Civic Intelligence

Lawton Philharmonic Society Inc.

990 • Fiscal year 2017 • EIN 73-6103649

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 29, 2017

PO Box 1473Lawton, OK 73502

(580) 536-2229

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

85th percentile

$25,755

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$115,390

Down $42,847 (-27%) from 2016

Net Assets

Down

$113,720

Down $42,469 (-27%) from 2016

Liabilities

Down

$1,670

Down $378 (-18%) from 2016

Revenue

Up

$226,790

Up $32,942 (+17%) from 2016

Expenses

Down

$269,259

Down $182,554 (-40%) from 2016

Net Income

Up

-$42,469

Up $215,496 (+84%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $145,916Liabilities 2011: $1,351Net Assets 2011: $144,5652011Assets 2012: $179,108Liabilities 2012: $1,981Net Assets 2012: $177,1272012Assets 2013: $122,111Liabilities 2013: $2,451Net Assets 2013: $119,6602013Assets 2014: $88,957Liabilities 2014: $2,595Net Assets 2014: $86,3622014Assets 2015: $419,330Liabilities 2015: $5,176Net Assets 2015: $414,1542015Assets 2016: $158,237Liabilities 2016: $2,048Net Assets 2016: $156,1892016Assets 2017: $115,390Liabilities 2017: $1,670Net Assets 2017: $113,7202017Assets 2018: $119,609Liabilities 2018: $1,490Net Assets 2018: $118,1192018Assets 2019: $98,720Liabilities 2019: $1,850Net Assets 2019: $96,8702019Assets 2020: $116,056Liabilities 2020: $735Net Assets 2020: $115,3212020Assets 2022: $158,443Liabilities 2022: $1,277Net Assets 2022: $157,1662022Assets 2023: $107,111Liabilities 2023: $1,640Net Assets 2023: $105,4712023Assets 2024: $90,257Liabilities 2024: $912Net Assets 2024: $89,3452024Assets 2025: $126,896Liabilities 2025: $1,834Net Assets 2025: $125,0622025

Highlighted filing

2017

Assets$115,390
Liabilities$1,670
Net Assets$113,720

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $234,922Expenses 2011: $246,577Net Income 2011: -$11,6552011Revenue 2012: $299,079Expenses 2012: $266,517Net Income 2012: $32,5622012Revenue 2013: $230,394Expenses 2013: $287,861Net Income 2013: -$57,4672013Revenue 2014: $284,667Expenses 2014: $317,965Net Income 2014: -$33,2982014Revenue 2015: $549,174Expenses 2015: $221,382Net Income 2015: $327,7922015Revenue 2016: $193,848Expenses 2016: $451,813Net Income 2016: -$257,9652016Revenue 2017: $226,790Expenses 2017: $269,259Net Income 2017: -$42,4692017Revenue 2018: $271,494Expenses 2018: $267,095Net Income 2018: $4,3992018Revenue 2019: $257,762Expenses 2019: $279,011Net Income 2019: -$21,2492019Revenue 2020: $223,863Expenses 2020: $205,412Net Income 2020: $18,4512020Revenue 2022: $239,154Expenses 2022: $263,231Net Income 2022: -$24,0772022Revenue 2023: $224,916Expenses 2023: $276,611Net Income 2023: -$51,6952023Revenue 2024: $277,179Expenses 2024: $293,305Net Income 2024: -$16,1262024Revenue 2025: $324,930Expenses 2025: $289,213Net Income 2025: $35,7172025

Highlighted filing

2017

Revenue$226,790
Expenses$269,259
Net Income-$42,469
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 29, 2017
Return Version
2016v3.0
Gross Receipts
$229,503
Mission and Program Overview

Mission

Performing concerts in order to promote cultural involvement in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$65,395$58,749▼ $6,646
Savings and Temporary Cash Investments$66,329$36,407▼ $29,922
Land, Buildings, and Equipment, Net$12,748$12,748→ $0
Accounts Receivable$13,765$6,986▼ $6,779
Total Assets$158,237$115,390▼ $42,847
Other Assets Total-$500-
Liabilities
Other Liabilities$1,630$1,670▲ $40
Accounts Payable and Accrued Expenses$418--
Total Liabilities$2,048$1,670▼ $378
Net Assets / Fund Balance
Unrestricted Net Assets$156,189$113,720▼ $42,469
Total Net Assets Fund Balance$156,189$113,720▼ $42,469
Total Liabilities and Net Assets / Fund Balance$158,237$115,390▼ $42,847

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,748$2,397$15,145
Equipment-$2,538$2,538
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Patty NeuwirthExecutive DiFT$25,755$25,755

Board Members and Trustees

NameTitle
David JacksonPresident
Carla SalibaBoard Member
Carlana FitchBoard Member
Cherry PhillipsBoard Member
Doris LambertBoard Member
Ed DzialoBoard Member
Jaymi SmithBoard Member
Joshua CoodyBoard Member
Kathryn HickmanBoard Member
Kim PatrickBoard Member
Linda ChapmanBoard Member
Mollie BurtonBoard Member
Paul BruneBoard Member
Rick FritschBoard Member
Ronda NorrellBoard Member
Sally SimpsonBoard Member
Sgt James LivermanBoard Member
Tanya CaseBoard Member
Barbara MoellerSecretary
Jo Ann KnechtTreasurer
CINDY O'CONNORVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$130,168
Program Service Revenue
$68,193
Investment Income
$19,124
Other Revenue
$9,305
All Other Contributions
$66,484
Change in Net Assets
$-42,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$181,111
Other Expenses$88,148
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$139,898--$139,898
Current Officers, Directors, Trustees, and Key Employees-$25,755-$25,755
Occupancy$10,480--$10,480
Payroll Taxes$8,555$1,396-$9,951
Advertising$7,116--$7,116
Fees for Services Accounting$1,307$5,200-$6,507
All Other Expenses$3,804$2,031-$5,835
Insurance$5,313$341-$5,654
Pension Plan Contributions$5,507--$5,507
Other Expenses$3,634$98-$3,732
Office Expenses$856$1,300-$2,156
Total Functional Expenses$233,138$36,121$0$269,259
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,829
Fundraising Direct Expenses$2,713
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$1,670
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive director reviews the form 990 with the tax preparer. The executive director then presents the return to the board for future review.

Form 990, Page 6, Part VI, Line 12C

The board monitors and enforces the conflict of interest policy by dealing with conflicts of interest as they arise.

Form 990, Page 6, Part VI, Line 15A

Compensation of the executive director and top management is determined by the board. The board sets compensation based on the salaries of other philharmonic societies and current budget constraints.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Lawton Philharmonic Society Inc
EIN
73-6103649
Phone
5805362229
Address
PO BOX 1473, LAWTON, OK 73502

Signing Officer

Name
David Jackson
Title
President
Phone
5805362229
Signed
2017-08-29

Organization Details

Principal Officer
David Jackson
Formed
1963
Legal Domicile
Ok
Voting Board Members
22
Independent Board Members
22
Employees
83
Volunteers
22

Preparer

Firm
Hatch Croke & Associates Pc
Address
PO BOX 543, LAWTON, OK 73501
Preparer
Scott N Hatch
Phone
5803532122
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Live professional orchestral performances to promote community cultural involvement.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PERFORMING CONCERTS IN ORDER TO PROMOTE CULTURAL INVOLVEMENT IN THE COMMUNITY.
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0500
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IRS990/OtherExpensesGrp/Desc1COMM. FOUNDATION OF OK
IRS990/OtherExpensesGrp/Desc2OTHER PROGRAM EXPENSES
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IRS990/OtherRevenueTotalAmt02189
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IRS990/PartialLiquidationInd0false
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05507
IRS990/PensionPlanContributionsGrp/TotalAmt05507
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID JACKSON
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYContributionsGrantsAmt0114927
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt0302078
IRS990/PYOtherRevenueAmt0-1008
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IRS990/PYTotalRevenueAmt0193848
IRS990/ReconcilationRevenueExpnssAmt0-42469
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0181617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0158175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01134873
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0102535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0103050
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019124
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01015
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01141
IRS990ScheduleA/OtherIncome509Grp/TotalAmt06319
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IRS990ScheduleA/PublicSupportCY509Pct00.97610
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IRS990ScheduleA/PublicSupportTotal509Amt01597728
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0229503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0289849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0563421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0284667
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0230288
IRS990ScheduleA/Total509Grp/TotalAmt01597728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0250816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0305208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0564540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0285863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0230394
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01636821
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.02$1.25$3.25$2.89$0.36
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$2.77$2.93$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$2.25$2.77$0.52
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$2.39$2.63$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.15$2.24$2.05$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$2.58$2.79$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.18$2.71$2.67$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.14$2.27$2.69$0.42
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.02$1.56$1.94$4.52$2.58
2015Detailed filing. Detailed filing data is available for this year.$4.19$0.05$4.14$5.49$2.21$3.28
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.03$0.86$2.85$3.18$0.33
2013Summary only. Only limited summary data is available for this year.$1.22$0.02$1.20$2.30$2.88$0.57
2012Summary only. Only limited summary data is available for this year.$1.79$0.02$1.77$2.99$2.67$0.33
2011Summary only. Only limited summary data is available for this year.$1.46$0.01$1.45$2.35$2.47$0.12