Civic Intelligence

Waco Symphony Foundation

990 • Fiscal year 2013 • EIN 74-2497888

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileWWW.WACOSYMPHONY.COM/FOUNDATION
PO Box 120276703

(254) 754-1165

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

85th percentile

31%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

91st percentile

95%

Faster revenue growth than 91% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$723,852

Up $171,157 (+31%) from 2012

Net Assets

Up

$723,852

Up $171,157 (+31%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$46,796

Up $22,825 (+95%) from 2012

Expenses

Down

$7,964

Down $17,778 (-69%) from 2012

Net Income

Up

$38,832

Up $40,603 (+2293%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $521,932Liabilities 2011: $0Net Assets 2011: $521,9322011Assets 2012: $552,695Liabilities 2012: $0Net Assets 2012: $552,6952012Assets 2013: $723,852Liabilities 2013: $0Net Assets 2013: $723,8522013Assets 2014: $733,546Liabilities 2014: $0Net Assets 2014: $733,5462014Assets 2015: $725,590Liabilities 2015: $0Net Assets 2015: $725,5902015Assets 2016: $806,479Liabilities 2016: $0Net Assets 2016: $806,4792016Assets 2017: $919,209Liabilities 2017: $0Net Assets 2017: $919,2092017Assets 2018: $849,854Liabilities 2018: $0Net Assets 2018: $849,8542018Assets 2019: $962,820Liabilities 2019: $0Net Assets 2019: $962,8202019Assets 2020: $1,022,632Liabilities 2020: $0Net Assets 2020: $1,022,6322020Assets 2021: $1,106,616Liabilities 2021: $0Net Assets 2021: $1,106,6162021Assets 2022: $950,599Liabilities 2022: $0Net Assets 2022: $950,5992022Assets 2023: $1,159,504Liabilities 2023: $0Net Assets 2023: $1,159,5042023Assets 2024: $1,303,634Liabilities 2024: $0Net Assets 2024: $1,303,6342024

Highlighted filing

2013

Assets$723,852
Liabilities$0
Net Assets$723,852
Open 2013 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $37,779Expenses 2011: $7,337Net Income 2011: $30,4422011Revenue 2012: $23,971Expenses 2012: $25,742Net Income 2012: -$1,7712012Revenue 2013: $46,796Expenses 2013: $7,964Net Income 2013: $38,8322013Revenue 2014: $36,399Expenses 2014: $28,626Net Income 2014: $7,7732014Revenue 2015: $43,881Expenses 2015: $26,904Net Income 2015: $16,9772015Revenue 2016: $86,283Expenses 2016: $26,675Net Income 2016: $59,6082016Revenue 2017: $41,138Expenses 2017: $24,416Net Income 2017: $16,7222017Revenue 2018: $50,389Expenses 2018: $38,967Net Income 2018: $11,4222018Revenue 2019: $100,884Expenses 2019: $45,998Net Income 2019: $54,8862019Revenue 2020: $75,393Expenses 2020: $88,399Net Income 2020: -$13,0062020Revenue 2021: $126,745Expenses 2021: $8,945Net Income 2021: $117,8002021Revenue 2022: $102,144Expenses 2022: $33,378Net Income 2022: $68,7662022Revenue 2023: $170,857Expenses 2023: $37,407Net Income 2023: $133,4502023Revenue 2024: $131,063Expenses 2024: $57,306Net Income 2024: $73,7572024

Highlighted filing

2013

Revenue$46,796
Expenses$7,964
Net Income$38,832
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$46,796
Mission and Program Overview

Mission

The waco symphony foundation receives and provides funds for support of the waco symphony association, inc.

To receive and provide funds for support of the waco symphony association, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$523,173$723,498▲ $200,325
Savings and Temporary Cash Investments$29,114--
Cash and Non-Interest-Bearing Accounts$408$354▼ $54
Total Assets$552,695$723,852▲ $171,157
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$456,347$532,780▲ $76,433
Temporarily Rstr Net Assets$86,348$180,836▲ $94,488
Permanently Rstr Net Assets$10,000$10,236▲ $236
Total Net Assets Fund Balance$552,695$723,852▲ $171,157
Total Liabilities and Net Assets / Fund Balance$552,695$723,852▲ $171,157

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$10,416-▼ $181-$10,235
2012$10,206-▲ $358-$10,416
2011$10,087-▲ $223-$10,206
2010$10,700-▲ $293-$10,087
2009$10,700-▲ $355-$10,700
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Marsha K GreenPresident & Treasurer
Kay OlsonDirector
Lewis McreynoldsDirector
Robin BairdDirector
Sara RichieDirector
John CullarSecretary & Director
Linda HatchelVP & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,490
Program Service Revenue
$0
Investment Income
$36,306
Other Revenue
$0
All Other Contributions
$10,490
Change in Net Assets
$38,832

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,796
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$59,346
Total Revenue per Audited Statements
$106,142
Total Revenue per Form 990
$46,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,703
Grants and Similar Amounts Paid$3,261
Total Fundraising Expense$241
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$4,397-$4,397
Grants to Domestic Orgs$3,261--$3,261
Office Expenses--$135$135
Conferences and Meetings--$106$106
Occupancy-$60-$60
Other Expenses-$5-$5
Total Functional Expenses$3,261$4,462$241$7,964

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,965
Total Expenses per Audited Statements$7,965
Total Expenses per Form 990$7,965
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“He foundation board reviews the form 990 at a board of directors meeting, or it is sent to the foundation board via email.”

Form 990, Part VI, Section B, Line 12C

“The foundation board reviews the conflict of interest policy annually.”

Form 990, Part VI, Section C, Line 19

“The documents are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
74-2497888
Phone
2547541165

Signing Officer

Name
Susan Taylor
Title
Executive Director
Phone
2547541165
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Taylor
Formed
1988
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
R Tom Williams
Phone
2547764190
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“No change from prior year.”

Raw XML Appendix390 raw XML fields

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HE FOUNDATION BOARD REVIEWS THE FORM 990 AT A BOARD OF DIRECTORS MEETING, OR IT IS SENT TO THE FOUNDATION BOARD VIA EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION BOARD REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10WACO SYMPHONY ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0746062658
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10600 AUSTIN AVE STE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0WACO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode076701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY ACTIVITY OF THE WACO SYMPHONY ASSOCIATION, INC., IS TO PRESENT LIVE CLASSICAL MUSIC THAT WILL ENRICH THE CULTURAL LIFE OF OUR COMMUNITY.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 1(B)
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt086348
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0180836
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0552695
IRS990/TotalAssetsEOYAmt0723852
IRS990/TotalAssetsGrp/BOYAmt0552695
IRS990/TotalAssetsGrp/EOYAmt0723852
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010490
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0241
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04462
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03261
IRS990/TotalFunctionalExpensesGrp/TotalAmt07964
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0552695
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0723852
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03261
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt036306
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046796
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0552695
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0723852
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0456347
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0532780
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 1202
IRS990/USAddress/City0WACO
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode076703
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.WACOSYMPHONY.COM/FOUNDATION
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02547541165
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10WACO SYMPHONY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WACO
ReturnHeader/Filer/EIN0742497888
ReturnHeader/Filer/PhoneNum02547541165
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1202
ReturnHeader/Filer/USAddress/City0WACO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode076703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742533381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JAYNES REITMEIER BOYD & THERRELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105400 BOSQUE BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0767104459
ReturnHeader/PreparerPersonGrp/PhoneNum02547764190
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R TOM WILLIAMS
ReturnHeader/ReturnTs02014-11-17T11:56:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$723,852
Liabilities
$0
Net assets
$723,852
Revenue
$46,796
Expenses
$7,964
Net income
$38,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.13$0.06$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.17$0.04$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.10$0.03$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.13$0.01$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.02$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.09$0.03$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.04$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.04$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.05$0.01$0.04
2012Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.02$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.04$0.01$0.03