Civic Intelligence

Southwest Florida Symphony Endowment Foundation Inc.

990 • Fiscal year 2012 • EIN 80-0030849

Jul 01, 2011 to Jun 30, 2012 • Filed on Sep 15, 2012

Organization ProfileN/A
12651 Mcgregor Blvd 4-40333919
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$372,889

Down $95,786 (-20%) from 2011

Net Assets

Down

$372,889

Down $95,786 (-20%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$96,806

Down $506,446 (-84%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $468,675Liabilities 2011: $0Net Assets 2011: $468,6752011Assets 2012: $372,889Liabilities 2012: $0Net Assets 2012: $372,8892012Assets 2013: $149,250Liabilities 2013: $0Net Assets 2013: $149,2502013Assets 2014: $2,345,159Liabilities 2014: $250,001Net Assets 2014: $2,095,1582014Assets 2015: $2,764,579Liabilities 2015: $313,720Net Assets 2015: $2,450,8592015Assets 2016: $2,523,183Liabilities 2016: $166,936Net Assets 2016: $2,356,2472016Assets 2017: $2,570,800Liabilities 2017: $0Net Assets 2017: $2,570,8002017Assets 2018: $2,563,925Liabilities 2018: $0Net Assets 2018: $2,563,9252018Assets 2019: $2,443,624Liabilities 2019: $0Net Assets 2019: $2,443,6242019Assets 2020: $2,229,695Liabilities 2020: $0Net Assets 2020: $2,229,6952020Assets 2021: $3,472,918Liabilities 2021: $0Net Assets 2021: $3,472,9182021Assets 2022: $2,959,835Liabilities 2022: $61,650Net Assets 2022: $2,898,1852022Assets 2023: $3,156,474Liabilities 2023: $0Net Assets 2023: $3,156,4742023

Highlighted filing

2012

Assets$372,889
Liabilities$0
Net Assets$372,889
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $603,2522011Expenses 2012: $96,8062012Expenses 2013: $251,1832013Revenue 2014: $1,940,662Expenses 2014: $4,670Net Income 2014: $1,935,9922014Revenue 2015: $446,234Expenses 2015: $58,505Net Income 2015: $387,7292015Revenue 2016: $133,355Expenses 2016: $160,261Net Income 2016: -$26,9062016Revenue 2017: $75,552Expenses 2017: $149,929Net Income 2017: -$74,3772017Revenue 2018: $147,188Expenses 2018: $221,397Net Income 2018: -$74,2092018Revenue 2019: $145,446Expenses 2019: $292,431Net Income 2019: -$146,9852019Revenue 2020: $94,978Expenses 2020: $268,274Net Income 2020: -$173,2962020Revenue 2021: $827,647Expenses 2021: $139,089Net Income 2021: $688,5582021Revenue 2022: $206,716Expenses 2022: $224,839Net Income 2022: -$18,1232022Revenue 2023: $917,592Expenses 2023: $419,302Net Income 2023: $498,2902023

Highlighted filing

2012

Revenue-
Expenses$96,806
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Sep 15, 2012
Return Version
2011v1.2
Gross Receipts
$177,759
Mission and Program Overview

Mission

To manage endowments and investments on behalf of the southwest florida symphony orchestra and chorus association, inc.

Filing and Contact Details

Filer

EIN
80-0030849
Raw XML Appendix373 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/GeneralExplanation/Explanation0THE FIVE MEMBERS OF THE BOARD OF DIRECTORS ARE ALL VOLUNTEERS.
IRS990ScheduleO/GeneralExplanation/Explanation1AN INDEPENDENT CPA REVIEWS THE FORM 990 WITH THE TREASURER. EACH TRUSTEE RECEIVES A COPY OF THE FORM 990 FOR REVIEW AND ACCEPTANCE PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE TRUSTEES ANNUALLY REVIEW AND RENEW THEIR ADHERENCE TO THE POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS.
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ReturnHeader/Preparer/Name0SHARON M THOMPSON
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ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-18T12:48:10-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$372,889
Liabilities
$0
Net assets
$372,889
Revenue
-
Expenses
$96,806
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.16$0.00$3.16$0.92$0.42$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.06$2.90$0.21$0.22$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.83$0.14$0.69
2020Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.09$0.27$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$0.15$0.29$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$0.15$0.22$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.00$2.57$0.08$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.17$2.36$0.13$0.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.31$2.45$0.45$0.06$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.25$2.10$1.94$0.00$1.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.60