Civic Intelligence

Helena Symphony Society

990 • Fiscal year 2018 • EIN 81-0352076

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization ProfileWWW.HELENASYMPHONY.ORG
PO Box 1073Helena, MT 59624-1073

(406) 442-1860

Siviq Scores

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

Liabilities / Assets

94th percentile

1.05x

Higher debt load relative to assets than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.22x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

62nd percentile

8.6%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

90th percentile

$108,714

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

66th percentile

8.7%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$140,385

Up $11,177 (+8.7%) from 2017

Net Assets

Up

-$7,463

Up $58,672 (+89%) from 2017

Liabilities

Down

$147,848

Down $47,495 (-24%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin62nd percentile

Revenue

Up

$685,529

Up $75,519 (+12%) from 2017

Expenses

Up

$626,857

Up $21,747 (+3.6%) from 2017

Net Income

Up

$58,672

Up $53,772 (+1097%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0-$200K-$400KAssets 2010: $115,393Liabilities 2010: $165,192Net Assets 2010: -$49,7992010Assets 2011: $119,387Liabilities 2011: $128,589Net Assets 2011: -$9,2022011Assets 2012: $175,190Liabilities 2012: $189,021Net Assets 2012: -$13,8312012Assets 2013: $203,721Liabilities 2013: $171,240Net Assets 2013: $32,4812013Assets 2014: $239,985Liabilities 2014: $227,237Net Assets 2014: $12,7482014Assets 2015: $212,875Liabilities 2015: $237,179Net Assets 2015: -$24,3042015Assets 2016: $137,153Liabilities 2016: $208,188Net Assets 2016: -$71,0352016Assets 2017: $129,208Liabilities 2017: $195,343Net Assets 2017: -$66,1352017Assets 2018: $140,385Liabilities 2018: $147,848Net Assets 2018: -$7,4632018Assets 2019: $140,964Liabilities 2019: $185,987Net Assets 2019: -$45,0232019Assets 2020: $251,682Liabilities 2020: $325,039Net Assets 2020: -$73,3572020Assets 2021: $351,537Liabilities 2021: $362,833Net Assets 2021: -$11,2962021Assets 2022: $408,080Liabilities 2022: $497,637Net Assets 2022: -$89,5572022Assets 2023: $316,720Liabilities 2023: $501,643Net Assets 2023: -$184,9232023Assets 2024: $284,384Liabilities 2024: $484,898Net Assets 2024: -$200,5142024

Highlighted filing

2018

Assets$140,385
Liabilities$147,848
Net Assets-$7,463
Open 2018 Filing

Operations Trend

Revenue Growth64th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $456,144Expenses 2010: $527,625Net Income 2010: -$71,4812010Expenses 2011: $655,6832011Expenses 2012: $622,4912012Expenses 2013: $612,1792013Revenue 2014: $657,720Expenses 2014: $677,453Net Income 2014: -$19,7332014Revenue 2015: $588,449Expenses 2015: $625,503Net Income 2015: -$37,0542015Revenue 2016: $716,383Expenses 2016: $763,114Net Income 2016: -$46,7312016Revenue 2017: $610,010Expenses 2017: $605,110Net Income 2017: $4,9002017Revenue 2018: $685,529Expenses 2018: $626,857Net Income 2018: $58,6722018Revenue 2019: $678,606Expenses 2019: $674,416Net Income 2019: $4,1902019Revenue 2020: $617,629Expenses 2020: $645,963Net Income 2020: -$28,3342020Revenue 2021: $815,895Expenses 2021: $753,834Net Income 2021: $62,0612021Revenue 2022: $943,638Expenses 2022: $1,021,899Net Income 2022: -$78,2612022Revenue 2023: $996,074Expenses 2023: $1,092,287Net Income 2023: -$96,2132023Revenue 2024: $1,136,223Expenses 2024: $1,151,814Net Income 2024: -$15,5912024

Highlighted filing

2018

Revenue$685,529
Expenses$626,857
Net Income$58,672
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$736,378
Mission and Program Overview

Mission

To create community through music, to expand symphonic musical experiences in public and private education.

To create community through music & to expand symphonic musical experiences in education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$67,110$82,320▲ $15,210
Land, Buildings, and Equipment, Net$29,583$39,677▲ $10,094
Prepaid Expenses and Deferred Charges$32,515$15,214▼ $17,301
Loans From Officers Directors$13,000$10,200▼ $2,800
Investments in Publicly Traded Securities-$3,067-
Cash and Non-Interest-Bearing Accounts-$107-
Total Assets$129,208$140,385▲ $11,177
Liabilities
Deferred Revenue$95,803$96,935▲ $1,132
Other Liabilities$40,464$32,741▼ $7,723
Accounts Payable and Accrued Expenses$46,076$7,972▼ $38,104
Total Liabilities$195,343$147,848▼ $47,495
Net Assets / Fund Balance
Unrestricted Net Assets$-66,135$-7,463▲ $58,672
Total Net Assets Fund Balance$-66,135$-7,463▲ $58,672
Total Liabilities and Net Assets / Fund Balance$129,208$140,385▲ $11,177

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$39,677$147,268$186,945

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$299,976$479▲ $11,110$75$290,781
2016$279,232-▲ $32,931-$299,976
2015$196,909-▲ $3,138$8,575$189,327
2014$197,683-▲ $9,638$8,194$196,909
2013$178,603-▲ $29,402$7,007$197,683
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Allan R ScottEx-officio Board MbrFT$108,714$108,714

Board Members and Trustees

NameTitle
Matthew DalePresident
Pat KeimVice President
Abigail St LawrenceBoard Member
Alison PaulBoard Member
Art BumgardnerBoard Member
Laura Weiss SmithBoard Member
Leroy SchrammBoard Member
Matt DaltonBoard Member
Ron LeeBoard Member
Ron LukenbillBoard Member
Sue BrookhartBoard Member
Eleanor ParkerSecretary
Tim ReardonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$490,957
Program Service Revenue
$174,982
Investment Income
$118
Other Revenue
$19,472
All Other Contributions
$449,287
Change in Net Assets
$58,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$421,394
Salaries, Compensation, and Employee Benefits$205,463
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$170,282--$170,282
Other Expenses$110,177--$110,177
Current Officers, Directors, Trustees, and Key Employees$108,144--$108,144
Other Salaries and Wages$49,863$40,685-$90,548
Travel$42,642--$42,642
Occupancy$24,721--$24,721
Advertising$24,610--$24,610
Office Expenses$6,738$6,738-$13,476
Interest-$9,926-$9,926
Fees for Services Accounting-$6,958-$6,958
Payroll Taxes$3,729$3,042-$6,771
Insurance-$6,194-$6,194
Depreciation Depletion-$5,000-$5,000
Information Technology-$3,797-$3,797
Conferences and Meetings$3,611--$3,611
Total Functional Expenses$544,517$82,340$0$626,857
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,331
Fundraising Direct Expenses$48,952
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Closing Night Celebration$44,751$34,081$5,831$28,250
Mt Ting$63,250$32,250$5,283$26,967
Total Events$108,001$66,331$48,952$17,379
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$13,000$10,200▼ $2,800
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
LOAN HCCU: LOC$21,552
LOAN: HELENA SYMPHONY FOUNDATION$11,189
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Section B, Line 11B

“The finance committee, made up of the treasurer, board president, and several board members review the form 990 before filing.”

Form 990, Part VI, Section B, Line 15A

“The music director is an independent contractor, paid on contract and is pay is negotiated with reference to other state music directors. Artistic staff are hired within the budget set by the board.”

Form 990, Part VI, Section C, Line 19

“Organizational documents and the form 990 will be made available upon request. Requested documents will be printed and mailed after the board and executive director approval.”

Filing and Contact Details

Filer

Filer Name
Helena Symphony Society
EIN
81-0352076
Phone
4064421860
Address
PO BOX 1073, HELENA, MT 59624-1073

Signing Officer

Name
Timothy Reardon
Title
Treasurer
Phone
4064421860
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Reardon
Formed
1955
Legal Domicile
Mt
Voting Board Members
14
Independent Board Members
13
Employees
10
Volunteers
160

Preparer

Firm
Wipfli Llp
Address
PO BOX 1699, HELENA, MT 59624
Preparer
Meghan Bronec CPA
Phone
4064425520
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Licenses & dues: program service expenses 4,085. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,085. Guest artist fees: program service expenses 28,692. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,692. Orchestra personnel service pay: program service expenses 126,311. Management and general expenses 0. Fundraising expenses 0. Total expenses 126,311. Sound engineering & recording: program service expenses 6,691. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,691. Assistant conductor: program service expenses 1,700. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,700. Staff accompianist: program service expenses 2,803. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,803.”

Financial Statement Notes

PART V, LINE 4:

“Columns "two years back", "three years back and "four years back", sch d part v, incorrectly listed endowment fund assets that were not owned by the helena symphony society and as such, should not have been reported there. These incorrect "prior year" (columns (c)-(e)) numbers have been left on part v and correct dollar amounts for the correct related organization endowment fund have been entered for the prior year and current year (column (a) & (b)). Endowment funds are used to help suport the creation of community through music and the expansion of symphonic musical experiences in education.”

Raw XML AppendixShowing 400 of 545 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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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03067
IRS990/IRPDocumentCnt094
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0147268
IRS990/LandBldgEquipBasisNetGrp/BOYAmt029583
IRS990/LandBldgEquipBasisNetGrp/EOYAmt039677
IRS990/LandBldgEquipCostOrOtherBssAmt0186945
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt013000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt010200
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE COMMUNITY THROUGH MUSIC, TO EXPAND SYMPHONIC MUSICAL EXPERIENCES IN PUBLIC AND PRIVATE EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-66135
IRS990/NetAssetsOrFundBalancesEOYAmt0-7463
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt017379
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt017379
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-1657
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-1657
IRS990/NetUnrelatedBusTxblIncmAmt01093
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt024721
IRS990/OccupancyGrp/TotalAmt024721
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06738
IRS990/OfficeExpensesGrp/ProgramServicesAmt06738
IRS990/OfficeExpensesGrp/TotalAmt013476
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRODUCTION EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0110177
IRS990/OtherExpensesGrp/TotalAmt0110177
IRS990/OtherLiabilitiesGrp/BOYAmt040464
IRS990/OtherLiabilitiesGrp/EOYAmt032741
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/Desc0VENDOR FEES - SYMPHONY
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03750
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt03750
IRS990/OtherRevenueTotalAmt03750
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt040685
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt049863
IRS990/OtherSalariesAndWagesGrp/TotalAmt090548
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03042
IRS990/PayrollTaxesGrp/ProgramServicesAmt03729
IRS990/PayrollTaxesGrp/TotalAmt06771
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032515
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015214
IRS990/PrincipalOfficerNm0TIMOTHY REARDON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0174982
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0174982
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0419529
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0191
IRS990/PYOtherExpensesAmt0523644
IRS990/PYOtherRevenueAmt012083
IRS990/PYProgramServiceRevenueAmt0178207
IRS990/PYRevenuesLessExpensesAmt04900
IRS990/PYSalariesCompEmpBnftPaidAmt081466
IRS990/PYTotalExpensesAmt0605110
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0610010
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt058672
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0174982
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067110
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0557236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0438819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0490866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0386799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0480282
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02354002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0191
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt064
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01339
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0994263
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87000
IRS990ScheduleA/PublicSupportPY170Pct00.72700
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt02049035
IRS990ScheduleA/SubstantialContributorsTotAmt0304967
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0557236
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0438819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0490866
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0386799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0480282
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02354002
IRS990ScheduleA/TotalSupportAmt02355341
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0USED FOR SYM UNDER THE STARS
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01709
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0299976
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0479
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0290781
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt019000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011110
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt075
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02187
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0279232
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0299976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032931
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02145
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0196909
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0189327
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03138
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt08575
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02218
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0197683
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0196909
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09638
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt08194
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03315
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0178603
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0197683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029402
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt07007
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt039677
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0147268
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0186945
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011189
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt121552
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN: HELENA SYMPHONY FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOAN HCCU: LOC
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COLUMNS "TWO YEARS BACK", "THREE YEARS BACK AND "FOUR YEARS BACK", SCH D PART V, INCORRECTLY LISTED ENDOWMENT FUND ASSETS THAT WERE NOT OWNED BY THE HELENA SYMPHONY SOCIETY AND AS SUCH, SHOULD NOT HAVE BEEN REPORTED THERE. THESE INCORRECT "PRIOR YEAR" (COLUMNS (C)-(E)) NUMBERS HAVE BEEN LEFT ON PART V AND CORRECT DOLLAR AMOUNTS FOR THE CORRECT RELATED ORGANIZATION ENDOWMENT FUND HAVE BEEN ENTERED FOR THE PRIOR YEAR AND CURRENT YEAR (COLUMN (A) & (B)). ENDOWMENT FUNDS ARE USED TO HELP SUPORT THE CREATION OF COMMUNITY THROUGH MUSIC AND THE EXPANSION OF SYMPHONIC MUSICAL EXPERIENCES IN EDUCATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt039677
IRS990ScheduleD/TotalLiabilityAmt032741
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt041670
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt031000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010670
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048952
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt017547
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0150
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt017697
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MT TING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLOSING NIGHT CELEBRATION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05056
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02857
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt044751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0108001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066331
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017379

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,385
Liabilities
$147,848
Net assets
-$7,463
Revenue
$685,529
Expenses
$626,857
Net income
$58,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.48$0.20$1.14$1.15$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.50$0.18$1.00$1.09$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.50$0.09$0.94$1.02$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.36$0.01$0.82$0.75$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.33$0.07$0.62$0.65$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.19$0.05$0.68$0.67$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.15$0.01$0.69$0.63$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.20$0.07$0.61$0.61$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.21$0.07$0.72$0.76$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.24$0.02$0.59$0.63$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.23$0.01$0.66$0.68$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.17$0.03$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.19$0.01$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.13$0.01$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.17$0.05$0.46$0.53$0.07
Peer Organizations

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