Civic Intelligence

Helena Symphony Society Foundation Inc

EIN 81-0523705 • 501(c)3 • Helena, MT

Profile

exclusively supporting the Helena Symphony Society , Inc.

111 N Last Chance Gulch Room 3BHelena, MT 59601-4144

helenasymphony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

7.3%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-48%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$391,214

Up $26,737 (+7.3%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$17,853

Down $16,448 (-48%) from 2019

Expenses

Up

$22,256

Up $8,074 (+57%) from 2019

Net Income

Down

-$4,403

Down $24,522 (-122%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $122,341Liabilities 2010: $02010Assets 2011: $118,155Liabilities 2011: $02011Assets 2012: $130,359Net Assets 2012: $130,3592012Assets 2013: $249,699Liabilities 2013: $7,615Net Assets 2013: $242,0842013Assets 2015: $324,706Liabilities 2015: $16,528Net Assets 2015: $308,1782015Assets 2016: $342,801Liabilities 2016: $16,5282016Assets 2017: $355,171Liabilities 2017: $16,5282017Assets 2018: $326,839Net Assets 2018: $326,8392018Assets 2019: $364,477Net Assets 2019: $364,4772019Assets 2020: $391,214Liabilities 2020: $02020

Highlighted filing

2020

Assets$391,214
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Revenue 2011: $2,730Expenses 2011: $3,850Net Income 2011: -$1,1202011Revenue 2012: $2,575Expenses 2012: $1,561Net Income 2012: $1,0142012Revenue 2013: $102,427Expenses 2013: $1,201Net Income 2013: $101,2262013Revenue 2015: $13,151Expenses 2015: $492Net Income 2015: $12,6592015Revenue 2016: $13,960Expenses 2016: $2,049Net Income 2016: $11,9112016Revenue 2017: $14,909Expenses 2017: $15,949Net Income 2017: -$1,0402017Revenue 2018: $26,438Expenses 2018: $14,208Net Income 2018: $12,2302018Revenue 2019: $34,301Expenses 2019: $14,182Net Income 2019: $20,1192019Revenue 2020: $17,853Expenses 2020: $22,256Net Income 2020: -$4,4032020

Highlighted filing

2020

Revenue$17,853
Expenses$22,256
Net Income-$4,403
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$391,214
Liabilities
$0
Net assets
-
Revenue
$17,853
Expenses
$22,256
Net income
-$4,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$3.91$0.00$0.18$0.22$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$3.64$0.34$0.14$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.27$3.27$0.26$0.14$0.12
2017Summary only. Only limited summary data is available for this year.$3.55$0.17$0.15$0.16$0.01
2016Summary only. Only limited summary data is available for this year.$3.43$0.17$0.14$0.02$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.25$0.17$3.08$0.13$0.00$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.08$2.42$1.02$0.01$1.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$1.30$0.03$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.03$0.04$0.01
2010Summary only. Only limited summary data is available for this year.$1.22$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 27, 2019
Return Version
2018v3.1
Gross Receipts
$114,661
Mission and Program Overview

Mission

exclusively supporting the Helena Symphony Society , Inc.

Program Services

DescriptionGrantsExpenses
the endowment provides at least all of its income annually to the HELENA SYMPHONY SOCIETY a 501c3 organization--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSS CANNONDirector Pres-$0--
THOMAS C MORRISONDirector Treas-$0--
JOAN POSTONDirector And Vp1-$0--
DARIEN SCOTTDirector Secy-$0--
PETER BOGYDirector Vp2-$0--
HELEN BALLINGERDirector-$0--
EXDIRECTOR OF HSSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Helena Symphony Society Foundation Inc
EIN
81-0523705
Phone
4064431040
Address
111 N Last Chance Gulch Room 3B, Helena, MT 59601-4144

Signing Officer

Name
Thomas C Morrison
Title
Treasurer
Signed
2019-04-27
Discuss with paid preparer
No

Preparer

Firm
Morrison Law Firm Pllc
Address
111 N LAST CHANCE GULCH 3B, HELENA, MT 59601
Preparer
Thomas C Morrison
Phone
4064431040
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee helena symphony, Cash Grant 12,000, Relationship”

Form 990-EZ, Part I, Line 20, Net Assets

“unrealized loss in investment values -24,034”

Form 990-EZ, Part II, Line 26, Liabilities

“DCAG LIABILITY TO DONORS Beginning of year 16,528, End of year 0”

Raw XML Appendix168 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04064431040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 N Last Chance Gulch
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Helena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0596014144
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0355171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0326839
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016528
IRS990EZ/CostOrOtherBasisExpenseSaleAmt088223
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012230
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02208
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0355171
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0326839
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01672
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012000
IRS990EZ/GrossReceiptsAmt0114661
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08238
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0338643
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0326839
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0338643
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0326839
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSS CANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS C MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOAN POSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DARIEN SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER BOGY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HELEN BALLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EXDIRECTOR OF HSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR AND VP1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR SECY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR VP2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-24034
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0exclusively supporting the Helena Symphony Society , Inc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0the endowment provides at least all of its income annually to the HELENA SYMPHONY SOCIETY a 501c3 organization
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt089895
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016528
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt014208
IRS990EZ/TotalRevenueAmt026438
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0nonprofit corporation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0helenasymphony.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0810352076
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HELENA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee helena symphony, Cash Grant 12,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1unrealized loss in investment values -24,034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DCAG LIABILITY TO DONORS Beginning of year 16,528, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas C Morrison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helena Symphony Society Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0810523705
ReturnHeader/Filer/PhoneNum04064431040
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 N Last Chance Gulch Room 3B
ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0596014144
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.174.101.46
ReturnHeader/FilingSecurityInformation/IPDt02019-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm020:44:08
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 N LAST CHANCE GULCH 3B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059601
ReturnHeader/PreparerPersonGrp/PhoneNum04064431040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas C Morrison
ReturnHeader/ReturnTs02019-04-27T03:34:19-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits