Civic Intelligence

Oshkosh Youth Symphony Inc.

990EZ • Fiscal year 2020 • EIN 81-4244834

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 30, 2021

Organization Profile
PO Box 3093Oshkosh, WI 54903

(920) 203-7699

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

53rd percentile

6.8%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

28th percentile

-40%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$25,839

Up $2,696 (+12%) from 2019

Net Assets

Up

$25,789

Up $2,646 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Down

$38,910

Down $26,405 (-40%) from 2019

Expenses

Down

$36,264

Down $15,790 (-30%) from 2019

Net Income

Down

$2,646

Down $10,615 (-80%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60K$40K$20K$0Assets 2019: $23,143Liabilities 2019: $0Net Assets 2019: $23,1432019Assets 2020: $25,839Liabilities 2020: $0Net Assets 2020: $25,7892020Assets 2021: $43,923Liabilities 2021: $0Net Assets 2021: $43,9232021Assets 2022: $30,095Liabilities 2022: $0Net Assets 2022: $30,0952022Assets 2024: $18,495Liabilities 2024: $0Net Assets 2024: $18,4952024

Highlighted filing

2020

Assets$25,839
Liabilities$0
Net Assets$25,789
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$100K$50K$0-$50KRevenue 2019: $65,315Expenses 2019: $52,054Net Income 2019: $13,2612019Revenue 2020: $38,910Expenses 2020: $36,264Net Income 2020: $2,6462020Revenue 2021: $72,436Expenses 2021: $54,353Net Income 2021: $18,0832021Revenue 2022: $43,258Expenses 2022: $57,086Net Income 2022: -$13,8282022Revenue 2024: $67,355Expenses 2024: $63,721Net Income 2024: $3,6342024

Highlighted filing

2020

Revenue$38,910
Expenses$36,264
Net Income$2,646
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 30, 2021
Return Version
2020v4.0
Gross Receipts
$38,910
Mission and Program Overview

Mission

To educate and develop young musicians in a profession

To educate and develop young musicians

Program Services

DescriptionGrantsExpenses
TO EDUCATE AND DEVELOP YOUNG MUSICIANS IN A PROFESSIONAL SYMPHONY-$27,376
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA HORAKPresidentPT$0--
SANDY BRUNKVicepresidentPT$0--
MIKE HORAKTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Oshkosh Youth Symphony
EIN
81-4244834
In Care Of
% MIKE HOREK
Phone
9202037699
Address
PO BOX 3093, OSHKOSH, WI 54903

Signing Officer

Name
Mike Horek
Title
Treasurer
Phone
9202162699
Signed
2021-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Robert Wesner CPA
Address
1547 W 5TH AVE, OSHKOSH, WI 54902
Preparer
Robert Wesner CPA
Phone
9202162699
Supplemental Narrative

Additional Explanations

Part I Line 16

“Insurance $400.00”

Part I Line 16

“Production costs $19824.00”

Part I Line 16

“Scholarship lessons/tuition $2272.00”

Part I Line 16

“Instrument repairs $1304.00”

Part 1, L. 16

“PRODUCTION COSTS”

Raw XML Appendix148 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/PhoneNum09203792931
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OSHKOSH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023143
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025839
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030856
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02646
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08488
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023143
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025839
IRS990EZ/GrossReceiptsAmt038910
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023143
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025789
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023143
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025839
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTHA HORAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDY BRUNK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE HORAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICEPRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND DEVELOP YOUNG MUSICIANS
IRS990EZ/PrintingPublicationsPostageAmt03976
IRS990EZ/ProgramServiceRevenueAmt08048
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EDUCATE AND DEVELOP YOUNG MUSICIANS IN A PROFESSIONAL SYMPHONY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt036264
IRS990EZ/TotalProgramServiceExpensesAmt027376
IRS990EZ/TotalRevenueAmt038910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030856
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt083441
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt083441
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030856
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052585
IRS990ScheduleA/Total509Grp/TotalAmt083441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030856
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052585
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $400.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRODUCTION COSTS $19824.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP LESSONS/TUITION $2272.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSTRUMENT REPAIRS $1304.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRODUCTION COSTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1, L. 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE HOREK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09202162699
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSHKOSH YOUTH SYMPHONY
ReturnHeader/Filer/BusinessNameControlTxt0OSHK
ReturnHeader/Filer/EIN0814244834
ReturnHeader/Filer/InCareOfNm0% MIKE HOREK
ReturnHeader/Filer/PhoneNum09202037699
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3093
ReturnHeader/Filer/USAddress/CityNm0OSHKOSH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054903
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680567971
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT WESNER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01547 W 5TH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSHKOSH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054902
ReturnHeader/PreparerPersonGrp/PhoneNum09202162699
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT WESNER CPA
ReturnHeader/ReturnTs02021-09-30T14:45:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOREK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,839
Liabilities
$0
Net assets
$25,789
Revenue
$38,910
Expenses
$36,264
Net income
$2,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$0.00$18.5$67.4$63.7$3.63
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$43.3$57.1$13.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$0.00$43.9$72.4$54.4$18.1
2020Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$38.9$36.3$2.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$0.00$23.1$65.3$52.1$13.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits