Civic Intelligence

Bozeman Symphony Society

990 • Fiscal year 2015 • EIN 81-6019534

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 18, 2015

Organization ProfileBOZEMANSYMPHONY.ORG
1001 West OakBozeman, MT 59715

(406) 585-9774

Siviq Scores

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

Liabilities / Assets

77th percentile

0.32x

Higher debt load relative to assets than 77% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.18x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

61st percentile

7.4%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

84th percentile

$85,500

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

84th percentile

30%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$424,209

Up $97,858 (+30%) from 2014

Net Assets

Up

$286,396

Up $57,470 (+25%) from 2014

Liabilities

Up

$137,813

Up $40,388 (+41%) from 2014

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin61st percentile

Revenue

Up

$752,693

Up $90,567 (+14%) from 2014

Expenses

Down

$697,082

Down $21,713 (-3.0%) from 2014

Net Income

Up

$55,611

Up $112,280 (+198%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$1.0M$500K$0Assets 2011: $357,211Liabilities 2011: $28,151Net Assets 2011: $329,0602011Assets 2012: $425,115Liabilities 2012: $129,525Net Assets 2012: $295,5902012Assets 2013: $359,612Liabilities 2013: $94,205Net Assets 2013: $265,4072013Assets 2014: $326,351Liabilities 2014: $97,425Net Assets 2014: $228,9262014Assets 2015: $424,209Liabilities 2015: $137,813Net Assets 2015: $286,3962015Assets 2016: $357,826Liabilities 2016: $34,488Net Assets 2016: $323,3382016Assets 2017: $420,793Liabilities 2017: $20,820Net Assets 2017: $399,9732017Assets 2018: $647,905Liabilities 2018: $37,315Net Assets 2018: $610,5902018Assets 2019: $607,601Liabilities 2019: $43,257Net Assets 2019: $564,3442019Assets 2020: $544,701Liabilities 2020: $100,845Net Assets 2020: $443,8562020Assets 2021: $828,625Liabilities 2021: $73,436Net Assets 2021: $755,1892021Assets 2022: $825,039Liabilities 2022: $200,753Net Assets 2022: $624,2862022Assets 2023: $989,902Liabilities 2023: $607,793Net Assets 2023: $382,1092023Assets 2024: $887,212Liabilities 2024: $638,902Net Assets 2024: $248,3102024Assets 2025: $865,623Liabilities 2025: $605,384Net Assets 2025: $260,2392025

Highlighted filing

2015

Assets$424,209
Liabilities$137,813
Net Assets$286,396
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $721,0092011Expenses 2012: $757,6892012Expenses 2013: $776,2882013Revenue 2014: $662,126Expenses 2014: $718,795Net Income 2014: -$56,6692014Revenue 2015: $752,693Expenses 2015: $697,082Net Income 2015: $55,6112015Revenue 2016: $765,543Expenses 2016: $773,475Net Income 2016: -$7,9322016Revenue 2017: $833,526Expenses 2017: $758,854Net Income 2017: $74,6722017Revenue 2018: $1,059,605Expenses 2018: $829,023Net Income 2018: $230,5822018Revenue 2019: $827,106Expenses 2019: $866,476Net Income 2019: -$39,3702019Revenue 2020: $763,995Expenses 2020: $878,721Net Income 2020: -$114,7262020Revenue 2021: $908,996Expenses 2021: $655,641Net Income 2021: $253,3552021Revenue 2022: $1,499,677Expenses 2022: $1,584,733Net Income 2022: -$85,0562022Revenue 2023: $1,779,404Expenses 2023: $2,030,242Net Income 2023: -$250,8382023Revenue 2024: $2,087,410Expenses 2024: $2,242,567Net Income 2024: -$155,1572024Revenue 2025: $2,427,627Expenses 2025: $2,432,445Net Income 2025: -$4,8182025

Highlighted filing

2015

Revenue$752,693
Expenses$697,082
Net Income$55,611
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 18, 2015
Return Version
2014v5.0
Gross Receipts
$798,596
Mission and Program Overview

Mission

The bozeman symphony provides programming for the benefit of individuals, students and musicians.

The bozeman symphony presents a repertoire of symphonic and choral music performed for the benefit of individuals, students and musicians residing in south-central montana. In addition to a wide variety of programming, the bozeman symphony supports educational programs and community outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$214,561$221,244▲ $6,683
Cash and Non-Interest-Bearing Accounts$29,343$147,187▲ $117,844
Prepaid Expenses and Deferred Charges$14,162$29,357▲ $15,195
Land, Buildings, and Equipment, Net$25,353$17,611▼ $7,742
Savings and Temporary Cash Investments$22,244$6,820▼ $15,424
Accounts Receivable$20,688$1,990▼ $18,698
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$326,351$424,209▲ $97,858
Other Assets Total-$0-
Liabilities
Deferred Revenue$91,810$119,966▲ $28,156
Accounts Payable and Accrued Expenses$5,615$17,847▲ $12,232
Total Liabilities$97,425$137,813▲ $40,388
Net Assets / Fund Balance
Permanently Rstr Net Assets$189,296$190,396▲ $1,100
Temporarily Rstr Net Assets$104,658$71,264▼ $33,394
Unrestricted Net Assets$-65,028$24,736▲ $89,764
Total Net Assets Fund Balance$228,926$286,396▲ $57,470
Total Liabilities and Net Assets / Fund Balance$326,351$424,209▲ $97,858

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,780$79,021$87,801
Leasehold Improvements$4,530$20,557$25,087
Other Land Buildings$4,301$8,946$13,247

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$214,561$1,100▲ $7,620-$221,244
2013$210,229$1,000▲ $24,850$-19,684$214,561
2012$200,941$700▲ $10,337-$210,229
2011$180,510$26,020▲ $3,853$7,750$200,941
2010$159,886$1,890▲ $18,734-$180,510
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew SaveryEx-OfficioFT$85,500$85,500
Sherry LinneroothExecutive DirectorFT$68,000$68,000
Emily Paris-martinEx-Officio-$20,016$20,016
Jon HarneyEx-Officio-$9,000$9,000
Brianna GilletStudent Rep-$756$756

Board Members and Trustees

NameTitle
Stephen SchachmanPresident
Renee WestlakeVice President
Bridget CavanaughDirector
Cliff SchutterDirector
Denis PragerDirector
I Joy KitaharaDirector
Jenny BeardDirector
Paul GatesDirector
Sharon BeehlerDirector
Walter WunschDirector
Nancy OjalaChoir Rep
Patricia GatesOrchestra Rep
Stuart WhitehairSecretary
Pat EllisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$374,912
Program Service Revenue
$307,875
Investment Income
$10,181
Other Revenue
$59,725
All Other Contributions
$374,912
Change in Net Assets
$55,611
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$391,540
Salaries, Compensation, and Employee Benefits$305,542
Total Fundraising Expense$1,407
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$106,832$94,750-$201,582
Occupancy$23,265$32,366-$55,631
Other Salaries and Wages$26,750$26,750-$53,500
All Other Expenses$40,569$2,388$1,407$44,364
Other Expenses$26,350$2,642-$26,350
Payroll Taxes$11,639$12,709-$24,348
Other Employee Benefits$9,817$10,625-$20,442
Fees for Services Other$16,164$2,181-$18,345
Office Expenses$8,440$9,525-$17,965
Depreciation Depletion-$9,442-$9,442
Advertising$8,090--$8,090
Insurance-$5,946-$5,946
Pension Plan Contributions$2,835$2,835-$5,670
Fees for Services Accounting-$2,250-$2,250
Fees for Service Investment Mgmnt Fees-$2,037-$2,037
Interest-$1,185-$1,185
Total Functional Expenses$478,044$217,631$1,407$697,082
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,810
Fundraising Direct Expenses$42,179
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
4th of July Concert$26,580$26,580$16,699$9,881
Springtime Concert Event$12,955$12,955$2,717$10,238
Total Events$57,180$57,180$41,472$15,708
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the form 990 is provided to the members of the governing body prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Management monitors and enforces compliance with the policy through regular review of potential conflicts.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bozeman Symphony Society
EIN
81-6019534
Phone
4065859774
Address
1001 WEST OAK, BOZEMAN, MT 59715

Signing Officer

Name
Sherry Linnerooth
Title
Executive Director
Signed
2015-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry Linnerooth
Formed
1968
Legal Domicile
Mt
Voting Board Members
19
Independent Board Members
14
Employees
9
Volunteers
90

Preparer

Firm
Amatics CPA Group
Address
220 West Lamme Suite 3-A, Bozeman, MT 59715
Preparer
Terry Alborn
Phone
4064041925
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The bozeman symphony society endowment fund was established in 1998 by the board of directors to identify those donors whose vision for the future of the symphony is demonstrated by their support of its endowment. The society gratefully acknowledges any friend who makes provision for the symphony through the fund as a part of his or her estate planning or who wishes to make a direct gift to the fund. Your contribution to the fund brings the satisfaction of encouraging the symphony of today and perpetuating the symphony of tomorrow.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Ex-Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Orchestra Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Student Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt12Ex-Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Ex-Officio
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/PrincipalOfficerNm0SHERRY LINNEROOTH
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$424,209
Liabilities
$137,813
Net assets
$286,396
Revenue
$752,693
Expenses
$697,082
Net income
$55,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.61$0.26$2.43$2.43$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.64$0.25$2.09$2.24$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.61$0.38$1.78$2.03$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.20$0.62$1.50$1.58$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.07$0.76$0.91$0.66$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.10$0.44$0.76$0.88$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.04$0.56$0.83$0.87$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.04$0.61$1.06$0.83$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.83$0.76$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.03$0.32$0.77$0.77$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.14$0.29$0.75$0.70$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.10$0.23$0.66$0.72$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.09$0.27$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.13$0.30$0.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.03$0.33$0.72
Peer Organizations

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