Civic Intelligence

Bozeman Symphony Society

990 • Fiscal year 2016 • EIN 81-6019534

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

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

61st percentile

0.10x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.05x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

37th percentile

-1.0%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$91,104

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

11th percentile

-16%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

1.7%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$357,826

Down $66,383 (-16%) from 2015

Net Assets

Up

$323,338

Up $36,942 (+13%) from 2015

Liabilities

Down

$34,488

Down $103,325 (-75%) from 2015

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin37th percentile

Revenue

Up

$765,543

Up $12,850 (+1.7%) from 2015

Expenses

Up

$773,475

Up $76,393 (+11%) from 2015

Net Income

Down

-$7,932

Down $63,543 (-114%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2016

Assets$357,826
Liabilities$34,488
Net Assets$323,338
Open 2016 Filing

Operations Trend

Revenue Growth47th 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

2016

Revenue$765,543
Expenses$773,475
Net Income-$7,932
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$899,376
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$221,244$222,423▲ $1,179
Savings and Temporary Cash Investments$6,820$79,667▲ $72,847
Pledges and Grants Receivable$50,191$0▼ $50,191
Cash and Non-Interest-Bearing Accounts$147,187$27,136▼ $120,051
Land, Buildings, and Equipment, Net$17,611$21,217▲ $3,606
Prepaid Expenses and Deferred Charges$29,357$7,066▼ $22,291
Accounts Receivable$1,990$317▼ $1,673
Other Notes and Loans Receivable, Net-$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$474,400$357,826▼ $116,574
Other Assets Total-$0-
Liabilities
Deferred Revenue$119,966$24,266▼ $95,700
Accounts Payable and Accrued Expenses$17,847$10,222▼ $7,625
Total Liabilities$137,813$34,488▼ $103,325
Net Assets / Fund Balance
Permanently Rstr Net Assets$190,396$191,896▲ $1,500
Temporarily Rstr Net Assets$71,264$89,118▲ $17,854
Unrestricted Net Assets$74,927$42,324▼ $32,603
Total Net Assets Fund Balance$336,587$323,338▼ $13,249
Total Liabilities and Net Assets / Fund Balance$474,400$357,826▼ $116,574

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,404$89,634$105,038
Leasehold Improvements$3,913$21,174$25,087
Other Land Buildings$1,900$11,347$13,247

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$221,244$1,500▲ $3,436-$224,147
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
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew J SavoryMusic Director and ConductorFT$88,450$2,654$91,104
Sherry LinneroothFormer Exec DirectorFT$68,000$1,870$69,870
Paul GatesDirector-$2,389-$2,389

Board Members and Trustees

NameTitle
Stephen SchachmanPresident
Renee WestlakeVice President
Bridget CavanaughDirector
Cliff SchutterDirector
Denis PragerDirector
I Joy KitaharaDirector
Kandace SylvesterDirector
Walter WunschDirector
Christopher FreezeExecutive Director
Kathy BraunChoir Rep
Nancy OjalaChoir Rep
Pat EllisFormer Treas
Sandy StimpsonOrchestra Rep
Stuart WhitehairSecretary
Anna HatcherStudent Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$298,510
Program Service Revenue
$428,358
Investment Income
$8,789
Other Revenue
$29,886
All Other Contributions
$298,510
Change in Net Assets
$-7,932

Audited Revenue Reconciliation

Revenue per Audited Statements
$763,509
Revenue Not Reported on Financial Statements
$2,034
Revenue Not Reported on Form 990
$97,493
Other Revenue Adjustments
$2,034
Total Revenue per Audited Statements
$861,002
Total Revenue per Form 990
$765,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$456,288
Salaries, Compensation, and Employee Benefits$317,187
Total Fundraising Expense$7,056
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$88,450$109,668-$198,118
Occupancy$37,402$33,141-$70,543
Other Salaries and Wages$35,548$27,354-$62,902
All Other Expenses$41,310--$41,310
Fees for Services Other$34,074$2,169-$36,243
Other Employee Benefits$14,071$15,154-$29,225
Payroll Taxes$12,932$14,010-$26,942
Office Expenses$7,129$12,006-$19,135
Other Expenses$6,396$3,956$7,056$17,408
Depreciation Depletion-$13,630-$13,630
Advertising$13,453--$13,453
Insurance-$6,191-$6,191
Fees for Services Accounting-$4,144-$4,144
Fees for Service Investment Mgmnt Fees-$2,034-$2,034
Interest-$29-$29
Total Functional Expenses$520,084$246,335$7,056$773,475

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$874,251
Total Expenses per Form 990$773,475
Expenses per Audited Statements$771,441
Expenses Not Reported on Form 990$102,810
Expenses Not Reported on Financial Statements$2,034
Other Expense Adjustments$2,034
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,714
Fundraising Direct Expenses$45,307
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
4th of July Concert$26,515$26,515$28,029$-1,514
Montana Talent$14,400$14,400$4,816$9,584
Total Events$59,327$59,327$45,307$14,020
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
Christopher Freeze
Title
Executive Director
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Freeze
Formed
1968
Legal Domicile
Mt
Voting Board Members
15
Independent Board Members
15
Employees
8
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.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special events exp netted w/rev on 990 $45307”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment exp netted w/rev on f/s $2034”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special events exp netted w/rev on 990 $45307”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment exp netted w/rev on f/s $2034”

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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/Form990PartVIISectionAGrp/PersonNm7PAUL GATES
IRS990/Form990PartVIISectionAGrp/PersonNm8ANNA HATCHER
IRS990/Form990PartVIISectionAGrp/PersonNm9I JOY KITAHARA
IRS990/Form990PartVIISectionAGrp/PersonNm10NANCY OJALA
IRS990/Form990PartVIISectionAGrp/PersonNm11DENIS PRAGER
IRS990/Form990PartVIISectionAGrp/PersonNm12CLIFF SCHUTTER
IRS990/Form990PartVIISectionAGrp/PersonNm13WALTER WUNSCH
IRS990/Form990PartVIISectionAGrp/PersonNm14KANDACE SYLVESTER
IRS990/Form990PartVIISectionAGrp/PersonNm15SHERRY LINNEROOTH
IRS990/Form990PartVIISectionAGrp/PersonNm16CHRISTOPHER FREEZE
IRS990/Form990PartVIISectionAGrp/PersonNm17MATTHEW J SAVORY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Former Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt4Choir Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Orchestra Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Student Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Choir Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Former Exec Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt17Music Director and Conductor
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IRS990/FSAuditedInd0false
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IRS990/FundraisingGrossIncomeAmt062714
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt0899376
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0222423
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt083
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0122155
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017611
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021217
IRS990/LandBldgEquipCostOrOtherBssAmt0143372
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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE BOZEMAN SYMPHONY PROVIDES PROGRAMMING FOR THE BENEFIT OF INDIVIDUALS, STUDENTS AND MUSICIANS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0336587
IRS990/NetAssetsOrFundBalancesEOYAmt0323338
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2650
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2650
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt017407
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt017407
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt07129
IRS990/OfficeExpensesGrp/TotalAmt019135
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014071
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029225
IRS990/OtherExpensesGrp/Desc0ORCHESTRA STIPEND
IRS990/OtherExpensesGrp/Desc1GUEST ARTISTS
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02849
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13956
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IRS990/OtherExpensesGrp/ProgramServicesAmt147960
IRS990/OtherExpensesGrp/ProgramServicesAmt241880
IRS990/OtherExpensesGrp/ProgramServicesAmt36396
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IRS990/OtherExpensesGrp/TotalAmt147960
IRS990/OtherExpensesGrp/TotalAmt244729
IRS990/OtherExpensesGrp/TotalAmt317408
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07066
IRS990/PrincipalOfficerNm0CHRISTOPHER FREEZE
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1541800
IRS990/ProgramServiceRevenueGrp/BusinessCd2711130
IRS990/ProgramServiceRevenueGrp/Desc0CONCERT TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM ADVERTISING
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt137178
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt279500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0311680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt137178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt279500
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010181
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IRS990/PYOtherExpensesAmt0391540
IRS990/PYOtherRevenueAmt059725
IRS990/PYProgramServiceRevenueAmt0307875
IRS990/PYRevenuesLessExpensesAmt0105802
IRS990/PYSalariesCompEmpBnftPaidAmt0305542
IRS990/PYTotalExpensesAmt0697082
IRS990/PYTotalRevenueAmt0802884
IRS990/QuidProQuoContributionsInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$357,826
Liabilities
$34,488
Net assets
$323,338
Revenue
$765,543
Expenses
$773,475
Net income
-$7,932
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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