Civic Intelligence

Portland Bach Experience

990EZ • Fiscal year 2019 • EIN 82-3243787

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 31, 2020

9 Taylor StreetPortland, ME 04102

(207) 671-9343

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.71x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$25,952

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$15,684

Up $1,595 (+11%) from 2018

Net Assets

$4,510

No earlier filing loaded for comparison.

Liabilities

Up

$11,174

Up $1,805 (+19%) from 2018

Revenue

Up

$154,990

Up $18,576 (+14%) from 2018

Expenses

Up

$155,199

Up $23,505 (+18%) from 2018

Net Income

Down

-$209

Down $4,929 (-104%) from 2018

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2018: $14,089Liabilities 2018: $9,3692018Assets 2019: $15,684Liabilities 2019: $11,174Net Assets 2019: $4,5102019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2019

Assets$15,684
Liabilities$11,174
Net Assets$4,510

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2018: $136,414Expenses 2018: $131,694Net Income 2018: $4,7202018Revenue 2019: $154,990Expenses 2019: $155,199Net Income 2019: -$2092019Revenue 2020: $101,147Expenses 2020: $101,147Net Income 2020: $02020

Highlighted filing

2019

Revenue$154,990
Expenses$155,199
Net Income-$209
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 31, 2020
Return Version
2018v3.2
Gross Receipts
$154,990
Mission and Program Overview

Mission

To perform and present classical music concerts, primarily in the state of maine, with an emphasis on baroque music; to perform and present music education programs, primarily in the state of maine; to conduct any other activities that may be necessary, useful, or desirable for the furtherance or accomplishment of the foregoing purposes.

Program Services

DescriptionGrantsExpenses
PERFORMED AND PRESENTED CLASSICAL MUSIC CONCERTS, PRIMARILY IN THE STATE OF MAINE, WITH AN EMPHASIS ON BAROQUE MUSIC; PERFORMED AND PRESENTED MUSIC EDUCATION PROGRAMS, PRIMARILY IN THE STATE OF MAINE; CONDUCTED OTHER ACTIVITIES THAT WERE NECESSARY, USEFUL, OR DESIRABLE FOR THE FURTHERANCE OR ACCOMPLISHMENT OF THE FOREGOING PURPOSES.-$155,061
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY ISAACSONPresidentPT$25,952-$25,952
EMILY SOUTHARDSecretaryPT$11,125-$11,125
PETER GRIFFINTreasurerPT$0--
PAUL ALLENDirector-$0--
JAMIE ISAACSONDirector-$0--
SAM PARKHILLDirector-$0--
BRAD KAUFFMANDirector-$0--
JACKIE STUDERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Portland Bach Experience
EIN
82-3243787
Address
9 TAYLOR STREET, PORTLAND, ME 04102

Signing Officer

Name
Emily Southard
Title
Secretary
Signed
2020-01-31

Preparer

Firm
Hobson & Company LLC
Address
PO BOX 70, SACO, ME 04072-0070
Preparer
Adam C Hobson CPA
Phone
2072830023
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 26,280 office supplies 138 postage 219 travel other 2,869 insurance 1,651 audio / video production 5,250 development expense 582 equipment rental 2,064 program supplies 642 scores 39 merchant fees 2,318 salon concert expense 2,296 admin fees oc 8,764 fees & licenses 703 total 53,815

Form 990-ez, Part II, Line 24

Pledges receivable 7,000 0 grants receivable 0 2,500 accounts receivable 7,089 5,758 total 14,089 8,258

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 3,600 7,424 loan payable 1,800 0 subcontractors payable 3,970 0 oc payable 0 3,750

Form 990-ez, Part III

To perform and present classical music concerts, primarily in the state of maine, with an emphasis on baroque music; to perform and present music education programs, primarily in the state of maine; to conduct any other activities that may be necessary, useful, or desirable for the furtherance or accomplishment of the foregoing purposes.

Form 990-ez, Part III, Line 28

Performed and presented classical music concerts, primarily in the state of maine, with an emphasis on baroque music; performed and presented music education programs, primarily in the state of maine; conducted other activities that were necessary, useful, or desirable for the furtherance or accomplishment of the foregoing purposes.

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL INNIS
IRS990EZ/BooksInCareOfDetail/PhoneNum02076719343
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 TAYLOR STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004102
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07426
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0116714
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-209
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt062807
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014089
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015684
IRS990EZ/GrossReceiptsAmt0154990
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04719
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04510
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04719
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04510
IRS990EZ/OccupancyRentUtltsAndMaintAmt01500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt025952
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt111125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY ISAACSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY SOUTHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMIE ISAACSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAM PARKHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRAD KAUFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JACKIE STUDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014089
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08258
IRS990EZ/OtherExpensesTotalAmt053815
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PERFORM AND PRESENT CLASSICAL MUSIC CONCERTS, PRIMARILY IN THE STATE OF MAINE, WITH AN EMPHASIS ON BAROQUE MUSIC; TO PERFORM AND PRESENT MUSIC EDUCATION PROGRAMS, PRIMARILY IN THE STATE OF MAINE; TO CONDUCT ANY OTHER ACTIVITIES THAT MAY BE NECESSARY, USEFUL, OR DESIRABLE FOR THE FURTHERANCE OR ACCOMPLISHMENT OF THE FOREGOING PURPOSES.
IRS990EZ/ProgramServiceRevenueAmt038276
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERFORMED AND PRESENTED CLASSICAL MUSIC CONCERTS, PRIMARILY IN THE STATE OF MAINE, WITH AN EMPHASIS ON BAROQUE MUSIC; PERFORMED AND PRESENTED MUSIC EDUCATION PROGRAMS, PRIMARILY IN THE STATE OF MAINE; CONDUCTED OTHER ACTIVITIES THAT WERE NECESSARY, USEFUL, OR DESIRABLE FOR THE FURTHERANCE OR ACCOMPLISHMENT OF THE FOREGOING PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0155061
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt037077
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09370
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011174
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0155199
IRS990EZ/TotalProgramServiceExpensesAmt0155061
IRS990EZ/TotalRevenueAmt0154990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PORTLANDBACHEXPERIENCE.COM
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0116714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0101419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0218133
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt073271
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0218133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0116714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0101419
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0218133
IRS990ScheduleA/TotalSupportAmt0218133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 26,280 OFFICE SUPPLIES 138 POSTAGE 219 TRAVEL OTHER 2,869 INSURANCE 1,651 AUDIO / VIDEO PRODUCTION 5,250 DEVELOPMENT EXPENSE 582 EQUIPMENT RENTAL 2,064 PROGRAM SUPPLIES 642 SCORES 39 MERCHANT FEES 2,318 SALON CONCERT EXPENSE 2,296 ADMIN FEES OC 8,764 FEES & LICENSES 703 TOTAL 53,815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 7,000 0 GRANTS RECEIVABLE 0 2,500 ACCOUNTS RECEIVABLE 7,089 5,758 TOTAL 14,089 8,258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,600 7,424 LOAN PAYABLE 1,800 0 SUBCONTRACTORS PAYABLE 3,970 0 OC PAYABLE 0 3,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PERFORM AND PRESENT CLASSICAL MUSIC CONCERTS, PRIMARILY IN THE STATE OF MAINE, WITH AN EMPHASIS ON BAROQUE MUSIC; TO PERFORM AND PRESENT MUSIC EDUCATION PROGRAMS, PRIMARILY IN THE STATE OF MAINE; TO CONDUCT ANY OTHER ACTIVITIES THAT MAY BE NECESSARY, USEFUL, OR DESIRABLE FOR THE FURTHERANCE OR ACCOMPLISHMENT OF THE FOREGOING PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PERFORMED AND PRESENTED CLASSICAL MUSIC CONCERTS, PRIMARILY IN THE STATE OF MAINE, WITH AN EMPHASIS ON BAROQUE MUSIC; PERFORMED AND PRESENTED MUSIC EDUCATION PROGRAMS, PRIMARILY IN THE STATE OF MAINE; CONDUCTED OTHER ACTIVITIES THAT WERE NECESSARY, USEFUL, OR DESIRABLE FOR THE FURTHERANCE OR ACCOMPLISHMENT OF THE FOREGOING PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY SOUTHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTLAND BACH EXPERIENCE
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0823243787
ReturnHeader/Filer/USAddress/AddressLine1Txt09 TAYLOR STREET
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B56DF4F6428E2A4B9F8A69FFAEBF27BE1BE6DF0A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C87691A454F0CF987FA77571BC2AF34E1E43D98F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-02-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:44:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453595502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOBSON & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 70
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0040720070
ReturnHeader/PreparerPersonGrp/PhoneNum02072830023
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C HOBSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-03T12:44:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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Filings