Civic Intelligence

Jackson Symphony Orchestra

EIN 83-1357344 • 501(c)3 • Jackson, MI

Pub. 78 EligibleNTEE A12

Profile

Distribute the income generated from its assets, and principal, as necessary to support the jackson sympony orchestra at such times as it deems appropriate.

215 West Michigan AvenueJackson, MI 49201
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

NTEE A • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

NTEE A • $5M-$10M nonprofits • Source year 2024

Net Margin

67th percentile

19%

Higher net margin than 67% of similar nonprofits.

NTEE A • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$96,992

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

NTEE A • $5M-$10M nonprofits • Source year 2024

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

NTEE A • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

NTEE A • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,835,825

Up $819,241 (+12%) from 2023

Liabilities

Up

$829

Up $829 from 2023

Net Assets

Up

$7,834,996

Up $818,412 (+12%) from 2023

Operations
Liabilities / Revenue8th percentileNet Margin67th percentile

Revenue

Down

$479,482

Down $79,452 (-14%) from 2023

Expenses

Up

$387,267

Up $236,782 (+157%) from 2023

Net Income

Down

$92,215

Down $316,234 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2023: $7,016,584Liabilities 2023: $0Net Assets 2023: $7,016,5842023Assets 2024: $7,835,825Liabilities 2024: $829Net Assets 2024: $7,834,9962024

Highlighted filing

2024

Assets$7,835,825
Liabilities$829
Net Assets$7,834,996
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$600K$400K$200K$0Revenue 2023: $558,934Expenses 2023: $150,485Net Income 2023: $408,4492023Revenue 2024: $479,482Expenses 2024: $387,267Net Income 2024: $92,2152024

Highlighted filing

2024

Revenue$479,482
Expenses$387,267
Net Income$92,215
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,835,825
Liabilities
$829
Net assets
$7,834,996
Revenue
$479,482
Expenses
$387,267
Net income
$92,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.83$0.48$0.39$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.56$0.15$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$479,482
Mission and Program Overview

Mission

Distribute the income generated from its assets, and principal, as necessary to support the jackson sympony orchestra at such times as it deems appropriate.

Distribute the income generated from its assets, and principal, as necessary to support the jackson symphony orchestra at such times as it deems appropriate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,028,779$7,156,175▲ $1,127,396
Pledges and Grants Receivable$987,805$679,650▼ $308,155
Total Assets$7,016,584$7,835,825▲ $819,241
Liabilities
Accounts Payable and Accrued Expenses-$829-
Total Liabilities$0$829▲ $829
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,674,032$5,617,372▲ $943,340
Net Assets With Donor Restrictions$2,342,552$2,217,624▼ $124,928
Total Net Assets Fund Balance$7,016,584$7,834,996▲ $818,412
Total Liabilities and Net Assets / Fund Balance$7,016,584$7,835,825▲ $819,241

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,028,779$520,351▲ $958,973$351,928$7,156,175
2022-$5,018,088▲ $863,487$1,478,204$6,028,779
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleOtherTotal
Steven TrosinDirector$96,992$96,992

Board Members and Trustees

NameTitle
Erin MazurPresident
Ben ButterfieldDirector
Caroly BloodworthDirector
John WaldronDirector
Larry HalmanDirector
Susan RileyDirector
Laurie CunninghamSecretary an
Earl PoleskiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$212,195
Program Service Revenue
$0
Investment Income
$267,287
Other Revenue
$0
All Other Contributions
$212,195
Change in Net Assets
$92,215

Audited Revenue Reconciliation

Revenue per Audited Statements
$479,482
Revenue Not Reported on Form 990
$726,197
Total Revenue per Audited Statements
$1,205,679
Total Revenue per Form 990
$479,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$387,267
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$341,928--$341,928
Fees for Service Investment Mgmnt Fees$34,451--$34,451
Fees for Services Accounting-$9,775-$9,775
Insurance-$1,113-$1,113
Total Functional Expenses$376,379$10,888$0$387,267

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$387,267
Total Expenses per Audited Statements$387,267
Total Expenses per Form 990$387,267
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Foundation board members review the form 990 prior to annual filing.”

Form 990, Page 6, Part VI, Line 12C

“Foundation requires all board members to adhere to its conflict of interest policy and report any conflicts to the executive committee.”

Form 990, Page 6, Part VI, Line 15A

“NO COMPENSATION IS PAID.”

Form 990, Page 6, Part VI, Line 15B

“NO COMPENSATION IS PAID.”

Form 990, Page 6, Part VI, Line 19

“Foundation's organizational documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Jackson Symphony Orchestra
EIN
83-1357344
Phone
5177823221
Address
215 WEST MICHIGAN AVENUE, JACKSON, MI 49201

Signing Officer

Name
Laurie Cunningham
Title
Secretary and Treas
Phone
5177823221
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Cunningham
Formed
2018
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Willis & Jurasek Pc Cpas
Address
4100 SPRING ARBOR ROAD, JACKSON, MI 49201-9306
Preparer
Christine E Kratzer CPA
Phone
5177888660
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The funds are held and will be transferred to the jackson symphony orchestra as neede to support operations and projects.”

Schedule D, Page 3, Part X

“Professional standards require an analysis of uncertain tax positions for the purpose of determining whether benefits associated with those positions may be recognized for financial statement purposes. Based upon this analysis, no amounts have been identified, or recorded, as uncertain tax positions.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUNDS ARE HELD AND WILL BE TRANSFERRED TO THE JACKSON SYMPHONY ORCHESTRA AS NEEDE TO SUPPORT OPERATIONS AND PROJECTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PROFESSIONAL STANDARDS REQUIRE AN ANALYSIS OF UNCERTAIN TAX POSITIONS FOR THE PURPOSE OF DETERMINING WHETHER BENEFITS ASSOCIATED WITH THOSE POSITIONS MAY BE RECOGNIZED FOR FINANCIAL STATEMENT PURPOSES. BASED UPON THIS ANALYSIS, NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOUNDATION REQUIRES ALL BOARD MEMBERS TO ADHERE TO ITS CONFLICT OF INTEREST POLICY AND REPORT ANY CONFLICTS TO THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMPENSATION IS PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION IS PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOUNDATION'S ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE CUNNINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY AND TREAS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION FOUNDATION INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIS & JURASEK PC CPAS
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
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ReturnHeader/ReturnTs02025-05-14T12:51:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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