Civic Intelligence

Jackson Symphony Orchestra Association Foundation Inc.

990 • Fiscal year 2023 • EIN 83-1357344

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2023

Organization Profile
215 West Michigan AvenueJackson, MI 49201

(517) 782-3221

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2023 filings • NTEE A • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

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

2023 filings • NTEE A • $5M-$10M nonprofits • Source year 2023

Net Margin

91st percentile

73%

Higher net margin than 91% of similar nonprofits.

2023 filings • NTEE A • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$97,779

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2023 filings • NTEE A • $5M-$10M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

$7,016,584

No earlier filing loaded for comparison.

Net Assets

$7,016,584

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin91st percentile

Revenue

$558,934

No earlier filing loaded for comparison.

Expenses

$150,485

No earlier filing loaded for comparison.

Net Income

$408,449

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$7,016,584
Liabilities$0
Net Assets$7,016,584
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$558,934
Expenses$150,485
Net Income$408,449
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2023
Return Version
2022v5.0
Gross Receipts
$558,934
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$6,028,779-
Pledges and Grants Receivable-$987,805-
Total Assets$0$7,016,584▲ $7,016,584
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$6,028,779-
Net Assets With Donor Restrictions-$987,805-
Total Net Assets Fund Balance$0$7,016,584▲ $7,016,584
Total Liabilities and Net Assets / Fund Balance$0$7,016,584▲ $7,016,584

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$5,360,205$38,833▲ $764,433$134,692$6,028,779
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleOtherTotal
Steven TrosinDirector$97,779$97,779

Board Members and Trustees

NameTitle
Dave DuesingPresident
Ben ButterfieldDirector
Earl PoleskiDirector
John WaldronDirector
Larry HalmanDirector
Susan RileyDirector
Laurie CunninghamVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$38,883
Program Service Revenue
$0
Investment Income
$520,051
Other Revenue
$0
All Other Contributions
$38,883
Change in Net Assets
$408,449

Audited Revenue Reconciliation

Revenue per Audited Statements
$558,934
Revenue Not Reported on Form 990
$6,608,135
Total Revenue per Audited Statements
$7,167,069
Total Revenue per Form 990
$558,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,485
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$134,692--$134,692
Fees for Service Investment Mgmnt Fees-$15,793-$15,793
Total Functional Expenses$134,692$15,793$0$150,485

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$150,485
Total Expenses per Audited Statements$150,485
Total Expenses per Form 990$150,485
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
Vice-president
Phone
5177823221
Signed
2023-05-14
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

Additional Explanations

Form 990, Part XI, Line 9

“Transfer from jso 6,252,779”

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 needed 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.”

Schedule D, Page 4, Part XI, Line 2D

“Transfer from jso 6,252,779”

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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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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH VALUE AND FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0JACKSON SYMPHONY ORCHESTRA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1JACKSON SYMPHONY ORCHESTRA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt07016584
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt07016584
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt038883
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015793
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0134692
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150485
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07016584
IRS990/TotalOtherCompensationAmt012779
IRS990/TotalProgramServiceExpensesAmt0134692
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0520051
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0558934
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07016584
IRS990/TotReportableCompRltdOrgAmt085000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0215 WEST MICHIGAN AVENUE
IRS990/USAddress/CityNm0JACKSON
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049201
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE CUNNINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05177823221
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSON SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0831357344
ReturnHeader/Filer/PhoneNum05177823221
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 WEST MICHIGAN AVENUE
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381964450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIS & JURASEK PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04100 SPRING ARBOR ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0492019306
ReturnHeader/PreparerPersonGrp/PhoneNum05177888660
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE E KRATZER CPA
ReturnHeader/ReturnTs02024-05-14T17:05:14-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CUNNINGHAM
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,016,584
Liabilities
$0
Net assets
$7,016,584
Revenue
$558,934
Expenses
$150,485
Net income
$408,449
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