Civic Intelligence

Friends of the Symphony Inc

EIN 84-0711905 • 501(c)3 • Fort Collins, CO

Profile

To present musical concerts

PO Box 1515Fort Collins, CO 80522

www.friendsofthesymphony.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$18,400

Up $1,269 (+7.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$18,400

Up $1,269 (+7.4%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin59th percentile

Revenue

Up

$18,040

Up $3,910 (+28%) from 2024

Expenses

Down

$16,771

Down $830 (-4.7%) from 2024

Net Income

Up

$1,269

Up $4,740 (+137%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$30K$20K$10K$0Assets 2011: $6,067Net Assets 2011: $6,0672011Assets 2012: $11,107Net Assets 2012: $11,1072012Assets 2016: $6,813Liabilities 2016: $02016Assets 2018: $16,586Net Assets 2018: $16,5862018Assets 2019: $22,006Net Assets 2019: $22,0062019Assets 2020: $20,900Liabilities 2020: $0Net Assets 2020: $20,9002020Assets 2021: $14,231Liabilities 2021: $0Net Assets 2021: $14,2312021Assets 2022: $16,360Liabilities 2022: $0Net Assets 2022: $16,3602022Assets 2023: $20,602Liabilities 2023: $0Net Assets 2023: $20,6022023Assets 2024: $17,131Liabilities 2024: $0Net Assets 2024: $17,1312024Assets 2025: $18,400Liabilities 2025: $0Net Assets 2025: $18,4002025

Highlighted filing

2025

Assets$18,400
Liabilities$0
Net Assets$18,400
Open 2025 Filing

Operations Trend

Revenue Growth76th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $25,400Expenses 2011: $40,858Net Income 2011: -$15,4582011Revenue 2012: $36,338Expenses 2012: $31,298Net Income 2012: $5,0402012Revenue 2016: $55,299Expenses 2016: $59,842Net Income 2016: -$4,5432016Revenue 2018: $25,680Expenses 2018: $22,569Net Income 2018: $3,1112018Revenue 2019: $27,252Expenses 2019: $21,832Net Income 2019: $5,4202019Revenue 2020: $26,853Expenses 2020: $27,959Net Income 2020: -$1,1062020Revenue 2021: $6,520Expenses 2021: $13,189Net Income 2021: -$6,6692021Revenue 2022: $18,552Expenses 2022: $16,423Net Income 2022: $2,1292022Revenue 2023: $19,800Expenses 2023: $15,558Net Income 2023: $4,2422023Revenue 2024: $14,130Expenses 2024: $17,601Net Income 2024: -$3,4712024Revenue 2025: $18,040Expenses 2025: $16,771Net Income 2025: $1,2692025

Highlighted filing

2025

Revenue$18,040
Expenses$16,771
Net Income$1,269
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,400
Liabilities
$0
Net assets
$18,400
Revenue
$18,040
Expenses
$16,771
Net income
$1,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$18.0$16.8$1.27
2024Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$14.1$17.6$3.47
2023Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$19.8$15.6$4.24
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$18.6$16.4$2.13
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$6.52$13.2$6.67
2020Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$26.9$28.0$1.11
2019Detailed filing. Detailed filing data is available for this year.$22.0$22.0$27.3$21.8$5.42
2018Detailed filing. Detailed filing data is available for this year.$16.6$16.6$25.7$22.6$3.11
2016Summary only. Only limited summary data is available for this year.$6.81$0.00$55.3$59.8$4.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$11.1$36.3$31.3$5.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$6.07$25.4$40.9$15.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 7, 2025
Return Version
2024v5.2
Gross Receipts
$19,850
Mission and Program Overview

Mission

To present musical concerts

Program Services

DescriptionGrantsExpenses
To present musical concerts to the community$5,375$11,559
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee ThielenPresident-$0--
David DennisVice President-$0--
Kathleen BattertonTreasurer-$0--
Paisley PettineSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Friends of the Symphony Inc
EIN
84-0711905
In Care Of
% Kathleen Batterton
Phone
9704815470
Address
PO Box 1515, Fort Collins, CO 80522

Signing Officer

Name
Kathleen Batterton
Title
Treasurer
Phone
9704815470
Signed
2025-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Cache Accounting and Tax Services
Address
323 W Drake Rd Ste 200, Fort Collins, CO 80526
Preparer
Dana Shriver
Phone
9706318887
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Support to other Organizations Grantee Fort Collins Symphony Street 141 S College Suite 104 City, State, Zip Fort Collins, CO 80524Amount 10,375”

Description of other expenses Part I line 16

“Description AmountInsurance 1,222Community Fund 100Composer Talks 375Dues 210Meeting Expenses 3,094Advertising 547Bank/Credit Card Fees 212”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Collins
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080522
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017131
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018400
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt010375
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02580
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt018400
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lee Thielen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Dennis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathleen Batterton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Paisley Pettine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05760
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To present musical concerts
IRS990EZ/PrintingPublicationsPostageAmt0262
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05375
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011559
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01810
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1810
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016771
IRS990EZ/TotalProgramServiceExpensesAmt011559
IRS990EZ/TotalRevenueAmt018040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.friendsofthesymphony.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018552
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt078263
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011245
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt078263
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Support to other Organizations Grantee Fort Collins Symphony Street 141 S College Suite 104 City, State, Zip Fort Collins, CO 80524Amount 10,375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInsurance 1,222Community Fund 100Composer Talks 375Dues 210Meeting Expenses 3,094Advertising 547Bank/Credit Card Fees 212
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BATTERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09704815470
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Friends of the Symphony Inc
ReturnHeader/Filer/BusinessNameControlTxt0FRIE
ReturnHeader/Filer/EIN0840711905
ReturnHeader/Filer/InCareOfNm0% Kathleen Batterton
ReturnHeader/Filer/PhoneNum09704815470
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1515
ReturnHeader/Filer/USAddress/CityNm0Fort Collins
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080522
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453770949
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0323 W Drake Rd Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Collins
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080526
ReturnHeader/PreparerPersonGrp/PhoneNum09706318887
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA SHRIVER
ReturnHeader/ReturnTs02025-08-12T17:52:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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