Civic Intelligence

Unknown Organization

990 • Fiscal year 2014 • EIN 84-1257033

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 16, 2014

Organization Profilewww.coloradosymphonyfoundation.org
633 17th Street No 300080202

(303) 299-8148

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

18th percentile

-9.3%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

69th percentile

9.2%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

16th percentile

-13%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$9,691,577

Up $819,634 (+9.2%) from 2013

Net Assets

Up

$9,691,577

Up $819,634 (+9.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin18th percentile

Revenue

Up

$710,705

Up $452,093 (+175%) from 2013

Expenses

Up

$777,031

Up $598,850 (+336%) from 2013

Net Income

Down

-$66,326

Down $146,757 (-182%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$10M$5.0M$0Assets 2012: $7,919,865Liabilities 2012: $0Net Assets 2012: $7,919,8652012Assets 2013: $8,871,943Liabilities 2013: $0Net Assets 2013: $8,871,9432013Assets 2014: $9,691,577Liabilities 2014: $0Net Assets 2014: $9,691,5772014Assets 2015: $9,374,308Liabilities 2015: $0Net Assets 2015: $9,374,3082015

Highlighted filing

2014

Assets$9,691,577
Liabilities$0
Net Assets$9,691,577
Open 2014 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $928,555Expenses 2012: $319,554Net Income 2012: $609,0012012Revenue 2013: $258,612Expenses 2013: $178,181Net Income 2013: $80,4312013Revenue 2014: $710,705Expenses 2014: $777,031Net Income 2014: -$66,3262014Revenue 2015: $661,824Expenses 2015: $401,146Net Income 2015: $260,6782015

Highlighted filing

2014

Revenue$710,705
Expenses$777,031
Net Income-$66,326
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 16, 2014
Return Version
2013v3.0
Gross Receipts
$710,705
Mission and Program Overview

Mission

To support the Colorado Symphony Association.

To provide support to the Colorado Symphony Association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,892,001$8,871,223▲ $979,222
Savings and Temporary Cash Investments$565,704$344,212▼ $221,492
Total Assets$8,871,943$9,691,577▲ $819,634
Other Assets Total$414,238$476,142▲ $61,904
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$8,871,943$9,691,577▲ $819,634
Total Net Assets Fund Balance$8,871,943$9,691,577▲ $819,634
Total Liabilities and Net Assets / Fund Balance$8,871,943$9,691,577▲ $819,634

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$8,871,943$1,171▲ $1,595,494$746,800$9,691,577
2013$7,919,865$60,666▲ $1,069,593$149,733$8,871,943
2012$7,617,873$696,023▼ $74,477$285,000$7,919,865
2011$6,412,615$6,000▲ $1,556,863$328,124$7,617,873
2010$5,815,337$11,689▲ $767,152$157,109$6,412,615
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John W LowPresident & director
Gordon ParkerVice President & director
Jerome KernDirector
Marcia StricklandDirector
Raymond SuttonDirector
WW Peter GrantDirector
Suzanne RyanSecretary & director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,171
Program Service Revenue
$0
Investment Income
$709,534
Other Revenue
$0
All Other Contributions
$1,171
Change in Net Assets
$-66,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$689,062
Revenue Not Reported on Financial Statements
$21,643
Revenue Not Reported on Form 990
$885,960
Total Revenue per Audited Statements
$1,575,022
Total Revenue per Form 990
$710,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$746,800
Other Expenses$30,231
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$746,800--$746,800
Fees for Service Investment Mgmnt Fees-$21,643-$21,643
Fees for Services Other-$8,400-$8,400
Other Expenses-$188-$188
Total Functional Expenses$746,800$30,231$0$777,031

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$777,031
Expenses per Audited Statements$755,388
Total Expenses per Audited Statements$755,388
Expenses Not Reported on Financial Statements$21,643
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
84-0511458-501(c)(3)Operating support for the Colorado Symphony Association.$746,800
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
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, Section A, line 7A

“The Colorado Symphony Association is allowed to appoint a member of its board of trustess to the Foundation's board of directors.”

Form 990, Part VI, Section A, line 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“A copy of the June 30, 2014 Form 990 was reviewed at the September 2014 board meeting prior to filing with the IRS.”

Form 990, Part VI, Section B, line 12C

“To monitor and enforce compliance with the conflict of interest policy, the Foundation requires all board members to submit a conflict of interest disclosure questionnaire annually. If a conflict of interest were to be disclosed, it would be reviewed by the board and the appropriate action taken.”

Form 990, Part VI, Section B, line 15

“There are no paid employees of the Foundation.”

Form 990, Part VI, Section C, line 19

“The Foundation's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
84-1257033
Phone
3032998148

Signing Officer

Name
John Low
Title
President
Phone
3032998148
Signed
2014-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Low
Formed
1994
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Preparer
Lori Anne Reinwald
Phone
3035345953
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in value of remainder trust 61,904.”

Form 990, Part XII, Line 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

Part V, Line 4:

“Intended use of the Foundation's endowment funds is to provide distributions to the Colorado Symphony Association and still provide for growth in assets and income over time.”

Part X, Line 2:

“The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, and has been granted non-private foundation status in accordance with Section 509(a)(3) of the Internal Revenue Code. The Foundation also qualifies for the charitable contribution deduction. Income from activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. The Foundation had no unrelated business income during the fiscal years ended June 30, 2014 and 2013. The Foundation is required to report uncertain tax positions. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of June 30, 2014 and 2013. If incurred, interest and penalties associated with uncertain tax positions would be recorded in the period assessed as other operating expenses. No interest or penalties have been assessed as of June 30, 2014 and 2013. The three previous tax years remain subject to examination.”

Part XI, Line 2D - Other Adjustments:

“Change in value of remainder trust”

Raw XML AppendixShowing 400 of 423 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.

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IRS990ScheduleD/RevenueSubtotalAmt0689062
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Intended use of the Foundation's endowment funds is to provide distributions to the Colorado Symphony Association and still provide for growth in assets and income over time.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, and has been granted non-private foundation status in accordance with Section 509(a)(3) of the Internal Revenue Code. The Foundation also qualifies for the charitable contribution deduction. Income from activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. The Foundation had no unrelated business income during the fiscal years ended June 30, 2014 and 2013. The Foundation is required to report uncertain tax positions. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of June 30, 2014 and 2013. If incurred, interest and penalties associated with uncertain tax positions would be recorded in the period assessed as other operating expenses. No interest or penalties have been assessed as of June 30, 2014 and 2013. The three previous tax years remain subject to examination.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Change in value of remainder trust
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0777031
IRS990ScheduleD/TotalRevenuePerForm990Amt0710705
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01575022
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0755388
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0746800
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0n/a
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Operating support for the Colorado Symphony Association.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Colorado Symphony Association
IRS990ScheduleI/RecipientTable/RecipientEIN0840511458
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101000 14th Street 15
IRS990ScheduleI/RecipientTable/USAddress/City0Denver
IRS990ScheduleI/RecipientTable/USAddress/State0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode080202
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0n/a
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation's purpose is to provide distributions to the Colorado Symphony Assocation. The Foundation receives quarterly updates on the activities of the Association.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Colorado Symphony Association is allowed to appoint a member of its board of trustess to the Foundation's board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the June 30, 2014 Form 990 was reviewed at the September 2014 board meeting prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3To monitor and enforce compliance with the conflict of interest policy, the Foundation requires all board members to submit a conflict of interest disclosure questionnaire annually. If a conflict of interest were to be disclosed, it would be reviewed by the board and the appropriate action taken.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4There are no paid employees of the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Foundation's governing documents, conflict of interest policy and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Change in value of remainder trust 61,904.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The process has not changed from the prior year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Colorado Symphony Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0840511458
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Orchestra
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101000 14th Street 15
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Denver
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode080202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08871943
IRS990/TotalAssetsEOYAmt09691577
IRS990/TotalAssetsGrp/BOYAmt08871943
IRS990/TotalAssetsGrp/EOYAmt09691577
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01171
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030231
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0746800
IRS990/TotalFunctionalExpensesGrp/TotalAmt0777031
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08871943
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09691577
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0746800
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0709534
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0710705
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08871943
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09691577
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10633 17th Street No 3000
IRS990/USAddress/City0Denver
IRS990/USAddress/State0CO
IRS990/USAddress/ZIPCode080202
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.coloradosymphonyfoundation.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John Low

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,691,577
Liabilities
$0
Net assets
$9,691,577
Revenue
$710,705
Expenses
$777,031
Net income
-$66,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.66$0.40$0.26
2014Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$0.71$0.78$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$0.00$8.87$0.26$0.18$0.08
2012Summary only. Only limited summary data is available for this year.$7.92$0.00$7.92$0.93$0.32$0.61