Civic Intelligence

The Santa Fe Symphony Orchestra & Chorus Inc

990 • Fiscal year 2016 • EIN 85-0331684

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 23, 2017

Organization ProfileWWW.SANTAFESYMPHONY.ORG
551 West Cordova RoadSanta Fe, NM 87505

(505) 983-3530

Siviq Scores

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

Liabilities / Assets

81st percentile

0.54x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.14x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

65th percentile

8.0%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$79,173

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

96th percentile

101%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-1.5%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$299,601

Up $150,444 (+101%) from 2015

Net Assets

Up

$138,786

Up $92,712 (+201%) from 2015

Liabilities

Up

$160,815

Up $57,732 (+56%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin65th percentile

Revenue

Down

$1,158,236

Down $17,293 (-1.5%) from 2015

Expenses

Down

$1,065,524

Down $126,799 (-11%) from 2015

Net Income

Up

$92,712

Up $109,506 (+652%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $316,195Liabilities 2011: $49,108Net Assets 2011: $267,0872011Assets 2012: $205,420Liabilities 2012: $30,126Net Assets 2012: $175,2942012Assets 2013: $229,181Liabilities 2013: $17,820Net Assets 2013: $211,3612013Assets 2014: $128,890Liabilities 2014: $66,022Net Assets 2014: $62,8682014Assets 2015: $149,157Liabilities 2015: $103,083Net Assets 2015: $46,0742015Assets 2016: $299,601Liabilities 2016: $160,815Net Assets 2016: $138,7862016Assets 2017: $463,906Liabilities 2017: $278,433Net Assets 2017: $185,4732017Assets 2018: $307,041Liabilities 2018: $82,058Net Assets 2018: $224,9832018Assets 2019: $484,498Liabilities 2019: $243,182Net Assets 2019: $241,3162019Assets 2020: $462,346Liabilities 2020: $278,857Net Assets 2020: $183,4892020Assets 2021: $1,008,927Liabilities 2021: $359,311Net Assets 2021: $649,6162021Assets 2022: $739,232Liabilities 2022: $132,178Net Assets 2022: $607,0542022Assets 2023: $834,669Liabilities 2023: $332,270Net Assets 2023: $502,3992023Assets 2024: $924,689Liabilities 2024: $333,202Net Assets 2024: $591,4872024

Highlighted filing

2016

Assets$299,601
Liabilities$160,815
Net Assets$138,786
Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $992,950Expenses 2011: $1,039,705Net Income 2011: -$46,7552011Revenue 2012: $901,373Expenses 2012: $993,166Net Income 2012: -$91,7932012Expenses 2013: $1,105,0012013Revenue 2014: $1,117,398Expenses 2014: $1,253,783Net Income 2014: -$136,3852014Revenue 2015: $1,175,529Expenses 2015: $1,192,323Net Income 2015: -$16,7942015Revenue 2016: $1,158,236Expenses 2016: $1,065,524Net Income 2016: $92,7122016Revenue 2017: $1,337,123Expenses 2017: $1,290,436Net Income 2017: $46,6872017Revenue 2018: $1,336,112Expenses 2018: $1,296,602Net Income 2018: $39,5102018Revenue 2019: $1,484,973Expenses 2019: $1,468,640Net Income 2019: $16,3332019Revenue 2020: $1,448,384Expenses 2020: $1,406,211Net Income 2020: $42,1732020Revenue 2021: $1,681,988Expenses 2021: $1,253,773Net Income 2021: $428,2152021Revenue 2022: $1,640,737Expenses 2022: $1,645,386Net Income 2022: -$4,6492022Revenue 2023: $1,512,996Expenses 2023: $1,617,651Net Income 2023: -$104,6552023Revenue 2024: $1,811,381Expenses 2024: $1,722,293Net Income 2024: $89,0882024

Highlighted filing

2016

Revenue$1,158,236
Expenses$1,065,524
Net Income$92,712
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 23, 2017
Return Version
2015v3.0
Gross Receipts
$1,253,962
Mission and Program Overview

Mission

To be a year-round regional cultural resource, engaging, inspiring, and enriching audiences of all ages and cultures by offering performances of the highest professional quality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$81,124$184,548▲ $103,424
Savings and Temporary Cash Investments$24,266$43,030▲ $18,764
Intangible Assets-$27,718-
Pledges and Grants Receivable$17,188$17,188→ $0
Prepaid Expenses and Deferred Charges$13,546$10,194▼ $3,352
Accounts Receivable$7,814$8,627▲ $813
Land, Buildings, and Equipment, Net$5,219$8,296▲ $3,077
Total Assets$149,157$299,601▲ $150,444
Liabilities
Deferred Revenue$41$75,410▲ $75,369
Other Liabilities$80,000$67,554▼ $12,446
Accounts Payable and Accrued Expenses$23,042$17,851▼ $5,191
Total Liabilities$103,083$160,815▲ $57,732
Net Assets / Fund Balance
Unrestricted Net Assets$46,074$138,786▲ $92,712
Total Net Assets Fund Balance$46,074$138,786▲ $92,712
Total Liabilities and Net Assets / Fund Balance$149,157$299,601▲ $150,444

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,468$38,836$42,304
Equipment$4,828$28,953$33,781

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$96,663$50,000▼ $2,619-$144,044
2014$96,032-▲ $631-$96,663
2013$86,545-▲ $9,487-$96,032
2012$91,159-▲ $708$-4,841$86,545
2011$91,946-▲ $4,190$-4,502$91,159
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gregory W HeltmanFounder & ExFT$79,173$79,173

Board Members and Trustees

NameTitle
John H MurphyPresident
Alan Mar PhdDirector
Allegra AskewDirector
Anne EisfellerDirector
Barbara G RoushDirector
Barbara Schmidt ClarkDirector
Byron HerringtonDirector
E Franklin HirschDirector
Emily Zants PhdDirector
James M GriffithDirector
James R AtwoodDirector
James R DerryberryDirector
Joel BecktellDirector
Mark JohnsonDirector
Mary L AzcuenagaDirector
Maureen CarusonaDirector
Michael DawsonDirector
Michael J Shockro EsqDirector
Richard Rudman MdDirector
Teresa PierceDirector
Michael DegenringDirector/ex
Kurt Hausafus PhdTreasurer
Dana WinogradVice Pres
Frances E RichardsVice Pres
Michael E MelodyVice Pres
Penelope Penland EddVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$745,439
Program Service Revenue
$377,703
Investment Income
$57
Other Revenue
$35,037
All Other Contributions
$661,445
Change in Net Assets
$92,712

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table29$39,512Fair Market Value
Other Non Cash Contri Table9$16,536Fair Market Value
Other Non Cash Contri Table1$1,000Fair Market Value
Total Noncash Contributions39$57,048-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,158,236
Revenue Not Reported on Form 990
$-145,724
Total Revenue per Audited Statements
$1,012,512
Total Revenue per Form 990
$1,158,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$697,833
Other Expenses$367,691
Total Fundraising Expense$169,508
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$498,126$26,460$52,942$577,528
Occupancy$61,332$11,203$11,203$83,738
Current Officers, Directors, Trustees, and Key Employees$22,843$33,750$22,500$79,093
Advertising$69,149--$69,149
Fees for Services Accounting$13,833$13,833$13,833$41,499
Office Expenses$15,416$6,633$14,877$36,926
Payroll Taxes$13,077$4,118$6,112$23,307
Other Employee Benefits$10,046$3,164$4,695$17,905
Insurance$5,299$5,298$5,298$15,895
Travel$12,500$145$144$12,789
Other Expenses$10,384$1,386$1,386$10,384
Fees for Services Other$1,990$1,990$1,990$5,970
All Other Expenses$5,101$244$244$5,589
Interest$707$707$706$2,120
Depreciation Depletion$2,020--$2,020
Information Technology$171$171$171$513
Total Functional Expenses$786,914$109,102$169,508$1,065,524

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,160,513
Expenses per Audited Statements$1,065,524
Total Expenses per Form 990$1,065,524
Expenses Not Reported on Form 990$94,989
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$123,755
Fundraising Direct Expenses$95,726
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
La Dolce Vita G$110,812$70,300$55,295$15,005
Home for the Ho$55,782$53,455$4,780$48,675
Total Events$166,594$123,755$95,726$28,029
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Foundation Loan$67,554
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A draft of the 990 information return was provided to the executive and finance committees electronically and comments were solicited prior to filing.”

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

“Board of directors reviews and approves compensation annually.”

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

“The operations manager incorporates compensation information into the annual budget and the board of directors reviews and approves the compensation information in conjunction with review of the annual budget.”

Form 990, Page 6, Part VI, Line 19

“Documents are kept at the office and are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Santa Fe Symphony
EIN
85-0331684
Phone
5059833530
Address
551 WEST CORDOVA ROAD, SANTA FE, NM 87505

Signing Officer

Name
Kurt Hausafus Phd
Title
Treasurer
Phone
5059833530
Signed
2017-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory W Heltman
Formed
1984
Legal Domicile
Nm
Voting Board Members
27
Independent Board Members
27
Employees
12
Volunteers
120

Preparer

Firm
Loftis Group LLC
Address
4811 HARDWARE RD NE STE E-4, ALBUQUERQUE, NM 87109-2023
Preparer
Frank T Lovato
Phone
5052935009
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net change in beneficial interest in foundation 240,714 net change in beneficial interest in foundation -240,714”

Financial Statement Notes

Schedule D, Page 3, Part X

“The financial accounting and standards board (fasb) issued fasb asc 740-10. Accounting for uncertainty in income taxes, which provides guidance on how to measure and account for various tax positions. The santa fe symphony orchestra & chorus inc. (symphony) determined no material unrecognized tax benefits or liabilities exist as of june 30, 2016 and 2015. As of june 30, 2016 and 2015, the symphony had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The symphony does not anticipate any significant changes related to unrecognized tax benefits.”

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

“Net change in beneficial interest in foundation -240,713”

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IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL DEGENRING
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES R DERRYBERRY
IRS990/Form990PartVIISectionAGrp/PersonNm16ANNE EISFELLER
IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES M GRIFFITH
IRS990/Form990PartVIISectionAGrp/PersonNm18BYRON HERRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm19E FRANKLIN HIRSCH
IRS990/Form990PartVIISectionAGrp/PersonNm20ALAN MAR PHD
IRS990/Form990PartVIISectionAGrp/PersonNm21TERESA PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm22BARBARA G ROUSH
IRS990/Form990PartVIISectionAGrp/PersonNm23RICHARD RUDMAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHAEL J SHOCKRO ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm25EMILY ZANTS PHD
IRS990/Form990PartVIISectionAGrp/PersonNm26MARK JOHNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt079173
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDER & EX
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR/EX
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt042839
IRS990/FundraisingDirectExpensesAmt095726
IRS990/FundraisingGrossIncomeAmt0123755
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GovernmentGrantsAmt041155
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01253962
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt027
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0171
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0171
IRS990/InformationTechnologyGrp/ProgramServicesAmt0171
IRS990/InformationTechnologyGrp/TotalAmt0513
IRS990/InsuranceGrp/FundraisingAmt05298
IRS990/InsuranceGrp/ManagementAndGeneralAmt05298
IRS990/InsuranceGrp/ProgramServicesAmt05299
IRS990/InsuranceGrp/TotalAmt015895
IRS990/IntangibleAssetsGrp/EOYAmt027718
IRS990/InterestGrp/FundraisingAmt0706
IRS990/InterestGrp/ManagementAndGeneralAmt0707
IRS990/InterestGrp/ProgramServicesAmt0707
IRS990/InterestGrp/TotalAmt02120
IRS990/InvestmentIncomeGrp/ExclusionAmt057
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt057
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt0159
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt067789
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05219
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08296
IRS990/LandBldgEquipCostOrOtherBssAmt076085
IRS990/LegalDomicileStateCd0NM
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO BE A YEAR-ROUND REGIONAL CULTURAL RESOURCE, ENGAGING, INSPIRING, AND ENRICHING AUDIENCES OF ALL AGES AND CULTURES BY OFFERING PERFORMANCES OF THE HIGHEST PROFESSIONAL QUALITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt046074
IRS990/NetAssetsOrFundBalancesEOYAmt0138786
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt028029
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt028029
IRS990/NetUnrelatedBusTxblIncmAmt0-3376
IRS990/NoncashContributionsAmt057048
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt011203
IRS990/OccupancyGrp/ManagementAndGeneralAmt011203
IRS990/OccupancyGrp/ProgramServicesAmt061332
IRS990/OccupancyGrp/TotalAmt083738
IRS990/OfficeExpensesGrp/FundraisingAmt014877
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06633
IRS990/OfficeExpensesGrp/ProgramServicesAmt015416
IRS990/OfficeExpensesGrp/TotalAmt036926
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04695
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03164
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010046
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017905
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT EXPENSE
IRS990/OtherExpensesGrp/Desc1DIRECT CONCERT
IRS990/OtherExpensesGrp/Desc2PROG BOOK-PROGRAM RELATED
IRS990/OtherExpensesGrp/Desc3PROG BOOK-ADVERT. RELATED
IRS990/OtherExpensesGrp/FundraisingAmt033407
IRS990/OtherExpensesGrp/FundraisingAmt11386
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01386
IRS990/OtherExpensesGrp/ProgramServicesAmt028027
IRS990/OtherExpensesGrp/ProgramServicesAmt116893
IRS990/OtherExpensesGrp/ProgramServicesAmt210384
IRS990/OtherExpensesGrp/TotalAmt033407
IRS990/OtherExpensesGrp/TotalAmt130799
IRS990/OtherExpensesGrp/TotalAmt216893
IRS990/OtherExpensesGrp/TotalAmt310384
IRS990/OtherLiabilitiesGrp/BOYAmt080000
IRS990/OtherLiabilitiesGrp/EOYAmt067554
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc032ND SEASON
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07008
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt07008
IRS990/OtherRevenueTotalAmt07008
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt052942
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026460
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0498126
IRS990/OtherSalariesAndWagesGrp/TotalAmt0577528
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06112
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04118
IRS990/PayrollTaxesGrp/ProgramServicesAmt013077
IRS990/PayrollTaxesGrp/TotalAmt023307
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt017188
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017188
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013546
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010194
IRS990/PrincipalOfficerNm0GREGORY W HELTMAN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,601
Liabilities
$160,815
Net assets
$138,786
Revenue
$1,158,236
Expenses
$1,065,524
Net income
$92,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.33$0.59$1.81$1.72$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.33$0.50$1.51$1.62$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.13$0.61$1.64$1.65$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.36$0.65$1.68$1.25$0.43
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.28$0.18$1.45$1.41$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.24$0.24$1.48$1.47$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.08$0.22$1.34$1.30$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.28$0.19$1.34$1.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.16$0.14$1.16$1.07$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.10$0.05$1.18$1.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.07$0.06$1.12$1.25$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.02$0.21$1.11
2012Summary only. Only limited summary data is available for this year.$0.21$0.03$0.18$0.90$0.99$0.09
2011Summary only. Only limited summary data is available for this year.$0.32$0.05$0.27$0.99$1.04$0.05