Civic Intelligence

Flagstaff Symphony Association

990 • Fiscal year 2015 • EIN 86-0186038

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

PO Box 122Flagstaff, AZ 86002

(928) 774-5107

Siviq Scores

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

Liabilities / Assets

65th percentile

0.15x

Higher debt load relative to assets than 65% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.10x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

75th percentile

$65,667

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

84th percentile

32%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

3517%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$461,773

Up $191,770 (+71%) from 2013

Net Assets

Up

$394,584

Up $145,612 (+58%) from 2013

Liabilities

Up

$67,189

Up $46,158 (+219%) from 2013

Revenue

$646,692

No earlier filing loaded for comparison.

Expenses

Up

$563,091

Up $26,435 (+4.9%) from 2013

Net Income

$83,601

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $359,079Liabilities 2010: $5,999Net Assets 2010: $353,0802010Assets 2011: $387,495Liabilities 2011: $6,071Net Assets 2011: $381,4242011Assets 2012: $332,578Liabilities 2012: $26,140Net Assets 2012: $306,4382012Assets 2013: $270,003Liabilities 2013: $21,031Net Assets 2013: $248,9722013Assets 2015: $461,773Liabilities 2015: $67,189Net Assets 2015: $394,5842015Assets 2016: $485,572Liabilities 2016: $115,354Net Assets 2016: $370,2182016Assets 2017: $358,680Liabilities 2017: $32,080Net Assets 2017: $326,6002017Assets 2018: $398,129Liabilities 2018: $78,638Net Assets 2018: $319,4912018Assets 2019: $365,889Liabilities 2019: $72,250Net Assets 2019: $293,6392019Assets 2020: $477,367Liabilities 2020: $245,809Net Assets 2020: $231,5582020Assets 2021: $633,170Liabilities 2021: $249,063Net Assets 2021: $384,1072021Assets 2022: $621,578Liabilities 2022: $218,723Net Assets 2022: $402,8552022Assets 2023: $551,775Liabilities 2023: $231,716Net Assets 2023: $320,0592023Assets 2024: $509,905Liabilities 2024: $225,030Net Assets 2024: $284,8752024Assets 2025: $421,138Liabilities 2025: $176,795Net Assets 2025: $244,3432025

Highlighted filing

2015

Assets$461,773
Liabilities$67,189
Net Assets$394,584

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $457,8542010Expenses 2011: $488,0232011Expenses 2012: $522,5132012Expenses 2013: $536,6562013Revenue 2015: $646,692Expenses 2015: $563,091Net Income 2015: $83,6012015Revenue 2016: $609,517Expenses 2016: $620,354Net Income 2016: -$10,8372016Revenue 2017: $540,835Expenses 2017: $614,633Net Income 2017: -$73,7982017Revenue 2018: $552,813Expenses 2018: $570,640Net Income 2018: -$17,8272018Revenue 2019: $547,493Expenses 2019: $578,327Net Income 2019: -$30,8342019Revenue 2020: $577,119Expenses 2020: $639,300Net Income 2020: -$62,1812020Revenue 2021: $502,323Expenses 2021: $349,774Net Income 2021: $152,5492021Revenue 2022: $668,536Expenses 2022: $649,788Net Income 2022: $18,7482022Revenue 2023: $516,613Expenses 2023: $599,409Net Income 2023: -$82,7962023Revenue 2024: $599,894Expenses 2024: $635,078Net Income 2024: -$35,1842024Revenue 2025: $603,629Expenses 2025: $644,161Net Income 2025: -$40,5322025

Highlighted filing

2015

Revenue$646,692
Expenses$563,091
Net Income$83,601
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$693,506
Mission and Program Overview

Mission

To enrich, engage, and inspire our community through the performance of orchestral music

To enrich, engage, and inspire our community through the performance of orchestral music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$270,188$356,482▲ $86,294
Cash and Non-Interest-Bearing Accounts$67,619$80,174▲ $12,555
Savings and Temporary Cash Investments-$10,002-
Accounts Receivable$4,900$9,142▲ $4,242
Prepaid Expenses and Deferred Charges$5,955$5,050▼ $905
Land, Buildings, and Equipment, Net-$923-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$348,662$461,773▲ $113,111
Other Assets Total-$0-
Liabilities
Deferred Revenue$36,450$64,875▲ $28,425
Other Liabilities$755$2,314▲ $1,559
Total Liabilities$37,205$67,189▲ $29,984
Net Assets / Fund Balance
Unrestricted Net Assets$215,906$223,286▲ $7,380
Permanently Rstr Net Assets$87,737$162,737▲ $75,000
Temporarily Rstr Net Assets$7,814$8,561▲ $747
Total Net Assets Fund Balance$311,457$394,584▲ $83,127
Total Liabilities and Net Assets / Fund Balance$348,662$461,773▲ $113,111

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,299$2,299
Other Land Buildings$923$15$938

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$270,188$75,000▲ $13,471$2,177$356,482
2014$262,868-▲ $7,869-$270,188
2013$228,187$18,787▲ $18,909-$262,868
2012$73,280$138,276▲ $19,000-$228,187
2011$68,301$7,500▼ $2,521-$73,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Christopher T BartonExecutive DirectorFT$65,667$65,667

Board Members and Trustees

NameTitle
Carl TaylorPresident
Molly MungerPresident Elect
Cheryl OssenfortDirector
Helen Hudgens FerrellDirector
Jerry OlsonDirector
Josh ButlerDirector
Jude MackDirector
Kathy HoytDirector
Lanny MorrisonDirector
Michael KittDirector
Michael VincentDirector
Nancy SullivanDirector
Nando SchellenDirector
Phyllis WolfskillDirector
Stan SutherlandDirector
Todd SullivanDirector
Beatrice CooleySecretary
Hanna CortnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$305,051
Program Service Revenue
$325,167
Investment Income
$13,488
Other Revenue
$2,986
All Other Contributions
$223,000
Change in Net Assets
$83,601

Audited Revenue Reconciliation

Revenue per Audited Statements
$633,678
Revenue Not Reported on Financial Statements
$13,014
Revenue Not Reported on Form 990
$26,345
Other Revenue Adjustments
$13,014
Total Revenue per Audited Statements
$660,023
Total Revenue per Form 990
$646,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$325,559
Other Expenses$237,532
Total Fundraising Expense$37,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$192,308$29,130$2,648$224,086
Current Officers, Directors, Trustees, and Key Employees$17,325$34,650$17,325$69,300
Occupancy$50,263$11,993$275$62,531
All Other Expenses$9,591$6,486$11,528$27,605
Advertising$25,740-$1,355$27,095
Payroll Taxes$17,068$5,193$1,626$23,887
Travel$15,998$391-$16,389
Fees for Services Accounting-$14,975-$14,975
Other Expenses$9,177$2,250$483$9,660
Other Employee Benefits$4,796$2,970$520$8,286
Office Expenses-$6,139$101$6,240
Information Technology$2,707$2,707$602$6,016
Fees for Service Investment Mgmnt Fees-$4,219-$4,219
Royalties$2,241--$2,241
Insurance-$1,751-$1,751
Fees for Services Other-$1,382-$1,382
Conferences and Meetings$364$182$182$728
Depreciation Depletion-$15-$15
Total Functional Expenses$401,450$124,433$37,208$563,091

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$585,691
Total Expenses per Form 990$563,091
Expenses per Audited Statements$558,872
Expenses Not Reported on Form 990$26,819
Expenses Not Reported on Financial Statements$4,219
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,800
Fundraising Direct Expenses$46,814
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Guild$35,100$35,100-$35,100
Gala$87,751$14,700$4,042$10,658
Total Events$122,851$49,800$46,814$2,986
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$2,314
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 is submitted for review to the finance committee and entire board of directors.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The conflict of interest policy is reviewed annually and members are asked to sign a conflict of interest and conflict of loyalty form.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation is determined through committee research and comparisons of compensation for similar organizations.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization makes its governing documents, financial statements, and tax returns available to the public upon request. The tax returns are also availabe on www.guidestar.org

Filing and Contact Details

Filer

Filer Name
Flagstaff Symphony Association
EIN
86-0186038
Phone
9287745107
Address
PO Box 122, Flagstaff, AZ 86002

Signing Officer

Name
Christopher T Barton
Title
Executive Director
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher T Barton
Formed
1965
Legal Domicile
Az
Voting Board Members
18
Independent Board Members
18
Employees
122
Volunteers
120

Preparer

Firm
Nordstrom & Associates Pc
Address
150 W DALE AVE STE 2, Flagstaff, AZ 86001
Preparer
Jennifer Nordstrom
Phone
9287745086
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Special events expense $26819

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

INVESTMENT INCOME $13014

Part XII, Line 2D: Other expenses and losses per audited F/S

Special events expense $26819

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IRS990/Form990PartVIISectionAGrp/PersonNm14TODD SULLIVAN
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IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL VINCENT
IRS990/Form990PartVIISectionAGrp/PersonNm17PHYLLIS WOLFSKILL
IRS990/Form990PartVIISectionAGrp/PersonNm18CHRISTOPHER T BARTON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Executive Dir.
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IRS990/InformationTechnologyGrp/TotalAmt06016
IRS990/InsuranceGrp/ManagementAndGeneralAmt01751
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To enrich, engage, and inspire our community through the performance of orchestral music.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04796
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08286
IRS990/OtherExpensesGrp/Desc0GUEST ARTISTS
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2Music and Production
IRS990/OtherExpensesGrp/Desc3Printing and Publications
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IRS990/OtherExpensesGrp/FundraisingAmt1483
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02250
IRS990/OtherExpensesGrp/ProgramServicesAmt034994
IRS990/OtherExpensesGrp/ProgramServicesAmt18438
IRS990/OtherExpensesGrp/ProgramServicesAmt210440
IRS990/OtherExpensesGrp/ProgramServicesAmt39177
IRS990/OtherExpensesGrp/TotalAmt034994
IRS990/OtherExpensesGrp/TotalAmt111251
IRS990/OtherExpensesGrp/TotalAmt210440
IRS990/OtherExpensesGrp/TotalAmt39660
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IRS990/OtherLiabilitiesGrp/EOYAmt02314
IRS990/OtherRevenueTotalAmt00
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0192308
IRS990/OtherSalariesAndWagesGrp/TotalAmt0224086
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IRS990/PayrollTaxesGrp/ProgramServicesAmt017068
IRS990/PayrollTaxesGrp/TotalAmt023887
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05955
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05050
IRS990/PrincipalOfficerNm0Christopher T Barton
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1CONTRACT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2MUSIC IN EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0184655
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22112

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.21$1.77$2.44$6.04$6.44$0.41
2024Detailed filing. Detailed filing data is available for this year.$5.10$2.25$2.85$6.00$6.35$0.35
2023Detailed filing. Detailed filing data is available for this year.$5.52$2.32$3.20$5.17$5.99$0.83
2022Detailed filing. Detailed filing data is available for this year.$6.22$2.19$4.03$6.69$6.50$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.33$2.49$3.84$5.02$3.50$1.53
2020Detailed filing. Detailed filing data is available for this year.$4.77$2.46$2.32$5.77$6.39$0.62
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.72$2.94$5.47$5.78$0.31
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.79$3.19$5.53$5.71$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.32$3.27$5.41$6.15$0.74
2016Detailed filing. Detailed filing data is available for this year.$4.86$1.15$3.70$6.10$6.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.62$0.67$3.95$6.47$5.63$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.21$2.49$5.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.26$3.06$5.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.06$3.81$4.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.06$3.53$4.58