Civic Intelligence

Spokane Symphony Orchestraendowment Fund

990 • Fiscal year 2017 • EIN 91-1117140

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileN/A
818 W Riverside MezzanineSpokane, WA 99201

(509) 326-3136

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$8,878,023

Up $708,581 (+8.7%) from 2016

Net Assets

Up

$8,878,023

Up $708,581 (+8.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin77th percentile

Revenue

Up

$706,535

Up $116,134 (+20%) from 2016

Expenses

Down

$577,254

Down $559,829 (-49%) from 2016

Net Income

Up

$129,281

Up $675,963 (+124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,557,064Liabilities 2011: $0Net Assets 2011: $7,557,0642011Assets 2012: $7,587,826Liabilities 2012: $15,000Net Assets 2012: $7,572,8262012Assets 2013: $7,813,767Liabilities 2013: $0Net Assets 2013: $7,813,7672013Assets 2014: $8,441,447Liabilities 2014: $0Net Assets 2014: $8,441,4472014Assets 2015: $8,738,729Liabilities 2015: $117Net Assets 2015: $8,738,6122015Assets 2016: $8,169,442Liabilities 2016: $0Net Assets 2016: $8,169,4422016Assets 2017: $8,878,023Liabilities 2017: $0Net Assets 2017: $8,878,0232017Assets 2018: $9,541,366Liabilities 2018: $0Net Assets 2018: $9,541,3662018Assets 2019: $9,581,811Liabilities 2019: $0Net Assets 2019: $9,581,8112019Assets 2020: $11,212,358Liabilities 2020: $3,714Net Assets 2020: $11,208,6442020Assets 2021: $13,855,347Liabilities 2021: $20,105Net Assets 2021: $13,835,2422021Assets 2022: $12,241,386Liabilities 2022: $5,209Net Assets 2022: $12,236,1772022Assets 2023: $12,586,057Liabilities 2023: $49,079Net Assets 2023: $12,536,9782023Assets 2024: $13,752,946Liabilities 2024: $31,019Net Assets 2024: $13,721,9272024

Highlighted filing

2017

Assets$8,878,023
Liabilities$0
Net Assets$8,878,023
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $569,503Expenses 2011: $499,434Net Income 2011: $70,0692011Revenue 2012: $923,117Expenses 2012: $506,227Net Income 2012: $416,8902012Revenue 2013: $541,574Expenses 2013: $483,604Net Income 2013: $57,9702013Revenue 2014: $1,082,984Expenses 2014: $796,638Net Income 2014: $286,3462014Revenue 2015: $1,251,563Expenses 2015: $710,671Net Income 2015: $540,8922015Revenue 2016: $590,401Expenses 2016: $1,137,083Net Income 2016: -$546,6822016Revenue 2017: $706,535Expenses 2017: $577,254Net Income 2017: $129,2812017Revenue 2018: $1,415,229Expenses 2018: $1,038,120Net Income 2018: $377,1092018Revenue 2019: $623,594Expenses 2019: $644,735Net Income 2019: -$21,1412019Revenue 2020: $3,305,644Expenses 2020: $788,353Net Income 2020: $2,517,2912020Revenue 2021: $894,717Expenses 2021: $457,899Net Income 2021: $436,8182021Revenue 2022: $568,093Expenses 2022: $654,720Net Income 2022: -$86,6272022Revenue 2023: $716,874Expenses 2023: $850,538Net Income 2023: -$133,6642023Revenue 2024: $1,244,034Expenses 2024: $764,555Net Income 2024: $479,4792024

Highlighted filing

2017

Revenue$706,535
Expenses$577,254
Net Income$129,281
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$1,597,422
Mission and Program Overview

Mission

To raise and administer funds for the purpose of supporting the various activities of the Spokane Symphony Society and Fox Theater.

The spokane symphony and fox theater endowment fund raises, manages, and distributes funds which support the work of the spokane symphony orchestra and historic fox theater. This work includes presenting high-quality performances of classical, popular and new music for the people of the iland northwest.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,154,332$7,428,036▲ $273,704
Other Notes and Loans Receivable, Net-$824,123-
Savings and Temporary Cash Investments$1,008,303$620,124▼ $388,179
Accounts Receivable$6,807$5,740▼ $1,067
Total Assets$8,169,442$8,878,023▲ $708,581
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$150,000$5,505,970▲ $5,355,970
Unrestricted Net Assets$5,418,573$1,457,748▼ $3,960,825
Temporarily Rstr Net Assets$2,600,869$1,205,724▼ $1,395,145
Total Net Assets Fund Balance$8,169,442$8,878,023▲ $708,581
Total Liabilities and Net Assets / Fund Balance$8,169,442$8,878,023▲ $708,581

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$8,169,442$496,564▲ $789,271$362,979$8,878,023
2015$8,738,612$253,078▲ $314,835$1,004,928$8,169,442
2014$8,441,447$654,568▲ $353,268$578,534$8,738,612
2013$7,813,767$200,419▲ $1,223,899$670,784$8,441,447
2012$7,572,726$37,000▲ $687,545$364,049$7,813,767
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Richard BoutzPresident
Bridget PiperVice President
Betsy CowlesDirector
Cathernne C MoyeDirector
Garry SheaDirector
Kathy BixlerDirector
David BroomSecretary
Matt EwersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$496,564
Program Service Revenue
$0
Investment Income
$209,971
Other Revenue
$0
All Other Contributions
$496,564
Change in Net Assets
$129,281
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$362,979
Other Expenses$214,275
Total Fundraising Expense$52,072
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$362,979--$362,979
Office Expenses-$83,608-$83,608
Fees for Service Investment Mgmnt Fees$55,944--$55,944
Insurance-$14,276-$14,276
Fees for Services Accounting-$6,908-$6,908
Other Expenses-$20$52,072$20
Total Functional Expenses$418,923$106,259$52,072$577,254
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spokane Symphony SocietySpokane, WA501(c)(3)Support Activites of Spokane Symphony and Fox Theater.$362,979
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
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

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

Form 990, Part VI, Section B, Line 11B

“All board members are provided a copy of the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Spokane Symphony and Fox Theater
EIN
91-1117140
Phone
5093263136
Address
818 W RIVERSIDE MEZZANINE, SPOKANE, WA 99201

Signing Officer

Name
Richard Boutz
Title
President
Phone
5093263136
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Boutz
Formed
1980
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
999 W RIVERSIDE AVE STE 101, SPOKANE, WA 99201-1005
Preparer
William a Simer
Phone
5097476154
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization did not changed either its oversight process of the audited financial statements or it's selection process of an independent during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds will be used to support the various activities of the spokane symphony society and fox theater.”

PART X, LINE 2:

“The symphony and the endowment are exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code (code), except for income taxes on "unrelated business income", as defined in the code. Management believes all material activities of the symphony and the endowment fund are within the tax exempt guidelines of the code. Accordingly, no provision for income taxes for these entities has been made in the accompanying consolidated financial statements. The entities evaluate their tax positions that have been taken or are expectd to be taken on income tax returns to determine if an accrual is necessary for uncertain tax positions. As of june 30, 2017 and 2016, the unrecognized tax benefits accrual was zero. The entities will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred.”

Raw XML AppendixShowing 400 of 414 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt06807
IRS990/AccountsReceivableGrp/EOYAmt05740
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND RAISES, MANAGES, AND DISTRIBUTES FUNDS WHICH SUPPORT THE WORK OF THE SPOKANE SYMPHONY ORCHESTRA AND HISTORIC FOX THEATER. THIS WORK INCLUDES PRESENTING HIGH-QUALITY PERFORMANCES OF CLASSICAL, POPULAR AND NEW MUSIC FOR THE PEOPLE OF THE ILAND NORTHWEST.
IRS990/AllOtherContributionsAmt0496564
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WEILING ZHU
IRS990/BooksInCareOfDetail/PhoneNum05094647055
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0818 W RIVERSIDE MEZANINE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPOKANE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099201
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0496564
IRS990/CYGrantsAndSimilarPaidAmt0362979
IRS990/CYInvestmentIncomeAmt0209971
IRS990/CYOtherExpensesAmt0214275
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0129281
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0577254
IRS990/CYTotalFundraisingExpenseAmt052072
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0706535
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE EXPENSES OF THE SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND ARE ALL RELATED TO SUPPORTING THE SPOKANE SYMPHONY AND ITS HOME, THE MARTIN WOLDSON THEATER AT THE FOX. THESE FUNDS ARE USED TO PAY FOR ARTISTIC AND ADMINISTRATIVE EXPENSES, WHICH ARE ESSENTIAL TO PRODUCING HIGH-ARTISTIC CONCERTS AND EDUCATIONAL PROGRAMS AND TO MAINTAINING THE FOX THEATER, WHICH IS ON THE REGISTER OF NATIONAL REGISTER OF HISTORIC BUILDINGS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0418923
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06908
IRS990/FeesForServicesAccountingGrp/TotalAmt06908
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt055944
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt055944
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD BOUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIDGET PIPER
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID BROOM
IRS990/Form990PartVIISectionAGrp/PersonNm3MATT EWERS
IRS990/Form990PartVIISectionAGrp/PersonNm4BETSY COWLES
IRS990/Form990PartVIISectionAGrp/PersonNm5CATHERNNE C MOYE
IRS990/Form990PartVIISectionAGrp/PersonNm6GARRY SHEA
IRS990/Form990PartVIISectionAGrp/PersonNm7KATHY BIXLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt038849
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0362979
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0362979
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0362979
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0929736
IRS990/GrossReceiptsAmt01597422
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt014276
IRS990/InsuranceGrp/TotalAmt014276
IRS990/InvestmentIncomeGrp/ExclusionAmt0171122
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0171122
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07154332
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07428036
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0890887
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO FINANCIALLY SUPPORT THE WORK OF THE SPOKANE SYMPHONY AND THE MARTIN WOLDSON THEATER AT THE FOX FOR THE BENEFIT OF THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08169442
IRS990/NetAssetsOrFundBalancesEOYAmt08878023
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038849
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038849
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0579300
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt083608
IRS990/OfficeExpensesGrp/TotalAmt083608
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt052072
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01447
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120
IRS990/OtherExpensesGrp/TotalAmt052072
IRS990/OtherExpensesGrp/TotalAmt11447
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0824123
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0150000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05505970
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD BOUTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0253078
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01004928
IRS990/PYInvestmentIncomeAmt0337323
IRS990/PYOtherExpensesAmt0132155
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-546682
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01137083
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0590401
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0129281
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01008303
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0620124
IRS990ScheduleA/FactsAndCircumstancesTestTxt0CURRENT YEAR FACTS AND CIRCUMSTANCES: THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THIS ACTIVITY INCLUDES, BUT IS NOT LIMITED TO, PERIODIC PUBLIC CAMPAIGNS FOR SUPPORT. THE ORGANIZATION HAS A GOVERNING BODY WHICHREPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND THE GRANT FUNDING BY THE ORGANIZATION IS FOR FUNDING A PUBLIC CHARITY THAT PROVIDES BENEFITS TO THE GENERAL PUBLIC.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0496564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0253078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0654568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0200419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01641629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0171122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0188170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0207357
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0231687
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0204986
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01003322
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23270
IRS990ScheduleA/PublicSupportPY170Pct00.15900
IRS990ScheduleA/PublicSupportTotal170Amt0615606
IRS990ScheduleA/SubstantialContributorsTotAmt01026023
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0496564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0253078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0654568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0200419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01641629
IRS990ScheduleA/TotalSupportAmt02644951
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.16800
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0214275
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08169442
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0496564
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08878023
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0789271
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0362979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0132155
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08738612
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0253078
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08169442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0314835
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01004928
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0132137
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08441447
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0654568
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08738612
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0353268
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0578534
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0125854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07813767
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0200419
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08441447
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01223899
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0670784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0119556
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07572726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt037000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07813767
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0687545
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0364049
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.67700
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS WILL BE USED TO SUPPORT THE VARIOUS ACTIVITIES OF THE SPOKANE SYMPHONY SOCIETY AND FOX THEATER.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE SYMPHONY AND THE ENDOWMENT ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE), EXCEPT FOR INCOME TAXES ON "UNRELATED BUSINESS INCOME", AS DEFINED IN THE CODE. MANAGEMENT BELIEVES ALL MATERIAL ACTIVITIES OF THE SYMPHONY AND THE ENDOWMENT FUND ARE WITHIN THE TAX EXEMPT GUIDELINES OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES FOR THESE ENTITIES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ENTITIES EVALUATE THEIR TAX POSITIONS THAT HAVE BEEN TAKEN OR ARE EXPECTD TO BE TAKEN ON INCOME TAX RETURNS TO DETERMINE IF AN ACCRUAL IS NECESSARY FOR UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2017 AND 2016, THE UNRECOGNIZED TAX BENEFITS ACCRUAL WAS ZERO. THE ENTITIES WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.15500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0362979
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT ACTIVITES OF SPOKANE SYMPHONY AND FOX THEATER.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SPOKANE SYMPHONY SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0910730435
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0818 W RIVERSIDE MEZZANINE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SPOKANE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd099201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT OF THE FUND SELECTS A MEMBER FROM THE BOARD TO PARTICIPATE AS AN INVITED GUEST IN THE FINANCE COMMIITTE MEETINGS OF THE SYMPHONY BOARD. QUARTERLY THE SYMPHONY REPORTS TO BOTH BOARDS ON DONATIONS ACCEPTED BY THE SYMPHONY ON THEIR OWN BEHALF OR BY THE FUND, AND COMPLIANCE BY EITHER WITH THE UNIFORM GIFT ACCEPTANCE POLICY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DID NOT CHANGED EITHER ITS OVERSIGHT PROCESS OF THE AUDITED FINANCIAL STATEMENTS OR IT'S SELECTION PROCESS OF AN INDEPENDENT DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02600869
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01205724
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08169442
IRS990/TotalAssetsEOYAmt08878023
IRS990/TotalAssetsGrp/BOYAmt08169442
IRS990/TotalAssetsGrp/EOYAmt08878023
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0496564
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt052072
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0106259
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0418923
IRS990/TotalFunctionalExpensesGrp/TotalAmt0577254
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08169442
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08878023
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0418923
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0209971
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0706535
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08169442
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08878023
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05418573
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01457748
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0818 W RIVERSIDE MEZZANINE
IRS990/USAddress/CityNm0SPOKANE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd099201
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BOUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05093263136
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPOKANE SYMPHONY AND FOX THEATER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SPOK
ReturnHeader/Filer/EIN0911117140
ReturnHeader/Filer/PhoneNum05093263136
ReturnHeader/Filer/USAddress/AddressLine1Txt0818 W RIVERSIDE MEZZANINE
ReturnHeader/Filer/USAddress/CityNm0SPOKANE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0926BBC9D967D6DC027A98C2199752C3F4C2A8179
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.116.168.109
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:20:10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,878,023
Liabilities
$0
Net assets
$8,878,023
Revenue
$706,535
Expenses
$577,254
Net income
$129,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.03$13.7$1.24$0.76$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.05$12.5$0.72$0.85$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.01$12.2$0.57$0.65$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.02$13.8$0.89$0.46$0.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.00$11.2$3.31$0.79$2.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.58$0.00$9.58$0.62$0.64$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.54$0.00$9.54$1.42$1.04$0.38
2017Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.71$0.58$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.17$0.00$8.17$0.59$1.14$0.55
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.74$0.00$8.74$1.25$0.71$0.54
2014Summary only. Only limited summary data is available for this year.$8.44$0.00$8.44$1.08$0.80$0.29
2013Summary only. Only limited summary data is available for this year.$7.81$0.00$7.81$0.54$0.48$0.06
2012Summary only. Only limited summary data is available for this year.$7.59$0.02$7.57$0.92$0.51$0.42
2011Summary only. Only limited summary data is available for this year.$7.56$0.00$7.56$0.57$0.50$0.07