Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
The Juneau Symphony Foundation
990EZ • Fiscal year 2015 • EIN 92-0177037
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
43rd percentile
Faster asset growth than 43% of similar nonprofits.
Revenue Growth
4th percentile
Faster revenue growth than 4% of similar nonprofits.
Balance Sheet
Assets
Down$285,643
Down $3,459 (-1.2%) from 2014
Net Assets
Down$285,643
Down $3,459 (-1.2%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Down$8,907
Down $28,475 (-76%) from 2014
Expenses
Up$6,634
Up $881 (+15%) from 2014
Net Income
Down$2,273
Down $29,356 (-93%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- Nov 9, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $8,907
Mission and Program Overview
Mission
To aid and assist the juneau symphony of juneau, ak in any manner that will benefit the symphony and its programs.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CONTRIBUTIONS TO THE JUNEAU SYMPHONY IN FURTHERANCE OF ITS EXEMPT MISSION. | $0 | $6,579 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARY BORTHWICK | President | - | $0 | - | - |
| STAN LUJAN | Director | - | $0 | - | - |
| RYAN BEASON | Treasurer/Secretary | - | $0 | - | - |
| ROBERT STORER | Director | - | $0 | - | - |
| BILL PAULICK | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Juneau Symphony Foundation
- EIN
- 92-0177037
- Phone
- 9075861290
- Address
- PO BOX 21236, JUNEAU, AK 99802
Signing Officer
- Name
- Ryan Beason
- Title
- Treasurer
- Phone
- 9075861290
- Signed
- 2016-11-09
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Elgee Rehfeld Mertz LLC
- Address
- 9309 GLACIER HWY STE B-200, JUNEAU, AK 99801
- Preparer
- Robert L Rehfeld
- Phone
- 9077893178
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: vanguard investment income. Amount: 4,906. Description: interest income. Amount: 1. Total included on form 990-ez, line 4: 4,907.”
Form 990-ez, Part I, Line 10 - Payments to Affiliates
“Affiliate name: juneau symphony. Affiliate address: pob 21236 juneau, ak 99802. Purpose of payment: distribution of earnings to supporting organization. Amount of payment: 6,579.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: organizational expenses. Amount: 55.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized gains on investments. Amount: -5,732.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: investments-publically traded securities. Beg. Of year amount: 257,117. End of year amount: 256,291.”
Raw XML Appendix168 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | RYAN BEASON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9075861290 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | POB 21236 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | JUNEAU |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AK |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 99802 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 31985 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 29352 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 4000 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2273 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 289102 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 285643 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 6579 |
| IRS990EZ/GrossReceiptsAmt | 0 | 8907 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4907 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 289102 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 285643 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 289102 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 285643 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARY BORTHWICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STAN LUJAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | RYAN BEASON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ROBERT STORER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BILL PAULICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER/SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 257117 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 256291 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -5732 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 55 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO AID AND ASSIST THE JUNEAU SYMPHONY OF JUNEAU, AK IN ANY MANNER THAT WILL BENEFIT THE SYMPHONY AND ITS PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONTRIBUTIONS TO THE JUNEAU SYMPHONY IN FURTHERANCE OF ITS EXEMPT MISSION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 6579 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | AK |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 6634 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 6579 |
| IRS990EZ/TotalRevenueAmt | 0 | 8907 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTP://WWW.JUNEAUSYMPHONY.ORG/ |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 920080948 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 9 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 6579 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | JUNEAU SYMPHONY INC |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 6579 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: VANGUARD INVESTMENT INCOME. AMOUNT: 4,906. DESCRIPTION: INTEREST INCOME. AMOUNT: 1. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,907. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AFFILIATE NAME: JUNEAU SYMPHONY. AFFILIATE ADDRESS: POB 21236 JUNEAU, AK 99802. PURPOSE OF PAYMENT: DISTRIBUTION OF EARNINGS TO SUPPORTING ORGANIZATION. AMOUNT OF PAYMENT: 6,579. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ORGANIZATIONAL EXPENSES. AMOUNT: 55. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: UNREALIZED GAINS ON INVESTMENTS. AMOUNT: -5,732. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: INVESTMENTS-PUBLICALLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 257,117. END OF YEAR AMOUNT: 256,291. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RYAN BEASON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9075861290 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | JUNEAU SYMPHONY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JUNE |
| ReturnHeader/Filer/EIN | 0 | 920177037 |
| ReturnHeader/Filer/PhoneNum | 0 | 9075861290 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 21236 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | JUNEAU |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 99802 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 920127098 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ELGEE REHFELD MERTZ LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9309 GLACIER HWY STE B-200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | JUNEAU |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 99801 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9077893178 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-11-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT L REHFELD |
| ReturnHeader/ReturnTs | 0 | 2016-11-15T15:53:29-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $285,643
- Liabilities
- $0
- Net assets
- $285,643
- Revenue
- $8,907
- Expenses
- $6,634
- Net income
- $2,273