Civic Intelligence

The Juneau Symphony Foundation

990EZ • Fiscal year 2016 • EIN 92-0177037

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

PO Box 21236Juneau, AK 99802

(907) 586-1290

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

3.7%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$296,219

Up $10,576 (+3.7%) from 2015

Net Assets

Up

$296,219

Up $10,576 (+3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$6,831

Down $2,076 (-23%) from 2015

Expenses

Up

$7,351

Up $717 (+11%) from 2015

Net Income

Down

-$520

Down $2,793 (-123%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $188,474Liabilities 2010: $0Net Assets 2010: $188,4742010Assets 2011: $198,223Liabilities 2011: $0Net Assets 2011: $198,2232011Assets 2012: $214,785Liabilities 2012: $0Net Assets 2012: $214,7852012Assets 2013: $249,443Liabilities 2013: $0Net Assets 2013: $249,4432013Assets 2014: $289,102Liabilities 2014: $0Net Assets 2014: $289,1022014Assets 2015: $285,643Liabilities 2015: $0Net Assets 2015: $285,6432015Assets 2016: $296,219Liabilities 2016: $0Net Assets 2016: $296,2192016Assets 2017: $327,327Liabilities 2017: $0Net Assets 2017: $327,3272017Assets 2018: $313,532Liabilities 2018: $0Net Assets 2018: $313,5322018Assets 2019: $355,268Net Assets 2019: $355,2682019Assets 2020: $442,533Net Assets 2020: $442,5332020Assets 2021: $492,255Liabilities 2021: $0Net Assets 2021: $492,2552021Assets 2022: $403,626Liabilities 2022: $0Net Assets 2022: $403,6262022Assets 2023: $546,577Liabilities 2023: $0Net Assets 2023: $546,5772023Assets 2024: $589,697Liabilities 2024: $0Net Assets 2024: $589,6972024

Highlighted filing

2016

Assets$296,219
Liabilities$0
Net Assets$296,219

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $11,478Expenses 2010: $4,127Net Income 2010: $7,3512010Revenue 2011: $17,666Expenses 2011: $4,455Net Income 2011: $13,2112011Revenue 2012: $5,407Expenses 2012: $4,962Net Income 2012: $4452012Revenue 2013: $5,397Expenses 2013: $5,899Net Income 2013: -$5022013Revenue 2014: $37,382Expenses 2014: $5,753Net Income 2014: $31,6292014Revenue 2015: $8,907Expenses 2015: $6,634Net Income 2015: $2,2732015Revenue 2016: $6,831Expenses 2016: $7,351Net Income 2016: -$5202016Revenue 2017: $5,992Expenses 2017: $7,907Net Income 2017: -$1,9152017Revenue 2018: $10,866Expenses 2018: $7,916Net Income 2018: $2,9502018Revenue 2019: $12,178Expenses 2019: $8,169Net Income 2019: $4,0092019Revenue 2020: $38,030Expenses 2020: $8,336Net Income 2020: $29,6942020Revenue 2021: $189,804Expenses 2021: $16,872Net Income 2021: $172,9322021Revenue 2022: $9,733Expenses 2022: $18,185Net Income 2022: -$8,4522022Revenue 2023: $113,267Expenses 2023: $19,181Net Income 2023: $94,0862023Revenue 2024: $29,873Expenses 2024: $20,716Net Income 2024: $9,1572024

Highlighted filing

2016

Revenue$6,831
Expenses$7,351
Net Income-$520
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$6,831
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

DescriptionGrantsExpenses
CONTRIBUTIONS TO THE JUNEAU SYMPHONY IN FURTHERANCE OF ITS EXEMPT MISSION.$0$7,221
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY BORTHWICKPresident-$0--
STAN LUJANDirector-$0--
RYAN BEASONTreasurer/Secretary-$0--
BOB MITCHELLDirector-$0--
BILL PAULICKDirector-$0--
SARAH MCNAIR-GROVEDirector-$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
2017-11-10
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: 5,329. Description: interest income. Amount: 2. Total included on form 990-ez, line 4: 5,331.

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: 7,221.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: organizational expenses. Amount: 25. Description: foreign tax paid. Amount: 105. Total to form 990-ez, line 16: 130.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gains (loss) on investments. Amount: 11,096.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments-publically traded securities. Beg. Of year amount: 256,291. End of year amount: 272,611.

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OperateHospitalInd00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: VANGUARD INVESTMENT INCOME. AMOUNT: 5,329. DESCRIPTION: INTEREST INCOME. AMOUNT: 2. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,331.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: JUNEAU SYMPHONY. AFFILIATE ADDRESS: POB 21236 JUNEAU, AK 99802. PURPOSE OF PAYMENT: DISTRIBUTION OF EARNINGS TO SUPPORTING ORGANIZATION. AMOUNT OF PAYMENT: 7,221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ORGANIZATIONAL EXPENSES. AMOUNT: 25. DESCRIPTION: FOREIGN TAX PAID. AMOUNT: 105. TOTAL TO FORM 990-EZ, LINE 16: 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAINS (LOSS) ON INVESTMENTS. AMOUNT: 11,096.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVESTMENTS-PUBLICALLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 256,291. END OF YEAR AMOUNT: 272,611.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/PreparerPersonGrp/PhoneNum09077893178
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L REHFELD
ReturnHeader/ReturnTs02017-11-14T17:50:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.00$5.90$0.30$0.21$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$1.13$0.19$0.94
2022Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.10$0.18$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$1.90$0.17$1.73
2020Detailed filing. Detailed filing data is available for this year.$4.43$4.43$0.38$0.08$0.30
2019Detailed filing. Detailed filing data is available for this year.$3.55$3.55$0.12$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.11$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.07$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.37$0.06$0.32
2013Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.05$0.06$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$0.05$0.05$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$0.18$0.04$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$0.11$0.04$0.07