Civic Intelligence

Willamette Falls Symphony

990EZ • Fiscal year 2019 • EIN 93-1140242

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 05, 2019

PO Box 1251Oregon City, OR 97045

(503) 655-3737

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

52nd percentile

2.0%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Up

$44,637

Up $4,946 (+12%) from 2017

Net Assets

Up

$44,637

Up $4,946 (+12%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$56,598

Up $2,237 (+4.1%) from 2017

Expenses

Up

$49,429

Up $14,516 (+42%) from 2017

Net Income

Down

$7,169

Down $12,279 (-63%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $39,691Net Assets 2017: $39,6912017Assets 2019: $44,637Net Assets 2019: $44,6372019Assets 2025: $58,253Liabilities 2025: $188Net Assets 2025: $58,0652025

Highlighted filing

2019

Assets$44,637
Liabilities-
Net Assets$44,637

Operations Trend

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

$100K$50K$0Revenue 2017: $54,361Expenses 2017: $34,913Net Income 2017: $19,4482017Revenue 2019: $56,598Expenses 2019: $49,429Net Income 2019: $7,1692019Revenue 2025: $93,079Expenses 2025: $69,915Net Income 2025: $23,1642025

Highlighted filing

2019

Revenue$56,598
Expenses$49,429
Net Income$7,169
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$56,598
Mission and Program Overview

Mission

To give qualified musicians an opportunity for musical growth and expression through playing orchestral music and to foster and develop an appreciation for classical music within the community.

Program Services

DescriptionGrantsExpenses
PRESENTED FOUR CONCERTS IN THE COMMUNITY FOR AN AFFORDABLE ADMISSION PRICE, WHICH WAS SUPPORTED BY DONATIONS AND GRANTS THAT COVERED COSTS NOT PAID BY ADMISSIONS. THE ORCHESTRA HAS 50+ MUSICIANS DEPENDING ON THE MUSIC PLAYED. MOST OF THE MUSICIANS ARE VOLUNTEERS. THE MUSIC DIRECTOR AND PRINCIPAL STRING PLAYERS ARE PAID A NOMINAL AMOUNT.$49,429$11,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL DUMONDPresident-$0--
SUZANNE CHIMENTISecretary-$0--
ALLAN STOCKERDirector-$0--
MARK PERLMANDirectorPT$0--
SUSAN HIGHTreasurer-$0--
HOLLIE TEALDirector-$0--
KELLEY ELLIOTTDirector-$0--
MOLLY DEISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Willamette Falls Symphony
EIN
93-1140242
Phone
5036553737
Address
PO BOX 1251, OREGON CITY, OR 97045

Signing Officer

Name
Susan High
Title
Treasurer
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Clackamas Income Tax & Accounting Inc
Address
45 SE 82ND DRIVE Suite 55, GLADSTONE, OR 97027
Preparer
Susan L High EA LTC
Phone
5036553737
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $2897

Other Expenses.1002

Office Expenses $150

Other Expenses.1012

Insurance $293

Other Expenses.1

SCHOLARSHIPS $4089

Other Expenses.2

MUSIC $1870

Other Expenses.3

EQUIPMENT $1830

Other Expenses.4

PRINTING $1449

Other Expenses.5

TRAVEL $1142

Other Expenses.6

SUPPLIES $824

Other Expenses.7

DUES $359

Other Expenses.8

GIFTS $324

Other Expenses.9

RECORDING $308

Other Expenses.10

POSTAGE $268

Other Expenses.11

MISCELLANEOUS $150

Other Expenses.12

BANK FEES $134

Other Expenses.13

TAXES - OTHER $100

Other Assets.1003

Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $635

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ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HIGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLAMETTE FALLS SYMPHONY
ReturnHeader/Filer/BusinessNameControlTxt0WILL
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ReturnHeader/PreparerPersonGrp/PhoneNum05036553737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan L High EA LTC
ReturnHeader/ReturnTs02019-11-05T16:11:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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