Civic Intelligence

Southern Arizona Symphony Orchestra Association

990 • Fiscal year 2017 • EIN 95-3403204

May 01, 2016 to Apr 30, 2017 • Filed on Oct 02, 2017

PO Box 43131Tucson, AZ 85733

(520) 308-6226

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$39,031

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-37%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$66,977

Down $38,445 (-36%) from 2016

Net Assets

Down

$66,977

Down $38,445 (-36%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$202,750

Down $121,395 (-37%) from 2016

Expenses

Down

$241,195

Down $67,745 (-22%) from 2016

Net Income

Down

-$38,445

Down $53,650 (-353%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $105,467Liabilities 2012: $02012Assets 2013: $121,227Liabilities 2013: $0Net Assets 2013: $121,2272013Assets 2014: $104,333Liabilities 2014: $0Net Assets 2014: $104,3332014Assets 2015: $90,217Liabilities 2015: $0Net Assets 2015: $90,2172015Assets 2016: $105,422Liabilities 2016: $0Net Assets 2016: $105,4222016Assets 2017: $66,977Liabilities 2017: $0Net Assets 2017: $66,9772017Assets 2018: $65,948Liabilities 2018: $0Net Assets 2018: $65,9482018Assets 2019: $101,161Liabilities 2019: $0Net Assets 2019: $101,1612019Assets 2020: $103,911Liabilities 2020: $5,700Net Assets 2020: $98,2112020Assets 2021: $510,781Liabilities 2021: $5,500Net Assets 2021: $505,2812021Assets 2022: $636,209Liabilities 2022: $0Net Assets 2022: $636,2092022Assets 2023: $668,754Liabilities 2023: $50,925Net Assets 2023: $617,8292023Assets 2024: $978,690Liabilities 2024: $37,675Net Assets 2024: $941,0152024Assets 2025: $1,216,997Liabilities 2025: $29,000Net Assets 2025: $1,187,9972025

Highlighted filing

2017

Assets$66,977
Liabilities$0
Net Assets$66,977

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $120,651Expenses 2012: $123,814Net Income 2012: -$3,1632012Revenue 2013: $273,473Expenses 2013: $257,713Net Income 2013: $15,7602013Revenue 2014: $210,500Expenses 2014: $227,394Net Income 2014: -$16,8942014Revenue 2015: $202,595Expenses 2015: $216,711Net Income 2015: -$14,1162015Revenue 2016: $324,145Expenses 2016: $308,940Net Income 2016: $15,2052016Revenue 2017: $202,750Expenses 2017: $241,195Net Income 2017: -$38,4452017Revenue 2018: $233,624Expenses 2018: $234,653Net Income 2018: -$1,0292018Revenue 2019: $242,901Expenses 2019: $207,688Net Income 2019: $35,2132019Revenue 2020: $248,927Expenses 2020: $251,877Net Income 2020: -$2,9502020Revenue 2021: $513,617Expenses 2021: $106,547Net Income 2021: $407,0702021Revenue 2022: $291,028Expenses 2022: $160,100Net Income 2022: $130,9282022Revenue 2023: $241,172Expenses 2023: $222,055Net Income 2023: $19,1172023Revenue 2024: $235,364Expenses 2024: $215,927Net Income 2024: $19,4372024Revenue 2025: $482,029Expenses 2025: $381,847Net Income 2025: $100,1822025

Highlighted filing

2017

Revenue$202,750
Expenses$241,195
Net Income-$38,445
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$205,557
Mission and Program Overview

Mission

To provide quality memorable instrumental music to audiences at an affordable price.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$79,044$54,813▼ $24,231
Cash and Non-Interest-Bearing Accounts$25,977$12,164▼ $13,813
Land, Buildings, and Equipment, Net$401--
Total Assets$105,422$66,977▼ $38,445
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$105,422$66,977▼ $38,445
Total Net Assets Fund Balance$105,422$66,977▼ $38,445
Total Liabilities and Net Assets / Fund Balance$105,422$66,977▼ $38,445

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$33,479$33,479
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linus Lerner1st Vice-presidentFT$39,031$39,031

Board Members and Trustees

NameTitle
Deanna SchroerPast President
Paula KleinPresident
Tim Secomb2nd Vice-president
Allen TolinDirector
April BrennanDirector
Carol MurphyDirector
Charles HicksDirector
Dale WhitmoreDirector
Diane RansdellDirector
Gary SchuitemaDirector
John HarrisDirector
Kathleen RileyDirector
Michael KieferDirector
Richard WhiteDirector
Sherry JamesonDirector
Zoran StilinDirector
Nancy AndersonSecretary
Julie StaffordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,666
Program Service Revenue
$81,792
Investment Income
$9
Other Revenue
$1,283
All Other Contributions
$105,666
Change in Net Assets
$-38,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$202,164
Salaries, Compensation, and Employee Benefits$39,031
Total Fundraising Expense$2,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$69,354--$69,354
All Other Expenses$55,276$50-$55,326
Current Officers, Directors, Trustees, and Key Employees$39,031--$39,031
Advertising$23,755--$23,755
Fees for Services Management$13,000$5,130$2,000$20,130
Fees for Services Other$19,801--$19,801
Insurance$1,309$695-$2,004
Office Expenses$500$500$149$1,149
Other Expenses$550$550$23$1,123
Fees for Services Accounting$400$150$75$625
Depreciation Depletion-$401-$401
Conferences and Meetings-$270-$270
Total Functional Expenses$230,195$8,137$2,863$241,195
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,090
Fundraising Direct Expenses$2,807
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The board presdient, treasurer and some board memebers review the 990 before it is filed.

Other officer or key employee compensation Part VI line 15B

Board members approve the compensation of the music director and executive director and record their decisions in the corporate minutes. They consider the slary ranges of similarly engaged individuals in the region in determining the amount of compensation.

Governing documents etc available to public Part VI line 19

The organizations governing documents, financial statements and form 990 are avsaialble upon request. -

Filing and Contact Details

Filer

Filer Name
Southern Arizona Symphony Orchestra
EIN
95-3403204
Address
PO BOX 43131, Tucson, AZ 85733

Signing Officer

Name
Paula Klein
Title
President
Phone
5203086226
Signed
2017-10-02
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Az
Voting Board Members
19
Independent Board Members
18
Employees
0
Volunteers
100

Preparer

Firm
Scott R Meyer CPA Pc
Address
1700 E FORT LOWELL RD STE 105, TUCSON, AZ 85719
Preparer
Scott R Meyer CPA
Phone
5208813734
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

PERFORMERS $25,340

List of other expenses Part IX line 24E

Soloist expenses $20,118guest conductors exps $ 2,953production expenses $16,447venue rentals $17,762storage $ 2,426miscellaneous $ 5,027

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE-PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0205557
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0695
IRS990/InsuranceGrp/ProgramServicesAmt01309
IRS990/InsuranceGrp/TotalAmt02004
IRS990/InvestmentIncomeGrp/ExclusionAmt09
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt033479
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0401
IRS990/LandBldgEquipCostOrOtherBssAmt033479
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE QUALITY MEMORABLE INSTRUMENTAL MUSIC TO AUDIENCES AT AN AFFORDABLE PRICE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0105422
IRS990/NetAssetsOrFundBalancesEOYAmt066977
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01283
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01283
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OfficeExpensesGrp/FundraisingAmt0149
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0500
IRS990/OfficeExpensesGrp/ProgramServicesAmt0500
IRS990/OfficeExpensesGrp/TotalAmt01149
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE AND PRINTING
IRS990/OtherExpensesGrp/Desc1BANK AND CC FEES
IRS990/OtherExpensesGrp/Desc2SUPPLIES-EQUIPMENT
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt025
IRS990/OtherExpensesGrp/FundraisingAmt1591
IRS990/OtherExpensesGrp/FundraisingAmt223
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt091
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2550
IRS990/OtherExpensesGrp/ProgramServicesAmt04604
IRS990/OtherExpensesGrp/ProgramServicesAmt12500
IRS990/OtherExpensesGrp/ProgramServicesAmt2115
IRS990/OtherExpensesGrp/ProgramServicesAmt3550
IRS990/OtherExpensesGrp/TotalAmt04720
IRS990/OtherExpensesGrp/TotalAmt13391
IRS990/OtherExpensesGrp/TotalAmt2115
IRS990/OtherExpensesGrp/TotalAmt31123
IRS990/OtherRevenueMiscGrp/BusinessCd0711130
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
IRS990/ProgramServiceRevenueGrp/Desc0PERFORMANCE TICKETS
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM AVERTISING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt079282
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt079282
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12510
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt02510
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0237582
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt036
IRS990/PYOtherExpensesAmt0270254
IRS990/PYOtherRevenueAmt010854
IRS990/PYProgramServiceRevenueAmt075673
IRS990/PYRevenuesLessExpensesAmt015205
IRS990/PYSalariesCompEmpBnftPaidAmt038686
IRS990/PYTotalExpensesAmt0308940
IRS990/PYTotalRevenueAmt0324145
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-38445
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079044
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0119666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0237582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0119758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0137371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0215570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0829947
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0351770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0344
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01283
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt010854
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt011174
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0723
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07368
IRS990ScheduleA/OtherIncome509Grp/TotalAmt031402
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97380
IRS990ScheduleA/PublicSupportPY509Pct00.96310
IRS990ScheduleA/PublicSupportTotal509Amt01181717
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0201458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0313255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0191395
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0209676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0265933
IRS990ScheduleA/Total509Grp/TotalAmt01181717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0202750

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.03$1.19$0.48$0.38$0.10
2024Summary only. Only limited summary data is available for this year.$0.98$0.04$0.94$0.24$0.22$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.05$0.62$0.24$0.22$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.29$0.16$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.01$0.51$0.51$0.11$0.41
2020Summary only. Only limited summary data is available for this year.$0.10$0.01$0.10$0.25$0.25$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.24$0.21$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.23$0.23$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.20$0.24$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.32$0.31$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.20$0.22$0.01
2014Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.21$0.23$0.02
2013Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.27$0.26$0.02
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$0.12$0.12$0.00