Civic Intelligence

Phoenix Chamber Music Society Endowment

990 • Fiscal year 2015 • EIN 95-3474699

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 29, 2016

Organization ProfileN/A
PO Box 34235Phoenix, AZ 85067

(602) 252-0095

Siviq Scores

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

Liabilities / Assets

87th percentile

0.64x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

99th percentile

12.06x

Higher debt load relative to revenue than 99% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

26th percentile

-4.8%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

0.9%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$962,149

Down $48,672 (-4.8%) from 2014

Net Assets

Flat

$350,000

Flat from 2014

Liabilities

Down

$612,149

Down $48,672 (-7.4%) from 2014

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin97th percentile

Revenue

Up

$50,738

Up $452 (+0.9%) from 2014

Expenses

Down

$8,299

Down $127,226 (-94%) from 2014

Net Income

Up

$42,439

Up $127,678 (+150%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $935,282Liabilities 2011: $585,282Net Assets 2011: $350,0002011Assets 2012: $853,440Liabilities 2012: $503,440Net Assets 2012: $350,0002012Assets 2013: $920,314Liabilities 2013: $570,314Net Assets 2013: $350,0002013Assets 2014: $1,010,821Liabilities 2014: $660,821Net Assets 2014: $350,0002014Assets 2015: $962,149Liabilities 2015: $612,149Net Assets 2015: $350,0002015Assets 2016: $895,404Liabilities 2016: $612,149Net Assets 2016: $283,2552016Assets 2017: $851,607Liabilities 2017: $612,149Net Assets 2017: $239,4582017Assets 2018: $827,700Liabilities 2018: $612,149Net Assets 2018: $215,5512018Assets 2019: $838,587Liabilities 2019: $612,149Net Assets 2019: $226,4382019Assets 2020: $922,600Liabilities 2020: $612,149Net Assets 2020: $310,4512020Assets 2021: $1,077,479Liabilities 2021: $612,149Net Assets 2021: $465,3302021Assets 2022: $939,886Liabilities 2022: $612,149Net Assets 2022: $327,7372022Assets 2023: $975,367Liabilities 2023: $612,149Net Assets 2023: $363,2182023Assets 2024: $1,060,444Liabilities 2024: $612,149Net Assets 2024: $448,2952024

Highlighted filing

2015

Assets$962,149
Liabilities$612,149
Net Assets$350,000
Open 2015 Filing

Operations Trend

Revenue Growth44th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $153,672Expenses 2011: $153,672Net Income 2011: $02011Revenue 2012: $62,875Expenses 2012: $62,875Net Income 2012: $02012Revenue 2013: $106,700Expenses 2013: $106,700Net Income 2013: $02013Revenue 2014: $50,286Expenses 2014: $135,525Net Income 2014: -$85,2392014Revenue 2015: $50,738Expenses 2015: $8,299Net Income 2015: $42,4392015Revenue 2016: $43,746Expenses 2016: $66,907Net Income 2016: -$23,1612016Revenue 2017: $37,534Expenses 2017: $81,331Net Income 2017: -$43,7972017Revenue 2018: $15,395Expenses 2018: $20,695Net Income 2018: -$5,3002018Revenue 2019: $41,908Expenses 2019: $59,522Net Income 2019: -$17,6142019Revenue 2020: $83,883Expenses 2020: $46,922Net Income 2020: $36,9612020Revenue 2021: $111,060Expenses 2021: $97,274Net Income 2021: $13,7862021Revenue 2022: $241,447Expenses 2022: $9,313Net Income 2022: $232,1342022Revenue 2023: $31,531Expenses 2023: $46,854Net Income 2023: -$15,3232023Revenue 2024: $59,618Expenses 2024: $48,671Net Income 2024: $10,9472024

Highlighted filing

2015

Revenue$50,738
Expenses$8,299
Net Income$42,439
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 29, 2016
Return Version
2014v6.0
Gross Receipts
$270,423
Mission and Program Overview

Mission

Provide support to Phoenix Chamber Music Society which is a section 501(c)(3)Organization that promotes and develops chamber music in the phoenix area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$980,243$923,578▼ $56,665
Savings and Temporary Cash Investments$30,578$38,571▲ $7,993
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,010,821$962,149▼ $48,672
Other Assets Total-$0-
Liabilities
Escrow Account Liability$660,821$612,149▼ $48,672
Total Liabilities$660,821$612,149▼ $48,672
Net Assets / Fund Balance
Permanently Rstr Net Assets$350,000$350,000→ $0
Total Net Assets Fund Balance$350,000$350,000→ $0
Total Liabilities and Net Assets / Fund Balance$1,010,821$962,149▼ $48,672

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$350,000$2,067▲ $38,286$32,053$350,000
2013$350,000$2,010▲ $133,515$127,526$350,000
2012$350,000$25,019▲ $81,681$98,996$350,000
2011$350,000-▼ $18,967$-26,842$350,000
2010$350,000-▲ $153,672$145,750$350,000
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Alan KennedyTrustee
Janet GreenTrustee
Paul EggertTrustee
Warren HarrisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,067
Program Service Revenue
$0
Investment Income
$48,671
Other Revenue
$0
All Other Contributions
$2,067
Change in Net Assets
$42,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,299
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$8,299-$8,299
Total Functional Expenses$0$8,299$0$8,299
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The return is presented to the entire board for approval prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Possible conflicts of interest are brought to the attention of the board and evaluated by board members who are not involved in the potential conflict.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Phoenix Chamber Music Society Endowment
EIN
95-3474699
Phone
6022520095
Address
PO Box 34235, Phoenix, AZ 85067

Signing Officer

Name
Janet Green
Title
Trustee
Signed
2016-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Green
Formed
1979
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Paul A Donis CPA PC
Address
5839 E Wilshire Drive, Scottsdale, AZ 85257-1972
Preparer
Paul A Donis CPA
Phone
4809475482
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized loss allocable to affiliate = $16619”

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“Funds held and invested on behalf of Phoenix Chamber Music Society.”

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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Funds held and invested on behalf of Phoenix Chamber Music Society.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b: Explanation of escrow account liability
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return is presented to the entire board for approval prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Possible conflicts of interest are brought to the attention of the board and evaluated by board members who are not involved in the potential conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized loss allocable to affiliate = $16619
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Promote chamber music
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 9 Schedule A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 34235
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Green
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$962,149
Liabilities
$612,149
Net assets
$350,000
Revenue
$50,738
Expenses
$8,299
Net income
$42,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.61$0.45$0.06$0.05$0.01
2023Summary only. Only limited summary data is available for this year.$0.98$0.61$0.36$0.03$0.05$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.61$0.33$0.24$0.01$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.61$0.47$0.11$0.10$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.61$0.31$0.08$0.05$0.04
2019Summary only. Only limited summary data is available for this year.$0.84$0.61$0.23$0.04$0.06$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.61$0.22$0.02$0.02$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.61$0.24$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.61$0.28$0.04$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.61$0.35$0.05$0.01$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.66$0.35$0.05$0.14$0.09
2013Summary only. Only limited summary data is available for this year.$0.92$0.57$0.35$0.11$0.11$0.00
2012Summary only. Only limited summary data is available for this year.$0.85$0.50$0.35$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$0.94$0.59$0.35$0.15$0.15$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits