Civic Intelligence

Phoenix Chamber Music Society Endowment

EIN 95-3474699 • 501(c)3 • Phoenix, AZ

Profile

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.

PO Box 34235Phoenix, AZ 85067

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.58x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

10.27x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$57,764

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 96.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

89%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,060,444

Up $85,077 (+8.7%) from 2023

Liabilities

Flat

$612,149

Flat from 2023

Net Assets

Up

$448,295

Up $85,077 (+23%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin71st percentile

Revenue

Up

$59,618

Up $28,087 (+89%) from 2023

Expenses

Up

$48,671

Up $1,817 (+3.9%) from 2023

Net Income

Up

$10,947

Up $26,270 (+171%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,060,444
Liabilities$612,149
Net Assets$448,295
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$59,618
Expenses$48,671
Net Income$10,947
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,060,444
Liabilities
$612,149
Net assets
$448,295
Revenue
$59,618
Expenses
$48,671
Net income
$10,947
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$59,618
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.

The Endowment provides 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$936,901$1,040,015▲ $103,114
Savings and Temporary Cash Investments$38,466$20,429▼ $18,037
Total Assets$975,367$1,060,444▲ $85,077
Liabilities
Other Liabilities$612,149$612,149→ $0
Total Liabilities$612,149$612,149→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$350,000$350,000→ $0
Net Assets Without Donor Restrictions$13,218$98,295▲ $85,077
Total Net Assets Fund Balance$363,218$448,295▲ $85,077
Total Liabilities and Net Assets / Fund Balance$975,367$1,060,444▲ $85,077

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$975,368-▲ $103,114$38,467$1,040,015
2022$939,886-▲ $74,182$38,700$975,368
2021$1,077,479-▼ $137,593-$939,886
2020$922,600$52,272▲ $191,779$89,172$1,077,479
2019$838,587$82,499▲ $41,066$39,552$922,600
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleOtherTotal
Janet GreenTrustee$57,764$57,764
Adam SandersCFO$12,133$12,133

Board Members and Trustees

NameTitle
Cheryl MandalaExecutive Director
Alan FisherTrustee
Michael MaasTrustee
Muriel StoneTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$59,618
Other Revenue
$0
Change in Net Assets
$10,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,000
Other Expenses$8,671
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,000--$40,000
Fees for Service Investment Mgmnt Fees-$8,671-$8,671
Total Functional Expenses$40,000$8,671$0$48,671
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliate$612,149
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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 governing body review Part VI line 11

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

Conflict of interest policy compliance Part VI line 12C

“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.”

CEO executive director top management comp Part VI line 15A

“The Organization currently has no paid employees. For a paid executive director or CFO, the board of directors would research compensation of other similar not for profit organizations and meet in executive session to determine executive director salary on an annual basis.”

Other officer or key employee compensation Part VI line 15B

“The organization does not currently have key officers other than the executive director and chief financial officer. The method for determining salaries for all other positions would be determined similarly to that of the executive director.”

Form 990 availability to public Part VI line 18

“The Form 990 is available to the public on request during normal business hours.”

Governing documents etc available to public Part VI line 19

“Governing documents and financial statements are available upon request during normal business hours.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Adam Sanders
Title
CFO
Phone
6022520095
Signed
2025-05-09
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
Rob Paull CPA PC
Address
11811 N Tatum Blvd Ste 3031, Phoenix, AZ 85028-1621
Preparer
Rob Paull
Phone
4803858357
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“Interest, dividends, and gains generated from endowment funds will be used to support Phoenix Chamber Music Society.”

Raw XML Appendix360 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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Phoenix Chamber Music Society
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01040015
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt074182
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt038700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01077479
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0939886
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-137593
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0922600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt052272
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01077479
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0191779
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt089172
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0838587
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt082499
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0922600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041066
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt039552
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0612149
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to affiliate
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.33700
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Interest, dividends, and gains generated from endowment funds will be used to support Phoenix Chamber Music Society.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
IRS990ScheduleD/TotalLiabilityAmt0612149
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/ExplanationTxt2The Organization currently has no paid employees. For a paid executive director or CFO, the board of directors would research compensation of other similar not for profit organizations and meet in executive session to determine executive director salary on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization does not currently have key officers other than the executive director and chief financial officer. The method for determining salaries for all other positions would be determined similarly to that of the executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Form 990 is available to the public on request during normal business hours.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents and financial statements are available upon request during normal business hours.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Phoenix Chamber Music Society
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Phoenix Chamber Music Society
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0866052614
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To promote and develop chamber music in Phoenix
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 34235
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Phoenix
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085067
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0Phoenix Chamber Music Society (PCMS) is supported by the Organization. During the year, PCMS made available funds totaling $612,149 to the Organization for investment, and the Organization provided $40,000 of donated funds.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Explanation of information on Schedule R
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0975367
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IRS990/TotalAssetsGrp/EOYAmt01060444
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08671
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040000
IRS990/TotalFunctionalExpensesGrp/TotalAmt048671
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0612149
IRS990/TotalLiabilitiesEOYAmt0612149
IRS990/TotalLiabilitiesGrp/BOYAmt0612149
IRS990/TotalLiabilitiesGrp/EOYAmt0612149
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0363218
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0448295
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt040000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059618
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059618
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
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IRS990/TotReportableCompRltdOrgAmt069897
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Adam Sanders
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06022520095
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phoenix Chamber Music Soc Endowment
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0953474699
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 34235
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472450259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rob Paull CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011811 N Tatum Blvd Ste 3031
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850281621
ReturnHeader/PreparerPersonGrp/PhoneNum04803858357
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rob Paull
ReturnHeader/ReturnTs02025-05-15T15:13:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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