Civic Intelligence

Honolulu Symphony Foundation Inc.

990 • Fiscal year 2016 • EIN 99-0340522

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 21, 2016

Organization ProfileNONE
c/o 55 Merchant Street No 2800Honolulu, HI 96813

(808) 534-4800

Siviq Scores

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

Liabilities / Assets

60th percentile

0.34x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

8.96x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

85th percentile

27%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$11,333,641

Up $19,539 (+0.2%) from 2015

Net Assets

Down

$7,452,258

Down $13,368 (-0.2%) from 2015

Liabilities

Up

$3,881,383

Up $32,907 (+0.9%) from 2015

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin85th percentile

Revenue

Down

$433,340

Down $512,947 (-54%) from 2015

Expenses

Down

$317,446

Down $494,772 (-61%) from 2015

Net Income

Down

$115,894

Down $18,175 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$15M$10M$5.0M$0Assets 2011: $10,486,866Liabilities 2011: $7,883,718Net Assets 2011: $2,603,1482011Assets 2012: $10,272,380Liabilities 2012: $7,876,381Net Assets 2012: $2,395,9992012Assets 2013: $10,638,175Liabilities 2013: $3,848,480Net Assets 2013: $6,789,6952013Assets 2014: $11,608,737Liabilities 2014: $3,906,267Net Assets 2014: $7,702,4702014Assets 2015: $11,314,102Liabilities 2015: $3,848,476Net Assets 2015: $7,465,6262015Assets 2016: $11,333,641Liabilities 2016: $3,881,383Net Assets 2016: $7,452,2582016Assets 2017: $11,999,529Liabilities 2017: $3,972,497Net Assets 2017: $8,027,0322017Assets 2018: $12,537,468Liabilities 2018: $3,894,750Net Assets 2018: $8,642,7182018Assets 2019: $12,619,046Liabilities 2019: $3,418,476Net Assets 2019: $9,200,5702019Assets 2020: $11,983,213Liabilities 2020: $2,886,005Net Assets 2020: $9,097,2082020Assets 2021: $13,990,900Liabilities 2021: $2,341,452Net Assets 2021: $11,649,4482021Assets 2022: $11,549,493Liabilities 2022: $1,695,774Net Assets 2022: $9,853,7192022Assets 2023: $11,903,818Liabilities 2023: $1,521,492Net Assets 2023: $10,382,3262023Assets 2025: $12,482,439Liabilities 2025: $378,838Net Assets 2025: $12,103,6012025

Highlighted filing

2016

Assets$11,333,641
Liabilities$3,881,383
Net Assets$7,452,258
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $3,874,0552011Expenses 2012: $529,4102012Expenses 2013: $685,8082013Revenue 2014: $982,063Expenses 2014: $658,010Net Income 2014: $324,0532014Revenue 2015: $946,287Expenses 2015: $812,218Net Income 2015: $134,0692015Revenue 2016: $433,340Expenses 2016: $317,446Net Income 2016: $115,8942016Revenue 2017: $685,523Expenses 2017: $853,306Net Income 2017: -$167,7832017Revenue 2018: $1,152,051Expenses 2018: $802,070Net Income 2018: $349,9812018Revenue 2019: $817,744Expenses 2019: $465,606Net Income 2019: $352,1382019Revenue 2020: $1,222,207Expenses 2020: $902,847Net Income 2020: $319,3602020Revenue 2021: $1,687,390Expenses 2021: $551,857Net Income 2021: $1,135,5332021Revenue 2022: $2,090,602Expenses 2022: $727,826Net Income 2022: $1,362,7762022Revenue 2023: $668,243Expenses 2023: $766,573Net Income 2023: -$98,3302023Revenue 2025: $1,437,950Expenses 2025: $737,221Net Income 2025: $700,7292025

Highlighted filing

2016

Revenue$433,340
Expenses$317,446
Net Income$115,894
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 21, 2016
Return Version
2015v2.1
Gross Receipts
$4,826,296
Mission and Program Overview

Mission

The honolulu symphony foundation was established for the purpose of providing support for the hawaii symphony orchestra, a 501(c)(3) organization, for as long as it operates a professional symphony orchestra.

To provide financial support to tax-exempt public charities that operate a professional symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$10,913,758$10,991,052▲ $77,294
Savings and Temporary Cash Investments$40,058$37,655▼ $2,403
Total Assets$11,314,102$11,333,641▲ $19,539
Other Assets Total$360,286$304,934▼ $55,352
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,752,064$3,792,541▲ $40,477
Other Liabilities$96,412$88,842▼ $7,570
Total Liabilities$3,848,476$3,881,383▲ $32,907
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,776,976$10,776,976→ $0
Unrestricted Net Assets$-3,311,350$-3,324,718▼ $13,368
Total Net Assets Fund Balance$7,465,626$7,452,258▼ $13,368
Total Liabilities and Net Assets / Fund Balance$11,314,102$11,333,641▲ $19,539

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$10,991,052--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$10,776,976---$10,776,976
2014$10,776,976---$10,776,976
2013$10,776,976---$10,776,976
2012$6,776,976$4,000,000--$10,776,976
2011$6,776,976---$6,776,976
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Wesley ChangPresident/vice-president/director
mark wongPresident/vice-president/director
Jonathan ParrishDirECTOR
Paul KosasadireCTOR
Peter TomozawaDirECTOR
Richard IngDirECTOR
Ruth Ann Beckerdirector
j SCOTT JANUSCHDirector
kenneth robbinsdirECTOR
lynne johnsondirECTOR
lisa nakamichisecretary/DIRECTOR
Rix MaurerTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$8,403
Program Service Revenue
$0
Investment Income
$422,362
Other Revenue
$2,575
All Other Contributions
$8,403
Change in Net Assets
$115,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,248
Grants and Similar Amounts Paid$149,198
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$149,198--$149,198
Fees for Service Investment Mgmnt Fees$110,654--$110,654
Interest$40,477--$40,477
Fees for Services Other$14,650--$14,650
Other Expenses$2,467--$2,467
Total Functional Expenses$317,446$0$0$317,446
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
HAWAII SYMPHONY ORCHESTRA incHonolulu, HI501(c)(3)Support for Operations$149,198
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
payable under charitable gift annuity$88,842
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The form 990 will be reviewed by the board members prior to filing.”

Form 990, Part VI, Section B, line 12C

“the organization's conflict of interest policy applies to all interested persons (any director or principal officer or member of committee with board-delegated powers). conflicts of interests and appropriate actions when necessary are determined by the remaining board members or committees with board delegated powers. Interested persons are recused from the discussion of or vote on transactions or arrangements that results in conflicts of interests.”

Form 990, Part VI, Section B, line 15

“The organization does not compensate its governing body including its officers and does not have any key employees.”

Form 990, Part VI, Section C, line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Honolulu Symphony Foundation
EIN
99-0340522
Phone
8085344800
Address
c/o 55 Merchant Street No 2800, HONOLULU, HI 96813

Signing Officer

Name
Wesley Chang
Title
President
Phone
8085344800
Signed
2016-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wesley Ys Chang
Formed
1986
Legal Domicile
Hi
Voting Board Members
8
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
N&k Cpas Inc
Address
1001 BISHOP ST STE 1700, HONOLULU, HI 96813-3696
Preparer
Wesley B Hiyane
Phone
8085242255
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in cash surrender value of insurance policy -13,702.”

Financial Statement Notes

Part V, Line 4:

“The endowment funds are used to support the operations of tax exempt professional symphony orchestras.”

Raw XML AppendixShowing 400 of 533 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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IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0239464
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0258237
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt014650
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt013964
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0239464
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0258237
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0153598
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0142254
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt071216
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0102019
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0102019
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0391512
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0391512
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt086716
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0391512
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0116028
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0391512
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0275484
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0149198
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt033170
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0275484
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt033170
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt033170
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0275484
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0149198
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0391512
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.381
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0149198
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0149198
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FOUR (4) OUT OF THE NINE (9) DIRECTORS WERE APPOINTED BY THE SUPPORTED ORGANIZATION. ONE (1) OUT OF THE 9 DIRECTORS WAS APPOINTED BY MUSICIANS OF THE SUPPORTED ORGANIZATION. THEY HAVE ATTENDED BOARD MEETINGS AND THE BOARD HAS ALWAYS TAKEN INTO ACCOUNT OF THE FINANCIAL NEEDS OF THE SUPPORTED ORGANIZATION IN ITS DELIBERATIONS AND HAS ALSO PROVIDED SUPPORT BY WAY OF GUARANTEES AND LETTERS OF CREDIT WHEN NEEDED BY THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1TOTAL DISTRIBUTIONS MADE TO HAWAII SYMPHONY ORCHESTRA, INC. (HSO), A SUPPORTED ORGANIZATION TO FUND HSO'S OPERATIONAL COSTS IN CARRYING OUT ITS EXEMPT PURPOSE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Section D, Line 8:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt011046532
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt011356389
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0391325
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0384883
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt010627098
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt010938584
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0165698
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0170346
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt028109
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt032922
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt010880834
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt011186043
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0380829
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0391512
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt011046532
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt011356389
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0380829
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0391512
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0452861988
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0149198
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HAWAII SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0149198
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010776976
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010776976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010776976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010776976
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010776976
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010776976
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06776976
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010776976
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06776976
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06776976
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt088842
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0payable under charitable gift annuity
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010991052
IRS990ScheduleD/OtherSecuritiesGrp/Desc0publicly traded securities
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment funds are used to support the operations of tax exempt professional symphony orchestras.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt010991052
IRS990ScheduleD/TotalLiabilityAmt088842
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0149198
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,333,641
Liabilities
$3,881,383
Net assets
$7,452,258
Revenue
$433,340
Expenses
$317,446
Net income
$115,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.38$12.1$1.44$0.74$0.70
2023Summary only. Only limited summary data is available for this year.$11.9$1.52$10.4$0.67$0.77$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$1.70$9.85$2.09$0.73$1.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$2.34$11.6$1.69$0.55$1.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$2.89$9.10$1.22$0.90$0.32
2019Summary only. Only limited summary data is available for this year.$12.6$3.42$9.20$0.82$0.47$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$3.89$8.64$1.15$0.80$0.35
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$3.97$8.03$0.69$0.85$0.17
2016Detailed filing. Detailed filing data is available for this year.$11.3$3.88$7.45$0.43$0.32$0.12
2015Detailed filing. Detailed filing data is available for this year.$11.3$3.85$7.47$0.95$0.81$0.13
2014Summary only. Only limited summary data is available for this year.$11.6$3.91$7.70$0.98$0.66$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$3.85$6.79$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$7.88$2.40$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$7.88$2.60$3.87
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits