Civic Intelligence

Eureka Symphony

990 • Fiscal year 2022 • EIN 05-0546860

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 27, 2022

PO Box 776Bayside, CA 95524-0776

(707) 441-3818

Siviq Scores

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

Liabilities / Assets

71st percentile

0.14x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.28x

Higher debt load relative to revenue than 80% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

51st percentile

6.9%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

38th percentile

-2.4%

Faster asset growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

194%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$584,868

Down $14,337 (-2.4%) from 2021

Net Assets

Down

$503,943

Down $78,462 (-13%) from 2021

Liabilities

Up

$80,925

Up $64,125 (+382%) from 2021

Revenue

Up

$286,725

Up $189,049 (+194%) from 2021

Expenses

Up

$267,027

Up $158,401 (+146%) from 2021

Net Income

Up

$19,698

Up $30,648 (+280%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $67,503Liabilities 2012: $02012Assets 2013: $67,503Liabilities 2013: $02013Assets 2014: $122,466Liabilities 2014: $53,124Net Assets 2014: $69,3422014Assets 2015: $170,963Liabilities 2015: $89,109Net Assets 2015: $81,8542015Assets 2016: $276,751Liabilities 2016: $148,979Net Assets 2016: $127,7722016Assets 2017: $497,923Liabilities 2017: $122,035Net Assets 2017: $375,8882017Assets 2018: $533,909Liabilities 2018: $108,409Net Assets 2018: $425,5002018Assets 2019: $571,458Liabilities 2019: $115,178Net Assets 2019: $456,2802019Assets 2020: $482,148Liabilities 2020: $12,134Net Assets 2020: $470,0142020Assets 2021: $599,205Liabilities 2021: $16,800Net Assets 2021: $582,4052021Assets 2022: $584,868Liabilities 2022: $80,925Net Assets 2022: $503,9432022Assets 2023: $613,040Liabilities 2023: $94,583Net Assets 2023: $518,4572023Assets 2024: $651,538Liabilities 2024: $56,390Net Assets 2024: $595,1482024Assets 2025: $716,997Liabilities 2025: $107,212Net Assets 2025: $609,7852025

Highlighted filing

2022

Assets$584,868
Liabilities$80,925
Net Assets$503,943

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $141,768Expenses 2012: $134,798Net Income 2012: $6,9702012Revenue 2013: $141,768Expenses 2013: $134,798Net Income 2013: $6,9702013Revenue 2014: $149,869Expenses 2014: $148,030Net Income 2014: $1,8392014Revenue 2015: $193,742Expenses 2015: $181,230Net Income 2015: $12,5122015Revenue 2016: $227,526Expenses 2016: $181,608Net Income 2016: $45,9182016Revenue 2017: $498,909Expenses 2017: $264,121Net Income 2017: $234,7882017Revenue 2018: $275,512Expenses 2018: $236,091Net Income 2018: $39,4212018Revenue 2019: $273,089Expenses 2019: $255,328Net Income 2019: $17,7612019Revenue 2020: $251,823Expenses 2020: $237,767Net Income 2020: $14,0562020Revenue 2021: $97,676Expenses 2021: $108,626Net Income 2021: -$10,9502021Revenue 2022: $286,725Expenses 2022: $267,027Net Income 2022: $19,6982022Revenue 2023: $307,645Expenses 2023: $327,958Net Income 2023: -$20,3132023Revenue 2024: $362,922Expenses 2024: $344,047Net Income 2024: $18,8752024Revenue 2025: $366,053Expenses 2025: $394,896Net Income 2025: -$28,8432025

Highlighted filing

2022

Revenue$286,725
Expenses$267,027
Net Income$19,698
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 27, 2022
Return Version
2021v4.2
Gross Receipts
$286,725
Mission and Program Overview

Mission

The eureka symphony is a community orchestra providing high quality music, performed, supported and appreciated by all ages, bringing enrichment to musicians and our community.

The eureka symphony is a community orchestra providing quality music, performed, supported and appreciated by all ages, bringing enrichment to the musicians and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$521,670$440,679▼ $80,991
Savings and Temporary Cash Investments$15,268$60,330▲ $45,062
Cash and Non-Interest-Bearing Accounts$27,720$58,158▲ $30,438
Land, Buildings, and Equipment, Net$20,602$16,344▼ $4,258
Prepaid Expenses and Deferred Charges$500$7,587▲ $7,087
Accounts Receivable$12,000$325▼ $11,675
Total Assets$599,205$584,868▼ $14,337
Other Assets Total$1,445$1,445→ $0
Liabilities
Other Liabilities$14,723$73,198▲ $58,475
Accounts Payable and Accrued Expenses$2,077$7,727▲ $5,650
Total Liabilities$16,800$80,925▲ $64,125
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$546,271$467,809▼ $78,462
Net Assets With Donor Restrictions$36,134$36,134→ $0
Total Net Assets Fund Balance$582,405$503,943▼ $78,462
Total Liabilities and Net Assets / Fund Balance$599,205$584,868▼ $14,337

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,344$14,862$31,206
Other Securities$440,679--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Siddiq KilkennyPast President
Kristie GhisettiPresident
Chris CoxDirector
Holly MacdonellDirector
Jill PetriccaDirector
John ShermerDirector
Kathleen FrankelDirector
Keenan PoolDirector
Laurie TakaoDirector
Lisa HockadayDirector
Pam CahillDirector
Pam CavanaghDirector
Sheri WooDirector
Steve ColeDirector
Vanessa KibbeDirector
Stephanie PerrettRecording Secretary
Janet LuzziTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,790
Program Service Revenue
$168,046
Investment Income
$21,889
Other Revenue
$0
All Other Contributions
$80,567
Change in Net Assets
$19,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,967
Salaries, Compensation, and Employee Benefits$75,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$58,272$12,758-$71,030
Advertising$15,717--$15,717
All Other Expenses$12,027$1,120-$13,147
Other Expenses$11,444$9,837-$9,837
Fees for Services Other$3,726$5,384-$9,110
Office Expenses-$7,798-$7,798
Fees for Services Accounting-$4,908-$4,908
Depreciation Depletion$3,806$452-$4,258
Payroll Taxes$3,022$1,008-$4,030
Occupancy-$4,020-$4,020
Insurance-$3,081-$3,081
Total Functional Expenses$216,661$50,366$0$267,027
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
Unearned Revenue$73,198
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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 11B

The organization's governing body reviews the form 990 before it is filed.

Form 990, Part VI, Section C, Line 19

The organization makes its documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Eureka Symphony
EIN
05-0546860
Phone
7074413818
Address
PO BOX 776, BAYSIDE, CA 95524-0776

Signing Officer

Name
Siddiq Kilkenny
Title
Treasurer
Phone
7074426724
Signed
2022-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Luzzi
Formed
2003
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
1
Volunteers
75

Preparer

Firm
Jackson & Eklund an Accountancy Corp
Address
1680 SUTTER ROAD, MCKINLEYVILLE, CA 95519-4217
Preparer
R Sutter
Phone
7078224835
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IRS990/Desc0DURING THE JULY 1, 2021 THROUGH JUNE 30, 2022 CONCERT SEASON, THE EUREKA SYMPHONY PRODUCED 5 CONCERTWEEKEND PERFORMANCES (10 CONCERTS) AND ONE CHAMBER MUSIC PERFORMANCE WHICH WERE ATTENDED BY OVER 4,800 ADULTS, STUDENTS AND CHILDREN. ABOUT 13% OF THOSE ATTENDING USED COMPLEMENTARY TICKETS PROVIDED BY THE SYMPHONY TO MAKE THE PERFORMANCES MORE ACCESSIBLE TO EVERY INCOME LEVEL. PRIOR TO EACH CONCERT A FREE MUSICAL NOTE PROGRAM IS PROVIDED SO THAT CONCERT GOERS CAN HAVE A MORE IN-DEPTH UNDERSTANDING OF THE MUSIC THAT WILL BE PERFORMED DURING THE CONCERT.DUE TO THE CONTINUING COVID-19 PANDEMIC, THE SYMPHONY WAS NOT ABLE TO PROVIDE ANY EDUCATIONAL PROGRAMS TO CHILDREN AND STUDENTS THROUGH THE SCHOOLS TO SYMPHONY AND MUSICIANS TO SCHOOLS PROGRAMS.THE EUREKA SYMPHONY REMAINS COMMITTED TO PROVIDING WORLD CLASS MUSIC TO BENEFIT OUR COMMUNITY.
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc2BOX OFFICE EXPENSE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
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IRS990/OtherExpensesGrp/TotalAmt153626
IRS990/OtherExpensesGrp/TotalAmt211444
IRS990/OtherExpensesGrp/TotalAmt39837
IRS990/OtherLiabilitiesGrp/BOYAmt014723
IRS990/OtherLiabilitiesGrp/EOYAmt073198
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01008
IRS990/PayrollTaxesGrp/ProgramServicesAmt03022
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IRS990/PoliticalCampaignActyInd00
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IRS990/QuidProQuoContributionsInd00
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IRS990/ReportInvestmentsOtherSecInd01
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IRS990/ReportOtherLiabilitiesInd01
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0209641
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0270555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0271413
IRS990ScheduleA/Total509Grp/TotalAmt01148820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0286725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0261726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0283631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0284513
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01214271
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.17$1.07$6.10$3.66$3.95$0.29
2024Detailed filing. Detailed filing data is available for this year.$6.52$0.56$5.95$3.63$3.44$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.13$0.95$5.18$3.08$3.28$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.85$0.81$5.04$2.87$2.67$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.17$5.82$0.98$1.09$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.82$0.12$4.70$2.52$2.38$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.71$1.15$4.56$2.73$2.55$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.34$1.08$4.26$2.76$2.36$0.39
2017Detailed filing. Detailed filing data is available for this year.$4.98$1.22$3.76$4.99$2.64$2.35
2016Detailed filing. Detailed filing data is available for this year.$2.77$1.49$1.28$2.28$1.82$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.89$0.82$1.94$1.81$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.53$0.69$1.50$1.48$0.02
2013Summary only. Only limited summary data is available for this year.$0.68$0.00$1.42$1.35$0.07
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$1.42$1.35$0.07
Peer Organizations

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