Civic Intelligence

Aperio

990EZ • Fiscal year 2024 • EIN 20-4340870

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 20, 2024

1919 DecaturHouston, TX 77007

(317) 517-0225

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

9th percentile

-60%

Faster asset growth than 9% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$7,429

Down $10,970 (-60%) from 2023

Net Assets

Down

$7,131

Down $10,986 (-61%) from 2023

Liabilities

Up

$298

Up $16 (+5.7%) from 2023

Revenue

Down

$90,216

Down $41,666 (-32%) from 2023

Expenses

Down

$104,023

Down $30,878 (-23%) from 2023

Net Income

Down

-$13,807

Down $10,788 (-357%) from 2023

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $9,446Liabilities 2011: $2,000Net Assets 2011: $7,4462011Assets 2012: $11,790Liabilities 2012: $2,000Net Assets 2012: $9,7902012Assets 2013: $5,159Net Assets 2013: $5,1592013Assets 2014: $7,311Liabilities 2014: $0Net Assets 2014: $7,3112014Assets 2015: $23,692Liabilities 2015: $0Net Assets 2015: $23,6922015Assets 2016: $11,210Liabilities 2016: $0Net Assets 2016: $11,2102016Assets 2017: $8,121Liabilities 2017: $0Net Assets 2017: $8,1212017Assets 2018: $5,961Liabilities 2018: $0Net Assets 2018: $5,9612018Assets 2019: $7,239Liabilities 2019: $0Net Assets 2019: $7,2392019Assets 2020: $18,400Liabilities 2020: $0Net Assets 2020: $18,4002020Assets 2021: $22,892Liabilities 2021: $267Net Assets 2021: $22,6252021Assets 2022: $21,386Liabilities 2022: $250Net Assets 2022: $21,1362022Assets 2023: $18,399Liabilities 2023: $282Net Assets 2023: $18,1172023Assets 2024: $7,429Liabilities 2024: $298Net Assets 2024: $7,1312024Assets 2025: $10,174Liabilities 2025: $448Net Assets 2025: $9,7262025

Highlighted filing

2024

Assets$7,429
Liabilities$298
Net Assets$7,131

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $30,910Expenses 2011: $28,860Net Income 2011: $2,0502011Revenue 2012: $36,650Expenses 2012: $34,306Net Income 2012: $2,3442012Revenue 2013: $47,133Expenses 2013: $51,764Net Income 2013: -$4,6312013Revenue 2014: $49,889Expenses 2014: $47,737Net Income 2014: $2,1522014Revenue 2015: $60,820Expenses 2015: $44,439Net Income 2015: $16,3812015Revenue 2016: $73,498Expenses 2016: $85,980Net Income 2016: -$12,4822016Revenue 2017: $94,269Expenses 2017: $97,358Net Income 2017: -$3,0892017Revenue 2018: $99,291Expenses 2018: $101,451Net Income 2018: -$2,1602018Revenue 2019: $111,689Expenses 2019: $110,411Net Income 2019: $1,2782019Revenue 2020: $110,324Expenses 2020: $99,163Net Income 2020: $11,1612020Revenue 2021: $83,666Expenses 2021: $79,441Net Income 2021: $4,2252021Revenue 2022: $86,301Expenses 2022: $87,790Net Income 2022: -$1,4892022Revenue 2023: $131,882Expenses 2023: $134,901Net Income 2023: -$3,0192023Revenue 2024: $90,216Expenses 2024: $104,023Net Income 2024: -$13,8072024Revenue 2025: $122,905Expenses 2025: $120,310Net Income 2025: $2,5952025

Highlighted filing

2024

Revenue$90,216
Expenses$104,023
Net Income-$13,807
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 20, 2024
Return Version
2023v5.0
Gross Receipts
$90,216
Mission and Program Overview

Mission

Preserving chamber music literature through performances.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SUCCESSFULLY PRESENTED A SERIES OF FIVE CONCERTS, EDUCATIONAL OUTREACH, AND COMMUNITY ENGAGEMENT EVENTS IMPACTING OVER 3,500 PEOPLE THROUGHOUT THE GREATER HOUSTON METROPOLITAN AREA. PROGRAMS INCLUDED BOTH TICKETED AND FREE EVENTS WHICH WERE HOSTED IN-PERSON AND VIRTUALLY ALLOWING FOR BROADER AUDIENCE ACCESS.-$69,233
APERIO COLLABORATED WITH THE PARTNERSHIP FOR THE ADVANCEMENT AND IMMERSION OF REFUGEES (PAIR) IN THE SPRING OF 2024, PRESENTING CELLIST LEO EGUCHI TO STUDENTS AT HARMONY HIGH SCHOOL IN HOUSTON. AS PART OF THIS EDUCATIONAL OUTREACH PROGRAM EGUCHI WORKED WITH STUDENTS ON CREATIVE EXERCISES IN MUSICAL COMPOSITION, EXPRESSION, AND PERFORMANCE STUDENTS - REGARDLESS OF THEIR MUSICAL TRAINING, EXPERIENCE, OR LANGUAGE PROFICIENCY - PARTICIPATED IN ACTIVITIES ENCOURAGING EXPERIMENTAION WITH MUSICAL NOTATION AND PERSONAL EXPRESSION. EGUCHI LED PERFORMANCES OF THE STUDENT-CREATED WORKS WITH CLASSMATES IN LARGE GROUPS. THE ACTIVITIES ENCOURAGED PERSONAL EXPRESSION, CRITICAL THINKING SKILLS, AND GENERAL CRATIVITY, FOSTERING MEANINGFUL CONNECTIONS BETWEEN THE ARTIST, STUDENTS, AND TEACHERS INVOLVED. APERIO PLANS TO EXPAND ITS WORK WITH PAIR BY DEVELOPING NEW EDUCATIONAL OUTREACH EXPERIENCES AND CREATING OPPORTUNITIES FOR GENERAL FUNDRAISING TO BENEFIT ORGANIZATIONS.--
IN ADDITION TO ITS PROGRAMMATIC ACCOMPLISHMENTS, THE ORGANIZATION EXPANDED ITS BOARD OF DIRECTORS BY EIGHT MEMBERS BY THE END OF THE FISCAL YEAR, DEMONSTRATING A COMMITMENT TO GROWTH AND SUSTAINABILITY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL ZURAW DMAPresident &-$0--
DANIEL SAENZ DMASecretary-$0--
BRAD THIENTreasurer-$0--
MARINA CHRISTENSENDirector At-$0--
KRISZTINA MOCTEZUMADirector At-$0--
MARLON CHENDirector At-$0--
Filing and Contact Details

Filer

Filer Name
Aperio
EIN
20-4340870
Phone
3175170225
Address
1919 DECATUR, HOUSTON, TX 77007

Signing Officer

Name
Michael Zuraw Dma
Title
President & Artistic
Phone
0317517022
Signed
2024-10-20

Preparer

Firm
Mbaluka and Beisel LLC
Address
10190 KATY FREEWAY STE 103, HOUSTON, TX 77043
Preparer
Joseph Beisel CPA
Phone
2814966152
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other income 1,700 total 1,700

Form 990-ez, Part I, Line 16

Expenses 4,586 total 4,586

Form 990-ez, Part I, Line 20

Prior periods corrections 2,821

Form 990-ez, Part II, Line 24

Accounts receivable 0 600 total 0 600

Form 990-ez, Part II, Line 26

Payroll liabilities 282 298

Form 990-ez, Part III, Line 28

The organization successfully presented a series of five concerts, educational outreach, and community engagement events impacting over 3,500 people throughout the greater houston metropolitan area. Programs included both ticketed and free events which were hosted in-person and virtually allowing for broader audience access.

Form 990-ez, Part III, Line 29

Aperio collaborated with the partnership for the advancement and immersion of refugees (pair) in the spring of 2024, presenting cellist leo eguchi to students at harmony high school in houston. As part of this educational outreach program eguchi worked with students on creative exercises in musical composition, expression, and performance students - regardless of their musical training, experience, or language proficiency - participated in activities encouraging experimentaion with musical notation and personal expression. Eguchi led performances of the student-created works with classmates in large groups. The activities encouraged personal expression, critical thinking skills, and general crativity, fostering meaningful connections between the artist, students, and teachers involved. Aperio plans to expand its work with pair by developing new educational outreach experiences and creating opportunities for general fundraising to benefit organizations.

Raw XML Appendix157 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1APERIO COLLABORATED WITH THE PARTNERSHIP FOR THE ADVANCEMENT AND IMMERSION OF REFUGEES (PAIR) IN THE SPRING OF 2024, PRESENTING CELLIST LEO EGUCHI TO STUDENTS AT HARMONY HIGH SCHOOL IN HOUSTON. AS PART OF THIS EDUCATIONAL OUTREACH PROGRAM EGUCHI WORKED WITH STUDENTS ON CREATIVE EXERCISES IN MUSICAL COMPOSITION, EXPRESSION, AND PERFORMANCE STUDENTS - REGARDLESS OF THEIR MUSICAL TRAINING, EXPERIENCE, OR LANGUAGE PROFICIENCY - PARTICIPATED IN ACTIVITIES ENCOURAGING EXPERIMENTAION WITH MUSICAL NOTATION AND PERSONAL EXPRESSION. EGUCHI LED PERFORMANCES OF THE STUDENT-CREATED WORKS WITH CLASSMATES IN LARGE GROUPS. THE ACTIVITIES ENCOURAGED PERSONAL EXPRESSION, CRITICAL THINKING SKILLS, AND GENERAL CRATIVITY, FOSTERING MEANINGFUL CONNECTIONS BETWEEN THE ARTIST, STUDENTS, AND TEACHERS INVOLVED. APERIO PLANS TO EXPAND ITS WORK WITH PAIR BY DEVELOPING NEW EDUCATIONAL OUTREACH EXPERIENCES AND CREATING OPPORTUNITIES FOR GENERAL FUNDRAISING TO BENEFIT ORGANIZATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 1,700 TOTAL 1,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 4,586 TOTAL 4,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIODS CORRECTIONS 2,821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 0 600 TOTAL 0 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL LIABILITIES 282 298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION SUCCESSFULLY PRESENTED A SERIES OF FIVE CONCERTS, EDUCATIONAL OUTREACH, AND COMMUNITY ENGAGEMENT EVENTS IMPACTING OVER 3,500 PEOPLE THROUGHOUT THE GREATER HOUSTON METROPOLITAN AREA. PROGRAMS INCLUDED BOTH TICKETED AND FREE EVENTS WHICH WERE HOSTED IN-PERSON AND VIRTUALLY ALLOWING FOR BROADER AUDIENCE ACCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6APERIO COLLABORATED WITH THE PARTNERSHIP FOR THE ADVANCEMENT AND IMMERSION OF REFUGEES (PAIR) IN THE SPRING OF 2024, PRESENTING CELLIST LEO EGUCHI TO STUDENTS AT HARMONY HIGH SCHOOL IN HOUSTON. AS PART OF THIS EDUCATIONAL OUTREACH PROGRAM EGUCHI WORKED WITH STUDENTS ON CREATIVE EXERCISES IN MUSICAL COMPOSITION, EXPRESSION, AND PERFORMANCE STUDENTS - REGARDLESS OF THEIR MUSICAL TRAINING, EXPERIENCE, OR LANGUAGE PROFICIENCY - PARTICIPATED IN ACTIVITIES ENCOURAGING EXPERIMENTAION WITH MUSICAL NOTATION AND PERSONAL EXPRESSION. EGUCHI LED PERFORMANCES OF THE STUDENT-CREATED WORKS WITH CLASSMATES IN LARGE GROUPS. THE ACTIVITIES ENCOURAGED PERSONAL EXPRESSION, CRITICAL THINKING SKILLS, AND GENERAL CRATIVITY, FOSTERING MEANINGFUL CONNECTIONS BETWEEN THE ARTIST, STUDENTS, AND TEACHERS INVOLVED. APERIO PLANS TO EXPAND ITS WORK WITH PAIR BY DEVELOPING NEW EDUCATIONAL OUTREACH EXPERIENCES AND CREATING OPPORTUNITIES FOR GENERAL FUNDRAISING TO BENEFIT ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ZURAW DMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & ARTISTIC
ReturnHeader/BusinessOfficerGrp/PhoneNum00317517022
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APERIO
ReturnHeader/Filer/BusinessNameControlTxt0APER
ReturnHeader/Filer/EIN0204340870
ReturnHeader/Filer/PhoneNum03175170225
ReturnHeader/Filer/USAddress/AddressLine1Txt01919 DECATUR
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077007
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844221470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MBALUKA AND BEISEL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010190 KATY FREEWAY STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077043
ReturnHeader/PreparerPersonGrp/PhoneNum02814966152
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH BEISEL CPA
ReturnHeader/ReturnTs02024-11-06T11:30:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.23$1.20$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.90$1.04$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.32$1.35$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.86$0.88$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.84$0.79$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.10$0.99$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.12$1.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.99$1.01$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.94$0.97$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.73$0.86$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.61$0.44$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.50$0.48$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.47$0.52$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.02$0.10$0.37$0.34$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.02$0.07$0.31$0.29$0.02