Civic Intelligence

Helix Instrumental Music Association

EIN 23-7255896 • 501(c)3 • La Mesa, CA

Profile

Promote Music Awarness

7323 University AvenueLa Mesa, CA 91942

helixinstrumental.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

37th percentile

-4.0%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

44th percentile

-5.8%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

50th percentile

-2.6%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Down

$74,085

Down $4,571 (-5.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$74,085

Down $4,571 (-5.8%) from 2023

Revenue

Down

$114,397

Down $3,003 (-2.6%) from 2023

Expenses

Up

$118,968

Up $24,738 (+26%) from 2023

Net Income

Down

-$4,571

Down $27,741 (-120%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $21,027Liabilities 2011: $0Net Assets 2011: $21,0272011Assets 2012: $25,738Liabilities 2012: $0Net Assets 2012: $25,7382012Assets 2013: $29,030Liabilities 2013: $0Net Assets 2013: $29,0302013Assets 2014: $38,104Liabilities 2014: $0Net Assets 2014: $38,1042014Assets 2015: $42,777Liabilities 2015: $0Net Assets 2015: $42,7772015Assets 2016: $30,967Net Assets 2016: $30,9672016Assets 2017: $19,712Net Assets 2017: $19,7122017Assets 2018: $9,279Net Assets 2018: $9,2792018Assets 2019: $19,266Net Assets 2019: $19,2662019Assets 2020: $13,191Net Assets 2020: $13,1912020Assets 2021: $31,810Net Assets 2021: $31,8102021Assets 2022: $55,486Net Assets 2022: $55,4862022Assets 2023: $78,656Net Assets 2023: $78,6562023Assets 2024: $74,085Net Assets 2024: $74,0852024

Highlighted filing

2024

Assets$74,085
Liabilities-
Net Assets$74,085

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $126,397Expenses 2011: $106,981Net Income 2011: $19,4162011Revenue 2012: $174,138Expenses 2012: $169,427Net Income 2012: $4,7112012Revenue 2013: $102,172Expenses 2013: $98,880Net Income 2013: $3,2922013Revenue 2014: $112,048Expenses 2014: $102,974Net Income 2014: $9,0742014Revenue 2015: $131,173Expenses 2015: $126,500Net Income 2015: $4,6732015Revenue 2016: $104,804Expenses 2016: $116,614Net Income 2016: -$11,8102016Revenue 2017: $101,842Expenses 2017: $113,097Net Income 2017: -$11,2552017Revenue 2018: $92,393Expenses 2018: $102,826Net Income 2018: -$10,4332018Revenue 2019: $103,092Expenses 2019: $93,105Net Income 2019: $9,9872019Revenue 2020: $73,221Expenses 2020: $79,296Net Income 2020: -$6,0752020Revenue 2021: $21,556Expenses 2021: $2,937Net Income 2021: $18,6192021Revenue 2022: $56,148Expenses 2022: $32,472Net Income 2022: $23,6762022Revenue 2023: $117,400Expenses 2023: $94,230Net Income 2023: $23,1702023Revenue 2024: $114,397Expenses 2024: $118,968Net Income 2024: -$4,5712024

Highlighted filing

2024

Revenue$114,397
Expenses$118,968
Net Income-$4,571

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.14$1.19$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.17$0.94$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.56$0.32$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.22$0.03$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.73$0.79$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.03$0.93$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.92$1.03$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.20$1.02$1.13$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.05$1.17$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.31$1.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.12$1.03$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$1.02$0.99$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$1.74$1.69$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$1.26$1.07$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$124,488
Mission and Program Overview

Mission

Promote Music Awarness

Program Services

DescriptionGrantsExpenses
Competition and concert performance for band, orchestra and pipes-$87,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA LA CORTEVice PresidentPT$0--
STEPHEN MOYERTreasurerPT$0--
Silayan LimPresident-$0--
Heather MoyerVice President-$0--
Stephanie OrtizVice President-$0--
Liz MolimoliSecretary-$0--
Cynthia ReyesParlimentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$42,809$42,809$10,091$32,718
Total Events$42,809$42,809$10,091$32,718
Filing and Contact Details

Filer

Filer Name
Helix Instrumental Music Association
EIN
23-7255896
Phone
6196441900
Address
7323 University Avenue, La Mesa, CA 91942

Signing Officer

Name
Stephen Moyer
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Walter L Weisman CPA
Address
3550 Camino Del Rio N Ste 310, San Diego, CA 92108
Preparer
Walter L Weisman CPA
Phone
6196977878
Supplemental Narrative

Additional Explanations

Other Expenses.1005

Travel $10514

Other Expenses.1012

Insurance $100

Other Expenses.1

Shows and props $18794

Other Expenses.2

Uniforms $14188

Other Expenses.3

Choreography, Drill, Music $13327

Other Expenses.4

Concerts and special events $9879

Other Expenses.5

Hospitality $9387

Other Expenses.6

Administrative expenses $6783

Other Expenses.7

Office expenses $4948

Other Expenses.8

Leadership development $4770

Other Expenses.9

Purchases $3979

Other Expenses.10

Instrument repair & supplies $3651

Other Expenses.11

Bank Charges $2355

Other Expenses.12

Memberships and dues $812

Other Expenses.13

Licenses $625

Other Expenses.14

Social media $585

Other Expenses.15

Other $339

Other Expenses.16

Professional development $281

Other Expenses.17

Square fees $211

Other Expenses.18

Professional memberships $100

Other Assets.1

- Beginning $359 - Ending $0

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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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