Civic Intelligence

Mission Viejo Hs Instrumental Music

EIN 23-7282920 • 501(c)3 • Mission Viejo, CA

Profile

See Page 1 and Schedule O

25108 Marguerite Parkway No A229Mission Viejo, CA 92691

mvhsmusic.com

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

66th percentile

12%

Higher net margin than 66% 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

83rd percentile

36%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$84,018

Up $22,415 (+36%) from 2023

Liabilities

Up

$17,423

Up $4,965 (+40%) from 2023

Net Assets

Up

$66,595

Up $17,450 (+36%) from 2023

Revenue

Up

$141,280

Up $45,768 (+48%) from 2023

Expenses

Up

$123,830

Up $29,404 (+31%) from 2023

Net Income

Up

$17,450

Up $16,364 (+1507%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $158,215Liabilities 2011: $3,308Net Assets 2011: $154,9072011Assets 2014: $154,861Liabilities 2014: $5,462Net Assets 2014: $149,3992014Assets 2015: $203,615Liabilities 2015: $29,352Net Assets 2015: $174,2632015Assets 2016: $180,998Liabilities 2016: $39,054Net Assets 2016: $141,9442016Assets 2017: $137,434Liabilities 2017: $29,444Net Assets 2017: $107,9902017Assets 2018: $105,670Liabilities 2018: $10,769Net Assets 2018: $94,9012018Assets 2019: $62,479Liabilities 2019: $7,817Net Assets 2019: $54,6622019Assets 2020: $36,243Liabilities 2020: $8,724Net Assets 2020: $27,5192020Assets 2021: $59,076Liabilities 2021: $8,224Net Assets 2021: $50,8522021Assets 2022: $54,329Liabilities 2022: $6,270Net Assets 2022: $48,0592022Assets 2023: $61,603Liabilities 2023: $12,458Net Assets 2023: $49,1452023Assets 2024: $84,018Liabilities 2024: $17,423Net Assets 2024: $66,5952024

Highlighted filing

2024

Assets$84,018
Liabilities$17,423
Net Assets$66,595

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $288,8912011Revenue 2014: $270,507Expenses 2014: $217,864Net Income 2014: $52,6432014Revenue 2015: $273,469Expenses 2015: $248,605Net Income 2015: $24,8642015Revenue 2016: $200,698Expenses 2016: $233,017Net Income 2016: -$32,3192016Revenue 2017: $223,396Expenses 2017: $257,350Net Income 2017: -$33,9542017Revenue 2018: $188,960Expenses 2018: $202,049Net Income 2018: -$13,0892018Revenue 2019: $204,916Expenses 2019: $245,155Net Income 2019: -$40,2392019Revenue 2020: $156,552Expenses 2020: $183,695Net Income 2020: -$27,1432020Revenue 2021: $51,381Expenses 2021: $28,048Net Income 2021: $23,3332021Revenue 2022: $147,213Expenses 2022: $150,006Net Income 2022: -$2,7932022Revenue 2023: $95,512Expenses 2023: $94,426Net Income 2023: $1,0862023Revenue 2024: $141,280Expenses 2024: $123,830Net Income 2024: $17,4502024

Highlighted filing

2024

Revenue$141,280
Expenses$123,830
Net Income$17,450

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 5, 2025
Return Version
2023v6.0
Gross Receipts
$145,280
Mission and Program Overview

Mission

See Page 1 and Schedule O

To raise funds through a variety of fundraising activities and collection of donations to provide services required by High School Marching Band, Color Guard, Drumline and Orchestra programs. This support may take the form of payments for coaching, instrument repair and/or purchasing uniforms and program supplies, travel and other costs that relate to music, Marching Band, Color Guard, Drumline and Orchestra programs. Approximately 300 students, plus their parents participated in these activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$60,669$83,598▲ $22,929
Land, Buildings, and Equipment, Net$934$420▼ $514
Total Assets$61,603$84,018▲ $22,415
Liabilities
Other Liabilities$12,458$17,423▲ $4,965
Total Liabilities$12,458$17,423▲ $4,965
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$49,145$66,595▲ $17,450
Total Net Assets Fund Balance$49,145$66,595▲ $17,450
Total Liabilities and Net Assets / Fund Balance$61,603$84,018▲ $22,415

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$420$73,848$74,268
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer HambelPresident
James DorseyVice President
Ryan NakawataseDirector of Fundraising
Manfred KunzeDirector of Operations
Jeff NovakMember at Large
Monica HercktSecretary
Ioana KunzeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,179
Program Service Revenue
$90,709
Investment Income
$46
Other Revenue
$28,346
All Other Contributions
$22,179
Change in Net Assets
$17,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$23,970--$23,970
Other Expenses$5,746$2,932-$5,746
Office Expenses-$2,302-$2,302
All Other Expenses-$1,791-$1,791
Depreciation Depletion$514--$514
Insurance-$325-$325
Total Functional Expenses$116,480$7,350$0$123,830
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,064
Fundraising Direct Expenses$4,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Snap Raise/MORE$12,767$12,767-$12,767
Jazz Under the Stars$2,002$2,002$633$1,369
Total Events$33,064$33,064$4,000$29,064
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Program Contribution$7,576
Unapplied Student Sponsorships$4,918
Donations for next year's program$3,330
Other Current Liability$1,599
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

Draft copy of Form 990 was made available to board members for individual review and comment. Return was formally approved at Board meeting on "January 13, 2025".

Form 990, Part VI, Section C, line 19

Form 990 and any financial documents are also available upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Jennifer Hambel - 26705 Rabida Circle, Mission Viejo, CA 92691. James Dorsey - 25631 Via Viento, Mission Viejo, CA 92691. Manfred Kunze - 25161 Barents, Laguna Hills, CA 92653. Ryan Nakawatase - 25211 Ericson Way, Laguna Hills, CA 92653. Monica Herckt - 25012 DeSalle Street, Laguna Hills, CA 92653. Ioana Kunze - 25161 Barents, Laguna Hills, CA 92653. Jeff Novak - 26202 La Real, Unit D, Mission Viejo, CA 92691.

Filing and Contact Details

Filer

Filer Name
Mission Viejo HS Instrumental Music
EIN
23-7282920
Phone
9498426398
Address
25108 Marguerite Parkway No A229, Mission Viejo, CA 92691

Signing Officer

Name
Jennifer Hambel
Title
President
Phone
9498426398
Signed
2025-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Hambel
Formed
1981
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
0

Preparer

Firm
Gray Proctor & McMannis CPA's LLP
Address
3991 MacArthur Blvd 240, Newport Beach, CA 92660
Preparer
K Craig Holloway CPA
Phone
9492514888
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0146121
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0116956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0170417
IRS990ScheduleA/Total509Grp/TotalAmt0584888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0146167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0116963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0173076
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0587634
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/OtherLandBuildingsGrp/BookValueAmt0420
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt073848
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt074268
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04918
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27576
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31599
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Unapplied Student Sponsorships
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Donations for next year's program
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Prepaid Program Contribution
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Other Current Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0420
IRS990ScheduleD/TotalLiabilityAmt017423
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jazz Under the Stars
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Snap Raise/MORE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt02002
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02002
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033064
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029064
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03367
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0633
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Draft copy of Form 990 was made available to board members for individual review and comment. Return was formally approved at Board meeting on "January 13, 2025".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 and any financial documents are also available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Jennifer Hambel - 26705 Rabida Circle, Mission Viejo, CA 92691. James Dorsey - 25631 Via Viento, Mission Viejo, CA 92691. Manfred Kunze - 25161 Barents, Laguna Hills, CA 92653. Ryan Nakawatase - 25211 Ericson Way, Laguna Hills, CA 92653. Monica Herckt - 25012 DeSalle Street, Laguna Hills, CA 92653. Ioana Kunze - 25161 Barents, Laguna Hills, CA 92653. Jeff Novak - 26202 La Real, Unit D, Mission Viejo, CA 92691.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt061603
IRS990/TotalAssetsEOYAmt084018
IRS990/TotalAssetsGrp/BOYAmt061603
IRS990/TotalAssetsGrp/EOYAmt084018
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt022179
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07350
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116480
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123830
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012458
IRS990/TotalLiabilitiesEOYAmt017423
IRS990/TotalLiabilitiesGrp/BOYAmt012458
IRS990/TotalLiabilitiesGrp/EOYAmt017423
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt049145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt066595
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0116480
IRS990/TotalProgramServiceRevenueAmt090709
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt029110
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089991
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141280
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061603
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt084018
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt023970
IRS990/TravelGrp/TotalAmt023970
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026705 Rabida Circle
IRS990/USAddress/CityNm0Mission Viejo
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092691
IRS990/VotingMembersGoverningBodyCnt025
IRS990/VotingMembersIndependentCnt025
IRS990/WebsiteAddressTxt0mvhsmusic.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Hambel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09498426398
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mission Viejo HS Instrumental Music
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Boosters Association
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0237282920
ReturnHeader/Filer/PhoneNum09498426398
ReturnHeader/Filer/USAddress/AddressLine1Txt025108 Marguerite Parkway No A229
ReturnHeader/Filer/USAddress/CityNm0Mission Viejo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01

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