Civic Intelligence

Symphony of the Vines

EIN 27-3609203 • 501(c)3 • Paso Robles, CA

Profile

To make distributions to organizations that qualify as exempt organizations under section 501(c)3

P O Box 2848Paso Robles, CA 93447

n/A

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

-4.2%

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

40th percentile

-9.6%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,274

Down $3,018 (-9.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$28,274

Down $3,018 (-9.6%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$50,296

Down $30,863 (-38%) from 2023

Expenses

Down

$52,427

Down $23,415 (-31%) from 2023

Net Income

Down

-$2,131

Down $7,448 (-140%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$60K$40K$20K$0Assets 2014: $3,206Net Assets 2014: $3,2062014Assets 2016: $6,742Net Assets 2016: $6,7422016Assets 2017: $17,031Liabilities 2017: $1,498Net Assets 2017: $15,5332017Assets 2018: $29,934Liabilities 2018: $550Net Assets 2018: $29,3842018Assets 2019: $43,984Liabilities 2019: $261Net Assets 2019: $43,7232019Assets 2020: $24,463Net Assets 2020: $24,4632020Assets 2021: $34,636Liabilities 2021: $551Net Assets 2021: $34,0852021Assets 2022: $25,975Net Assets 2022: $25,9752022Assets 2023: $31,292Net Assets 2023: $31,2922023Assets 2024: $28,274Net Assets 2024: $28,2742024

Highlighted filing

2024

Assets$28,274
Liabilities-
Net Assets$28,274
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KRevenue 2014: $59,357Expenses 2014: $63,514Net Income 2014: -$4,1572014Revenue 2016: $45,558Expenses 2016: $65,409Net Income 2016: -$19,8512016Revenue 2017: $75,650Expenses 2017: $66,375Net Income 2017: $9,2752017Revenue 2018: $68,608Expenses 2018: $56,360Net Income 2018: $12,2482018Revenue 2019: $74,636Expenses 2019: $60,297Net Income 2019: $14,3392019Revenue 2020: $28,935Expenses 2020: $47,974Net Income 2020: -$19,0392020Revenue 2021: $35,547Expenses 2021: $25,374Net Income 2021: $10,1732021Revenue 2022: $64,770Expenses 2022: $74,340Net Income 2022: -$9,5702022Revenue 2023: $81,159Expenses 2023: $75,842Net Income 2023: $5,3172023Revenue 2024: $50,296Expenses 2024: $52,427Net Income 2024: -$2,1312024

Highlighted filing

2024

Revenue$50,296
Expenses$52,427
Net Income-$2,131
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$28,274
Liabilities
-
Net assets
$28,274
Revenue
$50,296
Expenses
$52,427
Net income
-$2,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$28.3$50.3$52.4$2.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.3$31.3$81.2$75.8$5.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$26.0$64.8$74.3$9.57
2021Detailed filing. Detailed filing data is available for this year.$34.6$0.55$34.1$35.5$25.4$10.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$24.5$28.9$48.0$19.0
2019Detailed filing. Detailed filing data is available for this year.$44.0$0.26$43.7$74.6$60.3$14.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$0.55$29.4$68.6$56.4$12.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$1.50$15.5$75.7$66.4$9.28
2016Detailed filing. Detailed filing data is available for this year.$6.74$6.74$45.6$65.4$19.9
2014Detailed filing. Detailed filing data is available for this year.$3.21$3.21$59.4$63.5$4.16
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Nov 3, 2023
Return Version
2020v4.2
Gross Receipts
$35,547
Mission and Program Overview

Mission

The presentation of symphonic and chamber music

Program Services

DescriptionGrantsExpenses
Due to Covid, the organization presented two concerts-$19,795
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen WillerPresidentPT$0--
Valerie Berg-JohansenSecretary-$0--
John PetersTreasurerPT$0--
Steve PetersonDirector-$0--
Hilary ClarkDirector-$0--
Jen KoeglerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Symphony of the Vines
EIN
27-3609203
Phone
8052350687
Address
P O Box 2848, Paso Robles, CA 93447

Signing Officer

Name
John M Peters
Title
Treasurer
Signed
2023-11-03
Discuss with paid preparer
No

Preparer

Firm
Controller-on-Call
Address
4211 Broad Street Ste C, San Luis Obispo, CA 93401
Preparer
Elizabeth F Gonzalez EA
Phone
8055442895
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 3,801”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 300”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 910”

Form 990-EZ, Part I, Line 16, Other Expenses

“Taxes Licenses 422”

Form 990-EZ, Part I, Line 16, Other Expenses

“Postage 146”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts Payable Beginning of year 551, End of year 551”

Raw XML Appendix173 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0John M Peters
IRS990EZ/BooksInCareOfDetail/PhoneNum08052350687
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 2848
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Paso Robles
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093447
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024463
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035547
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010173
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024463
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034636
IRS990EZ/GrossReceiptsAmt035547
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023912
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034085
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023912
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034085
IRS990EZ/OccupancyRentUtltsAndMaintAmt02405
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen Willer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Valerie Berg-Johansen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Peters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Hilary Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jen Koegler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05579
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The presentation of symphonic and chamber music
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Due to Covid, the organization presented two concerts
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019795
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017390
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0551
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0551
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt025374
IRS990EZ/TotalProgramServiceExpensesAmt019795
IRS990EZ/TotalRevenueAmt035547
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.symphonyofthevines.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt052573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt057362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0207288
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016035
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076088
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0283376
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075650
IRS990ScheduleA/Total509Grp/TotalAmt0283376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075650
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0283376
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 3,801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes Licenses 422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Postage 146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable Beginning of year 551, End of year 551
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0John M Peters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Symphony of the Vines
ReturnHeader/Filer/BusinessNameControlTxt0SYMP
ReturnHeader/Filer/EIN0273609203
ReturnHeader/Filer/PhoneNum08052350687
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 2848
ReturnHeader/Filer/USAddress/CityNm0Paso Robles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Controller-on-Call
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04211 Broad Street Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055442895
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth F Gonzalez EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-03T12:58:56-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Peter
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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