Civic Intelligence

Symphony of the Vines

990EZ • Fiscal year 2020 • EIN 27-3609203

Oct 01, 2019 to Sep 30, 2020 • Filed on Nov 19, 2020

P O Box 2848Paso Robles, CA 93447

(805) 235-0687

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

10th percentile

-66%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-61%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$24,463

Down $19,521 (-44%) from 2019

Net Assets

Down

$24,463

Down $19,260 (-44%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$28,935

Down $45,701 (-61%) from 2019

Expenses

Down

$47,974

Down $12,323 (-20%) from 2019

Net Income

Down

-$19,039

Down $33,378 (-233%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$24,463
Liabilities-
Net Assets$24,463

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$28,935
Expenses$47,974
Net Income-$19,039
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Nov 19, 2020
Return Version
2019v5.1
Gross Receipts
$28,935
Mission and Program Overview

Mission

The presentation of symphonic and chamber music

Program Services

DescriptionGrantsExpenses
Presented two symphony orchestra concerts and four chamber music recitals, featuring a wide range of music styles and composers in northern San Luis Obispo County.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen WillerPresidentPT$0--
Valerie Berg-JohansenSecretary-$0--
John PetersTreasurerPT$0--
Steve PetersonDirector-$0--
Hilary ClarkDirector-$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
Phone
8052350687
Signed
2020-11-19
Discuss with paid preparer
Yes

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

Meals and entertainment 1,026

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

Supplies 220

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

Credit Card Processing 125

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

Music Rental Copying 263

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

Advertising, Marketing Promotion 6,436

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

Insurance 882

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

Taxes Licenses 405

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

Dues, Subscriptions Memberships 367

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

Internet 334

Form 990-EZ, Part I, Line 20, Net Assets

Prior Year Adjustment -221

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

Accounts Payable Beginning of year 261, End of year 0

Raw XML Appendix182 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/BooksInCareOfDetail/USAddress/CityNm0Paso Robles
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093447
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Hilary Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-221
IRS990EZ/OtherExpensesTotalAmt010058
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt017185
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0261
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
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IRS990EZ/TotalRevenueAmt028935
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.symphonyofthevines.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011750
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028935
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044790
IRS990ScheduleA/Total509Grp/TotalAmt0292619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074636
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044790
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0292619
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/ExplanationTxt0Meals and entertainment 1,026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit Card Processing 125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Music Rental Copying 263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising, Marketing Promotion 6,436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Taxes Licenses 405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues, Subscriptions Memberships 367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Internet 334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prior Year Adjustment -221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable Beginning of year 261, End of year 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John M Peters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08052350687
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-19
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.86.129.171
ReturnHeader/FilingSecurityInformation/IPDt02020-12-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:52:33
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/PreparationDt02020-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth F Gonzalez EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-19T01:25:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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