Civic Intelligence

Yorba Linda Middle School Instrumental

EIN 33-0628600 • 501(c)3 • Yorba Linda, CA

Profile

The organization's purpose is to assist Yorba Linda Middle School in providing an enriched learning experience for their students in the area of music education by providing additional music expertise and services, instruments, facilitating attire and transportation, and assisting in other ways to enhance the student's experiences and education in the field of music.

4777 Casa Loma AveYorba Linda, CA 92886

www.ylmsmusic.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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-46%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$40,950

Up $10,160 (+33%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$40,950

Up $10,160 (+33%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Down

$39,541

Down $33,029 (-46%) from 2024

Expenses

Down

$29,381

Down $40,490 (-58%) from 2024

Net Income

Up

$10,160

Up $7,461 (+276%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$60K$40K$20K$0Assets 2014: $5,077Net Assets 2014: $5,0772014Assets 2015: $4,305Net Assets 2015: $4,3052015Assets 2016: $949Net Assets 2016: $9492016Assets 2017: $1,709Net Assets 2017: $1,7092017Assets 2018: $2,236Net Assets 2018: $2,2362018Assets 2019: $1,073Net Assets 2019: $1,0732019Assets 2020: $12,591Net Assets 2020: $12,5912020Assets 2021: $35,856Net Assets 2021: $35,8562021Assets 2023: $28,091Net Assets 2023: $28,0912023Assets 2024: $30,790Net Assets 2024: $30,7902024Assets 2025: $40,950Net Assets 2025: $40,9502025

Highlighted filing

2025

Assets$40,950
Liabilities-
Net Assets$40,950
Open 2025 Filing

Operations Trend

Revenue Growth20th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $36,495Expenses 2014: $43,147Net Income 2014: -$6,6522014Revenue 2015: $56,850Expenses 2015: $57,622Net Income 2015: -$7722015Revenue 2016: $60,061Expenses 2016: $63,417Net Income 2016: -$3,3562016Revenue 2017: $46,090Expenses 2017: $45,330Net Income 2017: $7602017Revenue 2018: $46,464Expenses 2018: $45,937Net Income 2018: $5272018Revenue 2019: $46,585Expenses 2019: $47,748Net Income 2019: -$1,1632019Revenue 2020: $32,363Expenses 2020: $20,845Net Income 2020: $11,5182020Revenue 2021: $36,456Expenses 2021: $13,191Net Income 2021: $23,2652021Revenue 2023: $58,970Expenses 2023: $56,365Net Income 2023: $2,6052023Revenue 2024: $72,570Expenses 2024: $69,871Net Income 2024: $2,6992024Revenue 2025: $39,541Expenses 2025: $29,381Net Income 2025: $10,1602025

Highlighted filing

2025

Revenue$39,541
Expenses$29,381
Net Income$10,160
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,950
Liabilities
-
Net assets
$40,950
Revenue
$39,541
Expenses
$29,381
Net income
$10,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.0$41.0$39.5$29.4$10.2
2024Detailed filing. Detailed filing data is available for this year.$30.8$30.8$72.6$69.9$2.70
2023Detailed filing. Detailed filing data is available for this year.$28.1$28.1$59.0$56.4$2.61
2021Detailed filing. Detailed filing data is available for this year.$35.9$35.9$36.5$13.2$23.3
2020Detailed filing. Detailed filing data is available for this year.$12.6$12.6$32.4$20.8$11.5
2019Detailed filing. Detailed filing data is available for this year.$1.07$1.07$46.6$47.7$1.16
2018Detailed filing. Detailed filing data is available for this year.$2.24$2.24$46.5$45.9$0.53
2017Detailed filing. Detailed filing data is available for this year.$1.71$1.71$46.1$45.3$0.76
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.95$60.1$63.4$3.36
2015Detailed filing. Detailed filing data is available for this year.$4.31$4.31$56.9$57.6$0.77
2014Detailed filing. Detailed filing data is available for this year.$5.08$5.08$36.5$43.1$6.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$40,643
Mission and Program Overview

Mission

The organization's purpose is to assist Yorba Linda Middle School in providing an enriched learning experience for their students in the area of music education by providing additional music expertise and services, instruments, facilitating attire and transportation, and assisting in other ways to enhance the student's experiences and education in the field of music.

Program Services

DescriptionGrantsExpenses
Other expenditures including instrument purchase and repair, transportation, festival entry fees, awards and other expenses enhancing the arts education of the students.-$17,535
Expenditures providing music and music supplies to the students.-$4,737
Provide summer band camp, uniform purchases and concert expenses.-$4,148
Expenditures providing coaches and clinicians to enhance the students musical education, expanding their music experience and performance opportunities.-$400
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jill PangCo President-$0--
Ariana O'BrienCo-Treasurer-$0--
Julia WhitesideCo-Treasurer-$0--
Erin MannCo President-$0--
Anita HoSecretary-$0--
Merit AlbaiadyVice President-$0--
Debbie Koo2nd VP-$0--
Filing and Contact Details

Filer

Filer Name
Yorba Linda Middle School Instrumental
EIN
33-0628600
Phone
7149867080
Address
4777 Casa Loma Ave, Yorba Linda, CA 92886

Signing Officer

Name
Julia Whiteside
Title
Co-Treasurer
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Stamos & Stamos CPA
Address
3111 N Tustin St Ste 230, Orange, CA 92865
Preparer
Chris Stamos
Phone
7149980311
Supplemental Narrative

Additional Explanations

Other Expenses.1

“IMBC events exp $7843”

Other Expenses.2

“Colorguard $6359”

Other Expenses.3

“Uniforms/Cleaning/T-shirts $4148”

Other Expenses.4

“Music Supplies $2654”

Other Expenses.5

“Instrument purchase/repair $2080”

Other Expenses.6

“Music Program/Sheet Music $1429”

Other Expenses.7

“Awards & Incentives $827”

Other Expenses.8

“Tax Preparation & Acctg fees $825”

Other Expenses.9

“office supplies $720”

Other Expenses.10

“Big Jazz Concert $676”

Other Expenses.11

“Insurance $469”

Other Expenses.12

“Clinicians/Instructors $400”

Other Expenses.13

“Festival fees $400”

Other Expenses.14

“Membership fees $284”

Other Expenses.15

“Misc operating expenses/suppli $211”

Other Expenses.16

“Charitable Registry Renewal Fe $50”

Other Expenses.17

“Bank Service Charge $4”

Other Expenses.18

“rounding $2”

Raw XML Appendix204 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/OtherExpensesTotalAmt029381
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IRS990EZ/ProgramServiceRevenueAmt012491
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IMBC events exp $7843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Colorguard $6359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Uniforms/Cleaning/T-shirts $4148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Music Supplies $2654
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julia Whiteside
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Yorba Linda Middle School Instrumental
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Music Booster Club
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ReturnHeader/Filer/EIN0330628600
ReturnHeader/Filer/PhoneNum07149867080
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03111 N Tustin St Ste 230
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092865
ReturnHeader/PreparerPersonGrp/PhoneNum07149980311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS STAMOS
ReturnHeader/ReturnTs02025-11-11T15:29:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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