Civic Intelligence

Inland Valley Symphony

990EZ • Fiscal year 2018 • EIN 33-0862000

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization Profileinlandvalleysymphony.org
PO Box 637Temecula, CA 92593

(951) 587-1536

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

40th percentile

-0.2%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.5%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,177

Down $546 (-2.5%) from 2017

Net Assets

Down

$21,177

Down $546 (-2.5%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$193,461

Up $38,758 (+25%) from 2017

Expenses

Up

$193,825

Up $46,855 (+32%) from 2017

Net Income

Down

-$364

Down $8,097 (-105%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$80K$60K$40K$20K$0Assets 2012: $9,914Net Assets 2012: $9,9142012Assets 2013: $18,099Net Assets 2013: $18,0992013Assets 2014: $16,419Net Assets 2014: $16,4192014Assets 2015: $21,895Net Assets 2015: $21,8952015Assets 2016: $13,992Net Assets 2016: $13,9922016Assets 2017: $21,723Net Assets 2017: $21,7232017Assets 2018: $21,177Net Assets 2018: $21,1772018Assets 2019: $30,610Liabilities 2019: $10,201Net Assets 2019: $20,4092019Assets 2020: $35,235Net Assets 2020: $35,2352020Assets 2021: $33,886Liabilities 2021: $1,125Net Assets 2021: $32,7612021Assets 2022: $16,339Liabilities 2022: $6,391Net Assets 2022: $9,9482022Assets 2023: $77,953Liabilities 2023: $3,560Net Assets 2023: $74,3932023Assets 2024: $60,134Liabilities 2024: $2,952Net Assets 2024: $57,1822024Assets 2025: $29,607Liabilities 2025: $4,156Net Assets 2025: $25,4512025

Highlighted filing

2018

Assets$21,177
Liabilities-
Net Assets$21,177
Open 2018 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $61,980Expenses 2012: $61,911Net Income 2012: $692012Revenue 2013: $107,880Expenses 2013: $99,695Net Income 2013: $8,1852013Revenue 2014: $85,641Expenses 2014: $87,321Net Income 2014: -$1,6802014Revenue 2015: $87,028Expenses 2015: $81,552Net Income 2015: $5,4762015Revenue 2016: $121,860Expenses 2016: $129,909Net Income 2016: -$8,0492016Revenue 2017: $154,703Expenses 2017: $146,970Net Income 2017: $7,7332017Revenue 2018: $193,461Expenses 2018: $193,825Net Income 2018: -$3642018Revenue 2019: $214,432Expenses 2019: $215,796Net Income 2019: -$1,3642019Revenue 2020: $182,514Expenses 2020: $167,913Net Income 2020: $14,6012020Revenue 2021: $53,170Expenses 2021: $55,645Net Income 2021: -$2,4752021Revenue 2022: $116,815Expenses 2022: $139,628Net Income 2022: -$22,8132022Revenue 2023: $174,650Expenses 2023: $110,205Net Income 2023: $64,4452023Revenue 2024: $158,908Expenses 2024: $176,199Net Income 2024: -$17,2912024Revenue 2025: $154,136Expenses 2025: $186,118Net Income 2025: -$31,9822025

Highlighted filing

2018

Revenue$193,461
Expenses$193,825
Net Income-$364
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$193,461
Mission and Program Overview

Mission

Primary exempt purpose is to educate and promote the appreciation of music in the temecula valley.

Primary exempt purpose is to educate and promote the appreciation of music for the greater community

Program Services

DescriptionGrantsExpenses
IN 2017/2018 THE SYMPHONY HELD 6 CONCERT WEEKENDS FROM OCTOBER 2017 THRU MAY 2018. IT ALSO SPONSORED A YOUTH CONCERTO COMPETITION WHOSE WINNER WAS PRESENTED IN CONCERT WITH THE SYMPHONY. THE SYMPHONY ALSO PERFORMED THE ANNUAL VETERANS DAY CONCERT FOR THE CITY OF TEMECULA. THE SYMPHONY HAS 65 MUSICIANS PARTICIPATING. OVER 4,500 PEOPLE ATTENDED THE CONCERTS.THE YOUTH SYMPHONY HAD APPROXIMATELY 70 CHILDREN PARTICIPATING. OVER 1,250 PEOPLE ATTENDED THE 5 CONCERT SERIES.THE CHORUS IS COMPRISED OF 55 SINGERS WHO PRESENTED 2 STAND ALONE CONCERTS. THEY ALSO PERFORMED AT TWO OF THE SYMPHONY CONCERTS. 650 PEOPLE ATTENDED THE TWO CHOIR CONCERTS.$189,188-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM MCLAUGHLINPresident-$0--
MARIA CANTRELLTreasurer-$0--
NANCY VANDENBERGSecretary-$0--
SUSIE KELLEYVice President-$0--
Filing and Contact Details

Filer

Filer Name
Inland Valley Symphony
EIN
33-0862000
Phone
9515871536
Address
PO BOX 637, TEMECULA, CA 92593

Signing Officer

Name
Maria Cantrell
Title
Treasurer
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Nottingham & Associates
Address
43460 RIDGE PARK DR STE 240, TEMECULA, CA 92590-3600
Preparer
Jody D Nottingham CPA
Phone
9512961698
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $22956”

Other Expenses.1002

“Office Expenses $2777”

Other Expenses.1005

“Travel $5659”

Other Expenses.1012

“Insurance $2610”

Other Expenses.1

“Music rental/purchase $22138”

Other Expenses.2

“VENUE RENTAL $10083”

Other Expenses.4

“SPECIAL PROJECTS $6330”

Other Expenses.5

“TAXES $863”

Other Expenses.6

“MEETING EXPENSE $662”

Other Expenses.7

“BANK FEES $616”

Other Expenses.8

“MEMBERSHIP EXPENSES $527”

Other Expenses.9

“TELEPHONE $300”

Raw XML Appendix159 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0NOTTINGHAM ASSOCIATES CPA'S
IRS990EZ/BooksInCareOfDetail/PhoneNum09512961698
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt043460 RIDGE PARK DRIVE STE 240
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092590
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021723
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IRS990EZ/ContributionsGiftsGrantsEtcAmt060009
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-364
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt077594
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt021177
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0193461
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021177
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021177
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM MCLAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIA CANTRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY VANDENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSIE KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-182
IRS990EZ/OtherExpensesTotalAmt075521
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRIMARY EXEMPT PURPOSE IS TO EDUCATE AND PROMOTE THE APPRECIATION OF MUSIC FOR THE GREATER COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt08925
IRS990EZ/ProgramServiceRevenueAmt0133451
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2017/2018 THE SYMPHONY HELD 6 CONCERT WEEKENDS FROM OCTOBER 2017 THRU MAY 2018. IT ALSO SPONSORED A YOUTH CONCERTO COMPETITION WHOSE WINNER WAS PRESENTED IN CONCERT WITH THE SYMPHONY. THE SYMPHONY ALSO PERFORMED THE ANNUAL VETERANS DAY CONCERT FOR THE CITY OF TEMECULA. THE SYMPHONY HAS 65 MUSICIANS PARTICIPATING. OVER 4,500 PEOPLE ATTENDED THE CONCERTS.THE YOUTH SYMPHONY HAD APPROXIMATELY 70 CHILDREN PARTICIPATING. OVER 1,250 PEOPLE ATTENDED THE 5 CONCERT SERIES.THE CHORUS IS COMPRISED OF 55 SINGERS WHO PRESENTED 2 STAND ALONE CONCERTS. THEY ALSO PERFORMED AT TWO OF THE SYMPHONY CONCERTS. 650 PEOPLE ATTENDED THE TWO CHOIR CONCERTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0189188
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt031785
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0193825
IRS990EZ/TotalProgramServiceExpensesAmt0189188
IRS990EZ/TotalRevenueAmt0193461
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0inlandvalleysymphony.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0165546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0154703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0121860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt087028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt085641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0614778
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0614778
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0165546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0154703
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0121860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt087028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085641
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0614778
IRS990ScheduleA/TotalSupportAmt0614778
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $22956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $5659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUSIC RENTAL/PURCHASE $22138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VENUE RENTAL $10083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SPECIAL PROJECTS $6330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES $863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEETING EXPENSE $662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK FEES $616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBERSHIP EXPENSES $527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TELEPHONE $300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA CANTRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INLAND VALLEY SYMPHONY
ReturnHeader/Filer/BusinessNameControlTxt0INLA
ReturnHeader/Filer/EIN0330862000
ReturnHeader/Filer/PhoneNum09515871536
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 637
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092593
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202082681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOTTINGHAM & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043460 RIDGE PARK DR STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925903600
ReturnHeader/PreparerPersonGrp/PhoneNum09512961698
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody D Nottingham CPA
ReturnHeader/ReturnTs02018-11-14T10:21:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,177
Liabilities
-
Net assets
$21,177
Revenue
$193,461
Expenses
$193,825
Net income
-$364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.04$0.25$1.54$1.86$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.03$0.57$1.59$1.76$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.04$0.74$1.75$1.10$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.06$0.10$1.17$1.40$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.01$0.33$0.53$0.56$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$1.83$1.68$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.10$0.20$2.14$2.16$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.93$1.94$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.22$1.55$1.47$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$1.22$1.30$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.87$0.82$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.16$0.86$0.87$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.18$1.08$1.00$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.62$0.62$0.00