Civic Intelligence

Dana Point Symphony

EIN 46-3064081 • 501(c)3 • Dana Point, CA

Profile

To provide world-class music to the dana point and surrounding community and make it accessible to everyone.

PO Box 3443Dana Point, CA 92629

danapointsymphony.com

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

42nd percentile

-1.2%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$2,200

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

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

Asset Growth

14th percentile

-79%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$411

Down $28,013 (-99%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$411

Down $28,013 (-99%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Up

$124,605

Up $79,290 (+175%) from 2020

Expenses

Up

$126,134

Up $86,566 (+219%) from 2020

Net Income

Down

-$1,529

Down $7,276 (-127%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$60K$40K$20K$0Assets 2014: $24,661Liabilities 2014: $1,776Net Assets 2014: $22,8852014Assets 2015: $35,280Liabilities 2015: $2,3992015Assets 2016: $48,352Liabilities 2016: $2,414Net Assets 2016: $45,9382016Assets 2017: $30,164Liabilities 2017: $46Net Assets 2017: $30,1182017Assets 2018: $21,407Net Assets 2018: $21,4072018Assets 2019: $22,677Net Assets 2019: $22,6772019Assets 2020: $28,424Net Assets 2020: $28,4242020Assets 2025: $411Net Assets 2025: $4112025

Highlighted filing

2025

Assets$411
Liabilities-
Net Assets$411
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $107,545Expenses 2014: $84,660Net Income 2014: $22,8852014Revenue 2015: $79,660Expenses 2015: $69,664Net Income 2015: $9,9962015Revenue 2016: $105,961Expenses 2016: $92,904Net Income 2016: $13,0572016Revenue 2017: $51,236Expenses 2017: $67,056Net Income 2017: -$15,8202017Revenue 2018: $77,636Expenses 2018: $86,347Net Income 2018: -$8,7112018Revenue 2019: $68,416Expenses 2019: $67,146Net Income 2019: $1,2702019Revenue 2020: $45,315Expenses 2020: $39,568Net Income 2020: $5,7472020Revenue 2025: $124,605Expenses 2025: $126,134Net Income 2025: -$1,5292025

Highlighted filing

2025

Revenue$124,605
Expenses$126,134
Net Income-$1,529
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$411
Liabilities
-
Net assets
$411
Revenue
$124,605
Expenses
$126,134
Net income
-$1,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.25$1.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.45$0.40$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$0.68$0.67$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.21$0.78$0.86$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.51$0.67$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.02$0.46$1.06$0.93$0.13
2015Summary only. Only limited summary data is available for this year.$0.35$0.02$0.80$0.70$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.02$0.23$1.08$0.85$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$124,605
Mission and Program Overview

Mission

To provide world-class music to the dana point and surrounding community and make it accessible to everyone.

Program Services

DescriptionGrantsExpenses
THE SYMPHONY PERFORMS FOUR TO SIX CONCERTS PER YEAR WITH FULL SYMPHONY, AS WELL AS LOCAL OUTREACH WITH SOLO AND CHAMBER GROUPS.-$114,546
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL ROBERTSE.D. & CFO-$2,200-$2,200
SCOTT SCHOEFFELPresident & CEO-$0--
NANCY JENKINSDirector-$0--
KARIN SCHNELLDirector-$0--
BARBARA BELLDirector-$0--
JULIE SIMERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sea Coast Symphony
EIN
46-3064081
Phone
9495426282
Address
PO BOX 3443, DANA POINT, CA 92629

Signing Officer

Name
Scott Schoeffel
Title
President
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Accudata & Co
Address
301 FOREST AVE, LAGUNA BEACH, CA 92651
Preparer
To Oanh T Nguyen Ea
Phone
9494973371
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2629”

Other Expenses.1002

“Office Expenses $477”

Other Expenses.1005

“Travel $1366”

Other Expenses.1012

“Insurance $3704”

Other Expenses.1

“CONTRACT LABOR $55950”

Other Expenses.2

“SOFTWARE $1429”

Other Expenses.3

“PROGRAMS $1187”

Other Expenses.4

“MERCHANT FEES $1142”

Other Expenses.5

“DONOR APPRECIATION $1035”

Other Expenses.6

“FOOD & BEVERAGE $995”

Other Expenses.7

“SUPPLIES $907”

Other Expenses.8

“PERMIT & LICENSES $707”

Other Expenses.9

“Dues & subscriptions $512”

Other Expenses.11

“books, subscription, reference $250”

Other Expenses.13

“WEBSITE $52”

Statement Note 1

“Statement regarding name changethe organization changed its name from dana point symphony to sea coast symphony. The tax return is being filed under the name sea coast symphony. Attached to this return are the following:amendment to the articles of incorporationproof of filing with california secretary of state”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0BARRETT SOLUTIONS
IRS990EZ/BooksInCareOfDetail/PhoneNum09492400787
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt034155 PACIFIC COAST HIGHWAY 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DANA POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01940
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0411
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt098804
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1529
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt047272
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01940
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0411
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0124605
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01940
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0411
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01940
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0411
IRS990EZ/OccupancyRentUtltsAndMaintAmt03725
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT SCHOEFFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY JENKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARIN SCHNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE SIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GAIL ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5E.D. & CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt072342
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE WORLD-CLASS MUSIC TO THE DANA POINT AND SURROUNDING COMMUNITY AND MAKE IT ACCESSIBLE TO EVERYONE.
IRS990EZ/PrintingPublicationsPostageAmt0595
IRS990EZ/ProgramServiceRevenueAmt025801
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SYMPHONY PERFORMS FOUR TO SIX CONCERTS PER YEAR WITH FULL SYMPHONY, AS WELL AS LOCAL OUTREACH WITH SOLO AND CHAMBER GROUPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0114546
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02200
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0126134
IRS990EZ/TotalProgramServiceExpensesAmt0114546
IRS990EZ/TotalRevenueAmt0124605
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SEACOASTSYMPHONY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt098804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0260466
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt025801
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt019735
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt030355
IRS990ScheduleA/OtherIncome170Grp/TotalAmt075891
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77440
IRS990ScheduleA/PublicSupportPY170Pct00.68970
IRS990ScheduleA/PublicSupportTotal170Amt0260466
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt086050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075612
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0260466
IRS990ScheduleA/TotalSupportAmt0336358
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Advertising and Promotion $2629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $3704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT LABOR $55950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOFTWARE $1429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAMS $1187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MERCHANT FEES $1142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DONOR APPRECIATION $1035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FOOD & BEVERAGE $995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES $907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PERMIT & LICENSES $707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DUES & SUBSCRIPTIONS $512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13books, subscription, reference $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14WEBSITE $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15STATEMENT REGARDING NAME CHANGETHE ORGANIZATION CHANGED ITS NAME FROM DANA POINT SYMPHONY TO SEA COAST SYMPHONY. THE TAX RETURN IS BEING FILED UNDER THE NAME SEA COAST SYMPHONY. ATTACHED TO THIS RETURN ARE THE FOLLOWING:AMENDMENT TO THE ARTICLES OF INCORPORATIONPROOF OF FILING WITH CALIFORNIA SECRETARY OF STATE
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.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Statement Note 1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SCHOEFFEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEA COAST SYMPHONY
ReturnHeader/Filer/BusinessNameControlTxt0SEAC
ReturnHeader/Filer/EIN0463064081
ReturnHeader/Filer/PhoneNum09495426282
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3443
ReturnHeader/Filer/USAddress/CityNm0DANA POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092629
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474850285
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCUDATA & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 FOREST AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092651
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TO OANH T NGUYEN EA
ReturnHeader/ReturnTs02025-11-13T15:38:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits