Civic Intelligence

Dana Point Symphony

990EZ • Fiscal year 2015 • EIN 46-3064081

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 27, 2015

Organization Profiledanapointsymphony.com
33282 Golden LanternDana Point, CA 92629

(949) 248-3500

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets74th percentile

Assets

Flat

$35,280

Flat from 2015

Net Assets

$32,881

No earlier filing loaded for comparison.

Liabilities

Flat

$2,399

Flat from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin68th percentile

Revenue

Flat

$79,660

Flat from 2015

Expenses

Flat

$69,664

Flat from 2015

Net Income

Flat

$9,996

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$60K$40K$20K$0Assets 2014: $24,661Liabilities 2014: $1,776Net Assets 2014: $22,8852014Assets 2015: $35,280Liabilities 2015: $2,399Net Assets 2015: $32,8812015Assets 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

2015

Assets$35,280
Liabilities$2,399
Net Assets$32,881
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

2015

Revenue$79,660
Expenses$69,664
Net Income$9,996
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 27, 2015
Return Version
2014v5.0
Gross Receipts
$79,660
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.$66,577-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SCHOEFFELPresidentPT$0--
DOUG CHOTKEVYSSecretaryPT$0--
URSULA LUNA-REYNOSATreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Dana Point Symphony
EIN
46-3064081
Phone
9492483500
Address
33282 GOLDEN LANTERN, DANA POINT, CA 92629

Signing Officer

Name
Scott Schoeffel
Title
President
Signed
2015-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Alvarez & Company
Address
301 Forest Avenue, Laguna Beach, CA 92651-2115
Preparer
James P Larsen CPA
Phone
9494973371
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $3158”

Other Expenses.1005

“Travel $136”

Other Expenses.1012

“Insurance $3506”

Other Expenses.1

“Contract Labor $24233”

Other Expenses.2

“Supplies $5599”

Other Expenses.4

“Production set up expense $1037”

Other Expenses.5

“Bank Charges $143”

Other Expenses.7

“Website $102”

Other Expenses.8

“Taxes $10”

Total Liabilities.1

“PAYROLL LIABILITIES - Beginning $1776 PAYROLL LIABILITIES - Ending $2399”

Raw XML Appendix154 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/BooksInCareOfDetail/PersonNm0ALEXANDER ALVAREZ CO
IRS990EZ/BooksInCareOfDetail/PhoneNum09492482818
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024681 LA PLAZA 360
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DANA POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024661
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035280
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt056090
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09996
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02934
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024661
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035280
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt079660
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022885
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032881
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022885
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032881
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT SCHOEFFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG CHOTKEVYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2URSULA LUNA-REYNOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037924
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/PrintingPublicationsPostageAmt01524
IRS990EZ/ProgramServiceRevenueAmt023570
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/GrantsAndAllocationsAmt066577
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt027282
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01776
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02399
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069664
IRS990EZ/TotalProgramServiceExpensesAmt066577
IRS990EZ/TotalRevenueAmt079660
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://danapointsymphony.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt056090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0140612
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt023570
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt023023
IRS990ScheduleA/OtherIncome170Grp/TotalAmt046593
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0140612
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt056090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084522
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0140612
IRS990ScheduleA/TotalSupportAmt0187205
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 $3158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contract Labor $24233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $5599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Production set up expense $1037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges $143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Taxes $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYROLL LIABILITIES - Beginning $1776 PAYROLL LIABILITIES - Ending $2399
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SCHOEFFEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANA POINT SYMPHONY
ReturnHeader/Filer/BusinessNameControlTxt0DANA
ReturnHeader/Filer/EIN0463064081
ReturnHeader/Filer/PhoneNum09492483500
ReturnHeader/Filer/USAddress/AddressLine1Txt033282 GOLDEN LANTERN
ReturnHeader/Filer/USAddress/CityNm0DANA POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alexander Alvarez & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Forest Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926512115
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James P Larsen CPA
ReturnHeader/ReturnTs02015-08-27T15:55:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,280
Liabilities
$2,399
Net assets
$32,881
Revenue
$79,660
Expenses
$69,664
Net income
$9,996
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
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$0.80$0.70$0.10
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