Civic Intelligence

Dana Point Symphony

990EZ • Fiscal year 2018 • EIN 46-3064081

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

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

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

23rd percentile

-11%

Higher net margin than 23% 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

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

86th percentile

52%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,407

Down $8,757 (-29%) from 2017

Net Assets

Down

$21,407

Down $8,711 (-29%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$77,636

Up $26,400 (+52%) from 2017

Expenses

Up

$86,347

Up $19,291 (+29%) from 2017

Net Income

Up

-$8,711

Up $7,109 (+45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th 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: $2,3992015Assets 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

2018

Assets$21,407
Liabilities-
Net Assets$21,407
Open 2018 Filing

Operations Trend

Revenue Growth86th 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 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

2018

Revenue$77,636
Expenses$86,347
Net Income-$8,711
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
$77,636
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.$72,887-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SCHOEFFELPresidentPT$0--
DOUG CHOTKEVYSSecretary/TreasPT$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
Doug Chotkevys
Title
Secretary/Treas
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Alvarez & Company
Address
301 Forest Avenue Suite A-4, Laguna Beach, CA 92651-2115
Preparer
Alexander T Alvarez CPA
Phone
9494973371
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1791”

Other Expenses.1005

“Travel $1454”

Other Expenses.1012

“Insurance $2602”

Other Expenses.1

“Contract Labor $56753”

Other Expenses.2

“Food and Beverage $4562”

Other Expenses.4

“Merchant Fees $1591”

Other Expenses.6

“Permit and License $703”

Other Expenses.7

“WEBSITE $349”

Other Expenses.8

“Facilities and equipment $300”

Other Expenses.9

“Supplies $186”

Other Expenses.10

“Dues and subscriptions $94”

Other Expenses.11

“Taxes $10”

Total Liabilities.1

“PAYROLL LIABILITIES - Beginning $46 PAYROLL LIABILITIES - Ending $0”

Raw XML Appendix158 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/PersonNm0BARRETT SOLUTIONS
IRS990EZ/BooksInCareOfDetail/PhoneNum09492400787
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024681 LA PLAZA STE 320
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DANA POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030164
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021407
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036144
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8711
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013007
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030164
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021407
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt077636
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030118
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021407
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030118
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021407
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT SCHOEFFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG CHOTKEVYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070395
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/PrintingPublicationsPostageAmt02945
IRS990EZ/ProgramServiceRevenueAmt041491
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/GrantsAndAllocationsAmt072887
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt046
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086347
IRS990EZ/TotalProgramServiceExpensesAmt072887
IRS990EZ/TotalRevenueAmt077636
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://danapointsymphony.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt084522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0268301
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt041491
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt019316
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt046336
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt023570
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt023023
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0153736
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63570
IRS990ScheduleA/PublicSupportTotal170Amt0268301
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt031920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt084522
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0268301
IRS990ScheduleA/TotalSupportAmt0422038
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contract Labor $56753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Food and Beverage $4562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Merchant Fees $1591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Permit and License $703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FACILITIES AND EQUIPMENT $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies $186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Dues and subscriptions $94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Taxes $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYROLL LIABILITIES - Beginning $46 PAYROLL LIABILITIES - Ending $0
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.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG CHOTKEVYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/PreparerFirmEIN0953282589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alexander Alvarez & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Forest Avenue Suite A-4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926512115
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexander T Alvarez CPA
ReturnHeader/ReturnTs02018-11-14T10:06:28-08:00
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
$21,407
Liabilities
-
Net assets
$21,407
Revenue
$77,636
Expenses
$86,347
Net income
-$8,711
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
2018Detailed filing. Detailed filing data is available for this year.$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