Civic Intelligence

Dana Point Symphony

990EZ • Fiscal year 2019 • EIN 46-3064081

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

Organization Profiledanapointsymphony.com
PO Box 3443Dana Point, CA 92629

(949) 542-6882

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

46th percentile

1.9%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

56th percentile

5.9%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,677

Up $1,270 (+5.9%) from 2018

Net Assets

Up

$22,677

Up $1,270 (+5.9%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Down

$68,416

Down $9,220 (-12%) from 2018

Expenses

Down

$67,146

Down $19,201 (-22%) from 2018

Net Income

Up

$1,270

Up $9,981 (+115%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$22,677
Liabilities-
Net Assets$22,677
Open 2019 Filing

Operations Trend

Revenue Growth32nd 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

2019

Revenue$68,416
Expenses$67,146
Net Income$1,270
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$68,416
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.$59,248-
Compensation and Service Providers
Top Officer Pay77th 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
9495426882
Address
PO BOX 3443, DANA POINT, CA 92629

Signing Officer

Name
Scott Schoeffel
Title
President
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $4232”

Other Expenses.1012

“Insurance $2752”

Other Expenses.1

“Contract Labor $30715”

Other Expenses.2

“Facilities and equipment $7163”

Other Expenses.3

“CONDUCTOR FEES $6330”

Other Expenses.4

“Merchant Fees $2357”

Other Expenses.5

“Food and Beverage $1850”

Other Expenses.6

“Supplies $1616”

Other Expenses.7

“Permit and License $1165”

Other Expenses.9

“Dues and subscriptions $240”

Other Expenses.10

“Taxes $30”

Raw XML Appendix153 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/USAddress/CityNm0DANA POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021407
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022677
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023336
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01270
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07628
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021407
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022677
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt068416
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021407
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021407
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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/OtherExpensesTotalAmt058450
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/PrintingPublicationsPostageAmt01068
IRS990EZ/ProgramServiceRevenueAmt045077
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/GrantsAndAllocationsAmt059248
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067146
IRS990EZ/TotalProgramServiceExpensesAmt059248
IRS990EZ/TotalRevenueAmt068416
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://danapointsymphony.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0207114
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt045077
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt041491
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt019316
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt046336
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt023570
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0175790
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54090
IRS990ScheduleA/PublicSupportPY170Pct00.63570
IRS990ScheduleA/PublicSupportTotal170Amt0207114
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056090
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0207114
IRS990ScheduleA/TotalSupportAmt0382908
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $4232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Contract Labor $30715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FACILITIES AND EQUIPMENT $7163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONDUCTOR FEES $6330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Merchant Fees $2357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Food and Beverage $1850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $1616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Permit and License $1165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Dues and subscriptions $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Taxes $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SCHOEFFEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANA POINT SYMPHONY
ReturnHeader/Filer/BusinessNameControlTxt0DANA
ReturnHeader/Filer/EIN0463064081
ReturnHeader/Filer/PhoneNum09495426882
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3443
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/PreparerPersonNm0THOMAS M ALVAREZ CPA
ReturnHeader/ReturnTs02019-11-14T15:23:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,677
Liabilities
-
Net assets
$22,677
Revenue
$68,416
Expenses
$67,146
Net income
$1,270
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
2019Detailed filing. Detailed filing data is available for this year.$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