Civic Intelligence

Dana Point Symphony

990EZ • Fiscal year 2020 • EIN 46-3064081

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

25%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-34%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,424

Up $5,747 (+25%) from 2019

Net Assets

Up

$28,424

Up $5,747 (+25%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$45,315

Down $23,101 (-34%) from 2019

Expenses

Down

$39,568

Down $27,578 (-41%) from 2019

Net Income

Up

$5,747

Up $4,477 (+353%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2020

Assets$28,424
Liabilities-
Net Assets$28,424
Open 2020 Filing

Operations Trend

Revenue Growth33rd 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

2020

Revenue$45,315
Expenses$39,568
Net Income$5,747
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$45,315
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.$31,338-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SCHOEFFELPresidentPT$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
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Alvarez & Company LLP
Address
301 Forest Ave, Laguna Beach, CA 92651
Preparer
Gail Schickling CPA
Phone
9494973371
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1383”

Other Expenses.1005

“Travel $357”

Other Expenses.1012

“Insurance $2802”

Other Expenses.1

“Contract Labor $22102”

Other Expenses.3

“Merchant Fees $1471”

Other Expenses.4

“LOSS DUE TO FRAUD $1374”

Other Expenses.5

“Food and Beverage $876”

Other Expenses.6

“Permit and License $615”

Other Expenses.7

“Dues and subscriptions $559”

Other Expenses.8

“BANK FEES $174”

Other Expenses.10

“TAXES $10”

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/BOYAmt022677
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028424
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015648
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05747
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06113
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022677
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028424
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt045315
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022677
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028424
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022677
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028424
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT SCHOEFFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031723
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/PrintingPublicationsPostageAmt01732
IRS990EZ/ProgramServiceRevenueAmt029660
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/GrantsAndAllocationsAmt031338
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039568
IRS990EZ/TotalProgramServiceExpensesAmt031338
IRS990EZ/TotalRevenueAmt045315
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://danapointsymphony.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0166672
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt029660
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt045077
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt041491
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt019316
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt046336
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0181880
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47820
IRS990ScheduleA/PublicSupportPY170Pct00.54090
IRS990ScheduleA/PublicSupportTotal170Amt0166672
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059625
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0166672
IRS990ScheduleA/TotalSupportAmt0348563
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 $1383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contract Labor $22102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Merchant Fees $1471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LOSS DUE TO FRAUD $1374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Food and Beverage $876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Permit and License $615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues and subscriptions $559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK FEES $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SCHOEFFEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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/BusinessNameLine1Txt0Alvarez & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Forest Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092651
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAIL SCHICKLING CPA
ReturnHeader/ReturnTs02020-11-10T15:23:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,424
Liabilities
-
Net assets
$28,424
Revenue
$45,315
Expenses
$39,568
Net income
$5,747
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