Civic Intelligence

Orchestra in the Schools Inc

EIN 46-4271913 • 501(c)6 • Monterey, CA

Profile

Teach music ensemble playing to children

P O Box 1669Monterey, CA 93942

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

4.2%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$32,500

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

13th percentile

-74%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$0

Down $57,071 (-100%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $57,071 (-100%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin55th percentile

Revenue

Down

$2,553

Down $158,833 (-98%) from 2023

Expenses

Down

$3,282

Down $151,306 (-98%) from 2023

Net Income

Down

-$729

Down $7,527 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$300K$200K$100K$0Assets 2014: $3,810Liabilities 2014: $02014Assets 2015: $51,661Liabilities 2015: $15,839Net Assets 2015: $35,8222015Assets 2016: $60,206Liabilities 2016: $15,839Net Assets 2016: $44,3672016Assets 2017: $103,732Net Assets 2017: $103,7322017Assets 2018: $157,568Net Assets 2018: $157,5682018Assets 2019: $174,743Liabilities 2019: $607Net Assets 2019: $174,1362019Assets 2020: $244,849Liabilities 2020: $71,537Net Assets 2020: $173,3122020Assets 2021: $260,900Liabilities 2021: $71,247Net Assets 2021: $189,6532021Assets 2022: $223,530Liabilities 2022: $55,401Net Assets 2022: $168,1292022Assets 2023: $57,071Net Assets 2023: $57,0712023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $5,000Expenses 2014: $1,190Net Income 2014: $3,8102014Revenue 2015: $140,826Expenses 2015: $148,814Net Income 2015: -$7,9882015Revenue 2016: $147,113Expenses 2016: $138,568Net Income 2016: $8,5452016Revenue 2017: $181,066Expenses 2017: $121,701Net Income 2017: $59,3652017Revenue 2018: $174,670Expenses 2018: $114,364Net Income 2018: $60,3062018Revenue 2019: $133,989Expenses 2019: $117,421Net Income 2019: $16,5682019Revenue 2020: $127,611Expenses 2020: $128,435Net Income 2020: -$8242020Revenue 2021: $108,367Expenses 2021: $103,960Net Income 2021: $4,4072021Revenue 2022: $103,251Expenses 2022: $115,485Net Income 2022: -$12,2342022Revenue 2023: $161,386Expenses 2023: $154,588Net Income 2023: $6,7982023Revenue 2024: $2,553Expenses 2024: $3,282Net Income 2024: -$7292024

Highlighted filing

2024

Revenue$2,553
Expenses$3,282
Net Income-$729
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$2,553
Expenses
$3,282
Net income
-$729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.03$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.61$1.55$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.55$1.68$1.03$1.15$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.71$1.90$1.08$1.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.72$1.73$1.28$1.28$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.74$1.34$1.17$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.58$1.58$1.75$1.14$0.60
2017Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.81$1.22$0.59
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.16$0.44$1.47$1.39$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.16$0.36$1.41$1.49$0.08
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.05$0.01$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Aug 19, 2024
Return Version
2023v5.1
Gross Receipts
$2,553
Mission and Program Overview

Mission

Teach music ensemble playing to children

Program Services

DescriptionGrantsExpenses
Teach music ensemble playing to children--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle BullPresident-$0--
Yumi DavisDirector-$0--
Ruth JordanSecretary-$0--
Emma PaolettiDev Director-$0--
Robert A ReidTreasurer-$0--
James PaolettiCEO/Art Director-$0--
Filing and Contact Details

Filer

Filer Name
Orchestra in the Schools Inc
EIN
46-4271913
Phone
8312345662
Address
P O Box 1669, Monterey, CA 93942

Signing Officer

Name
Robert A Reid
Title
Treasurer
Signed
2024-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Compass Financial Services Inc
Address
2511 Garden Road Suite B150, Monterey, CA 93940
Preparer
Debra Hill EA
Phone
8313244114
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Insurance Refund $2050”

Other Expenses.1

“Dues/Subscriptions $520”

Other Expenses.2

“Meals $463”

Other Expenses.3

“Repairs $260”

Other Expenses.5

“Permits $75”

Other Expenses.6

“IT Services/Software $36”

Other Assets.1005

“Accounts Receivable - Beginning $46162 Accounts Receivable - Ending $0”

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08313934343
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 1669
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093942
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010909
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-729
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01751
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057071
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02553
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0478
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057071
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057071
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michelle Bull
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Yumi Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ruth Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Emma Paoletti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Robert A Reid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James Paoletti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Dev Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CEO/Art Dir
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt046162
IRS990EZ/OtherChangesInNetAssetsAmt0-56342
IRS990EZ/OtherExpensesTotalAmt01354
IRS990EZ/OtherRevenueTotalAmt02050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teach music ensemble playing to children
IRS990EZ/PrintingPublicationsPostageAmt0177
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teach music ensemble playing to children
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03282
IRS990EZ/TotalRevenueAmt02553
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Community Foundation Account
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-03-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12024-03-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt010622
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt146162
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501 (c) 3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501 (c) 3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0546 Hartnell St
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1546 Hartnell St
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Monterey
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1Monterey
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd093940
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd193940
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance Refund $2050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues/Subscriptions $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals $463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Repairs $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Permits $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IT Services/Software $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $46162 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert A Reid
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Orchestra in the Schools Inc
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0464271913
ReturnHeader/Filer/PhoneNum08312345662
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 1669
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093942
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474122906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Compass Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 Garden Road Suite B150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313244114
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra Hill EA
ReturnHeader/ReturnTs02024-08-19T14:09:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

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