Civic Intelligence

Orchestra in the Schools Inc

990EZ • Fiscal year 2015 • EIN 46-4271913

Aug 01, 2014 to Jul 31, 2015 • Filed on Nov 20, 2015

PO Box 1669Monterey, CA 93942

(831) 234-5662

Siviq Scores

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

Liabilities / Assets

85th percentile

0.31x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

29th percentile

-5.7%

Higher net margin than 29% 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

99th percentile

1256%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

100th percentile

2717%

Faster revenue growth than 100% of similar nonprofits.

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

Assets

Up

$51,661

Up $47,851 (+1256%) from 2014

Net Assets

$35,822

No earlier filing loaded for comparison.

Liabilities

Up

$15,839

Up $15,839 from 2014

Revenue

Up

$140,826

Up $135,826 (+2717%) from 2014

Expenses

Up

$148,814

Up $147,624 (+12405%) from 2014

Net Income

Down

-$7,988

Down $11,798 (-310%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$51,661
Liabilities$15,839
Net Assets$35,822

Operations Trend

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

2015

Revenue$140,826
Expenses$148,814
Net Income-$7,988
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Nov 20, 2015
Return Version
2014v5.0
Gross Receipts
$140,826
Mission and Program Overview

Mission

Teach music ensemble playing to children

Program Services

DescriptionGrantsExpenses
Teach music ensemble playing to children$148,814$89,291
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Louise BerryChairperson/DirectorPT$0--
Robert DaviesTreasurerPT$0--
Ruth JordanSecretary/Director-$0--
Jennifer BerryDirector-$0--
Jackie PierceDirectorPT$0--
Carl SchumakerDirector-$0--
Jim PaolettiMusic Dir/CEOPT$0--
Catherine AndersonProgram DirectorPT$0--
Emma PaolettiOrchestra Mgr.PT$0--
Karen KingTeacher Rep.-$0--
Patti RossiDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Robert Davies
Title
Treasurer
Signed
2015-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Ward Accountancy Inc
Address
10 Bonifacio Plaza, Monterey, CA 93940
Preparer
Robert D Ward CPA
Phone
8313731211
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $702

Other Expenses.1002

Office Expenses $7780

Other Expenses.1003

Information Technology $1098

Other Expenses.1012

Insurance $5620

Other Expenses.1

Instruments $5308

Other Expenses.2

Bank Fees $1797

Other Expenses.3

Concert Expense $1500

Other Expenses.4

Tuition Refunds $1427

Other Expenses.5

FUNDRAISING $1267

Other Expenses.6

Security $963

Other Expenses.8

Paypal Fees $555

Other Assets.1003

Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $40000

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $10000

Total Liabilities.1

Prepaid tuition for next year - Beginning $0 Prepaid tuition for next year - Ending $5839

Raw XML Appendix188 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/PersonNm0Robert Davies
IRS990EZ/BooksInCareOfDetail/PhoneNum08312332520
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1669
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0939421669
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03810
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011661
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt089291
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7988
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017099
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03810
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051661
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0140826
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035822
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03810
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035822
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt715.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt815.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt104.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Louise Berry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Davies
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ruth Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Berry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jackie Pierce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carl Schumaker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jim Paoletti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Catherine Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Emma Paoletti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Karen King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Patti Rossi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairperson/Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Music Dir/CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Program Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Orchestra Mgr.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Teacher Rep.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt040000
IRS990EZ/OtherChangesInNetAssetsAmt040000
IRS990EZ/OtherExpensesTotalAmt028017
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teach music ensemble playing to children
IRS990EZ/PrintingPublicationsPostageAmt0594
IRS990EZ/ProgramServiceRevenueAmt051535
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teach music ensemble playing to children
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0148814
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089291
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0103104
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015839
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0148814
IRS990EZ/TotalProgramServiceExpensesAmt0148814
IRS990EZ/TotalRevenueAmt0140826
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt089291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt094291
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt094291
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt089291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt094291
IRS990ScheduleA/TotalSupportAmt094291
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $7780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $5620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Instruments $5308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $1797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Concert Expense $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Tuition Refunds $1427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FUNDRAISING $1267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Security $963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Paypal Fees $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $40000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Prepaid tuition for next year - Beginning $0 Prepaid tuition for next year - Ending $5839
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Davies
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Orchestra in the Schools Inc
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0464271913
ReturnHeader/Filer/PhoneNum08312345662
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1669
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ward Accountancy Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Bonifacio Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313731211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Ward CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-20T13:04:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings