Civic Intelligence

Orchestra in the Schools Inc

990EZ • Fiscal year 2017 • EIN 46-4271913

Aug 01, 2016 to Jul 31, 2017 • Filed on Feb 26, 2018

Organization ProfileN/A
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

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

72%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$103,732

Up $43,526 (+72%) from 2016

Net Assets

Up

$103,732

Up $59,365 (+134%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$181,066

Up $33,953 (+23%) from 2016

Expenses

Down

$121,701

Down $16,867 (-12%) from 2016

Net Income

Up

$59,365

Up $50,820 (+595%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2017

Assets$103,732
Liabilities-
Net Assets$103,732
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

2017

Revenue$181,066
Expenses$121,701
Net Income$59,365
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Feb 26, 2018
Return Version
2016v3.0
Gross Receipts
$181,066
Mission and Program Overview

Mission

Teach music ensemble playing to children

Program Services

DescriptionGrantsExpenses
Teach music ensemble playing to children$128,453$91,773
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kit Kathleen RuckDirectorPT$0--
Ronald BaxterPresident-$0--
Ruth JordanSecretary-$0--
Louise C BerryDirector-$0--
Roberta MyersDirectorPT$0--
Rina RosenbergDirector-$0--
Emma PaolettiDevlp DirectorPT$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
Ronald Baxter
Title
President
Signed
2018-02-26
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 $3121”

Other Expenses.1002

“Office Expenses $3082”

Other Expenses.1012

“Insurance $5344”

Other Expenses.1

“FUNDRAISING $13874”

Other Expenses.2

“Tuition Refunds $9698”

Other Expenses.3

“Licenses & Permits $6187”

Other Expenses.4

“Concert Expense $3434”

Other Expenses.6

“Rent $650”

Other Expenses.7

“Telephone $551”

Other Expenses.8

“Repairs & Maintenance $375”

Other Expenses.9

“Security $214”

Other Expenses.10

“Instruments $-7324”

Other Assets.1003

“Machinery and Equipment - Beginning $40000 Machinery and Equipment - Ending $50041”

Total Liabilities.1006

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

Total Liabilities.1

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

Raw XML Appendix184 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/PersonNm0Ileen Groves
IRS990EZ/BooksInCareOfDetail/PhoneNum08313934343
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1669
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020206
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053691
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0119816
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt059365
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07357
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060206
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103732
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0181066
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044367
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103732
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044367
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103732
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kit Kathleen Ruck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ronald Baxter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ruth Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Louise C Berry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Roberta Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rina Rosenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Emma Paoletti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Devlp Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt040000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050041
IRS990EZ/OtherExpensesTotalAmt039206
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teach music ensemble playing to children
IRS990EZ/PrintingPublicationsPostageAmt01362
IRS990EZ/ProgramServiceRevenueAmt061250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teach music ensemble playing to children
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0128453
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091773
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt073776
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015839
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0121701
IRS990EZ/TotalProgramServiceExpensesAmt0128453
IRS990EZ/TotalRevenueAmt0181066
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0119817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt089291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0302943
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0302943
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0119817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt089291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0302943
IRS990ScheduleA/TotalSupportAmt0302943
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt010000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Officer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $5344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING $13874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Tuition Refunds $9698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Licenses & Permits $6187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Concert Expense $3434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rent $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Telephone $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Repairs & Maintenance $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Security $214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Instruments $-7324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Machinery and Equipment - Beginning $40000 Machinery and Equipment - Ending $50041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Payable to Officers, Directors, Etc. - Beginning $10000 Payable to Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid tuition for next year - Beginning $5839 Prepaid tuition for next year - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Baxter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-26
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/ReturnTs02018-02-26T14:30:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,732
Liabilities
-
Net assets
$103,732
Revenue
$181,066
Expenses
$121,701
Net income
$59,365
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