Civic Intelligence

Poway Symphony Orchestra Foundation

990EZ • Fiscal year 2022 • EIN 47-5273514

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 11, 2023

Organization ProfileWWW.POWAYSYMPHONYORCHESTRA.ORG
CO Bo MatthysPoway, CA 92064

(858) 776-3842

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$69,500

No earlier filing loaded for comparison.

Net Assets

$69,500

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin21st percentile

Revenue

$111,819

No earlier filing loaded for comparison.

Expenses

$130,321

No earlier filing loaded for comparison.

Net Income

-$18,502

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2022: $69,500Liabilities 2022: $0Net Assets 2022: $69,5002022Assets 2023: $63,260Liabilities 2023: $26Net Assets 2023: $63,2342023Assets 2024: $82,284Net Assets 2024: $82,2842024

Highlighted filing

2022

Assets$69,500
Liabilities$0
Net Assets$69,500
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $111,819Expenses 2022: $130,321Net Income 2022: -$18,5022022Revenue 2023: $124,609Expenses 2023: $130,875Net Income 2023: -$6,2662023Revenue 2024: $144,998Expenses 2024: $123,879Net Income 2024: $21,1192024

Highlighted filing

2022

Revenue$111,819
Expenses$130,321
Net Income-$18,502
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$111,819
Mission and Program Overview

Mission

Allow participants in adult education music program to work with professional musicians to present live concerts to audiences

The primary purposes of the foundation are to focus attention on the poway symphony orchestra, its programs and facilities and to provide financial support to them; to encourage donations, endowments and, bequests; to provide special educational programs to further classical music in the community; and to conduct fund-raising activities in order to support the objectives of the poway symphony orchestra.

Program Services

DescriptionGrantsExpenses
PRESENTED THREE LIVE CONCERT PERFORMANCES TO APPROXIMATELY 1,300 ATTENDEES$0$116,261
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LOPICCOLODirector-$0--
SONYA GOOGINSDirector-$0--
DAVID BROOKSDorector-$0--
BO MATTHYSPresidentPT$0--
JAMES REIDVice President-$0--
NANCY RIXTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Poway Symphony Orchestra Foundation
EIN
47-5273514
Phone
8587763842
Address
CO BO MATTHYS, POWAY, CA 92064

Signing Officer

Name
Nancy Rix
Title
Treasurer
Phone
8586130180
Signed
2023-10-11

Preparer

Firm
Atlas Cpas & Advisors Pllc
Address
16444 W BERNARDO DRIVE, SAN DIEGO, CA 92127
Preparer
Nancy Rix
Phone
8586130180
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: marketing. Amount: 22,544. Description: poway center ticket charge. Amount: 11,495. Description: other expenses. Amount: 5,334. Total to form 990-ez, line 16: 39,373.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: deposit. Beg. Of year amount: 750. End of year amount: 0.”

Raw XML Appendix183 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DORECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSES OF THE FOUNDATION ARE TO FOCUS ATTENTION ON THE POWAY SYMPHONY ORCHESTRA, ITS PROGRAMS AND FACILITIES AND TO PROVIDE FINANCIAL SUPPORT TO THEM; TO ENCOURAGE DONATIONS, ENDOWMENTS AND, BEQUESTS; TO PROVIDE SPECIAL EDUCATIONAL PROGRAMS TO FURTHER CLASSICAL MUSIC IN THE COMMUNITY; AND TO CONDUCT FUND-RAISING ACTIVITIES IN ORDER TO SUPPORT THE OBJECTIVES OF THE POWAY SYMPHONY ORCHESTRA.
IRS990EZ/ProgramServiceRevenueAmt064069
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018785
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02138
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MARKETING. AMOUNT: 22,544. DESCRIPTION: POWAY CENTER TICKET CHARGE. AMOUNT: 11,495. DESCRIPTION: OTHER EXPENSES. AMOUNT: 5,334. TOTAL TO FORM 990-EZ, LINE 16: 39,373.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTs02023-10-11T16:51:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,500
Liabilities
$0
Net assets
$69,500
Revenue
$111,819
Expenses
$130,321
Net income
-$18,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.45$1.24$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.25$1.31$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.12$1.30$0.19