Civic Intelligence

New Performance Traditions

990 • Fiscal year 2017 • EIN 52-1055738

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

55 Taylor StSan Francisco, CA 94102

(415) 558-9540

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

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

Top Officer Pay

97th percentile

$79,134

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

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

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

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

Assets

Up

$145,214

Up $34,689 (+31%) from 2016

Net Assets

Up

$138,554

Up $36,564 (+36%) from 2016

Liabilities

Down

$6,660

Down $1,875 (-22%) from 2016

Revenue

Up

$492,320

Up $161,065 (+49%) from 2016

Expenses

Up

$455,756

Up $174,928 (+62%) from 2016

Net Income

Down

$36,564

Down $13,863 (-27%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $165,757Liabilities 2011: $8,039Net Assets 2011: $157,7182011Assets 2012: $110,867Liabilities 2012: $20,145Net Assets 2012: $90,7222012Assets 2013: $149,589Liabilities 2013: $27,166Net Assets 2013: $122,4232013Assets 2014: $133,380Liabilities 2014: $3,552Net Assets 2014: $129,8282014Assets 2015: $89,155Liabilities 2015: $37,592Net Assets 2015: $51,5632015Assets 2016: $110,525Liabilities 2016: $8,535Net Assets 2016: $101,9902016Assets 2017: $145,214Liabilities 2017: $6,660Net Assets 2017: $138,5542017Assets 2018: $257,161Liabilities 2018: $32,555Net Assets 2018: $224,6062018Assets 2019: $286,812Liabilities 2019: $106,457Net Assets 2019: $180,3552019Assets 2020: $264,685Liabilities 2020: $66,788Net Assets 2020: $197,8972020Assets 2021: $382,680Liabilities 2021: $59,152Net Assets 2021: $323,5282021Assets 2022: $1,294,873Liabilities 2022: $41,540Net Assets 2022: $1,253,3332022Assets 2023: $1,352,025Liabilities 2023: $20,898Net Assets 2023: $1,331,1272023Assets 2024: $1,285,230Liabilities 2024: $20,215Net Assets 2024: $1,265,0152024

Highlighted filing

2017

Assets$145,214
Liabilities$6,660
Net Assets$138,554

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $309,982Expenses 2011: $320,524Net Income 2011: -$10,5422011Revenue 2012: $304,293Expenses 2012: $408,688Net Income 2012: -$104,3952012Revenue 2013: $416,023Expenses 2013: $384,322Net Income 2013: $31,7012013Revenue 2014: $357,725Expenses 2014: $350,320Net Income 2014: $7,4052014Revenue 2015: $447,135Expenses 2015: $526,150Net Income 2015: -$79,0152015Revenue 2016: $331,255Expenses 2016: $280,828Net Income 2016: $50,4272016Revenue 2017: $492,320Expenses 2017: $455,756Net Income 2017: $36,5642017Revenue 2018: $450,616Expenses 2018: $364,564Net Income 2018: $86,0522018Revenue 2019: $366,375Expenses 2019: $415,617Net Income 2019: -$49,2422019Revenue 2020: $515,077Expenses 2020: $484,904Net Income 2020: $30,1732020Revenue 2021: $580,823Expenses 2021: $455,194Net Income 2021: $125,6292021Revenue 2022: $1,539,990Expenses 2022: $613,296Net Income 2022: $926,6942022Revenue 2023: $909,840Expenses 2023: $832,043Net Income 2023: $77,7972023Revenue 2024: $920,300Expenses 2024: $986,415Net Income 2024: -$66,1152024

Highlighted filing

2017

Revenue$492,320
Expenses$455,756
Net Income$36,564
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$492,320
Mission and Program Overview

Mission

Presentation, production, and development of new contemporary music and opera/music theater.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$35,996$98,074▲ $62,078
Land, Buildings, and Equipment, Net$18,059$15,496▼ $2,563
Savings and Temporary Cash Investments$5,032$11,476▲ $6,444
Accounts Receivable$31,738$8,816▼ $22,922
Prepaid Expenses and Deferred Charges$13,787$6,676▼ $7,111
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$110,525$145,214▲ $34,689
Other Assets Total$5,913$4,676▼ $1,237
Liabilities
Accounts Payable and Accrued Expenses$8,535$6,660▼ $1,875
Total Liabilities$8,535$6,660▼ $1,875
Net Assets / Fund Balance
Unrestricted Net Assets$64,945$112,254▲ $47,309
Temporarily Rstr Net Assets$37,045$26,300▼ $10,745
Total Net Assets Fund Balance$101,990$138,554▲ $36,564
Total Liabilities and Net Assets / Fund Balance$110,525$145,214▲ $34,689

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,850$105,746$112,596
Leasehold Improvements$8,646$1,059$9,705
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paul DresherArtistic DirectorsFT$79,134$79,134
Michele FromsonExecutive DirectorPT$35,996$35,996

Board Members and Trustees

NameTitle
Paul DresherPresident
Dean SuzukiDirector
Helen MeyerDirector
Keith McmillenDirector
Tim WareDirector
Mary K AustinSecretary
Amy OrtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$235,807
Program Service Revenue
$255,321
Investment Income
$1,192
Other Revenue
$0
All Other Contributions
$179,597
Change in Net Assets
$36,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,769
Salaries, Compensation, and Employee Benefits$157,242
Total Fundraising Expense$47,781
Grants and Similar Amounts Paid$5,745
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$51,672$23,809$23,809$99,290
Fees for Services Other$84,341$41$445$84,827
Occupancy$66,418$2,168$1,634$70,220
All Other Expenses$31,889$3,333$4,274$39,496
Other Salaries and Wages$21,495$4,063$591$26,149
Advertising$16,070$168$950$17,188
Other Employee Benefits$10,355$3,170$3,170$16,695
Payroll Taxes$9,484$3,011$2,613$15,108
Travel$13,033$70$28$13,131
Other Expenses$181$844$9,221$10,246
Grants to Domestic Individuals$5,745--$5,745
Insurance$2,738$1,195$1,046$4,979
Fees for Services Accounting-$4,395-$4,395
Depreciation Depletion$2,563--$2,563
Office Expenses$191--$191
Total Functional Expenses$344,833$63,142$47,781$455,756
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is approved by the board of directors before filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Musical Traditions
EIN
52-1055738
Phone
4155589540
Address
55 TAYLOR ST, SAN FRANCISCO, CA 94102

Signing Officer

Name
Paul Dresher
Title
President
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
14
Volunteers
34

Preparer

Firm
Van Sloten & Laranang CPAS PC
Address
39572 STEVENSON PLACE STE 226, FREMONT, CA 94539
Preparer
Erwin C Laranang CPA
Phone
5107941040
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IRS990/OtherExpensesGrp/Desc0INKIND EXPENSES
IRS990/OtherExpensesGrp/Desc1FREIGHT/TRUCK/PARKING
IRS990/OtherExpensesGrp/Desc2THEATER RENT/BOX OFFICE EXPENS
IRS990/OtherExpensesGrp/Desc3MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt09221
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016875
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1844
IRS990/OtherExpensesGrp/ProgramServicesAmt016274
IRS990/OtherExpensesGrp/ProgramServicesAmt112384
IRS990/OtherExpensesGrp/ProgramServicesAmt2181
IRS990/OtherExpensesGrp/TotalAmt016875
IRS990/OtherExpensesGrp/TotalAmt116274
IRS990/OtherExpensesGrp/TotalAmt212384
IRS990/OtherExpensesGrp/TotalAmt310246
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0591
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04063
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021495
IRS990/OtherSalariesAndWagesGrp/TotalAmt026149
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02613
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03011
IRS990/PayrollTaxesGrp/ProgramServicesAmt09484
IRS990/PayrollTaxesGrp/TotalAmt015108
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013787
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06676
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BOX OFFICE
IRS990/ProgramServiceRevenueGrp/Desc1COMMISSIONING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FACILITY AND EQUIPMENT RE
IRS990/ProgramServiceRevenueGrp/Desc3MERCHANDISE SALES
IRS990/ProgramServiceRevenueGrp/Desc4PERFORMANCE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05757
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt181524
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt257952
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31199
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4108830
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05757
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt181524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt257952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4108830
IRS990/ProgSrvcAccomActy2Grp/Desc0Fiscal sponsorship and production support for local performing artists and arts groups
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt084334
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt058097
IRS990/ProgSrvcAccomActy3Grp/Desc0Composition, Commissioning and Performance of contemporary classical music.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt055358
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt025387
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0199945
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03084
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0143179
IRS990/PYProgramServiceRevenueAmt0128226
IRS990/PYRevenuesLessExpensesAmt050427
IRS990/PYSalariesCompEmpBnftPaidAmt0137649
IRS990/PYTotalExpensesAmt0280828
IRS990/PYTotalRevenueAmt0331255
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt036564
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0172425
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05032
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011476
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt047885
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt025300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0103280
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt06986
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt06700
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0190151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0235807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0199945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0328263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0233333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0240549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01237897
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt030482
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt059269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0255321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0128226
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0110491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0108262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0144992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0747292
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030482
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt059269
IRS990ScheduleA/InvestmentIncomeCYPct00.02900
IRS990ScheduleA/InvestmentIncomePYPct00.02330
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74450
IRS990ScheduleA/PublicSupportPY509Pct00.82400
IRS990ScheduleA/PublicSupportTotal509Amt01522153
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0202754
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt066846
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0130280
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt031829
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt031327
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0463036
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0154869
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt041546
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt027000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.02$1.27$0.92$0.99$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.02$1.33$0.91$0.83$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.04$1.25$1.54$0.61$0.93
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.06$0.32$0.58$0.46$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.07$0.20$0.52$0.48$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.11$0.18$0.37$0.42$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.03$0.22$0.45$0.36$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.01$0.14$0.49$0.46$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.01$0.10$0.33$0.28$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.04$0.05$0.45$0.53$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.36$0.35$0.01
2013Summary only. Only limited summary data is available for this year.$0.15$0.03$0.12$0.42$0.38$0.03
2012Summary only. Only limited summary data is available for this year.$0.11$0.02$0.09$0.30$0.41$0.10
2011Summary only. Only limited summary data is available for this year.$0.17$0.01$0.16$0.31$0.32$0.01