Civic Intelligence

California Symphony Endowment Fund

990 • Fiscal year 2013 • EIN 68-0387268

Aug 01, 2012 to Jul 31, 2013 • Filed on Feb 14, 2014

Organization Profilewww.californiasymphony.org
1475 North Broadway94596
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$850,594

Up $25,273 (+3.1%) from 2012

Net Assets

Up

$850,594

Up $25,273 (+3.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,903

Up $367 (+6.6%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $777,113Liabilities 2011: $0Net Assets 2011: $777,1132011Assets 2012: $825,321Liabilities 2012: $0Net Assets 2012: $825,3212012Assets 2013: $850,594Liabilities 2013: $0Net Assets 2013: $850,5942013Assets 2014: $888,488Liabilities 2014: $0Net Assets 2014: $888,4882014Assets 2015: $704,728Liabilities 2015: $0Net Assets 2015: $704,7282015Assets 2016: $702,792Liabilities 2016: $0Net Assets 2016: $702,7922016Assets 2017: $719,076Liabilities 2017: $0Net Assets 2017: $719,0762017Assets 2018: $730,940Liabilities 2018: $0Net Assets 2018: $730,9402018Assets 2019: $1,785,826Liabilities 2019: $0Net Assets 2019: $1,785,8262019Assets 2020: $1,548,233Liabilities 2020: $0Net Assets 2020: $1,548,2332020Assets 2021: $1,725,254Liabilities 2021: $0Net Assets 2021: $1,725,2542021Assets 2022: $1,527,207Liabilities 2022: $0Net Assets 2022: $1,527,2072022Assets 2023: $1,604,219Liabilities 2023: $0Net Assets 2023: $1,604,2192023Assets 2024: $1,771,197Liabilities 2024: $0Net Assets 2024: $1,771,1972024

Highlighted filing

2013

Assets$850,594
Liabilities$0
Net Assets$850,594
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $26,921Expenses 2011: $5,130Net Income 2011: $21,7912011Revenue 2012: $29,980Expenses 2012: $5,536Net Income 2012: $24,4442012Expenses 2013: $5,9032013Revenue 2014: $6,447Expenses 2014: $4,942Net Income 2014: $1,5052014Revenue 2015: $27,012Expenses 2015: $89,584Net Income 2015: -$62,5722015Revenue 2016: $18,780Expenses 2016: $36,131Net Income 2016: -$17,3512016Revenue 2017: $53,837Expenses 2017: $35,996Net Income 2017: $17,8412017Revenue 2018: $27,659Expenses 2018: $36,674Net Income 2018: -$9,0152018Revenue 2019: $1,048,682Expenses 2019: $63,630Net Income 2019: $985,0522019Revenue 2020: $139,354Expenses 2020: $313,870Net Income 2020: -$174,5162020Revenue 2021: $118,232Expenses 2021: $83,598Net Income 2021: $34,6342021Revenue 2022: $192,495Expenses 2022: $83,646Net Income 2022: $108,8492022Revenue 2023: $41,274Expenses 2023: $79,987Net Income 2023: -$38,7132023Revenue 2024: $57,424Expenses 2024: $85,519Net Income 2024: -$28,0952024

Highlighted filing

2013

Revenue-
Expenses$5,903
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Feb 14, 2014
Return Version
2012v2.0
Gross Receipts
$14,197
Mission and Program Overview

Mission

THE CALIFORNIA SYMPHONY ENDOWMENT FUND WAS CREATED TO ATTRACT PERMANENTLY and temporarily RESTRICTED ENDOWMENT FUNDS IN SUPPORT OF THE CALIFORNIA SYMPHONY ORCHESTRA, INC., A 501(C)(3) NONPROFIT CALIFORNIA CORPORATION.

Filing and Contact Details

Filer

EIN
68-0387268
Raw XML AppendixShowing 400 of 410 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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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0Income TaxesFinancial statement presentation follows the recommendations of ASC 740, Income Taxes. Under ASC 740, the Foundation is required to report information regarding its exposure to various tax positions taken by the Foundation and requires a two-step process that separates recognition from measurement. The first step is determining whether a tax position has met the recognition threshold; the second step is measuring a tax position that meets the recognition threshold. Management believes that the Foundation has adequately evaluated its current tax positions and has concluded that as of July 31, 2013 the Foundation does not have any uncertain tax positions for which a reserve or an accrual for a tax liability would be necessary.The Foundation has received notification from the Internal Revenue Service and the State of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code. The exemptions are subject to periodic review by the federal and state taxing authorities and management is confident that the Foundation continues to satisfy all federal and state statutes in order to qualify for continued tax exemption status. Although the Foundation does not currently receive unrelated business income, such future receipts could require the Foundation to file separate tax returns under federal and state statutes. If such conditions exist, the Foundation will calculate and remit the applicable taxes.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1The endowment funds, classified as permanently restricted net assets, represent donor contributions that are subject to restrictions of gift instruments requiring that the principal be invested in perpetuity. By law, the Foundation is permitted to transfer all interest and realized/unrealized gains to unrestricted net assets.
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IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0Part X : FIN48 Footnote
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1Part V, Line 4: Intended uses of the endowment fund.
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IRS990ScheduleO/GeneralExplanation/Explanation0ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE IT IS AVAILABLE FOR VIEWING AS AN ELECTRONIC COPY) AND ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE IN WALNUT CREEK, CALIFORNIA (FOR A PHYSICAL INSPECTION).
IRS990ScheduleO/GeneralExplanation/Explanation1The Endowment Fund has no employees. All of the organization's activities are governed by uncompensated (volunteer) board members.
IRS990ScheduleO/GeneralExplanation/Explanation2MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST ATLEAST ANNUALLY. ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES.
IRS990ScheduleO/GeneralExplanation/Explanation3FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BYTHE ORGANIZATION'S MANAGEMENT AND A MEMBER OF THE BOARD OF DIRECTORS. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT AUTHORIZES THE FINAL FORM 990 WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/GeneralExplanation/Explanation4Client Note 1 - Investments-----------Investments consist of the following at July 31, 2013 and 2012: 2013 2012 --------------------- -------------------- Fair Fair Cost Value Cost Value --------- ------- -------- -------Money market funds $ 242,606 242,606 143,363 143,363Stocks and securities 200,477 286,921 226,358 298,846Bonds and securities 121,552 114,635 175,357 177,176Limited partnership unit 12,752 16,502 12,752 16,006Reflected on 94-3024038 - - - - --------- ------- -------- -------Totals $ 557,830 635,391 557,830 635,391 --------- ------- -------- -------During the years ended July 31, 2013 and 2012, earnings on investments were reinvested. Interest and dividends are included in investment income on the combined statement of activities and changes in net assets. Unrealized gains amounted to $16,979 and $23,764 for the years ended July 31, 2013 and 2012, respectively.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 15a
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 11b: Form 990 Review Process
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IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/TemporarilyRestrictedNetAssets/BOY0725321
IRS990/TemporarilyRestrictedNetAssets/EOY0750594
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0true
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine101475 North Broadway Suite 420
IRS990/TheBooksAreInCareOf/AddressUS/City0Walnut Creek
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode094596
IRS990/TheBooksAreInCareOf/NamePerson0Toni Hessler
IRS990/TheBooksAreInCareOf/TelephoneNumber09252802490
IRS990/TotalAssets/BOY0825321
IRS990/TotalAssetsBOY0825321
IRS990/TotalAssets/EOY0850594
IRS990/TotalAssetsEOY0850594
IRS990/TotalCompGT150K0false
IRS990/TotalContributions00
IRS990/TotalExpensesCurrentYear05903
IRS990/TotalExpensesPriorYear05536
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices05903
IRS990/TotalFunctionalExpenses/Total05903
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0825321
IRS990/TotalLiabNetAssetsFundBalances/EOY0850594
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers04
IRS990/TotalNetAssetsFundBalances/BOY0825321
IRS990/TotalNetAssetsFundBalances/EOY0850594
IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense05903
IRS990/TotalProgramServiceRevenue00
IRS990/TotalRevenueCurrentYear014197
IRS990/TotalRevenue/ExclusionAmount014197
IRS990/TotalRevenuePriorYear029980
IRS990/TotalRevenue/TotalRevenueColumn014197
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0www.californiasymphony.org
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation01996
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0680387268
ReturnHeader/Filer/Name/BusinessNameLine10CALIFORNIA SYMPHONY ENDOWMENT FUND
ReturnHeader/Filer/NameControl0CALI
ReturnHeader/Filer/Phone09252802490
ReturnHeader/Filer/USAddress/AddressLine101475 North Broadway
ReturnHeader/Filer/USAddress/City0Walnut Creek
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094596
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-02-14
ReturnHeader/Officer/Name0Jess Guijarro
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Regalia & Associates CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10103 Town Country Dr Ste K

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$850,594
Liabilities
$0
Net assets
$850,594
Revenue
-
Expenses
$5,903
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.06$0.09$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.04$0.08$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.19$0.08$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.12$0.08$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.14$0.31$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$1.05$0.06$0.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.03$0.04$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.05$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.02$0.04$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.03$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.01
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.03$0.01$0.02
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.03$0.01$0.02