Civic Intelligence

California Symphony Endowment Fund

990 • Fiscal year 2024 • EIN 68-0387268

Aug 01, 2023 to Jul 31, 2024 • Filed on Jun 11, 2025

Organization Profilewww.californiasymphony.org
100 Pringle Avenue 540Walnut Creek, CA 94596

(925) 280-2490

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-49%

Higher net margin than 6% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,771,197

Up $166,978 (+10%) from 2023

Net Assets

Up

$1,771,197

Up $166,978 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin6th percentile

Revenue

Up

$57,424

Up $16,150 (+39%) from 2023

Expenses

Up

$85,519

Up $5,532 (+6.9%) from 2023

Net Income

Up

-$28,095

Up $10,618 (+27%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2024

Assets$1,771,197
Liabilities$0
Net Assets$1,771,197
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

2024

Revenue$57,424
Expenses$85,519
Net Income-$28,095
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Gross Receipts
$57,424
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.

THE CALIFORNIA SYMPHONY ENDOWMENT FUND WAS CREATED TO ATTRACT ENDOWMENT FUNDS RESTRICTED BOTH IN PERPETUITY and by Time/purpose IN SUPPORT OF THE CALIFORNIA SYMPHONY ORCHESTRA, INC., A 501(C)(3) NONPROFIT CALIFORNIA CORPORATION.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,604,219$1,771,197▲ $166,978
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,604,219$1,771,197▲ $166,978
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,100,000$1,100,000→ $0
Net Assets Without Donor Restrictions$504,219$671,197▲ $166,978
Total Net Assets Fund Balance$1,604,219$1,771,197▲ $166,978
Total Liabilities and Net Assets / Fund Balance$1,604,219$1,771,197▲ $166,978

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,604,219$1,023▲ $237,955-$1,771,197
2022$1,527,207-▲ $144,470-$1,604,219
2021$1,725,254-▼ $128,047-$1,527,207
2020$1,548,233$2,000▲ $245,021-$1,725,254
2019$1,785,826-▲ $76,277-$1,548,233
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Frederic HappyPresident
Claire Kinney BergDirector
Dick HildebrandDirector
Lisa DellExec Director
Barbara HodgkinsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,023
Program Service Revenue
$0
Investment Income
$56,401
Other Revenue
$0
All Other Contributions
$1,023
Change in Net Assets
$-28,095

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,424
Revenue Not Reported on Form 990
$1,413,266
Total Revenue per Audited Statements
$1,470,690
Total Revenue per Form 990
$57,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,000
Other Expenses$13,519
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,000--$72,000
Fees for Service Investment Mgmnt Fees-$13,519-$13,519
Total Functional Expenses$72,000$13,519$0$85,519

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,028,094
Expenses Not Reported on Form 990$1,942,575
Expenses per Audited Statements$85,519
Total Expenses per Form 990$85,519
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Symphony OrchestraWalnut Creek, CA501(c)(3)Support for Symphony$70,000
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 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. 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.”

Form 990, Part VI, Section B, Line 12C

“Members of the board of directors review all potential conflicts of interest periodically. All board members are required to disclose potential conflicts and any related party affiliations. 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.”

Form 990, Part VI, Section B, Line 15A

“The Endowment Fund has no employees. All of the organization's activities are governed by uncompensated (volunteer) board members.”

Form 990, Part VI, Section B, Line 15B

“The Endowment Fund has no employees. All of the organization's activities are governed by uncompensated (volunteer) board members.”

Form 990, Part VI, Section C, Line 19

“All 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 they are available for viewing as electronic copies) and are also available by request from the organization's office in walnut creek, california.”

Filing and Contact Details

Filer

Filer Name
California Symphony Endowment Fund
EIN
68-0387268
Phone
9252802490
Address
100 Pringle Avenue 540, Walnut Creek, CA 94596

Signing Officer

Name
Barbara Hodgkinson
Title
President
Signed
2025-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Hodgkinson
Formed
1996
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Regalia Berger & Berger Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas Regalia
Phone
9253140390
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds, classified as net assets with donor restrictions - in perpetuity, 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 net assets without donor restrictions.”

Part X : FIN48 Footnote

“Income 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, 2024 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.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Revenue reflected on Orchestra 990 $1218193”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Expenses reflected on Orchestra 990 $1942575”

Raw XML AppendixShowing 400 of 449 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE CALIFORNIA SYMPHONY ENDOWMENT FUND WAS CREATED TO ATTRACT ENDOWMENT FUNDS RESTRICTED BOTH IN PERPETUITY and by Time/purpose IN SUPPORT OF THE CALIFORNIA SYMPHONY ORCHESTRA, INC., A 501(C)(3) NONPROFIT CALIFORNIA CORPORATION.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt01023
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Lisa Dell
IRS990/BooksInCareOfDetail/PhoneNum09252802490
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 Pringle Avenue 540
IRS990/BooksInCareOfDetail/USAddress/CityNm0Walnut Creek
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094596
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01023
IRS990/CYGrantsAndSimilarPaidAmt072000
IRS990/CYInvestmentIncomeAmt056401
IRS990/CYOtherExpensesAmt013519
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-28095
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt085519
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt057424
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0NOTE----FUNDS IN THE ENDOWMENT REPRESENT NET ASSETS WITH DONOR RESTRICTIONS - IN PERPETUITY AND NET ASSETS WITH DONOR RESTRICTIONS - TIME AND PURPOSE. THE EARNINGS FROM INVESTMENTS, UNDER CALIFORNIA LAW, ARE UTILIZED TO HELP AUGMENT THE OPERATING ACTIVITIES OF THE CALIFORNIA SYMPHONY ORCHESTRA.DURING THE YEAR ENDED JULY 31, 2024, THE CALIFORNIA SYMPHONY ENDOWMENT FUND REMITTED funds THE AMOUNT OF $70,000 TO THE CALIFORNIA SYMPHONY ORCHESTRA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01100000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01100000
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt072000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013519
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013519
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Frederic Happy
IRS990/Form990PartVIISectionAGrp/PersonNm1Barbara Hodgkinson
IRS990/Form990PartVIISectionAGrp/PersonNm2Dick Hildebrand
IRS990/Form990PartVIISectionAGrp/PersonNm3Claire Kinney Berg
IRS990/Form990PartVIISectionAGrp/PersonNm4Lisa Dell
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXEC DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt072000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt072000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt057424
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt056401
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056401
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01604219
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01771197
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE CALIFORNIA SYMPHONY ENDOWMENT FUND WAS CREATED TO ATTRACT ENDOWMENT FUNDS RESTRICTED BOTH IN PERPETUITY and by Time/purpose IN SUPPORT OF THE CALIFORNIA SYMPHONY ORCHESTRA, INC., A 501(C)(3) NONPROFIT CALIFORNIA CORPORATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01604219
IRS990/NetAssetsOrFundBalancesEOYAmt01771197
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0195073
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0504219
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0671197
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Barbara Hodgkinson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt067458
IRS990/PYInvestmentIncomeAmt041274
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt012529
IRS990/PYRevenuesLessExpensesAmt0-38713
IRS990/PYTotalExpensesAmt079987
IRS990/PYTotalRevenueAmt041274
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-28095
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDS IN THE ENDOWMENT REPRESENT PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS. THE EARNINGS FROM INVESTMENTS, UNDER CALIFORNIA LAW, ARE UTILIZED TO HELP AUGMENT THE OPERATING ACTIVITIES OF THE CALIFORNIA SYMPHONY ORCHESTRA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part I, Line 12f: Supported Org Not Named in Organizing Documents
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0943024038
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt072000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CALIFORNIA SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt072000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.37895
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt072000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01604219
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01023
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01771197
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0237955
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt067458
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01527207
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01604219
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0144470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt070000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01725254
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01527207
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-128047
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt070000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01548233
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01725254
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0245021
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0313870
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01785826
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01548233
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt076277
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt01942575
IRS990ScheduleD/ExpensesSubtotalAmt085519
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0195073
IRS990ScheduleD/OtherExpensesIncludedAmt01942575
IRS990ScheduleD/OtherRevenueAmt01218193
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.62105
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt01413266
IRS990ScheduleD/RevenueSubtotalAmt057424
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment funds, classified as net assets with donor restrictions - in perpetuity, 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 net assets without donor restrictions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Income 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, 2024 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/SupplementalInformationDetail/ExplanationTxt2Revenue reflected on Orchestra 990 $1218193
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Expenses reflected on Orchestra 990 $1942575
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueSecuritiesAmt01771197
IRS990ScheduleD/TotalExpensesPerForm990Amt085519
IRS990ScheduleD/TotalRevenuePerForm990Amt057424
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01470690
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02028094
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt070000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support for Symphony
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0943024038
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01475 North Broadway 420
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Walnut Creek
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094596
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Cost Basis
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 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. 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/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST PERIODICALLY. ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. 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/SupplementalInformationDetail/ExplanationTxt2The Endowment Fund has no employees. All of the organization's activities are governed by uncompensated (volunteer) board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Endowment Fund has no employees. All of the organization's activities are governed by uncompensated (volunteer) board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL 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 THEY ARE AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE BY REQUEST FROM THE ORGANIZATION'S OFFICE IN WALNUT CREEK, CALIFORNIA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CALIFORNIA SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CALIFORNIA SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943024038
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Symphonic Orchestra
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(vi)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 Pringle Avenue 540
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Walnut Creek
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094596
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt072000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Actual Amount
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CALIFORNIA SYMPHONY ORCHESTRA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01604219
IRS990/TotalAssetsEOYAmt01771197
IRS990/TotalAssetsGrp/BOYAmt01604219
IRS990/TotalAssetsGrp/EOYAmt01771197
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01023
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013519
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072000
IRS990/TotalFunctionalExpensesGrp/TotalAmt085519
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,771,197
Liabilities
$0
Net assets
$1,771,197
Revenue
$57,424
Expenses
$85,519
Net income
-$28,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $1M-$5M nonprofits