Civic Intelligence

The Bakersfield Symphony Orchestra Endowment Foundation

EIN 77-0329309 • 501(c)3 • Bakersfield, CA

Profile

To promote musical awareness through the bakersfield symphony orchestra

136 Allen Rd Ste 100-1088Bakersfield, CA 93314

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

99%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$3,101,097

Up $375,580 (+14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,101,097

Up $375,580 (+14%) from 2024

Revenue

Up

$379,986

Up $188,635 (+99%) from 2024

Expenses

Up

$151,538

Up $21,312 (+16%) from 2024

Net Income

Up

$228,448

Up $167,323 (+274%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $307,744Liabilities 2011: $02011Assets 2012: $313,188Liabilities 2012: $02012Assets 2013: $307,484Liabilities 2013: $02013Assets 2014: $300,682Liabilities 2014: $02014Assets 2015: $297,692Liabilities 2015: $02015Assets 2016: $1,235,575Liabilities 2016: $0Net Assets 2016: $1,235,5752016Assets 2017: $1,474,323Liabilities 2017: $0Net Assets 2017: $1,474,3232017Assets 2018: $1,558,711Liabilities 2018: $0Net Assets 2018: $1,558,7112018Assets 2019: $1,715,439Liabilities 2019: $0Net Assets 2019: $1,715,4392019Assets 2020: $2,117,282Liabilities 2020: $0Net Assets 2020: $2,117,2822020Assets 2021: $2,511,609Liabilities 2021: $0Net Assets 2021: $2,511,6092021Assets 2022: $2,312,205Liabilities 2022: $0Net Assets 2022: $2,312,2052022Assets 2023: $2,432,101Liabilities 2023: $0Net Assets 2023: $2,432,1012023Assets 2024: $2,725,517Liabilities 2024: $0Net Assets 2024: $2,725,5172024Assets 2025: $3,101,097Liabilities 2025: $0Net Assets 2025: $3,101,0972025

Highlighted filing

2025

Assets$3,101,097
Liabilities$0
Net Assets$3,101,097

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $16,098Expenses 2011: $8,961Net Income 2011: $7,1372011Revenue 2012: $15,964Expenses 2012: $9,483Net Income 2012: $6,4812012Revenue 2013: $15,556Expenses 2013: $21,260Net Income 2013: -$5,7042013Revenue 2014: $15,875Expenses 2014: $22,677Net Income 2014: -$6,8022014Revenue 2015: $24,882Expenses 2015: $27,872Net Income 2015: -$2,9902015Revenue 2016: $975,012Expenses 2016: $30,087Net Income 2016: $944,9252016Revenue 2017: $314,492Expenses 2017: $75,744Net Income 2017: $238,7482017Revenue 2018: $176,519Expenses 2018: $92,131Net Income 2018: $84,3882018Revenue 2019: $188,661Expenses 2019: $31,933Net Income 2019: $156,7282019Revenue 2020: $275,555Expenses 2020: $104,111Net Income 2020: $171,4442020Revenue 2021: $340,687Expenses 2021: $74,656Net Income 2021: $266,0312021Revenue 2022: $323,035Expenses 2022: $227,930Net Income 2022: $95,1052022Revenue 2023: $137,034Expenses 2023: $147,773Net Income 2023: -$10,7392023Revenue 2024: $191,351Expenses 2024: $130,226Net Income 2024: $61,1252024Revenue 2025: $379,986Expenses 2025: $151,538Net Income 2025: $228,4482025

Highlighted filing

2025

Revenue$379,986
Expenses$151,538
Net Income$228,448

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.38$0.15$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.19$0.13$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.43$0.14$0.15$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$0.32$0.23$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.34$0.07$0.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$0.28$0.10$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.19$0.03$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.18$0.09$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.31$0.08$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.98$0.03$0.94
2015Summary only. Only limited summary data is available for this year.$0.30$0.00$0.02$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$0.02$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.02$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.02$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.02$0.01$0.01
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$1,405,845
Mission and Program Overview

Mission

To promote musical awareness through the bakersfield symphony orchestra

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,307,256$2,427,500▲ $120,244
Savings and Temporary Cash Investments$4,949$4,601▼ $348
Cash and Non-Interest-Bearing Accounts-$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 Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,312,205$2,432,101▲ $119,896
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,312,205$2,432,101▲ $119,896
Total Net Assets Fund Balance$2,312,205$2,432,101▲ $119,896
Total Liabilities and Net Assets / Fund Balance$2,312,205$2,432,101▲ $119,896
Compensation and Service Providers

Board Members and Trustees

NameTitle
James a BellPresident
Bryan BurrowDirector
Chris HamiltonDirector
Michael ChertokDirector
Neil WalkerDirector
Rebecca BrooksDirector
Nancy OehlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$125,009
Program Service Revenue
$0
Investment Income
$12,025
Other Revenue
$0
All Other Contributions
$125,009
Change in Net Assets
$-10,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$130,000
Other Expenses$17,773
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$130,000--$130,000
Insurance-$1,641-$1,641
Fees for Services Accounting-$750-$750
Fees for Services Legal-$201-$201
Other Expenses-$100-$100
Total Functional Expenses$130,000$17,773$0$147,773
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
Backup withholding compliance
No
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
No
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, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
The Bakersfield Symphony Orchestra
EIN
77-0329309
Address
136 ALLEN RD STE 100-1088, BAKERSFIELD, CA 93314

Signing Officer

Name
James a Bell
Title
President
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Andrea R Hill CPA AAC
Address
2200 19th Street, Bakersfield, CA 93301
Preparer
Andrea D Rutherford-Hill
Phone
6613232555
Raw XML Appendix375 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/ActivityOrMissionDesc0TO PROMOTE MUSICAL AWARENESS THROUGH THE BAKERSFIELD SYMPHONY ORCHESTRA
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0125009
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JAMES BELL
IRS990/BooksInCareOfDetail/PhoneNum06613641555
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0136 ALLEN RD STE 100-1088
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAKERSIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093314
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0125009
IRS990/CYGrantsAndSimilarPaidAmt0130000
IRS990/CYInvestmentIncomeAmt012025
IRS990/CYOtherExpensesAmt017773
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-10739
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0147773
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0137034
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ASSIST BAKERSFIELD SYMPHONY ORCHESTRA TO RAISE AWARENESS TO CLASSICAL MUSIC
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0130000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0750
IRS990/FeesForServicesAccountingGrp/TotalAmt0750
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0201
IRS990/FeesForServicesLegalGrp/TotalAmt0201
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
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/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES A BELL
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL CHERTOK
IRS990/Form990PartVIISectionAGrp/PersonNm2NEIL WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm4NANCY OEHLER
IRS990/Form990PartVIISectionAGrp/PersonNm5REBECCA BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm6BRYAN BURROW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-61009
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0130000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0130000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01207802
IRS990/GrossReceiptsAmt01405845
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01641
IRS990/InsuranceGrp/TotalAmt01641
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt073034
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073034
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02307256
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02427500
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01268811
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROMOTE MUSICAL AWARENESS THROUGH THE BAKERSFIELD SYMPHONY ORCHESTRA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02312205
IRS990/NetAssetsOrFundBalancesEOYAmt02432101
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-61009
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-61009
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0130635
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02312205
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02432101
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0INVESTEMENT MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015081
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1100
IRS990/OtherExpensesGrp/TotalAmt015081
IRS990/OtherExpensesGrp/TotalAmt1100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0183650
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0210013
IRS990/PYInvestmentIncomeAmt0139385
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017917
IRS990/PYRevenuesLessExpensesAmt095105
IRS990/PYTotalExpensesAmt0227930
IRS990/PYTotalRevenueAmt0323035
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-10739
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04949
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04601
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0125009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0183650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0125000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0212000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0127051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0772710
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0772710
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0125009
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0183650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0125000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0212000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0127051
IRS990ScheduleA/Total509Grp/TotalAmt0772710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0125009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0183650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0125000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0212000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127051
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0772710
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02312205
IRS990/TotalAssetsEOYAmt02432101
IRS990/TotalAssetsGrp/BOYAmt02312205
IRS990/TotalAssetsGrp/EOYAmt02432101
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0125009
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017773
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147773
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02312205
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02432101
IRS990/TotalProgramServiceExpensesAmt0130000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt073034
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-61009
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137034
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02312205
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02432101
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0136 ALLEN RD STE 100-1088
IRS990/USAddress/CityNm0BAKERSFIELD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093314
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BAKERSFIELD SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0770329309
ReturnHeader/Filer/USAddress/AddressLine1Txt0136 ALLEN RD STE 100-1088
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093314
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842966863
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andrea R Hill CPA AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 19th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bakersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093301
ReturnHeader/PreparerPersonGrp/PhoneNum06613232555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea D Rutherford-Hill
ReturnHeader/ReturnTs02023-11-13T08:02:11-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BELL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.