Civic Intelligence

Ensemble Monterey

990EZ • Fiscal year 2016 • EIN 77-0400760

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 28, 2016

PO Box 4017Monterey, CA 93942

(831) 333-1283

Siviq Scores

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

Liabilities / Assets

91st percentile

0.68x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

87th percentile

$6,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

99th percentile

857%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$27,996

Up $25,071 (+857%) from 2015

Net Assets

Up

$8,931

Up $13,918 (+279%) from 2015

Liabilities

Up

$19,065

Up $11,153 (+141%) from 2015

Revenue

Up

$98,911

Up $23,433 (+31%) from 2015

Expenses

Up

$84,993

Up $1,931 (+2.3%) from 2015

Net Income

Up

$13,918

Up $21,502 (+284%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20KAssets 2011: $8,030Liabilities 2011: $1142011Assets 2012: $3,798Liabilities 2012: $3,2862012Assets 2013: $2,888Liabilities 2013: $6,041Net Assets 2013: -$3,1532013Assets 2014: $10,623Liabilities 2014: $8,026Net Assets 2014: $2,5972014Assets 2015: $2,925Liabilities 2015: $7,912Net Assets 2015: -$4,9872015Assets 2016: $27,996Liabilities 2016: $19,065Net Assets 2016: $8,9312016Assets 2017: $518Net Assets 2017: $5182017Assets 2018: $7,956Liabilities 2018: $2,493Net Assets 2018: $5,4632018Assets 2019: $9,112Liabilities 2019: $4,050Net Assets 2019: $5,0622019Assets 2020: $23,448Liabilities 2020: $15,331Net Assets 2020: $8,1172020Assets 2021: $31,233Liabilities 2021: $965Net Assets 2021: $30,2682021Assets 2022: $8,298Liabilities 2022: $1,479Net Assets 2022: $6,8192022Assets 2023: $9,796Liabilities 2023: $1,8622023Assets 2024: $45,049Liabilities 2024: $8372024Assets 2025: $2,070Liabilities 2025: $704Net Assets 2025: $1,3662025

Highlighted filing

2016

Assets$27,996
Liabilities$19,065
Net Assets$8,931

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $69,106Expenses 2011: $65,843Net Income 2011: $3,2632011Revenue 2012: $78,805Expenses 2012: $86,209Net Income 2012: -$7,4042012Revenue 2013: $64,945Expenses 2013: $68,610Net Income 2013: -$3,6652013Revenue 2014: $73,348Expenses 2014: $67,598Net Income 2014: $5,7502014Revenue 2015: $75,478Expenses 2015: $83,062Net Income 2015: -$7,5842015Revenue 2016: $98,911Expenses 2016: $84,993Net Income 2016: $13,9182016Revenue 2017: $119,406Expenses 2017: $127,819Net Income 2017: -$8,4132017Revenue 2018: $87,914Expenses 2018: $82,969Net Income 2018: $4,9452018Revenue 2019: $101,562Expenses 2019: $101,963Net Income 2019: -$4012019Revenue 2020: $94,681Expenses 2020: $91,626Net Income 2020: $3,0552020Revenue 2021: $98,149Expenses 2021: $75,998Net Income 2021: $22,1512021Revenue 2022: $154,461Expenses 2022: $177,910Net Income 2022: -$23,4492022Revenue 2023: $152,256Expenses 2023: $151,141Net Income 2023: $1,1152023Revenue 2024: $182,929Expenses 2024: $146,651Net Income 2024: $36,2782024Revenue 2025: $115,593Expenses 2025: $158,439Net Income 2025: -$42,8462025

Highlighted filing

2016

Revenue$98,911
Expenses$84,993
Net Income$13,918
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 28, 2016
Return Version
2015v2.0
Gross Receipts
$98,911
Mission and Program Overview

Mission

Ensemble monterey presents concerts of rarely heard classical music as well as contemporary composers.

Program Services

DescriptionGrantsExpenses
ENSEMBLE MONTEREY PRESENTED 4 CONCERTS OF RARELY HEARD CLASSICAL MUSIC AS WELL AS CONTEMPORARY COMPOSERS DURING THE FISCAL YEAR.$68,012$76,819
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA SCHULLERExecutive DirectorPT$6,000-$6,000
STEPHANIE ROSENBAUMAdmin CoordPT$2,000-$2,000
ART SCHULLERPresidentPT$0--
ROB KLEVANVice PresidentPT$0--
LESLIE FOOTESecretaryPT$0--
WILLIAM WHIPPLETreasurerPT$0--
JEANNE FAULKNERDirectorPT$0--
CLAIRE HORNDirectorPT$0--
KIRK MATHEWDirectorPT$0--
JOHN ANDERSONArtistic DirectorPT$0--
JEFF OSARCZUKDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Ensemble Monterey
EIN
77-0400760
Phone
8313331283
Address
PO BOX 4017, MONTEREY, CA 93942

Signing Officer

Name
William Whipple
Title
Treasurer
Signed
2016-10-28
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $10883

Other Expenses.1012

Insurance $3109

Other Expenses.2

FACILITY RENTAL $4700

Other Expenses.3

Fundraising expenses $2564

Other Expenses.4

BANK CHARGES $1366

Other Expenses.5

OFFICE SUPPLIES $1200

Other Expenses.7

CARTAGE $640

Other Expenses.8

Youth music outreach $500

Other Expenses.9

TELEPHONE $490

Other Expenses.10

REFRESHMENTS $423

Other Expenses.11

SUPPLIES - OTHER $405

Other Expenses.12

TICKET PROCESSING $298

Other Expenses.13

MISCELLANEOUS $288

Other Expenses.14

LICENSES & PERMITS $151

Other Expenses.15

WEBSITE EXPENSE $75

Other Expenses.18

REIMBURSEMENTS $-5254

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $5523 Accounts Payable and Accrued Expenses - Ending $2230

Total Liabilities.1

PAYROLL LIABILITIES - Beginning $2389 PAYROLL LIABILITIES - Ending $4335

Total Liabilities.2

ESENVALDS COMMISSION - Beginning $0 ESENVALDS COMMISSION - Ending $12500

Raw XML Appendix224 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ADMIN COORD
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $10883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FACILITY RENTAL $4700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES $2564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $1366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE SUPPLIES $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CARTAGE $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7YOUTH MUSIC OUTREACH $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REFRESHMENTS $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES - OTHER $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TICKET PROCESSING $298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LICENSES & PERMITS $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14WEBSITE EXPENSE $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15REIMBURSEMENTS $-5254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Payable and Accrued Expenses - Beginning $5523 Accounts Payable and Accrued Expenses - Ending $2230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PAYROLL LIABILITIES - Beginning $2389 PAYROLL LIABILITIES - Ending $4335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ESENVALDS COMMISSION - Beginning $0 ESENVALDS COMMISSION - Ending $12500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WHIPPLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENSEMBLE MONTEREY
ReturnHeader/Filer/BusinessNameControlTxt0ENSE
ReturnHeader/Filer/EIN0770400760
ReturnHeader/Filer/PhoneNum08313331283
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4017
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093942
ReturnHeader/ReturnTs02016-10-28T15:52:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.02$0.01$0.01$1.16$1.58$0.43
2024Summary only. Only limited summary data is available for this year.$0.45$0.01$1.83$1.47$0.36
2023Summary only. Only limited summary data is available for this year.$0.10$0.02$1.52$1.51$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$1.54$1.78$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.01$0.30$0.98$0.76$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.15$0.08$0.95$0.92$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.04$0.05$1.02$1.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.02$0.05$0.88$0.83$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.01$1.19$1.28$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.19$0.09$0.99$0.85$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.08$0.05$0.75$0.83$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.08$0.03$0.73$0.68$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.06$0.03$0.65$0.69$0.04
2012Summary only. Only limited summary data is available for this year.$0.04$0.03$0.79$0.86$0.07
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.69$0.66$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits