Civic Intelligence

San Jose Choral Project

990EZ • Fiscal year 2015 • EIN 77-0439765

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

72 N 5th Street 16San Jose, CA 95112

(408) 279-0161

Siviq Scores

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

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

61st percentile

8.5%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$26,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

3.8%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$64,793

Up $9,417 (+17%) from 2014

Net Assets

Up

$61,793

Up $13,298 (+27%) from 2014

Liabilities

Down

$3,000

Down $3,881 (-56%) from 2014

Revenue

Up

$154,847

Up $5,668 (+3.8%) from 2014

Expenses

Up

$141,627

Up $17,388 (+14%) from 2014

Net Income

Down

$13,220

Down $11,720 (-47%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $134,414Liabilities 2011: $23,6702011Assets 2012: $33,296Liabilities 2012: $16,428Net Assets 2012: $16,8682012Assets 2013: $33,294Liabilities 2013: $11,191Net Assets 2013: $22,1032013Assets 2014: $55,376Liabilities 2014: $6,881Net Assets 2014: $48,4952014Assets 2015: $64,793Liabilities 2015: $3,000Net Assets 2015: $61,7932015Assets 2016: $51,992Liabilities 2016: $3,478Net Assets 2016: $48,5142016Assets 2017: $64,163Liabilities 2017: $4,593Net Assets 2017: $59,5702017Assets 2018: $52,349Liabilities 2018: $4,2602018Assets 2019: $60,872Liabilities 2019: $3,980Net Assets 2019: $56,8922019Assets 2020: $116,167Liabilities 2020: $29,160Net Assets 2020: $87,0072020Assets 2021: $132,047Liabilities 2021: $17,892Net Assets 2021: $114,1552021Assets 2022: $75,702Liabilities 2022: $3,000Net Assets 2022: $72,7022022Assets 2023: $131,522Liabilities 2023: $6,000Net Assets 2023: $125,5222023Assets 2025: $27,412Liabilities 2025: $5,940Net Assets 2025: $21,4722025

Highlighted filing

2015

Assets$64,793
Liabilities$3,000
Net Assets$61,793

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $159,467Expenses 2011: $130,732Net Income 2011: $28,7352011Revenue 2012: $171,056Expenses 2012: $264,932Net Income 2012: -$93,8762012Revenue 2013: $98,946Expenses 2013: $93,711Net Income 2013: $5,2352013Revenue 2014: $149,179Expenses 2014: $124,239Net Income 2014: $24,9402014Revenue 2015: $154,847Expenses 2015: $141,627Net Income 2015: $13,2202015Revenue 2016: $168,361Expenses 2016: $173,372Net Income 2016: -$5,0112016Revenue 2017: $166,938Expenses 2017: $162,206Net Income 2017: $4,7322017Revenue 2018: $163,261Expenses 2018: $176,230Net Income 2018: -$12,9692018Revenue 2019: $179,093Expenses 2019: $172,833Net Income 2019: $6,2602019Revenue 2020: $178,484Expenses 2020: $145,547Net Income 2020: $32,9372020Revenue 2021: $157,208Expenses 2021: $130,570Net Income 2021: $26,6382021Revenue 2022: $137,886Expenses 2022: $179,339Net Income 2022: -$41,4532022Revenue 2023: $278,242Expenses 2023: $207,422Net Income 2023: $70,8202023Revenue 2025: $147,410Expenses 2025: $199,092Net Income 2025: -$51,6822025

Highlighted filing

2015

Revenue$154,847
Expenses$141,627
Net Income$13,220
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$154,847
Mission and Program Overview

Mission

To connect to one another through choral theater, education and musical excellence.

Program Services

DescriptionGrantsExpenses
IMPROVES THE QUALITY OF LIFE IN COMMUNITIES BY ENCOURAGING AND INCREASING THE PUBLIC KNOWLEDGE AND APPRECIATION OF SERIOUS CHORAL MUSIC.-$141,627
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL HUGHESArtistic DirectorPT$26,000-$26,000
HAL LASTERCo-ExecutivePT$9,933-$9,933
NANCY LOSHKAJIANCo-ExecutivePT$9,933-$9,933
KATHLEEN KUEBELBECKMarketing DiPT$6,410-$6,410
RUTH WINTERMember-At-La-$1,430-$1,430
LORRI NIETOTreasurerPT$0--
MICHAEL MCDONALDPresidentPT$0--
JOANNE SANDERSVice Preside-$0--
MATT BAXTERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
San Jose Choral Project
EIN
77-0439765
Phone
4082790161
Address
72 N 5TH STREET 16, SAN JOSE, CA 95112

Signing Officer

Name
Hal Laster
Title
Executive Director - Admin
Phone
4082790161
Signed
2015-11-10

Preparer

Firm
Lmgw Certified Public Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 4,434 supplies 1,288 database 925 conferences and meetings 1,047 insurance 2,696 bank fees 105 music 4,364 telephone 760 licenses 916 dues 713 fundraising expenses 2,900 cultivation 580 grants 1,495 recognitions 1,522 box office 1,324 concert production 48,981 total 74,050

Form 990-ez, Part I, Line 20

Net unrealized gain on investments 77

Form 990-ez, Part II, Line 24

Borrowed from frb 4,341 0 deposits 0 1,141 total 4,341 1,141

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 255 0 temporary borrowed funds 4,340 0 clayton cash loan 0 0 music deposits 2,285 3,000

Form 990-ez, Part III

To connect to one another through choral theater, education and musical excellence.

Raw XML Appendix180 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04082790161
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051035
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IRS990EZ/ExcessOrDeficitForYearAmt013220
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InvestmentIncomeAmt0412
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06072
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048496
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061793
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048496
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IRS990EZ/OccupancyRentUtltsAndMaintAmt05820
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt026000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt16410
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN KUEBELBECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RUTH WINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORRI NIETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HAL LASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY LOSHKAJIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOANNE SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MATT BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARTISTIC DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MARKETING DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-EXECUTIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-EXECUTIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04341
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01141
IRS990EZ/OtherChangesInNetAssetsAmt077
IRS990EZ/OtherExpensesTotalAmt074050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CONNECT TO ONE ANOTHER THROUGH CHORAL THEATER, EDUCATION AND MUSICAL EXCELLENCE.
IRS990EZ/PrintingPublicationsPostageAmt0504
IRS990EZ/ProgramServiceRevenueAmt062143
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IMPROVES THE QUALITY OF LIFE IN COMMUNITIES BY ENCOURAGING AND INCREASING THE PUBLIC KNOWLEDGE AND APPRECIATION OF SERIOUS CHORAL MUSIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0141627
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06880
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141627
IRS990EZ/TotalProgramServiceExpensesAmt0141627
IRS990EZ/TotalRevenueAmt0154847
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.SJCP.ORG/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083336
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt081298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0322580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt078353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt090003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0119339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0412180
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0734760
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0154847
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0160136
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0154847
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0171301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0160136
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0734760
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 4,434 SUPPLIES 1,288 DATABASE 925 CONFERENCES AND MEETINGS 1,047 INSURANCE 2,696 BANK FEES 105 MUSIC 4,364 TELEPHONE 760 LICENSES 916 DUES 713 FUNDRAISING EXPENSES 2,900 CULTIVATION 580 GRANTS 1,495 RECOGNITIONS 1,522 BOX OFFICE 1,324 CONCERT PRODUCTION 48,981 TOTAL 74,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NET UNREALIZED GAIN ON INVESTMENTS 77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BORROWED FROM FRB 4,341 0 DEPOSITS 0 1,141 TOTAL 4,341 1,141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 255 0 TEMPORARY BORROWED FUNDS 4,340 0 CLAYTON CASH LOAN 0 0 MUSIC DEPOSITS 2,285 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO CONNECT TO ONE ANOTHER THROUGH CHORAL THEATER, EDUCATION AND MUSICAL EXCELLENCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HAL LASTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR - ADMIN
ReturnHeader/BusinessOfficerGrp/PhoneNum04082790161
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOSE CHORAL PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0770439765
ReturnHeader/Filer/PhoneNum04082790161
ReturnHeader/Filer/USAddress/AddressLine1Txt072 N 5TH STREET 16
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LMGW CERTIFIED PUBLIC ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J BRYANT CPA
ReturnHeader/ReturnTs02015-11-18T10:26:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.06$0.21$1.47$1.99$0.52
2023Summary only. Only limited summary data is available for this year.$1.32$0.06$1.26$2.78$2.07$0.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.03$0.73$1.38$1.79$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.18$1.14$1.57$1.31$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.29$0.87$1.78$1.46$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.04$0.57$1.79$1.73$0.06
2018Summary only. Only limited summary data is available for this year.$0.52$0.04$1.63$1.76$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.05$0.60$1.67$1.62$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.03$0.49$1.68$1.73$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.03$0.62$1.55$1.42$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.07$0.48$1.49$1.24$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.11$0.22$0.99$0.94$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.16$0.17$1.71$2.65$0.94
2011Summary only. Only limited summary data is available for this year.$1.34$0.24$1.59$1.31$0.29