Civic Intelligence

San Luis Obispo Wind Orchestra Inc.

990EZ • Fiscal year 2014 • EIN 77-0532887

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 15, 2015

C/O S Mc Neely PO Box 823Morro Bay, CA 93442

(805) 235-5004

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$40,990

Up $6,436 (+19%) from 2013

Net Assets

Up

$40,990

Up $6,436 (+19%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$47,010

Up $19,653 (+72%) from 2013

Expenses

Up

$40,574

Up $14,573 (+56%) from 2013

Net Income

Up

$6,436

Up $5,080 (+375%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $36,554Net Assets 2010: $36,5542010Assets 2011: $35,143Liabilities 2011: $02011Assets 2012: $33,198Net Assets 2012: $33,1982012Assets 2013: $34,554Net Assets 2013: $34,5542013Assets 2014: $40,990Net Assets 2014: $40,9902014Assets 2016: $46,617Liabilities 2016: $02016Assets 2019: $35,604Liabilities 2019: $0Net Assets 2019: $35,6042019Assets 2020: $72,920Liabilities 2020: $0Net Assets 2020: $72,9202020Assets 2021: $92,173Liabilities 2021: $0Net Assets 2021: $92,1732021Assets 2022: $93,864Liabilities 2022: $0Net Assets 2022: $93,8642022Assets 2024: $88,719Liabilities 2024: $0Net Assets 2024: $88,7192024Assets 2025: $99,224Liabilities 2025: $0Net Assets 2025: $99,2242025

Highlighted filing

2014

Assets$40,990
Liabilities-
Net Assets$40,990

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $12,954Expenses 2010: $12,268Net Income 2010: $6862010Revenue 2011: $8,486Expenses 2011: $9,897Net Income 2011: -$1,4112011Revenue 2012: $13,576Expenses 2012: $16,075Net Income 2012: -$2,4992012Revenue 2013: $27,357Expenses 2013: $26,001Net Income 2013: $1,3562013Revenue 2014: $47,010Expenses 2014: $40,574Net Income 2014: $6,4362014Revenue 2016: $14,779Expenses 2016: $18,759Net Income 2016: -$3,9802016Revenue 2019: $62,042Expenses 2019: $54,871Net Income 2019: $7,1712019Revenue 2020: $84,593Expenses 2020: $47,294Net Income 2020: $37,2992020Revenue 2021: $41,821Expenses 2021: $22,830Net Income 2021: $18,9912021Revenue 2022: $41,597Expenses 2022: $39,906Net Income 2022: $1,6912022Revenue 2024: $71,641Expenses 2024: $69,729Net Income 2024: $1,9122024Revenue 2025: $73,216Expenses 2025: $66,199Net Income 2025: $7,0172025

Highlighted filing

2014

Revenue$47,010
Expenses$40,574
Net Income$6,436
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$48,037
Mission and Program Overview

Mission

The mission of the San Luis Obispo Wind Orchestra is to perform symphonic wind band music in a variety of styles at a professional level. We seek to captivate our audience while providing an opportunity for volunteer musicians to improve, grow and play for the joy of it. We hope to enhance the cultural landscape of our community through our concerts, education and outreach.

The specific purposes of the corporation are to provide an outstanding wind ensemble, to foster appreciation of the wind ensemble and wind orchestra repertoire through performance and to contribute to the cultural vitality of the central coast community.

Program Services

DescriptionGrantsExpenses
THE WIND ORCHESTRA PERFORMED FOUR CONCERTS DURING THE YEAR AT VARIOUS VENUES THROUGHOUT THE COUNTY.$35,443-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON MC NEELYPresidentPT$0--
TONEY VAN DURENVP-$0--
DAVID STRICKLERSecretary-$0--
RICHARD FRYERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
San Luis Obispo Wind Orchestra
EIN
77-0532887
Phone
8052355004
Address
C/O S MC NEELY PO BOX 823, MORRO BAY, CA 93442

Signing Officer

Name
Darlene D Hagenow
Title
CPA
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Darlene D Hagenow CPA
Address
PO BOX 187, CAMBRIA, CA 93428-0187
Preparer
Darlene D Hagenow
Phone
8059273021
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $17616

Other Expenses.1008

Interest $7

Other Expenses.1012

Insurance $1302

Other Expenses.2

DEVELOPMENT $2105

Other Expenses.3

SHEET MUSIC $2045

Other Expenses.5

Bank & credit card fees $451

Other Expenses.6

MISC. EXPENSES $439

Other Expenses.7

DUES $325

Other Expenses.8

Website design & support $319

Other Expenses.9

SUPPLIES $283

Other Expenses.10

TELEPHONE $139

Other Expenses.11

PO BOX RENTAL $80

Raw XML Appendix190 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/PersonNm3RICHARD FRYER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025111
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SPECIFIC PURPOSES OF THE CORPORATION ARE TO PROVIDE AN OUTSTANDING WIND ENSEMBLE, TO FOSTER APPRECIATION OF THE WIND ENSEMBLE AND WIND ORCHESTRA REPERTOIRE THROUGH PERFORMANCE AND TO CONTRIBUTE TO THE CULTURAL VITALITY OF THE CENTRAL COAST COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt02930
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IRS990EZ/SpecialEventsNetIncomeLossAmt03010
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/InvestmentIncomeCYPct00.06770
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $17616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Interest $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEVELOPMENT $2105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SHEET MUSIC $2045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK & CREDIT CARD FEES $451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC. EXPENSES $439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE DESIGN & SUPPORT $319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TELEPHONE $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PO BOX RENTAL $80
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1008
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARLENE D HAGENOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN LUIS OBISPO WIND ORCHESTRA
ReturnHeader/Filer/BusinessNameControlTxt0SANL
ReturnHeader/Filer/EIN0770532887
ReturnHeader/Filer/PhoneNum08052355004
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O S MC NEELY PO BOX 823
ReturnHeader/Filer/USAddress/CityNm0MORRO BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Darlene D Hagenow CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 187
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMBRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934280187
ReturnHeader/PreparerPersonGrp/PhoneNum08059273021
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darlene D Hagenow
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-15T20:15:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings