Civic Intelligence

Symphony Silicon Valley Chorale Fund

EIN 80-0083196 • 501(c)3 • San Jose, CA

Profile

Support activities of Symphony San Jose Chorale

325 South First StreetSan Jose, CA 95113
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-118300%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

12th percentile

-65%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Down

$0

Down $9,351 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

Down

$8

Down $57 (-88%) from 2020

Expenses

Up

$9,472

Up $9,472 from 2020

Net Income

Down

-$9,464

Down $9,529 (-14660%) from 2020

Trend Graphs

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2010: $17,490Liabilities 2010: $02010Assets 2011: $16,227Liabilities 2011: $0Net Assets 2011: $16,2272011Assets 2012: $10,010Liabilities 2012: $02012Assets 2013: $9,240Liabilities 2013: $02013Assets 2014: $9,377Liabilities 2014: $02014Assets 2015: $8,968Liabilities 2015: $02015Assets 2017: $10,008Liabilities 2017: $02017Assets 2018: $9,933Liabilities 2018: $02018Assets 2019: $10,001Liabilities 2019: $02019Assets 2020: $9,351Liabilities 2020: $02020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KRevenue 2010: $48Expenses 2010: $2,602Net Income 2010: -$2,5542010Revenue 2011: $5,354Expenses 2011: $6,617Net Income 2011: -$1,2632011Revenue 2012: $549Expenses 2012: $6,764Net Income 2012: -$6,2152012Revenue 2013: -$346Expenses 2013: $425Net Income 2013: -$7712013Revenue 2014: $387Expenses 2014: $250Net Income 2014: $1372014Revenue 2015: $199Expenses 2015: $608Net Income 2015: -$4092015Revenue 2017: $766Expenses 2017: $0Net Income 2017: $7662017Revenue 2018: $39Expenses 2018: $114Net Income 2018: -$752018Revenue 2019: $68Expenses 2019: $0Net Income 2019: $682019Revenue 2020: $65Expenses 2020: $0Net Income 2020: $652020Revenue 2022: $8Expenses 2022: $9,472Net Income 2022: -$9,4642022

Highlighted filing

2022

Revenue$8
Expenses$9,472
Net Income-$9,464

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 1, 2022
Return Version
2021v4.0
Gross Receipts
$8
Mission and Program Overview

Mission

Support activities of Symphony San Jose Chorale

Program Services

DescriptionGrantsExpenses
Symphony San Jose Chorale membership support, outreach, recruitment$0$219
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elaine KetellPresidentPT$0--
Ako SanchomeVice PresidentPT$0--
Roxanne JansonSecretaryPT$0--
Jack SchwartzTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Chorale Fund
EIN
80-0083196
Phone
4082862600
Address
325 South First Street, San Jose, CA 95113

Signing Officer

Name
Jack A Schwartz
Title
Treasurer - 2021
Phone
4083188284
Signed
2022-08-01
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Program service expenses;219|Donation to Symphony San Jose;9253^Total;9472^

Raw XML Appendix207 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jack Schwartz
IRS990EZ/BooksInCareOfDetail/PhoneNum04083188284
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013437 Kodiac Pl
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Saratoga
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0950705225
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09464
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-9464
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IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elaine Ketell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ako Sanchome
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Roxanne Janson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jack Schwartz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09472
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support activities of Symphony San Jose Chorale
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Symphony San Jose Chorale membership support, outreach, recruitment
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0219
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09472
IRS990EZ/TotalProgramServiceExpensesAmt0219
IRS990EZ/TotalRevenueAmt08
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Charity Registration
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0220
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt073
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75085
IRS990ScheduleA/PublicSupportPY170Pct00.93
IRS990ScheduleA/PublicSupportTotal170Amt0220
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0220
IRS990ScheduleA/TotalSupportAmt0293
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IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Restricted donation to Symphony San Jose
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Symphony San Jose
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-06-16
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0320083030
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt09253
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash transaction (cashiers check)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0325 South First Street
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0San Jose
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd095113
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0The Chorale Fund Board put the attached dissolution plan to the membership. A quorum of the membership ratified the proposal with no dissent. The plan closed the Chorale Fund (the organization as well as bank account) as it existed, since the board managed a fund that essentially was not used. Per the plan, assets were donated to Symphony San Jose, a 501(c)3 charitable organization. Please see attached supporting documentation.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule N, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Program service expenses;219|Donation to Symphony San Jose;9253^Total;9472^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jack A Schwartz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer - 2021
ReturnHeader/BusinessOfficerGrp/PhoneNum04083188284
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHORALE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHOR
ReturnHeader/Filer/EIN0800083196
ReturnHeader/Filer/PhoneNum04082862600
ReturnHeader/Filer/USAddress/AddressLine1Txt0325 South First Street
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095113
ReturnHeader/ReturnTs02022-08-02T18:44:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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