Civic Intelligence

Merced Symphony Association

990EZ • Fiscal year 2021 • EIN 94-1541775

Jun 01, 2020 to May 31, 2021 • Filed on Jun 22, 2022

PO Box 894Merced, CA 95341

(209) 383-3277

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

79th percentile

36%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

43%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

1.3%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$55,700

Up $16,843 (+43%) from 2020

Net Assets

Up

$55,700

Up $38,718 (+228%) from 2020

Liabilities

Down

$0

Down $21,875 (-100%) from 2020

Revenue

Up

$107,568

Up $1,390 (+1.3%) from 2020

Expenses

Down

$68,850

Down $49,092 (-42%) from 2020

Net Income

Up

$38,718

Up $50,482 (+429%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $5,618Liabilities 2011: $4,000Net Assets 2011: $1,6182011Assets 2012: $9,040Liabilities 2012: $3,000Net Assets 2012: $6,0402012Assets 2013: $6,795Liabilities 2013: $02013Assets 2014: $14,032Liabilities 2014: $02014Assets 2015: $8,312Liabilities 2015: $02015Assets 2016: $9,524Liabilities 2016: $02016Assets 2017: $23,357Liabilities 2017: $02017Assets 2018: $25,986Liabilities 2018: $02018Assets 2019: $28,746Liabilities 2019: $0Net Assets 2019: $28,7462019Assets 2020: $38,857Liabilities 2020: $21,875Net Assets 2020: $16,9822020Assets 2021: $55,700Liabilities 2021: $0Net Assets 2021: $55,7002021Assets 2022: $5,556Liabilities 2022: $0Net Assets 2022: $5,5562022Assets 2024: $2,310Liabilities 2024: $0Net Assets 2024: $2,3102024Assets 2025: $1,801Liabilities 2025: $0Net Assets 2025: $1,8012025

Highlighted filing

2021

Assets$55,700
Liabilities$0
Net Assets$55,700

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $73,522Expenses 2011: $69,403Net Income 2011: $4,1192011Revenue 2012: $79,665Expenses 2012: $75,243Net Income 2012: $4,4222012Revenue 2013: $84,682Expenses 2013: $86,927Net Income 2013: -$2,2452013Revenue 2014: $128,453Expenses 2014: $121,216Net Income 2014: $7,2372014Revenue 2015: $120,910Expenses 2015: $126,630Net Income 2015: -$5,7202015Revenue 2016: $130,765Expenses 2016: $138,365Net Income 2016: -$7,6002016Revenue 2017: $111,757Expenses 2017: $105,100Net Income 2017: $6,6572017Revenue 2018: $139,484Expenses 2018: $136,854Net Income 2018: $2,6302018Revenue 2019: $146,458Expenses 2019: $143,698Net Income 2019: $2,7602019Revenue 2020: $106,178Expenses 2020: $117,942Net Income 2020: -$11,7642020Revenue 2021: $107,568Expenses 2021: $68,850Net Income 2021: $38,7182021Revenue 2022: $113,259Expenses 2022: $163,403Net Income 2022: -$50,1442022Revenue 2024: $93,278Expenses 2024: $96,083Net Income 2024: -$2,8052024Revenue 2025: $101,820Expenses 2025: $102,329Net Income 2025: -$5092025

Highlighted filing

2021

Revenue$107,568
Expenses$68,850
Net Income$38,718
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jun 22, 2022
Return Version
2020v4.2
Gross Receipts
$107,568
Mission and Program Overview

Mission

Presenting symphonic music concerts

Program Services

DescriptionGrantsExpenses
THREE CONCERTS WERE PRESENTED$31,750$58,126
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN HELLERPresidentPT$0--
SHANE SMITHVice President-$0--
SUSAN AMUSSENTreasurer-$0--
CONNIE BRONSSecretary-$0--
RICHARD GRAVESDirector-$0--
DAVID MEDLEYDirector-$0--
PATRICIA VERGARADirector-$0--
Filing and Contact Details

Filer

Filer Name
Merced Symphony Association
EIN
94-1541775
Phone
2093833277
Address
PO BOX 894, MERCED, CA 95341

Signing Officer

Name
Ryan Heller
Title
President
Phone
2093833277
Signed
2022-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Grey B Roberts & Co
Address
2824 PARK AVE STE B, MERCED, CA 95348
Preparer
Grey B Roberts
Phone
2093832442
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 6.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: fundraising expenses. Amount: 6,928. Description: bank charges. Amount: 253. Description: insurance. Amount: 1,380. Total to form 990-ez, line 16: 8,561.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: westamerica ppp. Beg. Of year amount: 21,875. End of year amount: 0.

Raw XML Appendix203 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/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 6,928. DESCRIPTION: BANK CHARGES. AMOUNT: 253. DESCRIPTION: INSURANCE. AMOUNT: 1,380. TOTAL TO FORM 990-EZ, LINE 16: 8,561.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: WESTAMERICA PPP. BEG. OF YEAR AMOUNT: 21,875. END OF YEAR AMOUNT: 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERCED
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ReturnHeader/PreparerPersonGrp/PhoneNum02093832442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREY B ROBERTS
ReturnHeader/ReturnTs02022-06-22T11:35:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELLER
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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$0.00$0.02$1.02$1.02$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.93$0.96$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.13$1.63$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.08$0.69$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.22$0.17$1.06$1.18$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.46$1.44$0.03
2018Summary only. Only limited summary data is available for this year.$0.26$0.00$1.39$1.37$0.03
2017Summary only. Only limited summary data is available for this year.$0.23$0.00$1.12$1.05$0.07
2016Summary only. Only limited summary data is available for this year.$0.10$0.00$1.31$1.38$0.08
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$1.21$1.27$0.06
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$1.28$1.21$0.07
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.85$0.87$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.03$0.06$0.80$0.75$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.04$0.02$0.74$0.69$0.04