Civic Intelligence

Monterey County Symphony Assoc Inc

EIN 94-1584123 • 501(c)3 • Carmelbythesea, CA

Profile

To engage, educate and excite our community through the performance and continual discovery of symphonic music.

PO Box 7130Carmelbythesea, CA 93921

www.montereysymphony.org

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.07x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

7.0%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

55%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$20,434,173

Up $1,159,889 (+6.0%) from 2023

Liabilities

Down

$166,430

Down $25,527 (-13%) from 2023

Net Assets

Up

$20,267,743

Up $1,185,416 (+6.2%) from 2023

Operations
Liabilities / Revenue23rd percentileNet Margin73rd percentile

Revenue

Up

$3,009,358

Up $58,275 (+2.0%) from 2023

Expenses

Up

$2,703,930

Up $303,328 (+13%) from 2023

Net Income

Down

$305,428

Down $245,053 (-45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$30M$20M$10M$0Assets 2011: $11,599,426Liabilities 2011: $331,003Net Assets 2011: $11,268,4232011Assets 2012: $8,904,157Liabilities 2012: $290,330Net Assets 2012: $8,613,8272012Assets 2013: $9,335,878Liabilities 2013: $275,757Net Assets 2013: $9,060,1212013Assets 2014: $9,843,251Liabilities 2014: $246,937Net Assets 2014: $9,596,3142014Assets 2015: $9,372,119Liabilities 2015: $236,198Net Assets 2015: $9,135,9212015Assets 2016: $9,922,729Liabilities 2016: $395,484Net Assets 2016: $9,527,2452016Assets 2017: $10,743,174Liabilities 2017: $350,104Net Assets 2017: $10,393,0702017Assets 2018: $11,938,805Liabilities 2018: $610,645Net Assets 2018: $11,328,1602018Assets 2019: $15,594,837Liabilities 2019: $728,023Net Assets 2019: $14,866,8142019Assets 2020: $17,135,687Liabilities 2020: $354,621Net Assets 2020: $16,781,0662020Assets 2021: $21,241,271Liabilities 2021: $176,196Net Assets 2021: $21,065,0752021Assets 2022: $18,005,535Liabilities 2022: $114,553Net Assets 2022: $17,890,9822022Assets 2023: $19,274,284Liabilities 2023: $191,957Net Assets 2023: $19,082,3272023Assets 2024: $20,434,173Liabilities 2024: $166,430Net Assets 2024: $20,267,7432024

Highlighted filing

2024

Assets$20,434,173
Liabilities$166,430
Net Assets$20,267,743
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,142,4662011Expenses 2012: $1,897,9242012Revenue 2013: $1,872,399Expenses 2013: $1,913,355Net Income 2013: -$40,9562013Revenue 2014: $1,593,988Expenses 2014: $1,869,345Net Income 2014: -$275,3572014Revenue 2015: $1,528,264Expenses 2015: $1,916,486Net Income 2015: -$388,2222015Revenue 2016: $1,742,325Expenses 2016: $1,891,334Net Income 2016: -$149,0092016Revenue 2017: $1,573,453Expenses 2017: $1,891,052Net Income 2017: -$317,5992017Revenue 2018: $1,630,197Expenses 2018: $1,673,372Net Income 2018: -$43,1752018Revenue 2019: $4,690,579Expenses 2019: $1,766,950Net Income 2019: $2,923,6292019Revenue 2020: $3,194,652Expenses 2020: $1,671,692Net Income 2020: $1,522,9602020Revenue 2021: $1,183,026Expenses 2021: $764,570Net Income 2021: $418,4562021Revenue 2022: $1,906,795Expenses 2022: $2,013,029Net Income 2022: -$106,2342022Revenue 2023: $2,951,083Expenses 2023: $2,400,602Net Income 2023: $550,4812023Revenue 2024: $3,009,358Expenses 2024: $2,703,930Net Income 2024: $305,4282024

Highlighted filing

2024

Revenue$3,009,358
Expenses$2,703,930
Net Income$305,428
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,434,173
Liabilities
$166,430
Net assets
$20,267,743
Revenue
$3,009,358
Expenses
$2,703,930
Net income
$305,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.4$0.17$20.3$3.01$2.70$0.31
2023Detailed filing. Detailed filing data is available for this year.$19.3$0.19$19.1$2.95$2.40$0.55
2022Detailed filing. Detailed filing data is available for this year.$18.0$0.11$17.9$1.91$2.01$0.11
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.18$21.1$1.18$0.76$0.42
2020Detailed filing. Detailed filing data is available for this year.$17.1$0.35$16.8$3.19$1.67$1.52
2019Detailed filing. Detailed filing data is available for this year.$15.6$0.73$14.9$4.69$1.77$2.92
2018Detailed filing. Detailed filing data is available for this year.$11.9$0.61$11.3$1.63$1.67$0.04
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.35$10.4$1.57$1.89$0.32
2016Detailed filing. Detailed filing data is available for this year.$9.92$0.40$9.53$1.74$1.89$0.15
2015Detailed filing. Detailed filing data is available for this year.$9.37$0.24$9.14$1.53$1.92$0.39
2014Detailed filing. Detailed filing data is available for this year.$9.84$0.25$9.60$1.59$1.87$0.28
2013Summary only. Only limited summary data is available for this year.$9.34$0.28$9.06$1.87$1.91$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.90$0.29$8.61$1.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.33$11.3$2.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$4,257,268
Mission and Program Overview

Mission

To engage,educate, and excite the people of our community through the performance and continual discovery of symphonic music.

The Monterey Symphony produces and presents concerts at the Sunset Center and Forest Theater in Carmel as well as Sherwood Hall in Salinas. Concerts showcase well known works, as well as lesser known works. The Symphony typically commissions one new work each year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,303,066$11,636,257▲ $333,191
Cash and Non-Interest-Bearing Accounts$252,511$251,280▼ $1,231
Prepaid Expenses and Deferred Charges$58,371$34,613▼ $23,758
Land, Buildings, and Equipment, Net$18,624$16,907▼ $1,717
Pledges and Grants Receivable$2,285$0▼ $2,285
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$19,274,284$20,434,173▲ $1,159,889
Other Assets Total$7,639,427$8,495,116▲ $855,689
Liabilities
Deferred Revenue$124,068$108,513▼ $15,555
Accounts Payable and Accrued Expenses$20,526$35,711▲ $15,185
Other Liabilities$47,363$22,206▼ $25,157
Total Liabilities$191,957$166,430▼ $25,527
Net Assets / Fund Balance
Net Assets With Donor Restrictions$17,748,657$19,551,995▲ $1,803,338
Net Assets Without Donor Restrictions$1,333,670$715,748▼ $617,922
Total Net Assets Fund Balance$19,082,327$20,267,743▲ $1,185,416
Total Liabilities and Net Assets / Fund Balance$19,274,284$20,434,173▲ $1,159,889

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,549$601,165$614,714
Other Land Buildings$1,842$60,815$62,657
Leasehold Improvements$1,516$13,673$15,189
Other Assets Org$8,245,504--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$11,521,589-▲ $1,277,048$933,976$11,864,661
2022$12,363,408-▲ $964,296$1,806,115$11,521,589
2021$14,277,245-▼ $1,481,837$432,000$12,363,408
2020$11,388,563$270,195▲ $3,018,487$400,000$14,277,245
2019$4,606,311$6,712,025▲ $205,227$135,000$11,388,563
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicola ReillyExecutive DirectorFT$227,105$22,955$250,060
Noemi VeraOperations DirectorFT$85,000-$85,000

Board Members and Trustees

NameTitle
Charles SchimmelPresident
Maureen SandersVice President
Alan MasonDirector
Brenda MurdockDirector
David ZachesDirector
Diane MallDirector
Elizabeth LymanDirector
Jeryl AbelmannDirector
Lee RosenDirector
Martin WolfDirector
Mollie HedgesDirector
Noelle MicekDirector
Pinkie TerryDirector
Susan BreenDirector
William SharpeDirector
Bruce LindseyImm Past Pres
Susan BrittonResigned 2/24
Jeffrey WallaceSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Jayce OgrenMusic DirectorPO BOX 7130, Carmel By The Sea, CA 93921$125,004
Sunset CenterVenueSAN CARLOS AT NINTH AVE, Carmel By The Sea, CA 93921$118,197
Revenue and Support

Revenue Composition

Contributions and Grants
$1,368,240
Program Service Revenue
$326,466
Investment Income
$1,296,994
Other Revenue
$17,658
All Other Contributions
$1,368,240
Change in Net Assets
$305,428

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,979,212
Revenue Not Reported on Financial Statements
$30,146
Revenue Not Reported on Form 990
$891,940
Total Revenue per Audited Statements
$3,871,152
Total Revenue per Form 990
$3,009,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,461,234
Other Expenses$1,242,696
Total Fundraising Expense$165,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$757,400$115,470$90,516$963,386
Current Officers, Directors, Trustees, and Key Employees$104,978$157,467-$262,445
Fees for Services Other$159,722$30,910-$190,632
Advertising$159,387--$159,387
Travel$99,088$33,029-$132,117
Other Employee Benefits$36,527$58,358-$94,885
Payroll Taxes$51,036$34,843-$85,879
Occupancy$45,810$15,271-$61,081
Information Technology$23,500$36,602-$60,102
Pension Plan Contributions$47,791$6,848-$54,639
Other Expenses$47,812$5,992$73,186$47,812
Office Expenses$90$43,628-$43,718
All Other Expenses$1,200$29,489$2,214$32,903
Insurance$18,723$13,256-$31,979
Fees for Service Investment Mgmnt Fees-$30,143-$30,143
Fees for Services Accounting-$24,060-$24,060
Depreciation Depletion-$6,951-$6,951
Fees for Services Legal-$2,812-$2,812
Total Functional Expenses$1,892,885$645,129$165,916$2,703,930

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,703,930
Total Expenses per Audited Statements$2,685,736
Expenses per Audited Statements$2,673,784
Expenses Not Reported on Financial Statements$30,146
Expenses Not Reported on Form 990$11,952
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,610
Fundraising Direct Expenses$11,952
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event$29,610$29,610$11,952$17,658
Total Events$29,610$29,610$11,952$17,658
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Payable$22,206
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Board reviews the 990 along with the acceptance of the audit or review for each fiscal year.”

Form 990, Part VI, Section B, Line 12C

“The Board review the conflict of interest policy at the beginning of each fiscal year.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the President & CEO is reviewed annually by the Personnel committee. Comp salary ranges are acquired from other non-profits and Symphony orchestras; the entire Board votes on the compensation package of the President & CEO.”

Form 990, Part VI, Section B, Line 15B

“Senior staff are evaluted annually in May and their compensation package is included in the next year's budget, which is approved by the Board. The Personnel committee reviews the suggested compensation, which comes from comp salary studies”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Monterey County Symphony Assoc Inc
EIN
94-1584123
Phone
8316468511
Address
PO BOX 7130, CARMELBYTHESEA, CA 93921

Signing Officer

Name
Nicola Reilly
Title
President & CEO
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicola Reilly
Formed
1965
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
232
Volunteers
25

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“All of the endowment funds, classified as permanently restricted net assets, represent donor contributions which are sunbject to restrictions of gift instruments requiring that the principal be invested in perpetuity. By law, the symphony is permitted to transfers earnings to unrestricted net assets.”

Part X : FIN48 Footnote

“The Symphony has adopted the provisions related to accounting for uncertainty in income taxes, which defines a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The Symphony's management has considered its tax positions and believes that all of the positions taken by the Symphony in its federal and state tax returns are more likely than not to be sustained upon examination.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“special event expenses $11952”

Part XII, Line 2D: Other expenses and losses per audited F/S

“special event expense $11952”

Raw XML AppendixShowing 400 of 675 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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