Civic Intelligence

Lake County Symphony Association Inc.

990EZ • Fiscal year 2015 • EIN 94-2577725

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 25, 2016

P O Box 974Lakeport, CA 95453

(707) 263-9017

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Flat

$87,858

Flat from 2015

Net Assets

$87,858

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$66,102

Flat from 2015

Expenses

Flat

$56,660

Flat from 2015

Net Income

Flat

$9,442

Flat from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $79,088Liabilities 2011: $02011Assets 2012: $81,050Liabilities 2012: $02012Assets 2013: $78,146Liabilities 2013: $02013Assets 2014: $78,416Net Assets 2014: $78,4162014Assets 2015: $87,858Net Assets 2015: $87,8582015Assets 2015: $87,858Liabilities 2015: $02015Assets 2016: $96,473Net Assets 2016: $96,4732016Assets 2017: $100,880Net Assets 2017: $100,8802017Assets 2018: $114,195Net Assets 2018: $114,1952018Assets 2019: $117,962Net Assets 2019: $117,9622019Assets 2020: $125,291Net Assets 2020: $125,2912020Assets 2021: $543,358Liabilities 2021: $0Net Assets 2021: $543,3582021Assets 2022: $696,105Liabilities 2022: $0Net Assets 2022: $696,1052022Assets 2023: $715,837Liabilities 2023: $2,393Net Assets 2023: $713,4442023Assets 2024: $729,614Liabilities 2024: $0Net Assets 2024: $729,6142024

Highlighted filing

2015

Assets$87,858
Liabilities-
Net Assets$87,858

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $58,368Expenses 2011: $47,349Net Income 2011: $11,0192011Revenue 2012: $50,110Expenses 2012: $48,148Net Income 2012: $1,9622012Revenue 2013: $50,418Expenses 2013: $53,322Net Income 2013: -$2,9042013Revenue 2014: $54,025Expenses 2014: $53,875Net Income 2014: $1502014Revenue 2015: $66,102Expenses 2015: $56,660Net Income 2015: $9,4422015Revenue 2015: $66,102Expenses 2015: $56,660Net Income 2015: $9,4422015Revenue 2016: $63,160Expenses 2016: $54,548Net Income 2016: $8,6122016Revenue 2017: $60,732Expenses 2017: $56,325Net Income 2017: $4,4072017Revenue 2018: $80,091Expenses 2018: $66,777Net Income 2018: $13,3142018Revenue 2019: $66,783Expenses 2019: $63,016Net Income 2019: $3,7672019Revenue 2020: $30,702Expenses 2020: $23,373Net Income 2020: $7,3292020Revenue 2021: $464,295Expenses 2021: $46,228Net Income 2021: $418,0672021Revenue 2022: $238,283Expenses 2022: $85,536Net Income 2022: $152,7472022Revenue 2023: $108,600Expenses 2023: $91,261Net Income 2023: $17,3392023Revenue 2024: $114,856Expenses 2024: $98,686Net Income 2024: $16,1702024

Highlighted filing

2015

Revenue$66,102
Expenses$56,660
Net Income$9,442
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$76,389
Mission and Program Overview

Mission

To provide lake county with classical music through the community orchestra, youth orchestra, and provide scholarships for students.

To provide lake county with classical music, support the community orchestra, youth orchestra, and provide scholarships for students.

Program Services

DescriptionGrantsExpenses
SUPPORT THE COMMUNITY SYMPHONY ORCHESTRA USING LOCAL MUSICIANS TO PROVIDE CONCERTS TO LAKE COUNTY.-$48,254
PROVIDE A YOUTH ORCHESTRA WITH WEEKLY PRACTICE, CULMINATING IN CONCERTS, BOTH PRESENTED WITH THE SYMPHONY AND AN ANNUAL CONCERT ON IT'S OWN. PROVIDE SCHOLARSHIPS FOR STUDENTS WHO PLAY WITH THE SYMPHONY ORCHESTRA AND ASSIST DESERVING STUDENTS WITH MUSIC INSTRUCTION. PROVIDE A STRINGED INSTRUMENT CLASS FROM GRANT MONIES - FREE WEEKLY INSTRUCTION FOR STUDENTS.-$8,406
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLIE SCHLEYPresident-$0--
DAVID VELASQUEZVice-Pres-$0--
GREG BUSHTA2nd VP-$0--
LYNNE BRUNERTreasurer-$0--
KIM D'ALBASecretary-$0--
CONN MURRAYDirector-$0--
ANDI SKELTONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winefest$17,263$17,263$10,287$6,976
Total Events$17,263$17,263$10,287$6,976
Filing and Contact Details

Filer

Filer Name
Lake County Symphony
EIN
94-2577725
Phone
7072639017
Address
P O BOX 974, LAKEPORT, CA 95453

Signing Officer

Name
Lynne Bruner
Title
Treasurer
Phone
7072639017
Signed
2016-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Peggy C Campbell CPA
Address
401 NORTH MAIN STREET, LAKEPORT, CA 95453
Preparer
Peggy C Campbell CPA
Phone
7072639017
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 3,527 ad posting expense 250 website 205 office expenses 88 dues, subs taxes 200 insurance 3,112 storage & rent 1,870 accounting 200 advertising commission 1,071 special event expense 481 credit card fees 329 conductor and concert ms 9,800 guest musicians 16,085 performance arrangements 3,883 orchestra expenses 2,836 fundraising expense 750 youth music conductor 1,480 youth music supplies 152 youth string class 2,610 youth music other 1,291 scholarships 2,873 total 53,093

Form 990-ez, Part II, Line 24

Instruments and equipment 30,886 30,886 orchestra chairs 6,378 6,378 xyolophone 3,518 3,518 shelving 724 724 stands (30) and 2 dollies 0 1,847 total 41,506 43,353

Form 990-ez, Part III

To provide lake county with classical music, support the community orchestra, youth orchestra, and provide scholarships for students.

Form 990-ez, Part III, Line 29

Provide a youth orchestra with weekly practice, culminating in concerts, both presented with the symphony and an annual concert on it's own. Provide scholarships for students who play with the symphony orchestra and assist deserving students with music instruction. Provide a stringed instrument class from grant monies - free weekly instruction for students.

Raw XML Appendix166 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/BooksInCareOfDetail/USAddress/CityNm0LAKEPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095453
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLIE SCHLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID VELASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG BUSHTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNNE BRUNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM D'ALBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CONN MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDI SKELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt041506
IRS990EZ/OtherAssetsTotalDetail/EOYAmt043353
IRS990EZ/OtherExpensesTotalAmt053093
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE LAKE COUNTY WITH CLASSICAL MUSIC, SUPPORT THE COMMUNITY ORCHESTRA, YOUTH ORCHESTRA, AND PROVIDE SCHOLARSHIPS FOR STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt03567
IRS990EZ/ProgramServiceRevenueAmt018277
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT THE COMMUNITY SYMPHONY ORCHESTRA USING LOCAL MUSICIANS TO PROVIDE CONCERTS TO LAKE COUNTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE A YOUTH ORCHESTRA WITH WEEKLY PRACTICE, CULMINATING IN CONCERTS, BOTH PRESENTED WITH THE SYMPHONY AND AN ANNUAL CONCERT ON IT'S OWN. PROVIDE SCHOLARSHIPS FOR STUDENTS WHO PLAY WITH THE SYMPHONY ORCHESTRA AND ASSIST DESERVING STUDENTS WITH MUSIC INSTRUCTION. PROVIDE A STRINGED INSTRUMENT CLASS FROM GRANT MONIES - FREE WEEKLY INSTRUCTION FOR STUDENTS.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CLEARLAKEPERFORMINGARTS.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031226
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99610
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040711
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031226
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IRS990ScheduleA/TotalSupportAmt0146442
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINEFEST
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017263
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010287
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 3,527 AD POSTING EXPENSE 250 WEBSITE 205 OFFICE EXPENSES 88 DUES, SUBS TAXES 200 INSURANCE 3,112 STORAGE & RENT 1,870 ACCOUNTING 200 ADVERTISING COMMISSION 1,071 SPECIAL EVENT EXPENSE 481 CREDIT CARD FEES 329 CONDUCTOR AND CONCERT MS 9,800 GUEST MUSICIANS 16,085 PERFORMANCE ARRANGEMENTS 3,883 ORCHESTRA EXPENSES 2,836 FUNDRAISING EXPENSE 750 YOUTH MUSIC CONDUCTOR 1,480 YOUTH MUSIC SUPPLIES 152 YOUTH STRING CLASS 2,610 YOUTH MUSIC OTHER 1,291 SCHOLARSHIPS 2,873 TOTAL 53,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSTRUMENTS AND EQUIPMENT 30,886 30,886 ORCHESTRA CHAIRS 6,378 6,378 XYOLOPHONE 3,518 3,518 SHELVING 724 724 STANDS (30) AND 2 DOLLIES 0 1,847 TOTAL 41,506 43,353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE LAKE COUNTY WITH CLASSICAL MUSIC, SUPPORT THE COMMUNITY ORCHESTRA, YOUTH ORCHESTRA, AND PROVIDE SCHOLARSHIPS FOR STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE A YOUTH ORCHESTRA WITH WEEKLY PRACTICE, CULMINATING IN CONCERTS, BOTH PRESENTED WITH THE SYMPHONY AND AN ANNUAL CONCERT ON IT'S OWN. PROVIDE SCHOLARSHIPS FOR STUDENTS WHO PLAY WITH THE SYMPHONY ORCHESTRA AND ASSIST DESERVING STUDENTS WITH MUSIC INSTRUCTION. PROVIDE A STRINGED INSTRUMENT CLASS FROM GRANT MONIES - FREE WEEKLY INSTRUCTION FOR STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE BRUNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07072639017
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE COUNTY SYMPHONY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0942577725
ReturnHeader/Filer/PhoneNum07072639017
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 974
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095453
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680401737
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 NORTH MAIN STREET
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095453
ReturnHeader/PreparerPersonGrp/PhoneNum07072639017
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PEGGY C CAMPBELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-26T10:53:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$1.15$0.99$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.02$7.13$1.09$0.91$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$0.00$6.96$2.38$0.86$1.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$4.64$0.46$4.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$1.25$0.31$0.23$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.67$0.63$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$1.14$0.80$0.67$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$1.01$0.61$0.56$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.96$0.63$0.55$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.66$0.57$0.09
2015Summary only. Only limited summary data is available for this year.$0.88$0.00$0.66$0.57$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.54$0.54$0.00
2013Summary only. Only limited summary data is available for this year.$0.78$0.00$0.50$0.53$0.03
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.50$0.48$0.02
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$0.58$0.47$0.11