Civic Intelligence

South Valley Symphony Association Inc.

990EZ • Fiscal year 2017 • EIN 94-2634549

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 26, 2018

PO Box 1347Gilroy, CA 95021

(408) 427-7781

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$19,450

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 31.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$21,856

Down $410 (-1.8%) from 2016

Net Assets

Down

$21,856

Down $410 (-1.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$61,456

Up $5,713 (+10%) from 2016

Expenses

Up

$61,866

Up $1,957 (+3.3%) from 2016

Net Income

Up

-$410

Up $3,756 (+90%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $13,466Liabilities 2011: $02011Assets 2012: $13,593Liabilities 2012: $02012Assets 2014: $24,785Liabilities 2014: $02014Assets 2015: $26,432Liabilities 2015: $02015Assets 2016: $22,266Net Assets 2016: $22,2662016Assets 2017: $21,856Net Assets 2017: $21,8562017Assets 2018: $14,154Liabilities 2018: $02018Assets 2019: $18,156Net Assets 2019: $18,1562019Assets 2020: $14,299Net Assets 2020: $14,2992020Assets 2021: $38,689Net Assets 2021: $38,6892021Assets 2022: $44,248Net Assets 2022: $44,2482022Assets 2023: $51,259Liabilities 2023: $02023Assets 2024: $48,922Liabilities 2024: $02024Assets 2025: $77,375Net Assets 2025: $77,3752025

Highlighted filing

2017

Assets$21,856
Liabilities-
Net Assets$21,856

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $35,389Expenses 2011: $27,061Net Income 2011: $8,3282011Revenue 2012: $36,820Expenses 2012: $36,692Net Income 2012: $1282012Revenue 2014: $70,670Expenses 2014: $60,486Net Income 2014: $10,1842014Revenue 2015: $57,644Expenses 2015: $55,997Net Income 2015: $1,6472015Revenue 2016: $55,743Expenses 2016: $59,909Net Income 2016: -$4,1662016Revenue 2017: $61,456Expenses 2017: $61,866Net Income 2017: -$4102017Revenue 2018: $72,899Expenses 2018: $80,601Net Income 2018: -$7,7022018Revenue 2019: $80,165Expenses 2019: $76,163Net Income 2019: $4,0022019Revenue 2020: $58,534Expenses 2020: $62,391Net Income 2020: -$3,8572020Revenue 2021: $56,120Expenses 2021: $31,730Net Income 2021: $24,3902021Revenue 2022: $63,024Expenses 2022: $57,465Net Income 2022: $5,5592022Revenue 2023: $78,793Expenses 2023: $71,782Net Income 2023: $7,0112023Revenue 2024: $72,057Expenses 2024: $74,394Net Income 2024: -$2,3372024Revenue 2025: $97,091Expenses 2025: $68,638Net Income 2025: $28,4532025

Highlighted filing

2017

Revenue$61,456
Expenses$61,866
Net Income-$410
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 26, 2018
Return Version
2016v3.0
Gross Receipts
$61,456
Mission and Program Overview

Mission

South Valley Symphony is a non-profit, volunteer community orchestra,dedicated to providing orchestral opportunities for local musicians, educational support/mentoring to students in music programs in South Bay school districts and performing four classical/pops concerts annually for the enjoyment and enrichment of audiences of diverse ages and cultures in South Santa Clara County and neighboring communities in San Benito County with free admittance to SVS concerts for all children in grades K-12 and college students with valid ID.

Program Services

DescriptionGrantsExpenses
During the year, South Valley Symphony Association provided orchestral opportunities for local musicians, provided educational support/mentoring to students in music programs in South Bay school districts and performed four classical/pops concerts for the enjoyment and enrichment of audiences of diverse ages and cultures in South Santa Clara County and neighboring communities in San Benito County with free admittance to SVS concerts for all children in grades K-12 and college students with valid ID$61,866-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY QUARTUCCIOMusic Director & CON-$19,450-$19,450
MARTY CHEEKDirector-$0--
CHRISTINE HOPWOODTreasurer-$0--
LYNN LOCKHARTPresident-$0--
LUCIE VOGELDirector-$0--
STAN SALAHDirector-$0--
STEPHANIE WEMUSADirector-$0--
MAGGIE ALEXANDERDirector-$0--
JOSE RUBIODirector-$0--
JEFF CHAMBERSDirector-$0--
TAMARA HOPWOODDirector-$0--
Filing and Contact Details

Filer

Filer Name
South Valley Symphony Association Inc
EIN
94-2634549
Phone
4084277781
Address
PO BOX 1347, GILROY, CA 95021

Signing Officer

Name
Christine Hopwood
Title
Treasurer
Signed
2018-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Blaettler Accountancy
Address
7881 Church Street Suite B, Gilroy, CA 95020
Preparer
John Blaettler
Phone
4088482730
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1407

Other Expenses.1012

Insurance $1224

Other Expenses.1

CONCERTS $30277

Other Expenses.2

EVENT EXPENSES $3214

Other Expenses.3

STORAGE $2220

Other Expenses.4

Dues & subscriptions $560

Other Expenses.5

Bank & credit card fees $556

Other Expenses.6

Porchfest gilroy expenses $462

Other Expenses.7

LICENSES & PERMITS $398

Other Expenses.8

CONTRIBUTIONS $250

Other Expenses.9

POSTAGE $226

Other Expenses.10

MEETING EXPENSE $225

Other Expenses.11

SUPPLIES $97

Other Expenses.12

BOARD EXPENSES $55

Raw XML Appendix206 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/TitleTxt3Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONCERTS $30277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSES $3214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STORAGE $2220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBSCRIPTIONS $560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK & CREDIT CARD FEES $556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PORCHFEST GILROY EXPENSES $462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LICENSES & PERMITS $398
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10POSTAGE $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEETING EXPENSE $225
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ReturnHeader/ReturnTs02018-03-26T11:22:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.4$77.4$97.1$68.6$28.5
2024Summary only. Only limited summary data is available for this year.$48.9$0.00$72.1$74.4$2.34
2023Summary only. Only limited summary data is available for this year.$51.3$0.00$78.8$71.8$7.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.2$44.2$63.0$57.5$5.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.7$38.7$56.1$31.7$24.4
2020Detailed filing. Detailed filing data is available for this year.$14.3$14.3$58.5$62.4$3.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$18.2$80.2$76.2$4.00
2018Summary only. Only limited summary data is available for this year.$14.2$0.00$72.9$80.6$7.70
2017Detailed filing. Detailed filing data is available for this year.$21.9$21.9$61.5$61.9$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$22.3$55.7$59.9$4.17
2015Summary only. Only limited summary data is available for this year.$26.4$0.00$57.6$56.0$1.65
2014Summary only. Only limited summary data is available for this year.$24.8$0.00$70.7$60.5$10.2
2012Summary only. Only limited summary data is available for this year.$13.6$0.00$36.8$36.7$0.13
2011Summary only. Only limited summary data is available for this year.$13.5$0.00$35.4$27.1$8.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits