Civic Intelligence

Ukiah Symphony Association

990EZ • Fiscal year 2022 • EIN 94-2855997

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 01, 2022

Organization Profileukiahsymphony.org
PO Box 892Ukiah, CA 95482

(707) 510-1793

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

52nd percentile

6.1%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

62nd percentile

9.5%

Faster asset growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

119%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$30,081

Up $2,611 (+9.5%) from 2021

Net Assets

Up

$29,556

Up $3,140 (+12%) from 2021

Liabilities

Down

$525

Down $529 (-50%) from 2021

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin52nd percentile

Revenue

Up

$51,196

Up $27,848 (+119%) from 2021

Expenses

Up

$48,056

Up $40,515 (+537%) from 2021

Net Income

Down

$3,140

Down $12,667 (-80%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$60K$40K$20K$0Assets 2014: $22,062Liabilities 2014: $02014Assets 2015: $24,093Net Assets 2015: $24,0932015Assets 2016: $22,018Net Assets 2016: $22,0182016Assets 2017: $13,704Net Assets 2017: $13,7042017Assets 2018: $13,825Net Assets 2018: $13,8252018Assets 2019: $13,942Liabilities 2019: $02019Assets 2020: $21,466Liabilities 2020: $0Net Assets 2020: $21,4662020Assets 2021: $27,470Liabilities 2021: $1,054Net Assets 2021: $26,4162021Assets 2022: $30,081Liabilities 2022: $525Net Assets 2022: $29,5562022Assets 2023: $15,301Liabilities 2023: $519Net Assets 2023: $14,7822023Assets 2024: $42,823Liabilities 2024: $0Net Assets 2024: $42,8232024Assets 2025: $51,722Liabilities 2025: $0Net Assets 2025: $51,7222025

Highlighted filing

2022

Assets$30,081
Liabilities$525
Net Assets$29,556
Open 2022 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0-$50KRevenue 2014: $76,303Expenses 2014: $91,474Net Income 2014: -$15,1712014Revenue 2015: $91,610Expenses 2015: $89,579Net Income 2015: $2,0312015Revenue 2016: $93,535Expenses 2016: $95,610Net Income 2016: -$2,0752016Revenue 2017: $90,217Expenses 2017: $98,531Net Income 2017: -$8,3142017Revenue 2018: $86,188Expenses 2018: $86,067Net Income 2018: $1212018Revenue 2019: $77,648Expenses 2019: $77,531Net Income 2019: $1172019Revenue 2020: $42,580Expenses 2020: $35,056Net Income 2020: $7,5242020Revenue 2021: $23,348Expenses 2021: $7,541Net Income 2021: $15,8072021Revenue 2022: $51,196Expenses 2022: $48,056Net Income 2022: $3,1402022Revenue 2023: $63,370Expenses 2023: $78,144Net Income 2023: -$14,7742023Revenue 2024: $86,229Expenses 2024: $58,188Net Income 2024: $28,0412024Revenue 2025: $86,232Expenses 2025: $77,333Net Income 2025: $8,8992025

Highlighted filing

2022

Revenue$51,196
Expenses$48,056
Net Income$3,140
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 1, 2022
Return Version
2021v4.2
Gross Receipts
$51,196
Mission and Program Overview

Mission

Provide symphony concerts to the community.

Provide community symphony concerts

Program Services

DescriptionGrantsExpenses
Provided symphony concerts to the greater Ukiah, CA area. During the current fiscal year 6 concerts were presented benefiting over 1200 attendees.$1,700$10,878
Promotes the public interest in the symphonic arts performing free concerts solely for the communits youth. Giving children the opportunity to play instruments with professionals.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thelma Jean CraigPresident-$0--
Elizabeth AikenSecretary-$0--
Phillip LenbergOrchestra Music DirectorPT$0--
Chatnaree UptonTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ukiah Symphony Association
EIN
94-2855997
Address
PO BOX 892, Ukiah, CA 95482

Signing Officer

Name
Thelma Jean Craig
Title
President
Phone
7075101793
Signed
2022-09-01
Discuss with paid preparer
No

Preparer

Firm
rebel Tax & Insurance Solutions
Address
2920 Sandestin Drive, Reno, NV 89523
Preparer
Jon Larrea
Phone
7754151776
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBartenders 15Other expenses 1,780Insurance 2,148QGiv Fees 70Storage unit 479Processing fees 9Concert streaming 900”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCurrent liabilities 1,054 525”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Thelma Jean Craig
IRS990EZ/BooksInCareOfDetail/PhoneNum07075101793
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 892
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ukiah
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095482
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027470
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030081
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022905
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03140
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025857
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027470
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030081
IRS990EZ/FundraisingGrossIncomeAmt01479
IRS990EZ/GrossReceiptsAmt051196
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010975
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026416
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029556
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026416
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029556
IRS990EZ/OccupancyRentUtltsAndMaintAmt090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/PersonNm0Thelma Jean Craig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elizabeth Aiken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Phillip Lenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chatnaree Upton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Orchestra Music Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05401
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide community symphony concerts
IRS990EZ/PrintingPublicationsPostageAmt05674
IRS990EZ/ProgramServiceRevenueAmt015818
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided symphony concerts to the greater Ukiah, CA area. During the current fiscal year 6 concerts were presented benefiting over 1200 attendees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Promotes the public interest in the symphonic arts performing free concerts solely for the communits youth. Giving children the opportunity to play instruments with professionals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010878
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011034
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt01479
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01054
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0525
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048056
IRS990EZ/TotalProgramServiceExpensesAmt010878
IRS990EZ/TotalRevenueAmt051196
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0ukiahsymphony.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0171111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0164
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96070
IRS990ScheduleA/PublicSupportPY170Pct00.99030
IRS990ScheduleA/PublicSupportTotal170Amt0164537
IRS990ScheduleA/SubstantialContributorsTotAmt06574
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041545
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041464
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0171111
IRS990ScheduleA/TotalSupportAmt0171275
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBartenders 15Other expenses 1,780Insurance 2,148QGiv Fees 70Storage unit 479Processing fees 9Concert streaming 900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearCurrent liabilities 1,054 525
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Thelma Jean Craig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07075101793
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ukiah Symphony Association
ReturnHeader/Filer/BusinessNameControlTxt0UKIA
ReturnHeader/Filer/EIN0942855997
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 892
ReturnHeader/Filer/USAddress/CityNm0Ukiah
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095482
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0834354037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0rebel Tax & Insurance Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02920 Sandestin Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Reno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089523
ReturnHeader/PreparerPersonGrp/PhoneNum07754151776
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon Larrea
ReturnHeader/ReturnTs02022-09-02T12:15:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thelma Jean
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Craig
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,081
Liabilities
$525
Net assets
$29,556
Revenue
$51,196
Expenses
$48,056
Net income
$3,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$86.2$77.3$8.90
2024Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$86.2$58.2$28.0
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.52$14.8$63.4$78.1$14.8
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.53$29.6$51.2$48.1$3.14
2021Detailed filing. Detailed filing data is available for this year.$27.5$1.05$26.4$23.3$7.54$15.8
2020Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$42.6$35.1$7.52
2019Summary only. Only limited summary data is available for this year.$13.9$0.00$77.6$77.5$0.12
2018Detailed filing. Detailed filing data is available for this year.$13.8$13.8$86.2$86.1$0.12
2017Detailed filing. Detailed filing data is available for this year.$13.7$13.7$90.2$98.5$8.31
2016Detailed filing. Detailed filing data is available for this year.$22.0$22.0$93.5$95.6$2.08
2015Detailed filing. Detailed filing data is available for this year.$24.1$24.1$91.6$89.6$2.03
2014Summary only. Only limited summary data is available for this year.$22.1$0.00$76.3$91.5$15.2