Civic Intelligence

Villa Sinfonia Foundation

990 • Fiscal year 2016 • EIN 94-3211883

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 02, 2017

32 Mountain Spring AvenueSan Francisco, CA 94114-2118

(415) 661-3782

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$24,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-5.0%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$120,248

Up $36,654 (+44%) from 2015

Net Assets

Up

$120,248

Up $36,654 (+44%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$245,446

Down $12,854 (-5.0%) from 2015

Expenses

Up

$208,792

Up $4,095 (+2.0%) from 2015

Net Income

Down

$36,654

Down $16,949 (-32%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $30,370Liabilities 2011: $02011Assets 2012: $44,385Liabilities 2012: $02012Assets 2013: $48,480Liabilities 2013: $02013Assets 2014: $29,991Liabilities 2014: $0Net Assets 2014: $29,9912014Assets 2015: $83,594Liabilities 2015: $0Net Assets 2015: $83,5942015Assets 2016: $120,248Liabilities 2016: $0Net Assets 2016: $120,2482016Assets 2017: $89,334Liabilities 2017: $0Net Assets 2017: $89,3342017Assets 2018: $90,595Liabilities 2018: $0Net Assets 2018: $90,5952018Assets 2019: $113,384Liabilities 2019: $0Net Assets 2019: $113,3842019Assets 2020: $117,144Liabilities 2020: $0Net Assets 2020: $117,1442020Assets 2021: $177,825Liabilities 2021: $0Net Assets 2021: $177,8252021Assets 2022: $259,009Liabilities 2022: $0Net Assets 2022: $259,0092022Assets 2023: $261,913Liabilities 2023: $0Net Assets 2023: $261,9132023Assets 2024: $250,926Liabilities 2024: $0Net Assets 2024: $250,9262024

Highlighted filing

2016

Assets$120,248
Liabilities$0
Net Assets$120,248

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $155,500Expenses 2011: $139,869Net Income 2011: $15,6312011Revenue 2012: $180,436Expenses 2012: $166,421Net Income 2012: $14,0152012Revenue 2013: $189,744Expenses 2013: $185,649Net Income 2013: $4,0952013Revenue 2014: $226,061Expenses 2014: $244,550Net Income 2014: -$18,4892014Revenue 2015: $258,300Expenses 2015: $204,697Net Income 2015: $53,6032015Revenue 2016: $245,446Expenses 2016: $208,792Net Income 2016: $36,6542016Revenue 2017: $215,157Expenses 2017: $246,071Net Income 2017: -$30,9142017Revenue 2018: $223,423Expenses 2018: $222,162Net Income 2018: $1,2612018Revenue 2019: $232,315Expenses 2019: $209,526Net Income 2019: $22,7892019Revenue 2020: $119,302Expenses 2020: $115,542Net Income 2020: $3,7602020Revenue 2021: $193,540Expenses 2021: $132,859Net Income 2021: $60,6812021Revenue 2022: $273,737Expenses 2022: $192,553Net Income 2022: $81,1842022Revenue 2023: $220,620Expenses 2023: $217,716Net Income 2023: $2,9042023Revenue 2024: $221,239Expenses 2024: $232,226Net Income 2024: -$10,9872024

Highlighted filing

2016

Revenue$245,446
Expenses$208,792
Net Income$36,654
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$245,446
Mission and Program Overview

Mission

The organization is dedicated to developing string musicians of all ages and abilities, through the performance of chamber music and chamber orchestra music, assisted and coached by music professionals

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$83,594$120,248▲ $36,654
Total Assets$83,594$120,248▲ $36,654
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$83,594$120,248▲ $36,654
Total Net Assets Fund Balance$83,594$120,248▲ $36,654
Total Liabilities and Net Assets / Fund Balance$83,594$120,248▲ $36,654
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lynn OakleyPresidentPT$24,000$24,000
Carol RiceVice PresidentPT$16,800$16,800
Roy OakleyTreasurer and Music DirectPT$11,200$11,200
Janet HaddoxSecretary-$1,200$1,200

Board Members and Trustees

NameTitle
David DobrinenBoard Member
David NeumanBoard Member
Jared DoumaniBoard Member
Julie SmolinBoard Member
Lindsay CrisswellBoard Member
Qing DarakandandaBoard Member
Roland FellerBoard Member
Susan PenneyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$89,453
Program Service Revenue
$155,993
Investment Income
$0
Other Revenue
$0
All Other Contributions
$89,453
Change in Net Assets
$36,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,592
Salaries, Compensation, and Employee Benefits$66,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$53,200--$53,200
Fees for Services Other$34,506--$34,506
Other Salaries and Wages$13,000--$13,000
All Other Expenses$10,826$310-$11,136
Office Expenses-$6,198-$6,198
Other Expenses$3,744$2,024-$5,768
Fees for Services Management-$2,173-$2,173
Fees for Services Accounting-$575-$575
Total Functional Expenses$197,512$11,280$0$208,792
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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

Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's management and by a member of the board of directors. This group of individuals then discusses the contents of the return with the outside tax professional. After a full review (with modifications where necessary), the final version of the tax return is provided to all members of the organization's voting body on their request. An officer signs and mails the return to the department of the treasury.

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

The board of directors reviews all potential conflicts of interest at least annually. All personnel and board members are required to disclose potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Section B, Line 15

The board of directors reviews the compensation of all high-level personnel annually in accordance with irs rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with irs guidelines and the organization's policies and procedures.

Form 990, Part VI, Section C, Line 18

All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public at the organization's office in san francisco, ca

Form 990, Part VI, Section C, Line 19

All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public at the organization's office in san francisco, ca

Filing and Contact Details

Filer

Filer Name
Villa Sinfonia Foundation
EIN
94-3211883
Phone
4156613782
Address
32 MOUNTAIN SPRING AVENUE, SAN FRANCISCO, CA 94114-2118

Signing Officer

Name
Roy Oakley
Title
Treasurer
Phone
4156613782
Signed
2017-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roy Oakley
Formed
1975
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Wilson Markle Stuckey Hardesty & Bott
Address
101 LARKSPUR LANDING CIRCLE 200, LARKSPUR, CA 94939-1750
Preparer
David M Bott
Phone
4159251120
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Musicians and camp staff: program service expenses 34,506. Management and general expenses 0. Fundraising expenses 0. Total expenses 34,506.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0705874
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0385623
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt089453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0100005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0116003
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042474
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0385623
IRS990ScheduleA/TotalSupportAmt0385623
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND BY A MEMBER OF THE BOARD OF DIRECTORS. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY ON THEIR REQUEST. AN OFFICER SIGNS AND MAILS THE RETURN TO THE DEPARTMENT OF THE TREASURY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL ANNUALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGAL FILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGAL FILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUSICIANS AND CAMP STAFF: PROGRAM SERVICE EXPENSES 34,506. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,506.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0197512
IRS990/TotalFunctionalExpensesGrp/TotalAmt0208792
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalProgramServiceRevenueAmt0155993
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IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum04156613782
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-02
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ReturnHeader/Filer/PhoneNum04156613782
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ReturnHeader/FilingSecurityInformation/IPDt02017-10-02
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ReturnHeader/FilingSecurityInformation/IPTm013:00:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263789391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILSON MARKLE STUCKEY HARDESTY & BOTT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 LARKSPUR LANDING CIRCLE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949391750
ReturnHeader/PreparerPersonGrp/PhoneNum04159251120
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M BOTT
ReturnHeader/ReturnTs02017-11-06T13:48:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$2.21$2.32$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$2.21$2.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$2.74$1.93$0.81
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.94$1.33$0.61
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.19$1.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$2.32$2.10$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$2.23$2.22$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$2.15$2.46$0.31
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.45$2.09$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$2.58$2.05$0.54
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$2.26$2.45$0.18
2013Summary only. Only limited summary data is available for this year.$0.48$0.00$1.90$1.86$0.04
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$1.80$1.66$0.14
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$1.56$1.40$0.16