Civic Intelligence

Sequoia Symphony Orchestra

EIN 94-6109305 • 501(c)3 • Visalia, CA

Profile

The mission of the Sequoia Symphony Orchestra is to provide a symphony orchestra to Tulare County, to promote and foster appreciation of symphonic music, to further adult participation in creative music activity, and to promote the education and development of young musicians.

208 W Main Street DVisalia, CA 93291

www.sequoiasymphonyorchestra.com

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.08x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.15x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-41%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M 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

7th percentile

-24%

Faster asset growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$981,555

Up $28,613 (+3.0%) from 2024

Liabilities

Down

$91,107

Down $419 (-0.5%) from 2024

Net Assets

Up

$890,448

Up $29,032 (+3.4%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin8th percentile

Revenue

Up

$754,551

Up $190,941 (+34%) from 2024

Expenses

Down

$724,094

Down $61,760 (-7.9%) from 2024

Net Income

Up

$30,457

Up $252,701 (+114%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $308,500Liabilities 2012: $9,684Net Assets 2012: $298,8162012Assets 2013: $434,470Liabilities 2013: $20,562Net Assets 2013: $413,9082013Assets 2014: $538,186Liabilities 2014: $140,160Net Assets 2014: $398,0262014Assets 2015: $516,368Liabilities 2015: $119,009Net Assets 2015: $397,3592015Assets 2016: $590,252Liabilities 2016: $119,501Net Assets 2016: $470,7512016Assets 2017: $500,543Liabilities 2017: $711Net Assets 2017: $499,8322017Assets 2018: $452,268Liabilities 2018: $532Net Assets 2018: $451,7362018Assets 2019: $450,152Liabilities 2019: $2,307Net Assets 2019: $447,8452019Assets 2020: $549,695Liabilities 2020: $56,252Net Assets 2020: $493,4432020Assets 2021: $1,518,774Liabilities 2021: $57,125Net Assets 2021: $1,461,6492021Assets 2022: $1,538,529Liabilities 2022: $124,072Net Assets 2022: $1,414,4572022Assets 2023: $1,167,550Liabilities 2023: $94,631Net Assets 2023: $1,072,9192023Assets 2024: $952,942Liabilities 2024: $91,526Net Assets 2024: $861,4162024Assets 2025: $981,555Liabilities 2025: $91,107Net Assets 2025: $890,4482025

Highlighted filing

2025

Assets$981,555
Liabilities$91,107
Net Assets$890,448
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $528,548Expenses 2012: $396,979Net Income 2012: $131,5692012Revenue 2013: $636,257Expenses 2013: $521,165Net Income 2013: $115,0922013Revenue 2014: $489,345Expenses 2014: $505,227Net Income 2014: -$15,8822014Revenue 2015: $543,066Expenses 2015: $543,733Net Income 2015: -$6672015Revenue 2016: $583,593Expenses 2016: $557,571Net Income 2016: $26,0222016Revenue 2017: $603,606Expenses 2017: $574,525Net Income 2017: $29,0812017Revenue 2018: $534,149Expenses 2018: $582,245Net Income 2018: -$48,0962018Revenue 2019: $591,297Expenses 2019: $595,188Net Income 2019: -$3,8912019Revenue 2020: $616,339Expenses 2020: $570,741Net Income 2020: $45,5982020Revenue 2021: $453,046Expenses 2021: $378,378Net Income 2021: $74,6682021Revenue 2022: $732,199Expenses 2022: $778,752Net Income 2022: -$46,5532022Revenue 2023: $630,899Expenses 2023: $887,839Net Income 2023: -$256,9402023Revenue 2024: $563,610Expenses 2024: $785,854Net Income 2024: -$222,2442024Revenue 2025: $754,551Expenses 2025: $724,094Net Income 2025: $30,4572025

Highlighted filing

2025

Revenue$754,551
Expenses$724,094
Net Income$30,457
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$981,555
Liabilities
$91,107
Net assets
$890,448
Revenue
$754,551
Expenses
$724,094
Net income
$30,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.98$0.09$0.89$0.75$0.72$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.09$0.86$0.56$0.79$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.09$1.07$0.63$0.89$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.12$1.41$0.73$0.78$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.06$1.46$0.45$0.38$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.06$0.49$0.62$0.57$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.59$0.60$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.53$0.58$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.60$0.57$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.12$0.47$0.58$0.56$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.12$0.40$0.54$0.54$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.14$0.40$0.49$0.51$0.02
2013Summary only. Only limited summary data is available for this year.$0.43$0.02$0.41$0.64$0.52$0.12
2012Summary only. Only limited summary data is available for this year.$0.31$0.01$0.30$0.53$0.40$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.2
Gross Receipts
$754,551
Mission and Program Overview

Mission

PERFORM SYMPHONIC MUSIC

The mission of the Sequoia Symphony Orchestra is to provide a symphony orchestra to Tulare County, to promote and foster appreciation of symphonic music, to further adult participation in creative music activity, and to promote the education and development of young musicians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$130,550$153,714▲ $23,164
Land, Buildings, and Equipment, Net$83,634$83,635▲ $1
Savings and Temporary Cash Investments$11$0▼ $11
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$952,942$981,555▲ $28,613
Other Assets Total$738,747$744,206▲ $5,459
Liabilities
Other Liabilities$4,226$47,820▲ $43,594
Deferred Revenue$44,230$43,375▼ $855
Unsecured Notes Loans Payable$43,070--
Accounts Payable and Accrued Expenses-$-88-
Total Liabilities$91,526$91,107▼ $419
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$665,386$695,845▲ $30,459
Net Assets With Donor Restrictions$196,030$194,603▼ $1,427
Total Net Assets Fund Balance$861,416$890,448▲ $29,032
Total Liabilities and Net Assets / Fund Balance$952,942$981,555▲ $28,613

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$54,525$65,446$119,971
Equipment$29,110$53,136$82,246
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Louise GutierrezOrchestra ManagerFT$58,644$58,644

Board Members and Trustees

NameTitle
Florence KabotPresident
Alex PeltzerVice President
Bonnie PrestonVice President
Barry SommerDirector
Bob BrownDirector
Brenda LightfootDirector
Carmella RentonDirector
Lauren FarrisDirector
Nicole TudorDirector
Philip C BourdetteDirector
Rob FoxDirector
Sam LoganDirector
Susan WintersDirector
Maxton VieiraEx Officio
Sally WilliamsEx Officio
Wayne WundramEx Officio
Donna OrozcoSecretary
John R ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,000
Program Service Revenue
$194,550
Investment Income
$0
Other Revenue
$530,001
All Other Contributions
$30,000
Change in Net Assets
$30,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$496,628
Salaries, Compensation, and Employee Benefits$227,466
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$147,058$64,017-$211,075
Other Salaries and Wages$138,115$69,594-$207,709
Other Expenses$52,393--$52,393
Advertising$24,075--$24,075
Payroll Taxes$19,757--$19,757
Insurance$8,557--$8,557
Office Expenses-$5,785-$5,785
Fees for Services Accounting-$3,609-$3,609
Total Functional Expenses$581,089$143,005$0$724,094
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$332,796
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$332,796$332,796-$332,796
Total Events$332,796$332,796-$332,796
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
SBA-Payroll Protection Program$43,070
Payroll Taxes$4,749
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

“The By-Laws may be amended or repealed and new bylaws adopted, by a majority vote of the Board at any properly called meeting where a quorum is present. However, approval of the voting members is also required for any amendment or for new bylaws that would: A) Materially and adversely affect the members' rights as to voting or dissolution;B) Effect an exchange, reclassification, or cancellation of all or part of the memberships;C) Authorize a new class membership;D) Change the number of authorized directors;E) Change from fixed numbers of directors to a variable number of directors, or vice versa;F) Increase or extend the terms of directors;G) Allow any director to hold office by designation or selection rather than by election by the members.H) Increase the quorum from members' meetings; orI) Repeal, restrict, create, expand, or otherwise change proxy rights.All proposed bylaw amendments or new bylaws must be sent to all directors and/or members eligible to vote on such amendments or new bylaws at least ten (10) days prior to the meeting at which the amendments or new bylaws will be discussed and voted on (or at least 10 days prior to the deadline for returning any ballot if approval is requested pursuant to written ballot).”

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

“Two to three Board Members are asked to review the Tax Return as prepared by the TaxPreparer and make corrections based on their knowledge of the operation. Once theBoard Members responsible for review are satisfied with the Tax Return, the return is reviewed at a meeting of the Board of Directors and if found acceptable is approved for submission to the IRS and State Franchise Tax Board. If further corrections are identified, those corrections are made and reviewed by the President of the Board of Directors.”

Form 990, Part VI, Section C, Line 18

“Available upon Request”

Form 990, Part VI, Section C, Line 19

“Available upon Request”

Form 990, Part VI, Line 6 - Explanation of Classes of Members or Share

“Season Ticket Holders, Orchestra Members or anyone that has contributed a sum greater than $275.00”

Filing and Contact Details

Filer

Filer Name
Sequoia Symphony Orchestra
EIN
94-6109305
Phone
5597328600
Address
208 W Main Street D, Visalia, CA 93291

Signing Officer

Name
Florence Kabot
Title
President
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
154
Volunteers
30

Preparer

Firm
Rita Richmond
Address
808 W Main Street Suite E, Visalia, CA 93291
Preparer
Rita Richmond
Phone
5597411900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Annual Retreat & Meetings: Column (A) - Total = $160; Column (B) - Program Services = $0; Column (C) - Management & General = $160; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Bank Charges: Column (A) - Total = $10717; Column (B) - Program Services = $0; Column (C) - Management & General = $10717; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Community Support: Column (A) - Total = $300; Column (B) - Program Services = $0; Column (C) - Management & General = $300; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Concert Master: Column (A) - Total = $7600; Column (B) - Program Services = $7600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Concert Programs: Column (A) - Total = $3814; Column (B) - Program Services = $3814; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Concert Recording: Column (A) - Total = $5350; Column (B) - Program Services = $5350; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Conferences/Education: Column (A) - Total = $2880; Column (B) - Program Services = $0; Column (C) - Management & General = $2880; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Dues & Subscriptions: Column (A) - Total = $6205; Column (B) - Program Services = $0; Column (C) - Management & General = $6205; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Equipment Rental: Column (A) - Total = $35160; Column (B) - Program Services = $35160; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Executive Director Expenses: Column (A) - Total = $23473; Column (B) - Program Services = $0; Column (C) - Management & General = $23473; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Fundraising Expenses: Column (A) - Total = $13400; Column (B) - Program Services = $13400; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Guest Artists: Column (A) - Total = $24300; Column (B) - Program Services = $24300; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Guest Conductor: Column (A) - Total = $1168; Column (B) - Program Services = $1168; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Housing Musicians: Column (A) - Total = $1000; Column (B) - Program Services = $1000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Medical Insurance Reimbursemen: Column (A) - Total = $4500; Column (B) - Program Services = $0; Column (C) - Management & General = $4500; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Miscellaneous Expense: Column (A) - Total = $108; Column (B) - Program Services = $0; Column (C) - Management & General = $108; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Msic Director Expense Reimb.: Column (A) - Total = $2106; Column (B) - Program Services = $2106; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Music Library: Column (A) - Total = $430; Column (B) - Program Services = $430; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Music Rental: Column (A) - Total = $2858; Column (B) - Program Services = $2858; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Musician Meals: Column (A) - Total = $1817; Column (B) - Program Services = $1817; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Office Rent: Column (A) - Total = $11700; Column (B) - Program Services = $0; Column (C) - Management & General = $11700; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Permits & Govt. Fees: Column (A) - Total = $93; Column (B) - Program Services = $93; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Postage and Shipping: Column (A) - Total = $1080; Column (B) - Program Services = $110; Column (C) - Management & General = $970; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Production: Column (A) - Total = $32822; Column (B) - Program Services = $32822; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Telephone: Column (A) - Total = $3004; Column (B) - Program Services = $0; Column (C) - Management & General = $3004; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Ticketing: Column (A) - Total = $8463; Column (B) - Program Services = $8463; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Travel : Column (A) - Total = $6567; Column (B) - Program Services = $6567; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part XI, Line 9

“Misc Deductions to correct fund balance = -$1425”

Raw XML AppendixShowing 400 of 608 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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