Sacramento Philharmonic & Opera Foundation

990PF • Fiscal year 2017 • EIN 94-6140932

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization Profile

333 University Avenue Suite 200Sacramento, CA 95825

(916) 563-7138

Siviq Scores

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

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

-20290%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

-7.3%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

-75%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$261,432

Down $20,684 (-7.3%) from 2016

Net Assets

Down

$261,420

Down $20,096 (-7.1%) from 2016

Liabilities

Down

$12

Down $588 (-98%) from 2016

Revenue And Expenses

Liabilities / Revenue84th percentile Net Margin1st percentile

Revenue

Down

$99

Down $300 (-75%) from 2016

Expenses

Down

$20,186

Down $899 (-4.3%) from 2016

Net Income

-$20,087

Up $599 (+2.9%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2017

Assets$261,432

Liabilities$12

Net Assets$261,420

Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

Highlighted filing

2017

Revenue$99

Expenses$20,186

Net Income-$20,087

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Nov 10, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RICHARD BOJE	President	-	$0	-	-
THOMAS ENGEL	Director	-	$0	-	-
ROBERT GAINES	Director	-	$0	-	-
RUSSELL GODT	Director	-	$0	-	-
ROBERT HENLEY	Secretary	-	$0	-	-
DAVID LINDGREN	Director	-	$0	-	-
DAVID MOTES	Treasurer	-	$0	-	-
LAURIE NELSON	Director	-	$0	-	-
STEPHEN MEYERS	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Sacramento Philharmonic Orchestra Founda
EIN: 94-6140932
Phone: 9165637138
Address: 333 UNIVERSITY AVENUE SUITE 200, SACRAMENTO, CA 95825

Signing Officer

Name: David R Motes
Title: Treasurer
Phone: 9165637138
Signed: 2017-11-10
Discuss with paid preparer: Yes

Preparer

Firm: David R Motes CPA
Address: 333 UNIVERSITY AVENUE SUITE 200, SACRAMENTO, CA 95825
Preparer: David R Motes CPA
Phone: 9165637138

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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	5	DIRECTOR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	20000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.423325
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	20000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	20000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	20000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DAVID R MOTES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	333 UNIVERSITY AVENUE SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SACRAMENTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	95825
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9165637138
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	OPERATING GRANT TO SUPPORT SYMPHONIC MUSIC AND OPERA IN THE SACRAMENTO METROPOLITAN REGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SACRAMENTO REGION PERFORMING ARTS ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1030 15TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	95814
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	20000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	14235
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	14235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	5643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	87247
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	98655
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	5765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	5643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	87247
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	20000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	5765
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	98655
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	92890
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	9
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	166
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	20
TaxesSchedule/TaxesDetail/CategoryTxt	0	FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID R MOTES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9165637138
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O DAVID R MOTES
ReturnHeader/Filer/BusinessNameControlTxt	0	SACR
ReturnHeader/Filer/EIN	0	946140932
ReturnHeader/Filer/PhoneNum	0	9165637138
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	333 UNIVERSITY AVENUE SUITE 200
ReturnHeader/Filer/USAddress/CityNm	0	SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	95825
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	6546B4BB049B75B9C0D3009B6ADE9DCACC7EE535
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	6546B4BB049B75B9C0D3009B6ADE9DCACC7EE535
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	50.250.177.29
ReturnHeader/FilingSecurityInformation/IPDt	0	2017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	PS
ReturnHeader/FilingSecurityInformation/IPTm	0	11:24:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	830442131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DAVID R MOTES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	333 UNIVERSITY AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	95825
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9165637138
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID R MOTES CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2017-11-10T13:29:11-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $261,432
Liabilities: $12
Net assets: $261,420
Revenue: $99
Expenses: $20,186
Net income: -$20,087

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.34	$0.00	$3.34	$0.94	$0.13	$0.81
2023Detailed filing. Detailed filing data is available for this year.	$2.12	$0.00	$2.12	$0.87	$0.06	$0.81
2022Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.21	$0.03	$0.17
2021Detailed filing. Detailed filing data is available for this year.	$1.15	$0.01	$1.14	$0.86	$0.02	$0.84
2020Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15	$0.00	$0.06	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$0.24	$0.00	$0.24	$0.00	$0.02	$0.02
2017Detailed filing. Detailed filing data is available for this year.	$0.26	$0.00	$0.26	$0.00	$0.02	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$0.28	$0.00	$0.28	$0.00	$0.02	$0.02
2015Summary only. Only limited summary data is available for this year.	$0.30	$0.00		$0.38	$0.10	$0.28
2014Summary only. Only limited summary data is available for this year.	$0.02	$0.00	$0.02	$0.00	$0.03	$0.03
2013Summary only. Only limited summary data is available for this year.	$0.05	$0.00	$0.05	$0.07	$0.41	$0.34
2012Summary only. Only limited summary data is available for this year.	$0.43	$0.00	$0.43	$0.01	$0.38	$0.37
2011Summary only. Only limited summary data is available for this year.	$0.80	$0.00	$0.80	$0.08	$0.13	$0.05