Civic Intelligence

Fallbrook Music Society Inc.

990 • Fiscal year 2013 • EIN 95-3274842

Jun 01, 2012 to May 31, 2013 • Filed on Jan 07, 2014

Organization ProfileWWW.FALLBROOKMUSICSOCIETY.ORG
PO Box 34092088-0340
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.03x

Higher debt load relative to assets than 43% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

62nd percentile

6.9%

Faster asset growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$989,511

Up $63,938 (+6.9%) from 2012

Net Assets

Up

$962,100

Up $40,923 (+4.4%) from 2012

Liabilities

Up

$27,411

Up $23,015 (+524%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$299,473

Up $36,594 (+14%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,056,837Liabilities 2011: $20,715Net Assets 2011: $1,036,1222011Assets 2012: $925,573Liabilities 2012: $4,396Net Assets 2012: $921,1772012Assets 2013: $989,511Liabilities 2013: $27,411Net Assets 2013: $962,1002013Assets 2014: $936,866Liabilities 2014: $107Net Assets 2014: $936,7592014Assets 2015: $923,102Liabilities 2015: $0Net Assets 2015: $923,1022015Assets 2016: $809,269Liabilities 2016: $0Net Assets 2016: $809,2692016Assets 2017: $885,185Liabilities 2017: $0Net Assets 2017: $885,1852017Assets 2018: $1,011,043Liabilities 2018: $0Net Assets 2018: $1,011,0432018Assets 2019: $1,036,642Liabilities 2019: $0Net Assets 2019: $1,036,6422019Assets 2020: $1,162,425Liabilities 2020: $0Net Assets 2020: $1,162,4252020Assets 2021: $1,380,653Liabilities 2021: $0Net Assets 2021: $1,380,6532021Assets 2022: $316,892Net Assets 2022: $316,8922022Assets 2023: $324,617Liabilities 2023: $02023Assets 2024: $365,451Net Assets 2024: $365,4512024

Highlighted filing

2013

Assets$989,511
Liabilities$27,411
Net Assets$962,100
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2011: $275,340Expenses 2011: $250,731Net Income 2011: $24,6092011Revenue 2012: $301,146Expenses 2012: $262,879Net Income 2012: $38,2672012Expenses 2013: $299,4732013Revenue 2014: $127,886Expenses 2014: $299,988Net Income 2014: -$172,1022014Revenue 2015: $176,423Expenses 2015: $181,415Net Income 2015: -$4,9922015Revenue 2016: $69,573Expenses 2016: $127,460Net Income 2016: -$57,8872016Revenue 2017: $108,803Expenses 2017: $44,589Net Income 2017: $64,2142017Revenue 2018: $120,741Expenses 2018: $45,743Net Income 2018: $74,9982018Revenue 2019: $51,210Expenses 2019: $66,107Net Income 2019: -$14,8972019Revenue 2020: $120,787Expenses 2020: $59,889Net Income 2020: $60,8982020Revenue 2021: $66,321Expenses 2021: $56,469Net Income 2021: $9,8522021Revenue 2022: $91,859Expenses 2022: $80,940Net Income 2022: $10,9192022Revenue 2023: $112,523Expenses 2023: $92,666Net Income 2023: $19,8572023Revenue 2024: $143,491Expenses 2024: $144,994Net Income 2024: -$1,5032024

Highlighted filing

2013

Revenue-
Expenses$299,473
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Jan 7, 2014
Return Version
2012v2.3
Gross Receipts
$371,619
Mission and Program Overview

Mission

Provide free music programs to the public; music programs and education to fallbrook and bonsall area school children.

Major Activities

Activity 2
The organization provided music programs for fallbrook and bonsall area kindergarten thru 12th grade school students, including performances, materials and educational services.
Filing and Contact Details

Filer

EIN
95-3274842
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IRS990ScheduleO/GeneralExplanation/Explanation0ALL OFFICERS AND BOARD MEMBERS ARE VOLUNTEERS. CONCERTS AND SPECIAL EVENTS ARE STAFFED PRIMARILY BY VOLUNTEERS.
IRS990ScheduleO/GeneralExplanation/Explanation1COMMITTEE WILL BE ASSIGNED TO REVIEW FORM 990 FOR ACCURACY AND COMPREHENSIVENESS THEN PRESENT THE RETURN TO THE BOARD OF DIRECTORS FOR APPROVAL AT OFFICAL BOARD MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE DIRECTORS OF THE FALLBROOK MUSIC SOCIETY (FMS) OWE A DUTY OF LOYALTY TO THE ORGANIZATION WHICH REQUIRES THAT IN SERVING FMS THEY ACT, NOT IN THEIR PERSONAL INTEREST OR IN THE INTERESTS OF OTHERS, BUT RATHER SOLELY IN THE INTERESTS OF FMS. DIRECTORS MUST HAVE UNDIVIDED ALLEGIANCE TO FMS MISSION AND MAY NOT USE THEIR POSITIONS AS DIRECTORS, INFORMATION THEY HAVE ABOUT FMS, OR FALLBROOK MUSIC SOCIETY'S PROPERTY IN A MANNER THAT ALLOWS THEM TO SECURE A PECUNIARY BENEFIT FOR THEMSELVES OR THEIR RELATIVES. THE CONDUCT OF PERSONAL BUSINESS BETWEEN ANY DIRECTOR AND FMS IS PROHIBITED. BUSINESS TRANSACTIONS OF FMS IN WHICH A DIRECTOR HAS AN INTEREST SHALL NOT BE PROHIBITED, BUT THEY SHALL BE SUBJECT TO CLOSE SCRUTINY. SUCH PROPOSED TRANSACTIONS SHALL BE REVIEWED CAREFULLY TO DETERMINE THAT THEY ARE IN THE BEST INTERESTS OF FMS AND THAT THEY WILL NOT LEAD TO CONFLICT OF INTEREST. FOR THE PURPOSE OF THIS POLICY, A DIRECTOR HAS AN INTEREST IN A PROPOSED TRANSACTION IF HE/SHE HAS A SUBSTANTIAL FINANCIAL INTEREST IN ANY ORGANIZATION INVOLVED IN THE PROPOSED TRANSACTION, OR HOLDS A POSITION AS TRUSTEE, DIRECTOR, GENERAL MANAGER, OR PRINCIPAL OFFICER IN ANY SUCH ORGANIZATION. PRIOR TO THE START OF ANY NEGOTIATIONS OR CONSIDERATION OF A GRANT REQUEST BY THE ORGANIZATION, DIRECTORS WILL MAKE FULL DISCLOSURE TO THE BEST OF THEIR KNOWLEDGE OF ANY DUAL INTEREST IN A PROPOSED TRANSACTION BY SUBMITTING A REPORT TO THE PRESIDENT OR OTHER OFFICER DESIGNATED BY THE BOARD TO HANDLE SUCH MATTERS, SUPPLYING ANY REASONS WHY THE TRANSACTION MIGHT NOT BE IN THE BEST INTEREST OF FMS. IN MATTERS REQUIRING PRIOR APPROVAL OF THE BOARD OF DIRECTORS, THE PRESIDENT OR OTHER OFFICER SHALL FORWARD COPIES OF THIS DISCLOSURE REPORT TO THLE BOARD BEFORE ITS APPROVAL. A DIRECTOR WITH A DUAL INTEREST IN A PROPOSED TRANSACTION SHALL NOT VOTE ON THE MATTER AND, DEPENDING UPON THE CIRCUMSTANCES, MAY BE EXCLUDED FROM ANY DISCUSSION OF THE MATTER. A DIRECTOR SHALL NOT USE INSIDE INFORMATION OF FMS FOR HIS/HER PERSONAL BENEFIT OR USE SUCH INSIDE INFORMATION OF HIS/HER POSITION AS DIRECTOR TO THE DETRIMENT OF FMS. INSIDE INFORMATION IS INFORMATION OBTAINED THROUGH THE DIRECTOR'S POSITION THAT HAS NOT BECOME PUBLIC INFORMATION. EACH DIRECTOR HAS A DUTY TO PLACE THE INTERESTS OF FMS FOREMOST IN ANY DEALINGS INVOLVING THE ORGANIZATION AND HAS A CONTINUING RESPONSIBILITY TO COMPLY WITH THE REQUIREMENTS OF THE POLICY. ON AN ANNUAL BASIS, EACH DIRECTOR IS REQUIRED TO COMPLETE A DIRECTOR DISCLOSURE STATEMENT.
IRS990ScheduleO/GeneralExplanation/Explanation3FORM 990 AND ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4THEATER RENTAL 8,154 0 0 SOUND & LIGHTS 5,940 0 0 AFTER CONCERT DINNERS 4,419 0 0 RENTAL OF TABLES & CHAIRS 4,090 0 0 CREDIT CARD FEES 2,189 0 0 FOOD 2,023 0 0 HOUSING - ORCHESTRA 1,999 0 0 TELEPHONE 0 1,809 0 PAYROLL SERVICE FEE 0 1,216 0 REFRESHMENT 774 0 0 SANITATION 746 0 0 TRANSPORTATION 520 0 0 FILING FEES & TAXES 0 417 0 SECURITY 360 0 0 INTERNET TICKET FEES 196 0 0 MEMBERSHIPS 0 75 0 BANK FEES 0 18 0
IRS990ScheduleO/GeneralExplanation/Explanation5UNREALIZED LOSS - LEGACY ENDOWMENT 22,477 UNREALIZED LOSS - LEGACY AGENCY FUND 4,904
IRS990ScheduleO/GeneralExplanation/Identifier0EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier3GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER CHANGES IN NET ASSETS EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART IX, LINE 24E
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 9
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0true
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10111 S MAIN AVE
IRS990/TheBooksAreInCareOf/AddressUS/City0FALLBROOK
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode092028
IRS990/TheBooksAreInCareOf/NamePerson0RICHARD LEVERING
IRS990/TheBooksAreInCareOf/TelephoneNumber07604518644
IRS990/TotalAssets/BOY0925573

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$989,511
Liabilities
$27,411
Net assets
$962,100
Revenue
-
Expenses
$299,473
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.14$0.14$0.00
2023Summary only. Only limited summary data is available for this year.$0.32$0.00$0.11$0.09$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.32$0.09$0.08$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.07$0.06$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.12$0.06$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.12$0.05$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.11$0.04$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.07$0.13$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.18$0.18$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.13$0.30$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.03$0.96$0.30
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.92$0.30$0.26$0.04
2011Summary only. Only limited summary data is available for this year.$1.06$0.02$1.04$0.28$0.25$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $500k-$1M nonprofits