Civic Intelligence

Rio Hondo Symphony Association

990 • Fiscal year 2019 • EIN 95-6096748

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 11, 2020

PO Box 495Whittier, CA 90608

(562) 698-8626

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

35th percentile

-5.4%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$498,825

Down $28,386 (-5.4%) from 2018

Net Assets

Down

$496,085

Down $28,389 (-5.4%) from 2018

Liabilities

Up

$2,740

Up $3 (+0.1%) from 2018

Revenue

Down

$131,521

Down $65,403 (-33%) from 2018

Expenses

Down

$159,910

Down $2,908 (-1.8%) from 2018

Net Income

Down

-$28,389

Down $62,495 (-183%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $458,322Liabilities 2011: $5592011Assets 2012: $529,923Liabilities 2012: $3Net Assets 2012: $529,9202012Assets 2013: $555,117Liabilities 2013: $21Net Assets 2013: $555,0962013Assets 2014: $603,168Liabilities 2014: $347Net Assets 2014: $602,8212014Assets 2015: $579,582Liabilities 2015: $1,427Net Assets 2015: $578,1552015Assets 2016: $528,609Liabilities 2016: $726Net Assets 2016: $527,8832016Assets 2017: $490,386Liabilities 2017: $18Net Assets 2017: $490,3682017Assets 2018: $527,211Liabilities 2018: $2,737Net Assets 2018: $524,4742018Assets 2019: $498,825Liabilities 2019: $2,740Net Assets 2019: $496,0852019Assets 2020: $633,907Liabilities 2020: $2,738Net Assets 2020: $631,1692020Assets 2021: $715,079Liabilities 2021: $50Net Assets 2021: $715,0292021Assets 2022: $682,964Liabilities 2022: $50Net Assets 2022: $682,9142022Assets 2023: $584,078Liabilities 2023: $4,382Net Assets 2023: $579,6962023Assets 2024: $612,624Liabilities 2024: $2,697Net Assets 2024: $609,9272024Assets 2025: $628,673Liabilities 2025: $2,697Net Assets 2025: $625,9762025

Highlighted filing

2019

Assets$498,825
Liabilities$2,740
Net Assets$496,085

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $191,596Expenses 2011: $205,350Net Income 2011: -$13,7542011Revenue 2012: $197,126Expenses 2012: $173,321Net Income 2012: $23,8052012Revenue 2013: $204,940Expenses 2013: $186,852Net Income 2013: $18,0882013Revenue 2014: $214,638Expenses 2014: $188,307Net Income 2014: $26,3312014Revenue 2015: $184,784Expenses 2015: $170,247Net Income 2015: $14,5372015Revenue 2016: $158,184Expenses 2016: $198,331Net Income 2016: -$40,1472016Revenue 2017: $154,864Expenses 2017: $196,026Net Income 2017: -$41,1622017Revenue 2018: $196,924Expenses 2018: $162,818Net Income 2018: $34,1062018Revenue 2019: $131,521Expenses 2019: $159,910Net Income 2019: -$28,3892019Revenue 2020: $299,241Expenses 2020: $164,157Net Income 2020: $135,0842020Revenue 2021: $76,910Expenses 2021: $55,000Net Income 2021: $21,9102021Revenue 2022: $93,268Expenses 2022: $78,540Net Income 2022: $14,7282022Revenue 2023: $63,919Expenses 2023: $163,752Net Income 2023: -$99,8332023Revenue 2024: $139,225Expenses 2024: $125,496Net Income 2024: $13,7292024Revenue 2025: $165,176Expenses 2025: $151,598Net Income 2025: $13,5782025

Highlighted filing

2019

Revenue$131,521
Expenses$159,910
Net Income-$28,389
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 11, 2020
Return Version
2018v3.2
Gross Receipts
$149,727
Mission and Program Overview

Mission

The mission of the Rio Hondo Symphony Association is to enrich the cultural life of the community it serves through admission-free concerts, to expand the musical knowledge of youth and adults, and to provide an outlet for the talents of musicians in the greater Southern California area through the performance of symphonic music.

Provide music appreciation and education in the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$430,662$440,938▲ $10,276
Cash and Non-Interest-Bearing Accounts$95,078$57,057▼ $38,021
Land, Buildings, and Equipment, Net$1,248$582▼ $666
Prepaid Expenses and Deferred Charges$248$248→ $0
Pledges and Grants Receivable$-25--
Total Assets$527,211$498,825▼ $28,386
Liabilities
Accounts Payable and Accrued Expenses$2,737$2,740▲ $3
Total Liabilities$2,737$2,740▲ $3
Net Assets / Fund Balance
Permanently Rstr Net Assets$430,662$440,938▲ $10,276
Unrestricted Net Assets$93,812$55,147▼ $38,665
Total Net Assets Fund Balance$524,474$496,085▼ $28,389
Total Liabilities and Net Assets / Fund Balance$527,211$498,825▼ $28,386

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$582$2,747$3,329

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$430,662$7,000▲ $24,809$21,533$440,938
2017$423,216$10,850▲ $17,446$20,850$430,662
2016$434,262$1,250▲ $29,443$41,713$423,216
2015$439,518$8,300▲ $8,420$21,976$434,262
2014$459,234$1,250▲ $1,995$22,962$439,517
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fred ZermenoPresident
Maria Elena AlvarezPresident
Carolyn McfarlandDirector
Charlotte BorstDirector
Dorothy CarrasDirector
Elizabeth LauritsenDirector
Leighton AndersonDirector
Maggie MoeDirector
Mary HerreraDirector
Matt GonzalesDirector
Nick TeelDirector
Sandra MolinaDirector
Agnes Szekely SchwartzOrchestra Re
Maurice MeysenburgPast Preside
Brigitta WegerSecretary
Joan Meister EverettSecretary
Charles M BarthTreasurer
Madeline ShapiroVice Preside
Eveline YingVP Hospitali
Norma CasfordVP Hospitali
Ruth HuffVP Membershi
Diana JimenezVP Ways & Me
Revenue and Support

Revenue Composition

Contributions and Grants
$106,068
Program Service Revenue
$250
Investment Income
$24,824
Other Revenue
$379
All Other Contributions
$84,323
Change in Net Assets
$-28,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,279
Salaries, Compensation, and Employee Benefits$35,131
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$21,928$11,807-$33,735
All Other Expenses$16,987$2,460-$19,447
Office Expenses$5,215$2,809-$8,024
Occupancy$3,838$2,067-$5,905
Insurance$4,252$691-$4,943
Other Expenses$4,900--$4,900
Information Technology$2,485$1,338-$3,823
Grants to Domestic Individuals$2,500--$2,500
Payroll Taxes$907$489-$1,396
Depreciation Depletion$666--$666
Total Functional Expenses$138,249$21,661$0$159,910
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,206
Fundraising Gross Income$13,710
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 2

Charles barth lou anne barth treasurer manager husband and wife

Form 990, Page 6, Part VI, Line 6

Any person is eligible to become a member of the association by joining and paying annual membership fee.

Form 990, Page 6, Part VI, Line 11B

Each member of the board of directors was provided a complete copy of form 990 and asked for written comments before the return was filed.

Form 990, Page 6, Part VI, Line 12C

Board members receive, sign and return a conflict of interest policy statement each year.

Form 990, Page 6, Part VI, Line 19

Documents are available at the organization's office upon request.

Filing and Contact Details

Filer

Filer Name
Whittier Regional Symphony
EIN
95-6096748
Phone
5626988626
Address
PO BOX 495, WHITTIER, CA 90608

Signing Officer

Name
Charles M Barth
Title
Treasurer
Phone
5626988626
Signed
2020-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Zermeno
Formed
1957
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
2
Volunteers
70

Preparer

Firm
Miller Giangrande Llp
Address
915 W IMPERIAL HWY STE 110, BREA, CA 92821
Preparer
Michael B Becher
Phone
7144942200
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the whittier regional symphony is to enrich the cultural life of the community it serves through admission-free concerts, to expand the musical knowledge of youth and adults, and to provide an outlet for the talents of musicians in the greater southern california area through the performance of symphonic music.

Form 990, Page 2, Part III, Line 4D

The association offers four programs per year of symphonic music to the general population free of charge. In addition the association has a children's concert program to introduce local school children to music appreciation, as well as programs supporting instrumental music education in the schools. The association also conducts an annual young artist competition which provides scholarships to top performers. Young artist competition winners are invited back to perform as soloists with the symphony.

Form 990, Part IX, Line 24E

Facility rental 4,200 0 0 contractors 3,041 0 0 credit card fees 1,287 693 0 bulk mail 1,186 638 0 postage and shipping 1,145 0 0 payroll services 1,126 0 0 young artists expense 1,013 0 0 publicity 951 0 0 dues 545 293 0 music rental 762 0 0 computer software 435 235 0 supplies 400 215 0 email services 382 206 0 organizational expenses 215 116 0 public relation 180 0 0 post office box 53 29 0 state tax filing fee 32 18 0 misc. 31 16 0 bank charge 3 1 0 total 16,987 2,460 0

Financial Statement Notes

Schedule D, Page 4, Part XIII

The intended use of the endowment funds is to provide ongoing financial support to the association by periodic transfers of assets to the use of the association.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP HOSPITALI
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP HOSPITALI
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP MEMBERSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP WAYS & ME
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20ORCHESTRA RE
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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IRS990/MissionDesc0THE MISSION OF THE WHITTIER REGIONAL SYMPHONY IS TO ENRICH THE CULTURAL LIFE OF THE COMMUNITY IT SERVES THROUGH ADMISSION-FREE CONCERTS, TO EXPAND THE MUSICAL KNOWLEDGE OF YOUTH AND ADULTS, AND TO PROVIDE AN OUTLET FOR THE TALENTS OF MUSICIANS IN THE GREATER SOUTHERN CALIFORNIA AREA THROUGH THE PERFORMANCE OF SYMPHONIC MUSIC.
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IRS990/OtherExpensesGrp/Desc1COGS
IRS990/OtherExpensesGrp/Desc2EDUCATION INSTRUCTORS
IRS990/OtherExpensesGrp/Desc3CONCERT SOLOIST
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IRS990/OtherExpensesGrp/ProgramServicesAmt26840
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0489
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IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0250
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ASSOCIATION OFFERS FOUR PROGRAMS PER YEAR OF SYMPHONIC MUSIC TO THE GENERAL POPULATION FREE OF CHARGE. IN ADDITION THE ASSOCIATION HAS A CHILDREN'S CONCERT PROGRAM TO INTRODUCE LOCAL SCHOOL CHILDREN TO MUSIC APPRECIATION, AS WELL AS PROGRAMS SUPPORTING INSTRUMENTAL MUSIC EDUCATION IN THE SCHOOLS. THE ASSOCIATION ALSO CONDUCTS AN ANNUAL YOUNG ARTIST COMPETITION WHICH PROVIDES SCHOLARSHIPS TO TOP PERFORMERS. YOUNG ARTIST COMPETITION WINNERS ARE INVITED BACK TO PERFORM AS SOLOISTS WITH THE SYMPHONY.
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IRS990/PYProgramServiceRevenueAmt0850
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt041648
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.29$0.03$6.26$1.65$1.52$0.14
2024Detailed filing. Detailed filing data is available for this year.$6.13$0.03$6.10$1.39$1.25$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.84$0.04$5.80$0.64$1.64$1.00
2022Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.93$0.79$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.77$0.55$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.34$0.03$6.31$2.99$1.64$1.35
2019Detailed filing. Detailed filing data is available for this year.$4.99$0.03$4.96$1.32$1.60$0.28
2018Summary only. Only limited summary data is available for this year.$5.27$0.03$5.24$1.97$1.63$0.34
2017Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$1.55$1.96$0.41
2016Detailed filing. Detailed filing data is available for this year.$5.29$0.01$5.28$1.58$1.98$0.40
2015Detailed filing. Detailed filing data is available for this year.$5.80$0.01$5.78$1.85$1.70$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$2.15$1.88$0.26
2013Summary only. Only limited summary data is available for this year.$5.55$0.00$5.55$2.05$1.87$0.18
2012Summary only. Only limited summary data is available for this year.$5.30$0.00$5.30$1.97$1.73$0.24
2011Summary only. Only limited summary data is available for this year.$4.58$0.01$1.92$2.05$0.14