Civic Intelligence

Rio Hondo Symphony Association

990 • Fiscal year 2023 • EIN 95-6096748

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 02, 2024

Organization ProfileWWW.WHITTIERREGIONALSYMPHONY.ORG
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

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.07x

Higher debt load relative to revenue than 64% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-156%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

14th percentile

-14%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-31%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$584,078

Down $98,886 (-14%) from 2022

Net Assets

Down

$579,696

Down $103,218 (-15%) from 2022

Liabilities

Up

$4,382

Up $4,332 (+8664%) from 2022

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin2nd percentile

Revenue

Down

$63,919

Down $29,349 (-31%) from 2022

Expenses

Up

$163,752

Up $85,212 (+108%) from 2022

Net Income

Down

-$99,833

Down $114,561 (-778%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2023

Assets$584,078
Liabilities$4,382
Net Assets$579,696
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

2023

Revenue$63,919
Expenses$163,752
Net Income-$99,833
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 2, 2024
Return Version
2022v5.0
Gross Receipts
$63,919
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$575,883$568,631▼ $7,252
Cash and Non-Interest-Bearing Accounts$107,081$15,447▼ $91,634
Total Assets$682,964$584,078▼ $98,886
Liabilities
Accounts Payable and Accrued Expenses-$4,332-
Other Liabilities$50$50→ $0
Total Liabilities$50$4,382▲ $4,332
Net Assets / Fund Balance
Net Assets With Donor Restrictions$575,883$568,631▼ $7,252
Net Assets Without Donor Restrictions$107,031$11,065▼ $95,966
Total Net Assets Fund Balance$682,914$579,696▼ $103,218
Total Liabilities and Net Assets / Fund Balance$682,964$584,078▼ $98,886

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,329$3,329

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$575,883-▲ $21,042$28,294$568,631
2021$620,102-▼ $44,219-$575,883
2020$540,222$3,050▲ $76,830-$620,102
2019$440,938$110,500▲ $10,491$21,707$540,222
2018$430,662$7,000▲ $24,809$21,533$440,938
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Fred ZermenoPresident
Agnes Szekely SchwartzBoard Member
Leighton AndersonBoard Member
Sandra MolinaBoard Member
Elizabeth LauritsenDirector
Joan Meister EverettDirector
Maria Elena AlvarezDirector
Dr Charlotte G BorstParliamentar
Maggie MoeSecretary
John MarinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$43,937
Program Service Revenue
$6,000
Investment Income
$13,982
Other Revenue
$0
All Other Contributions
$33,472
Change in Net Assets
$-99,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,488
Salaries, Compensation, and Employee Benefits$38,764
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$23,803$12,817-$36,620
All Other Expenses$16,385$1,355-$17,740
Office Expenses$4,963$2,672-$7,635
Occupancy$3,133$1,687-$4,820
Insurance$3,918$620-$4,538
Other Expenses$4,127--$4,127
Payroll Taxes$1,394$750-$2,144
Information Technology$1,060$571-$1,631
Grants to Domestic Individuals$500--$500
Total Functional Expenses$143,280$20,472$0$163,752
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$50
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 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
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 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
Louise Dirian
Title
Treasurer
Phone
5626988626
Signed
2024-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Zermeno
Formed
1957
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
3

Preparer

Firm
Miller Giangrande Llp
Address
145 S STATE COLLEGE BLVD STE 160, BREA, CA 92821-5824
Preparer
Kristen Wilks
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

“Music rental 3,142 0 0 misc 2,930 0 0 misc concert expense 2,765 0 0 education instructors 2,049 0 0 credit card fees 1,266 682 0 dues 1,251 673 0 webpage 1,241 0 0 payroll services 1,057 0 0 postage and shipping 356 0 0 public relations 328 0 0 total 16,385 1,355 0”

Raw XML AppendixShowing 400 of 413 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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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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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY PERSON IS ELIGIBLE TO BECOME A MEMBER OF THE ASSOCIATION BY JOINING AND PAYING ANNUAL MEMBERSHIP FEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER OF THE BOARD OF DIRECTORS WAS PROVIDED A COMPLETE COPY OF FORM 990 AND ASKED FOR WRITTEN COMMENTS BEFORE THE RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS RECEIVE, SIGN AND RETURN A CONFLICT OF INTEREST POLICY STATEMENT EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUSIC RENTAL 3,142 0 0 MISC 2,930 0 0 MISC CONCERT EXPENSE 2,765 0 0 EDUCATION INSTRUCTORS 2,049 0 0 CREDIT CARD FEES 1,266 682 0 DUES 1,251 673 0 WEBPAGE 1,241 0 0 PAYROLL SERVICES 1,057 0 0 POSTAGE AND SHIPPING 356 0 0 PUBLIC RELATIONS 328 0 0 TOTAL 16,385 1,355 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
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IRS990/USAddress/AddressLine1Txt0PO BOX 495
IRS990/USAddress/CityNm0WHITTIER
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090608
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IRS990/WebsiteAddressTxt0WWW.WHITTIERREGIONALSYMPHONY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE DIRIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626988626
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER REGIONAL SYMPHONY
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0956096748
ReturnHeader/Filer/PhoneNum05626988626
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 495
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330098722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER GIANGRANDE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0145 S STATE COLLEGE BLVD STE 160

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$584,078
Liabilities
$4,382
Net assets
$579,696
Revenue
$63,919
Expenses
$163,752
Net income
-$99,833
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
Peer Organizations

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