Civic Intelligence

Rio Hondo Symphony Association

990 • Fiscal year 2025 • EIN 95-6096748

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 12, 2025

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

43rd percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

58th percentile

8.2%

Higher net margin than 58% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

46th percentile

2.6%

Faster asset growth than 46% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

19%

Faster revenue growth than 69% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$628,673

Up $16,049 (+2.6%) from 2024

Net Assets

Up

$625,976

Up $16,049 (+2.6%) from 2024

Liabilities

Flat

$2,697

Flat from 2024

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin58th percentile

Revenue

Up

$165,176

Up $25,951 (+19%) from 2024

Expenses

Up

$151,598

Up $26,102 (+21%) from 2024

Net Income

Down

$13,578

Down $151 (-1.1%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2025

Assets$628,673
Liabilities$2,697
Net Assets$625,976
Open 2025 Filing

Operations Trend

Revenue Growth69th 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

2025

Revenue$165,176
Expenses$151,598
Net Income$13,578
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$263,314
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$576,942$605,808▲ $28,866
Cash and Non-Interest-Bearing Accounts$35,682$22,865▼ $12,817
Total Assets$612,624$628,673▲ $16,049
Liabilities
Accounts Payable and Accrued Expenses$2,647$2,647→ $0
Other Liabilities$50$50→ $0
Total Liabilities$2,697$2,697→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$576,942$605,808▲ $28,866
Net Assets Without Donor Restrictions$32,985$20,168▼ $12,817
Total Net Assets Fund Balance$609,927$625,976▲ $16,049
Total Liabilities and Net Assets / Fund Balance$612,624$628,673▲ $16,049

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$576,942$5,000▲ $47,713$23,847$605,808
2023$568,631-▲ $36,743$28,432$576,942
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
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Dr Charlotte G BorstPresident
Agnes Szekely SchwartzBoard Member
Elizabeth LauritsenBoard Member
Fay WeberBoard Member
Joan MeisterBoard Member
Laura StoneBoard Member
Maria Elena AlvarezSecretary
Louise DirianTreasurer
Maggie MoeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$93,289
Program Service Revenue
$10,108
Investment Income
$61,779
Other Revenue
$0
All Other Contributions
$88,639
Change in Net Assets
$13,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,607
Salaries, Compensation, and Employee Benefits$43,991
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$26,624$14,336-$40,960
All Other Expenses$8,223$738-$8,961
Office Expenses$3,571$1,923-$5,494
Insurance$3,041$640-$3,681
Occupancy$2,028$1,092-$3,120
Payroll Taxes$1,970$1,061-$3,031
Grants to Domestic Individuals$3,000--$3,000
Other Expenses$1,821$980-$2,801
Fees for Services Accounting$1,365$735-$2,100
Information Technology$45$25-$70
Total Functional Expenses$130,068$21,530$0$151,598
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
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Charlotte G Borst
Formed
1957
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
10

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.”

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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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IRS990/ProgramServiceRevenueGrp/BusinessCd0511120
IRS990/ProgramServiceRevenueGrp/Desc0CONCERTS
IRS990/ProgramServiceRevenueGrp/Desc1ADVERTISING REVENUE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11200
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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.
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/RelatedEntityInd0false
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt01000
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05000
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt047713
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03329
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03329
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt050
IRS990ScheduleD/TotalLiabilityAmt050
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/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
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0628673
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt093289
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130068
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt056175
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165176
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01200
IRS990/TotalVolunteersCnt010
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0628673
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 495
IRS990/USAddress/CityNm0WHITTIER
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090608
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.WHITTIERREGIONALSYMPHONY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$628,673
Liabilities
$2,697
Net assets
$625,976
Revenue
$165,176
Expenses
$151,598
Net income
$13,578
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
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