Civic Intelligence

San Bernardino Symphony Association

990 • Fiscal year 2017 • EIN 95-6153923

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 22, 2018

Organization Profilesanbernardinosymphony.org
198 North Arrowhead Ave No 2BSan Bernardino, CA 92408

(909) 381-5388

Siviq Scores

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

Liabilities / Assets

61st percentile

0.18x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.43x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$71,500

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

22nd percentile

-4.1%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

4.3%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$1,247,196

Down $53,541 (-4.1%) from 2016

Net Assets

Down

$1,027,755

Down $5,620 (-0.5%) from 2016

Liabilities

Down

$219,441

Down $47,921 (-18%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin19th percentile

Revenue

Up

$514,637

Up $21,451 (+4.3%) from 2016

Expenses

Down

$574,905

Down $70,350 (-11%) from 2016

Net Income

Up

-$60,268

Up $91,801 (+60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,482,055Liabilities 2010: $311,124Net Assets 2010: $1,170,9312010Assets 2011: $1,647,650Liabilities 2011: $313,650Net Assets 2011: $1,334,0002011Assets 2012: $1,514,324Liabilities 2012: $242,975Net Assets 2012: $1,271,3492012Assets 2013: $1,389,887Liabilities 2013: $198,088Net Assets 2013: $1,191,7992013Assets 2014: $1,511,358Liabilities 2014: $291,705Net Assets 2014: $1,219,6532014Assets 2015: $1,394,009Liabilities 2015: $226,219Net Assets 2015: $1,167,7902015Assets 2016: $1,300,737Liabilities 2016: $267,362Net Assets 2016: $1,033,3752016Assets 2017: $1,247,196Liabilities 2017: $219,441Net Assets 2017: $1,027,7552017Assets 2018: $1,109,750Liabilities 2018: $245,488Net Assets 2018: $864,2622018Assets 2019: $737,381Liabilities 2019: $200,162Net Assets 2019: $537,2192019Assets 2020: $2,038,477Liabilities 2020: $189,256Net Assets 2020: $1,849,2212020Assets 2021: $2,922,928Liabilities 2021: $134,379Net Assets 2021: $2,788,5492021Assets 2022: $2,618,336Liabilities 2022: $86,541Net Assets 2022: $2,531,7952022Assets 2023: $2,515,819Liabilities 2023: $64,123Net Assets 2023: $2,451,6962023Assets 2024: $1,679,021Liabilities 2024: $27,113Net Assets 2024: $1,651,9082024

Highlighted filing

2017

Assets$1,247,196
Liabilities$219,441
Net Assets$1,027,755
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $905,5102010Expenses 2011: $739,7442011Expenses 2012: $834,8402012Expenses 2013: $756,6272013Revenue 2014: $678,676Expenses 2014: $704,715Net Income 2014: -$26,0392014Revenue 2015: $635,615Expenses 2015: $702,681Net Income 2015: -$67,0662015Revenue 2016: $493,186Expenses 2016: $645,255Net Income 2016: -$152,0692016Revenue 2017: $514,637Expenses 2017: $574,905Net Income 2017: -$60,2682017Revenue 2018: $415,303Expenses 2018: $711,791Net Income 2018: -$296,4882018Revenue 2019: $493,789Expenses 2019: $826,564Net Income 2019: -$332,7752019Revenue 2020: $2,037,420Expenses 2020: $698,081Net Income 2020: $1,339,3392020Revenue 2021: $1,268,980Expenses 2021: $459,967Net Income 2021: $809,0132021Revenue 2022: $804,805Expenses 2022: $697,453Net Income 2022: $107,3522022Revenue 2023: $1,260,172Expenses 2023: $1,097,531Net Income 2023: $162,6412023Revenue 2024: $431,717Expenses 2024: $791,566Net Income 2024: -$359,8492024

Highlighted filing

2017

Revenue$514,637
Expenses$574,905
Net Income-$60,268
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 22, 2018
Return Version
2016v3.0
Gross Receipts
$544,437
Mission and Program Overview

Mission

The mission of the San Bernardino Symphony is to foster a love of music, excite the spirit, and enrich our diverse community and region through live orchestral performances and music education.

Provision of concerts and music education programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$834,563$758,138▼ $76,425
Savings and Temporary Cash Investments$1,621$56,970▲ $55,349
Cash and Non-Interest-Bearing Accounts$59,494$21,826▼ $37,668
Accounts Receivable$18,317$19,217▲ $900
Prepaid Expenses and Deferred Charges$10,247$14,550▲ $4,303
Land, Buildings, and Equipment, Net$4,537$4,537→ $0
Total Assets$1,300,737$1,247,196▼ $53,541
Other Assets Total$371,958$371,958→ $0
Liabilities
Unsecured Notes Loans Payable$135,542$135,542→ $0
Deferred Revenue$94,064$46,821▼ $47,243
Accounts Payable and Accrued Expenses$37,756$37,078▼ $678
Total Liabilities$267,362$219,441▼ $47,921
Net Assets / Fund Balance
Unrestricted Net Assets$778,436$862,505▲ $84,069
Permanently Rstr Net Assets$200,000$100,000▼ $100,000
Temporarily Rstr Net Assets$54,939$65,250▲ $10,311
Total Net Assets Fund Balance$1,033,375$1,027,755▼ $5,620
Total Liabilities and Net Assets / Fund Balance$1,300,737$1,247,196▼ $53,541

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,537$50,901$55,438
Other Assets Org$371,958--
Other Securities$758,138--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$254,939$28,659▲ $42,441$160,789$165,250
2015$269,856$49,522▲ $26,382$90,821$254,939
2014$275,332-▲ $79,984$85,460$269,856
2013$208,429$70,589▲ $83,754$87,440$275,332
2012$209,835-▲ $3,374$4,780$208,429
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dr Anne ViricelExecutive DirectorFT$71,500$71,500

Board Members and Trustees

NameTitle
Lynda SavageGuild President
Dean McVay EsqPresident
Dan MurphyDirector
Donna CooleyDirector
Donna Marie MinanoDirector
Dr Audrey MathewsDirector
Dr Robert KnopDirector
Earleen Ferguson-DudleyDirector
Gloria Macias HarrisonDirector
Honorable Cynthia LudvigsenDirector
Jan BellDirector
Judi FettelDirector
Judi NowlinDirector
Judy Rodriguez-WatsonDirector
Judy ZakDirector
Lloyd GarrisonDirector
Mary SchneppDirector
Michael SalazarDirector
Millie McKimDirector
Phil WallerDirector
Ronny PodskalanDirector
Victoria SeitzDirector
Scott Bonner Esq1st VP
Dr Jay Fiene2nd VP
Grace BaldwinSecretary
Kathy Johnson CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$342,497
Program Service Revenue
$169,817
Investment Income
$2,323
Other Revenue
$0
All Other Contributions
$264,469
Change in Net Assets
$-60,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$498,188
Salaries, Compensation, and Employee Benefits$76,717
Total Fundraising Expense$18,739
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$74,485--$74,485
Current Officers, Directors, Trustees, and Key Employees$45,537$10,296$15,667$71,500
All Other Expenses$45,685$11,002-$56,687
Other Expenses$35,000$0$0$35,000
Office Expenses$3,215$9,118$3,072$15,405
Occupancy-$13,557-$13,557
Fees for Services Accounting-$13,083-$13,083
Information Technology-$12,279-$12,279
Fees for Service Investment Mgmnt Fees-$4,886-$4,886
Payroll Taxes-$4,683-$4,683
Insurance-$3,199-$3,199
Other Employee Benefits-$534-$534
Total Functional Expenses$473,529$82,637$18,739$574,905
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,800
Fundraising Gross Income$29,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Guild events$61,828$29,800$29,800$0
Total Events$61,828$29,800$29,800$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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, line 11B

“A copy of Form 990 is reviewed by the bookkeeper/accounting department, forwarded to the President who will review and approve, then it is forwarded to the finance committee who will review and recommend to approve the return to the executive board.”

Form 990, Part VI, Section B, line 12C

“During the annual retreat in June the board discusses the Organizations policies and procedures and sets strategies for the following fiscal year.”

Form 990, Part VI, Section B, line 15

“The Organization has in place a Governance Committee who rely on statistical data to determine the average pay rate for specific job responsibilities within the surrounding area.”

Form 990, Part VI, Section C, line 19

“Upon written request the Organization will provide copies of governing documents, policies and/or financial statements.”

Filing and Contact Details

Filer

Filer Name
San Bernardino Symphony Orchestra
EIN
95-6153923
Phone
9093815388
Address
198 North Arrowhead Ave No 2B, San Bernardino, CA 92408

Signing Officer

Name
Dr Anne L Viricel
Title
Executive Director
Phone
9093815388
Signed
2018-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Anne L Viricel
Formed
1929
Legal Domicile
CA
Voting Board Members
31
Independent Board Members
31
Employees
172
Volunteers
125

Preparer

Firm
Smith Marion & Co LLP
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
Roxanne M Garcia
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Contract services: Program service expenses 74,485. Management and general expenses 0. Fundraising expenses 0. Total expenses 74,485.”

Financial Statement Notes

Part V, Line 4:

“The organization's endowment funds are used to provide operating revenue through the generation of interest. Care is taken not to touch the corpus of the investments. The organization has adopted a policy that, regardless of the amount of interest accrued, no more than 4% of the value of the appreciated investment may be used in a given fiscal year without a vote of the Board.”

Part X, Line 2:

“In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the Symphony in its federal and state income tax returns are more likely than not to be sustained upon examination. The Symphony files returns in the US Federal jurisdiction and the State of California. The Symphony's federal income tax returns for the prior three years remain subject to examination by the Internal Revenue Service. The Organization's California income tax return for the prior four years remain subject to examination by the Franchise Tax Board.”

Raw XML AppendixShowing 400 of 603 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/Form990PartVIISectionAGrp/PersonNm1Scott Bonner Esq
IRS990/Form990PartVIISectionAGrp/PersonNm2Dr Jay Fiene
IRS990/Form990PartVIISectionAGrp/PersonNm3Grace Baldwin
IRS990/Form990PartVIISectionAGrp/PersonNm4Kathy Johnson CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5Lynda Savage
IRS990/Form990PartVIISectionAGrp/PersonNm6Dan Murphy
IRS990/Form990PartVIISectionAGrp/PersonNm7Donna Cooley
IRS990/Form990PartVIISectionAGrp/PersonNm8Donna Marie Minano
IRS990/Form990PartVIISectionAGrp/PersonNm9Dr Audrey Mathews
IRS990/Form990PartVIISectionAGrp/PersonNm10Dr Robert Knop
IRS990/Form990PartVIISectionAGrp/PersonNm11Earleen Ferguson-Dudley
IRS990/Form990PartVIISectionAGrp/PersonNm12Gloria Macias Harrison
IRS990/Form990PartVIISectionAGrp/PersonNm13Honorable Cynthia Ludvigsen
IRS990/Form990PartVIISectionAGrp/PersonNm14Jan Bell
IRS990/Form990PartVIISectionAGrp/PersonNm15Judi Fettel
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IRS990/Form990PartVIISectionAGrp/PersonNm17Judy Rodriguez-Watson
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IRS990/Form990PartVIISectionAGrp/PersonNm19Lloyd Garrison
IRS990/Form990PartVIISectionAGrp/PersonNm20Mary Schnepp
IRS990/Form990PartVIISectionAGrp/PersonNm21Michael Salazar
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IRS990/Form990PartVIISectionAGrp/PersonNm23Phil Waller
IRS990/Form990PartVIISectionAGrp/PersonNm24Ronny Podskalan
IRS990/Form990PartVIISectionAGrp/PersonNm25Victoria Seitz
IRS990/Form990PartVIISectionAGrp/PersonNm26Dr Anne Viricel
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2671500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt11st VP
IRS990/Form990PartVIISectionAGrp/TitleTxt22nd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Guild President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01929
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt032028
IRS990/FundraisingDirectExpensesAmt029800
IRS990/FundraisingGrossIncomeAmt029800
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt031
IRS990/GovernmentGrantsAmt046000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0544437
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt031
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012279
IRS990/InformationTechnologyGrp/TotalAmt012279
IRS990/InsuranceGrp/ManagementAndGeneralAmt03199
IRS990/InsuranceGrp/TotalAmt03199
IRS990/InvestmentIncomeGrp/ExclusionAmt02323
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02323
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0834563
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0758138
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt050901
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04537
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04537
IRS990/LandBldgEquipCostOrOtherBssAmt055438
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of the San Bernardino Symphony is to foster a love of music, excite the spirit, and enrich our diverse community and region through live orchestral performances and music education.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01033375
IRS990/NetAssetsOrFundBalancesEOYAmt01027755
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt054648
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt013557
IRS990/OccupancyGrp/TotalAmt013557
IRS990/OfficeExpensesGrp/FundraisingAmt03072
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09118
IRS990/OfficeExpensesGrp/ProgramServicesAmt03215
IRS990/OfficeExpensesGrp/TotalAmt015405
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0371958
IRS990/OtherAssetsTotalGrp/EOYAmt0371958
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0534
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0534
IRS990/OtherExpensesGrp/Desc0Orchestra
IRS990/OtherExpensesGrp/Desc1Other concert expenses
IRS990/OtherExpensesGrp/Desc2Irvine Grant expenses
IRS990/OtherExpensesGrp/Desc3Conductor
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt0150578
IRS990/OtherExpensesGrp/ProgramServicesAmt181381
IRS990/OtherExpensesGrp/ProgramServicesAmt237648
IRS990/OtherExpensesGrp/ProgramServicesAmt335000
IRS990/OtherExpensesGrp/TotalAmt0150578
IRS990/OtherExpensesGrp/TotalAmt181381
IRS990/OtherExpensesGrp/TotalAmt237648
IRS990/OtherExpensesGrp/TotalAmt335000
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04683
IRS990/PayrollTaxesGrp/TotalAmt04683
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0200000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0100000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010247
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014550
IRS990/PrincipalOfficerNm0Dr Anne L Viricel
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711110
IRS990/ProgramServiceRevenueGrp/BusinessCd1711110
IRS990/ProgramServiceRevenueGrp/BusinessCd2711110
IRS990/ProgramServiceRevenueGrp/Desc0Sales
IRS990/ProgramServiceRevenueGrp/Desc1Contracted concerts
IRS990/ProgramServiceRevenueGrp/Desc2Guthrie income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt087703
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt172407
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt087703
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt172407
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29707
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0350551
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-27567
IRS990/PYOtherExpensesAmt0555286
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0170202
IRS990/PYRevenuesLessExpensesAmt0-152069
IRS990/PYSalariesCompEmpBnftPaidAmt089969
IRS990/PYTotalExpensesAmt0645255
IRS990/PYTotalProfFndrsngExpnsAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,247,196
Liabilities
$219,441
Net assets
$1,027,755
Revenue
$514,637
Expenses
$574,905
Net income
-$60,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.03$1.65$0.43$0.79$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.06$2.45$1.26$1.10$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.09$2.53$0.80$0.70$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.13$2.79$1.27$0.46$0.81
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.19$1.85$2.04$0.70$1.34
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.20$0.54$0.49$0.83$0.33
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.25$0.86$0.42$0.71$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.22$1.03$0.51$0.57$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.27$1.03$0.49$0.65$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.23$1.17$0.64$0.70$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.29$1.22$0.68$0.70$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.20$1.19$0.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.24$1.27$0.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.31$1.33$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.31$1.17$0.91