Civic Intelligence

Santa Barbara Symphony Orchestra Endowment Trust

990 • Fiscal year 2013 • EIN 95-6542234

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

Organization ProfileN/A
1330 State Street93101
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,186,968

Flat from 2013

Net Assets

Flat

$5,186,968

Flat from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$219,247

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,898,096Liabilities 2011: $0Net Assets 2011: $4,898,0962011Assets 2012: $4,532,545Liabilities 2012: $0Net Assets 2012: $4,532,5452012Assets 2013: $5,186,968Liabilities 2013: $0Net Assets 2013: $5,186,9682013Assets 2013: $5,186,968Liabilities 2013: $0Net Assets 2013: $5,186,9682013Assets 2014: $6,186,628Liabilities 2014: $0Net Assets 2014: $6,186,6282014Assets 2015: $6,196,705Liabilities 2015: $0Net Assets 2015: $6,196,7052015Assets 2016: $5,576,597Liabilities 2016: $0Net Assets 2016: $5,576,5972016Assets 2017: $5,438,698Liabilities 2017: $0Net Assets 2017: $5,438,6982017Assets 2018: $5,537,372Liabilities 2018: $0Net Assets 2018: $5,537,3722018

Highlighted filing

2013

Assets$5,186,968
Liabilities$0
Net Assets$5,186,968
Open 2013 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $580,843Expenses 2011: $216,641Net Income 2011: $364,2022011Revenue 2012: $6,735Expenses 2012: $210,683Net Income 2012: -$203,9482012Expenses 2013: $219,2472013Revenue 2013: $459,790Expenses 2013: $219,247Net Income 2013: $240,5432013Revenue 2014: $680,532Expenses 2014: $244,901Net Income 2014: $435,6312014Revenue 2015: $317,020Expenses 2015: $269,613Net Income 2015: $47,4072015Revenue 2016: $142,659Expenses 2016: $298,040Net Income 2016: -$155,3812016Revenue 2017: $226,291Expenses 2017: $301,154Net Income 2017: -$74,8632017Revenue 2018: $326,163Expenses 2018: $357,114Net Income 2018: -$30,9512018

Highlighted filing

2013

Revenue-
Expenses$219,247
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$1,892,711
Mission and Program Overview

Mission

Provide general support for the santa barbara symphony orchestra association through contributions from the general public and managing investments.

Filing and Contact Details

Filer

EIN
95-6542234
Raw XML AppendixShowing 400 of 435 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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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE TRUSTEES USE THE EARNINGS OF THE ENDOWMENT TO ASSIST IN THE LONG TERM NEEDS OF THE SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION IN PROVIDING A QUALITY MUSICAL PROGRAM IN THE COMMUNITY.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1SANTA BARBARA SYMPHONY ENDOWMENT TRUST IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2013, OR FOR ANY PERIOD FOR WHICH THE STATUTE OF LIMITATIONS IS STILL OPEN.
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IRS990ScheduleO/GeneralExplanation/Explanation2THE SYMPHONY ENDOWMENT HAS BOTH A WRITTEN CONFLICT OF INTEREST POLICY AND AN ANNUAL DISCLOSURE OF CONFLICTS. THE GOVERNANCE COMMITTEE OF THE BOARD OVERSEES DISTRIBUTION OF THE POLICY TO NEW BOARD MEMBERS AND THE COLLECTION OF ANNUAL DISCLOSURES OF CONFLICT OF INTEREST.
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IRS990ScheduleO/GeneralExplanation/Explanation6THE SANTA BARBARA SYMPHONY ENDOWMENT TRUST CURRENTLY DOES NOT COMPENSATE OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ORGANIZATION FILED FORM 90-22.1, REPORT OF FOREIGN BANK AND FINANCIAL ACCOUNTS, FOR CALENDAR YEAR 2012. ALL FOREIGN INVESTMENTS WERE SOLD IN OCTOBER 2012. SINCE THE ORGANIZATION DID NOT HOLD ANY FOREIGN INVESTMENTS DURING THE CALENDAR YEAR 2013, FINCEN FORM 114, FORMERLY 90-22.1, IS NOT REQUIRED TO BE FILED.
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IRS990/TotalAssets/EOY05186968
IRS990/TotalAssetsEOY05186968
IRS990/TotalCompGT150K00
IRS990/TotalContributions0271393
IRS990/TotalExpensesCurrentYear0219247
IRS990/TotalExpensesPriorYear0210683
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral022383
IRS990/TotalFunctionalExpenses/ProgramServices0196864
IRS990/TotalFunctionalExpenses/Total0219247
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY04532545
IRS990/TotalLiabNetAssetsFundBalances/EOY05186968
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers06
IRS990/TotalNetAssetsFundBalances/BOY04532545
IRS990/TotalNetAssetsFundBalances/EOY05186968
IRS990/TotalOtherCompensation0142833
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0196864
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0459790
IRS990/TotalRevenue/ExclusionAmount0188397
IRS990/TotalRevenuePriorYear06735
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0459790
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00

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
$5,186,968
Liabilities
$0
Net assets
$5,186,968
Revenue
-
Expenses
$219,247
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$5.54$0.00$5.54$0.33$0.36$0.03
2017Summary only. Only limited summary data is available for this year.$5.44$0.00$5.44$0.23$0.30$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.14$0.30$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.32$0.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.68$0.24$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.00$5.19$0.22
2013Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$0.46$0.22$0.24
2012Summary only. Only limited summary data is available for this year.$4.53$0.00$4.53$0.01$0.21$0.20
2011Summary only. Only limited summary data is available for this year.$4.90$0.00$4.90$0.58$0.22$0.36