Huntington Beach Symphony Orchestra

Nonprofit profile at a glance

EIN
264183654
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024, Form 990-N 2017
Location
Huntington Beach, CA, USA
Phone
7142745524
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Symphony Orchestras

Reported finances

Revenue
$85,580
Expenses
$78,247
Assets
$13,853

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • BRIAN MAXWELL (PRESIDENT DIRECTOR)

People named in this filing

  • BRIAN MAXWELL (PRESIDENT DIRECTOR)
  • MARGARET WILSON (SECRETARY DIRECTOR)
  • JANE WESCOTT (TREASURER DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See schedule o

What it reported doing in 2024

3 concerts- finest of orchestral music. Selections from various countries, new composition by loca l resident, superbly trained soloists, local dance students, small choral groups, and youth soloist enhance performances.

Operating model

Revenue model
Donor-supported. 71% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 100
  • Sustainability: 34
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.5%; rating input score 81
  • Program expense ratio: 88.1%; rating input score 88

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 8.6%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 0.18; rating input score 15; 15th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 5.8%; rating input score 10; 10th percentile among comparable filings

Growth

  • Program expense growth: -2.3% per year; rating input score 0; 42nd percentile among comparable filings
  • Revenue growth: 32.3% per year; rating input score 100; 94th percentile among comparable filings
  • Asset growth: -30.4% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 80.5% of revenue deployed · 88.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $69K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 15/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 10/100.