Inland Valley Symphony

Nonprofit profile at a glance

EIN
330862000
IRS 990-EZ coverage
2011–2024
Forms available
Form 990 2018, Form 990-EZ 2024
Location
Temecula, CA, USA
Phone
9512961698
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Symphony Orchestras

Reported finances

Revenue
$154,136
Expenses
$186,118
Assets
$29,607
Liabilities
$4,156

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

Leadership & pay

9 people listed

Executive titles in this filing

  • CHELSEA HOWELL (CO- PRESIDENT)
  • JAMES MCLAUGHLIN (President)

People named in this filing

  • JOHN ROGERS (Director)
  • MARIA CANTRELL (Treasurer)
  • CHELSEA HOWELL (CO- PRESIDENT)

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

Primary exempt purpose is to provide musical education and promote the appreciation of music in the temecula valley.

What it reported doing in 2024

The symphony and youth symphony performed a total of 13 concerts during the 24/25 fiscal year, reaching a combined audience of approximately 3,500 people and presented 4 chamber music performances at various civic & other special events. The 65 students enrolled in 3 sessions of the youth symphony were coached in instrumental orchestra performance.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 97
  • Transparency & Controls: 82
  • Sustainability: 18
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 93.4%; rating input score 93

Transparency & Controls

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

Sustainability

  • Operating margin: -20.7%; rating input score 8; 8th percentile among comparable filings
  • Total-asset coverage ratio: 0.16; rating input score 16; 16th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 4.2% per year; rating input score 100; 44th percentile among comparable filings
  • Revenue growth: 4.6% per year; rating input score 100; 46th percentile among comparable filings
  • Asset growth: 11.5% per year; rating input score 100; 65th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 93.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $174K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 12 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Sustainability: Operating margin scored 8/100.
  • High — Sustainability: Total-asset coverage ratio scored 16/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.