South Valley Symphony Association Inc

Nonprofit profile at a glance

EIN
942634549
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024, Form 990-N 2012
Location
Gilroy, CA, USA
Phone
4085698595
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Symphony Orchestras

Official website

Reported finances

Revenue
$97,091
Expenses
$68,638
Assets
$77,375

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

Leadership & pay

10 people listed

Executive titles in this filing

  • ROB HOWE (President)
  • MICHELLE BIGELOW (Vice President)

People named in this filing

  • ROB HOWE (President)
  • SUZANNE MULLER (Treasurer)
  • SHERRY QUICK (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

South Valley Symphony is a non-profit, volunteer community orchestra, dedicated to providing orchestral opportunities for local musicians, educational support/mentoring to students in music programs in South Bay school districts and performing four classical/pops concerts annually for the enjoyment and enrichment of audiences of diverse ages and cultures in South Santa Clara County and neighboring communities in San Benito County with free admittance to SVS concerts for all children in grades K-12 and college students with valid ID.

What it reported doing in 2024

During the year, South Valley Symphony Association provided orchestral opportunities for local musicians, provided educational support/mentoring to students in music programs in South Bay school districts and performed four classical/pops concerts for the enjoyment and enrichment of audiences of diverse ages and cultures in South Santa Clara County and neighboring communities in San Benito County with free admittance to SVS concerts for all children in grades K-12 and college students with valid ID.

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

SUPPORTED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 31
  • Transparency & Controls: 100
  • Sustainability: 59
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26.7%; rating input score 27
  • Program expense ratio: 37.7%; rating input score 38

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: 29.3%; rating input score 81; 81st percentile among comparable filings
  • Total-asset coverage ratio: 1.13; rating input score 50; 50th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -7.2% per year; rating input score 0; 31st percentile among comparable filings
  • Revenue growth: 2.9% per year; rating input score 100; 64th percentile among comparable filings
  • Asset growth: 12.5% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 26.7% of revenue deployed · 37.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $26K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 11 filing years from 2013 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 — Financial Efficiency: Mission deployment rate scored 27/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 38/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 50/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.