Pacific Chorale FY2020 filing

Tax-deductible

Costa Mesa, CA501(c)(3)Since 1969Arts & CultureEIN 95-2585505

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Pacific Chorale uplifts the human spirit through exceptional choral artistry, fosters unity across the southern california community, and cultivates learning through artistic expression at every stage of life.

501(c)(3) charity; gifts are tax-deductible.
56¢ of each $1 spent went to programs.
$237K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $731K a year · 25% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
56%
of spending
Worth a look: 56% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$237K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
10
named funders · $449K
Looks good: 10 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$190K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 18 voting members
Looks good: 14 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
Spent
$1.6M
To programs
56%
Net assets
$5.0M
By yearFY2020–FY2024
Revenue
$1.9M
FY2020
Revenue by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$4.7M
FY2023$2.7M
FY2024$2.9M
FY2024$3.2M
Expenses
$1.6M
FY2020
Expenses by fiscal year
FY2020$1.6M
FY2021$1.3M
FY2022$2.3M
FY2023$3.0M
FY2024$2.5M
FY2024$2.9M
Net assets
$5.0M
FY2020
Net assets by fiscal year
FY2020$5.0M
FY2021$7.0M
FY2022$8.7M
FY2023$9.2M
FY2024$10.0M
FY2024$11.1M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1969.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

56 cents of each dollar spent went to programs.

Program services 56% · $888K Management & general 29% · $457K Fundraising 15% · $236K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $237K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President/CEO
$145,604Pt VII · Sec A
Artistic Director
$91,800Pt VII · Sec A
$0Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
Finance Chair, Treasurer
$0Pt VII · Sec A
Innovations Chair
$0Pt VII · Sec A
Marketing Chair
$0Pt VII · Sec A
Education Chair
$0Pt VII · Sec A

Rhett Del Campo’s $177K as President & CEO is at the 77th percentile of top reported officer pay among 3925 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Rhett Del Campo$177,316—————
Robert Istad$157,500$155,900$128,675———
Christopher a Brown—$154,094$152,660———
Christopher a Brown———$152,660$146,450$145,604
Robert Istad———$128,675$93,550$91,800
Abby Manaye—$126,255$119,041———
Alex Nelson$125,881—————
Abby Manaye———$119,041——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Pacific Chorale executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Inspires community with innovative choral performances and education.

Provided by the organization

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2 program services account for $888K of program spending, described in the organization's own filed words · FY2019.
01

Pacific chorale is internationally recognized for exceptional artistic expression, stimulating american-focused programming, and influential educational programs. Under the artistic direction of robert istad, the chorale presents an annual concert season of its own at segerstrom center for the arts in orange county, california, and is…

$683Kprogram expense
02

Education programs are central to the chorale's vision of inspiring love of chorale music and lifelong learning. Pacific chorale's innovative educational initiatives have opened the door to the art of choral music and the magic of the creative process for thousands of students and adults annually, including: a choral academy for…

$205Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 10 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.6M
Fees for servicesLn 2g$369K
Investment incomeLn 3$93K
Money outPt IX
$1.6M
Ln 25
Programscol B$888K
Managementcol C$457K
Fundraisingcol D$236K
Owns and owesPt X
$5.0M
net assets · Ln 32
Cash and savingsLn 1–2$554K
Total assetsLn 16$5.2M
LiabilitiesLn 26$190K
PeoplePt VI, VII
20
listed · VII A
PaidVII A2
Voting boardVI 1a18
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$16K
Noncash giftsLn 1g$50K
Fundraising eventsLn 1c$186K
Fees for servicesLn 2g$369K
Investment incomeLn 3$93K
Gains on assetsLn 7−$128K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$107K
SavingsLn 2$447K
Cash and savings togetherLn 1–2$554K
InvestmentsLn 11–13$4.6M
Land, buildings, equipmentLn 10c$22K
Other assetsLn 15$0
Total assetsLn 16$5.2M
LiabilitiesLn 26$190K
Net assetsLn 32$5.0M
OperationsPt I, VI
EmployeesI 591
VolunteersI 6153
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$248K$554K
InvestmentsLn 11–13$4.7M$4.6M
Land, buildings, equipmentLn 10c$20K$22K
Total assetsLn 16$5.0M$5.2M
LiabilitiesLn 26$176K$190K
Net assetsLn 32$4.8M$5.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$232K$113K$28K$91K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$422K$121K$213K$87K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$45K$16K$18K$12K
Payroll taxesLn 10$53K$23K$17K$13K
Management feesLn 11a$0
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$20K$20K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$13K$13K
Other fees for servicesLn 11g$6K$3K$2K
Advertising and promotionLn 12$71K$71K
Office expensesLn 13$62K$10K$46K$5K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$42K$17K$15K$10K
TravelLn 17$6K$3K$3K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$13K$7K$3K$2K
InsuranceLn 23$10K$4K$4K$3K
Other expenses (24a–d)Ln 24$584K$573K$0$11K
Total functional expensesLn 25$1.6M$888K$457K$236K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $2.9M$2.5M$355K$10.0M 990 PDF
FY2023 $2.7M$3.0M−$306K$9.2M 990 PDF
FY2022 $4.7M$2.3M$2.5M$8.7M 990 PDF
FY2021 $2.1M$1.3M$791K$7.0M 990 PDF
FY2020 Viewing $1.9M$1.6M$360K$5.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $1,940,771 across 11 lines filed
VIII-1c Fundraising events$186,115
VIII-1e Government grants$15,545
VIII-1f All other contributions, gifts and grants$1,467,774
VIII-1g Noncash contributions (included above)$50,000
VIII-1h Total contributions, gifts and grants$1,607,838
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $368,670$368,670
VIII-3 Investment incomeExcluded from tax $92,740$92,740
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$128,477−$128,477
VIII-12 Total revenueRelated to mission $368,670 · Excluded from tax −$35,737$1,940,771
Part IX · Statement of functional expenses $1,580,812 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $112,834 · Management $28,045 · Fundraising $91,148$232,027
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $121,247 · Management $212,915 · Fundraising $87,355$421,517
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $15,902 · Management $17,850 · Fundraising $11,684$45,436
IX-10 Payroll taxesPrograms $23,080 · Management $17,289 · Fundraising $12,808$53,177
IX-11a Management fees$0
IX-11b Legal feesManagement $2,993$2,993
IX-11c Accounting feesManagement $19,743$19,743
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $12,718$12,718
IX-11g Other fees for servicesManagement $3,376 · Fundraising $2,500$5,876
IX-12 Advertising and promotionManagement $70,887$70,887
IX-13 Office expensesPrograms $10,425 · Management $45,935 · Fundraising $5,403$61,763
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $17,406 · Management $15,458 · Fundraising $9,556$42,420
IX-17 TravelPrograms $3,199 · Management $2,800$5,999
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $7,334 · Management $3,271 · Fundraising $2,062$12,667
IX-23 InsurancePrograms $3,524 · Management $3,956 · Fundraising $2,589$10,069
IX-24 Other expenses (24a–d)Programs $572,887 · Management $0 · Fundraising $10,633$583,520
IX-25 Total functional expensesPrograms $887,838 · Management $457,236 · Fundraising $235,738$1,580,812
Part X · Balance sheet $5,166,324 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $139,521$106,994
X-2 Savings and temporary cash investmentsStart of year $108,475$446,618
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $31,100$17,725
X-8 Inventories for sale or useStart of year $225$1,714
X-9 Prepaid expenses and deferred chargesStart of year $3,673$4,621
X-10c Land, buildings and equipment, netStart of year $20,205$22,210
X-11 Publicly traded securitiesStart of year $4,668,111$4,566,442
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $4,971,310$5,166,324
X-17 Accounts payable and accrued expensesStart of year $98,499$3,447
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $36,289$8,986
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$108,947
X-25 Other liabilitiesStart of year $41,166$68,762
X-26 Total liabilitiesStart of year $175,954$190,142
X-27 Net assets without donor restrictionsStart of year −$10,517$340,198
X-28 Net assets with donor restrictionsStart of year $4,805,873$4,635,984
X-32 Total net assets or fund balancesStart of year $4,795,356$4,976,182
X-33 Total liabilities and net assetsStart of year $4,971,310$5,166,324
Part XI · Reconciliation of net assets $4,976,182 net assets at year end
XI-1 Total revenue$1,940,771
XI-2 Total expenses$1,580,812
XI-3 Revenue less expenses$359,959
XI-4 Net assets at start of year$4,795,356
XI-5 Net unrealized gains (losses) on investments−$179,133
XI-10 Net assets at end of year$4,976,182

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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