San Bernardino Valley Concert Association

Sn Bernrdno, CA
Tax-exempt since Sept. 1966
EIN: 95-2159433

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.05M (2024)

Expenses

$1.01M (2024)

Total Assets

$747k (2024)

Total Liabilities

$196k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$1,053,104

Expenses

$1,012,707

Net Income

$40,397

Net Assets

$550,964

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$909,547	86.4%
Interest Revenue	$47,001	4.5%
Dividends	$40,394	3.8%
Sales of Assets	$0
Other Income	$56,162	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$747,207
Total Liabilities	$196,243
Net Assets	$550,964

Compensation

Key Employees and Officers	Compensation	Other
Michael Segura (President)	$0	$0
Mark Adelson (Vice President)	$0	$0
Margaret Worsley (Secretary)	$0	$0
Tim Garcia (Treasurer)	$0	$0

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990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2023

Revenue

$193,487

Expenses

$344,035

Net Income

-$150,548

Net Assets

$1,451,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$66,362	34.3%
Interest Revenue	$38,546	19.9%
Dividends	$0
Sales of Assets	$0
Other Income	$88,579	45.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,446,608
Total Liabilities	-$5,156
Net Assets	$1,451,764

Compensation

Key Employees and Officers	Compensation	Other
Margaret Worsley (Member)	$0	$0
Anne Viricel (Member)	$0	$0
Mark Adelson (Vice President)	$0	$0
Angie Balderas (Member)	$0	$0
Judy Maculsay (Member)	$0	$0
Tim Garcia (Treasurer)	$0	$0
Robert Vidaure (Member)	$0	$0
Belen Ledezma (Member)	$0	$0
Michael Segura (President)	$0	$0
Eric Servin (Executive Director)	$0	$0

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990-PF

Filed on Oct. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2022

Revenue

$1,092,826

Expenses

$193,737

Net Income

$899,089

Net Assets

$1,603,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,039,074	95.1%
Interest Revenue	$0
Dividends	$8,099	0.7%
Sales of Assets	$4,346	0.4%
Other Income	$41,307	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,931	88.2%
Compensation of Officers*	$47,832	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,607,844
Total Liabilities	$4,219
Net Assets	$1,603,625

Compensation

Key Employees and Officers	Compensation	Other
Jorge Heredia (Executive Director)	$47,832	$0
Margaret Worsley (Vice President)	$0	$0
Lucas Cuny (Secretary)	$0	$0
Anne Viricel (Treasuer)	$0	$0
Juan Delgado (Presidemt)	$0	$0
Mark Adelson (Member)	$0	$0
Mandi Batalo (Member)	$0	$0

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990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$224,851

Expenses

$104,759

Net Income

$120,092

Net Assets

$798,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$77,510	34.5%
Interest Revenue	$1	0.0%
Dividends	$12,704	5.6%
Sales of Assets	$114,816	51.1%
Other Income	$19,820	8.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,837	80.0%
Compensation of Officers*	$29,167	27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$798,512
Total Liabilities	$249
Net Assets	$798,263

Compensation

Key Employees and Officers	Compensation	Other
Jorge Heredia (Executive Director)	$29,167	$0
Margaret Worsley (Secretary)	$0	$0
John Horstmann (President)	$0	$0
Lucas Cuny (Member)	$0	$0
Anne Viricel (Treasuer)	$0	$0
Andrew Hernandez (Member)	$0	$0
Juan Delgado (Member)	$0	$0

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990-PF

Filed on May 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2020

Revenue

$53,124

Expenses

$77,564

Net Income

-$24,440

Net Assets

$668,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$23,560	44.3%
Interest Revenue	$14	0.0%
Dividends	$18,343	34.5%
Sales of Assets	$0
Other Income	-$10,988

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,660	83.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$668,159
Total Liabilities	$1
Net Assets	$668,158

Compensation

Key Employees and Officers	Compensation	Other
Margaret Worsley (Secretary)	$0	$0
John Horstmann (Vice President)	$0	$0
Dr Ernest Garcia (Member)	$0	$0
James Morris (Member)	$0	$0
Jorge Heredia (President)	$0	$0
Lucas Cuny (Member)	$0	$0
Anne Viricel (Treasuer)	$0	$0
Andrew Hernandez (Member)	$0	$0

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990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending June
2019

Revenue

$52,894

Expenses

$63,425

Net Income

-$10,531

Net Assets

$692,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,672	24.0%
Interest Revenue	$30	0.1%
Dividends	$19,080	36.1%
Sales of Assets	$0
Other Income	$11,095	21.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,523	79.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$692,599
Total Liabilities	$1
Net Assets	$692,598

Compensation

Key Employees and Officers	Compensation	Other
Margaret Worsley (Secretary)	$0	$0
John Horstmann (Vice President)	$0	$0
Diane Grant (Member)	$0	$0
Earleen Dudley (Treasurer)	$0	$0
Dr Ernest Garcia (Member)	$0	$0
James Morris (Member)	$0	$0
George Heredia (President)	$0	$0
Cindy Rinne (Member)	$0	$0
Anne Viricel (Member)	$0	$0

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990-PF

Filed on April 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$66,454

Expenses

$58,388

Net Income

$8,066

Net Assets

$703,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,731	43.2%
Interest Revenue	$24	0.0%
Dividends	$13,012	19.6%
Sales of Assets	$0
Other Income	$14,772	22.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,409	79.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$703,130
Total Liabilities	$0
Net Assets	$703,130

Compensation

Key Employees and Officers	Compensation	Other
Margaret Worsley (Secretary)	$0	$0
John Horstmann (Vice President)	$0	$0
Diane Grant (Member)	$0	$0
Earleen Dudley (Treasurer)	$0	$0
Dr Ernest Garcia (Member)	$0	$0
James Morris (Member)	$0	$0
George Heredia (President)	$0	$0
Cindy Rinne (Member)	$0	$0

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990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$86,786

Expenses

$58,618

Net Income

$28,168

Net Assets

$695,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,844	16.0%
Interest Revenue	$4	0.0%
Dividends	$5,727	6.6%
Sales of Assets	$0
Other Income	$53,385	61.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,639	79.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$695,064
Total Liabilities	$0
Net Assets	$695,064

Compensation

Key Employees and Officers	Compensation	Other
James Pierson (President)	$0	$0
Richard Gonzalez (Vice President)	$0	$0
Diane Grant (Secretary)	$0	$0
Earleen Dudley (Treasurer)	$0	$0
Alex Avila (Member)	$0	$0
Gloria Macias Harrison (Member)	$0	$0
George Heredia (Member)	$0	$0
Cindy Rinne (Member)	$0	$0

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990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$11,507

Expenses

$58,346

Net Income

-$46,839

Net Assets

$694,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	26.1%
Interest Revenue	$3	0.0%
Dividends	$8,504	73.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,346	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$694,251
Total Liabilities	$0
Net Assets	$694,251

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$15,889

Expenses

$48,573

Net Income

-$32,684

Net Assets

$741,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$15,887	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,573	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$741,090
Total Liabilities	$0
Net Assets	$741,090

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$31,927

Expenses

$54,288

Net Income

-$22,361

Net Assets

$707,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,274	44.7%
Interest Revenue	$2	0.0%
Dividends	$15,786	49.4%
Sales of Assets	$0
Other Income	$1,865	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,288	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$707,536
Total Liabilities	$0
Net Assets	$707,536

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2012

Revenue

$41,121

Expenses

$55,953

Net Income

-$14,832

Net Assets

$692,622

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,005	34.1%
Interest Revenue	$3	0.0%
Dividends	$16,132	39.2%
Sales of Assets	$0
Other Income	$10,981	26.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,953	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$692,622
Total Liabilities	$0
Net Assets	$692,622

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$58,898

Expenses

$33,690

Net Income

$25,208

Net Assets

$711,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$41,951	71.2%
Interest Revenue	$12	0.0%
Dividends	$7,755	13.2%
Sales of Assets	$0
Other Income	$9,380	15.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,690	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$711,127
Total Liabilities	$0
Net Assets	$711,127

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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San Bernardino Valley Concert Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.05M (2024)

Expenses $1.01M (2024)

Total Assets $747k (2024)

Total Liabilities $196k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$1.05M (2024)

Expenses

$1.01M (2024)

Total Assets

$747k (2024)

Total Liabilities

$196k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001