SAN JOSE CHORAL PROJECT: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SAN JOSE CHORAL PROJECT (EIN 77-0439765)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-07
IRS object ID
201223129349201152
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-07T17:47:33-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LMGW CERTIFIED PUBLIC ACCOUNTANTS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line120520 PROSPECT ROAD SUITE 200AddressLine1
CitySARATOGACity
StateCAState
ZIP Code95070ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN770439765EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SAN JOSE CHORAL PROJECTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSANJNameControl
Phone4082790161Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line172 N 5TH STREETAddressLine1
Address Line2ROOM/SUITE 15AddressLine2
CitySAN JOSECity
StateCAState
ZIP Code95112ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAN CLAYTONName
TitleDIRECTOR OF OPERATIONSTitle
Phone4082790161Phone
Date Signed2012-10-31DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL J BRYANT CPAName
Phone4082521800Phone
Date Prepared2012-11-01DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Web SiteHTTP://WWW.SJCP.ORG/WebSite
Organization501c3XOrganization501c3
Gross Receipts171301GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc81298ContributionsGiftsGrantsEtc
Program Service Revenue51059ProgramServiceRevenue
Membership Dues33390MembershipDues
Investment Income829InvestmentIncome
Gross Sales Of Inventory4725GrossSalesOfInventory
Cost Of Goods Sold245CostOfGoodsSold
Gro Profit Loss Sales Of Inventory4480GroProfitLossSalesOfInventory
Total Revenue171056TotalRevenue
Salaries Other Comp Empl Benefits49475SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors18027FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint18719OccupancyRentUtilitiesAndMaint
Printing Publications Postage6501PrintingPublicationsPostage
Other Expenses Total172210OtherExpensesTotal
Total Expenses264932TotalExpenses
Excess Or Deficit For Year-93876ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY110744NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY16868NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY47528BOY
EOY28955EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY86886BOY
EOY4341EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY134414BOY
EOY33296EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY23670BOY
EOY16428EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY110744BOY
EOY16868EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeTO CONNECT TO ONE ANOTHER THROUGH CHORAL THEATER, EDUCATION AND MUSICAL EXCELLENCE.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomTHE SAN JOSE CHORAL PROJECT STARTED ITS 16TH SEASON WITH A HOST OF FUNDRAISING ACTIVITIES TO SUPPORT THE CHORAL PROJECT'S TRIP TO SPAIN, WHERE IT PARTICIPATED IN THE TOLOSA INTERNATIONAL CHORAL MUSIC FESTIVAL AND COMPETITION. IN JULY & AUGUST 2011, THE ORGANIZATION ORGANIZED ITS FIRST "KICK STARTER PROGRAM" TO RAISE 10,000 TO HIRE AND PAY TRAVEL EXPENSES FOR A VIDEOGRAPHER TO RECORD THE TRIP. IN SEPTEMBER 2011, THE SAN JOSE CHORAL PROJECT HELD ITS FIRST EVER GOLF TOURNAMENT TO RAISE MONEY TO PAY FOR TRAVEL EXPENSES FOR THE EXECUTIVE STAFF. WITH THE HELP OF SEVEN CORPORATE SPONSORS, WE RAISED APPROXIMATELY 20,000 AT THE EVENT. THEN, IN OCTOBER, THE ORGANIZATION HELD ITS 3RD ANNUAL SEASON OPENING CONCERT AND FUNDRAISER, TITLED SONG & CHANCE, WHERE IT RAISED ANOTHER 4000 TO SUPPORT THE TRIP. DURING A 2 WEEK TRIP IN LATE OCTOBER AND EARLY NOVEMBER 2011, THE CHORAL PROJECT GAVE CONCERTS IN 5 SPANISH TOWNS INCLUDING SALAMANCA, BURGOS, ZARAUTZ, POLANCO, AND AOIZ. UNFORTUNATELY, A CONCERT IN MADRID WAS CANCELLED DUE TO A CANCELLED FLIGHT ON WHICH MOST OF THE CHORUS WAS TRAVELING TO SPAIN. THE CULMINATION OF THE TRIP WAS PARTICIPATING IN THE TOLOSA INTERNATIONAL CHORAL COMPETITION. AND, ALTHOUGH THE GROUP DID NOT PLACE, THE GROUP'S PERFORMANCE WAS WELL RECEIVED, AND THE CULTURAL EXCHANGE EVENT WAS ONE THAT WILL ALWAYS BE REMEMBERED BY ALL. IN FEBRUARY, THE CHORAL PROJECT PARTICIPATED IN A UNIQUE CONCERT WITH THE SAN FRANCISCO GAY MEN'S CHORAL (SFGMC), ENTITLED ENCHANTINGLY WICKED, THAT CELEBRATED THE MUSIC OF STEPHEN SCHWARTZ. THE CHORAL PROJECT PERFORMED BOTH WITH SFGMC AND ALONE TO TWO NIGHTS OF SOLD-OUT AUDIENCES AT DAVIES SYMPHONY HALL. SOME OF THE MUSIC PERFORMED WAS SPECIFICALLY COMPOSED/ARRANGED FOR THE CONCERT INCLUDING THE WORLD PREMIER OF "TESTIMONY", A PIECE BASED UPON SELECTED TEXTS FROM THE "IT GETS BETTER PROJECT". IN FEBRUARY, MENHARMONICS GAVE ITS 3RD ANNUAL VALENTINE'S DAY INSPIRED CONCERT, TITLED LOVE SONGS. IN APRIL, THE CHORAL PROJECT GAVE A TOUR-DE-FORCE CONCERT OF CHALLENGING WORKS BY ERIC WHITACRE, JOHN TAVENER, AND ARVO PRT - THREE OF THE MOST CELEBRATED, LIVING CHORAL COMPOSERS. IN JUNE, THE CHORAL PROJECT AND MENHARMONICS SHARED THE STAGE FOR EARTHSONGS, A CONCERT THAT CELEBRATES DIVERSITY, INTERCONNECTEDNESS, AND THE GLOBAL COMMUNITY. IN THIS CONCERT, AMONG OTHERS THE THREE WINNING PIECES FROM OUR 4TH ANNUAL STUDENT COMPETITION CONTEST WERE PERFORMED BY THE CHORAL PROJECT. AS WITH PREVIOUS YEARS, THESE PIECES WERE WARMLY RECEIVED BY OUR AUDIENCE, ESPECIALLY THE STUNNING BENEATH THE WAVE (BY LUKE FLYNN) WHICH WAS DEDICATED TO ALL THOSE WHO LOST THEIR LIVES IN THE RECENT JAPANESE TSUNAMI. WE PRESENTED THE WINNERS WITH 1000, 500, AND 250 SCHOLARSHIPS AND CERTIFICATES. THE SEASON CONCLUDED WITH PREPARATIONS FOR A TRIP TO THE GALA CONFERENCE IN DENVER, AT WHICH BOTH THE CHORAL PROJECT AND MENHARMONICS PERFORMED. THE CONFERENCE WAS ACTUALLY DURING THE FIRST WEEK OF JULY, RIGHT AFTER THE END OF OUR FISCAL YEAR; HOWEVER, ALL FISCAL AND LOGISTICAL PREPARATIONS WERE MADE DURING THE 2011-12 SEASON. IN 2011-12, OUR STUDENTS4FREE PROGRAM WELCOMED ALL CHILDREN AND TEENAGERS THROUGH THE 12TH GRADE TO OUR CONCERTS FOR FREE. OVER THE YEARS, HUNDREDS OF CHILDREN HAVE TAKEN ADVANTAGE OF THIS PROGRAM, AND WE INTEND TO CONTINUE WITH THIS PROGRAM IN FUTURE SEASONS TO HELP INSPIRE THE SINGERS OF THE FUTURE.DescriptionProgramServiceAccom
Program Service Expenses264932ProgramServiceExpenses
FieldValueIRS element (for citing)
Total Program Service Expenses264932TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
DANIEL HUGHES
5023A JOAQUIN MURIETA AVENUENEWARKCA94560ARTISTIC DIR25.0027083
JOHNATHON ATWOOD
33 S 3RD STREET 327SAN JOSECA95113EXECUTIVE DI10.009167
KATHLEEN KUEBELBECK
1056 SUMMERSHORE CTSAN JOSECA95122MARKETING DI12.005000
RUTH BUTTERFIELD-WINTER
1102 WOODBOROUGH PLACESAN JOSECA95116ACCOMPANIST/1.001750
RUSTY TOOLEY
546 ARLETA AVENUESAN JOSECA95128PAST OPERATI5.001750
JAN CLAYTON
25960 QUAIL LANELOS ALTOS HILLSCA94022PRESIDENT4.000
LORRIE NIETO
4175 COURT DRSANTA CRUZCA95062TREASURER1.000
KRISTINA NAKAGAWA
72 N 5TH STREETSAN JOSECA95112DIRECTOR-DEV6.004330
ALEX STRIFE
42 LINWELL CTSAN JOSECA95138OPERATIONS D6.002625
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc DocfalseMadeChangesToOrgnzngEtcDoc
Organization Had UBIfalseOrganizationHadUBI
Subject To Proxy TaxfalseSubjectToProxyTax
Organization Dissolved EtcfalseOrganizationDissolvedEtc
Did Org File Form1120 POL This YearfalseDidOrgFileForm1120POLThisYear
Made Loans To From OfficersfalseMadeLoansToFromOfficers
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTrans
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJAN CLAYTONNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line172 N 5TH STREET 15AddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95112ZIPCode
FieldValueIRS element (for citing)
Telephone Number4082790161TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccount
Foreign OfficefalseForeignOffice
Maintain Any Donor Advised FundsfalseMaintainAnyDonorAdvisedFunds
Does Org Have HospitalfalseDoesOrgHaveHospital
Tanning Services ProvidedfalseTanningServicesProvided
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Engage Political Cmpgn ActivitiesfalseEngagePoliticalCmpgnActivities
Engage In Lobbying ActivitiesfalseEngageInLobbyingActivities
Operating SchoolfalseOperatingSchool
Trnsfrs Exempt Non Char Related OrgfalseTrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule AtrueFiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years39705CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years43522CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years40816CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year40797CurrentTaxYearMinus1Year
Current Tax Year81298CurrentTaxYear
Total246138Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years91949CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years99349CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years132070CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year119339CurrentTaxYearMinus1Year
Current Tax Year90003CurrentTaxYear
Total532710Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years131654CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years142871CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years172886CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year160136CurrentTaxYearMinus1Year
Current Tax Year171301CurrentTaxYear
Total778848Total
FieldValueIRS element (for citing)
Public Support Total509778848PublicSupportTotal509

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years131654CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years142871CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years172886CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year160136CurrentTaxYearMinus1Year
Current Tax Year171301CurrentTaxYear
Total778848Total
FieldValueIRS element (for citing)
Public Support Percentage5091.00000PublicSupportPercentage509
Prior Year Support Percentage0.98160PriorYearSupportPercentage
Investment Income Percentage0.00000InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.02000PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16EXPENSES SUPPLIES 1,486 CONFERENCES AND MEETINGS 2,526 INSURANCE 2,237 MEMBERSHIP TOURS 134,160 WARDROBE 2,201 BANK FEES 3,855 MUSIC 7,831 REFRESHMENTS 5,737 EQUIPMENT RENTAL 2,273 TELEPHONE 1,313 MISC 59 LICENSES 1,125 DUES 7,407 TOTAL 172,210
OTHER ASSETSFORM 990-EZ, PART II, LINE 24PREPAID EXPENSES AND DEFERRED CHARGES 80,000 0 BORROWED FROM FRB 6,886 4,341 TOTAL 86,886 4,341
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,784 1,543 TEMPORARY BORROWED FUNDS 6,886 4,340 CLAYTON CASH LOAN 10,000 10,000 MUSIC DEPOSITS 0 545
PRIMARY EXEMPT PURPOSEFORM 990-EZ, PART IIITO CONNECT TO ONE ANOTHER THROUGH CHORAL THEATER, EDUCATION AND MUSICAL EXCELLENCE.
FIRST ACCOMPLISHMENTFORM 990-EZ, PART III, LINE 28THE SAN JOSE CHORAL PROJECT STARTED ITS 16TH SEASON WITH A HOST OF FUNDRAISING ACTIVITIES TO SUPPORT THE CHORAL PROJECT'S TRIP TO SPAIN, WHERE IT PARTICIPATED IN THE TOLOSA INTERNATIONAL CHORAL MUSIC FESTIVAL AND COMPETITION. IN JULY & AUGUST 2011, THE ORGANIZATION ORGANIZED ITS FIRST "KICK STARTER PROGRAM" TO RAISE 10,000 TO HIRE AND PAY TRAVEL EXPENSES FOR A VIDEOGRAPHER TO RECORD THE TRIP. IN SEPTEMBER 2011, THE SAN JOSE CHORAL PROJECT HELD ITS FIRST EVER GOLF TOURNAMENT TO RAISE MONEY TO PAY FOR TRAVEL EXPENSES FOR THE EXECUTIVE STAFF. WITH THE HELP OF SEVEN CORPORATE SPONSORS, WE RAISED APPROXIMATELY 20,000 AT THE EVENT. THEN, IN OCTOBER, THE ORGANIZATION HELD ITS 3RD ANNUAL SEASON OPENING CONCERT AND FUNDRAISER, TITLED SONG & CHANCE, WHERE IT RAISED ANOTHER 4000 TO SUPPORT THE TRIP. DURING A 2 WEEK TRIP IN LATE OCTOBER AND EARLY NOVEMBER 2011, THE CHORAL PROJECT GAVE CONCERTS IN 5 SPANISH TOWNS INCLUDING SALAMANCA, BURGOS, ZARAUTZ, POLANCO, AND AOIZ. UNFORTUNATELY, A CONCERT IN MADRID WAS CANCELLED DUE TO A CANCELLED FLIGHT ON WHICH MOST OF THE CHORUS WAS TRAVELING TO SPAIN. THE CULMINATION OF THE TRIP WAS PARTICIPATING IN THE TOLOSA INTERNATIONAL CHORAL COMPETITION. AND, ALTHOUGH THE GROUP DID NOT PLACE, THE GROUP'S PERFORMANCE WAS WELL RECEIVED, AND THE CULTURAL EXCHANGE EVENT WAS ONE THAT WILL ALWAYS BE REMEMBERED BY ALL. IN FEBRUARY, THE CHORAL PROJECT PARTICIPATED IN A UNIQUE CONCERT WITH THE SAN FRANCISCO GAY MEN'S CHORAL (SFGMC), ENTITLED ENCHANTINGLY WICKED, THAT CELEBRATED THE MUSIC OF STEPHEN SCHWARTZ. THE CHORAL PROJECT PERFORMED BOTH WITH SFGMC AND ALONE TO TWO NIGHTS OF SOLD-OUT AUDIENCES AT DAVIES SYMPHONY HALL. SOME OF THE MUSIC PERFORMED WAS SPECIFICALLY COMPOSED/ARRANGED FOR THE CONCERT INCLUDING THE WORLD PREMIER OF "TESTIMONY", A PIECE BASED UPON SELECTED TEXTS FROM THE "IT GETS BETTER PROJECT". IN FEBRUARY, MENHARMONICS GAVE ITS 3RD ANNUAL VALENTINE'S DAY INSPIRED CONCERT, TITLED LOVE SONGS. IN APRIL, THE CHORAL PROJECT GAVE A TOUR-DE-FORCE CONCERT OF CHALLENGING WORKS BY ERIC WHITACRE, JOHN TAVENER, AND ARVO PRT - THREE OF THE MOST CELEBRATED, LIVING CHORAL COMPOSERS. IN JUNE, THE CHORAL PROJECT AND MENHARMONICS SHARED THE STAGE FOR EARTHSONGS, A CONCERT THAT CELEBRATES DIVERSITY, INTERCONNECTEDNESS, AND THE GLOBAL COMMUNITY. IN THIS CONCERT, AMONG OTHERS THE THREE WINNING PIECES FROM OUR 4TH ANNUAL STUDENT COMPETITION CONTEST WERE PERFORMED BY THE CHORAL PROJECT. AS WITH PREVIOUS YEARS, THESE PIECES WERE WARMLY RECEIVED BY OUR AUDIENCE, ESPECIALLY THE STUNNING BENEATH THE WAVE (BY LUKE FLYNN) WHICH WAS DEDICATED TO ALL THOSE WHO LOST THEIR LIVES IN THE RECENT JAPANESE TSUNAMI. WE PRESENTED THE WINNERS WITH 1000, 500, AND 250 SCHOLARSHIPS AND CERTIFICATES. THE SEASON CONCLUDED WITH PREPARATIONS FOR A TRIP TO THE GALA CONFERENCE IN DENVER, AT WHICH BOTH THE CHORAL PROJECT AND MENHARMONICS PERFORMED. THE CONFERENCE WAS ACTUALLY DURING THE FIRST WEEK OF JULY, RIGHT AFTER THE END OF OUR FISCAL YEAR; HOWEVER, ALL FISCAL AND LOGISTICAL PREPARATIONS WERE MADE DURING THE 2011-12 SEASON. IN 2011-12, OUR STUDENTS4FREE PROGRAM WELCOMED ALL CHILDREN AND TEENAGERS THROUGH THE 12TH GRADE TO OUR CONCERTS FOR FREE. OVER THE YEARS, HUNDREDS OF CHILDREN HAVE TAKEN ADVANTAGE OF THIS PROGRAM, AND WE INTEND TO CONTINUE WITH THIS PROGRAM IN FUTURE SEASONS TO HELP INSPIRE THE SINGERS OF THE FUTURE.

Compensation Explanation CompensationExplanation

Compensation Compensation (9 entries)

DANIEL HUGHES
JOHNATHON ATWOOD
KATHLEEN KUEBELBECK
RUTH BUTTERFIELDWINTER
RUSTY TOOLEY
JAN CLAYTON
LORRIE NIETO
KRISTINA NAKAGAWA
ALEX STRIFE

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