NEW WEST SYMPHONY ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NEW WEST SYMPHONY ASSOCIATION (EIN 77-0406042)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-12
- IRS object ID
- 202522249349302852
- Schema version
- 2024v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-12T18:20:47-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS ACCOUNTING CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 E DAILY DR STE 225 | AddressLine1Txt |
| City | CAMARILLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930101918 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770406042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW WEST SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWW | BusinessNameControlTxt |
| Phone | 8054975800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 E THOUSAND OAKS BLVD STE D | AddressLine1Txt |
| City | THOUSAND OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91362 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALIA STANEVA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8054975800 | PhoneNum |
| Signature | 2025-08-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH HARRIS | PreparerPersonNm |
| PTIN | P01581533 | PTIN |
| Phone | 8059820827 | PhoneNum |
| Preparation | 2025-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NATALIA STANEVA | PrincipalOfficerNm |
| Gross Receipts | $1,917,653 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEWWESTSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE NEW WEST SYMPHONY INSPIRES PASSION FOR SYMPHONIC MUSIC THROUGH LIVE PERFORMANCES AND EDUCATION INITIATIVES THAT ENGAGE AND ENRICH ITS DIVERSE AUDIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 149 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $764,819 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,313,513 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $229,900 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $533,386 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$496 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,627 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,578 | PYOtherRevenueAmt |
| CY Other Revenue | $40,627 | CYOtherRevenueAmt |
| PY Total Revenue | $1,009,801 | PYTotalRevenueAmt |
| CY Total Revenue | $1,916,153 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $541,671 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,191,056 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $165,634 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $354,538 | PYOtherExpensesAmt |
| CY Other Expenses | $1,142,453 | CYOtherExpensesAmt |
| PY Total Expenses | $896,209 | PYTotalExpensesAmt |
| CY Total Expenses | $2,333,509 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $113,592 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$417,356 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $983,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $677,180 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,137,558 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,249,002 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$154,466 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$571,822 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NEW WEST SYMPHONY INSPIRES PASSION FOR SYMPHONIC MUSIC THROUGH LIVE PERFORMANCES AND EDUCATION INITIATIVES THAT ENGAGE AND ENRICH ITS DIVERSE AUDIENCES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,011,310 | ExpenseAmt |
| Revenue | $726,922 | RevenueAmt |
| Desc | FOUNDED IN 1995, THE NEW WEST SYMPHONY IS A TOP PROFESSIONAL ORCHESTRA IN THE REGION THAT DRAWS ITS PLAYERS FROM THE RICH TALENT POOL OF PROFESSIONAL MUSICIANS. WITH ARTISTIC DIRECTION LED BY GRAMMY WINNER MAESTRO MICHAEL CHRISTIE, THE SYMPHONY IS THE RESIDENT COMPANY OF THE BANK OF AMERICA PERFORMING ARTS CENTER IN THOUSAND OAKS AND PERFORMS AT THE RANCHO CAMPANA PERFORMING ARTS CENTER IN CAMARILLO. RETURNING TO LIVE PERFORMANCES IN 2021, THE SYMPHONY PRESENTS SIX MASTERPIECE SERIES CONCERTS ANNUALLY, PERFORMING MAJOR WORKS FROM THE SYMPHONIC REPERTOIRE WITH INTERNATIONALLY ACCLAIMED ARTISTS AS GUEST SOLOISTS, AS WELL AS PRODUCES ANNUAL SUMMERFEST AND WINTERFEST PROGRAMS RAISING ADDITIONAL FUNDS FOR THE SYMPHONY'S OPERATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $186,395 | ExpenseAmt |
| Revenue | $145,235 | RevenueAmt |
| Desc | LABY HARMONY PROJECT OF NEW WEST SYMPHONY USES MUSIC TRAINING TO PROMOTE THE HEALTHY GROWTH AND DEVELOPMENT OF UNDERSERVED YOUTH. THE PROGRAM PROVIDES HIGH QUALITY TUITION-FREE MUSIC INSTRUCTION TO CHILDREN IN GRADES K-12, CURRENTLY SERVING OVER 160 STUDENTS IN THE CITY OF VENTURA YEAR- ROUND. BY COLLABORATING WITH STUDENTS, FAMILIES, AND LOCAL PARTNERS, AND TOGETHER WITH OUR GENEROUS SUPPORTERS, THE PROJECT BUILDS A STRONGER, HEALTHIER, AND MORE MUSICALLY ENGAGED COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,821 | ExpenseAmt |
| Desc | SYMPHONIC ADVENTURES, THE SYMPHONY'S FLAGSHIP EDUCATION PROGRAM, IS A LIVE, INTERACTIVE CONCERT FOR ELEMENTARY SCHOOL STUDENTS, THEIR CHAPERONES AND PARENTS. THIS PROGRAM PROVIDES OVER 5,000 STUDENTS WITH THEIR FIRST OPPORTUNITY TO HEAR CLASSICAL MUSIC. EACH 50-MINUTE INTERACTIVE CONCERT SUPPORTS THE SYMPHONY'S GOAL TO BRING ORCHESTRAL MUSIC TO CHILDREN. BY INTRODUCING STUDENTS TO THE ORCHESTRA, ITS CONDUCTOR, AND THE ELEMENTS OF MUSIC, THE SYMPHONY AIMS TO INSPIRE A LIFE-LONG APPRECIATION OF MUSIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $71,374 | ExpenseAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $71,374 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,275,900 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 149 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS ACCOUNTING CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059820827 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 E DAILY DR | AddressLine1Txt |
| Address Line2 | STE 225 | AddressLine2Txt |
| City | CAMARILLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| NATALIA STANEVA | ||||||
| CEO | 40.00 | Yes (X) | $139,998 | $0 | $0 | |
| PAUL FINKEL MD | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN SHWOPE | ||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANTHONY VASQUEZ | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GARY WARTIK | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ERIN POHL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUSSELL SPOTO MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARIJANE UNTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $139,998 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $30,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,283,513 | AllOtherContributionsAmt |
| Noncash Contributions | $87,448 | NoncashContributionsAmt |
| Total Contributions | $1,313,513 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKETS | Desc |
| Business | 711300 | BusinessCd |
| Total Revenue Column | $533,386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $533,386 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $533,386 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,627 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,627 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,986 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $1,500 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,486 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE RETENTION CREDIT INC | Desc |
| Business | 711300 | BusinessCd |
| Total Revenue Column | $1,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,141 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,141 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,916,153 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $563,154 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061,400 | TotalAmt |
| Program Services | $734,679 | ProgramServicesAmt |
| Management And General | $173,356 | ManagementAndGeneralAmt |
| Fundraising | $153,365 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,522 | TotalAmt |
| Program Services | $44,522 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,134 | TotalAmt |
| Program Services | $47,498 | ProgramServicesAmt |
| Management And General | $25,367 | ManagementAndGeneralAmt |
| Fundraising | $12,269 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,751 | TotalAmt |
| Management And General | $9,751 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,425 | TotalAmt |
| Management And General | $61,425 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,790 | TotalAmt |
| Management And General | $207,790 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,089 | TotalAmt |
| Management And General | $23,089 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,467 | TotalAmt |
| Management And General | $18,467 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,677 | TotalAmt |
| Program Services | $77,673 | ProgramServicesAmt |
| Management And General | $24,004 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,612 | TotalAmt |
| Program Services | $37,045 | ProgramServicesAmt |
| Management And General | $16,567 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,697 | TotalAmt |
| Management And General | $42,697 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,672 | TotalAmt |
| Program Services | $3,672 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,935 | TotalAmt |
| Management And General | $63,935 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $153,254 | $153,254 | |
| BANK & MERCHANT FEES | $105,286 | $105,286 | |
| DEVELOPMENT | $102,498 | $102,498 | |
| INSTRUMENT RENT & CARTAGE | $86,664 | $86,664 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,636 | TotalAmt |
| Program Services | $90,893 | ProgramServicesAmt |
| Management And General | $17,743 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,333,509 | TotalAmt |
| Program Services | $1,275,900 | ProgramServicesAmt |
| Management And General | $891,975 | ManagementAndGeneralAmt |
| Fundraising | $165,634 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,495 | BOYAmt |
| EOY | $40,903 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,000 | BOYAmt |
| EOY | $113,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,124 | BOYAmt |
| EOY | $18,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $181,781 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $158,057 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,396 | BOYAmt |
| EOY | $23,724 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,077 | BOYAmt |
| EOY | $481,245 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $983,092 | BOYAmt |
| EOY | $677,180 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,557 | BOYAmt |
| EOY | $320,027 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,849 | BOYAmt |
| EOY | $297,527 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $35,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,152 | BOYAmt |
| EOY | $396,448 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,558 | BOYAmt |
| EOY | $1,249,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$812,716 | BOYAmt |
| EOY | -$643,093 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658,250 | BOYAmt |
| EOY | $71,271 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$154,466 | BOYAmt |
| EOY | -$571,822 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $983,092 | BOYAmt |
| EOY | $677,180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$417,356 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,607,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,440,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,585,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $764,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,313,513 | CurrentTaxYearAmt |
| Total | $6,711,688 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,044 | CurrentTaxYearMinus4YearsAmt |
| Total | $25,044 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,632,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,440,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,585,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $764,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,313,513 | CurrentTaxYearAmt |
| Total | $6,736,732 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $6,736,732 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,011 | CurrentTaxYearMinus2YearsAmt |
| Total | $90,327 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $294,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $182,364 | CurrentTaxYearMinus2YearsAmt |
| Total | $476,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,303,686 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,974,077 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $158,057 | DepreciationAmt |
| Book Value | $23,724 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,724 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN VCCF | $481,245 |
| PARTNERSHIP INVESTMENT | $196,277 |
| IMPAIRMENT ON INVESTMENT | -$196,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $481,245 | TotalBookValueOtherAssetsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $40,986 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $40,986 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,500 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $40,986 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $40,986 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,500 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,500 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $39,486 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| JOHN SHWOPE | |||||||
| VICE CHAIR | GENERAL OPERATIONS | Yes (X) | $50,000 | $25,000 | false | Yes (true) | Yes (true) |
| PAUL FINKEL | |||||||
| CHAIR | GENERAL OPERATIONS | Yes (X) | $10,000 | $10,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $35,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION | 2 | $57,857 | FMV |
| Yes (X) | INSTRUMENTS | 1 | $24,500 | FMV |
| Yes (X) | TRAVEL/SUPPLIES | 1 | $4,136 | FMV |
| Yes (X) | ADVERTISING | 1 | $955 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY TREASURER AND AUDIT COMMITTEE CHAIR BEFORE FILING |
| FORM 990, PAGE 6, PART VI, LINE 12C | ATTORNEY ON GOVERNING BOARD IS TASKED WITH MONITORING POTENTIAL CONFLICTS OF INTEREST |
| FORM 990, PAGE 6, PART VI, LINE 15A | BOARD REVIEWS COMPENSATION OF CEO |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT ORGANIZATION'S MAIN OFFICE |
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