NEW WEST SYMPHONY ASSOCIATION

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Cite this

Plain text NEW WEST SYMPHONY ASSOCIATION. furp.org, nonprofit organization profile, tax years 2017–2024. https://furp.org/org/new-west-symphony-association-770406042. Retrieved 2026-11-08.

APA furp.org. (n.d.). NEW WEST SYMPHONY ASSOCIATION [Nonprofit organization profile; tax years 2017–2024]. Retrieved November 8, 2026, from https://furp.org/org/new-west-symphony-association-770406042

MLA “NEW WEST SYMPHONY ASSOCIATION.” furp.org, tax years 2017–2024, https://furp.org/org/new-west-symphony-association-770406042. Accessed 8 Nov. 2026.

Retrieved 2026-11-08; covers tax years 2017–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $1.9M · expenses $2.3M · assets $677K

EIN
77-0406042
Address
2100 E THOUSAND OAKS BLVD STE D, THOUSAND OAKS, CA 91362-2914
Website
WWW.NEWWESTSYMPHONY.ORG
NTEE code
A68 Music (Arts, Culture and Humanities) published (IRS Business Master File, as A680)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 1996 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity, 509(a)(2)
Cross-check
ProPublica Nonprofit Explorer

Mission

THE NEW WEST SYMPHONY INSPIRES PASSION FOR SYMPHONIC MUSIC THROUGH LIVE PERFORMANCES AND EDUCATION INITIATIVES THAT ENGAGE AND ENRICH ITS DIVERSE AUDIENCES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Natalia Staneva CEO2017-2024 $139,998$731,778 1

Officers and directors, no compensation reported

50 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Paul Finkel Md CHAIR2017-2024 5 $0 reported 1
John Shwope VICE CHAIR2017-2024 5 $0 reported 1
Anthony Vasquez TREASURER2024 5 $0 reported 1
Gary Wartik SECRETARY2017-2024 5 $0 reported 1
Erin Pohl DIRECTOR2019-2024 2 $0 reported 1
Russell Spoto Md DIRECTOR2017-2024 2 $0 reported 1
Marijane Unter DIRECTOR2021-2024 2 $0 reported 1
Samuel Bruttomesso Md (former) SECRETARY2017-2023 5 $0 reported 1
Harry Croner (former) DIRECTOR2017-2023 2 $0 reported 1
Claudia Bill-De La Pena (former) CHAIR2022-2023 5 $0 reported 1
Nancy Israel (former) DIRECTOR2017-2023 2 $0 reported 1
Nickie F Kubasak Jd (former) DIRECTOR2022-2023 2 $0 reported 1
Aerin Leduc-Gummeson (former) DIRECTOR2022-2023 2 $0 reported 1
Chip Marvin (former) DIRECTOR2022-2023 2 $0 reported 1
Brian Nelson (former) DIRECTOR2019-2023 2 $0 reported 1
Pamela Perkins Dwyer (former) VICE CHAIR2022-2023 5 $0 reported 1
Joan Piccioni (former) DIRECTOR2019-2023 2 $0 reported 1
Sheila Schwedes (former) DIRECTOR2021-2023 2 $0 reported 1
Bob Lugari (former) ACTING CHAIR2017-2021 5 $0 reported 1
Kim Woods (former) IMMEDIATE PA2017-2021 5 $0 reported 1
Anne Prokopovych (former) ASST TREASUR2019-2021 5 $0 reported 1
Joanne Chao (former) DIRECTOR2017-2021 2 $0 reported 1
Kathy Jeffers-Volk (former) DIRECTOR2021 2 $0 reported 1
James Nagy (former) DIRECTOR2019-2021 2 $0 reported 1
Stan Sutton (former) DIRECTOR2017-2021 2 $0 reported 1
Stephen Macintosh (former) Director2017-2020 2 $0 reported 1
Thomas Murphy (former) Director2017-2020 2 $0 reported 1
Ross Goldberg (former) Director2017-2020 2 $0 reported 1
Peter Van Name (former) Director2017-2020 1 $0 reported 1
Lynn Ziman (former) Director2017-2020 1 $0 reported 1
Dwight Brown (former) Chairman2019-2020 5 $0 reported 1
KAREN DEAN FRITTS PhD (former) Director2019-2020 1 $0 reported 1
Maryjane Unter (former) Director2020 1 $0 reported 1
Leah Mendelsohn (former) Director2017-2019 0 $0 reported 1
Mark Fitzpatrick (former) Director2019 0 $0 reported 1
Chris Kimball Phd (former) Director2017-2018 0 $0 reported 1
Miriam Chase Wille (former) Director2017-2018 0 $0 reported 1
Jorge Zambrano (former) Director2017-2018 0 $0 reported 1
Denise Danne Edd (former) Director2017-2018 0 $0 reported 1
Jim Nagy (former) Director2017-2018 0 $0 reported 1
David Spencer (former) Director2017-2018 0 $0 reported 1
Pema Dorje (former) Director2017-2018 0 $0 reported 1
Susan Patena (former) Director2018 0 $0 reported 1
Leslie Luciani (former) Director2017 0 $0 reported 1
Mark Petrasso (former) Director2017 0 $0 reported 1
David D Chi Md (former) Director2017 0 $0 reported 1
Ed Elson Md (former) Director2017 0 $0 reported 1
Mark Levinson Esq (former) Director2017 0 $0 reported 1
Harvey Alpern Md (former) Director2017 0 $0 reported 1
John Jacobs (former) Vice President2017 0 $0 reported 1

People by year

2024 · 8 people listed · 1 paid, $140K · 149 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NATALIA STANEVA CEO40 $139,998$0$0 $139,9981
PAUL FINKEL MD CHAIR5 $0$0$0 $01
JOHN SHWOPE VICE CHAIR5 $0$0$0 $01
ANTHONY VASQUEZ TREASURER5 $0$0$0 $01
GARY WARTIK SECRETARY5 $0$0$0 $01
ERIN POHL DIRECTOR2 $0$0$0 $01
RUSSELL SPOTO MD DIRECTOR2 $0$0$0 $01
MARIJANE UNTER DIRECTOR2 $0$0$0 $01
2023 · 18 people listed · 1 paid, $47K · 205 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NATALIA STANEVA CEO40 $46,666$0$0 $46,6661
CLAUDIA BILL-DE LA PENA CHAIR5 $0$0$0 $01
PAMELA PERKINS DWYER VICE CHAIR5 $0$0$0 $01
SAMUEL BRUTTOMESSO MD SECRETARY5 $0$0$0 $01
PAUL FINKEL MD IMMEDIATE PA5 $0$0$0 $01
HARRY CRONER DIRECTOR2 $0$0$0 $01
NANCY ISRAEL DIRECTOR2 $0$0$0 $01
NICKIE F KUBASAK JD DIRECTOR2 $0$0$0 $01
AERIN LEDUC-GUMMESON DIRECTOR2 $0$0$0 $01
CHIP MARVIN DIRECTOR2 $0$0$0 $01
BRIAN NELSON DIRECTOR2 $0$0$0 $01
JOAN PICCIONI DIRECTOR2 $0$0$0 $01
ERIN POHL DIRECTOR2 $0$0$0 $01
SHEILA SCHWEDES DIRECTOR2 $0$0$0 $01
JOHN SHWOPE DIRECTOR2 $0$0$0 $01
RUSSELL SPOTO MD DIRECTOR2 $0$0$0 $01
MARIJANE UNTER DIRECTOR2 $0$0$0 $01
GARY WARTIK DIRECTOR2 $0$0$0 $01
2022 · 18 people listed · 1 paid, $140K · 171 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NATALIA STANEVA CEO40 $139,998$0$0 $139,9981
PAUL FINKEL MD CHAIR5 $0$0$0 $01
SAMUEL BRUTTOMESSO MD SECRETARY5 $0$0$0 $01
HARRY CRONER TREASURER5 $0$0$0 $01
CLAUDIA BILL-DE LA PENA CHAIR-ELECT2 $0$0$0 $01
NANCY ISRAEL DIRECTOR2 $0$0$0 $01
NICKIE F KUBASAK JD DIRECTOR2 $0$0$0 $01
AERIN LEDUC-GUMMESON DIRECTOR2 $0$0$0 $01
CHIP MARVIN DIRECTOR2 $0$0$0 $01
BRIAN NELSON DIRECTOR2 $0$0$0 $01
PAMELA PERKINS DWYER DIRECTOR2 $0$0$0 $01
JOAN PICCIONI DIRECTOR2 $0$0$0 $01
ERIN POHL DIRECTOR2 $0$0$0 $01
SHEILA SCHWEDES DIRECTOR2 $0$0$0 $01
JOHN SHWOPE DIRECTOR2 $0$0$0 $01
RUSSELL SPOTO MD DIRECTOR2 $0$0$0 $01
MARIJANE UNTER DIRECTOR2 $0$0$0 $01
GARY WARTIK DIRECTOR2 $0$0$0 $01
2021 · 20 people listed · 1 paid, $140K · 103 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NATALIA STANEVA CEO40 $140,248$0$0 $140,2481
BOB LUGARI ACTING CHAIR5 $0$0$0 $01
KIM WOODS IMMEDIATE PA5 $0$0$0 $01
HARRY CRONER TREASURER5 $0$0$0 $01
ANNE PROKOPOVYCH ASST TREASUR5 $0$0$0 $01
SAMUEL BRUTTOMESSO MD SECRETARY5 $0$0$0 $01
JOANNE CHAO DIRECTOR2 $0$0$0 $01
PAUL FINKEL MD DIRECTOR2 $0$0$0 $01
NANCY ISRAEL DIRECTOR2 $0$0$0 $01
KATHY JEFFERS-VOLK DIRECTOR2 $0$0$0 $01
JAMES NAGY DIRECTOR2 $0$0$0 $01
BRIAN NELSON DIRECTOR2 $0$0$0 $01
JOAN PICCIONI DIRECTOR2 $0$0$0 $01
ERIN POHL DIRECTOR2 $0$0$0 $01
SHEILA SCHWEDES DIRECTOR2 $0$0$0 $01
JOHN SHWOPE DIRECTOR2 $0$0$0 $01
RUSSELL SPOTO MD DIRECTOR2 $0$0$0 $01
STAN SUTTON DIRECTOR2 $0$0$0 $01
MARIJANE UNTER DIRECTOR2 $0$0$0 $01
GARY WARTIK DIRECTOR2 $0$0$0 $01
2020 · 24 people listed · none paid · 193 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SAMUEL BRUTTOMESSO MD Secretary5 $0$0$0 $01
NANCY ISRAEL Director2 $0$0$0 $01
STEPHEN MACINTOSH Director2 $0$0$0 $01
HARRY CRONER Treasurer5 $0$0$0 $01
THOMAS MURPHY Director2 $0$0$0 $01
JOANNE CHAO Director2 $0$0$0 $01
ROSS GOLDBERG Director2 $0$0$0 $01
JAMES NAGY Director2 $0$0$0 $01
JOHN SHWOPE Director2 $0$0$0 $01
RUSSELL SPOTO MD Director2 $0$0$0 $01
STAN SUTTON Director1 $0$0$0 $01
PETER VAN NAME Director1 $0$0$0 $01
GARY WARTIK Director1 $0$0$0 $01
KIM WOODS Director1 $0$0$0 $01
LYNN ZIMAN Director1 $0$0$0 $01
PAUL FINKEL MD Director2 $0$0$0 $01
DWIGHT BROWN Chairman5 $0$0$0 $01
KAREN DEAN FRITTS PhD Director1 $0$0$0 $01
BOB LUGARI Vice President2 $0$0$0 $01
BRIAN NELSON Director1 $0$0$0 $01
JOAN PICCIONI Director1 $0$0$0 $01
ERIN POHL Director1 $0$0$0 $01
ANNE PROKOPOVYCH Director1 $0$0$0 $01
MARYJANE UNTER Director1 $0$0$0 $01
2019 · 25 people listed · none paid · 188 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LEAH MENDELSOHN Director0 $0$0$0 $01
SAMUEL BRUTTOMESSO MD Secretary5 $0$0$0 $01
NANCY ISRAEL Director0 $0$0$0 $01
STEPHEN MACINTOSH Director0 $0$0$0 $01
HARRY CRONER Treasurer5 $0$0$0 $01
THOMAS MURPHY Director0 $0$0$0 $01
JOANNE CHAO Director0 $0$0$0 $01
ROSS GOLDBERG Vice President0 $0$0$0 $01
JAMES NAGY Director0 $0$0$0 $01
JOHN SHWOPE Director0 $0$0$0 $01
RUSSELL SPOTO MD Director0 $0$0$0 $01
STAN SUTTON Director0 $0$0$0 $01
PETER VAN NAME Director0 $0$0$0 $01
GARY WARTIK Director0 $0$0$0 $01
KIM WOODS Director0 $0$0$0 $01
LYNN ZIMAN Director0 $0$0$0 $01
PAUL FINKEL MD Director0 $0$0$0 $01
DWIGHT BROWN Chairman5 $0$0$0 $01
MARK FITZPATRICK Director0 $0$0$0 $01
KAREN DEAN FRITTS PhD Director0 $0$0$0 $01
BOB LUGARI Vice President0 $0$0$0 $01
BRIAN NELSON Director0 $0$0$0 $01
JOAN PICCIONI Director0 $0$0$0 $01
ERIN POHL Director0 $0$0$0 $01
ANNE PROKOPOVYCH Director0 $0$0$0 $01
2018 · 25 people listed · 1 paid, $141K · 193 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NATALIA STANEVA 50 $141,000$0$0 $141,0001
LEAH MENDELSOHN Director0 $0$0$0 $01
SAMUEL BRUTTOMESSO MD Secretary5 $0$0$0 $01
CHRIS KIMBALL PHD Director0 $0$0$0 $01
NANCY ISRAEL Director0 $0$0$0 $01
MIRIAM CHASE WILLE Director0 $0$0$0 $01
STEPHEN MACINTOSH Director0 $0$0$0 $01
HARRY CRONER Treasurer5 $0$0$0 $01
THOMAS MURPHY Director0 $0$0$0 $01
JORGE ZAMBRANO Director0 $0$0$0 $01
JOANNE CHAO Director0 $0$0$0 $01
DENISE DANNE EDD Director0 $0$0$0 $01
ROSS GOLDBERG Vice President0 $0$0$0 $01
JIM NAGY Director0 $0$0$0 $01
JOHN SHWOPE Director0 $0$0$0 $01
DAVID SPENCER Director0 $0$0$0 $01
RUSSELL SPOTO MD Director0 $0$0$0 $01
STAN SUTTON Director0 $0$0$0 $01
PETER VAN NAME Director0 $0$0$0 $01
GARY WARTIK Director0 $0$0$0 $01
KIM WOODS Chairman5 $0$0$0 $01
PEMA DORJE Director0 $0$0$0 $01
LYNN ZIMAN Director0 $0$0$0 $01
SUSAN PATENA Director0 $0$0$0 $01
PAUL FINKEL MD Director0 $0$0$0 $01
2017 · 32 people listed · 1 paid, $124K · 168 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NATALIA STANEVA CEO60 $123,868$0$0 $123,8681
NANCY ISRAEL Director0 $0$0$0 $01
MIRIAM CHASE WILLE Director0 $0$0$0 $01
STEPHEN MACINTOSH Vice President0 $0$0$0 $01
LESLIE LUCIANI Director0 $0$0$0 $01
THOMAS MURPHY Director0 $0$0$0 $01
MARK PETRASSO Director0 $0$0$0 $01
JORGE ZAMBRANO Director0 $0$0$0 $01
JOANNE CHAO Director0 $0$0$0 $01
DAVID D CHI MD Director0 $0$0$0 $01
DENISE DANNE EDD Director0 $0$0$0 $01
ED ELSON MD Director0 $0$0$0 $01
ROSS GOLDBERG Director0 $0$0$0 $01
MARK LEVINSON ESQ Director0 $0$0$0 $01
BOB LUGARI Director0 $0$0$0 $01
JIM NAGY Director0 $0$0$0 $01
JOHN SHWOPE Director0 $0$0$0 $01
DAVID SPENCER Director0 $0$0$0 $01
RUSSELL SPOTO MD Director0 $0$0$0 $01
STAN SUTTON Director0 $0$0$0 $01
PETER VAN NAME Director0 $0$0$0 $01
GARY WARTIK Director0 $0$0$0 $01
KIM WOODS Director0 $0$0$0 $01
HARVEY ALPERN MD Director0 $0$0$0 $01
PEMA DORJE Director0 $0$0$0 $01
LYNN ZIMAN Director0 $0$0$0 $01
PAUL FINKEL MD Chairman10 $0$0$0 $01
JOHN JACOBS Vice President0 $0$0$0 $01
LEAH MENDELSOHN Vice President0 $0$0$0 $01
SAMUEL BRUTTOMESSO MD Vice President0 $0$0$0 $01
CHRIS KIMBALL PHD Vice President0 $0$0$0 $01
HARRY CRONER Treasurer5 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$1,916,153$2,333,509 $677,180-$571,822 $1,313,513$533,386 $139,998149100
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$1,009,801$896,209 $983,092-$154,466 $764,819$229,900 $46,666205100
2022 · Form 990 period ending 2023-08-31 · view filing · original 990 ↗
$2,583,184$2,918,320 $763,507-$268,058 $1,929,757$474,735 $139,998171100
2022 · Form 990 period ending 2023-08-31 · amended · superseded · view filing · original 990 ↗
$2,583,184$2,918,320 $763,507-$268,058 $1,929,757$474,735 $139,998171100
2021 · Form 990 period ending 2022-08-31 · view filing · original 990 ↗
$1,987,046$1,852,241 $934,366$67,078 $1,440,348$224,747 $140,248103100
2020 · Form 990 period ending 2021-08-31 · view filing · original 990 ↗
$1,642,962$1,361,703 $774,216-$73,002 $1,001,751$246,348 $0193100
2019 · Form 990 period ending 2020-08-31 · view filing · original 990 ↗
$1,392,274$1,959,688 $957,509-$453,949 $788,930$516,827 $0188200
2018 · Form 990 period ending 2019-08-31 · view filing · original 990 ↗
$2,890,567$2,845,806 $1,027,358$76,763 $1,873,430$730,719 $0193200
2017 · Form 990 period ending 2018-08-31 · view filing · original 990 ↗
$2,572,495$2,310,451 $898,491$71,951 $1,761,442$568,415 $0168200

Funders of this organization

28 grantors reported grants to this organization, $2,797,841 in all, tax years 2009 to 2025; the 25 largest shown (all 28). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
VENTURA COUNTY COMMUNITY FOUNDATION $1,633,17379 $44,3942024 2009-2024 DAF sponsor Exact
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $289,4509 $54,4502024 2016-2024 DAF sponsor Exact
show
CASSAR FAMILY FOUNDATION $132,8509 $15,0002025 2013-2016, 2019-2020, 2022-2023, 2025 Public charity Exact
show
JEWISH COMMUNITY FDN OF THE JEWISH FEDERATION COUNCIL OF GREATER LA $113,0007 $15,0002021 2015-2021 DAF sponsor Exact
show
ALLIANCE FOR THE ARTS $87,5002 $45,0002015 2014-2015 Public charity Exact
show
DONOR ADVISED CHARITABLE GIVING $86,1503 $62,2502024 2019, 2023-2024 DAF sponsor Exact
show
BANK OF AMERICA CHARITABLE FOUNDATION INC $53,06527 $8152022 2012-2022 Private foundation Fuzzy filed as “NEW WEST SYMPHONY ASSOCIATION”
show
NATIONAL PHILANTHROPIC TR $45,2505 $13,5002024 2018-2019, 2021-2022, 2024 DAF sponsor Exact
show
ROSALINDE AND ARTHUR GILBERT FOUNDATION $45,0007 $5,0002024 2018-2024 Private foundation Fuzzy filed as “NEW WEST SYMPHONY ASSOCIATION”
show
THOUSAND OAKS ALLIANCE FOR THE ARTS $45,0002 $20,0002024 2023-2024 Public charity Exact
show
COLBURN FOUNDATION $38,7502 $25,0002022 2021-2022 Private foundation Fuzzy filed as “NEW WEST SYMPHONY ASSOCIATION”
show
DR NANCY OREILLY FAMILY FOUNDATION $35,0003 $15,0002024 2022-2024 Private foundation Fuzzy filed as “NEW WEST SYMPHONY ASSOCIATION”
show
THE ANNENBERG FOUNDATION $35,0002 $10,0002016 2010, 2016 Private foundation Fuzzy filed as “New West Symphony Association”
show
COMMUNITIES FOUNDATION OF TEXAS $34,5005 $8,0002017 2015-2017 DAF sponsor Exact
show
CLARENCE E HELLER CHARITABLE FOUNDATION $15,0001 $15,0002023 2023 Private foundation Fuzzy filed as “NEW WEST SYMPHONY ASSOCIATION”
show
AMERICAN ENDOWMENT FOUNDATION $15,0003 $5,0002022 2019-2020, 2022 DAF sponsor Exact
show
LOS ANGELES PHILHARMONIC ASSOCIATION $15,0001 $15,0002020 2020 Public charity Exact
show
HUEMME FAMILY FOUNDATION INC $14,1986 $2,0522024 2015, 2020-2024 Private foundation Fuzzy filed as “NEW WEST SYMPHONY ASSOCIATION”, “New West Symphony Association (NWS)”
show
D ADDARIO FOUNDATION INC $13,4985 $2,0002023 2015, 2017-2019, 2023 Private foundation Fuzzy filed as “NEW WEST SYMPHONY ASSOCIATION”
show
YEVMENKIN FAMILY FOUNDATION INC $10,0001 $10,0002025 2025 Private foundation Fuzzy filed as “NEW WEST SYMPHONY ASSOCIATION”
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SHERWOOD COUNTRY CLUB CHARITABLE FOUNDATION INC $10,0002 $5,0002024 2023-2024 Public charity Exact
show
CHARITIES AID FOUNDATION AMERICA $9,4501 $9,4502023 2023 DAF sponsor Exact
show
VANGUARD CHARITABLE ENDOWMENT PROGRAM $7,5001 $7,5002024 2024 DAF sponsor Exact
show
OREGON JEWISH COMMUNITY FOUNDATION $5,0001 $5,0002017 2017 DAF sponsor Exact
show
MILLION DOLLAR ROUND TABLE FOUNDATION $5,0001 $5,0002013 2013 Public charity Exact
show

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CALIFORNIA BLUEGRASS ASSOCAA68 $1,109,006$1,302,095 Executive Director$48,000 Same NTEE code A68, revenue within 2x, same state
HEALDSBURG JAZZ FESTIVAL INCCAA68 $1,207,591$1,186,678 ARTISTIC DIR$94,900 Same NTEE code A68, revenue within 2x, same state
OJAI FESTIVALS LTDCAA68 $2,295,659$2,121,559 ARTISTIC AND EXECUTIVE DIR$125,000 Same NTEE code A68, revenue within 2x, same state
MUSIC CHANGING LIVESCAA68 $1,354,501$1,314,813 PRESIDENT$0 Same NTEE code A68, revenue within 2x, same state
YOUTH ORCHESTRAS OF FRESNOCAA68 $997,742$910,064 Executive Dir.$70,000 Same NTEE code A68, revenue within 2x, same state
EPACENTERCAA68 $2,683,541$3,437,890 EXECUTIVE DIRECTOR$243,815 Same NTEE code A68, revenue within 2x, same state
KRONOS PERFORMING ARTS ASSNCAA68 $1,143,952$1,866,151 Exec Director$141,575 Same NTEE code A68, revenue within 2x, same state
MUSIC FOR MINORS INCCAA68 $2,170,159$1,925,093 FORMER CEO$167,946 Same NTEE code A68, revenue within 2x, same state
VALLEY CULTURAL CENTERCAA68 $1,248,950$1,259,734 Executive Dir.$77,500 Same NTEE code A68, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one $18,252,738324 65DAF sponsor2016–2024 BOSTON BAROQUE INC; DANIELS MUSIC FOUNDATION; GARTH NEWEL MUSIC CENTER FOUNDATION CORP; OJAI FESTIVALS LTD and 61 more
DONOR ADVISED CHARITABLE GIVING funds this one $8,180,405257 52DAF sponsor2014–2024 KRONOS PERFORMING ARTS ASSN; SEATTLE JAZZED; BOSTON BAROQUE INC; JAZZ ST LOUIS and 48 more
UNITED WAY OF GREATER ST LOUIS INC $4,403,83210 1DAF sponsor2014–2024 JAZZ ST LOUIS
NATIONAL PHILANTHROPIC TR funds this one $4,277,71089 25DAF sponsor2014–2024 PLAY ON PHILLY; THIRD COAST PERCUSSION NFP; CARMEL BACH FESTIVAL INC; CHAMBER MUSIC SOCIETY OF PALM BEACH INC and 21 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM funds this one $3,656,668120 36DAF sponsor2020–2024 YELLOW BARN INC; AMERICAN FRIENDS OF LES ARTS FLORISSANTS INC; HEALDSBURG JAZZ FESTIVAL INC; REDLANDS COMMUNITY MUSIC ASSOCIATION INC and 32 more
WILLIAM & FLORA HEWLETT FOUNDATION $3,076,00038 4Private foundation2010–2024 KRONOS PERFORMING ARTS ASSN; CARMEL BACH FESTIVAL INC; NEW PERFORMANCE TRADITIONS; EPACENTER
T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC $2,975,25010 4DAF sponsor2020–2025 AMERICAN FRIENDS OF LES ARTS FLORISSANTS INC; GARTH NEWEL MUSIC CENTER FOUNDATION CORP; TRUE CONCORD VOICES AND ORCHESTRA INC; COLORADO MUSIC FESTIVAL
WORLD WIDE TECHNOLOGY FOUNDATION $2,823,94116 1Private foundation2010–2025 JAZZ ST LOUIS
CALIFORNIA COMMUNITY FOUNDATION $2,706,53728 5DAF sponsor2009–2024 CAMERATA PACIFICA; YOUNG MUSICIANS FOUNDATION; OJAI FESTIVALS LTD; VALLEY CULTURAL CENTER and 1 more
ANDREW W MELLON FOUNDATION $2,557,1507 2Private foundation2016–2024 GATEWAYS MUSIC FESTIVAL INC; JAZZ ST LOUIS
JOHN S AND JAMES L KNIGHT FOUNDATION INC $2,323,68825 6Private foundation2011–2024 OTIS REDDING FOUNDATION INC; NU DECO ENSEMBLE INC; PLAY ON PHILLY; CHAMBER MUSIC SOCIETY OF PALM BEACH INC and 2 more
SAINT PAUL & MINNESOTA FOUNDATION $2,155,81126 3DAF sponsor2010–2025 VOCALESSENCE; LAKES AREA MUSIC FESTIVAL; DETROIT CHAMBER WINDS
STEWARD FAMILY FOUNDATION $1,959,7145 1Private foundation2013–2017 JAZZ ST LOUIS
The Bay and Paul Foundations Inc $1,740,0005 1Private foundation2020–2023 GATEWAYS MUSIC FESTIVAL INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC $1,725,34350 22DAF sponsor2013–2024 VOCES8 FOUNDATION; VALLEY CULTURAL CENTER; RHODE ISLAND ARTS FOUNDATION AT NEWPORT INCORPORATED; OJAI FESTIVALS LTD and 18 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $2,333,509 spent · pay $1,191,056 · grants $0 · events $1,500
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,061,400$734,679$173,356$153,365 45.5%
Advertising and promotion $207,790-$207,790- 8.9%
Other (as described)OUTSIDE SERVICES $153,254$153,254-- 6.6%
All other expenses $108,636$90,893$17,743- 4.7%
Other (as described)BANK & MERCHANT FEES $105,286-$105,286- 4.5%
Other (as described)DEVELOPMENT $102,498-$102,498- 4.4%
Occupancy $101,677$77,673$24,004- 4.4%
Other (as described)INSTRUMENT RENT & CARTAGE $86,664$86,664-- 3.7%
Payroll taxes $85,134$47,498$25,367$12,269 3.6%
Insurance $63,935-$63,935- 2.7%
Fees: other services $61,425-$61,425- 2.6%
Travel $53,612$37,045$16,567- 2.3%
Pension plan contributions $44,522$44,522-- 1.9%
Interest $42,697-$42,697- 1.8%
Office expenses $23,089-$23,089- 1.0%
Information technology $18,467-$18,467- 0.8%
Fees: legal $9,751-$9,751- 0.4%
Depreciation and depletion $3,672$3,672-- 0.2%
Fundraising events Eventdirect expenses; gross income $40,986$1,500reported apart
Total$2,333,509100%

View the filing

2023 · Form 990 · $896,209 spent · pay $541,671 · grants $0 · events $4,639
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $483,660$371,098$63,972$48,590 54.0%
Advertising and promotion $107,475-$107,475- 12.0%
Other (as described)OUTSIDE SERVICES $40,442$40,442-- 4.5%
Occupancy $33,567$27,285$6,282- 3.7%
Payroll taxes $30,034$18,058$8,089$3,887 3.4%
Other (as described)INSTRUMENT RENT & CARTAGE $30,006$30,006-- 3.3%
All other expenses $28,494$14,805$13,689- 3.2%
Pension plan contributions $27,977$27,977-- 3.1%
Other (as described)MUSIC LIBRARY $22,615$22,615-- 2.5%
Insurance $18,146-$18,146- 2.0%
Fees: other services $18,078-$18,078- 2.0%
Other (as described)DEVELOPMENT $16,706-$16,706- 1.9%
Travel $13,856$12,422$1,434- 1.5%
Information technology $11,531-$11,531- 1.3%
Office expenses $8,597$818$7,779- 1.0%
Depreciation and depletion $4,535$4,535-- 0.5%
Fees: legal $490-$490- 0.1%
Fundraising events Eventdirect expenses; gross income $20,217$4,639reported apart
Total$896,209100%

View the filing

2022 · Form 990 · $2,918,320 spent · pay $1,390,956 · grants $0 · events $597,999
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,235,016$878,631$202,885$153,500 42.3%
Other (as described) EventCONCERT/ORCHESTRA $543,266$543,266-- 18.6%
Advertising and promotion $322,006-$322,006- 11.0%
Other (as described)DEVELOPMENT $111,952$66,604$45,348- 3.8%
Payroll taxes $111,111$53,697$45,134$12,280 3.8%
Other (as described)OUTSIDE SERVICES $99,851$99,851-- 3.4%
Occupancy $96,511$33,743$62,768- 3.3%
Other (as described)INSTRUMENT RENT & CARTAGE $73,494$73,494-- 2.5%
Insurance $67,211-$67,211- 2.3%
All other expenses $59,635$30,118$29,517- 2.0%
Fees: other services $52,707-$52,707- 1.8%
Pension plan contributions $44,829$44,829-- 1.5%
Travel $36,278$13,006$23,272- 1.2%
Information technology $25,689-$25,689- 0.9%
Office expenses $21,214$2,715$18,499- 0.7%
Fees: legal $6,015-$6,015- 0.2%
Depreciation and depletion $5,916$5,916-- 0.2%
Fees: investment management $5,619-$5,619- 0.2%
Fundraising events Eventdirect expenses; gross income $22,050$54,733reported apart
Total$2,918,320100%

View the filing

2021 · Form 990 · $1,852,241 spent · pay $1,136,909 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,030,310$630,989$332,155$67,166 55.6%
Advertising and promotion $216,756$4,465$212,291- 11.7%
Payroll taxes $67,768$28,850$38,918- 3.7%
Fees: other services $67,606-$67,606- 3.6%
Occupancy $66,987$44,766$22,221- 3.6%
Other (as described)MUSIC LIBRARY $61,299$61,299-- 3.3%
Insurance $55,205-$55,205- 3.0%
Other (as described)INSTRUMENT RENT & CARTAGE $45,292$45,292-- 2.4%
Other (as described)DEVELOPMENT $32,857--$32,857 1.8%
Office expenses $31,839$525$31,314- 1.7%
All other expenses $29,310$6,837$22,473- 1.6%
Information technology $27,176-$27,176- 1.5%
Pension plan contributions $26,878$26,878-- 1.5%
Travel $26,240$16,106$10,134- 1.4%
Other (as described)OUTSIDE SERVICES $23,702$19,728$3,974- 1.3%
Depreciation and depletion $15,729$15,729-- 0.8%
Other employee benefits $11,953$1,018$10,935- 0.6%
Fees: investment management $8,041-$8,041- 0.4%
Interest $4,053-$4,053- 0.2%
Fees: legal $3,240-$3,240- 0.2%
Total$1,852,241100%

View the filing

2020 · Form 990 · $1,361,703 spent · pay $907,184 · grants $0 · events $149,854
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $736,557$474,202$26,445$235,910 54.1%
Other (as described) EventCONCERT PRODUCTION $145,688$145,688-- 10.7%
Other employee benefits $108,368$61,661$714$45,993 8.0%
Other (as described)GUEST ARTISTS $53,061$53,061-- 3.9%
Occupancy $52,813$24,708$28,105- 3.9%
Payroll taxes $51,485$29,506$1,054$20,925 3.8%
Fees: other services $34,702$32,155$2,547- 2.5%
Office expenses $29,468$12,848$5,432$11,188 2.2%
Other (as described)MARKETING EXPENSES $28,191$28,191-- 2.1%
Information technology $24,175$10,375$3,425$10,375 1.8%
Insurance $22,026-$22,026- 1.6%
Other (as described)OTHER EXPENSES $19,323$3,632$3,638$12,053 1.4%
Pension plan contributions $10,774$10,774-- 0.8%
Fees: accounting $10,150-$10,150- 0.7%
Interest $8,706-$8,706- 0.6%
Fees: investment management $8,673-$8,673- 0.6%
Depreciation and depletion $8,665$5,498$3,167- 0.6%
All other expenses $3,964$3,964-- 0.3%
Fees: legal $2,740-$2,740- 0.2%
Travel $1,362$180$499$683 0.1%
Conferences, conventions and meetings $447-$447- 0.0%
Royalties $365$365-- 0.0%
Fundraising events Eventdirect expenses; gross income $17,183$3,719reported apart
Total$1,361,703100%

View the filing

2019 · Form 990 · $1,959,688 spent · pay $1,258,869 · grants $0 · events $203,351
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,012,747$749,048$23,209$240,490 51.7%
Other employee benefits $142,696$93,236$4,817$44,643 7.3%
Other (as described) EventCONCERT PRODUCTION $103,644$103,644-- 5.3%
Occupancy $102,866$67,410$35,456- 5.2%
Advertising and promotion $95,348$95,348-- 4.9%
Other (as described)GUEST ARTISTS $95,182$95,182-- 4.9%
Payroll taxes $72,749$49,170$1,306$22,273 3.7%
Other (as described)OTHER EXPENSES $61,166$9,733$6,524$44,909 3.1%
Fees: accounting $47,394-$47,394- 2.4%
Other (as described)MUSIC DIRECTOR FEES & EXPENSES $42,403$42,403-- 2.2%
Office expenses $35,663$15,393$5,909$14,361 1.8%
Fees: other services $32,013$22,451$5,353$4,209 1.6%
Pension plan contributions $30,677$30,677-- 1.6%
Insurance $24,456$3,007$21,449- 1.2%
Information technology $21,451$8,508$5,443$7,500 1.1%
Depreciation and depletion $15,707$11,404$4,303- 0.8%
Fees: investment management $8,030-$8,030- 0.4%
Interest $6,205-$6,205- 0.3%
Royalties $3,631$3,631-- 0.2%
Fees: legal $3,055-$3,055- 0.2%
Conferences, conventions and meetings $1,807-$1,657$150 0.1%
Travel $798$798-- 0.0%
Fundraising events Eventdirect expenses; gross income $75,034$97,900reported apart
Total$1,959,688100%

View the filing

2018 · Form 990 · $2,845,806 spent · pay $1,679,779 · grants $0 · events $528,863
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,390,859$1,077,326$32,849$280,684 48.9%
Other (as described) EventCONCERT PRODUCTION $348,588$348,588-- 12.2%
Advertising and promotion $200,597$200,597-- 7.0%
Occupancy $179,991$141,807$38,184- 6.3%
Other employee benefits $131,570$77,456$398$53,716 4.6%
Payroll taxes $99,046$72,730$1,434$24,882 3.5%
Other (as described)GUEST ARTISTS $72,126$72,126-- 2.5%
Other (as described)MUSIC DIRECTOR FEES & EXPENSES $68,247$68,247-- 2.4%
Pension plan contributions $58,304$58,304-- 2.0%
Other (as described)OTHER EXPENSES $55,598$13,395$3,671$38,532 2.0%
Fees: accounting $50,258-$50,258- 1.8%
Office expenses $40,335$17,293$7,149$15,893 1.4%
Fees: other services $32,459$3,503$5,315$23,641 1.1%
Information technology $26,445$30$7,155$19,260 0.9%
Insurance $26,245$3,719$22,526- 0.9%
Depreciation and depletion $18,533$4,633$13,900- 0.7%
Fees: legal $12,939-$12,939- 0.5%
Fees: investment management $10,852-$10,852- 0.4%
Royalties $8,939$8,939-- 0.3%
Interest $8,519-$8,519- 0.3%
Conferences, conventions and meetings $2,964$162$2,802- 0.1%
Travel $2,392$848$482$1,062 0.1%
Fundraising events Eventdirect expenses; gross income $161,055$177,311reported apart
Total$2,845,806100%

View the filing

2017 · Form 990 · $2,310,451 spent · pay $1,453,760 · grants $0 · events $233,663
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,229,197$964,485$32,823$231,889 53.2%
Occupancy $176,509$158,589$17,920- 7.6%
Other (as described)MARKETING & PROMOTION $125,809$125,809-- 5.4%
Other (as described) EventCONCERT PRODUCTION $90,968$90,968-- 3.9%
Payroll taxes $90,158$67,750$1,563$20,845 3.9%
Other employee benefits $84,808$61,824-$22,984 3.7%
Other (as described)GUEST ARTISTS $74,418$74,418-- 3.2%
Fees: accounting $55,622-$55,622- 2.4%
Fees: other services $54,618$25,026$6,616$22,976 2.4%
Other (as described)MUSIC DIRECTOR FEES & EXPENSES $49,918$49,918-- 2.2%
All other expenses $49,613$35,819$3,364$10,430 2.1%
Pension plan contributions $49,597$49,597-- 2.1%
Office expenses $39,510$15,624$8,583$15,303 1.7%
Insurance $35,682$7,172$28,510- 1.5%
Fees: legal $24,707-$24,707- 1.1%
Information technology $21,380$38$5,024$16,318 0.9%
Depreciation and depletion $18,842$13,169$5,673- 0.8%
Interest $11,370-$11,370- 0.5%
Royalties $9,621$9,621-- 0.4%
Fees: investment management $8,032-$8,032- 0.3%
Conferences, conventions and meetings $7,879$2,649$4,822$408 0.3%
Travel $2,193$612$1,578$3 0.1%
Fundraising events Eventdirect expenses; gross income $153,454$134,816reported apart
Total$2,310,451100%

View the filing

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2026$30,000$01
2022$114,103$01
2021$156,767$01
2020$0$03
Largest awards · 3 shown
YearAgencyKindProgramDescriptionObligated
2026National Endowment for the ArtsGrant or other assistancePROMOTION OF THE ARTS GRANTS TO ORGANIZATIONS AND INDIVIDUALS 45.024PURPOSE: TO SUPPORT STAFF SALARIES AND COMMISSIONING FEES FOR THE PRESENTATION OF MUSICAL WORKS AS PART OF AMERICA250.$30,000
2022Small Business AdministrationGrant or other assistanceSHUTTERED VENUE OPERATORS GRANT PROGRAM 59.075AWARDTYPE: DIRECT PAYMENT FOR SPECIFIED USE ACTIVITIES TO BE PERFORMED: SUPPORT THE ONGOING OPERATIONS OF ELIGIBLE ENTITIES DELIVERABLES: GRANTS EXPECTED OUTCOM$114,103
2021Small Business AdministrationGrant or other assistanceSHUTTERED VENUE OPERATORS GRANT PROGRAM 59.075AWARDTYPE: DIRECT PAYMENT FOR SPECIFIED USE ACTIVITIES TO BE PERFORMED: SUPPORT THE ONGOING OPERATIONS OF ELIGIBLE ENTITIES DELIVERABLES: GRANTS EXPECTED OUTCOM$156,767

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