Civic Intelligence

West Valley Symphony Association

990 • Fiscal year 2022 • EIN 23-7041526

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

Organization ProfileWESTVALLEYSYMPHONY.ORG
PO Box 7328Surprise, AZ 85374-0105

(623) 236-6781

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

55th percentile

3.3%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

120%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,889,062

Up $60,313 (+3.3%) from 2021

Net Assets

Up

$1,876,730

Up $130,058 (+7.4%) from 2021

Liabilities

Down

$12,332

Down $69,745 (-85%) from 2021

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin75th percentile

Revenue

Up

$527,665

Up $288,308 (+120%) from 2021

Expenses

Up

$397,607

Up $197,866 (+99%) from 2021

Net Income

Up

$130,058

Up $90,442 (+228%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,141,584Liabilities 2015: $162,260Net Assets 2015: $979,3242015Assets 2016: $1,064,965Liabilities 2016: $76,708Net Assets 2016: $988,2572016Assets 2017: $1,287,703Liabilities 2017: $65,740Net Assets 2017: $1,221,9632017Assets 2018: $1,512,932Liabilities 2018: $92,905Net Assets 2018: $1,420,0272018Assets 2020: $1,599,182Liabilities 2020: $88,578Net Assets 2020: $1,510,6042020Assets 2021: $1,828,749Liabilities 2021: $82,077Net Assets 2021: $1,746,6722021Assets 2022: $1,889,062Liabilities 2022: $12,332Net Assets 2022: $1,876,7302022Assets 2024: $1,952,731Liabilities 2024: $18,000Net Assets 2024: $1,934,7312024

Highlighted filing

2022

Assets$1,889,062
Liabilities$12,332
Net Assets$1,876,730
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $259,203Expenses 2015: $285,828Net Income 2015: -$26,6252015Revenue 2016: $314,181Expenses 2016: $305,122Net Income 2016: $9,0592016Revenue 2017: $507,559Expenses 2017: $342,655Net Income 2017: $164,9042017Revenue 2018: $573,103Expenses 2018: $381,248Net Income 2018: $191,8552018Revenue 2020: $364,211Expenses 2020: $383,951Net Income 2020: -$19,7402020Revenue 2021: $239,357Expenses 2021: $199,741Net Income 2021: $39,6162021Revenue 2022: $527,665Expenses 2022: $397,607Net Income 2022: $130,0582022Revenue 2024: $473,101Expenses 2024: $548,007Net Income 2024: -$74,9062024

Highlighted filing

2022

Revenue$527,665
Expenses$397,607
Net Income$130,058
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.0
Gross Receipts
$647,097
Mission and Program Overview

Mission

To support a symphony orchestra in sun city and surrounding areas.

To support a symphony orchestra in surprise and surrounding areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,468,756$1,435,787▼ $32,969
Savings and Temporary Cash Investments$128,139$203,385▲ $75,246
Cash and Non-Interest-Bearing Accounts$29,528$76,081▲ $46,553
Accounts Receivable$9,200--
Prepaid Expenses and Deferred Charges$4,422$1,000▼ $3,422
Land, Buildings, and Equipment, Net$507$169▼ $338
Total Assets$1,828,749$1,889,062▲ $60,313
Other Assets Total$188,197$172,640▼ $15,557
Liabilities
Deferred Revenue$82,077$12,332▼ $69,745
Total Liabilities$82,077$12,332▼ $69,745
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,586,307$1,703,091▲ $116,784
Net Assets With Donor Restrictions$160,365$173,639▲ $13,274
Total Net Assets Fund Balance$1,746,672$1,876,730▲ $130,058
Total Liabilities and Net Assets / Fund Balance$1,828,749$1,889,062▲ $60,313

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$169$3,212$3,381
Other Assets Org$21,032--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
J Carter MarsdenPresident
Barbara LashmetDirector
Bruce DockterDirector
Claudia VasquezDirector
Terry HayesDirector
Anne LevigSecretary
Edwin WilliamsonTreasurer
Louisa KellamVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$513,248
Program Service Revenue
$130,605
Investment Income
$-116,188
Other Revenue
$0
All Other Contributions
$513,248
Change in Net Assets
$130,058

Audited Revenue Reconciliation

Revenue per Audited Statements
$527,665
Total Revenue per Audited Statements
$527,665
Total Revenue per Form 990
$527,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,299
Salaries, Compensation, and Employee Benefits$158,308
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$145,693--$145,693
Occupancy$49,774--$49,774
All Other Expenses$34,222$7,281-$41,503
Advertising$22,687--$22,687
Payroll Taxes$12,615--$12,615
Office Expenses$11,370--$11,370
Fees for Services Accounting$8,364--$8,364
Insurance$6,200--$6,200
Other Expenses$5,781$11,820-$5,781
Fees for Services Legal-$3,969-$3,969
Travel$937--$937
Depreciation Depletion$338--$338
Total Functional Expenses$374,537$23,070$0$397,607

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$397,607
Total Expenses per Audited Statements$397,607
Total Expenses per Form 990$397,607
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The members vote by attending the annual meetings, or by sending in a proxy card.”

Form 990, Page 6, Part VI, Line 11B

“A written or electronic copy of the organization's form 990 along with the required schedules, as ultimately filed with the irs, is provided or made available to all the board members. One or more board members will review and approve the filing of the form 990.”

Form 990, Page 6, Part VI, Line 12C

“A member of the governing body shall: 1) fully disclose, at the earliest opportunity, information that may result in a perceived or actual conflict of interest. Any such disclosure should be included in the meeting minutes. 2) fully disclose, at the earliest opportunity, information of fact that would have significance in board decision making and voluntarily withdraw from discussion/voting on any such item under consideration.”

Form 990, Page 6, Part VI, Line 19

“Upon request the organization makes available to the public any governing documents, policies, and financial statements.”

Filing and Contact Details

Filer

Filer Name
West Valley Symphony Association
EIN
23-7041526
Phone
6232366781
Address
PO BOX 7328, SURPRISE, AZ 85374-0105

Signing Officer

Name
J Carter Marsden
Title
President
Phone
6237730116
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Carter Marsden
Formed
1968
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
93
Volunteers
44

Preparer

Firm
J Brad Jenner CPA Pc
Address
13211 N 103RD AVE STE 1, SUN CITY, AZ 85351-3078
Preparer
J Brad Jenner CPA
Phone
6239337372
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Consulting-database 5,418 0 0 computer 4,994 0 0 music rental and purchase 4,221 0 0 consulting graphics 3,755 0 0 mailing fliers 3,455 0 0 dues & subscriptions 0 2,606 0 endowment expense 0 2,425 0 consulting website 2,015 0 0 credit card fees 1,904 0 0 miscellaneous 1,678 0 0 orchestra cartage 1,494 0 0 dev special event 1,481 0 0 telephone 0 1,284 0 bmi 1,096 0 0 postage 0 966 0 consulting marketing 960 0 0 auditions 806 0 0 travel and entertainment 560 0 0 ascap 385 0 0 total 34,222 7,281 0”

Raw XML AppendixShowing 400 of 410 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt09200
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT A SYMPHONY ORCHESTRA IN SURPRISE AND SURROUNDING AREAS.
IRS990/AdvertisingGrp/ProgramServicesAmt022687
IRS990/AdvertisingGrp/TotalAmt022687
IRS990/AllOtherContributionsAmt0513248
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07281
IRS990/AllOtherExpensesGrp/ProgramServicesAmt034222
IRS990/AllOtherExpensesGrp/TotalAmt041503
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0J CARTER MARSDEN
IRS990/BooksInCareOfDetail/PhoneNum06232366781
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 7328
IRS990/BooksInCareOfDetail/USAddress/CityNm0SURPRISE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085374
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt029528
IRS990/CashNonInterestBearingGrp/EOYAmt076081
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0513248
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-116188
IRS990/CYOtherExpensesAmt0239299
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0130605
IRS990/CYRevenuesLessExpensesAmt0130058
IRS990/CYSalariesCompEmpBnftPaidAmt0158308
IRS990/CYTotalExpensesAmt0397607
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0527665
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt082077
IRS990/DeferredRevenueGrp/EOYAmt012332
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0338
IRS990/DepreciationDepletionGrp/TotalAmt0338
IRS990/Desc0EDUCATION IN THE SYMPHONIC AND MUSICAL ARTS IN SURPRISE AND THE SURROUNDING AREAS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0160365
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0173639
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt093
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0374537
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08364
IRS990/FeesForServicesAccountingGrp/TotalAmt08364
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03969
IRS990/FeesForServicesLegalGrp/TotalAmt03969
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LOUISA KELLAM
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA LASHMET
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNE LEVIG
IRS990/Form990PartVIISectionAGrp/PersonNm3EDWIN WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm4CLAUDIA VASQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5TERRY HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm6J CARTER MARSDEN
IRS990/Form990PartVIISectionAGrp/PersonNm7BRUCE DOCKTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-119432
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0647097
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt06200
IRS990/InsuranceGrp/TotalAmt06200
IRS990/InvestmentIncomeGrp/ExclusionAmt03244
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03244
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01468756
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01435787
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03212
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0507
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0169
IRS990/LandBldgEquipCostOrOtherBssAmt03381
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0119432
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT A SYMPHONY ORCHESTRA IN SURPRISE AND SURROUNDING AREAS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01746672
IRS990/NetAssetsOrFundBalancesEOYAmt01876730
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-119432
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-119432
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01586307
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01703091
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt049774
IRS990/OccupancyGrp/TotalAmt049774
IRS990/OfficeExpensesGrp/ProgramServicesAmt011370
IRS990/OfficeExpensesGrp/TotalAmt011370
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0188197
IRS990/OtherAssetsTotalGrp/EOYAmt0172640
IRS990/OtherExpensesGrp/Desc0INDEPENDENT CONTRACTORS
IRS990/OtherExpensesGrp/Desc1GUEST ARTISTS
IRS990/OtherExpensesGrp/Desc2CONSULTING SERVICES-ADMIN
IRS990/OtherExpensesGrp/Desc3STAGE EQUIPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011820
IRS990/OtherExpensesGrp/ProgramServicesAmt062636
IRS990/OtherExpensesGrp/ProgramServicesAmt113920
IRS990/OtherExpensesGrp/ProgramServicesAmt25781
IRS990/OtherExpensesGrp/TotalAmt062636
IRS990/OtherExpensesGrp/TotalAmt113920
IRS990/OtherExpensesGrp/TotalAmt211820
IRS990/OtherExpensesGrp/TotalAmt35781
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0145693
IRS990/OtherSalariesAndWagesGrp/TotalAmt0145693
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt012615
IRS990/PayrollTaxesGrp/TotalAmt012615
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04422
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0J CARTER MARSDEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES-SERIES
IRS990/ProgramServiceRevenueGrp/Desc1TICKET SALES-SINGLES
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORS AND ADVERTISING
IRS990/ProgramServiceRevenueGrp/ExclusionAmt073317
IRS990/ProgramServiceRevenueGrp/ExclusionAmt133288
IRS990/ProgramServiceRevenueGrp/ExclusionAmt224000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt073317
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt133288
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt224000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt070248
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0162190
IRS990/PYOtherExpensesAmt0125326
IRS990/PYProgramServiceRevenueAmt06919
IRS990/PYRevenuesLessExpensesAmt039616
IRS990/PYSalariesCompEmpBnftPaidAmt074415
IRS990/PYTotalExpensesAmt0199741
IRS990/PYTotalRevenueAmt0239357
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0130058
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0130605
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128139
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0203385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0513248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt090338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0216600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0289104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01179538
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03244
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt030662
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt060342
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt029416
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0159826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0130605
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0208401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0220756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0194926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0761607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036162
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt060342
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt029416
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0159826
IRS990ScheduleA/InvestmentIncomeCYPct00.08000
IRS990ScheduleA/InvestmentIncomePYPct00.10000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92390
IRS990ScheduleA/PublicSupportPY509Pct00.89680
IRS990ScheduleA/PublicSupportTotal509Amt01941145
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0643853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0298739
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0437356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0484030
IRS990ScheduleA/Total509Grp/TotalAmt01941145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0647097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0329401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0497698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0513446
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02100971
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0169
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03212
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03381
IRS990ScheduleD/ExpensesSubtotalAmt0397607
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0151608
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt121032
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ENDOWMENT AZ COMMUNITY SCSYM
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ENDOWMENT AZ COMMUNITY EBER
IRS990ScheduleD/RevenueSubtotalAmt0527665
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0169
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0172640
IRS990ScheduleD/TotalExpensesPerForm990Amt0397607
IRS990ScheduleD/TotalRevenuePerForm990Amt0527665
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0527665
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0397607
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS VOTE BY ATTENDING THE ANNUAL MEETINGS, OR BY SENDING IN A PROXY CARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A WRITTEN OR ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 ALONG WITH THE REQUIRED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, IS PROVIDED OR MADE AVAILABLE TO ALL THE BOARD MEMBERS. ONE OR MORE BOARD MEMBERS WILL REVIEW AND APPROVE THE FILING OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A MEMBER OF THE GOVERNING BODY SHALL: 1) FULLY DISCLOSE, AT THE EARLIEST OPPORTUNITY, INFORMATION THAT MAY RESULT IN A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. ANY SUCH DISCLOSURE SHOULD BE INCLUDED IN THE MEETING MINUTES. 2) FULLY DISCLOSE, AT THE EARLIEST OPPORTUNITY, INFORMATION OF FACT THAT WOULD HAVE SIGNIFICANCE IN BOARD DECISION MAKING AND VOLUNTARILY WITHDRAW FROM DISCUSSION/VOTING ON ANY SUCH ITEM UNDER CONSIDERATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ANY GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING-DATABASE 5,418 0 0 COMPUTER 4,994 0 0 MUSIC RENTAL AND PURCHASE 4,221 0 0 CONSULTING GRAPHICS 3,755 0 0 MAILING FLIERS 3,455 0 0 DUES & SUBSCRIPTIONS 0 2,606 0 ENDOWMENT EXPENSE 0 2,425 0 CONSULTING WEBSITE 2,015 0 0 CREDIT CARD FEES 1,904 0 0 MISCELLANEOUS 1,678 0 0 ORCHESTRA CARTAGE 1,494 0 0 DEV SPECIAL EVENT 1,481 0 0 TELEPHONE 0 1,284 0 BMI 1,096 0 0 POSTAGE 0 966 0 CONSULTING MARKETING 960 0 0 AUDITIONS 806 0 0 TRAVEL AND ENTERTAINMENT 560 0 0 ASCAP 385 0 0 TOTAL 34,222 7,281 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01828749
IRS990/TotalAssetsEOYAmt01889062
IRS990/TotalAssetsGrp/BOYAmt01828749
IRS990/TotalAssetsGrp/EOYAmt01889062
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0513248
IRS990/TotalEmployeeCnt093
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023070
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0374537
IRS990/TotalFunctionalExpensesGrp/TotalAmt0397607
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt082077
IRS990/TotalLiabilitiesEOYAmt012332
IRS990/TotalLiabilitiesGrp/BOYAmt082077
IRS990/TotalLiabilitiesGrp/EOYAmt012332
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01746672
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01876730
IRS990/TotalProgramServiceExpensesAmt0374537
IRS990/TotalProgramServiceRevenueAmt0130605
IRS990/TotalRevenueGrp/ExclusionAmt0133849
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-119432
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0527665
IRS990/TotalVolunteersCnt044
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01828749
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01889062
IRS990/TravelGrp/ProgramServicesAmt0937
IRS990/TravelGrp/TotalAmt0937
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 7328
IRS990/USAddress/CityNm0SURPRISE
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085374
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WESTVALLEYSYMPHONY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J CARTER MARSDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06237730116
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST VALLEY SYMPHONY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0237041526
ReturnHeader/Filer/PhoneNum06232366781
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7328
ReturnHeader/Filer/USAddress/CityNm0SURPRISE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0853740105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860845767
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J BRAD JENNER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013211 N 103RD AVE STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0853513078

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,889,062
Liabilities
$12,332
Net assets
$1,876,730
Revenue
$527,665
Expenses
$397,607
Net income
$130,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.02$1.93$0.47$0.55$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.88$0.53$0.40$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.08$1.75$0.24$0.20$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.09$1.51$0.36$0.38$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.09$1.42$0.57$0.38$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.07$1.22$0.51$0.34$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.08$0.99$0.31$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.16$0.98$0.26$0.29$0.03