Civic Intelligence

Waterford Concert Series

EIN 47-5642385 • 501(c)3 • Waterford, VA

Profile

To Present and promote fine classical music, performed by established musicians as well as emerging artists, and bring together and educate a wide audience of patrons and new listeners of all ages, and to collect funds to be used to arrange for and present such performances.

PO Box 251Waterford, VA 20197

waterfordconcertseries.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

81st percentile

30%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$107,638

Up $24,908 (+30%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$107,638

Up $24,908 (+30%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin76th percentile

Revenue

Up

$111,653

Up $30,776 (+38%) from 2024

Expenses

Up

$86,745

Up $13,347 (+18%) from 2024

Net Income

Up

$24,908

Up $17,429 (+233%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2016: $35,565Liabilities 2016: $0Net Assets 2016: $35,5652016Assets 2017: $43,794Liabilities 2017: $0Net Assets 2017: $43,7942017Assets 2018: $45,015Liabilities 2018: $0Net Assets 2018: $45,0152018Assets 2019: $52,270Net Assets 2019: $52,2702019Assets 2020: $84,020Liabilities 2020: $0Net Assets 2020: $84,0202020Assets 2021: $73,902Liabilities 2021: $0Net Assets 2021: $73,9022021Assets 2022: $59,345Liabilities 2022: $0Net Assets 2022: $59,3452022Assets 2023: $75,251Liabilities 2023: $0Net Assets 2023: $75,2512023Assets 2024: $82,730Liabilities 2024: $0Net Assets 2024: $82,7302024Assets 2025: $107,638Liabilities 2025: $0Net Assets 2025: $107,6382025

Highlighted filing

2025

Assets$107,638
Liabilities$0
Net Assets$107,638
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $73,706Expenses 2016: $51,187Net Income 2016: $22,5192016Revenue 2017: $71,507Expenses 2017: $63,278Net Income 2017: $8,2292017Revenue 2018: $69,038Expenses 2018: $67,817Net Income 2018: $1,2212018Revenue 2019: $75,892Expenses 2019: $76,137Net Income 2019: -$2452019Revenue 2020: $52,842Expenses 2020: $13,592Net Income 2020: $39,2502020Revenue 2021: $26,395Expenses 2021: $36,513Net Income 2021: -$10,1182021Revenue 2022: $27,262Expenses 2022: $41,819Net Income 2022: -$14,5572022Revenue 2023: $93,422Expenses 2023: $77,516Net Income 2023: $15,9062023Revenue 2024: $80,877Expenses 2024: $73,398Net Income 2024: $7,4792024Revenue 2025: $111,653Expenses 2025: $86,745Net Income 2025: $24,9082025

Highlighted filing

2025

Revenue$111,653
Expenses$86,745
Net Income$24,908
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,638
Liabilities
$0
Net assets
$107,638
Revenue
$111,653
Expenses
$86,745
Net income
$24,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.12$0.87$0.25
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.81$0.73$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.93$0.78$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.27$0.42$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.26$0.37$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.53$0.14$0.39
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.76$0.76$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.69$0.68$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.72$0.63$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.74$0.51$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 23, 2025
Return Version
2024v5.0
Gross Receipts
$111,653
Mission and Program Overview

Mission

To present and promote fine classical music & educate

To Present and promote fine classical music, performed by established musicians as well as emerging artists, and bring together and educate a wide audience of patrons and new listeners of all ages, and to collect funds to be used to arrange for and present such performances.

Program Services

DescriptionGrantsExpenses
To present and promote fine classical music, performed by established musicians as well as emerging artists and bring together and educate a wide wide audience of patrons and new listeners of all ages.$0$78,790
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan SutterPresident-$0--
David RobinsonVice President-$0--
Margaret BocekSecretary-$0--
Robert PettitTreasurer-$0--
Eleanor AdamsDirector-$0--
Charlotte GollobinDirector-$0--
Filing and Contact Details

Filer

Filer Name
Waterford Concert Series
EIN
47-5642385
Phone
5714424841
Address
PO Box 251, Waterford, VA 20197

Signing Officer

Name
David Robinson
Title
Vice President
Phone
5408823788
Signed
2025-10-23
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Performance Fees;59000|Instrument Tuning Fees;1030|Instrument Rental;2250|Supplies;538|Setup and Clean up;1230|Advertising;3420|Marketing and Graphics expense;4592|Government reg fees;75|Electronic Ticket Fees;3130|Insurance;1198^Total;76463^”

Raw XML Appendix173 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waterford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020197
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Sutter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Robinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Margaret Bocek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Pettit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Eleanor Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Charlotte Gollobin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrintingPublicationsPostageAmt0220
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078790
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015280
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Performance Fees;59000|Instrument Tuning Fees;1030|Instrument Rental;2250|Supplies;538|Setup and Clean up;1230|Advertising;3420|Marketing and Graphics expense;4592|Government reg fees;75|Electronic Ticket Fees;3130|Insurance;1198^Total;76463^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Robinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum05408823788
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERFORD CONCERT SERIES
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0475642385
ReturnHeader/Filer/PhoneNum05714424841
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ReturnHeader/Filer/USAddress/CityNm0Waterford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020197
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-10-23T10:02:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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