Civic Intelligence

Williamsburg Symphony Orchestra League

EIN 54-1458683 • 501(c)3 • Williamsburg, VA

Profile

To support tax exempt activities of WMA

PO Box 1665Williamsburg, VA 23187-1665

www.williamsburgsymphony.org/league

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

14th percentile

-51%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

11th percentile

-98%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Down

$586

Down $26,140 (-98%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$586

Down $26,140 (-98%) from 2024

Revenue

Up

$88,679

Up $16,235 (+22%) from 2024

Expenses

Up

$134,140

Up $55,837 (+71%) from 2024

Net Income

Down

-$45,461

Down $39,602 (-676%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $2,754Liabilities 2012: $02012Assets 2013: $11,892Liabilities 2013: $02013Assets 2014: $14,009Liabilities 2014: $02014Assets 2015: $15,398Liabilities 2015: $02015Assets 2016: $19,997Liabilities 2016: $02016Assets 2017: $23,648Liabilities 2017: $02017Assets 2018: $20,051Liabilities 2018: $02018Assets 2019: $23,772Liabilities 2019: $02019Assets 2020: $35,991Liabilities 2020: $02020Assets 2021: $38,224Liabilities 2021: $02021Assets 2022: $51,594Liabilities 2022: $0Net Assets 2022: $51,5942022Assets 2023: $32,585Liabilities 2023: $0Net Assets 2023: $32,5852023Assets 2024: $26,726Liabilities 2024: $0Net Assets 2024: $26,7262024Assets 2025: $586Net Assets 2025: $5862025

Highlighted filing

2025

Assets$586
Liabilities-
Net Assets$586

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $31,381Expenses 2012: $39,713Net Income 2012: -$8,3322012Revenue 2013: $34,764Expenses 2013: $25,626Net Income 2013: $9,1382013Revenue 2014: $96,158Expenses 2014: $94,041Net Income 2014: $2,1172014Revenue 2015: $34,189Expenses 2015: $32,800Net Income 2015: $1,3892015Revenue 2016: $51,382Expenses 2016: $46,783Net Income 2016: $4,5992016Revenue 2017: $72,932Expenses 2017: $69,281Net Income 2017: $3,6512017Revenue 2018: $54,285Expenses 2018: $57,882Net Income 2018: -$3,5972018Revenue 2019: $60,325Expenses 2019: $56,604Net Income 2019: $3,7212019Revenue 2020: $43,740Expenses 2020: $31,522Net Income 2020: $12,2182020Revenue 2021: $27,903Expenses 2021: $25,670Net Income 2021: $2,2332021Revenue 2022: $97,769Expenses 2022: $84,399Net Income 2022: $13,3702022Revenue 2023: $41,407Expenses 2023: $60,416Net Income 2023: -$19,0092023Revenue 2024: $72,444Expenses 2024: $78,303Net Income 2024: -$5,8592024Revenue 2025: $88,679Expenses 2025: $134,140Net Income 2025: -$45,4612025

Highlighted filing

2025

Revenue$88,679
Expenses$134,140
Net Income-$45,461

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.89$1.34$0.45
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.72$0.78$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.41$0.60$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.98$0.84$0.13
2021Summary only. Only limited summary data is available for this year.$0.38$0.00$0.28$0.26$0.02
2020Summary only. Only limited summary data is available for this year.$0.36$0.00$0.44$0.32$0.12
2019Summary only. Only limited summary data is available for this year.$0.24$0.00$0.60$0.57$0.04
2018Summary only. Only limited summary data is available for this year.$0.20$0.00$0.54$0.58$0.04
2017Summary only. Only limited summary data is available for this year.$0.24$0.00$0.73$0.69$0.04
2016Summary only. Only limited summary data is available for this year.$0.20$0.00$0.51$0.47$0.05
2015Summary only. Only limited summary data is available for this year.$0.15$0.00$0.34$0.33$0.01
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.96$0.94$0.02
2013Summary only. Only limited summary data is available for this year.$0.12$0.00$0.35$0.26$0.09
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.31$0.40$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 25, 2025
Return Version
2024v5.1
Gross Receipts
$111,803
Mission and Program Overview

Mission

To support tax exempt activities of WMA

To support tax exempt activities of the Williamsburg Music Association

Program Services

DescriptionGrantsExpenses
Contributes directly to the Supported Organization Williamsburg Music Association dba The Williamsburg Symphony Orchestra to help defray operational and program expenses as well as an extensive music education outreach mission.$0$128,500
Provides many hours of volunteer services directly to the Williamsburg Symphony Orchestra including ushering and other assistance at concerts transportation and hospitality for visitors.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debbie MonarkDirector And PresidentPT$0--
Eloise BrandonDirector And Vice-PresidentPT$0--
Thomas C PhelpsDirector And TreasurerPT$0--
Joan BrockenbroughDirectorPT$0--
Donna HermanDirectorPT$0--
Roger HeerDirectorPT$0--
Jackie KennedyDirector-$0--
Steve DevanDirector-$0--
Sam EureDirector And Recording Secretary-$0--
Susan KlepacDirectorPT$0--
Nancy NortonDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$101,314$101,314$23,124$78,190
Event 2$0$0$0$0
Total Events$101,314$101,314$23,124$78,190
Filing and Contact Details

Filer

Filer Name
Williamsburg Symphony Orchestra League
EIN
54-1458683
In Care Of
% Tom Phelps
Address
PO BOX 1665, Williamsburg, VA 23187-1665

Signing Officer

Name
Thomas C Phelps
Title
Treasurer
Signed
2025-08-25
Supplemental Narrative

Additional Explanations

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Contributes directly to the Supported Organization Williamsburg Music Association dba The Williamsburg Symphony Orchestra to help defray operational and program expenses as well as an extensive music education outreach mission., $128500|

Part I, line 16

| Other Expenses:, Amount:| Insurance, $1484| Information technology, $1196| Miscellaneous office expense, $450| Ticket sales adjustments, $1375| Merchant fees and bank charges, $954|

Part I, line 20

| Explanation:, Amount:| During the preparation of the current years Form 990-EZ it was discovered that the ending net asset value reported on the prior years return was incorrect due to bookkeeping errors and the misclassification of revenues. As a result the beginning net asset value for the current year Line 19 reflects the previously reported amount to maintain continuity with IRS records. To correct this discrepancy an adjustment has been made on Line 20 "Other changes in net assets or fund balances" in the amount of $19,321. This adjustment reflects the accurate reconciliation of net assets based on corrected financial records. The organization has taken steps to ensure that future filings will reflect accurate financial data and that internal controls have been reviewed to prevent similar errors., $19321|

Raw XML Appendix236 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt019321
IRS990EZ/OtherExpensesTotalAmt05459
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Contributes directly to the Supported Organization Williamsburg Music Association dba The Williamsburg Symphony Orchestra to help defray operational and program expenses as well as an extensive music education outreach mission.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Williamsburg Symphony Orchestra would have engaged in additional fund raising activities.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV Section E, line 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV Section E, line 2B
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Contributes directly to the Supported Organization Williamsburg Music Association dba The Williamsburg Symphony Orchestra to help defray operational and program expenses as well as an extensive music education outreach mission., $128500|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Insurance, $1484| Information technology, $1196| Miscellaneous office expense, $450| Ticket sales adjustments, $1375| Merchant fees and bank charges, $954|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, Amount:| During the preparation of the current years Form 990-EZ it was discovered that the ending net asset value reported on the prior years return was incorrect due to bookkeeping errors and the misclassification of revenues. As a result the beginning net asset value for the current year Line 19 reflects the previously reported amount to maintain continuity with IRS records. To correct this discrepancy an adjustment has been made on Line 20 "Other changes in net assets or fund balances" in the amount of $19,321. This adjustment reflects the accurate reconciliation of net assets based on corrected financial records. The organization has taken steps to ensure that future filings will reflect accurate financial data and that internal controls have been reviewed to prevent similar errors., $19321|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas C Phelps
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Williamsburg Symphony Orchestra League
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0541458683
ReturnHeader/Filer/ForeignPhoneNum07574082679
ReturnHeader/Filer/InCareOfNm0% Tom Phelps
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1665
ReturnHeader/Filer/USAddress/CityNm0Williamsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0231871665
ReturnHeader/ReturnTs02025-08-23T20:10:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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