Civic Intelligence

Lakewood Symphony Orchestra

990EZ • Fiscal year 2025 • EIN 84-1035040

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 28, 2025

PO Box 16553Golden, CO 80402

(303) 895-5856

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

87th percentile

$14,800

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

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

Asset Growth

77th percentile

26%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

54th percentile

4.3%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Up

$148,260

Up $30,748 (+26%) from 2024

Net Assets

Up

$148,260

Up $30,748 (+26%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$109,524

Up $4,478 (+4.3%) from 2024

Expenses

Up

$78,776

Up $13,159 (+20%) from 2024

Net Income

Down

$30,748

Down $8,681 (-22%) from 2024

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $51,466Liabilities 2011: $02011Assets 2012: $60,811Liabilities 2012: $02012Assets 2013: $60,787Liabilities 2013: $02013Assets 2014: $64,441Liabilities 2014: $02014Assets 2015: $68,671Liabilities 2015: $02015Assets 2016: $69,885Liabilities 2016: $02016Assets 2017: $71,744Liabilities 2017: $02017Assets 2018: $66,846Liabilities 2018: $9012018Assets 2019: $79,311Liabilities 2019: $5672019Assets 2020: $112,652Liabilities 2020: $4,0892020Assets 2021: $124,567Liabilities 2021: $355Net Assets 2021: $124,2122021Assets 2022: $100,494Liabilities 2022: $856Net Assets 2022: $99,6382022Assets 2023: $78,348Liabilities 2023: $265Net Assets 2023: $78,0832023Assets 2024: $117,512Liabilities 2024: $0Net Assets 2024: $117,5122024Assets 2025: $148,260Net Assets 2025: $148,2602025

Highlighted filing

2025

Assets$148,260
Liabilities-
Net Assets$148,260

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $45,150Expenses 2011: $43,902Net Income 2011: $1,2482011Revenue 2012: $57,482Expenses 2012: $48,138Net Income 2012: $9,3442012Revenue 2013: $50,516Expenses 2013: $50,540Net Income 2013: -$242013Revenue 2014: $56,006Expenses 2014: $52,351Net Income 2014: $3,6552014Revenue 2015: $59,908Expenses 2015: $55,678Net Income 2015: $4,2302015Revenue 2016: $57,221Expenses 2016: $55,129Net Income 2016: $2,0922016Revenue 2017: $63,185Expenses 2017: $65,250Net Income 2017: -$2,0652017Revenue 2018: $69,649Expenses 2018: $72,641Net Income 2018: -$2,9922018Revenue 2019: $82,499Expenses 2019: $69,700Net Income 2019: $12,7992019Revenue 2020: $97,928Expenses 2020: $67,023Net Income 2020: $30,9052020Revenue 2021: $39,047Expenses 2021: $23,131Net Income 2021: $15,9162021Revenue 2022: $72,805Expenses 2022: $97,379Net Income 2022: -$24,5742022Revenue 2023: $66,702Expenses 2023: $88,257Net Income 2023: -$21,5552023Revenue 2024: $105,046Expenses 2024: $65,617Net Income 2024: $39,4292024Revenue 2025: $109,524Expenses 2025: $78,776Net Income 2025: $30,7482025

Highlighted filing

2025

Revenue$109,524
Expenses$78,776
Net Income$30,748
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$126,599
Mission and Program Overview

Mission

Learn and perform great music

Program Services

DescriptionGrantsExpenses
TO OFFER COMMUNITY MUSICIANS AN OPPORTUNITY TO LEARN AND PERFORM GREAT MUSIC WHILE PROVIDING THE PUBLIC WITHA LOCAL, EASILY ACCESSIBLE, AFFORDABLE, QUALITY MUSICAL EXPERIENCE.$0$72,690
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW SWITZERMusic Director And Principal ConductorPT$14,800-$14,800
CHRIS LORINGExecutive DirectorPT$7,875-$7,875
NAOMI SMITHBoard MemberPT$2,560-$2,560
REBECCA MORITZKYSecretaryPT$900-$900
LIANE ROCKLEYBoard PresidentPT$0$700$700
JOEL HILLANBoard MemberPT$500-$500
MARSHA HOLMESTreasurer-$0--
TAMARA CHRISTOPHERBoard MemberPT$0--
BARBARA MORITZKYBoard MemberPT$0--
CLARKE READERBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Lakewood Symphony
EIN
84-1035040
Phone
3038955856
Address
PO Box 16553, Golden, CO 80402

Signing Officer

Name
Liane Rockley
Title
President
Phone
3038955856
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Cornerstone Professional Accountants PC
Address
9878 W Belleview Avenue PMB 2211, Denver, CO 80123
Preparer
Kelly McDonald CPA
Phone
3039800555
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

PROGRAM AD SALES 3320.

Form 990EZ, Part I, Line 16

INSURANCE 1350.

Form 990EZ, Part I, Line 16

MEMBERSHIPS 250.

Form 990EZ, Part I, Line 16

SUPPLIES 103.

Form 990EZ, Part I, Line 16

Music library supplies 693.

Form 990EZ, Part I, Line 16

Music licenses/sheet music 3372.

Form 990EZ, Part I, Line 16

Competition expense 1258.

Form 990EZ, Part I, Line 16

PERCUSSION EXPENSE 4934.

Form 990EZ, Part I, Line 16

INVESTMENT EXPENSES 337.

Form 990EZ, Part I, Line 16

BANK CHARGES 148.

Form 990EZ, Part I, Line 16

COMPETITION PRIZES 1900.

Form 990EZ, Part II, Line 24

EQUIPMENT 15604. 15604.

Form 990EZ, Part II, Line 24

Music library 26431. 26431.

Form 990EZ, Part II, Line 26

FICA/FWT PAYABLE 0.

Form 990EZ, Part II, Line 26

COFAMLI PAYABLE 0.

Raw XML Appendix248 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/OfficerDirectorTrusteeEmplGrp/PersonNm3REBECCA MORITZKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS LORING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TAMARA CHRISTOPHER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NAOMI SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MUSIC DIRECTOR AND PRINCIPAL CONDUCTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt042035
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IRS990EZ/OtherExpensesTotalAmt014345
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt04663
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072690
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01844
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015443
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4841
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078776
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IRS990EZ/TotalRevenueAmt0109524
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lakewoodsymphony.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074012
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM AD SALES 3320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 1350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIPS 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES 103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUSIC LIBRARY SUPPLIES 693.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUSIC LICENSES/SHEET MUSIC 3372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPETITION EXPENSE 1258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PERCUSSION EXPENSE 4934.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INVESTMENT EXPENSES 337.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES 148.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COMPETITION PRIZES 1900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11EQUIPMENT 15604. 15604.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MUSIC LIBRARY 26431. 26431.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FICA/FWT PAYABLE 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14COFAMLI PAYABLE 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Liane Rockley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03038955856
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWOOD SYMPHONY
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0841035040
ReturnHeader/Filer/PhoneNum03038955856
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 16553
ReturnHeader/Filer/USAddress/CityNm0Golden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260838484
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cornerstone Professional Accountants PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09878 W Belleview Avenue PMB 2211
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080123
ReturnHeader/PreparerPersonGrp/PhoneNum03039800555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly McDonald CPA
ReturnHeader/ReturnTs02025-11-12T07:17:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$1.48$1.10$0.79$0.31
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$1.05$0.66$0.39
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.67$0.88$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.01$1.00$0.73$0.97$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.24$0.39$0.23$0.16
2020Summary only. Only limited summary data is available for this year.$1.13$0.04$0.98$0.67$0.31
2019Summary only. Only limited summary data is available for this year.$0.79$0.01$0.82$0.70$0.13
2018Summary only. Only limited summary data is available for this year.$0.67$0.01$0.70$0.73$0.03
2017Summary only. Only limited summary data is available for this year.$0.72$0.00$0.63$0.65$0.02
2016Summary only. Only limited summary data is available for this year.$0.70$0.00$0.57$0.55$0.02
2015Summary only. Only limited summary data is available for this year.$0.69$0.00$0.60$0.56$0.04
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.56$0.52$0.04
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.51$0.51$0.00
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.57$0.48$0.09
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.45$0.44$0.01