Civic Intelligence

Sunriver Music Festival

EIN 93-0736403 • 501(c)3 • Sunriver, OR

Profile

The mission statement of the sunriver music festival is to present quality performances of classical music in the cultural interest of the community and educational programs for the youth of central oregon.

PO Box 4308Sunriver, OR 97707

www.sunrivermusic.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

50th percentile

3.3%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-3.6%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,697,147

Up $54,727 (+3.3%) from 2024

Liabilities

Down

$31

Down $3 (-8.8%) from 2024

Net Assets

Up

$1,697,116

Up $54,730 (+3.3%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin17th percentile

Revenue

Down

$471,989

Down $17,661 (-3.6%) from 2024

Expenses

Up

$543,466

Up $20,081 (+3.8%) from 2024

Net Income

Down

-$71,477

Down $37,742 (-112%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $276,953Liabilities 2011: $0Net Assets 2011: $276,9532011Assets 2012: $290,120Liabilities 2012: $0Net Assets 2012: $290,1202012Assets 2013: $289,796Liabilities 2013: $0Net Assets 2013: $289,7962013Assets 2014: $549,040Liabilities 2014: $0Net Assets 2014: $549,0402014Assets 2015: $613,086Liabilities 2015: $0Net Assets 2015: $613,0862015Assets 2016: $715,334Liabilities 2016: $0Net Assets 2016: $715,3342016Assets 2017: $830,211Liabilities 2017: $0Net Assets 2017: $830,2112017Assets 2018: $922,630Liabilities 2018: $8,501Net Assets 2018: $914,1292018Assets 2019: $1,043,676Liabilities 2019: $0Net Assets 2019: $1,043,6762019Assets 2020: $1,152,061Liabilities 2020: $21,708Net Assets 2020: $1,130,3532020Assets 2021: $1,505,496Liabilities 2021: $0Net Assets 2021: $1,505,4962021Assets 2022: $1,522,889Liabilities 2022: $0Net Assets 2022: $1,522,8892022Assets 2023: $1,522,154Liabilities 2023: $0Net Assets 2023: $1,522,1542023Assets 2024: $1,642,420Liabilities 2024: $34Net Assets 2024: $1,642,3862024Assets 2025: $1,697,147Liabilities 2025: $31Net Assets 2025: $1,697,1162025

Highlighted filing

2025

Assets$1,697,147
Liabilities$31
Net Assets$1,697,116
Open 2025 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.0M$500K$0-$500KExpenses 2011: $324,3562011Expenses 2012: $343,8552012Revenue 2013: $356,140Expenses 2013: $357,083Net Income 2013: -$9432013Revenue 2014: $605,889Expenses 2014: $348,945Net Income 2014: $256,9442014Revenue 2015: $497,608Expenses 2015: $431,330Net Income 2015: $66,2782015Revenue 2016: $567,492Expenses 2016: $469,142Net Income 2016: $98,3502016Revenue 2017: $579,641Expenses 2017: $465,582Net Income 2017: $114,0592017Revenue 2018: $536,666Expenses 2018: $451,913Net Income 2018: $84,7532018Revenue 2019: $654,089Expenses 2019: $524,532Net Income 2019: $129,5572019Revenue 2020: $318,804Expenses 2020: $232,127Net Income 2020: $86,6772020Revenue 2021: $762,321Expenses 2021: $386,488Net Income 2021: $375,8332021Revenue 2022: $406,441Expenses 2022: $415,721Net Income 2022: -$9,2802022Revenue 2023: $462,593Expenses 2023: $459,408Net Income 2023: $3,1852023Revenue 2024: $489,650Expenses 2024: $523,385Net Income 2024: -$33,7352024Revenue 2025: $471,989Expenses 2025: $543,466Net Income 2025: -$71,4772025

Highlighted filing

2025

Revenue$471,989
Expenses$543,466
Net Income-$71,477
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,697,147
Liabilities
$31
Net assets
$1,697,116
Revenue
$471,989
Expenses
$543,466
Net income
-$71,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.47$0.54$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.49$0.52$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.46$0.46$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.41$0.42$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.76$0.39$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.13$0.32$0.23$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.65$0.52$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.54$0.45$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.58$0.47$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.57$0.47$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.50$0.43$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.61$0.35$0.26
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$0.36$0.36$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.2
Gross Receipts
$733,130
Mission and Program Overview

Mission

The mission statement of the sunriver music festival is to present quality performances of classical music in the cultural interest of the community and educational programs for the youth of central oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,642,386$1,697,116▲ $54,730
Investments in Publicly Traded Securities$1,177,900$1,256,155▲ $78,255
Savings and Temporary Cash Investments$321,877$289,053▼ $32,824
Land, Buildings, and Equipment, Net$119,500$116,822▼ $2,678
Cash and Non-Interest-Bearing Accounts$23,142$30,867▲ $7,725
Prepaid Expenses and Deferred Charges-$4,250-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,642,420$1,697,147▲ $54,727
Other Assets Total$1$0▼ $1
Liabilities
Accounts Payable and Accrued Expenses$34$31▼ $3
Total Liabilities$34$31▼ $3
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,642,386$1,697,116▲ $54,730
Total Liabilities and Net Assets / Fund Balance$1,642,420$1,697,147▲ $54,727

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$116,822$5,975$122,797

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,003,311---$1,003,311
2023$1,003,311-▲ $171,755$37,891$1,127,566
2022$988,574-▲ $96,795$72,336$1,003,311
2021$1,109,765$5,000▼ $117,422-$988,574
2020$872,339-▲ $273,748$27,179$1,109,765
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Ron CarverPresident
Rich FawcettVice President
Breanna HatchDirector
Christian ClarkDirector
Christine SmrtkaDirector
Clay RichmondDirector
Dan FlaxmanDirector
David WeilmuensterDirector
Holly BenningtonDirector
Jackie KreitzerDirector
Jan BullDirector
Jodie BischofDirector
Jon ThompsonDirector
Susan InmanDirector
Meagan IversonExecutive Director
Douglas MyersSecretary
Steven RunnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$251,581
Program Service Revenue
$112,700
Investment Income
$44,551
Other Revenue
$63,157
All Other Contributions
$244,834
Change in Net Assets
$-71,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$394,584
Salaries, Compensation, and Employee Benefits$148,882
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$52,516$84,763-$137,279
Other Expenses$41,210--$41,210
All Other Expenses$25,361$7,321-$32,682
Occupancy-$22,442-$22,442
Payroll Taxes$4,409$7,194-$11,603
Fees for Service Investment Mgmnt Fees-$11,152-$11,152
Fees for Services Accounting-$8,002-$8,002
Insurance-$3,122-$3,122
Office Expenses-$2,959-$2,959
Depreciation Depletion$2,100--$2,100
Total Functional Expenses$396,511$146,955$0$543,466
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$80,271
Fundraising Direct Expenses$52,704
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fireside Concerts$47,997$47,997$38,573$9,424
Raise the Batton$26,037$26,037$13,626$12,411
Total Events$80,271$80,271$52,704$27,567
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

“The executor director and the treasurer reviews the tax return before filing.”

Form 990, Part VI, Section B, Line 12C

“Any conflicts of interest are to be discussed and dealt with at the monthly board meetings.”

Form 990, Part VI, Section B, Line 15A

“The executor director's salary is reviewed and approved by the board annually.”

Form 990, Part VI, Section B, Line 15B

“Reviewed annually by the executive director and approved though the budget process.”

Form 990, Part VI, Section C, Line 19

“All policies and financial information is maintained at the organization's office and is available upon written request.”

Filing and Contact Details

Filer

Filer Name
Sunriver Music Festival
EIN
93-0736403
Phone
5415931084
Address
PO BOX 4308, SUNRIVER, OR 97707

Signing Officer

Name
Meagan Iverson
Title
Executive Director
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
2
Volunteers
130

Preparer

Firm
Lisa J Ihander CPA LLC
Address
131 NW HAWTHORNE AVE STE 106, BEND, OR 97703
Preparer
Lisa Ihander
Phone
5416337690
Raw XML AppendixShowing 400 of 558 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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IRS990/MissionDesc0THE MISSION STATEMENT OF THE SUNRIVER MUSIC FESTIVAL IS TO PRESENT QUALITY PERFORMANCES OF CLASSICAL MUSIC IN THE CULTURAL INTEREST OF THE COMMUNITY AND EDUCATIONAL PROGRAMS FOR THE YOUTH OF CENTRAL OREGON.
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