2024-05-10T12:02:10-05:00 2023-06-30 421243538 CREATIVE PLANNING TAX LLC PO BOX 2100 WATERLOO IA 507042100 990 2022-07-01 420766745 WATERLOO-CEDAR FALLS SYMPHONY ORCHESTRA ASSOCIATION WATE 3192733373 8201 DAKOTA ST GBPAC 17 CEDAR FALLS IA 506140803 RUSSELL CURTIS TREASURER 3192873997 2024-05-08 1 RUSSELL CURTIS 999009999 0 BRIAN ARONSON CPA P01425251 3192346885 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WCFSYMPHONY RUSSELL CURTIS 8201 DAKOTA ST GBPAC 17 CEDAR FALLS IA 506140803 472516 0 X HTTP://WWW.WCFSYMPHONY.ORG X 1969 IA THE MISSION OF THE SYMPHONY IS TO PROVIDE THE BEST LIVE MUSIC THERE IS. 15 15 13 32 17160 0 737671 315017 166616 138337 14501 19162 0 0 918788 472516 0 0 0 0 300734 297283 0 0 36054 306752 420874 607486 718157 311302 -245641 1117340 906445 19031 53777 1098309 852668 THE MISSION OF THE WATERLOO CEDAR FALLS SYMPHONY ORCHESTRA IS TO PERFORM THE BEST LIVE MUSIC THERE IS. WE STRIVE TO EDUCATE, ENTERTAIN, AND ENRICH THE LISTENERS BY PRESENTING PERFORMANCES OF THE HIGHEST QUALITY AND PARTNERING WITH THE LOCAL SCHOOLS FOR EDUCATION. 0 0 470210 121177 PROVIDED CLASSICAL CONCERTS, POPS CONCERTS, AND A SERIES OF MUSIC LAB YOUTH CONCERTS. FACILITATED A YEAR-LONG ARTIST RESIDENCY IN THE WATERLOO SCHOOLS. WENT INTO LOCAL SCHOOLS TO EDUCATE YOUNG STUDENTS ABOUT CLASSICAL MUSIC. 470210 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 87 0 1 13 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 X WATERLOO CEDAR FALLS SYMPHONY ORCHESTRA ASSOCIATION 3192733373 GALLAGHER-BLUEDORN PERFORMING ARTS CEDAR FALLS IA 506140803 ANTHONY WILLIAMS DIRECTOR 0.50 X 2423 0 0 RENEE VEENSTRA DIRECTOR - ORCHESTRA MEMBE 2.00 X 1777 0 0 BRAD JENSEN PRESIDENT 5.00 X X 0 0 0 MARTHA KROESE PRESIDENT ELECT 1.00 X X 0 0 0 EJ GALLAGHER III PAST PRESIDENT 1.50 X X 0 0 0 LEE NICHOLAS TREASURER 0.50 X X 0 0 0 STEPHANIE CLOHESY SECRETARY 2.50 X X 0 0 0 ALEXANDER PERSHOUNIN DIRECTOR 0.50 X 3358 0 0 SCOTT PETERS DIRECTOR 0.50 X 0 0 0 CHRIS HOFFMAN DIRECTOR 0.50 X 0 0 0 JOHN BERRY DIRECTOR 0.50 X 0 0 0 ANGELEITA FLOYD DIRECTOR 0.50 X 0 0 0 CARL HARTSON DIRECTOR 0.50 X 0 0 0 SCHUAIB MEACHAM DIRECTOR 0.50 X 0 0 0 SOHYUN MEACHAM DIRECTOR 0.50 X 0 0 0 RICHARD FREVERT EXECUTIVE DIRECTOR (THRU SEPT) 40.00 X 48443 0 0 JORDAN BANCROFT EXECUTIVE DIRECTOR 40.00 X 11538 0 1845 67539 0 1845 0 0 0 0 0 13450 301567 315017 CONCERT TICKETS 711130 114138 114138 ADVERTISING 541800 17160 17160 GBPAC FEES 711130 7039 7039 138337 19162 19162 472516 121177 17160 19162 X 59827 14957 38887 5983 199804 79922 109892 9990 1555 622 855 78 16903 6761 9297 845 19194 7014 10999 1181 7116 7116 158539 158539 27007 21606 5401 17390 1554 9754 6082 19420 1942 7768 9710 7885 3154 3154 1577 7112 4267 2703 142 3424 1712 1712 CONCERT EXPENSES 45341 45341 PRINTING AND PUBLICATIO 21382 21382 DUES, MEMBERSHIPS & SUB 4564 2282 2282 YOUTH CONCERTS 2770 2770 98924 96385 2073 466 718157 470210 211893 36054 264738 37377 10749 10788 47158 43470 15725 28321 121311 102552 25871 18759 753099 767730 1117340 906445 14031 15341 5000 38436 19031 53777 X 1098309 852668 1098309 852668 1117340 906445 -245641 0 X 0 0 0 X 241932 356026 416418 737671 315017 2067064 111347 110612 818 166616 138337 527730 353279 466638 417236 904287 453354 2594794 29061 50700 16895 26680 64783 188119 0 29061 50700 16895 26680 64783 188119 2406675 67588 72784 6578 14501 19162 180613 67588 72784 6578 14501 19162 180613 420867 539422 423814 918788 472516 2775407 0.86710 0.87380 0.06510 0.06540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1535504 500 103291 64850 21284 1553161 1676148 750 -62431 59996 18967 1535504 1351939 850 394646 54593 16694 1676148 1388378 1200 33150 55268 15521 1351939 1378697 875 79086 54490 15790 1388378 1.00000 1 0 58889 56549 2340 62422 46003 16419 18759 PART V, LINE 4: THE CAPITAL IN THE PERMANENT ENDOWMENT IS NOT AVAILABLE TO THE ORGANIZATION BUT THE ORGANIZATION DOES RECEIVE INVESTMENT INCOME OFF THE PERMANENT ENDOWMENT TO BE USED IN THE SUPPORT OF ITS EXEMPT PURPOSE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A DEFACTO MEMBERSHIP WHICH IS BESTOWED ON ANY DONOR TO THE SYMPHONY. MEMBERS RECEIVE NO DIRECT BENEFIT FOR THEIR MEMBERSHIP. THEY ARE SENT NOTICES OF SYMPHONY AND UPBEAT SPONSORED EVENTS AND ARE ASKED IF THEY ARE WILLING TO PERFORM VOLUNTARY SERVICES IN SUPPORT OF THE SYMPHONY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE ORGANIZATIONS TREASURER AND THEN MADE AVAILABLE TO THE ORGANIZATION FOR REVIEW BY THE EXECUTIVE DIRECTOR AND ANY BOARD MEMBER THAT WISHES TO DO SO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS THESE DOCUMENTS AT IT'S OFFICE AND WILL PROVIDE A COPY FOR INSPECTION AT THAT OFFICE UPON REQUEST. FORM 990, PART IX, LINE 11G ORCHESTRA: PROGRAM SERVICE EXPENSES 158,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 158,539.