Nonprofit · EIN 06-0991889
ESSEX WINTER SERIES INC
Tax-exempt · ESSEX, CT 06426
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-EZ | $129,586 | $123,703 | $5,883 | $170,579 | – | $170,579 |
| May 31, 2025 | 990-EZ | $135,056 | $175,610 | -$40,554 | $144,924 | – | $144,924 |
| May 31, 2024 | 990-EZ | $122,789 | $145,684 | -$22,895 | $178,933 | – | $178,933 |
Financial details: 990-EZ for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $82,706
- Program service revenue
- $38,645
- Investment income
- $2,473
- Net gain from sales of assets
- $5,934
- Net income from fundraising events
- -$172
Expenses
- Grants and similar amounts paid
- $2,000
- Compensation of officers, directors and key employees
- $49,500
- Salaries, compensation and benefits (total)
- $49,500
- Professional fees and payments to contractors
- $8,494
- Printing, publications and postage
- $777
- Other expenses
- $62,932
- Program services (functional)
- $97,363
Balance sheet and other
- Total assets, start of year
- $144,924
- Total assets, end of year
- $170,579
- Total liabilities, end of year
- –
- Net assets, end of year
- $170,579
- Cash, savings and investments
- $170,579
- Gross receipts
- $132,758
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TARA H O'CONNOR | ARTISTIC DIRECT | 10 | $27,750 |
| JOAN FOX | ADMIN DIRECTOR | 10 | $21,750 |
| SUSAN GUERNSEY | President | 1 | $0 |
| CINDY LOEFFLER | Trustee | 1 | $0 |
| HANS ULLSTEIN | Trustee | 1 | $0 |
| AIMEE LOINIG | Trustee | 1 | $0 |
| STEPHEN BRINKMANN | Treasurer | 1 | $0 |
| AMY RINEHART | Secretary | 1 | $0 |
| MELISSA OZOLS | Trustee | 1 | $0 |
990-EZ for the year ended May 31, 2025: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIHAE LEE | ARTISTIC DIRECT | 10 | $27,750 |
| JOAN FOX | ADMIN DIRECTOR | 10 | $20,720 |
| TARA H O'CONNOR | A D TRAINEE | 10 | $11,563 |
| SUSAN GUERNSEY | President | 1 | $0 |
| BARBARA TANNER | Trustee | 1 | $0 |
| CINDY LOEFFLER | Trustee | 1 | $0 |
| HANS ULLSTEIN | Trustee | 1 | $0 |
| AIMEE LOINIG | Trustee | 1 | $0 |
| STEPHEN BRINKMANN | Treasurer | 1 | $0 |
| AMY RINEHART | Secretary | 1 | $0 |
| CALICE STERLING | Trustee | 1 | $0 |
| MELISSA OZOLS | Trustee | 1 | $0 |
990-EZ for the year ended May 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIHAE LEE | ARTISTIC DIRECT | 10 | $26,670 |
| JOAN FOX | ADMIN DIRECTOR | 10 | $19,980 |
| SUSAN GUERNSEY | President | 1 | $0 |
| BARBARA TANNER | Secretary | 1 | $0 |
| CALICE STERLING | Trustee | 1 | $0 |
| HANS ULLSTEIN | Trustee | 0 | $0 |
| AIMEE LOINIG | Trustee | 1 | $0 |
| STEPHEN BRINKMANN | Treasurer | 1 | $0 |
| AMY RINEHART | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 383, ESSEX, CT 06426-0383
- Signed the 990-EZ
- STEPHEN BRINKMANN, Treasurer
- Phone
- (860) 272-4572
- Website
- ESSEXWINTERSERIES.COM
- Return prepared by
- WollackLewitz LLC
Mission
The mission of Essex Winter Series is to bring the finest musical performances to the widest and most culturally, economically, and socially diverse audience possible in the Connecticut River Valley and Shoreline Region during the winter months.
Program accomplishments
- THE ORGANIZATION NORMALLY HOLDS FOUR CONCERTS EACH YEAR, ATTENDED BY APPROXIMATELY 300-400 PATRONS PER EVENT, AND WHEN POSSIBLE, HOLDS POST-CONCERT RECEPTIONS FOR CONTRIBUTORS TO MEET THE ARTISTS. IN ADDITION, THE ORGANIZATION PROVIDES OUTREACH PROGRAMS SUCH AS VIRTUAL OR IN-PERSON PREFORMANCES AT SENIOR COMMUNITY CENTERS OR OTHER COMMON AREAS FOR THOSE UNABLE TO ATTEND CONCERT HALLS. THE ORGANIZATION ALSO PROVIDES MUSIC ENRICHMENT PROGRAMS FOR 10 TO 12 MIDDLESEX AND NEW LONDON COUNTY GRADE SCHOOLS AND AT LEAST ONE MASTER CLASS WHICH IS MADE AVIALABLE FOR THE GENERAL PUBLIC AT NO COST. LASTLY, FOR DESERVING STUDENTS STUDYING MUSIC AT THE COLLEGE LEVEL, THE ORGANIZATION AWARDS AN ANNUAL SCHOLARSHIP TO HELP SUPPORT STUDENTS DURING THEIR FOUR YEARS OF UNDERGRADUATE STUDY.Expenses $97,363 · grants $2,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-EZ on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 06-0991889
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A680)
- Assets (IRS master file)
- $170,579
- Income (IRS master file)
- $132,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2026 | $129,586 | $123,703 | $170,579 | XML |
| 990-EZ | May 2025 | $135,056 | $175,610 | $144,924 | XML |
| 990-EZ | May 2024 | $122,789 | $145,684 | $178,933 | XML |
| 990-EZ | May 2023 | – | – | – | IRS |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0991889).
Questions about ESSEX WINTER SERIES INC
- What is the EIN of ESSEX WINTER SERIES INC?
- The employer identification number (EIN) of ESSEX WINTER SERIES INC is 06-0991889.
- Is ESSEX WINTER SERIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to ESSEX WINTER SERIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ESSEX WINTER SERIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ESSEX WINTER SERIES INC due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESSEX WINTER SERIES INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2026.
- Who are the officers and directors of ESSEX WINTER SERIES INC?
- The 990-EZ for the year ended May 31, 2026 lists 9 people; 2 received compensation from the organization, the highest $27,750 (TARA H O'CONNOR, ARTISTIC DIRECT).
- How much revenue does ESSEX WINTER SERIES INC have?
- On its 990-EZ for the year ended May 31, 2026 it reported revenue of $129,586, expenses of $123,703 and total assets of $170,579 at year end.
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