Nonprofit · EIN 56-1023290
WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC
Tax-exempt · HICKORY, NC 28601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $843,442 | $884,597 | -$41,155 | $465,513 | $164,757 | $300,756 |
| June 30, 2024 | 990 | $736,782 | $913,716 | -$176,934 | $526,681 | $132,216 | $394,465 |
| June 30, 2023 | 990 | $565,694 | $767,246 | -$201,552 | $675,487 | $156,188 | $519,299 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $319,735
- Membership dues
- $8,724
- Program service revenue
- $0
- Investment income
- $74,625
- Net gain from sales of assets
- $60,031
- Net income from fundraising events
- $437,071
- Other revenue
- $449,082
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $483,191
- Salaries, compensation and benefits (total)
- $521,961
- Professional fundraising fees
- $0
- Accounting fees
- $7,000
- Occupancy
- $12,397
- Travel
- $26,327
- Depreciation
- $5,626
- Program services (functional)
- $641,844
- Management and general (functional)
- $232,032
- Fundraising (functional)
- $10,721
Balance sheet and other
- Total assets, start of year
- $526,681
- Total assets, end of year
- $465,513
- Total liabilities, end of year
- $164,757
- Net assets, end of year
- $300,756
- Land, buildings and equipment
- $26,539
- Net assets without donor restrictions
- $211,862
- Net assets with donor restrictions
- $88,894
- Gross receipts
- $1,213,938
- Employees
- 73
- Volunteers
- 86
- Year formed
- 1964
- State of legal domicile
- NC
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D'ANN GRELL | TREASURER Trustee or director, Officer | 0 | $0 |
| GARY MCDOUGAL | PRESIDENT ELECT Trustee or director, Officer | 0 | $0 |
| JAYNE ABERNETHY | SECRETARY Trustee or director, Officer | 0 | $0 |
| JOHN BRAY | BOARD MEMBER Trustee or director | 0 | $0 |
| ADAM EVERETT | BOARD MEMBER Trustee or director | 0 | $0 |
| LU LITTON GRIFFIN | BOARD MEMBER Trustee or director | 0 | $0 |
| HOPE ESTEPAN | BOARD MEMBER Trustee or director | 0 | $0 |
| JACKIE PALMER | BOARD MEMBER Trustee or director | 0 | $0 |
| IDA CLOUGH | PAST PRESIDENT Trustee or director, Officer | 0 | $0 |
| CHIP YOUNG | BOARD MEMBER Trustee or director | 0 | $0 |
| DAVID MILLHOLLAND | BOARD MEMBER Trustee or director | 0 | $0 |
| YVONNE DUNCAN | BOARD MEMBER Trustee or director | 0 | $0 |
| KIM WANGLER | BOARD MEMBER Trustee or director | 0 | $0 |
| JOHN HALL | BOARD MEMBER Trustee or director | 0 | $0 |
| MICHAEL ROPER | PRESIDENT Trustee or director, Officer | 0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES SMITH | BOARD MEMBER Trustee or director | 0 | $0 |
| ELLIE WILSON | BOARD MEMBER Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D'ANN GRELL | TREASURER Trustee or director, Officer | 0 | $0 |
| SHARON GOODWIN | PAST PRESIDENT Trustee or director, Officer | 0 | $0 |
| JAYNE ABERNETHY | SECRETARY Trustee or director, Officer | 0 | $0 |
| JOHN BRAY | BOARD MEMBER Trustee or director | 0 | $0 |
| MARTHA HILL | BOARD MEMBER Trustee or director | 0 | $0 |
| ROBERT CAMPBELL | BOARD MEMBER Trustee or director | 0 | $0 |
| HOPE ESTEPAN | BOARD MEMBER Trustee or director | 0 | $0 |
| AVERY STALEY | BOARD MEMBER Trustee or director | 0 | $0 |
| ANN JOSLYN | BOARD MEMBER Trustee or director | 0 | $0 |
| IDA CLOUGH | PRESIDENT Trustee or director, Officer | 0 | $0 |
| CHIP YOUNG | BOARD MEMBER Trustee or director | 0 | $0 |
| DAVID MILLHOLLAND | BOARD MEMBER Trustee or director | 0 | $0 |
| YVONNE DUNCAN | BOARD MEMBER Trustee or director | 0 | $0 |
| KIM WANGLER | BOARD MEMBER Trustee or director | 0 | $0 |
| JOHN HALL | BOARD MEMBER Trustee or director | 0 | $0 |
| MICHAEL ROPER | PRESIDENT ELECT Trustee or director, Officer | 0 | $0 |
| CHARLES SMITH | BOARD MEMBER Trustee or director | 0 | $0 |
| ELLIE WILSON | BOARD MEMBER Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D'ANN GRELL | PRESIDENT Trustee or director, Officer | 0 | $0 |
| SHARON GOODWIN | PAST PRESIDENT Trustee or director, Officer | 0 | $0 |
| JAYNE ABERNETHY | SECRETARY Trustee or director, Officer | 0 | $0 |
| LU GRIFFIN | BOARD MEMBER Trustee or director | 0 | $0 |
| MARTHA HILL | BOARD MEMBER Trustee or director | 0 | $0 |
| BETTY LONG | BOARD MEMBER Trustee or director | 0 | $0 |
| SHAWN ROBERTS | BOARD MEMBER Trustee or director | 0 | $0 |
| AVERY STALEY | BOARD MEMBER Trustee or director | 0 | $0 |
| ANN JOSLYN | BOARD MEMBER Trustee or director | 0 | $0 |
| IDA CLOUGH | PRESIDENT ELECT Trustee or director, Officer | 0 | $0 |
| CHIP YOUNG | BOARD MEMBER Trustee or director | 0 | $0 |
| DAVID MILLHOLLAND | BOARD MEMBER Trustee or director | 0 | $0 |
| YVONNE DUNCAN | BOARD MEMBER Trustee or director | 0 | $0 |
| NANCY MEEK | BOARD MEMBER Trustee or director | 0 | $0 |
| JOHN HALL | BOARD MEMBER Trustee or director | 0 | $0 |
| MICHAEL ROPER | TREASURER Trustee or director, Officer | 0 | $0 |
| CHARLES SMITH | BOARD MEMBER Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 243 THIRD AVENUE NE SUITE 1-N, HICKORY, NC 28601-5168
- Principal officer (990 for 2024)
- KELLY SWINDELL, 243 THIRD AVE NE, HICKORY, NC 28601
- Signed the 990
- KELLY SWINDELL, EXECUTIVE DIRECTOR
- Phone
- (828) 324-8603
- Website
- WWW.WPSYMPHONY.ORG
- Return prepared by
- LOWDERMILK CHURCH & CO LLP
Mission
TO ENRICH AND ENGAGE THE COMMUNITIES OF WESTERN NORTH CAROLINA THROUGH HIGH-QUALITY SYMPHONIC MUSIC WITH CREATIVE, RELEVANT PERFORMANCES, AND EDUCATIONAL OPPORTUNITIES FOR ALL AGES.
Program accomplishments
- FOSTER THE DEVELOPMENT OF AN APPRECIATION OF THE MUSICAL ARTS BY PROMOTING AND PRODUCING SYMPHONIC, CHAMBER AND INSTRUMENTAL MUSICAL PRODUCTIONS AND ENTERTAINMENTExpenses $641,844 · revenue $72,042
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1023290
- 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
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $465,513
- Income (IRS master file)
- $1,213,938
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $843,442 | $884,597 | $465,513 | XML |
| 990 | June 2024 | $736,782 | $913,716 | $526,681 | XML |
| 990 | June 2023 | $565,694 | $767,246 | $675,487 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 56-1023290).
Questions about WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC
- What is the EIN of WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC?
- The employer identification number (EIN) of WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC is 56-1023290.
- Is WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA 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 WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC?
- The 990 for the year ended June 30, 2025 names KELLY SWINDELL.
- Who are the officers and directors of WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does WESTERN PIEDMONT SYMPHONY-THE UNIFOUR ORCHESTRA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $843,442, expenses of $884,597 and total assets of $465,513 at year end.
Other nonprofits in HICKORY
- SALT BLOCK FOUNDATION INC EIN 56-1348489 · last filed 990 for 2025
- CATAWBA SCIENCE CENTER INC EIN 56-1073440 · last filed 990 for 2025
- HICKORY MUSEUM OF ART INC EIN 56-1144769 · last filed 990 for 2025
- UNITED ARTS COUNCIL OF CATAWBA COUNTY EIN 56-6065114 · last filed 990 for 2025
- HICKORY COMMUNITY THEATRE INC EIN 56-0819493 · last filed 990 for 2025
- HICKORY MUSIC FACTORY INC EIN 45-4726768 · last filed 990 for 2025
- HICKORY BALLET & PERFORMING ARTS EIN 82-3438309 · last filed 990 for 2025
- SUZUKI SCHOOL OF THE ARTS EIN 58-1778994 · last filed 990-EZ for 2025
All nonprofits in HICKORY · North Carolina · Arts, culture and humanities