2024-12-10T01:52:04-06:00 2024-06-30 421243538 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-07-01 420766745 WATERLOO-CEDAR FALLS SYMPHONY ORCHESTRA ASSOCIATION WATE 3192733373 8201 DAKOTA ST GBPAC 17 CEDAR FALLS IA 506140803 RUSSELL CURTIS TREASURER 3192873997 2024-12-06 1 0 MICHELLE HEKEL CPA P01440878 3192346885 2024-12-06 2023 2024-10-15 13:58:12Z WCFSYMPHONY RUSSELL CURTIS 8201 DAKOTA ST GBPAC 17 CEDAR FALLS IA 506140803 697103 0 X HTTP://WWW.WCFSYMPHONY.ORG X 1969 IA THE MISSION OF THE SYMPHONY IS TO PROVIDE THE BEST LIVE MUSIC THERE IS. 20 20 12 38 17320 0 315017 467344 138337 199870 19162 29889 0 0 472516 697103 0 0 0 0 297283 475329 0 0 56772 420874 325003 718157 800332 -245641 -103229 906445 824903 53777 25635 852668 799268 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 422148 182550 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. 422148 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 93 0 1 12 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 1 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 JORDAN BANCROFT EXECUTIVE DIRECTOR 40.00 X 58993 0 6224 RANDY GRABOWSKI DIRECTOR 0.50 X 3514 0 0 ALEXANDER PERSHOUNIN DIRECTOR 0.50 X 2558 0 0 ANTHONY WILLIAMS DIRECTOR 0.50 X 2279 0 0 RENEE VEENSTRA DIRECTOR 2.00 X 2187 0 0 MARTHA KROESE PRESIDENT 5.00 X X 0 0 0 CHRIS HOFFMAN PRESIDENT ELECT 1.00 X X 0 0 0 BRAD JENSEN PAST PRESIDENT 1.50 X X 0 0 0 RUSSELL CURTIS TREASURER 0.50 X X 0 0 0 EJ GALLAGHER III SECRETARY 2.50 X X 0 0 0 LEE NICHOLAS DIRECTOR 0.50 X 0 0 0 STEPHANIE CLOHESY DIRECTOR 0.50 X 0 0 0 SCOTT PETERS DIRECTOR 0.50 X 0 0 0 DR JOHN BERRY DIRECTOR 0.50 X 0 0 0 DR ANGELEITA FLOYD DIRECTOR 0.50 X 0 0 0 CARL HARTSON DIRECTOR 0.50 X 0 0 0 SHUAIB MEACHAM DIRECTOR 0.50 X 0 0 0 SOHYUN MEACHAM DIRECTOR 0.50 X 0 0 0 KRISTINA KOFOOT DIRECTOR 0.50 X 0 0 0 ALEXIS KRAAYENBRINK DIRECTOR 0.50 X 0 0 0 GARY KROEGER DIRECTOR 0.50 X 0 0 0 69531 0 6224 0 0 0 0 0 467344 467344 CONCERT TICKETS 711130 177898 177898 ADVERTISING 541800 17320 17320 GBPAC FEES 711130 4652 4652 199870 18702 18702 11187 0 11187 11187 11187 697103 182550 17320 29889 X 99359 24840 64583 9936 340016 136006 187009 17001 1390 555 765 70 5681 2272 3125 284 28883 10573 16539 1771 6485 6485 25456 25456 26110 20888 5222 12751 874 8368 3509 30226 3023 12090 15113 7680 3072 3072 1536 7302 4381 2775 146 4211 2106 2105 GUEST ARTIST PRODUCTION 80684 80684 CONCERT EXPENSES 78583 78583 PRINTING AND PUBLICATIO 18629 18629 EDUCATION PROGRAMS 4968 4968 21918 5238 9274 7406 800332 422148 321412 56772 37377 16901 10788 10853 43470 13137 28321 14227 121311 109853 18759 11458 767730 758327 906445 824903 15341 12635 38436 13000 53777 25635 X 852668 799268 852668 799268 906445 824903 -103229 49829 0 X 0 0 0 X 356026 416418 737671 315017 467344 2292476 110612 818 166616 138337 199870 616253 466638 417236 904287 453354 667214 2908729 50700 16895 26680 64783 44114 203172 0 50700 16895 26680 64783 44114 203172 2705557 72784 6578 14501 19162 18702 131727 72784 6578 14501 19162 18702 131727 539422 423814 918788 472516 685916 3040456 0.88990 0.86710 0.04330 0.06510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1553161 114257 62980 17338 1587100 1535504 500 103291 64850 21284 1553161 1676148 750 -62431 59996 18967 1535504 1351939 850 394646 54593 16694 1676148 1388378 1200 33150 55268 15521 1351939 1.00000 1 0 58889 58628 261 62422 51225 11197 11458 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 2 SHUAIB MEACHAM AND SOHYUN MEACHAM HAVE A FAMILY RELATIONSHIP. 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 25,456. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,456.