2025-10-06T18:27:55-04:00 2025-06-30 270367773 Personal Financial Services LLC 1612 S Liberty Dr Ste B Bloomington IN 47403 990EZ 2024-07-01 455627575 North Valley Symphony Orchestra % Tracy Petersen NORT 6239804628 PO Box 72231 Phoenix AZ 85050 TRACY PETERSEN PRESIDENT 6239804628 2025-10-01 true true ELIZABETH RUH P00429747 8128222119 2025-10-06 2024 2025-03-06 01:10:19Z X X www.northvalleysymphony.org X X 149303 X 74412 37905 18390 7 18589 8061 10528 141242 41091 3650 34538 286 40074 119639 21603 129007 150610 X 115974 138604 0 0 14928 12006 130902 150610 1895 0 129007 150610 X SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT 34538 SEE ATTACHED STATEMENT 41091 SEE ATTACHED STATEMENT 9408 85037 Tracy Petersen PRESIDENT 10.00 0 0 0 Adrienne Kozacek TREASURER 4.00 0 0 0 Nora Welsh SECRETARY 5.00 0 0 0 Kevin Kozacek MUSIC CONDUCTOR 15.00 4800 0 0 Breana Mock Keen MEMBER AT LARGE 2.00 0 0 0 Heather Merchut MEMBER AT LARGE 2.00 0 0 0 Cindy Kozacek VICE PRESIDENT 10.00 0 0 0 Josh Condon MUSIC CONDUCTOR 3.00 1300 0 0 Gabrielle Beam YOUTH CONDUCTOR 4.00 3800 0 0 Charles Stewart YOUTH CONDUCTOR 3.00 2200 0 0 Dylan Suehiro YOUTH CONDUCTOR 4.00 4800 0 0 Anita Crider YOUTH CONDUCTOR 4.00 1700 0 0 Nicole Hernandez ADMINISTRATIVE ASSISTANT 10.00 896 0 0 Nathan Lievre ADMINISTRATIVE ASSISTANT 20.00 15360 0 0 Jayson Uptain LOGISTICS 4.00 3315 0 0 Rebecca Sumsion MEMBER AT LARGE 2.00 0 0 0 Bruce Jerde MEMBER AT LARGE 2.00 0 0 0 Michael Goerss MEMBER AT LARGE 2.00 0 0 0 Aidan Hayes MEMBER AT LARGE 2.00 0 0 0 Natalie Kruit MEMBER AT LARGE 2.00 0 0 0 X false false false false false false false false false Adrienne Kozacek 4756 N Hite Rd Bloomington IN 47408 5052397899 false false false false false false false false false false false NONE NONE true X 47346 87715 83120 80103 71812 370096 7625 19530 21900 19261 20990 89306 54971 107245 105020 99364 92802 459402 0 0 0 0 0 0 459402 4 4 62 55 7 132 4 4 62 55 7 132 54975 107249 105082 99419 92809 459534 0.99970 0.00000 0.00000 0.00000 X GALA 33180 14591 18589 2450 4039 740 832 33180 14591 18589 2450 4039 740 832 8061 10528 Description of other expenses Part I line 16 Description AmountADVERTISING AND PROMOTION 5,370ARTISTIC EXPENSES 9,455BANK CHARGES 1,860BUSINESS REGISTRATION FEE 20DEPRECIATION 3,071DONOR RELATIONS 956EQUIPMENT RENTAL 1,660INSURANCE 2,424MUSIC LICENSING 748NVSO FUNDRAISERS 199OFFICE EXPENSES 91PROFESSIONAL MEMBERSHIP 675RECOGNITION 160SOFTWARE 2,395STORAGE 3,683TELEPHONE 368TICKET MANAGEMENT SYSTEM 5,258VENUE DONATION 200WEBSITE 402RAFFLE EXPENSE 391COMPUTER SUPPLIES 439FINES, PENALTIES 206FINGERPRINTING 43 Description of other assets Part II line 24 Category Beginning of Year End of YearMACHINERY AND EQUIPMENT 14,928 12,006 Description of total liabilities Part II line 26 Category Beginning of Year End of YearPAYROLL LIABILITIES 1,895 0 Part III response or note to any other line in Part III FORM 990-EZ, PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSE NORTH VALLEY SYMPHONY ORCHESTRA (NVSO) EMPOWERS MUSICIANS OF ALL AGES AND SKILL LEVELS TO EXPLORE, LEARN, AND PERFORM EXCEPTIONAL ORCHESTRAL MUSIC. WE ARE DEDICATED TO FOSTERING A DEEP APPRECIATION FOR THE ARTS WHILE BUILDING A VIBRANT, INCLUSIVE COMMUNITY THAT ENGAGES AND ENRICHES THE NORTH VALLEY THROUGH THE POWER OF MUSIC. FORM 990-EZ, PART III, LINE 28 - STATEMENT OF PROGRAM SERVICE ACOMPLISHMENTS FACILITIES RENTAL IS OUR LARGEST EXPENSE. THIS AMOUNT INCLUDES RENTAL OF FACILITIES TO HOLD 3 YOUTH AND 1 ADULT ORCHESTRA ENSEMBLE REHEARSALS AND TO HOLD 2 YOUTH AND 4 ADULT ENSEMBLE CONCERTS. THIS ALSO INCLUDES 12 MONTHS OF RENT FOR STORAGE AND TRANSPORTATION OF INSTRUMENTS TO AND FROM REHEARSAL AND VENUE SPACE. MUSICIANS SERVED: 128 CONCERT AUDIENCE SERVED: 2,800 FORM 990-EZ, PART III, LINE 29 - STATEMENT OF PROGRAM SERVICE ACOMPLISHMENTS ORCHESTRA MUSICIANS AND ENSEMBLE DIRECTORS PAYMENTS IS OUR SECOND LARGEST EXPENSE. THIS INCLUDES PAYMENT TO 5 ENSEMBLE DIRECTORS, AND CONTRACT MUSICIANS THROUGHOUT THE SEASON. THIS ALSO INCLUDES THE COST OF CONTRACTED MUSICIANS FOR THE OUTREACH CONCERT PERFORMED IN WICKENBURG. MUSICIANS PAID: 32 FORM 990-EZ, PART III, LINE 30 - STATEMENT OF PROGRAM SERVICE ACOMPLISHMENTS TOTAL DEVELOPMENT EXPENSES IS OUR THIRD LARGEST EXPENSE. THIS INCLUDES EXPENSES FOR OUR ANNUAL GALA WHICH NETTED OVER $14,600 IN DONATIONS. DEVELOPMENT EXPENSES ALSO NURTURED DONOR RELATIONSHIPS THROUGHOUT THE YEAR NETTING OVER $18,600 IN PUBLIC SUPPORT DONATIONS. Part V response or note to any other line in Part V FORM 990-EZ, PART V - REGARDING TRANSFERS ASSOCIATED WITH PERSONAL BENEFIT CONTRACTS. (A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTRLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT - NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT - NO