2026-03-19T13:10:28-05:00 2025-06-30 421243538 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 420766745 WATERLOO-CEDAR FALLS SYMPHONY ORCHESTRA ASSOCIATION WATE 3192733373 8201 DAKOTA ST GBPAC 17 CEDAR FALLS IA 506140803 RUSSELL CURTIS TREASURER 3192873997 2026-03-14 1 1 MICHELLE HEKEL P01440878 3192346885 2026-03-02 2024 2025-03-06 01:10:19Z WCFSYMPHONY RUSSELL CURTIS 8201 DAKOTA ST GBPAC 17 CEDAR FALLS IA 506140803 632691 0 X HTTP://WWW.WCFSYMPHONY.ORG X 1969 IA TO SHARE LIVE MUSIC. 17 17 10 50 4306 0 467344 467987 199870 125185 29889 39519 0 0 697103 632691 0 0 0 0 475329 457831 0 0 58450 325003 242239 800332 700070 -103229 -67379 824903 770833 25635 4739 799268 766094 OUR MISSION IS SHARING LIVE MUSIC, CHAMPIONING INNOVATION, AND CELEBRATING OUR COMMON HUMANITY. WE DO THIS WITH INVENTIVE, CONTEMPORARY APPROACHES TO ENSEMBLE PERFORMANCE WHICH ENGAGE AUDIENCES MEANINGFULLY IN LIVE MUSIC. 0 0 309812 120879 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. 309812 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 1 102 0 1 10 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 1 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 X CREATIVE PLANNING 3197392948 2451 OAKDALE BLVD 204 CORALVILLE IA 52241 JORDAN BANCROFT EXECUTIVE DIRECTOR 40.00 X 59089 0 12420 CHRIS HOFFMAN PRESIDENT 10.00 X X 0 0 0 MARTHA KROESE PAST PRESIDENT 3.00 X X 0 0 0 STEPHANIE CLOHESY PRESIDENT ELECT 2.00 X X 0 0 0 RUSSELL CURTIS TREASURER 2.00 X X 0 0 0 SCOTT PETERS SECRETARY 2.00 X X 0 0 0 EJ GALLAGHER III DIRECTOR 2.00 X X 0 0 0 LEE NICHOLAS 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 KRISTINA KOFOOT DIRECTOR 1.00 X 0 0 0 ALEXIS KRAAYENBRINK DIRECTOR 1.00 X 0 0 0 GARY KROEGER DIRECTOR 0.50 X 0 0 0 MATT GLASCOCK DIRECTOR 0.50 X 0 0 0 EMILY SWARTLEY DIRECTOR 1.00 X 0 0 0 MIRIAM TYSON DIRECTOR 1.00 X 0 0 0 LUKE ZAHARI DIRECTOR 0.50 X 0 0 0 59089 0 12420 0 0 0 0 0 15000 452987 467987 CONCERT TICKETS 711130 120857 120857 ADVERTISING 541800 4306 4306 GBPAC FEES 711130 22 22 125185 15721 15721 23798 0 23798 23798 23798 632691 120879 4306 39519 72936 18234 47408 7294 360561 144224 198309 18028 3081 1232 1695 154 2825 1130 1554 141 18428 6906 10446 1076 5000 5000 23910 23910 18548 18548 22755 18204 4551 14590 1029 9279 4282 46162 4616 18465 23081 7680 3072 3072 1536 7960 4776 3025 159 3613 1807 1806 GUEST ARTIST PRODUCTION 40054 40054 CONCERT EXPENSES 17989 17989 PRINTING AND PUBLICATIO 13747 13747 EDUCATION PROGRAMS 9223 9223 11008 5021 3288 2699 700070 309812 331808 58450 16901 47530 10853 10919 13137 16970 14227 12967 137000 110657 11458 26343 758327 656104 824903 770833 12635 2239 13000 2500 25635 4739 X 799268 766094 799268 766094 824903 770833 -67379 27048 7157 0 X 0 0 0 X 416418 737671 315017 467344 467987 2404437 818 166616 138337 199870 125185 630826 417236 904287 453354 667214 593172 3035263 16895 26680 64783 44114 35000 187472 0 16895 26680 64783 44114 35000 187472 2847791 6578 14501 19162 18702 15721 74664 6578 14501 19162 18702 15721 74664 423814 918788 472516 685916 608893 3109927 0.91570 0.88990 0.02400 0.04330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1587100 147327 62778 16424 1655225 1553161 114257 62980 17338 1587100 1535504 500 103291 64850 21284 1553161 1676148 750 -62431 59996 18967 1535504 1351939 850 394646 54593 16694 1676148 1.00000 1 0 74578 55669 18909 62422 54988 7434 26343 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 MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).