Nonprofit · EIN 23-7041526
WEST VALLEY SYMPHONY ASSOCIATION
Tax-exempt · SURPRISE, AZ 85374
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $646,288 | $546,020 | $100,268 | $2,085,142 | $5,100 | $2,080,042 |
| June 30, 2024 | 990 | $473,101 | $548,007 | -$74,906 | $1,952,731 | $18,000 | $1,934,731 |
| June 30, 2023 | 990 | $296,074 | $375,449 | -$79,375 | $1,942,343 | $20,500 | $1,921,843 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $266,506
- Program service revenue
- $245,010
- Investment income
- $70,113
- Other revenue
- $64,659
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $226,683
- Salaries, compensation and benefits (total)
- $246,299
- Professional fundraising fees
- $0
- Legal fees
- $3,988
- Accounting fees
- $15,422
- Occupancy
- $37,022
- Program services (functional)
- $532,818
- Management and general (functional)
- $13,202
Balance sheet and other
- Total assets, start of year
- $1,952,731
- Total assets, end of year
- $2,085,142
- Total liabilities, end of year
- $5,100
- Net assets, end of year
- $2,080,042
- Publicly traded securities
- $1,686,883
- Net assets without donor restrictions
- $1,919,677
- Net assets with donor restrictions
- $160,365
- Gross receipts
- $646,288
- Employees
- 159
- Volunteers
- 34
- Year formed
- 1968
- State of legal domicile
- AZ
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 |
|---|---|---|---|
| KATHLEEN GOEPPINGER PHD | TRUSTEE Trustee or director | 4 | $0 |
| J CARTER MARSDEN | PRESIDENT Trustee or director, Officer | 4 | $0 |
| ANNE LEVIG | TRUSTEE Trustee or director | 1 | $0 |
| ALYSON J CLINE | TREASURER/SE Trustee or director, Officer | 15 | $0 |
| EDWIN WILLIAMSON | TRUSTEE Trustee or director | 4 | $0 |
| JERRY GAINES | TRUSTEE Trustee or director | 4 | $0 |
| JIM TRAXLER | TRUSTEE Trustee or director | 4 | $0 |
| MURIEL STONE | TRUSTEE Trustee or director | 1 | $0 |
| PAMELA GRAFTON-KOHNEN | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT GORMAN | TRUSTEE Trustee or director | 1 | $0 |
| TERRY HAYES | TRUSTEE Trustee or director | 4 | $0 |
| WILLIAM ZIMMER | TRUSTEE Trustee or director | 4 | $0 |
| KEVIN PERRY | VICE-PRESIDE Trustee or director, Officer | 10 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA LASHMET | TRUSTEE Trustee or director | 1 | $0 |
| ANNE LEVIG | SECRETARY Trustee or director, Officer | 2 | $0 |
| EDWIN WILLIAMSON | TREASURER Trustee or director, Officer | 2 | $0 |
| CLAUDIA VAZQUEZ | TRUSTEE Trustee or director | 1 | $0 |
| TERRY HAYES | TRUSTEE Trustee or director | 1 | $0 |
| J CARTER MARSDEN | PRESIDENT Trustee or director, Officer | 10 | $0 |
| JERRY GAINES | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| DAROLD GRAVES | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT GORMAN | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN E SANDUSKY | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN PERRY | TRUSTEE Trustee or director | 1 | $0 |
| SANDRA SOLOMON | TRUSTEE Trustee or director | 1 | $0 |
| MURIEL STONE | TRUSTEE Trustee or director | 1 | $0 |
| JIM TRAXLER | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM ZIMMER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA LASHMET | DIRECTOR Trustee or director | 2 | $0 |
| ANNE LEVIG | SECRETARY Officer | 2 | $0 |
| EDWIN WILLIAMSON | TREASURER Officer | 2 | $0 |
| CLAUDIA VASQUEZ | DIRECTOR Trustee or director | 2 | $0 |
| TERRY HAYES | DIRECTOR Trustee or director | 2 | $0 |
| J CARTER MARSDEN | PRESIDENT Officer | 10 | $0 |
| JERRY GAINES | VICE PRESIDE Trustee or director | 2 | $0 |
| DEROLD GRAVES | DIRECTOR Trustee or director | 2 | $0 |
| MURIEL STONE | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT GORMAN | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7328, SURPRISE, AZ 85374-0105
- Principal officer (990 for 2024)
- J CARTER MARSDEN, PO BOX 7328, SURPRISE, AZ 85374
- Signed the 990
- J CARTER MARSDEN, PRESIDENT
- Phone
- (623) 236-6781
- Website
- WESTVALLEYSYMPHONY.ORG
- Return prepared by
- J BRAD JENNER CPA PC
Mission
TO SUPPORT A SYMPHONY ORCHESTRA IN SURPRISE AND SURROUNDING AREAS.
Program accomplishments
- EDUCATION IN THE SYMPHONIC AND MUSICAL ARTS IN SURPRISE AND THE SURROUNDING AREAS.Expenses $532,818 · revenue $268,510
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
- 23-7041526
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,085,142
- Income (IRS master file)
- $646,288
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $646,288 | $546,020 | $2,085,142 | IRS |
| 990 | June 2024 | $473,101 | $548,007 | $1,952,731 | IRS |
| 990 | June 2023 | $296,074 | $375,449 | $1,942,343 | XML |
| 990 | June 2022 | $527,665 | $397,607 | $1,889,062 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 23-7041526).
Questions about WEST VALLEY SYMPHONY ASSOCIATION
- What is the EIN of WEST VALLEY SYMPHONY ASSOCIATION?
- The employer identification number (EIN) of WEST VALLEY SYMPHONY ASSOCIATION is 23-7041526.
- Is WEST VALLEY SYMPHONY ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to WEST VALLEY SYMPHONY ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WEST VALLEY SYMPHONY ASSOCIATION 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 WEST VALLEY SYMPHONY ASSOCIATION 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 WEST VALLEY SYMPHONY ASSOCIATION 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 WEST VALLEY SYMPHONY ASSOCIATION?
- The 990 for the year ended June 30, 2025 names J CARTER MARSDEN.
- Who are the officers and directors of WEST VALLEY SYMPHONY ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does WEST VALLEY SYMPHONY ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $646,288, expenses of $546,020 and total assets of $2,085,142 at year end.
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