Nonprofit · EIN 23-7103040
SYMPHONY OF THE SOUTHWEST
Tax-exempt (reinstated) · TEMPE, AZ 85282
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $78,930 | $79,352 | -$422 | $3,905 | $19,748 | -$15,843 |
| June 30, 2024 | 990-EZ | $71,506 | $92,151 | -$20,645 | $1,082 | $16,226 | -$15,144 |
| June 30, 2023 | 990-EZ | $79,145 | $103,067 | -$23,922 | $14,909 | $9,925 | $4,984 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $41,301
- Program service revenue
- $37,629
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $750
- Occupancy
- $6,332
- Other expenses
- $72,270
- Program services (functional)
- $79,352
Balance sheet and other
- Total assets, start of year
- $1,082
- Total assets, end of year
- $3,905
- Total liabilities, end of year
- $19,748
- Net assets, end of year
- -$15,843
- Cash, savings and investments
- $3,680
- Gross receipts
- $78,930
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathi Roark | President | 25 | $0 |
| Mark Converti | Vice-President | 10 | $0 |
| Katrina King | Treasurer | 5 | $0 |
| Grayson Meadows | member | 1 | $0 |
| Samara Humbert Hughes | YSSW admin | 20 | $0 |
| Allison Ray | Member | 10 | $0 |
| Rebecca Bowen | Member | 10 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathi Roark | President | 30 | $0 |
| Mark Converti | Vice-President | 10 | $0 |
| Katrina King | Treasurer | 2 | $0 |
| Grayson Meadows | member | 1 | $0 |
| Samara Humbert Hughes | YSSW admin | 15 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cal Kellogg | Conductor/Music Director | 25 | $20,255 |
| Kathi Roark | President | 25 | $0 |
| Mark Converti | Vice-President | 5 | $0 |
| Katrina King | Treasurer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 2109 E GREENWAY DR, TEMPE, AZ 85282-7433
- Signed the 990-EZ
- Kathi Roark, President
- Phone
- (602) 741-7004
- Website
- symphonyofthesouthwest.org
Mission
Perform live professional, youth symphonic and chamber orchestra concerts for inspiration, education and entertainment
Program accomplishments
- Perform live professional and youth symphonic and chamber concerts for inspiration, education and entertainment.Expenses $79,352 · grants $33,250
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7103040
- 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
- 2017
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A68)
- Assets (IRS master file)
- $3,905
- Income (IRS master file)
- $78,930
Revocation and reinstatement
- Exemption revoked
- November 15, 2015
- Posted by the IRS
- April 11, 2016
- Reinstated
- Effective November 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $78,930 | $79,352 | $3,905 | IRS |
| 990-EZ | June 2024 | $71,506 | $92,151 | $1,082 | IRS |
| 990-EZ | June 2023 | $79,145 | $103,067 | $14,909 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 23-7103040).
Questions about SYMPHONY OF THE SOUTHWEST
- What is the EIN of SYMPHONY OF THE SOUTHWEST?
- The employer identification number (EIN) of SYMPHONY OF THE SOUTHWEST is 23-7103040.
- Is SYMPHONY OF THE SOUTHWEST tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2015 and reinstated it effective November 15, 2015.
- Are donations to SYMPHONY OF THE SOUTHWEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SYMPHONY OF THE SOUTHWEST 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 SYMPHONY OF THE SOUTHWEST 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 SYMPHONY OF THE SOUTHWEST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of SYMPHONY OF THE SOUTHWEST?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SYMPHONY OF THE SOUTHWEST have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $78,930, expenses of $79,352 and total assets of $3,905 at year end.
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All nonprofits in TEMPE · Arizona · Arts, culture and humanities