Nonprofit · EIN 42-1320132
OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION
Tax-exempt · OTTUMWA, IA 52501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $97,471 | $137,712 | -$40,241 | $421,014 | $0 | $421,014 |
| June 30, 2024 | 990 | $122,577 | $167,186 | -$44,609 | $422,378 | $2,250 | $420,128 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $40,156
- Program service revenue
- $29,538
- Investment income
- $5,852
- Net income from fundraising events
- $21,925
- Other revenue
- $21,925
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,882
- Travel
- $19,878
- Program services (functional)
- $115,330
- Management and general (functional)
- $22,382
Balance sheet and other
- Total assets, start of year
- $422,378
- Total assets, end of year
- $421,014
- Total liabilities, end of year
- $0
- Net assets, end of year
- $421,014
- Publicly traded securities
- $391,780
- Net assets without donor restrictions
- $421,014
- Gross receipts
- $107,718
- Employees
- 0
- Year formed
- 2006
- State of legal domicile
- IA
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 |
|---|---|---|---|
| ELIZABETH BLAINE | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER CALHOUN | BOARD MEMBER Trustee or director | 1 | $0 |
| DIANA DAVOLT | BOARD MEMBER Trustee or director | 1 | $0 |
| PAM DEBOER | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| DAN DOWLING | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY BETH HAMMER | BOARD MEMBER Trustee or director | 1 | $0 |
| TRAVIS HENDERSON | TREASURER Trustee or director, Officer | 2 | $0 |
| WILLIAM LARUE JONES | DIRECTOR Trustee or director | 40 | $0 |
| KATHI LOUCKS | BOARD MEMBER Trustee or director | – | $0 |
| LUKE MILLER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| NATHAN MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEX MORLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DAPHNE PALEN | BOARD MEMBER Trustee or director | 1 | $0 |
| NEWELL PALEN | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN QUINN | BOARD MEMBER Trustee or director | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARB SASSEEN | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID SHARP | BOARD MEMBER Trustee or director | 1 | $0 |
| BONNIE SHOWALTER | SECRETARY Trustee or director, Officer | 2 | $0 |
| SUSAN SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| DIANA SWANSON | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY JANE VASCONEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| HENRY WEBERPAL | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER CALHOUN | BOARD MEMBER Trustee or director | 1 | $0 |
| DIANA DAVOLT | BOARD MEMBER Trustee or director | 1 | $0 |
| PAM DEBOER | TREASURER Trustee or director, Officer | 2 | $0 |
| DAN DOWLING | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY BETH HAMMER | BOARD MEMBER Trustee or director | 1 | $0 |
| TRAVIS HENDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| LUKE MILLER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| NATHAN MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA MONTGOMERY | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEX MORLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DAPHNE PALEN | BOARD MEMBER Trustee or director | 1 | $0 |
| NEWELL PALEN | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN QUINN | BOARD MEMBER Trustee or director | 1 | $0 |
| BARB SASSEEN | BOARD MEMBER Trustee or director | 1 | $0 |
| BONNIE SHOWALTER | SECRETARY Trustee or director, Officer | 2 | $0 |
| MARY JANE VASCONEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| JANET VINYARD | BOARD MEMBER Trustee or director | 1 | $0 |
| HENRY WEBERPAL | BOARD MEMBER Trustee or director | 1 | $0 |
| DENNIS WILLHOIT | PAST PRESIDE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 173, OTTUMWA, IA 52501-0173
- In care of
- % OTTUMWA SYMPHONY ORCHESTRA
- Mailing address (990-N for 2012)
- PO Box 173, Ottumwa IA 52501
- Principal officer (990 for 2024)
- LUKE MILLER, 508 N FERRY, OTTUMWA, IA 52501
- Principal officer (990-N for 2012)
- Mick Lawson, PO Box 173, Ottumwa IA 52501
- Signed the 990
- LUKE MILLER, PRESIDENT
- Phone
- (641) 777-7229
- Return prepared by
- BRADLEY T BARNES CPA PC
Mission
THE PURPOSE OF THE OTTUMWA SYMPHONY ORCHESTRA FOUNDATION IS TO PROVIDE FOR THE PERPETUATION OF MUSICAL ARTS AND PERFORMANCES IN THE CITY OF OTTUMWA AND SURROUNDING COMMUNITIES AND FOR THE ENCOURAGEMENT OF MUSICAL EDUCATION AMONGST ELEMENTARY, HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
Program accomplishments
- THE PURPOSE OF THE OTTUMWA SYMPHONY ORCHESTRA FOUNDATION IS TO PROVIDE FOR THE PERPETUATION OF MUSICAL ARTS AND PERFORMANCES IN THE CITY OF OTTUMWA AND SURROUNDING COMMUNITIES AND FOR THE ENCOURAGEMENT OF MUSICAL EDUCATION AMONGST ELEMENTARY, HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.Expenses $115,330
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
- 42-1320132
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $421,014
- Income (IRS master file)
- $107,718
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $97,471 | $137,712 | $421,014 | XML |
| 990 | June 2024 | $122,577 | $167,186 | $422,378 | XML |
| 990 | June 2023 | $131,387 | $151,226 | $413,036 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Mick Lawson | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 42-1320132).
Questions about OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION
- What is the EIN of OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION?
- The employer identification number (EIN) of OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION is 42-1320132.
- Is OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION 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 OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION 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 OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION 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 OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION?
- The 990 for the year ended June 30, 2025 names LUKE MILLER.
- Who are the officers and directors of OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does OTTUMWA SYMOPHONY ORCHESTRA FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $97,471, expenses of $137,712 and total assets of $421,014 at year end.
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