Nonprofit · EIN 74-2023813
VALLEY SYMPHONY ASSOCIATION
Tax-exempt · MONTROSE, CO 81402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $189,721 | $154,895 | $34,826 | $164,404 | $0 | $164,404 |
| December 31, 2024 | 990-EZ | $134,016 | $114,870 | $19,146 | $129,578 | $0 | $129,578 |
| December 31, 2023 | 990-EZ | $120,797 | $95,562 | $25,235 | $110,760 | $328 | $110,432 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $126,815
- Program service revenue
- $44,255
- Investment income
- $151
- Other revenue
- $18,500
Expenses
- Compensation of officers, directors and key employees
- $76,743
- Salaries, compensation and benefits (total)
- $76,743
- Professional fees and payments to contractors
- $13,707
- Occupancy
- $5,535
- Printing, publications and postage
- $2,838
- Other expenses
- $56,072
- Program services (functional)
- $54,811
Balance sheet and other
- Total assets, start of year
- $129,578
- Total assets, end of year
- $164,404
- Total liabilities, end of year
- $0
- Net assets, end of year
- $164,404
- Cash, savings and investments
- $139,122
- Gross receipts
- $189,721
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER COLTON | GENERAL MANAGER | 25 | $23,183 |
| STEPHANIE HELLECKSON | EXECUTIVE DIRECTOR | 10 | $20,345 |
| TROY RAPER | ORCHESTRA & ARTISTIC DIRECTOR | 30 | $19,050 |
| KATHERINE KRISTOFFERSEN | CHORUS DIRECTOR | 25 | $10,000 |
| NATHAN HOWE | CHORUS DIRECTOR | 25 | $4,165 |
| GLEN JUSTIS | PRESIDENT | 10 | $0 |
| NONA MAYBERRY | TREASURER | 12 | $0 |
| CATHERINE HOFFMAN | VICE PRESIDENT | 10 | $0 |
| BRIAN JESS | MEMBER AT LARGE | 8 | $0 |
| ANNE HARPER | SECRETARY | 2 | $0 |
990-EZ for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE HELLECKSON | EXECUTIVE DIRECTOR | 10 | $12,000 |
| TROY RAPER | ORCHESTRA DIRECTOR | 30 | $11,000 |
| SANDY SUNDSTROM | PRINCIPAL | 10 | $3,125 |
| KATHERINE KRISTOFFERSEN | CHORUS DIRECTOR | 25 | $2,000 |
| GLEN JUSTICE | VICE PRESIDENT | 2 | $0 |
| NONA MAYBERRY | TREASURER | 12 | $0 |
| CATHERINE HOFFMAN | PRESIDENT | 10 | $0 |
| CHERYL ZAHNISER | MEMBER AT LARGE | 8 | $0 |
| ANNE HARPER | SECRETARY | 2 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TROY RAPER | ORCHESTRA DIRECTOR | 16 | $8,550 |
| KATHERINE KRISTOFFERSEN | CHORUS DIRECTOR | 10 | $6,986 |
| SANDY SUNDSTROM | PRINCIPAL | 8 | $2,850 |
| HARTLAND CLUBB JR | PRESIDENT | 6 | $0 |
| PRISCILLA FRY | TREASURER | 6 | $0 |
| CATHERINE HOFFMAN | BOARD MEMBER | 6 | $0 |
| STEPHANIE HELLECKSON | MEMBER AT LARGE | 6 | $0 |
| CHERYL ZAHNISER | BOARD MEMBER | 6 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3144, MONTROSE, CO 81402-3144
- Signed the 990-EZ
- GLEN JUSTIS, PRESIDENT
- Phone
- (970) 252-7471
- Website
- VALLEYSYMPHONY.NET
- Return prepared by
- ROUNDS AND BROOKS CPAS PC
Mission
TO PROVIDE MUSICAL CONCERTS TO COMMUNITIES.
Program accomplishments
- PROVIDE CONCERTS TO THE COMMUNITIES OF DELTA, MONTROSE, AND OURAY COUNTIES. APPROXIMATELY 2000 ATTENDEES.Expenses $54,811
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 74-2023813
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $164,404
- Income (IRS master file)
- $189,721
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $189,721 | $154,895 | $164,404 | IRS |
| 990-EZ | December 2024 | $134,016 | $114,870 | $129,578 | IRS |
| 990-EZ | December 2023 | $120,797 | $95,562 | $110,760 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 74-2023813).
Questions about VALLEY SYMPHONY ASSOCIATION
- What is the EIN of VALLEY SYMPHONY ASSOCIATION?
- The employer identification number (EIN) of VALLEY SYMPHONY ASSOCIATION is 74-2023813.
- Is VALLEY SYMPHONY ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to VALLEY SYMPHONY ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does 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 VALLEY SYMPHONY ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VALLEY SYMPHONY ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of VALLEY SYMPHONY ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 10 people; 5 received compensation from the organization, the highest $23,183 (JENNIFER COLTON, GENERAL MANAGER).
- How much revenue does VALLEY SYMPHONY ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $189,721, expenses of $154,895 and total assets of $164,404 at year end.
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