Nonprofit · EIN 77-0406042
NEW WEST SYMPHONY ASSOCIATION
Tax-exempt · THOUSAND OAKS, CA 91362
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,916,153 | $2,333,509 | -$417,356 | $677,180 | $1,249,002 | -$571,822 |
| December 31, 2023 | 990 | $1,009,801 | $896,209 | $113,592 | $983,092 | $1,137,558 | -$154,466 |
| August 31, 2023 | 990 (amended) | $2,583,184 | $2,918,320 | -$335,136 | $763,507 | $1,031,565 | -$268,058 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,313,513
- of which government grants
- $30,000
- Program service revenue
- $533,386
- Investment income
- $28,627
- Net income from fundraising events
- $39,486
- Other revenue
- $40,627
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,061,400
- Salaries, compensation and benefits (total)
- $1,191,056
- Professional fundraising fees
- $0
- Legal fees
- $9,751
- Occupancy
- $101,677
- Travel
- $53,612
- Depreciation
- $3,672
- Program services (functional)
- $1,275,900
- Management and general (functional)
- $891,975
- Fundraising (functional)
- $165,634
Balance sheet and other
- Total assets, start of year
- $983,092
- Total assets, end of year
- $677,180
- Total liabilities, end of year
- $1,249,002
- Net assets, end of year
- -$571,822
- Land, buildings and equipment
- $23,724
- Net assets without donor restrictions
- -$643,093
- Net assets with donor restrictions
- $71,271
- Gross receipts
- $1,917,653
- Employees
- 149
- Volunteers
- 100
- Year formed
- 1995
- State of legal domicile
- CA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATALIA STANEVA | CEO Trustee or director | 40 | $139,998 |
| PAUL FINKEL MD | CHAIR Trustee or director, Officer | 5 | $0 |
| JOHN SHWOPE | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| ANTHONY VASQUEZ | TREASURER Trustee or director, Officer | 5 | $0 |
| GARY WARTIK | SECRETARY Trustee or director, Officer | 5 | $0 |
| ERIN POHL | DIRECTOR Trustee or director | 2 | $0 |
| RUSSELL SPOTO MD | DIRECTOR Trustee or director | 2 | $0 |
| MARIJANE UNTER | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATALIA STANEVA | CEO Trustee or director | 40 | $46,666 |
| CLAUDIA BILL-DE LA PENA | CHAIR Trustee or director, Officer | 5 | $0 |
| PAMELA PERKINS DWYER | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| SAMUEL BRUTTOMESSO MD | SECRETARY Trustee or director, Officer | 5 | $0 |
| PAUL FINKEL MD | IMMEDIATE PA Trustee or director, Officer | 5 | $0 |
| HARRY CRONER | DIRECTOR Trustee or director | 2 | $0 |
| NANCY ISRAEL | DIRECTOR Trustee or director | 2 | $0 |
| NICKIE F KUBASAK JD | DIRECTOR Trustee or director | 2 | $0 |
| AERIN LEDUC-GUMMESON | DIRECTOR Trustee or director | 2 | $0 |
| CHIP MARVIN | DIRECTOR Trustee or director | 2 | $0 |
| BRIAN NELSON | DIRECTOR Trustee or director | 2 | $0 |
| JOAN PICCIONI | DIRECTOR Trustee or director | 2 | $0 |
| ERIN POHL | DIRECTOR Trustee or director | 2 | $0 |
| SHEILA SCHWEDES | DIRECTOR Trustee or director | 2 | $0 |
| JOHN SHWOPE | DIRECTOR Trustee or director | 2 | $0 |
| RUSSELL SPOTO MD | DIRECTOR Trustee or director | 2 | $0 |
| MARIJANE UNTER | DIRECTOR Trustee or director | 2 | $0 |
| GARY WARTIK | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended August 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATALIA STANEVA | CEO Trustee or director | 40 | $139,998 |
| PAUL FINKEL MD | CHAIR Trustee or director, Officer | 5 | $0 |
| SAMUEL BRUTTOMESSO MD | SECRETARY Trustee or director, Officer | 5 | $0 |
| HARRY CRONER | TREASURER Trustee or director, Officer | 5 | $0 |
| CLAUDIA BILL-DE LA PENA | CHAIR-ELECT Trustee or director, Officer | 2 | $0 |
| NANCY ISRAEL | DIRECTOR Trustee or director | 2 | $0 |
| NICKIE F KUBASAK JD | DIRECTOR Trustee or director | 2 | $0 |
| AERIN LEDUC-GUMMESON | DIRECTOR Trustee or director | 2 | $0 |
| CHIP MARVIN | DIRECTOR Trustee or director | 2 | $0 |
| BRIAN NELSON | DIRECTOR Trustee or director | 2 | $0 |
| PAMELA PERKINS DWYER | DIRECTOR Trustee or director | 2 | $0 |
| JOAN PICCIONI | DIRECTOR Trustee or director | 2 | $0 |
| ERIN POHL | DIRECTOR Trustee or director | 2 | $0 |
| SHEILA SCHWEDES | DIRECTOR Trustee or director | 2 | $0 |
| JOHN SHWOPE | DIRECTOR Trustee or director | 2 | $0 |
| RUSSELL SPOTO MD | DIRECTOR Trustee or director | 2 | $0 |
| MARIJANE UNTER | DIRECTOR Trustee or director | 2 | $0 |
| GARY WARTIK | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2100 E THOUSAND OAKS BLVD STE D, THOUSAND OAKS, CA 91362-2914
- Principal officer (990 for 2024)
- NATALIA STANEVA
- Signed the 990
- NATALIA STANEVA, CEO
- Phone
- (805) 497-5800
- Website
- WWW.NEWWESTSYMPHONY.ORG
- Return prepared by
- HARRIS ACCOUNTING CORP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0406042 or by the name NEW WEST SYMPHONY ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE NEW WEST SYMPHONY INSPIRES PASSION FOR SYMPHONIC MUSIC THROUGH LIVE PERFORMANCES AND EDUCATION INITIATIVES THAT ENGAGE AND ENRICH ITS DIVERSE AUDIENCES.
Program accomplishments
- FOUNDED IN 1995, THE NEW WEST SYMPHONY IS A TOP PROFESSIONAL ORCHESTRA IN THE REGION THAT DRAWS ITS PLAYERS FROM THE RICH TALENT POOL OF PROFESSIONAL MUSICIANS. WITH ARTISTIC DIRECTION LED BY GRAMMY WINNER MAESTRO MICHAEL CHRISTIE, THE SYMPHONY IS THE RESIDENT COMPANY OF THE BANK OF AMERICA PERFORMING ARTS CENTER IN THOUSAND OAKS AND PERFORMS AT THE RANCHO CAMPANA PERFORMING ARTS CENTER IN CAMARILLO. RETURNING TO LIVE PERFORMANCES IN 2021, THE SYMPHONY PRESENTS SIX MASTERPIECE SERIES CONCERTS ANNUALLY, PERFORMING MAJOR WORKS FROM THE SYMPHONIC REPERTOIRE WITH INTERNATIONALLY ACCLAIMED ARTISTS AS GUEST SOLOISTS, AS WELL AS PRODUCES ANNUAL SUMMERFEST AND WINTERFEST PROGRAMS RAISING ADDITIONAL FUNDS FOR THE SYMPHONY'S OPERATIONS.Expenses $1,011,310 · revenue $726,922
- LABY HARMONY PROJECT OF NEW WEST SYMPHONY USES MUSIC TRAINING TO PROMOTE THE HEALTHY GROWTH AND DEVELOPMENT OF UNDERSERVED YOUTH. THE PROGRAM PROVIDES HIGH QUALITY TUITION-FREE MUSIC INSTRUCTION TO CHILDREN IN GRADES K-12, CURRENTLY SERVING OVER 160 STUDENTS IN THE CITY OF VENTURA YEAR- ROUND. BY COLLABORATING WITH STUDENTS, FAMILIES, AND LOCAL PARTNERS, AND TOGETHER WITH OUR GENEROUS SUPPORTERS, THE PROJECT BUILDS A STRONGER, HEALTHIER, AND MORE MUSICALLY ENGAGED COMMUNITY.Expenses $186,395 · revenue $145,235
- SYMPHONIC ADVENTURES, THE SYMPHONY'S FLAGSHIP EDUCATION PROGRAM, IS A LIVE, INTERACTIVE CONCERT FOR ELEMENTARY SCHOOL STUDENTS, THEIR CHAPERONES AND PARENTS. THIS PROGRAM PROVIDES OVER 5,000 STUDENTS WITH THEIR FIRST OPPORTUNITY TO HEAR CLASSICAL MUSIC. EACH 50-MINUTE INTERACTIVE CONCERT SUPPORTS THE SYMPHONY'S GOAL TO BRING ORCHESTRAL MUSIC TO CHILDREN. BY INTRODUCING STUDENTS TO THE ORCHESTRA, ITS CONDUCTOR, AND THE ELEMENTS OF MUSIC, THE SYMPHONY AIMS TO INSPIRE A LIFE-LONG APPRECIATION OF MUSIC.Expenses $6,821
- OTHER PROGRAM SERVICESExpenses $71,374
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0406042
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A680)
- Assets (IRS master file)
- $677,180
- Income (IRS master file)
- $1,917,653
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,916,153 | $2,333,509 | $677,180 | XML |
| 990 | December 2023 | $1,009,801 | $896,209 | $983,092 | XML |
| 990 | August 2023 | $2,583,184 | $2,918,320 | $763,507 | XML |
| 990 | August 2022 | $1,987,046 | $1,852,241 | $934,366 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 77-0406042).
Questions about NEW WEST SYMPHONY ASSOCIATION
- What is the EIN of NEW WEST SYMPHONY ASSOCIATION?
- The employer identification number (EIN) of NEW WEST SYMPHONY ASSOCIATION is 77-0406042.
- Is NEW WEST SYMPHONY ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to NEW WEST SYMPHONY ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW WEST 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 NEW WEST SYMPHONY ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW WEST SYMPHONY ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NEW WEST SYMPHONY ASSOCIATION?
- The 990 for the year ended December 31, 2024 names NATALIA STANEVA.
- Who are the officers and directors of NEW WEST SYMPHONY ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $139,998 (NATALIA STANEVA, CEO).
- How much revenue does NEW WEST SYMPHONY ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,916,153, expenses of $2,333,509 and total assets of $677,180 at year end.
Other nonprofits in THOUSAND OAKS
- CABRILLO MUSIC THEATRE INC EIN 77-0115718 · last filed 990 for 2025
- THOUSAND OAKS ALLIANCE FOR THE ARTS EIN 95-4466987 · last filed 990 for 2025
- THOUSAND OAKS CHINESE SCHOOL EIN 77-0431997 · last filed 990 for 2025
- YEVMENKIN FAMILY FOUNDATION INC EIN 99-4571528 · last filed 990-PF for 2025
- CONEJO PLAYERS EIN 95-6111852 · last filed 990 for 2025
- KINGSMEN SHAKESPEARE COMPANY EIN 74-2907782 · last filed 990 for 2024
- CONEJO OAKS SYMPHONY INC EIN 77-0423700 · last filed 990 for 2024
- SPIRITIST EDUCATIONAL SOCIETY EIN 82-3376269 · last filed 990 for 2025
All nonprofits in THOUSAND OAKS · California · Arts, culture and humanities