Nonprofit · EIN 84-1035040
LAKEWOOD SYMPHONY ORCHESTRA
Tax-exempt · GOLDEN, CO 80402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $109,524 | $78,776 | $30,748 | $148,260 | – | $148,260 |
| June 30, 2024 | 990-EZ | $105,046 | $65,617 | $39,429 | $117,512 | $0 | $117,512 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $74,012
- Program service revenue
- $33,941
- Investment income
- $2,880
- Net gain from sales of assets
- $212
- Net income from fundraising events
- -$4,841
- Other revenue
- $3,320
Expenses
- Compensation of officers, directors and key employees
- $26,635
- Professional fees and payments to contractors
- $43,243
- Occupancy
- $16,525
- Printing, publications and postage
- $4,663
- Other expenses
- $14,345
- Program services (functional)
- $72,690
Balance sheet and other
- Total assets, start of year
- $117,512
- Total assets, end of year
- $148,260
- Total liabilities, end of year
- –
- Net assets, end of year
- $148,260
- Cash, savings and investments
- $106,225
- Gross receipts
- $126,599
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 |
|---|---|---|---|
| MATTHEW SWITZER | MUSIC DIRECTOR AND PRINCIPAL CONDUCTOR | 10 | $14,800 |
| CHRIS LORING | EXECUTIVE DIRECTOR | 15 | $7,875 |
| NAOMI SMITH | BOARD MEMBER | 5 | $2,560 |
| REBECCA MORITZKY | SECRETARY | 5 | $900 |
| JOEL HILLAN | BOARD MEMBER | 5 | $500 |
| LIANE ROCKLEY | BOARD PRESIDENT | 5 | $0 |
| MARSHA HOLMES | TREASURER | 2 | $0 |
| TAMARA CHRISTOPHER | BOARD MEMBER | 5 | $0 |
| BARBARA MORITZKY | BOARD MEMBER | 5 | $0 |
| CLARKE READER | BOARD MEMBER | 5 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW SWITZER | MUSIC DIRECTOR AND PRINCIPAL CONDUCTOR | 10 | $0 |
| LIANE ROCKLEY | BOARD PRESIDENT | 5 | $0 |
| REBECCA MORITZKY | SECRETARY | 5 | $0 |
| BARBARA MORITZKY | BOARD MEMBER | 5 | $0 |
| TAMARA CHRISTOPHER | BOARD MEMBER | 5 | $0 |
| JAN HELGESON | BOARD MEMBER | 5 | $0 |
| JOEL HILLAN | BOARD MEMBER | 5 | $0 |
| CLARKE READER | BOARD MEMBER | 5 | $0 |
| NAOMI SMITH | BOARD MEMBER | 5 | $0 |
| KATE VAN FLEET | BOARD MEMBER | 5 | $0 |
| GRETCHEN SUTHERLAND | BOARD MEMBER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 16553, GOLDEN, CO 80402-6009
- Signed the 990-EZ
- Liane Rockley, President
- Phone
- (303) 895-5856
- Website
- www.lakewoodsymphony.org
- Return prepared by
- Cornerstone Professional Accountants PC
Mission
LEARN AND PERFORM GREAT MUSIC
Program accomplishments
- TO OFFER COMMUNITY MUSICIANS AN OPPORTUNITY TO LEARN AND PERFORM GREAT MUSIC WHILE PROVIDING THE PUBLIC WITHA LOCAL, EASILY ACCESSIBLE, AFFORDABLE, QUALITY MUSICAL EXPERIENCE.Expenses $72,690
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
- 84-1035040
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $148,260
- Income (IRS master file)
- $126,599
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $109,524 | $78,776 | $148,260 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-EZ | June 2024 | $105,046 | $65,617 | $117,512 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 84-1035040).
Questions about LAKEWOOD SYMPHONY ORCHESTRA
- What is the EIN of LAKEWOOD SYMPHONY ORCHESTRA?
- The employer identification number (EIN) of LAKEWOOD SYMPHONY ORCHESTRA is 84-1035040.
- Is LAKEWOOD SYMPHONY ORCHESTRA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to LAKEWOOD SYMPHONY ORCHESTRA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKEWOOD SYMPHONY ORCHESTRA 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 LAKEWOOD SYMPHONY ORCHESTRA 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 LAKEWOOD SYMPHONY ORCHESTRA 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 LAKEWOOD SYMPHONY ORCHESTRA?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 5 received compensation from the organization, the highest $14,800 (MATTHEW SWITZER, MUSIC DIRECTOR AND PRINCIPAL CONDUCTOR).
- How much revenue does LAKEWOOD SYMPHONY ORCHESTRA have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $109,524, expenses of $78,776 and total assets of $148,260 at year end.
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