Skip to main content

Nonprofit · EIN 84-1035040

LAKEWOOD SYMPHONY ORCHESTRA

Tax-exempt · GOLDEN, CO 80402

Financials

$105K$66K2023$110K$79K2024
Revenue Expenses · by fiscal year end
Financials of LAKEWOOD SYMPHONY ORCHESTRA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$109,524$78,776$30,748$148,260–$148,260
June 30, 2024990-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.

NameTitleHours / weekCompensation
MATTHEW SWITZERMUSIC DIRECTOR AND PRINCIPAL CONDUCTOR10$14,800
CHRIS LORINGEXECUTIVE DIRECTOR15$7,875
NAOMI SMITHBOARD MEMBER5$2,560
REBECCA MORITZKYSECRETARY5$900
JOEL HILLANBOARD MEMBER5$500
LIANE ROCKLEYBOARD PRESIDENT5$0
MARSHA HOLMESTREASURER2$0
TAMARA CHRISTOPHERBOARD MEMBER5$0
BARBARA MORITZKYBOARD MEMBER5$0
CLARKE READERBOARD MEMBER5$0
990-EZ for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
MATTHEW SWITZERMUSIC DIRECTOR AND PRINCIPAL CONDUCTOR10$0
LIANE ROCKLEYBOARD PRESIDENT5$0
REBECCA MORITZKYSECRETARY5$0
BARBARA MORITZKYBOARD MEMBER5$0
TAMARA CHRISTOPHERBOARD MEMBER5$0
JAN HELGESONBOARD MEMBER5$0
JOEL HILLANBOARD MEMBER5$0
CLARKE READERBOARD MEMBER5$0
NAOMI SMITHBOARD MEMBER5$0
KATE VAN FLEETBOARD MEMBER5$0
GRETCHEN SUTHERLANDBOARD MEMBER5$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
Return prepared by
Cornerstone Professional Accountants PC

Mission

LEARN AND PERFORM GREAT MUSIC

990-EZ for the year ended June 30, 2025

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$109,524$78,776$148,260IRS
990-TJune 2025–––IRS
990-EZJune 2024$105,046$65,617$117,512XML
990-TJune 2024–––IRS
990-EZJune 2023–––IRS
990-TJune 2023–––IRS
990-EZJune 2022–––IRS
990-TJune 2022–––IRS
990-EZJune 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.

Other nonprofits in GOLDEN

All nonprofits in GOLDEN · Colorado