Nonprofit · EIN 95-6096748
WHITTIER REGIONAL SYMPHONY
Tax-exempt · WHITTIER, CA 90601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $165,176 | $151,598 | $13,578 | $628,673 | $2,697 | $625,976 |
| June 30, 2024 | 990 | $139,225 | $125,496 | $13,729 | $612,624 | $2,697 | $609,927 |
| June 30, 2023 | 990 | $63,919 | $163,752 | -$99,833 | $584,078 | $4,382 | $579,696 |
| June 30, 2022 | 990 | $93,268 | $78,540 | $14,728 | $682,964 | $50 | $682,914 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $93,289
- of which government grants
- $4,500
- Membership dues
- $150
- Program service revenue
- $10,108
- Investment income
- $61,779
- Net gain from sales of assets
- $47,267
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,000
- Other salaries and wages
- $40,960
- Salaries, compensation and benefits (total)
- $43,991
- Professional fundraising fees
- $0
- Accounting fees
- $2,100
- Occupancy
- $3,120
- Program services (functional)
- $130,068
- Management and general (functional)
- $21,530
Balance sheet and other
- Total assets, start of year
- $612,624
- Total assets, end of year
- $628,673
- Total liabilities, end of year
- $2,697
- Net assets, end of year
- $625,976
- Publicly traded securities
- $605,808
- Net assets without donor restrictions
- $20,168
- Net assets with donor restrictions
- $605,808
- Gross unrelated business income
- $1,200
- Gross receipts
- $263,314
- Employees
- 3
- Volunteers
- 10
- Year formed
- 1957
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN MEISTER | BOARD MEMBER Trustee or director | 2 | $0 |
| MARIA ELENA ALVAREZ | SECRETARY Trustee or director, Officer | 2 | $0 |
| ELIZABETH LAURITSEN | BOARD MEMBER Trustee or director | 2 | $0 |
| MAGGIE MOE | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| AGNES SZEKELY SCHWARTZ | BOARD MEMBER Trustee or director | 2 | $0 |
| DR CHARLOTTE G BORST | PRESIDENT Trustee or director, Officer | 2 | $0 |
| LOUISE DIRIAN | TREASURER Trustee or director, Officer | 2 | $0 |
| LAURA STONE | BOARD MEMBER Trustee or director | 2 | $0 |
| FAY WEBER | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN MEISTER | BOARD MEMBER Trustee or director | 2 | $0 |
| MARIA ELENA ALVAREZ | SECRETARY Trustee or director, Officer | 2 | $0 |
| ELIZABETH LAURITSEN | BOARD MEMBER Trustee or director | 2 | $0 |
| MAGGIE MOE | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| AGNES SZEKELY SCHWARTZ | BOARD MEMBER Trustee or director | 2 | $0 |
| DR CHARLOTTE G BORST | PRESIDENT Trustee or director, Officer | 2 | $0 |
| FRED ZERMENO | PAST PRESIDE Trustee or director, Officer | 2 | $0 |
| LOUISE DIRIAN | TREASURER Trustee or director, Officer | 2 | $0 |
| LAURA STONE | BOARD MEMBER Trustee or director | 2 | $0 |
| MAURICE MEYSENBURG | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN MEISTER EVERETT | DIRECTOR Trustee or director | 2 | $0 |
| MARIA ELENA ALVAREZ | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH LAURITSEN | DIRECTOR Trustee or director | 2 | $0 |
| MAGGIE MOE | SECRETARY Trustee or director, Officer | 2 | $0 |
| AGNES SZEKELY SCHWARTZ | BOARD MEMBER Trustee or director | 2 | $0 |
| DR CHARLOTTE G BORST | PARLIAMENTAR Trustee or director | 2 | $0 |
| FRED ZERMENO | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JOHN MARIN | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| LEIGHTON ANDERSON | BOARD MEMBER Trustee or director | 2 | $0 |
| SANDRA MOLINA | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2022: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN MEISTER EVERETT | DIRECTOR Trustee or director | 2 | $0 |
| LEIGHTON ANDERSON | DIRECTOR Trustee or director | 2 | $0 |
| DOROTHY CARRAS | DIRECTOR Trustee or director | 2 | $0 |
| FRED ZERMENO | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARIA ELENA ALVAREZ | DIRECTOR Trustee or director | 2 | $0 |
| MADELINE SHAPIRO | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| CHARLOTTE BORST | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH LAURITSEN | DIRECTOR Trustee or director | 2 | $0 |
| MAGGIE MOE | SECRETARY Trustee or director, Officer | 2 | $0 |
| SANDRA MOLINA | DIRECTOR Trustee or director | 2 | $0 |
| AGNES SZEKELY SCHWARTZ | ORCHESTRA RE Trustee or director | 2 | $0 |
| NICK TEEL | TREASURER Trustee or director, Officer | 2 | $0 |
| JOHN MARIN | PAST PRESIDE Trustee or director | 2 | $0 |
| TIM SCHNEIDER | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1322 BAILEY ST 208, WHITTIER, CA 90601-0000
- In care of
- % WHITTIER REGIONAL SYMPHONY
- Principal officer (990 for 2024)
- DR CHARLOTTE G BORST, PO BOX 495, WHITTIER, CA 90608
- Signed the 990
- LOUISE DIRIAN, TREASURER
- Phone
- (562) 698-8626
- Return prepared by
- MILLER GIANGRANDE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6096748 or by the name WHITTIER REGIONAL SYMPHONY.
- 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 MISSION OF THE WHITTIER REGIONAL SYMPHONY IS TO ENRICH THE CULTURAL LIFE OF THE COMMUNITY IT SERVES THROUGH ADMISSION-FREE CONCERTS, TO EXPAND THE MUSICAL KNOWLEDGE OF YOUTH AND ADULTS, AND TO PROVIDE AN OUTLET FOR THE TALENTS OF MUSICIANS IN THE GREATER SOUTHERN CALIFORNIA AREA THROUGH THE PERFORMANCE OF SYMPHONIC MUSIC.
Program accomplishments
- THE ASSOCIATION OFFERS FOUR PROGRAMS PER YEAR OF SYMPHONIC MUSIC TO THE GENERAL POPULATION FREE OF CHARGE. IN ADDITION THE ASSOCIATION HAS A CHILDREN'S CONCERT PROGRAM TO INTRODUCE LOCAL SCHOOL CHILDREN TO MUSIC APPRECIATION, AS WELL AS PROGRAMS SUPPORTING INSTRUMENTAL MUSIC EDUCATION IN THE SCHOOLS. THE ASSOCIATION ALSO CONDUCTS AN ANNUAL YOUNG ARTIST COMPETITION WHICH PROVIDES SCHOLARSHIPS TO TOP PERFORMERS. YOUNG ARTIST COMPETITION WINNERS ARE INVITED BACK TO PERFORM AS SOLOISTS WITH THE SYMPHONY.Expenses $130,068 · grants $3,000 · revenue $10,108
- THE ASSOCIATION OFFERS FOUR PROGRAMS PER YEAR OF SYMPHONIC MUSIC TO THE GENERAL POPULATION FREE OF CHARGE. IN ADDITION THE ASSOCIATION HAS A CHILDREN'S CONCERT PROGRAM TO INTRODUCE LOCAL SCHOOL CHILDREN TO MUSIC APPRECIATION, AS WELL AS PROGRAMS SUPPORTING INSTRUMENTAL MUSIC EDUCATION IN THE SCHOOLS. THE ASSOCIATION ALSO CONDUCTS AN ANNUAL YOUNG ARTIST COMPETITION WHICH PROVIDES SCHOLARSHIPS TO TOP PERFORMERS. YOUNG ARTIST COMPETITION WINNERS ARE INVITED BACK TO PERFORM AS SOLOISTS WITH THE SYMPHONY.
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
- 95-6096748
- 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
- 1960
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $628,673
- Income (IRS master file)
- $263,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $165,176 | $151,598 | $628,673 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $139,225 | $125,496 | $612,624 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $63,919 | $163,752 | $584,078 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $93,268 | $78,540 | $682,964 | XML |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 95-6096748).
Questions about WHITTIER REGIONAL SYMPHONY
- What is the EIN of WHITTIER REGIONAL SYMPHONY?
- The employer identification number (EIN) of WHITTIER REGIONAL SYMPHONY is 95-6096748.
- Is WHITTIER REGIONAL SYMPHONY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to WHITTIER REGIONAL SYMPHONY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHITTIER REGIONAL SYMPHONY 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 WHITTIER REGIONAL SYMPHONY 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 WHITTIER REGIONAL SYMPHONY 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 WHITTIER REGIONAL SYMPHONY?
- The 990 for the year ended June 30, 2025 names DR CHARLOTTE G BORST.
- Who are the officers and directors of WHITTIER REGIONAL SYMPHONY?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does WHITTIER REGIONAL SYMPHONY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $165,176, expenses of $151,598 and total assets of $628,673 at year end.
Other nonprofits in WHITTIER
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- PIH HEALTH PHYSICIANS EIN 95-3942828 · last filed 990 for 2025
- SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES EIN 95-0948050 · last filed 990 for 2025
- WHITTIER COLLEGE EIN 95-1644048 · last filed 990 for 2025
- THE WHOLE CHILD-MENTAL HEALTH & HOUSING SERVICES EIN 95-2031148 · last filed 990 for 2025
- PIH HEALTH INC EIN 95-3619388 · last filed 990 for 2025
- HELPLINE YOUTH COUNSELING INC EIN 23-7113824 · last filed 990 for 2025
- BOYS & GIRLS CLUB OF WHITTIER INC EIN 95-6151763 · last filed 990 for 2025