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West Valley Symphony Association

Tax-deductible

Surprise, AZ501(c)(3)Since 1968 EIN 23-7041526Revenue $646K in FY2025Latest return filed May 15, 2026

On file with the IRSwestvalleysymphony.orgPo Box 7328, 85374-0105 · Surprise, AZTax-exempt since Oct 1969Publicly supported charity — 170(b)(1)(A)(vi)

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To support a Symphony orchestra in surprise and surrounding areas.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Run by 34 volunteers and 159 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $16K a year · 4% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Plus $1.7M in investments, Pt X · Ln 11–13
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $20K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$646K
+37% vs prior year
Spent
$546K
To programs
98%
Net assets
$2.1M
By yearFY2020–FY2025
Revenue
$646K
FY2025▲ +37%
Tap a bar for its year
Revenue by fiscal year
FY2020$364K
FY2021$239K
FY2022$528K
FY2023$296K
FY2024$473K
FY2025$646K
Expenses
$546K
FY2025-0.4%
Tap a bar for its year
Expenses by fiscal year
FY2020$384K
FY2021$200K
FY2022$398K
FY2023$375K
FY2024$548K
FY2025$546K
Net assets
$2.1M
FY2025▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$1.9M
FY2023$1.9M
FY2024$1.9M
FY2025$2.1M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1969.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $533K Management & general 2% · $13K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Anne Levig
Trustee
$0Pt VII · Sec A
Alyson J Cline
Treasurer/Se
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See West Valley Symphony Association executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds a symphony orchestra in Surprise and surrounding areas.

Questions for West Valley Symphony Association

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Your first name shows with your question. West Valley Symphony Association answers here, for everyone.

1 program · $533K · in their own filed words · FY2024
01

Education in the symphonic and musical arts in surprise and the surrounding areas.

$533Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
The Chicago Community TrustFY2024$10K
Arizona Community FoundationFY2024$10K
Total grants receivedfrom 2 funders$20K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$646K
Ln 12
Gifts and grantsLn 1h$267K
Fees for servicesLn 2g$245K
Investment incomeLn 3$70K
Money outPt IX
$546K
Ln 25
Programscol B$533K
Managementcol C$13K
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$203K
Total assetsLn 16$2.1M
LiabilitiesLn 26$5K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$267K
Noncash giftsLn 1g$3K
Fees for servicesLn 2g$245K
Investment incomeLn 3$70K
Other incomeLn 4–11$65K
Total revenueLn 12$646K
Assets in detailPt X, end of year
CashLn 1$46K
SavingsLn 2$158K
Cash and savings togetherLn 1–2$203K
InvestmentsLn 11–13$1.7M
Other assetsLn 15$194K
Total assetsLn 16$2.1M
LiabilitiesLn 26$5K
Net assetsLn 32$2.1M
OperationsPt I, VI
EmployeesI 5159
VolunteersI 634
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$221K$203K
InvestmentsLn 11–13$1.5M$1.7M
Total assetsLn 16$2.0M$2.1M
LiabilitiesLn 26$18K$5K
Net assetsLn 32$1.9M$2.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$227K$227K
Payroll taxesLn 10$20K$20K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$15K$15K
Investment management feesLn 11f$2K$2K
Advertising and promotionLn 12$41K$41K
Office expensesLn 13$19K$12K$7K
OccupancyLn 16$37K$37K
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$78K$78K
All other expensesLn 24e$96K$96K
Total functional expensesLn 25$546K$533K$13K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 15, 2026 $646K$546K$100K$2.1M 990 PDF
FY2024Filed with the IRS May 9, 2025 $473K$548K−$75K$1.9M 990 PDF
FY2023Filed with the IRS May 10, 2024 $296K$375K−$79K$1.9M 990 PDF
FY2022Filed with the IRS May 11, 2023 $528K$398K$130K$1.9M 990 PDF
FY2021Filed with the IRS May 5, 2022 $239K$200K$40K$1.7M 990 PDF
FY2020Filed with the IRS May 14, 2021 $364K$384K−$20K$1.5M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $646,288 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $109,175$266,506
I-9 Program service revenuePrior year $264,214$245,010
I-10 Investment incomePrior year $99,712$70,113
I-11 Other revenue$64,659
I-12 Total revenuePrior year $473,101$646,288
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $219,490$246,299
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $328,517$299,721
I-18 Total expensesPrior year $548,007$546,020
I-19 Revenue less expensesPrior year −$74,906$100,268
Part VI · Governance 13 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $646,288 across 7 lines filed
Lines not itemized here account for $55 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$266,506
VIII-1g Noncash contributions (included above)$3,245
VIII-1h Total contributions, gifts and grants$266,506
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $244,955$244,955
VIII-3 Investment incomeExcluded from tax $70,113$70,113
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $64,659$64,659
VIII-12 Total revenueRelated to mission $64,659 · Excluded from tax $315,123$646,288
Part IX · Statement of functional expenses $546,020 across 11 lines filed
IX-7 Other salaries and wagesPrograms $226,683$226,683
IX-10 Payroll taxesPrograms $19,616$19,616
IX-11b Legal feesManagement $3,988$3,988
IX-11c Accounting feesPrograms $15,422$15,422
IX-11f Investment management feesManagement $2,316$2,316
IX-12 Advertising and promotionPrograms $40,950$40,950
IX-13 Office expensesPrograms $11,748 · Management $6,898$18,646
IX-16 OccupancyPrograms $37,022$37,022
IX-23 InsurancePrograms $7,226$7,226
IX-24 Other expenses (24a–d)Programs $77,814$77,814
IX-24e All other expensesPrograms $96,337$96,337
IX-25 Total functional expensesPrograms $532,818 · Management $13,202 · Fundraising $0$546,020
Part X · Balance sheet $2,085,142 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $71,118$45,533
X-2 Savings and temporary cash investmentsStart of year $150,274$157,672
X-9 Prepaid expenses and deferred chargesStart of year $1,000$1,000
X-11 Publicly traded securitiesStart of year $1,545,337$1,686,883
X-15 Other assetsStart of year $185,002$194,054
X-16 Total assetsStart of year $1,952,731$2,085,142
X-19 Deferred revenueStart of year $18,000$5,100
X-26 Total liabilitiesStart of year $18,000$5,100
X-27 Net assets without donor restrictionsStart of year $1,748,729$1,919,677
X-28 Net assets with donor restrictionsStart of year $186,002$160,365
X-32 Total net assets or fund balancesStart of year $1,934,731$2,080,042
X-33 Total liabilities and net assetsStart of year $1,952,731$2,085,142
Part XI · Reconciliation of net assets $2,080,042 net assets at year end
XI-1 Total revenue$646,288
XI-2 Total expenses$546,020
XI-3 Revenue less expenses$100,268
XI-4 Net assets at start of year$1,934,731
XI-5 Net unrealized gains (losses) on investments$45,043
XI-10 Net assets at end of year$2,080,042

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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