Music from Bear Valley

Tax-deductible

Bear Valley, CA501(c)(3)Arts & CultureEIN 23-7083360Revenue $1.3M in FY2025

On file with the IRSbearvalleymusicfestival.orgPo Box 5068, 95223-5068 · Bear Valley, CATax-exempt since Mar 1971Publicly supported — 509(a)(2)

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Promoting musical concerts for general public benefit, the main benefit being "Music from Bear Valley" held annually in Bear Valley, ca., with approximately 7,000 people attending.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Run by 16 volunteers and 3 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
5 of 6
filings with a surplus
Average surplus $189K a year · 26% of revenue · last 6 filings
Fine: a surplus in 5 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
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $64K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$15K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
+120% vs prior year
Spent
$784K
To programs
98%
Net assets
$1.8M
By yearFY2020–FY2025
Revenue
$1.3M
FY2025▲ +120%
Tap a bar for its year
Revenue by fiscal year
FY2020$148K
FY2021$516K
FY2022$649K
FY2023$1.1M
FY2024$580K
FY2025$1.3M
Expenses
$784K
FY2025▲ +21%
Tap a bar for its year
Expenses by fiscal year
FY2020$107K
FY2021$382K
FY2022$608K
FY2023$634K
FY2024$647K
FY2025$784K
Net assets
$1.8M
FY2025▲ +48%
Tap a bar for its year
Net assets by fiscal year
FY2020$491K
FY2021$690K
FY2022$603K
FY2023$1.2M
FY2024$1.2M
FY2025$1.8M

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1971.

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% · $769K Management & general 2% · $14K

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

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Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Music from Bear Valley executive salaries →

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Presents annual public music concerts in Bear Valley, California.

Questions for Music from Bear Valley

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Provided by the organization

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1 program · $769K · in their own filed words · FY2024
01

Promoting musical concerts for general public benefit, the main benefit being "music from bear valley" held annually in bear valley, ca., with apporximately 7,000 people attending.

$769Kprogram 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
See all 3 funders →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$846K
Fees for servicesLn 2g$221K
Other incomeLn 4–11$169K
Money outPt IX
$784K
Ln 25
Programscol B$769K
Managementcol C$14K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$123K
Total assetsLn 16$1.8M
LiabilitiesLn 26$15K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$846K
Fees for servicesLn 2g$221K
Investment incomeLn 3$41K
Other incomeLn 4–11$169K
Gains on assetsLn 7$0
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$123K
SavingsLn 2$414
Cash and savings togetherLn 1–2$123K
InvestmentsLn 11–13$1.7M
Land, buildings, equipmentLn 10c$34K
Other assetsLn 15$0
Total assetsLn 16$1.8M
LiabilitiesLn 26$15K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 53
VolunteersI 616
Fiscal year endsHeaderSeptember
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$68K$123K
InvestmentsLn 11–13$1.1M$1.7M
Land, buildings, equipmentLn 10c$47K$34K
Total assetsLn 16$1.3M$1.8M
LiabilitiesLn 26$18K$15K
Net assetsLn 32$1.2M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$231K$231K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$23K$23K
Management feesLn 11a$0
Legal feesLn 11b$50$50
Accounting feesLn 11c$5K$5K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$25K$25K
Office expensesLn 13$8K$8K
Information technologyLn 14$2K$2K
RoyaltiesLn 15$0
OccupancyLn 16$9K$9K
TravelLn 17$3K$3K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$15K$15K
InsuranceLn 23$14K$14K
Other expenses (24a–d)Ln 24$404K$404K
All other expensesLn 24e$46K$46K
Total functional expensesLn 25$784K$769K$14K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.3M$784K$493K$1.8M 990 PDF
FY2024 $580K$647K−$67K$1.2M 990 PDF
FY2023 $1.1M$634K$494K$1.2M 990 PDF
FY2022 $649K$608K$41K$603K 990 PDF
FY2021 $516K$382K$134K$690K 990 PDF
FY2020 $148K$107K$41K$491K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $1,276,983 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $305,781$845,815
I-9 Program service revenuePrior year $185,897$220,918
I-10 Investment incomePrior year $26,263$41,426
I-11 Other revenuePrior year $62,195$168,824
I-12 Total revenuePrior year $580,136$1,276,983
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $206,854$253,824
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $440,280$530,135
I-18 Total expensesPrior year $647,134$783,959
I-19 Revenue less expensesPrior year −$66,998$493,024
Part VI · Governance 16 of 16 board members independent, 5 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsYes
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
Part VIII · Statement of revenue $1,276,983 across 10 lines filed
VIII-1f All other contributions, gifts and grants$845,815
VIII-1h Total contributions, gifts and grants$845,815
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $220,918$220,918
VIII-3 Investment incomeRelated to mission $41,426$41,426
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $156,724$156,724
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $12,100$12,100
VIII-12 Total revenueRelated to mission $262,344 · Excluded from tax $168,824$1,276,983
Part IX · Statement of functional expenses $783,959 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $230,616$230,616
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $23,208$23,208
IX-11a Management fees$0
IX-11b Legal feesManagement $50$50
IX-11c Accounting feesManagement $4,884$4,884
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $24,548$24,548
IX-13 Office expensesManagement $7,527$7,527
IX-14 Information technologyManagement $2,000$2,000
IX-15 Royalties$0
IX-16 OccupancyPrograms $9,242$9,242
IX-17 TravelPrograms $2,596$2,596
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $14,912$14,912
IX-23 InsurancePrograms $13,825$13,825
IX-24 Other expenses (24a–d)Programs $404,086$404,086
IX-24e All other expensesPrograms $46,465$46,465
IX-25 Total functional expensesPrograms $769,498 · Management $14,461 · Fundraising $0$783,959
Part X · Balance sheet $1,841,216 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $67,412$122,541
X-2 Savings and temporary cash investmentsStart of year $413$414
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$1,500
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$47
X-10c Land, buildings and equipment, netStart of year $47,055$33,930
X-11 Publicly traded securitiesStart of year $1,136,189$1,682,784
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $1,251,069$1,841,216
X-17 Accounts payable and accrued expensesStart of year $15,635$10,231
X-25 Other liabilitiesStart of year $2,161$4,273
X-26 Total liabilitiesStart of year $17,796$14,504
X-27 Net assets without donor restrictionsStart of year $1,233,273$1,801,712
X-28 Net assets with donor restrictions$25,000
X-32 Total net assets or fund balancesStart of year $1,233,273$1,826,712
X-33 Total liabilities and net assetsStart of year $1,251,069$1,841,216
Part XI · Reconciliation of net assets $1,826,712 net assets at year end
XI-1 Total revenue$1,276,983
XI-2 Total expenses$783,959
XI-3 Revenue less expenses$493,024
XI-4 Net assets at start of year$1,233,273
XI-5 Net unrealized gains (losses) on investments$100,415
XI-10 Net assets at end of year$1,826,712

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

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