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New West Symphony Association

Tax-deductible

Thousand Oaks, CA501(c)(3)Arts & CultureEIN 77-0406042Revenue $1.9M in FY2024

On file with the IRSnewwestsymphony.org2100 E Thousand Oaks Blvd Ste D, 91362-2914 · Thousand Oaks, CATax-exempt since Jan 1996Publicly supported — 509(a)(2)

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The New West Symphony inspires passion for symphonic music through live performances and education initiatives that engage and enrich our diverse audiences.

501(c)(3) charity; gifts are tax-deductible.
55¢ of each $1 spent went to programs.
Run by 200 volunteers and 188 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $181K a year · 9% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
55%
of spending
Worth a look: 55% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$140K
to officers and key staff · 6% of spending
Top officer’s pay higher than 61% of similar orgs
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $18K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
184% of total assets
Concern: liabilities are 184% of assets; over 80%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+90% vs prior year
Spent
$2.3M
To programs
55%
Net assets
−$572K
By yearFY2020–FY2024
Revenue
$1.9M
FY2024▲ +90%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.6M
FY2022$2.0M
FY2023$2.6M
FY2023$1.0M
FY2024$1.9M
Expenses
$2.3M
FY2024▲ +160%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.0M
FY2021$1.4M
FY2022$1.9M
FY2023$2.9M
FY2023$896K
FY2024$2.3M
Net assets
−$572K
FY2024▼ -270%
Tap a bar for its year
Net assets by fiscal year
FY2020−$454K
FY2021−$73K
FY2022$67K
FY2023−$268K
FY2023−$154K
FY2024−$572K

From the FY2024 Form 990 · 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: FY2024. IRS ruling in Jan 1996.

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

Where the money goes

55 cents of each dollar spent went to programs.

Program services 55% · $1.3M Management & general 38% · $892K Fundraising 7% · $166K

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

8 people listed on the 990; $140K paid to officers and key staff.

Part VII, Section A · reportable compensation
$139,998Pt VII · Sec A
$0Pt VII · Sec A
John Shwope
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Gary Wartik
Secretary
$0Pt VII · Sec A
Erin Pohl
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Natalia Staneva’s $140K as CEO is at the 61st percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2023FY2022
Natalia Staneva$139,998$46,666$139,998$140,248

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See New West Symphony Association 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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II2 listed

Programs and updates

Inspires passion for symphonic music through live performances and educational programs.

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Provided by the organization

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3 programs · $1.2M · in their own filed words · FY2024
01

Founded in 1995, the new west symphony is a top professional orchestra in the region that draws its players from the rich talent pool of professional musicians. With artistic direction led by grammy winner maestro michael christie, the symphony is the resident company of the bank of america performing arts center in thousand oaks and…

$1.0Mprogram expense
02

Laby harmony project of new west symphony uses music training to promote the healthy growth and development of underserved youth. The program provides high quality tuition-free music instruction to children in grades k-12, currently serving over 160 students in the city of ventura year- round.

$186Kprogram expense
03

Symphonic adventures, the symphony's flagship education program, is a live, interactive concert for elementary school students, their chaperones and parents. This program provides over 5,000 students with their first opportunity to hear classical music.

$7Kprogram 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 · FY2025
Cassar Family FoundationFY2025$15K
Whw Family FoundationFY2025$3K
Total grants receivedfrom 2 funders$18K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.3M
Fees for servicesLn 2g$533K
Other incomeLn 4–11$41K
Money outPt IX
$2.3M
Ln 25
Programscol B$1.3M
Managementcol C$892K
Fundraisingcol D$166K
Owns and owesPt X
−$572K
net assets · Ln 32
Cash and savingsLn 1–2$41K
Total assetsLn 16$677K
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$30K
Noncash giftsLn 1g$87K
Fees for servicesLn 2g$533K
Investment incomeLn 3$29K
Other incomeLn 4–11$41K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$41K
Cash and savings togetherLn 1–2$41K
Land, buildings, equipmentLn 10c$24K
Other assetsLn 15$481K
Total assetsLn 16$677K
LiabilitiesLn 26$1.2M
Net assetsLn 32−$572K
OperationsPt I, VI
EmployeesI 5188
VolunteersI 6200
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$296K$41K
Land, buildings, equipmentLn 10c$4K$24K
Total assetsLn 16$983K$677K
LiabilitiesLn 26$1.1M$1.2M
Net assetsLn 32−$154K−$572K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.1M$735K$173K$153K
Pension plan contributionsLn 8$45K$45K
Payroll taxesLn 10$85K$47K$25K$12K
Legal feesLn 11b$10K$10K
Other fees for servicesLn 11g$61K$61K
Advertising and promotionLn 12$208K$208K
Office expensesLn 13$23K$23K
Information technologyLn 14$18K$18K
OccupancyLn 16$102K$78K$24K
TravelLn 17$54K$37K$17K
InterestLn 20$43K$43K
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$64K$64K
Other expenses (24a–d)Ln 24$448K$240K$208K
All other expensesLn 24e$109K$91K$18K
Total functional expensesLn 25$2.3M$1.3M$892K$166K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.9M$2.3M−$417K−$572K 990 PDF
FY2023 $2.6M$2.9M−$335K−$268K 990 PDF
FY2022 $2.0M$1.9M$135K$67K 990 PDF
FY2021 $1.6M$1.4M$281K−$73K 990 PDF
FY2020 $1.4M$2.0M−$567K−$454K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,916,153 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $764,819$1,313,513
I-9 Program service revenuePrior year $229,900$533,386
I-10 Investment incomePrior year −$496$28,627
I-11 Other revenuePrior year $15,578$40,627
I-12 Total revenuePrior year $1,009,801$1,916,153
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $541,671$1,191,056
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $354,538$1,142,453
I-18 Total expensesPrior year $896,209$2,333,509
I-19 Revenue less expensesPrior year $113,592−$417,356
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,916,153 across 9 lines filed
VIII-1e Government grants$30,000
VIII-1f All other contributions, gifts and grants$1,283,513
VIII-1g Noncash contributions (included above)$87,448
VIII-1h Total contributions, gifts and grants$1,313,513
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $533,386$533,386
VIII-3 Investment incomeRelated to mission $28,627$28,627
VIII-8 Net income from fundraising events$39,486
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,141$1,141
VIII-12 Total revenueRelated to mission $563,154$1,916,153
Part IX · Statement of functional expenses $2,333,509 across 15 lines filed
IX-7 Other salaries and wagesPrograms $734,679 · Management $173,356 · Fundraising $153,365$1,061,400
IX-8 Pension plan contributionsPrograms $44,522$44,522
IX-10 Payroll taxesPrograms $47,498 · Management $25,367 · Fundraising $12,269$85,134
IX-11b Legal feesManagement $9,751$9,751
IX-11g Other fees for servicesManagement $61,425$61,425
IX-12 Advertising and promotionManagement $207,790$207,790
IX-13 Office expensesManagement $23,089$23,089
IX-14 Information technologyManagement $18,467$18,467
IX-16 OccupancyPrograms $77,673 · Management $24,004$101,677
IX-17 TravelPrograms $37,045 · Management $16,567$53,612
IX-20 InterestManagement $42,697$42,697
IX-22 Depreciation, depletion and amortizationPrograms $3,672$3,672
IX-23 InsuranceManagement $63,935$63,935
IX-24 Other expenses (24a–d)Programs $239,918 · Management $207,784$447,702
IX-24e All other expensesPrograms $90,893 · Management $17,743$108,636
IX-25 Total functional expensesPrograms $1,275,900 · Management $891,975 · Fundraising $165,634$2,333,509
Part X · Balance sheet $677,180 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $296,495$40,903
X-3 Pledges and grants receivableStart of year $231,000$113,150
X-9 Prepaid expenses and deferred chargesStart of year $9,124$18,158
X-10c Land, buildings and equipment, netStart of year $4,396$23,724
X-15 Other assetsStart of year $442,077$481,245
X-16 Total assetsStart of year $983,092$677,180
X-17 Accounts payable and accrued expensesStart of year $238,557$320,027
X-19 Deferred revenueStart of year $270,849$297,527
X-24 Unsecured notes and loans payableStart of year $245,000$200,000
X-26 Total liabilitiesStart of year $1,137,558$1,249,002
X-27 Net assets without donor restrictionsStart of year −$812,716−$643,093
X-28 Net assets with donor restrictionsStart of year $658,250$71,271
X-32 Total net assets or fund balancesStart of year −$154,466−$571,822
X-33 Total liabilities and net assetsStart of year $983,092$677,180
Part XI · Reconciliation of net assets −$571,822 net assets at year end
XI-1 Total revenue$1,916,153
XI-2 Total expenses$2,333,509
XI-3 Revenue less expenses−$417,356
XI-4 Net assets at start of year−$154,466
XI-10 Net assets at end of year−$571,822

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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