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Whittier Regional Symphony FY2020 filing

Tax-deductible

Whittier, CA501(c)(3) EIN 95-6096748Revenue $299K in FY2020Latest return filed Nov 12, 2025

On file with the IRSwhittierregionalsymphony.org1322 Bailey St 208, 90601-0000 · Whittier, CATax-exempt since Mar 1960Publicly supported — 509(a)(2)

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Provide music appreciation and education in the local community.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · 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 $17K a year · 12% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Plus $540K in investments, Pt X · Ln 11–13
Looks good: 6.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $9K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3K
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$299K
Spent
$164K
To programs
88%
Net assets
$631K
By yearFY2020–FY2025
Revenue
$299K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$299K
FY2021$77K
FY2022$93K
FY2023$64K
FY2024$139K
FY2025$165K
Expenses
$164K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$164K
FY2021$55K
FY2022$79K
FY2023$164K
FY2024$125K
FY2025$152K
Net assets
$631K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$631K
FY2021$715K
FY2022$683K
FY2023$580K
FY2024$610K
FY2025$626K

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1960.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $145K Management & general 12% · $20K

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

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Maurice Meysenburg
Past Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Fred Zermeno
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Madeline Shapiro
Vice Preside
$0Pt VII · Sec A
See Whittier Regional Symphony 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

Offers music appreciation and education to the local community.

Questions for Whittier Regional Symphony

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1 program · $138K · in their own filed words · FY2019
01

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.

$138Kprogram 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
Vanguard Charitable Endowment ProgramFY2024$6K
The Robinson FoundationFY2024$2K
Total grants receivedfrom 2 funders$9K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$299K
Ln 12
Gifts and grantsLn 1h$299K
Investment incomeLn 3$10K
Fees for servicesLn 2g$750
Money outPt IX
$164K
Ln 25
Programscol B$145K
Managementcol C$20K
Owns and owesPt X
$631K
net assets · Ln 32
Cash and savingsLn 1–2$93K
Total assetsLn 16$634K
LiabilitiesLn 26$3K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$299K
Government grantsLn 1e$15K
Fees for servicesLn 2g$750
Investment incomeLn 3$10K
Total revenueLn 12$299K
Assets in detailPt X, end of year
CashLn 1$93K
Cash and savings togetherLn 1–2$93K
Prepaid expenses and deferred chargesLn 9$248
InvestmentsLn 11–13$540K
Total assetsLn 16$634K
LiabilitiesLn 26$3K
Net assetsLn 32$631K
OperationsPt I, VI
EmployeesI 53
VolunteersI 655
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$540K$441K$431K$423K$434K
Given inLn 1b$110K$7K$11K$1K$8K
SpentLn 1d–1f$22K$22K$21K$42K$22K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$57K$93K
InvestmentsLn 11–13$441K$540K
Total assetsLn 16$499K$634K
LiabilitiesLn 26$3K$3K
Net assetsLn 32$496K$631K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$3K$3K
Other salaries and wagesLn 7$27K$18K$10K
Payroll taxesLn 10$1K$916$494
Accounting feesLn 11c$2K$1K$735
Office expensesLn 13$6K$4K$2K
Information technologyLn 14$650$422$228
OccupancyLn 16$7K$5K$2K
Depreciation, depletion and amortizationLn 22$582$582
InsuranceLn 23$5K$5K$691
Other expenses (24a–d)Ln 24$89K$89K
All other expensesLn 24e$21K$18K$3K
Total functional expensesLn 25$164K$145K$20K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 12, 2025 $165K$152K$14K$626K 990 PDF
FY2024Filed with the IRS Dec 16, 2024 $139K$125K$14K$610K 990 PDF
FY2023Filed with the IRS Feb 2, 2024 $64K$164K−$100K$580K 990 PDF
FY2022Filed with the IRS Feb 2, 2024 $93K$79K$15K$683K 990 PDF
FY2021Filed with the IRS Dec 10, 2021 $77K$55K$22K$715K 990 PDF
FY2020 ViewingFiled with the IRS Jul 23, 2021 $299K$164K$135K$631K 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 FY2020 990 (6 parts)
Part I · Summary $299,241 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $106,068$299,468
I-9 Program service revenuePrior year $250$750
I-10 Investment incomePrior year $24,824$10,494
I-11 Other revenuePrior year $379−$11,471
I-12 Total revenuePrior year $131,521$299,241
I-13 Grants and similar amounts paidPrior year $2,500$3,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $35,131$28,805
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $122,279$132,352
I-18 Total expensesPrior year $159,910$164,157
I-19 Revenue less expensesPrior year −$28,389$135,084
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $299,241 across 9 lines filed
VIII-1b Membership dues$1,925
VIII-1e Government grants$15,195
VIII-1f All other contributions, gifts and grants$282,348
VIII-1h Total contributions, gifts and grants$299,468
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $750$750
VIII-3 Investment incomeRelated to mission −$6,562 · Excluded from tax $17,056$10,494
VIII-8 Net income from fundraising events−$14,116
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $2,645$2,645
VIII-12 Total revenueRelated to mission −$5,812 · Unrelated business $2,645 · Excluded from tax $17,056$299,241
Part IX · Statement of functional expenses $164,157 across 11 lines filed
IX-2 Grants to domestic individualsPrograms $3,000$3,000
IX-7 Other salaries and wagesPrograms $17,807 · Management $9,588$27,395
IX-10 Payroll taxesPrograms $916 · Management $494$1,410
IX-11c Accounting feesPrograms $1,365 · Management $735$2,100
IX-13 Office expensesPrograms $4,060 · Management $2,185$6,245
IX-14 Information technologyPrograms $422 · Management $228$650
IX-16 OccupancyPrograms $4,601 · Management $2,477$7,078
IX-22 Depreciation, depletion and amortizationPrograms $582$582
IX-23 InsurancePrograms $4,712 · Management $691$5,403
IX-24 Other expenses (24a–d)Programs $89,087$89,087
IX-24e All other expensesPrograms $18,075 · Management $3,132$21,207
IX-25 Total functional expensesPrograms $144,627 · Management $19,530 · Fundraising $0$164,157
Part X · Balance sheet $633,907 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $57,057$93,437
X-9 Prepaid expenses and deferred chargesStart of year $248$248
X-11 Publicly traded securitiesStart of year $440,938$540,222
X-16 Total assetsStart of year $498,825$633,907
X-17 Accounts payable and accrued expensesStart of year $2,740$2,738
X-26 Total liabilitiesStart of year $2,740$2,738
X-27 Net assets without donor restrictionsStart of year $55,147$90,947
X-28 Net assets with donor restrictionsStart of year $440,938$540,222
X-32 Total net assets or fund balancesStart of year $496,085$631,169
X-33 Total liabilities and net assetsStart of year $498,825$633,907
Part XI · Reconciliation of net assets $631,169 net assets at year end
XI-1 Total revenue$299,241
XI-2 Total expenses$164,157
XI-3 Revenue less expenses$135,084
XI-4 Net assets at start of year$496,085
XI-10 Net assets at end of year$631,169

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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