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← LAKE WASHINGTON SYMPHONY ORCHESTRA

Form 990 for tax year 2023

Filed by LAKE WASHINGTON SYMPHONY ORCHESTRA.

Totals

Total revenue
$253,894
Total expenses
$506,785
Contributions and grants received
$172,550
Grants paid
$0
Program service revenue
$20,004
Investment income
$61,340
Other revenue
$0
Total assets, end of year
$562,902
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$562,902
Program services expenses (Part IX)
$477,271
Management and general expenses
$29,514
Fundraising expenses
$0
Program service expenses (Part III)
$477,271

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $18,000

  • 1f · All other contributions, gifts and grants

    $154,550

  • 2a · Program service revenue: CONCERTS

    total $20,004 · related or exempt $20,004

  • 3 · Investment income

    total $61,340 · related or exempt $61,340

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $41,540 · program services $41,540

  • 7 · Other salaries and wages

    total $276,462 · program services $276,462

  • 10 · Payroll taxes

    total $25,125 · program services $25,125

  • 11c · Fees: accounting

    total $5,800 · management and general $5,800

  • 12 · Advertising and promotion

    total $13,193 · program services $11,762 · management and general $1,431

  • 13 · Office expenses

    total $2,058 · management and general $2,058

  • 14 · Information technology

    total $10,247 · program services $10,247

  • 16 · Occupancy

    total $7,517 · management and general $7,517

  • 23 · Insurance

    total $5,616 · management and general $5,616

  • 24a · Other expenses: CONCERT EXP

    total $109,266 · program services $109,266

  • 24b · Other expenses: DEVELOPMENT

    total $1,677 · program services $1,677

  • 24c · Other expenses: MEMBERSHIPS

    total $7,092 · management and general $7,092

  • 24d · Other expenses: PAYROLL SERVICE

    total $1,192 · program services $1,192

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,925 · end of year $114,172

  • 11 · Investments: publicly traded securities

    beginning of year $823,023 · end of year $448,730

  • 24 · Unsecured notes and loans payable

    beginning of year $17,155

  • 27 · Net assets without donor restrictions

    beginning of year $815,793 · end of year $562,902

Mission and programs · 2023

Mission

THE LAKE WASHINGTON SYMPHONY ORCHESTRA SEEKS TO INTEGRATE LIVE PROFESSIONAL SYMPHONIC MUSIC INTO THE LAKE WASHINGTON COMMUNITIES AND BEYOND. OUR GOAL IS TO PERFORM FIVE OR SIX CONCERTS PER YEAR.

Activities or mission (Part I)

THE LAKE WASHINGTON SYMPHONY ORCHESTRA SEEKS TO INTEGRATE LIVE PROFESSIONAL SYMPHONIC MUSIC INTO THE LAKE WASHINGTON COMMUNITIES AND BEYOND.

  • Held 21 concerts and public rehearsals. Attendance at all events was

    Expenses $477,271 · Revenue $20,004

As filed on the 2023 return.

Listed in Part VII

  • Mary Kantor

    PRESIDENT

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $5,000
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $5,000

  • Martha Garrett

    VICE PRESIDENT

    Total calculated
    $1,985
    From this org
    $1,985
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $1,985
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $1,985

  • Carolyn Wyman

    SECRETARY

    Total calculated
    $1,760
    From this org
    $1,760
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $1,760
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $1,760

  • Elaine Walters

    TREASURER

    Total calculated
    $10,752
    From this org
    $10,752
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $10,752
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $10,752

  • Deb McClellan

    MUSIC LIBRARY

    Total calculated
    $5,063
    From this org
    $5,063
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $5,063
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $5,063

  • Neil Bacon

    BOARD

    Total calculated
    $2,450
    From this org
    $2,450
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $2,450
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $2,450

  • Stephen Rose

    MKT CONSULT

    Total calculated
    $14,000
    From this org
    $14,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $14,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $14,000

  • Merle Harris

    RETIRED TREA

    Total calculated
    $530
    From this org
    $530
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $530
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $530

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
30 October 2024
IRS schema version
2023v6.0
Source object
202530439349300938

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