Form 990 for tax year 2024
Filed by ORCAS ISLAND CHAMBER MUSIC FESTIVAL.
Totals
- Total revenue
- $721,453
- Total expenses
- $1,048,909
- Contributions and grants received
- $599,440
- Grants paid
- $2,000
- Program service revenue
- $75,199
- Investment income
- $46,064
- Other revenue
- $750
- Total assets, end of year
- $4,344,738
- Total liabilities, end of year
- $1,869
- Net assets or fund balances, end of year
- $4,342,869
- Program services expenses (Part IX)
- $861,549
- Management and general expenses
- $135,162
- Fundraising expenses
- $52,198
- Program service expenses (Part III)
- $861,549
Program services were 82.1% 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.
-
1c · Fundraising events
$1,234
-
1f · All other contributions, gifts and grants
$598,206
-
1g · Noncash contributions included above
$6,254
-
2a · Program service revenue: Administrative Income
total $1,250 · related or exempt $1,250
-
2b · Program service revenue: Festival Ticket Sales
total $73,949 · related or exempt $73,949
-
3 · Investment income
total $42,737 · excluded $42,737
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $3,327
-
7c · Gain or loss
securities $3,327
-
7d · Net gain or loss
total $3,327 · excluded $3,327
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$6,962
-
10b · Cost of goods sold
$6,729
-
10c · Net income from sales of inventory
total $233 · excluded $233
-
11a · Other revenue: Other
total $517 · excluded $517
-
11e · Other revenue, total
$517
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $2,000 · program services $2,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $76,898 · program services $49,984 · management and general $7,690 · fundraising $19,224
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $285,205 · program services $257,011 · management and general $15,378 · fundraising $12,816
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $30,624 · program services $25,975 · management and general $1,959 · fundraising $2,690
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $18,209 · management and general $18,209
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $26,283 · management and general $26,283
-
11g · Fees: other
total $294,986 · program services $269,513 · management and general $21,748 · fundraising $3,725
-
12 · Advertising and promotion
total $55,324 · program services $54,990 · management and general $334
-
13 · Office expenses
total $34,795 · program services $18,291 · management and general $9,487 · fundraising $7,017
-
14 · Information technology
total $5,564 · management and general $4,176 · fundraising $1,388
-
15 · Royalties
total $1,065 · program services $1,065
-
16 · Occupancy
total $82,880 · program services $67,680 · management and general $15,000 · fundraising $200
-
17 · Travel
total $36,178 · program services $33,358 · management and general $1,447 · fundraising $1,373
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $9,291 · program services $233 · management and general $9,058
-
24a · Other expenses: Food & Catering
total $32,524 · program services $27,158 · management and general $2,169 · fundraising $3,197
-
24b · Other expenses: Artist Lodging & Meals
total $30,714 · program services $30,714
-
24c · Other expenses: Equipment Rental & Supplies
total $17,487 · program services $17,105 · management and general $382
-
24d · Other expenses: Box Office Sale Fee
total $5,981 · program services $5,981
-
24e · All other expenses
total $2,901 · program services $491 · management and general $1,842 · fundraising $568
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $43,724 · end of year $18,330
-
2 · Savings and temporary cash investments
beginning of year $820,501 · end of year $696,695
-
3 · Pledges and grants receivable
beginning of year $170 · end of year $5,388
-
4 · Accounts receivable
beginning of year $500 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $11,932 · end of year $11,878
-
9 · Prepaid expenses and deferred charges
beginning of year $927 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$65,082
-
10b · Land, buildings and equipment: accumulated depreciation
$65,082
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $3,533,131 · end of year $3,612,447
-
17 · Accounts payable and accrued expenses
beginning of year $9,788
-
25 · Other liabilities
beginning of year $3,245 · end of year $1,869
-
27 · Net assets without donor restrictions
beginning of year $3,051,521 · end of year $1,380,557
-
28 · Net assets with donor restrictions
beginning of year $1,346,331 · end of year $2,962,312
Mission and programs · 2024
Mission
To present an annual Chamber Music Festival dedicated to the highest standards of musical excellence, brought to life through visionary, creative, inclusive, and innovative programming, and through Festival-related events during the year. To assure the Festivals long-term sustainability and its strong tradition of volunteer participation and community support. To participate in the preservation of exceptional examples of chamber music performance. To share stimulating musical insights and experiences with all amidst the natural beauty of Orcas Island, creating Classical Music with a View.
-
Other Program Services: community outreach, additional concerts/live-streams during the year.
Expenses $453,907 · Revenue $10,444
-
Festival: Annual main Festival in August. Includes 10 main stage concerts, 5 live-streams, Children's Concert, pre-concert talks, merchandise sales.
Expenses $336,226 · Grants $2,000 · Revenue $64,755
-
Recording projects, as per our mission statement: "to participate in the preservation of exceptional examples of chamber music performance."
Expenses $71,220
-
Music Education: Musicians-in-Residence working with all Orcas Island schools from pre-school through grade 12 plus community outreach opportunities including other islands.
Expenses $196 · Grants $2,000
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Anita Orne
Executive Dir.
- Total calculated
- $73,136
- From this org
- $73,136
- From related orgs
- $0
- Other
- $0
- Hours/week
- 27
-
Lisa Bergman
President
- Total calculated
- $0
- Hours/week
- 8
-
Jack Groban
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Marsha Waunch
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Carl de Boor
Treasurer
- Total calculated
- $0
- Hours/week
- 8
-
Micki Ryan
Director
- Total calculated
- $0
- Hours/week
- 2
-
Roger Sherman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Henigson
Director
- Total calculated
- $0
- Hours/week
- 2
-
Robert Volk
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mimi Sommerville
Director
- Total calculated
- $0
- Hours/week
- 1
-
Catherine Pederson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Eric Ewing
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jenny Pederson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bruce Redman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Stu Rolfe
Director
- Total calculated
- $0
- Hours/week
- 1
-
DJ Wilson
Director
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 September 2026
- IRS schema version
- 2024v5.2
- Source object
- 202602589349302790
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