Form 990 for tax year 2024
Filed by DES MOINES SYMPHONY ASSOCIATION FOUNDATION.
Totals
- Total revenue
- $1,314,296
- Total expenses
- $1,346,736
- Contributions and grants received
- $190,688
- Grants paid
- $1,273,957
- Program service revenue
- $0
- Investment income
- $1,123,608
- Other revenue
- $0
- Total assets, end of year
- $19,994,646
- Total liabilities, end of year
- $307,716
- Net assets or fund balances, end of year
- $19,686,930
- Program services expenses (Part IX)
- $1,273,957
- Management and general expenses
- $72,779
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,273,957
Program services were 94.6% 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.
-
1f · All other contributions, gifts and grants
$190,688
-
3 · Investment income
total $360,876 · excluded $360,876
-
7a · Gross sales of assets other than inventory
securities $6,556,014
-
7b · Less cost or other basis and sales expenses
securities $5,793,282
-
7c · Gain or loss
securities $762,732
-
7d · Net gain or loss
total $762,732 · excluded $762,732
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,273,957 · program services $1,273,957
-
11c · Fees: accounting
total $15,700 · management and general $15,700
-
11f · Fees: investment management
total $53,421 · management and general $53,421
-
12 · Advertising and promotion
total $2,300 · management and general $2,300
-
23 · Insurance
total $990 · management and general $990
-
24a · Other expenses: TRAINING
total $368 · management and general $368
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $369,415 · end of year $323,318
-
3 · Pledges and grants receivable
beginning of year $425,397 · end of year $11,000
-
11 · Investments: publicly traded securities
beginning of year $12,009,294 · end of year $12,721,505
-
15 · Other assets
beginning of year $6,380,944 · end of year $6,938,823
-
17 · Accounts payable and accrued expenses
beginning of year $495,333 · end of year $307,716
-
27 · Net assets without donor restrictions
beginning of year $8,165,863 · end of year $9,028,499
-
28 · Net assets with donor restrictions
beginning of year $10,523,854 · end of year $10,658,431
Mission and programs · 2024
Mission
THE FOUNDATION WAS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO THE DES MOINES SYMPHONY ASSOCIATION TO ALLOW THE ASSOCIATION TO ACHIEVE BOTH IMMEDIATE AND LONG-TERM GOALS. THE FOUNDATION IS INTENDED TO BE A PERMANENT ENDOWMENT FUND THAT WILL SUPPORT THE CONTINUING VIABILITY OF THE ASSOCIATION IN PERPETUITY BY PROVIDING A CONSISTENT, MEANINGFUL, ANNUAL CONTRIBUTION TOWARD THE OPERATIONS OF THE ASSOCIATION.
Activities or mission (Part I)
THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO THE DES MOINES SYMPHONY ASSOCIATION.
-
PROVIDE FINANCIAL SUPPORT TO THE DES MOINES SYMPHONY ASSOCIATION.
Expenses $1,273,957 · Grants $1,273,957
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Amy BeattieAMY BEATTIE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Ashlee ViereggerASHLEE VIEREGGER
VICE PRESIDENT / PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Bradley D SmerageBRADLEY D SMERAGE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Douglas B DornerDOUGLAS B DORNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rachel R McLeanRACHEL R MCLEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stacey HorstSTACEY HORST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angela R SandersANGELA R SANDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca D ShawREBECCA D SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara BeattyBARBARA BEATTY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara G MilesBARBARA G MILES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel C RoyerDANIEL C ROYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert R ShreckROBERT R SHRECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew NishANDREW NISH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard EarlyRICHARD EARLY
EXECUTIVE DIRECTOR
- Total calculated
- $167,062
- From this org
- $0
- From related orgs
- $156,444
- Other
- $10,618
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $154,918 related
- Bonus
- $0 + $1,526 related
- Other
- $0
- Deferred
- $0 + $6,197 related
- Nontaxable benefits
- $0 + $4,421 related
- Filer's total
- $0 + $167,062 related
-
Renee DavenportRENEE DAVENPORT
SECRETARY
- Total calculated
- $60,234
- From this org
- $0
- From related orgs
- $57,678
- Other
- $2,556
- Hours/week
- 1 + 40 related
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
None.
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
-
DES MOINES SYMPHONY ASSOCIATION
$1,273,957
OPERATIONS OF DSMA
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
DES MOINES SYMPHONY ASSOCIATION
501(C)(1) · IA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202641839349300514
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