WARTBURG COMMUNITY SYMPHONY ASSOCIATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WARTBURG COMMUNITY SYMPHONY ASSOCIATION INC (EIN 42-1196367)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2024-11-03
- IRS object ID
- 202443089349200374
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-03T20:25:47-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273513206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sommermeyer PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 Meadow Brook Lane | AddressLine1Txt |
| City | Waverly | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421196367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wartburg Community Symphony Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WART | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3 | AddressLine1Txt |
| City | Waverly | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506770003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC J SOMMERMEYER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5639203450 | PhoneNum |
| Signature | 2024-11-03 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eric J Sommermeyer | PreparerPersonNm |
| PTIN | P00318098 | PTIN |
| Phone | 5639203450 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.wartburg.edu/symphony/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $121,095 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $121,030 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $65 | InvestmentIncomeAmt |
| Total Revenue | $121,095 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $11,000 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $31,135 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $2,168 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $4,985 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $41,106 | OtherExpensesTotalAmt |
| Total Expenses | $90,394 | TotalExpensesAmt |
| Excess Or Deficit For Year | $30,701 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $43,852 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,553 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,852 | BOYAmt |
| EOY | $74,553 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,852 | BOYAmt |
| EOY | $74,553 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,852 | BOYAmt |
| EOY | $74,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | EDUCATION AND ENTERTAINMENT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDING EDUCATION AND ENTERTAINMENT BY REHEARSING FOR AND PRESENTING FOUR ORCHESTRAL MUSIC CONCERTS OF THE HIGHEST QUALITY POSSIBLE TO NORTHEAST IOWA. | DescriptionProgramSrvcAccomTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CHARLES INFELT | ||||
| CO-PRESIDENT | 10.00 | $0 | $0 | $0 |
| JOANNE JONES | ||||
| CO-PRESIDENT | 10.00 | $0 | $0 | $0 |
| LYNNE FRUEHLING | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LINDA MOELLER | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ERIC SOMMERMEYER | ||||
| TREASURER | 5.00 | $0 | $0 | $0 |
| REBECCA NEDERHISER | ||||
| MUSIC DIRECTOR AND CONDUCTOR | 10.00 | $0 | $0 | $0 |
| DEBBE BAKER | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| WILLIAM HAMM | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| SHEILA BENSON | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| KIM FOLKERS | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| BRIAN SIMS | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KATHE SHERER | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| ANNA BEAMSLEY ROGERS | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Sommermeyer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3 | AddressLine1Txt |
| City | Waverly | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506770003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193528419 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,674 | CurrentTaxYearAmt |
| Total | $301,271 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $3,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,356 | CurrentTaxYearAmt |
| Total | $66,188 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,030 | CurrentTaxYearAmt |
| Total | $367,459 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $367,459 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65 | CurrentTaxYearAmt |
| Total | $295 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65 | CurrentTaxYearAmt |
| Total | $295 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,095 | CurrentTaxYearAmt |
| Total | $367,754 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99920 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99900 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | Activity SCHOLARSHIPS Grantee FIVE WARTBURG COLLEGE STUDENTS Street 100 WARTBURG BLVD City, State, Zip Waverly, IA 50677Relationship NONE Amount 11,000Activity SCHOLARSHIP FUND TRANSFER Grantee NE IA COMMUNITY FOUNDATION Street 3117 GREENNHILL CIRCLE City, State, Zip Cedar Falls, IA 50613Relationship NONE |
| Description of other expenses Part I line 16 | Description AmountTECH SUPPORT 8,561DUES AND SUBSCRIPTIONS 100TICKET PROCESSING FEES 2,822ADVERTISING 4,988PROFESSIONAL DUES 364LICENSING FEES/MUSIC RENTAL 6,226INSURANCE 400RECEPTIONS 1,762FUNDRAISING 420MISCELLANEOUS EXPENSE 1,279OUTREACH 3,500CONFERENCES 915SYMPHONY BUDGETARY SUPPORT 9,320SUPPLIES 449 |