North Valley Symphony Orchestra
Nonprofit profile at a glance
- EIN
- 455627575
- IRS 990-EZ coverage
- 2017–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2015
- Location
- Phoenix, AZ, USA
- Phone
- 6239804628
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Symphony Orchestras
Reported finances
- Revenue
- $141,242
- Expenses
- $119,639
- Assets
- $150,610
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- Tracy Petersen (PRESIDENT)
- Cindy Kozacek (VICE PRESIDENT)
People named in this filing
- Tracy Petersen (PRESIDENT)
- Adrienne Kozacek (TREASURER)
- Nora Welsh (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See attached statement
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 64
- Transparency & Controls: 82
- Sustainability: 61
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 60.2%; rating input score 60
- Program expense ratio: 71.1%; rating input score 71
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 15.3%; rating input score 67; 67th percentile among comparable filings
- Total-asset coverage ratio: 1.26; rating input score 67; 67th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 31.9%; rating input score 10; 10th percentile among comparable filings
Growth
- Program expense growth: 12.2% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 7.4% per year; rating input score 100; 58th percentile among comparable filings
- Asset growth: 9.7% per year; rating input score 100; 60th percentile among comparable filings
Details
- Where the money goes: 60.2% of revenue deployed · 71.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $85K in reported program spending
- Leadership: top reported pay $0 · 20 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 7 filing years from 2017 to 2024
- Contacts: How to reach this organization
- Money network: 9 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Officer compensation ratio scored 10/100.