Valley Symphony Association

Nonprofit profile at a glance

EIN
742023813
IRS 990-EZ coverage
2011–2025
Forms available
Form 990-EZ 2025
Location
Montrose, CO, USA
Phone
9702527471
Rating
54
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$189,721
Expenses
$154,895
Assets
$164,404
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • GLEN JUSTIS (PRESIDENT)
  • CATHERINE HOFFMAN (VICE PRESIDENT)
  • STEPHANIE HELLECKSON (EXECUTIVE DIRECTOR)

People named in this filing

  • TROY RAPER (ORCHESTRA & ARTISTIC DIRECTOR)
  • KATHERINE KRISTOFFERSEN (CHORUS DIRECTOR)
  • GLEN JUSTIS (PRESIDENT)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide musical concerts to communities.

What it reported doing in 2025

Provide concerts to the communities of delta, montrose, and ouray counties. Approximately 2000 attendees.

Operating model

Revenue model
Donor-supported. 67% of the money available for current operations came from contributions and gifts.
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

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 31
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 28.9%; rating input score 29
  • Program expense ratio: 35.4%; rating input score 35

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 18.4%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 1.06; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 49.5%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: -2.5% per year; rating input score 0; 23rd percentile among comparable filings
  • Revenue growth: 10.9% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: 14.6% per year; rating input score 100; 69th percentile among comparable filings

Details

  • Where the money goes: 28.9% of revenue deployed · 35.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $55K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 15 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 5 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 — Financial Efficiency: Mission deployment rate scored 29/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 35/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.