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Bakersfield Symphony Orchestra Endowment Foundation

  • Bakersfield, CA
  • Tax-exempt since Aug. 1993
  • EIN: 77-0329309

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$380k (2025)

Expenses
$152k (2025)

Total Assets
$3.1M (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$379,986
Expenses
$151,538
Net Income
$228,448
Net Assets
$3,101,097
Notable Sources of Revenue Percent of Total Revenue
Contributions $204,000
53.7%
Program Services $0
Investment Income $79,976
21.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $96,010
25.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,101,097
Total Liabilities $0
Net Assets $3,101,097
Compensation
Key Employees and Officers Compensation Related Other
James A Bell (President/Ceo) $0 $0 $0
Nancy L Oehler (Secretary/Treasurer) $0 $0 $0
F Neil Walker (Director) $0 $0 $0
Bryan Burrow (Director) $0 $0 $0
Christopher W Hamilton (Director) $0 $0 $0
Rebecca Brooks (Director) $0 $0 $0
Matthew Malerich (Director) $0 $0 $0
W Michael Chertok (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 24, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$191,351
Expenses
$130,226
Net Income
$61,125
Net Assets
$2,725,517
Notable Sources of Revenue Percent of Total Revenue
Contributions $120,000
62.7%
Program Services $0
Investment Income $64,822
33.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,529
3.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,725,517
Total Liabilities $0
Net Assets $2,725,517
Compensation
Key Employees and Officers Compensation Related Other
James A Bell (President) $0 $0 $0
Michael Chertok (Director) $0 $0 $0
Neil Walker (Director) $0 $0 $0
Matthew Malerich (Director) $0 $0 $0
Chris Hamilton (Director) $0 $0 $0
Nancy Oehler (Secretary/Treas) $0 $0 $0
Rebecca Brooks (Director) $0 $0 $0
Bryan Burrow (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,034
Expenses
$147,773
Net Income
-$10,739
Net Assets
$2,432,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $125,009
91.2%
Program Services $0
Investment Income $73,034
53.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$61,009
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,432,101
Total Liabilities $0
Net Assets $2,432,101
Compensation
Key Employees and Officers Compensation Related Other
James A Bell (President) $0 $0 $0
Michael Chertok (Director) $0 $0 $0
Neil Walker (Director) $0 $0 $0
Chris Hamilton (Director) $0 $0 $0
Nancy Oehler (Treasurer) $0 $0 $0
Rebecca Brooks (Director) $0 $0 $0
Bryan Burrow (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$323,035
Expenses
$227,930
Net Income
$95,105
Net Assets
$2,312,205
Notable Sources of Revenue Percent of Total Revenue
Contributions $183,650
56.9%
Program Services $0
Investment Income $67,518
20.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $71,867
22.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,312,205
Total Liabilities $0
Net Assets $2,312,205
Compensation
Key Employees and Officers Compensation Related Other
Neil Walker (Director) $0 $0 $0
Chris Hamilton (Director) $0 $0 $0
Nancy Oehler (Treasurer) $0 $0 $0
Paulette Shires (Director) $0 $0 $0
Rebecca Brooks (Director) $0 $0 $0
Jim Bell (President) $0 $0 $0
Michael Chertok (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,687
Expenses
$74,656
Net Income
$266,031
Net Assets
$2,511,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $125,000
36.7%
Program Services $0
Investment Income $59,564
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $156,108
45.8%
Net Inventory Sales $0
Other Revenue $15
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,511,609
Total Liabilities $0
Net Assets $2,511,609
Compensation
Key Employees and Officers Compensation Related Other
Neil Walker (Secretary) $0 $0 $0
Chris Hamilton (Director) $0 $0 $0
Nancy Oehler (Director) $0 $0 $0
Paulette Shires (Director) $0 $0 $0
Jim Bell (Director) $0 $0 $0
Rebecca Brooks (Director) $0 $0 $0
Jon Stuebbe (President) $0 $0 $0
Michael Chertok (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 2, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$165,088
Expenses
$103,936
Net Income
$61,152
Net Assets
$2,006,968
Notable Sources of Revenue Percent of Total Revenue
Contributions $102,000
61.8%
Program Services $0
Investment Income $67,091
40.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,627
Net Inventory Sales $0
Other Revenue -$376
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,006,968
Total Liabilities $0
Net Assets $2,006,968
Compensation
Key Employees and Officers Compensation Related Other
Neil Walker (Secretary) $0 $0 $0
Claire Frisch (Director) $0 $0 $0
Nancy Oehler (Director) $0 $0 $0
Paulette Shires (Director) $0 $0 $0
Jim Bell (Director) $0 $0 $0
Rebecca Brooks (Director) $0 $0 $0
Jon Stuebbe (President) $0 $0 $0
Michael Chertok (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 2, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$188,661
Expenses
$31,933
Net Income
$156,728
Net Assets
$1,715,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $127,051
67.3%
Program Services $0
Investment Income $21,833
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $38,176
20.2%
Net Inventory Sales $0
Other Revenue $1,601
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,715,439
Total Liabilities $0
Net Assets $1,715,439
Compensation
Key Employees and Officers Compensation Related Other
Neil Walker (Secretary) $0 $0 $0
Claire Frisch (Director) $0 $0 $0
Nancy Oehler (Director) $0 $0 $0
Paulette Shires (Director) $0 $0 $0
Rebecca Brooks (Director) $0 $0 $0
Jon Stuebbe (President) $0 $0 $0
Michael Chertok (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 30, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$176,519
Expenses
$92,131
Net Income
$84,388
Net Assets
$1,558,711
Notable Sources of Revenue Percent of Total Revenue
Contributions $148,500
84.1%
Program Services $0
Investment Income $42,880
24.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$17,214
Net Inventory Sales $0
Other Revenue $2,353
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,558,711
Total Liabilities $0
Net Assets $1,558,711
Compensation
Key Employees and Officers Compensation Related Other
C Lee Clark (Director) $0 $0 $0
Peggy Darling (Director) $0 $0 $0
Claire Frisch (Director) $0 $0 $0
Nancy Oehler (Director) $0 $0 $0
Pauline Larwood (Director) $0 $0 $0
Mary Kay Shell (Director) $0 $0 $0
Milt Younger (Director) $0 $0 $0
Jon Stuebbe (President) $0 $0 $0
Michael Chertok (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 19, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$314,492
Expenses
$75,744
Net Income
$238,748
Net Assets
$1,474,323
Notable Sources of Revenue Percent of Total Revenue
Contributions $300,100
95.4%
Program Services $0
Investment Income $42,669
13.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$28,759
Net Inventory Sales $0
Other Revenue $482
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,474,323
Total Liabilities $0
Net Assets $1,474,323
Compensation
Key Employees and Officers Compensation Related Other
C Lee Clark (Director) $0 $0 $0
Peggy Darling (Director) $0 $0 $0
Claire Frisch (Director) $0 $0 $0
Nancy Oehler (Director) $0 $0 $0
Pauline Larwood (Director) $0 $0 $0
Mary Kay Shell (Director) $0 $0 $0
Milt Younger (Director) $0 $0 $0
Jon Stuebbe (President) $0 $0 $0
Michael Chertok (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 5, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$975,012
Expenses
$30,087
Net Income
$944,925
Net Assets
$1,235,575
Notable Sources of Revenue Percent of Total Revenue
Contributions $972,567
99.7%
Program Services $0
Investment Income $11,894
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,131
Net Inventory Sales $0
Other Revenue -$318
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,235,575
Total Liabilities $0
Net Assets $1,235,575
Compensation
Key Employees and Officers Compensation Related Other
C Lee Clark (Director) $0 $0 $0
Peggy Darling (Director) $0 $0 $0
Claire Frisch (Director) $0 $0 $0
Esther Famez (Director) $0 $0 $0
Pauline Larwood (Director) $0 $0 $0
Mary Kay Shell (Director) $0 $0 $0
Milt Younger (Director) $0 $0 $0
Jon Stuebbe (President) $0 $0 $0
Wayne Deats (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 25, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,882
Expenses
$27,872
Net Income
-$2,990
Net Assets
$297,692
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,027
16.2%
Program Services $0
Investment Income $13,962
56.1%
Net Fundraising $0
Sales of Assets $7,193
28.9%
Net Inventory Sales $0
Other Revenue -$300
Assets/Debt
Total Assets $297,692
Total Liabilities $0
Net Assets $297,692

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$15,875
Expenses
$22,677
Net Income
-$6,802
Net Assets
$300,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,496
22.0%
Program Services $0
Investment Income $12,837
80.9%
Net Fundraising $0
Sales of Assets -$69
Net Inventory Sales $0
Other Revenue -$389
Assets/Debt
Total Assets $300,682
Total Liabilities $0
Net Assets $300,682

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$15,556
Expenses
$21,260
Net Income
-$5,704
Net Assets
$307,484
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $17,919
> 100%
Net Fundraising $0
Sales of Assets -$1,816
Net Inventory Sales $0
Other Revenue -$547
Assets/Debt
Total Assets $307,484
Total Liabilities $0
Net Assets $307,484

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$15,964
Expenses
$9,483
Net Income
$6,481
Net Assets
$313,188
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $15,866
99.4%
Net Fundraising $0
Sales of Assets $1,825
11.4%
Net Inventory Sales $0
Other Revenue -$1,727
Assets/Debt
Total Assets $313,188
Total Liabilities $0
Net Assets $313,188

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$16,098
Expenses
$8,961
Net Income
$7,137
Net Assets
$307,744
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16,461
> 100%
Net Fundraising $0
Sales of Assets $821
5.1%
Net Inventory Sales $0
Other Revenue -$1,184
Assets/Debt
Total Assets $307,744
Total Liabilities $0
Net Assets $307,744

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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