Skip to content
Nonprofiteer
← ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC

Form 990 for tax year 2023

Filed by ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC.

Totals

Total revenue
$3,919,972
Total expenses
$2,698,610
Contributions and grants received
$2,976,352
Grants paid
$0
Program service revenue
$709,618
Investment income
$234,002
Other revenue
$0
Total assets, end of year
$5,847,910
Total liabilities, end of year
$247,256
Net assets or fund balances, end of year
$5,600,654
Program services expenses (Part IX)
$2,240,205
Management and general expenses
$242,484
Fundraising expenses
$215,921
Program service expenses (Part III)
$2,240,205

Program services were 83.0% 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.

  • 1e · Government grants (contributions)

    $343,957

  • 1f · All other contributions, gifts and grants

    $2,632,395

  • 1g · Noncash contributions included above

    $390,870

  • 2a · Program service revenue: CONCERT REVENUE

    total $709,618 · related or exempt $709,618

  • 3 · Investment income

    total $114,250 · excluded $114,250

  • 7a · Gross sales of assets other than inventory

    securities $469,951

  • 7b · Less cost or other basis and sales expenses

    securities $350,199

  • 7c · Gain or loss

    securities $119,752

  • 7d · Net gain or loss

    total $119,752 · excluded $119,752

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $326,077 · program services $286,381 · management and general $11,647 · fundraising $28,049

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,376,935 · program services $1,209,309 · management and general $49,185 · fundraising $118,441

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $19,225 · program services $16,884 · management and general $687 · fundraising $1,654

  • 10 · Payroll taxes

    total $133,024 · program services $116,830 · management and general $4,752 · fundraising $11,442

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $26,281 · management and general $26,281

  • 11c · Fees: accounting

    total $28,203 · management and general $28,203

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $19,431 · management and general $19,431

  • 11g · Fees: other

    total $51,305 · program services $23,261 · management and general $28,044

  • 12 · Advertising and promotion

    total $125,572 · program services $125,572

  • 13 · Office expenses

    total $35,476 · management and general $35,476

  • 14 · Information technology

    total $34,128 · program services $26,279 · fundraising $7,849

  • 15 · Royalties

    total $4,419 · program services $4,419

  • 16 · Occupancy

    total $155,248 · program services $143,104 · management and general $12,144

  • 17 · Travel

    total $28,476 · program services $21,664 · management and general $6,812

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $7,320 · program services $5,710 · fundraising $1,610

  • 23 · Insurance

    total $25,528 · program services $15,572 · management and general $9,956

  • 24a · Other expenses: EDUCATION PROGRAMMING

    total $39,351 · program services $30,256 · fundraising $9,095

  • 24b · Other expenses: MUSIC/INSTRUMENT, SCHOOL PROGRAMS

    total $118,509 · program services $118,509

  • 24c · Other expenses: PRINTING, POSTAGE SUPPLIES

    total $144,102 · program services $96,455 · management and general $9,866 · fundraising $37,781

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $169,304 · end of year $352,367

  • 4 · Accounts receivable

    beginning of year $812,444 · end of year $628,080

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,440 · end of year $17,942

  • 10a · Land, buildings and equipment: cost or other basis

    $73,269

  • 10b · Land, buildings and equipment: accumulated depreciation

    $56,327

  • 10c · Land, buildings and equipment, net

    beginning of year $22,930 · end of year $16,942

  • 11 · Investments: publicly traded securities

    beginning of year $3,468,640 · end of year $4,830,313

  • 14 · Intangible assets

    beginning of year $3,598 · end of year $2,266

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,087 · end of year $53,329

  • 19 · Deferred revenue

    beginning of year $205,061 · end of year $193,927

  • 27 · Net assets without donor restrictions

    beginning of year $1,643,046 · end of year $1,768,910

  • 28 · Net assets with donor restrictions

    beginning of year $2,600,162 · end of year $3,831,744

Mission and programs · 2023

Mission

THE MISSION OF THE ANNAPOLIS SYMPHONY ORCHESTRA IS TO INSPIRE, EDUCATE AND ENRICH LIVES NEAR AND FAR BY CREATING EXTRAORDINARY MUSICAL EXPERIENCES WITH UNCOMPROMISING ARTISTIC EXCELLENCE.

  • THE CORE PROGRAMMING OF THE ASO DURING ITS 61ST SEASON CENTERED AROUND THE MASTERWORKS SERIES SIX PROGRAMS FEATURING SYMPHONIC REPERTOIRE WITH 12 PERFORMANCES IN MARYLAND HALL, ANNAPOLIS, AND 3 RUN OUTS AT STRATHMORE IN BETHESDA. PROGRAMMING CHOICES CENTERED AROUND THE ASOS COMMITMENT TO PROMOTING AMERICAN MUSIC AND SYMPHONIC MUSIC FROM UNDERREPRESENTED COMPOSERS AND THOSE INCLUDED KOREAN, PACIFIC-ISLANDER, AFRICAN-AMERICAN, JEWISH-UKRAINIAN, AND CANADIAN COMPOSERS IN THIS SEASON. THIS IS ACCOMPLISHED DUE TO OUR COLLABORATION WITH THE GABRIELA LENA FRANK ACADEMY TO CO-COMMISSION SYMPHONIC WORKS WITH EMERGING COMPOSERS. SECOND, WE LAUNCHED THE FIRST OF A THREE ALBUM PROJECT WITH LONDON-BASED TOCCATA MUSIC GROUP WITH WORLDWIDE DISTRIBUTION THROUGH NAXOS MUSIC LIBRARY NML. CONTINUED ON SCHEDULE O.

    Expenses $2,028,899 · Revenue $709,618

  • KEY COMPONENT OF THE ASO IS ITS EDUCATION AND COMMUNITY OUTREACH PROGRAMS. THE ASO HAS A LONGSTANDING PARTNERSHIP WITH THE ANNE ARUNDEL PUBLIC SCHOOLS. THE ASO PROVIDES THE REQUESTED PROFESSIONAL MUSICIANS FOR COACHING/LESSONS FOR THE TWO MIDDLE SCHOOLS/PERFORMING ARTS MAGNET SCHOOLS. EVERY YEAR THE ASO OFFERS SCHOOL CONCERTS AND A FAMILY CONCERT FOCUSED ON LEARNING ABOUT MUSIC AND THE ORCHESTRA. THE ASOS COMMITMENT TO THE COMMUNITY IS EVIDENT WITH THE ESTABLISHMENT OF THE ANNAPOLIS SYMPHONY ACADEMY IN 2018. THE ACADEMYS MISSION IS TO CHANGE LIVES BY PROVIDING ACCESSIBLE HIGH-LEVEL MUSICAL EDUCATION TO STUDENTS OF ALL CULTURAL AND ECONOMIC BACKGROUNDS, WHILE ADDRESSING THE UNDER-REPRESENTATION OF MUSICIANS OF COLOR IN THE CLASSICAL MUSIC FIELD. IN THIS SEASON 84 STUDENTS WERE ENROLLED. HALF OF THE ACADEMY STUDENTS ARE FROM UNDER-SERVED COMMUNITIES. CONTINUED ON SCHEDULE O

    Expenses $211,306

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jose Luis-Novo

    ARTISITIC DIRECTOR AND CONDUCTOR

    Total calculated
    $147,500
    From this org
    $124,249
    From related orgs
    $0
    Other
    $23,251
    Hours/week
    40

  • Barbara Randolph

    EXECUTIVE DIRECTOR

    Total calculated
    $133,358
    From this org
    $124,583
    From related orgs
    $0
    Other
    $8,775
    Hours/week
    40

  • Shelley Row

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Katherine Edwards

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stephen Sotack

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ann Whitcomb

    VICE PRESIDENT-FINANCE

    Total calculated
    $0
    Hours/week
    1

  • Monique Langston

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Maxwell-Schmidt

    ASST SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Robert Arias

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Georgianna Crosby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ginger From

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sonja Gladwin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charles Grudzinskas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Collot Guerard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michelle Hellstern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deb Howe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mimi Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jill Kidwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerray Slocum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Maxwell Schmidt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marie Treanor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christine Young

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Florence Calvert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary McKiel PhD

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ralph Kuncl

    CHIEF EXECUTIVE OFFICER AS OF 4/1/2024

    Total calculated
    $0
    Hours/week
    40

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.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
20 January 2025
IRS schema version
2023v6.0
Source object
202540209349301129

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.