Form 990 for tax year 2024
Filed by ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC.
Totals
- Total revenue
- $5,321,432
- Total expenses
- $2,740,146
- Contributions and grants received
- $4,154,210
- Grants paid
- $0
- Program service revenue
- $617,254
- Investment income
- $338,965
- Other revenue
- $211,003
- Total assets, end of year
- $8,699,982
- Total liabilities, end of year
- $231,849
- Net assets or fund balances, end of year
- $8,468,133
- Program services expenses (Part IX)
- $2,066,488
- Management and general expenses
- $494,351
- Fundraising expenses
- $179,307
- Program service expenses (Part III)
- $2,066,488
Program services were 75.4% 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)
$219,765
-
1f · All other contributions, gifts and grants
$3,934,445
-
1g · Noncash contributions included above
$2,175,604
-
2a · Program service revenue: CONCERT REVENUE
total $617,254 · related or exempt $617,254
-
3 · Investment income
total $202,465 · excluded $202,465
-
7a · Gross sales of assets other than inventory
securities $2,460,675
-
7b · Less cost or other basis and sales expenses
securities $2,324,175
-
7c · Gain or loss
securities $136,500
-
7d · Net gain or loss
total $136,500 · excluded $136,500
-
8a · Fundraising events: gross income
$33,995
-
8b · Fundraising events: direct expenses
$29,475
-
8c · Net income from fundraising events
total $4,520
-
11a · Other revenue: MISCELLANEOUS INCOME
total $206,483 · related or exempt $206,483
-
11e · Other revenue, total
$206,483
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 $255,873 · program services $226,781 · management and general $8,235 · fundraising $20,857
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,242,694 · program services $1,101,409 · management and general $39,991 · fundraising $101,294
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $32,085 · program services $28,438 · management and general $1,032 · fundraising $2,615
-
10 · Payroll taxes
total $114,554 · program services $101,529 · management and general $3,687 · fundraising $9,338
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $14,000 · management and general $14,000
-
11c · Fees: accounting
total $58,305 · management and general $58,305
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $34,090 · management and general $34,090
-
11g · Fees: other
total $267,047 · program services $29,433 · management and general $237,614
-
12 · Advertising and promotion
total $86,688 · program services $86,688
-
13 · Office expenses
total $32,746 · management and general $32,746
-
14 · Information technology
total $34,723 · program services $26,737 · fundraising $7,986
-
15 · Royalties
total $6,916 · program services $6,916
-
16 · Occupancy
total $158,132 · program services $145,588 · management and general $12,544
-
17 · Travel
total $22,540 · program services $16,389 · management and general $6,151
-
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 $7,787 · program services $6,074 · fundraising $1,713
-
23 · Insurance
total $24,777 · program services $15,114 · management and general $9,663
-
24a · Other expenses: EDUCATION PROGRAMMING
total $25,847 · program services $22,104 · fundraising $3,743
-
24b · Other expenses: MUSIC/INSTRUMENT, SCHOOL PROGRAMS
total $141,518 · program services $141,518
-
24c · Other expenses: PRINTING, POSTAGE SUPPLIES
total $169,824 · program services $111,770 · management and general $26,293 · fundraising $31,761
-
24d · Other expenses: BAD DEBT
total $10,000 · management and general $10,000
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $352,367 · end of year $271,980
-
4 · Accounts receivable
beginning of year $628,080 · end of year $838,154
-
9 · Prepaid expenses and deferred charges
beginning of year $17,942 · end of year $19,192
-
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 $16,942 · end of year $10,955
-
11 · Investments: publicly traded securities
beginning of year $4,830,313 · end of year $7,556,895
-
14 · Intangible assets
beginning of year $2,266 · end of year $2,806
-
17 · Accounts payable and accrued expenses
beginning of year $53,329 · end of year $35,514
-
19 · Deferred revenue
beginning of year $193,927 · end of year $196,335
-
27 · Net assets without donor restrictions
beginning of year $1,768,910 · end of year $4,948,302
-
28 · Net assets with donor restrictions
beginning of year $3,831,744 · end of year $3,519,831
Mission and programs · 2024
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 $260,202 · Revenue $617,254
-
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 $1,806,286
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jose Luis-NovoJOSE LUIS-NOVO
ARTISITIC DIRECTOR AND CONDUCTOR
- Total calculated
- $175,633
- From this org
- $150,135
- From related orgs
- $0
- Other
- $25,498
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,135
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $25,498
- Filer's total
- $175,633
-
Ralph KunclRALPH KUNCL
FORMER EXECUTIVE DIRECTOR
- Total calculated
- $15,408
- From this org
- $15,408
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $15,408
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $15,408
-
Katherine EdwardsKATHERINE EDWARDS
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle HellsternMICHELLE HELLSTERN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen SotackSTEPHEN SOTACK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ann WhitcombANN WHITCOMB
VICE PRESIDENT-FINANCE
- Total calculated
- $0
- Hours/week
- 1
-
Monique LangstonMONIQUE LANGSTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Robert AriasROBERT ARIAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Georgianna CrosbyGEORGIANNA CROSBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William DavisWILLIAM DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ginger FromGINGER FROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sonja GladwinSONJA GLADWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles GrudzinskasCHARLES GRUDZINSKAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Collot GuerardCOLLOT GUERARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Maxwell-SchmidtELIZABETH MAXWELL-SCHMIDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deb HoweDEB HOWE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mimi JonesMIMI JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jill KidwellJILL KIDWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne KellyJEANNE KELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marie TreanorMARIE TREANOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Florence CalvertFLORENCE CALVERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary McKiel PhDMARY MCKIEL PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William HoffWILLIAM HOFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shelley RowSHELLEY ROW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erica Bondarev RapachERICA BONDAREV RAPACH
EXECUTIVE DIRECTOR 4/25 - 6/25
- 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
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
- 2024
- Filed
- 3 March 2026
- IRS schema version
- 2024v5.2
- Source object
- 202610629349300426
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