Form 990 for tax year 2024
Filed by LIMA SYMPHONY ORCHESTRA ASSOCIATION INC.
Totals
- Total revenue
- $898,729
- Total expenses
- $1,239,997
- Contributions and grants received
- $401,756
- Grants paid
- $0
- Program service revenue
- $493,138
- Investment income
- $19,062
- Other revenue
- -$15,227
- Total assets, end of year
- $454,796
- Total liabilities, end of year
- $301,406
- Net assets or fund balances, end of year
- $153,390
- Program services expenses (Part IX)
- $514,886
- Management and general expenses
- $680,551
- Fundraising expenses
- $44,560
- Program service expenses (Part III)
- $514,886
Program services were 41.5% 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.
-
1c · Fundraising events
$90,525
-
1f · All other contributions, gifts and grants
$311,231
-
2a · Program service revenue: SPONSORSHIPS
total $256,250 · related or exempt $256,250
-
2b · Program service revenue: TICKET SALES
total $236,888 · related or exempt $236,888
-
3 · Investment income
total $19,062 · excluded $19,062
-
8a · Fundraising events: contributions included on line 1c
$90,525
-
8b · Fundraising events: direct expenses
$17,229
-
8c · Net income from fundraising events
total -$17,229
-
11a · Other revenue: OTHER
total $2,002 · related or exempt $2,002
-
11e · Other revenue, total
$2,002
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $84,370 · program services $35,742 · management and general $40,719 · fundraising $7,909
-
7 · Other salaries and wages
total $287,660 · program services $121,863 · management and general $138,831 · fundraising $26,966
-
10 · Payroll taxes
total $20,508 · program services $8,688 · management and general $9,898 · fundraising $1,922
-
11c · Fees: accounting
total $19,465 · management and general $19,465
-
12 · Advertising and promotion
total $53,088 · program services $27,537 · management and general $19,146 · fundraising $6,405
-
13 · Office expenses
total $15,427 · program services $2,162 · management and general $13,263 · fundraising $2
-
16 · Occupancy
total $29,261 · program services $245 · management and general $29,016
-
19 · Conferences, conventions and meetings
total $16,280 · program services $1,933 · management and general $14,347
-
22 · Depreciation, depletion and amortization
total $7,868 · management and general $7,868
-
23 · Insurance
total $9,001 · management and general $9,001
-
24a · Other expenses: TRANSFER TO ENDOWMENT
total $350,000 · management and general $350,000
-
24b · Other expenses: ORCHESTRA
total $248,317 · program services $246,961 · fundraising $1,356
-
24c · Other expenses: PRODUCTION EXPENSES
total $98,752 · program services $69,755 · management and general $28,997
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $52,015 · end of year $232,788
-
2 · Savings and temporary cash investments
beginning of year $579,471 · end of year $142,692
-
3 · Pledges and grants receivable
beginning of year $4,491 · end of year $4,494
-
4 · Accounts receivable
beginning of year $12,250 · end of year $250
-
9 · Prepaid expenses and deferred charges
beginning of year $6,092 · end of year $3,319
-
10a · Land, buildings and equipment: cost or other basis
$206,606
-
10b · Land, buildings and equipment: accumulated depreciation
$135,353
-
10c · Land, buildings and equipment, net
beginning of year $113,741 · end of year $71,253
-
17 · Accounts payable and accrued expenses
beginning of year $18,962 · end of year $5,176
-
19 · Deferred revenue
beginning of year $173,300 · end of year $157,470
-
23 · Secured mortgages and notes payable
beginning of year $150,000 · end of year $138,760
-
27 · Net assets without donor restrictions
beginning of year $425,798 · end of year $63,336
-
28 · Net assets with donor restrictions
end of year $90,054
Mission and programs · 2024
Mission
PERFORM FULL ORCHESTRA CONCERTS, CHAMBER MUSIC, ENSAMBLES AND SPECIAL APPEARANCES OF GUEST ARTISTS. AVERAGE ATTENDANCE AT ALL FUNCTIONS IS 700- 1000 PEOPLE.
Activities or mission (Part I)
PERFORMANCE OF MUSIC RELATED PROGRAMS FOR THE PUBLIC.
-
PERFORMANCE OF MUSIC RELATED PROGRAM FOR THE PUBLIC.
Expenses $514,886 · Revenue $493,138
As filed on the 2024 return.
Listed in Part VII
-
Elizabeth Brown EllisELIZABETH BROWN ELLIS
EXECUTIVE DI
- Total calculated
- $84,370
- From this org
- $84,370
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Richard BalesRICHARD BALES
VICE-PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
John FicorilliJOHN FICORILLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim GideonJIM GIDEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris HendersonCHRIS HENDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chad HughesCHAD HUGHES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kari KuhnKARI KUHN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Ty LotzTY LOTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ken MalcolmKEN MALCOLM
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Martha ManchesterMARTHA MANCHESTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jackie MartellJACKIE MARTELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chandra NeeperCHANDRA NEEPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine O'NeillCHRISTINE O'NEILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristen Osbun-ManleyKRISTEN OSBUN-MANLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy PhillipsAMY PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Evans PseekosEVANS PSEEKOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stacey ReinekeSTACEY REINEKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Father David RossFATHER DAVID ROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim SmeltzlyJIM SMELTZLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa SponsellerMELISSA SPONSELLER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Chad StearnsCHAD STEARNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nancy StrohNANCY STROH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brandi TruebloodBRANDI TRUEBLOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anita UetrechtANITA UETRECHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff UnterbrinkJEFF UNTERBRINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara YoungBARBARA YOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LIMA SYMPHONY ORCHESTRA ENDOWMENT
501C3 · FUNDING · OH · controlled entity
Directly controlled by LIMA SYMPH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 April 2026
- IRS schema version
- 2024v5.0
- Source object
- 202631079349301553
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