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Nonprofiteer
← RICHMOND SYMPHONY ORCHESTRA ASSOCIATION

Form 990 for tax year 2023

Filed by RICHMOND SYMPHONY ORCHESTRA ASSOCIATION.

Totals

Total revenue
$726,205
Total expenses
$610,469
Contributions and grants received
$306,775
Grants paid
$0
Program service revenue
$80,055
Investment income
$145,096
Other revenue
$194,279
Total assets, end of year
$2,200,326
Total liabilities, end of year
$24,369
Net assets or fund balances, end of year
$2,175,957
Program services expenses (Part IX)
$354,808
Management and general expenses
$173,499
Fundraising expenses
$82,162
Program service expenses (Part III)
$354,808

Program services were 58.1% 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.

  • 1f · All other contributions, gifts and grants

    $306,775

  • 2a · Program service revenue: TICKET SALES

    total $60,795 · excluded $60,795

  • 2b · Program service revenue: PROGRAM ADVERTISING

    total $19,260 · excluded $19,260

  • 3 · Investment income

    total $38,832 · excluded $38,832

  • 7a · Gross sales of assets other than inventory

    securities $321,245

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

    securities $214,981

  • 7c · Gain or loss

    securities $106,264

  • 7d · Net gain or loss

    total $106,264 · excluded $106,264

  • 8a · Fundraising events: gross income

    $212,825

  • 8b · Fundraising events: direct expenses

    $20,978

  • 8c · Net income from fundraising events

    total $191,847 · excluded $191,847

  • 11a · Other revenue: MISCELLANEOUS

    total $2,432 · excluded $2,432

  • 11e · Other revenue, total

    $2,432

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $58,304 · management and general $58,304

  • 7 · Other salaries and wages

    total $29,918 · management and general $29,918

  • 10 · Payroll taxes

    total $7,890 · management and general $7,890

  • 11c · Fees: accounting

    total $13,856 · management and general $13,856

  • 11f · Fees: investment management

    total $16,797 · management and general $16,797

  • 11g · Fees: other

    total $316,239 · program services $280,001 · fundraising $36,238

  • 12 · Advertising and promotion

    total $13,699 · program services $13,699

  • 13 · Office expenses

    total $91,054 · program services $16,751 · management and general $28,379 · fundraising $45,924

  • 19 · Conferences, conventions and meetings

    total $7,848 · management and general $7,848

  • 22 · Depreciation, depletion and amortization

    total $2,875 · management and general $2,875

  • 23 · Insurance

    total $3,210 · management and general $3,210

  • 24a · Other expenses: PRODUCTION EXPENSES

    total $19,412 · program services $19,412

  • 24b · Other expenses: INSTRUMENT AND MUSIC RENT

    total $8,620 · program services $8,620

  • 24c · Other expenses: HALL CUSTODIAL FEES

    total $8,198 · program services $8,198

  • 24d · Other expenses: CULTIVATION

    total $8,127 · program services $8,127

  • 24e · All other expenses

    total $4,422 · management and general $4,422

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200 · end of year $200

  • 2 · Savings and temporary cash investments

    beginning of year $290,950 · end of year $315,943

  • 3 · Pledges and grants receivable

    beginning of year $40,140 · end of year $37,399

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,519 · end of year $10,278

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

    $39,981

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

    $13,668

  • 10c · Land, buildings and equipment, net

    beginning of year $29,188 · end of year $26,313

  • 11 · Investments: publicly traded securities

    beginning of year $470,413 · end of year $564,506

  • 15 · Other assets

    beginning of year $1,164,162 · end of year $1,245,687

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,902 · end of year $4,554

  • 19 · Deferred revenue

    beginning of year $14,103 · end of year $19,815

  • 27 · Net assets without donor restrictions

    beginning of year $1,942,412 · end of year $2,076,042

  • 28 · Net assets with donor restrictions

    beginning of year $36,155 · end of year $99,915

Mission and programs · 2023

Mission

SHAPE THE CULTURAL LIFE OF OUR REGION BY DELIVERING EXCEPTIONAL, INCLUSIVE MUSIC EXPERIENCES THAT ENRICH, ENTERTAIN AND EDUCATE.

  • NUMEROUS MUSICAL PRODUCTIONS AND RELATED ACTIVITIES WERE PRESENTED BY THE SYMPHONY THROUGHOUT ONE SEASON AND THOUSANDS IN THE COMMUNITY BENEFITED.

    Expenses $354,808 · Revenue $80,055

As filed on the 2023 return.

Listed in Part VII

  • Leslie Bolser

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Marty Van Der Burgt

    VICE-PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Mengie Parker

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • John Zetzl

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Tom Alberts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Buchholz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Carter

    PAST-PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Jules Clemente

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Noe Dudas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Gibbs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristen Lainsbury

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lynn Mayer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alex Painter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Sekhar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daren Snider

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Shaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Troutwine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Vance

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Monica Koechlein

    EXECUTIVE DI

    Total calculated
    $57,246
    From this org
    $57,246
    From related orgs
    $0
    Other
    $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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
5 March 2025
IRS schema version
2023v6.0
Source object
202531349349309423

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