Ann Arbor Symphony Orchestra INC

Tax-deductible

Ann Arbor, MI501(c)(3)Since 1966EIN 38-6069701Revenue $3.3M in FY2025

On file with the IRSa2so.com35 Research Dr Ste 100, 48103-2981 · Ann Arbor, MITax-exempt since Jun 1966Publicly supported charity — 170(b)(1)(A)(vi)

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To nuture a life-long love of music through imaginative and inspiring experiences for the listeners of today and tomorrow.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
Run by 312 volunteers and 284 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $573K a year · 26% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$199K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $250
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$261K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
27
of 28 voting members
Looks good: 27 of 28 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.3M
+63% vs prior year
Spent
$2.1M
To programs
70%
Net assets
$5.1M
By yearFY2020–FY2025
Revenue
$3.3M
FY2025▲ +63%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$1.2M
FY2022$2.6M
FY2023$2.0M
FY2024$2.1M
FY2025$3.3M
Expenses
$2.1M
FY2025▲ +0.8%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$768K
FY2022$1.6M
FY2023$1.9M
FY2024$2.1M
FY2025$2.1M
Net assets
$5.1M
FY2025▲ +36%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.1M
FY2021$2.8M
FY2022$3.3M
FY2023$3.5M
FY2024$3.8M
FY2025$5.1M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1966.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $1.5M Management & general 19% · $390K Fundraising 11% · $236K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

28 people listed on the 990; $199K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$100,924Pt VII · Sec A
Music Director
$98,291Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Past President
$0Pt VII · Sec A
V.p. of Artistic Affairs
$0Pt VII · Sec A
V.p. of Development
$0Pt VII · Sec A
V.p. of Policy
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Sarah E Calderini$100,924$97,190$95,782$7,646——
Earl Lee$98,291$85,622$37,250———
Mary Steffek Blaske—————$87,975
Tyler Rand Ended———$87,170——
Tyler Rand————$70,875—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enriches culture by fostering appreciation for orchestral music through imaginative programming and community involvement.

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Provided by the organization

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2 programs · $1.5M · in their own filed words · FY2024
01

Assists the community and surrounding counties by providing a resident, professional orchestra to support and foster an environment in which the arts can thrive. Conduit for concert and ensemble performances.

$1.2Mprogram expense
02

Education in the performance arts, specifically music.

$258Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$250

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$3.3M
Ln 12
Gifts and grantsLn 1h$2.0M
Fees for servicesLn 2g$831K
Investment incomeLn 3$435K
Money outPt IX
$2.1M
Ln 25
Programscol B$1.5M
Managementcol C$390K
Fundraisingcol D$236K
Owns and owesPt X
$5.1M
net assets · Ln 32
Cash and savingsLn 1–2$436K
Total assetsLn 16$5.4M
LiabilitiesLn 26$261K
PeoplePt VI, VII
28
listed · VII A
PaidVII A2
Voting boardVI 1a28
IndependentVI 1b27
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Government grantsLn 1e$560K
Fundraising eventsLn 1c$83K
Fees for servicesLn 2g$831K
Investment incomeLn 3$435K
Other incomeLn 4–11$40K
Gains on assetsLn 7$331K
Total revenueLn 12$3.3M
Assets in detailPt X, end of year
CashLn 1$88K
SavingsLn 2$347K
Cash and savings togetherLn 1–2$436K
InvestmentsLn 11–13$4.6M
Land, buildings, equipmentLn 10c$8K
Other assetsLn 15$72K
Total assetsLn 16$5.4M
LiabilitiesLn 26$261K
Net assetsLn 32$5.1M
OperationsPt I, VI
EmployeesI 5284
VolunteersI 6312
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$223K$436K
InvestmentsLn 11–13$3.6M$4.6M
Land, buildings, equipmentLn 10c$4K$8K
Total assetsLn 16$4.0M$5.4M
LiabilitiesLn 26$253K$261K
Net assetsLn 32$3.8M$5.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$228K$138K$38K$51K
Pay of disqualified personsLn 6$1.0M$798K$166K$80K
Other employee benefitsLn 9$57K$35K$7K$14K
Payroll taxesLn 10$98K$73K$15K$10K
Accounting feesLn 11c$33K$33K
Other fees for servicesLn 11g$114K$32K$24K$58K
Advertising and promotionLn 12$42K$35K$7K$1
Office expensesLn 13$49K$21K$24K$3K
OccupancyLn 16$114K$85K$29K
TravelLn 17$71K$63K$7K$925
Conferences, conventions and meetingsLn 19$15K$276$383$15K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$170K$155K$12K$3K
All other expensesLn 24e$38K$23K$15K
Total functional expensesLn 25$2.1M$1.5M$390K$236K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $3.3M$2.1M$1.3M$5.1M 990 PDF
FY2024 $2.1M$2.1M−$15K$3.8M 990 PDF
FY2023 $2.0M$1.9M$169K$3.5M 990 PDF
FY2022 $2.6M$1.6M$992K$3.3M 990 PDF
FY2021 $1.2M$768K$425K$2.8M 990 PDF
FY2020 $1.9M$1.3M$611K$2.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $3,343,839 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,094,988$2,037,197
I-9 Program service revenuePrior year $759,434$831,280
I-10 Investment incomePrior year $202,348$435,332
I-11 Other revenuePrior year −$4,055$40,030
I-12 Total revenuePrior year $2,052,715$3,343,839
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,348,631$1,427,747
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $719,341$657,642
I-18 Total expensesPrior year $2,067,972$2,085,389
I-19 Revenue less expensesPrior year −$15,257$1,258,450
Part VI · Governance 27 of 28 board members independent, no flags
VI-1a Voting members of the governing body28
VI-1b Independent voting members27
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,343,839 across 10 lines filed
VIII-1c Fundraising events$82,937
VIII-1e Government grants$559,624
VIII-1f All other contributions, gifts and grants$1,394,636
VIII-1h Total contributions, gifts and grants$2,037,197
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $831,280$831,280
VIII-3 Investment incomeExcluded from tax $104,219$104,219
VIII-7 Net gain or loss on sales of assetsExcluded from tax $331,113$331,113
VIII-8 Net income from fundraising eventsExcluded from tax −$5,453−$5,453
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $45,483$45,483
VIII-12 Total revenueRelated to mission $831,280 · Unrelated business $0 · Excluded from tax $475,362$3,343,839
Part IX · Statement of functional expenses $2,085,389 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $138,444 · Management $38,496 · Fundraising $51,328$228,268
IX-6 Pay of disqualified personsPrograms $798,245 · Management $165,929 · Fundraising $80,054$1,044,228
IX-9 Other employee benefitsPrograms $35,187 · Management $7,232 · Fundraising $14,440$56,859
IX-10 Payroll taxesPrograms $73,203 · Management $15,405 · Fundraising $9,784$98,392
IX-11c Accounting feesManagement $32,700$32,700
IX-11g Other fees for servicesPrograms $31,690 · Management $24,230 · Fundraising $58,000$113,920
IX-12 Advertising and promotionPrograms $34,836 · Management $7,061 · Fundraising $1$41,898
IX-13 Office expensesPrograms $21,283 · Management $24,247 · Fundraising $3,469$48,999
IX-16 OccupancyPrograms $85,065 · Management $29,385$114,450
IX-17 TravelPrograms $63,143 · Management $6,620 · Fundraising $925$70,688
IX-19 Conferences, conventions and meetingsPrograms $276 · Management $383 · Fundraising $14,623$15,282
IX-22 Depreciation, depletion and amortizationManagement $3,139$3,139
IX-23 InsuranceManagement $8,276$8,276
IX-24 Other expenses (24a–d)Programs $154,854 · Management $12,266 · Fundraising $3,014$170,134
IX-24e All other expensesPrograms $23,070 · Management $15,086$38,156
IX-25 Total functional expensesPrograms $1,459,296 · Management $390,455 · Fundraising $235,638$2,085,389
Part X · Balance sheet $5,392,014 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $51,477$88,324
X-2 Savings and temporary cash investmentsStart of year $171,340$347,246
X-3 Pledges and grants receivableStart of year $161,849$159,616
X-4 Accounts receivableStart of year $2,127$2,038
X-9 Prepaid expenses and deferred chargesStart of year $18,676$75,694
X-10c Land, buildings and equipment, netStart of year $3,534$8,006
X-11 Publicly traded securitiesStart of year $3,595,915$4,639,202
X-15 Other assetsStart of year $33,040$71,888
X-16 Total assetsStart of year $4,037,958$5,392,014
X-17 Accounts payable and accrued expensesStart of year $46,297$38,988
X-19 Deferred revenueStart of year $175,864$151,571
X-25 Other liabilitiesStart of year $31,170$70,037
X-26 Total liabilitiesStart of year $253,331$260,596
X-27 Net assets without donor restrictionsStart of year $137,807$450,432
X-28 Net assets with donor restrictionsStart of year $3,646,820$4,680,986
X-32 Total net assets or fund balancesStart of year $3,784,627$5,131,418
X-33 Total liabilities and net assetsStart of year $4,037,958$5,392,014
Part XI · Reconciliation of net assets $5,131,418 net assets at year end
XI-1 Total revenue$3,343,839
XI-2 Total expenses$2,085,389
XI-3 Revenue less expenses$1,258,450
XI-4 Net assets at start of year$3,784,627
XI-5 Net unrealized gains (losses) on investments$88,341
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,131,418

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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