ANN ARBOR SYMPHONY ORCHESTRA INC

EIN: 386069701 501(c)(3)

ANN ARBOR, MI

Total Revenue
$2,052,715
Total Expenses
$2,067,972
Total Assets
$4,037,958
Net Assets
$3,784,627
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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
MI
Principal Officer
SARAH E CALDERINI
Phone
7349944801
Tax Period
2023-07-01 to 2024-06-30

ANN ARBOR SYMPHONY ORCHESTRA INC, founded in 1966, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023.

Mission

THE ANN ARBOR SYMPHONY ORCHESTRA IS PASSIONATELY COMMITTED TO ENRICHING THE CULTURE OF THE REGION. WE FOSTER A GROWING APPRECIATION FOR ORCHESTRAL MUSIC AND REGIONAL MUSICIANS THROUGH IMAGINATIVE PROGRAMMING AND COMMUNITY INVOLVEMENT, INSPIRING AND EDUCATING A DIVERSE AUDIENCE.

Program Service Accomplishments

Program 1
Expenses: $1,295,086 Revenue: $759,434

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...

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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.

Program 2
Expenses: $270,054

EDUCATION IN THE PERFORMANCE ARTS, SPECIFICALLY MUSIC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,094,988
Program Service Revenue $759,434
Investment Income $202,348
Other Revenue $-4,055
TOTAL REVENUE $2,052,715

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,348,631
Fundraising Expenses $231,661
Program Expenses $1,565,140
Other Expenses $719,341
TOTAL EXPENSES $2,067,972

Year-over-Year Comparison

2023 2022 Change
Revenue $2,052,715 $2,104,214 0.0%
Expenses $2,067,972 $1,867,524 +0.1%
Net Income $-15,257 $236,690 -1.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
26
Independent Members
24
Employees
256
Volunteers
294

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
13
$182,812
Total Directors
26
$182,812
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LESA HUGET PRESIDENT 5.00
Officer Director
$0 $0 $0
JON BEEBE FIRST V.P. 2.00
Officer Director
$0 $0 $0
STEVEN E GERBER SECRETARY 2.00
Officer Director
$0 $0 $0
DANIEL B CLARK TREASURER 2.00
Officer Director
$0 $0 $0
CAROL A SEWELL PAST PRESIDE 2.00
Officer Director
$0 $0 $0
JANE ARVIDSON PANIKKAR V.P. OF ART 2.00
Officer Director
$0 $0 $0
SASSA AKERVALL V.P. OF DEVE 2.00
Officer Director
$0 $0 $0
DIANA RAIMI V.P. OF POLI 2.00
Officer Director
$0 $0 $0
CONSTANCE A BRIDGES DIRECTOR 1.00
Director
$0 $0 $0
MARTHA A DARLING DIRECTOR 2.00
Director
$0 $0 $0
ANDRE DOWELL DIRECTOR 1.00
Director
$0 $0 $0
J ROBERT GATES DIRECTOR 2.00
Officer Director
$0 $0 $0
RICHARD D HENDRICKS DIRECTOR 2.00
Officer Director
$0 $0 $0
HENRY JOHNSON DIRECTOR 1.00
Director
$0 $0 $0
RODERICK J LITTLE DIRECTOR 2.00
Officer Director
$0 $0 $0
BRIGITTE A MAASSEN DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM J MAXBAUER DIRECTOR 1.00
Director
$0 $0 $0
DANIEL MERRITT DIRECTOR 1.00
Director
$0 $0 $0
ARUNA SARMA DIRECTOR 1.00
Director
$0 $0 $0
BARBARA STURGIS-EVERETT DIRECTOR 1.00
Director
$0 $0 $0
ELISABETH VANDERPOOL DIRECTOR 1.00
Director
$0 $0 $0
DANIEL WASHINGTON DIRECTOR 1.00
Director
$0 $0 $0
JANE WILKINSON DIRECTOR 1.00
Director
$0 $0 $0
REMEDIOS MONTALBO YOUNG DIRECTOR 1.00
Director
$0 $0 $0
SARAH E CALDERINI EXECUTIVE OF 40.00
Officer Director
$97,190 $0 $97,190
EARL LEE MUSIC DIRECT 18.00
Officer Director
$85,622 $0 $85,622
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $2,052,715 $2,067,972 $4,037,958 $-15,257
2023 $2,036,456 $1,867,524 $3,830,208 $168,932
2022 $2,567,889 $1,575,655 $3,657,914 $992,234
2021 $1,192,710 $767,669 $3,285,652 $425,041
2020 $1,877,081 $1,265,629 $2,576,582 $611,452
2019 $2,281,045 $1,645,379 $1,870,359 $635,666
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