2024-03-27T04:01:52-00:00 2023-06-30 821650312 Alta CPA Group 59 Franklin St 2nd Floor Annapolis MD 21401 990 2022-07-01 237001357 ANNAPOLIS SYMPHONY ORCHESTRA INC ANNA 4102691132 801 CHASE STREET ANNAPOLIS MD 21401 MARY MCKIEL PRESIDENT 4102691132 2024-03-27 true MARY MCKIEL 237001357 Jeffrey Griffith P01081433 4103495101 2024-03-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY MCKIEL 801 CHASE ST ANNAPOLIS MD 21401 4748062 false X WWW.ANNAPOLISSYMPHONY.ORG X 1967 MD 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. 23 23 259 85 0 1098177 2093372 610090 680337 39581 -113560 0 1747848 2660149 11016 0 0 1594536 1808766 0 199271 1248916 2040681 2854468 3849447 -1106620 -1189298 5234678 4510356 157316 267148 5077362 4243208 X 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. false false 2915052 680337 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. 173342 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 3088394 true true false false false false false false false true true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 17 0 true 259 true false false false false false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true false false MD X X THE ORGANIZATION 4102691132 801 CHASE STREET Annapolis MD 21401 EDGAR HERRERA FORMER EXECUTIVE DIRECTOR 040.00 X X 133875 0 18476 BARBARA RANDOLPH EXECUTIVE DIRECTOR 040.00 X X 14000 0 0 MARY MCKIEL CHAIR 001.00 X X 0 0 0 SHELLEY ROW VICE CHAIR 001.00 X X 0 0 0 JERRAY SLOCUM TREASURER 001.00 X X 0 0 0 ANN WHITCOMB VICE CHAIR ASST TREASURER 001.00 X X 0 0 0 KATHERINE EDWARDS SECRETARY 001.00 X X 0 0 0 ELIZABETH MAXWELL-SCHMIDT ASST SECRETARY 001.00 X X 0 0 0 ROBERT ARIAS DIRECTOR 001.00 X 0 0 0 FLORENCE CALVERT DIRECTOR 001.00 X 0 0 0 GEORGIANNA CROSBY DIRECTOR 001.00 X 0 0 0 WILLIAM DAVIS DIRECTOR 001.00 X 0 0 0 GINGER FROM DIRECTOR 001.00 X 0 0 0 SONJA GLADWIN DIRECTOR 001.00 X 0 0 0 CHARLES GRUDZINSKAS DIRECTOR 001.00 X 0 0 0 COLLOT GUERARD DIRECTOR 001.00 X 0 0 0 MICHELLE HELLSTERN DIRECTOR 001.00 X 0 0 0 DEB HOWE DIRECTOR 001.00 X 0 0 0 MIMI JONES DIRECTOR 001.00 X 0 0 0 JILL KIDWELL DIRECTOR 001.00 X 0 0 0 MONIQUE LANGSTON DIRECTOR 001.00 X 0 0 0 SHAUN MATHIS DIRECTOR 001.00 X 0 0 0 STEPHEN SOTACK DIRECTOR 001.00 X 0 0 0 MARIE TREANOR DIRECTOR 001.00 X 0 0 0 CHRISTINE YOUNG DIRECTOR 001.00 X 0 0 0 147875 18476 1 false true false 427837 1665535 2093372 CONCERT REVENUE 711130 680337 680337 680337 67795 67795 1906558 2087913 -181355 -181355 2660149 680337 67795 0 0 0 0 196796 173118 6557 17121 0 1435216 1262530 47821 124865 0 48108 42897 1273 3938 128646 113167 4286 11193 0 10000 10000 56122 56122 0 17890 17890 67161 35262 31899 91031 91031 29110 29110 41305 32146 9159 17843 17843 141975 131016 10959 807097 797209 9888 0 0 0 0 7320 5710 1610 22268 13583 8685 BAD DEBT 295750 295750 EDUCATION PROGRAMMING 26347 26347 MUSIC/INSTRUMENT, SCHOOL PROGRAMS 202116 202116 PRINTING, POSTAGE SUPPLIES 164426 144419 20007 42920 766 42154 3849447 3088394 561782 199271 86813 169304 978814 812444 463534 33440 73269 50339 12904 22930 3687682 3468640 4931 3598 5234678 4510356 151391 62087 5925 205061 157316 267148 X 1376831 1643046 3700531 2600162 5077362 4243208 5234678 4510356 -1189298 355144 X false true X true false X 1138916 1331301 4741632 1098177 2093372 10403398 648377 493793 283225 610090 680337 2715822 1787293 1825094 5024857 1708267 2773709 13119220 139582 24889 554500 12183 341850 1073004 139582 24889 554500 12183 341850 1073004 12046216 15225 31715 26123 85250 67795 226108 0 15225 31715 26123 85250 67795 226108 0 0 1802518 1856809 5050980 1793517 2841504 13345328 0.90270 0.91960 0.01690 0.01360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 2537814 173564 147281 2858659 2883966 -346152 2537814 1495520 1184543 203903 2883966 1445765 49755 1495520 1373607 72158 1445765 0.25000 0.75000 false false 73269 50339 22930 22930 Financial derivatives and other financial products Closely-held equity interests Federal income taxes X 3031980 355144 34577 389721 2642259 17890 17890 2660149 3866134 34577 34577 3831557 17890 17890 3849447 V 4 THE ORGANIZATIONS ENDOWMENT IS DESIGNED TO PROVIDE A PERMANENT AND RELIABLE FLOW OF FUNDS TO THE OPERATING BUDGET, WITH THE INTENT THAT THESE FUNDS WILL GROW AT LEAST AS FAST AS THE COST OF GOODS AND SERVICES USED BY ANNAPOLIS SYMPHONY ORCHESTRA, INC. X 2 THE ORGANIZATION IS A NONPROFIT CORPORATION WHOSE REVENUE IS DERIVED FROM CONTRIBUTIONS AND OTHER FUNDRAISING ACTIVITIES AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE ORGANIZATION IS EXEMPT UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE. false false false false false false false false false EDGAR HERRERA FORMER EXECUTIVE DIRECTOR 133875 18476 152351 Form 990, Part III, Line 4A CONTINUED FROM PAGE 2 . THE RECORDINGS WILL BE AVAILABLE AT NO COST TO STUDENTS AND FACULTY ASSOCIATED WITH MANY EDUCATIONAL INSTITUTIONS AROUND THE WORLD WHO HAVE EDUCATIONAL AGREEMENTS WITH NML. VARIOUS PERIODS OF MUSIC HISTORY WERE INCORPORATED IN OUR SEASON, FEATURING DISTINGUISHED GUEST SOLOISTS FROM THE INTERNATIONAL ROSTER OF MUSICAL ARTISTS. THE HOLIDAY POPS CONCERT WAS SOLD OUT. THREE CHAMBER CONCERTS WERE PERFORMED AT LOCATIONS THROUGHOUT ANNE ARUNDEL COUNTY AND NEIGHBORING COUNTIES. WE PERFORMED TWO LABOR DAY OUTDOOR SYMPHONIC CONCERTS, FREE TO THE COMMUNITY, IN QUIET WATERS AND DOWNS. TWO ANNAPOLIS SYMPHONY ACADEMY CONCERTS AND A FAMILY CONCERT AT MARYLAND HALL WERE PERFORMED IN THE YEAR. THE ASO SERVES AS PIT ORCHESTRA FOR THE ANNAPOLIS OPERA AT MARYLAND HALL AND THE US NAVAL ACADEMY. IT IS IMPORTANT TO NOTE THAT ARTISTICALLY, MAESTRO NOVO TOOK THE ORCHESTRA TO NEW LEVELS OF PERFORMANCE FEATURING EVER MORE CHALLENGING COMPOSITIONS AND DIVERSE PIECES THAT APPEAL TO BROADER AUDIENCES. IN THIS SEASON, THIS WAS ON FULL DISPLAY DURING OUR FIRST INTERNATIONAL TOUR TO SPAIN. ACCOMPANIED BY WORLD RENOWNED ARTIST, PEPE ROMERO, THE ASO DELIGHTED AUDIENCES AND EARNED MULTIPLE ENCORES WITH EACH PERFORMANCE. OUR ASO MUSICIANS GREW IN THEIR ARTISTRY. ULTIMATELY WHAT YOU HEAR TODAY FROM THE STAGE WAS SHAPED BY THE TOUR. THE ASOS BRILLIANT PERFORMANCES OF PIECES LIKE MAHLERS 6TH SYMPHONY REFLECT THE DYNAMISM AND NEWNESS OF PURPOSE BROUGHT ABOUT BY THE SHARED EXPERIENCES OF MAESTRO AND OUR MUSICIANS IN SPAIN. Form 990, Part III, Line 4B CONTINUED FROM PAGE 2 THE ACADEMY CREATES A MODEL FOR DIVERSITY THAT EMPHASIZES INTERACTION AND MUTUAL RESPECT IT OFFERS STUDENTS THROUGHOUT THE SCHOOL YEAR. PRIVATE LESSONS, WITH AN OPTION FOR SUMMER LESSONS, WEEKLY ENSEMBLE REHEARSALS, CONCERTS, RECITALS, AND PERFORMANCE OPPORTUNITIES IN THE COMMUNITY CHARACTERIZE A TYPICAL ACADEMY YEAR. WINDS AND BRASS INSTRUCTION ARE SLATED TO BEGIN IN SEASON 62, IN ADDITION TO OUR LONG STANDING STRINGS. WE ARE THE ONLY REGIONAL YOUTH ORCHESTRA WHERE OUR MAESTRO CONDUCTS WEEKLY OUR ACADEMY SESSIONS. OUR EARLY MUSIC EDUCATION PROGRAM CALLED DISCOVERY WHICH IS OFFERED IN A TITLE 1 SCHOOL AS PART OF THE AFTER-SCHOOL ENRICHMENT ACTIVITIES CONTINUES AND TWO MORE LOCATIONS ARE SLATED TO OPEN IN THE NEXT SEASON. THE ASO ACADEMY PROVIDES ALL MUSICAL INSTRUMENTS FOR THESE YOUNG LEARNERS TO BEGIN UNDERSTANDING NOTES, COMPOSITION, AND SOUND AT A VERY EARLY AGE. THE ASO ALSO PROVIDES ADULT EDUCATION WITH PRE-CONCERT LECTURES HELD BEFORE EVERY MASTERWORKS. THE ASO PERFORMS IN OUR LOCAL COMMUNITY EXTENSIVELY IN THE YEAR. OUR SMALL ENSEMBLE PERFORMANCES PROVIDE A COMMUNITY SERVICE TO RETIREMENT HOMES, ASSISTED LIVING CENTERS, MENTAL HEALTH FACILITIES, ADDICTION FACILITIES, COMMUNITY CENTERS, HOSPITAL EVENTS, AND WE PERFORMED A TOTAL OF 24 TIMES IN THE YEAR. MANY MORE HOURS ARE SPENT PERFORMING IN THE COMMUNITY THAN SPENT IN A CONCERT HALL. THE ASO IS COMMITTED TO MAKING MUSIC AND CONCERTS ACCESSIBLE AND IT PROUDLY SHARES TICKETS TO ALL ITS CONCERTS WITH THE UNDERSERVED COMMUNITIES TO HELP BRING MORE MUSIC TO MORE PEOPLE. Form 990, Part VI, Section B, Line 11B THE FORM 990 IS INITIALLY REVIEWED BY THE FINANCE COMMITTEE AND THEN DISTRIBUTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO SUBMISSION WITH THE IRS. Form 990, Part VI, Section B, Line 12C TRUSTEES ARE REQUIRED TO SIGN AN ANNUAL AFFIRMATION OF COMPLIANCE AND DISCLOSURE STATEMENT EACH YEAR. A BOARD MEMBER WHO HAS AN ACTIVE INTEREST IN ANOTHER PERSON OR PURPOSE WITHIN THE ASO OR ANOTHER ORGANIZATION THAT PRESENTS A POTENTIAL CONFLICT SHALL EXERCISE RECUSAL IN ANY DISCUSSION AND ACTION ON ISSUES RELATING TO THAT PERSON OR ORGANIZATION. Form 990, Part VI, Section B, Line 15A COMPENSATION OF THE EXECUTIVE DIRECTOR AND THE MUSIC DIRECTOR IS REVIEWED ANNUALLY BY THE CHAIR OF THE BOARD IN COORDINATION WITH THE PERSONNEL COMMITTEE. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE FOR REVIEW ON GUIDESTAR.COM.