Nonprofit · EIN 23-7001357
ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC
Tax-exempt · ANNAPOLIS, MD 21401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,321,432 | $2,740,146 | $2,581,286 | $8,699,982 | $231,849 | $8,468,133 |
| June 30, 2024 | 990 | $3,919,972 | $2,698,610 | $1,221,362 | $5,847,910 | $247,256 | $5,600,654 |
| June 30, 2023 | 990 | $2,660,149 | $3,849,447 | -$1,189,298 | $4,510,356 | $267,148 | $4,243,208 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,154,210
- of which government grants
- $219,765
- Program service revenue
- $617,254
- Investment income
- $338,965
- Net gain from sales of assets
- $136,500
- Net income from fundraising events
- $4,520
- Other revenue
- $211,003
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $255,873
- Other salaries and wages
- $1,242,694
- Salaries, compensation and benefits (total)
- $1,645,206
- Professional fundraising fees
- $0
- Legal fees
- $14,000
- Accounting fees
- $58,305
- Occupancy
- $158,132
- Travel
- $22,540
- Depreciation
- $7,787
- Program services (functional)
- $2,066,488
- Management and general (functional)
- $494,351
- Fundraising (functional)
- $179,307
Balance sheet and other
- Total assets, start of year
- $5,847,910
- Total assets, end of year
- $8,699,982
- Total liabilities, end of year
- $231,849
- Net assets, end of year
- $8,468,133
- Land, buildings and equipment
- $10,955
- Publicly traded securities
- $7,556,895
- Net assets without donor restrictions
- $4,948,302
- Net assets with donor restrictions
- $3,519,831
- Gross receipts
- $7,675,082
- Employees
- 210
- Volunteers
- 60
- Year formed
- 1967
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSE LUIS-NOVO | ARTISITIC DIRECTOR AND CONDUCTOR Trustee or director, Key employee | 40 | $150,135 | $25,498 |
| RALPH KUNCL | FORMER EXECUTIVE DIRECTOR Trustee or director, Officer, Former | 40 | $15,408 | $0 |
| KATHERINE EDWARDS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE HELLSTERN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN SOTACK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANN WHITCOMB | VICE PRESIDENT-FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| MONIQUE LANGSTON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT ARIAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGIANNA CROSBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GINGER FROM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SONJA GLADWIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES GRUDZINSKAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COLLOT GUERARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIZABETH MAXWELL-SCHMIDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEB HOWE | DIRECTOR Trustee or director | 1 | $0 |
| MIMI JONES | DIRECTOR Trustee or director | 1 | $0 |
| JILL KIDWELL | DIRECTOR Trustee or director | 1 | $0 |
| JEANNE KELLY | DIRECTOR Trustee or director | 1 | $0 |
| MARIE TREANOR | DIRECTOR Trustee or director | 1 | $0 |
| FLORENCE CALVERT | DIRECTOR Trustee or director | 1 | $0 |
| MARY MCKIEL PHD | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM HOFF | DIRECTOR Trustee or director | 1 | $0 |
| SHELLEY ROW | DIRECTOR Trustee or director | 1 | $0 |
| ERICA BONDAREV RAPACH | EXECUTIVE DIRECTOR 4/25 - 6/25 Trustee or director, Officer | 40 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSE LUIS-NOVO | ARTISITIC DIRECTOR AND CONDUCTOR Trustee or director, Key employee | 40 | $124,249 | $23,251 |
| BARBARA RANDOLPH | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $124,583 | $8,775 |
| SHELLEY ROW | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KATHERINE EDWARDS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN SOTACK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANN WHITCOMB | VICE PRESIDENT-FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| MONIQUE LANGSTON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH MAXWELL-SCHMIDT | ASST SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT ARIAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGIANNA CROSBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GINGER FROM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SONJA GLADWIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES GRUDZINSKAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COLLOT GUERARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE HELLSTERN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEB HOWE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIMI JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JILL KIDWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JERRAY SLOCUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIZABETH MAXWELL SCHMIDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIE TREANOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FLORENCE CALVERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY MCKIEL PHD | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 |
| RALPH KUNCL | CHIEF EXECUTIVE OFFICER AS OF 4/1/2024 Trustee or director, Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EDGAR HERRERA | FORMER EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $133,875 | $18,476 |
| BARBARA RANDOLPH | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $14,000 | $0 |
| MARY MCKIEL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SHELLEY ROW | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JERRAY SLOCUM | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANN WHITCOMB | VICE CHAIR ASST TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KATHERINE EDWARDS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH MAXWELL-SCHMIDT | ASST SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT ARIAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FLORENCE CALVERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGIANNA CROSBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GINGER FROM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SONJA GLADWIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES GRUDZINSKAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COLLOT GUERARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE HELLSTERN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEB HOWE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIMI JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JILL KIDWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MONIQUE LANGSTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAUN MATHIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN SOTACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIE TREANOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 801 CHASE ST, ANNAPOLIS, MD 21401-3530
- In care of
- % MARSHALL MENTZ
- Principal officer (990 for 2024)
- KATHERINE EDWARDS, 801 CHASE ST, ANNAPOLIS, MD 21401
- Signed the 990
- KATHERINE EDWARDS, CHAIR
- Phone
- (410) 269-1132
- Website
- WWW.ANNAPOLISSYMPHONY.ORG
- Return prepared by
- Alta CPA Group
Mission
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.
Program accomplishments
- 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.Expenses $260,202 · revenue $617,254
- 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 OExpenses $1,806,286
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7001357
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $8,699,982
- Income (IRS master file)
- $7,675,082
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,321,432 | $2,740,146 | $8,699,982 | XML |
| 990 | June 2024 | $3,919,972 | $2,698,610 | $5,847,910 | XML |
| 990 | June 2023 | $2,660,149 | $3,849,447 | $4,510,356 | XML |
| 990 | June 2022 | $1,747,848 | $2,854,468 | $5,234,678 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7001357).
Questions about ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC
- What is the EIN of ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC?
- The employer identification number (EIN) of ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC is 23-7001357.
- Is ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names KATHERINE EDWARDS.
- Who are the officers and directors of ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 25 people; 2 received compensation from the organization, the highest $150,135 (JOSE LUIS-NOVO, ARTISITIC DIRECTOR AND CONDUCTOR).
- How much revenue does ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,321,432, expenses of $2,740,146 and total assets of $8,699,982 at year end.
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- HISTORIC ANNAPOLIS INC EIN 52-0645783 · last filed 990 for 2025
- MARYLAND HALL FOR THE CREATIVE ARTS INC EIN 52-1164469 · last filed 990 for 2025
- THE BALLET THEATRE OF MARYLAND INCORPORATED EIN 52-1151372 · last filed 990 for 2025
- ANNAPOLIS OPERA INCORPORATED EIN 23-7321514 · last filed 990 for 2025
- ANNAPOLIS FILM FESTIVAL INC EIN 36-4730103 · last filed 990 for 2025
- CLASSIC THEATRE OF MARYLAND EIN 27-3672057 · last filed 990 for 2023
- CHILDRENS THEATRE OF ANNAPOLIS INC EIN 23-7003491 · last filed 990 for 2025
- HAMMOND HARWOOD HOUSE ASSOC INC EIN 52-0607900 · last filed 990 for 2024
All nonprofits in ANNAPOLIS · Maryland · Arts, culture and humanities