Nonprofit · EIN 31-1209783
BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA
Tax-exempt · CINCINNATI, OH 45242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $163,214 | $159,157 | $4,057 | $257,745 | $2,247 | $255,498 |
| December 31, 2023 | 990-EZ | $168,210 | $138,641 | $29,569 | $250,490 | $0 | $250,490 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $143,681
- Program service revenue
- $8,391
- Net income from fundraising events
- $5,186
- Other revenue
- $5,956
Expenses
- Grants and similar amounts paid
- $3,200
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $109,377
- Occupancy
- $972
- Other expenses
- $45,608
- Program services (functional)
- $159,157
Balance sheet and other
- Total assets, start of year
- $250,490
- Total assets, end of year
- $257,745
- Total liabilities, end of year
- $2,247
- Net assets, end of year
- $255,498
- Cash, savings and investments
- $33,853
- Gross receipts
- $163,214
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE ULMER | MANAGER | 10 | $0 |
| MIMI SINCLAIR | PRESIDENT | 1 | $0 |
| SCOTT BRODY | VICE PRESIDENT | 1 | $0 |
| TIM LEVAN | TREASURER | 1 | $0 |
| APRIL MUMMERT | SECRETARY | 1 | $0 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE ULMER | MANAGER | 10 | $0 |
| MIMI SINCLAIR | PRESIDENT | 1 | $0 |
| SCOTT BRODY | VICE PRESIDENT | 1 | $0 |
| TIM LEVAN | TREASURER | 1 | $0 |
| APRIL MUMMERT | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 42176, CINCINNATI, OH 45242-0176
- In care of
- % TIM LEVAN
- Signed the 990-EZ
- TIM LEVAN, TREASURER
- Phone
- (513) 549-2197
- Website
- WWW.BAMSO.ORG
- Return prepared by
- Fermann Staun and Co LLC
Mission
SEE SCHEDULE O
Program accomplishments
- PERFORM OPEN CONCERTS TO THE PUBLIC FREE OF CHARGEExpenses $155,957
- AWARDS TO ASPIRING MUSICIANSExpenses $3,200
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 31-1209783
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A69Z)
- Assets (IRS master file)
- $257,745
- Income (IRS master file)
- $163,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $163,214 | $159,157 | $257,745 | IRS |
| 990-EZ | December 2023 | $168,210 | $138,641 | $250,490 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 31-1209783).
Questions about BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA
- What is the EIN of BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA?
- The employer identification number (EIN) of BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA is 31-1209783.
- Is BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA 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 BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA?
- The 990-EZ for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does BLUE ASH-MONTGOMERY SYMPHONY ORCHESTRA have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $163,214, expenses of $159,157 and total assets of $257,745 at year end.
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