Nonprofit · EIN 38-6005710
KALAMAZOO SYMPHONY ORCHESTRA
Tax-exempt · KALAMAZOO, MI 49007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $3,296,983 | $3,983,363 | -$686,380 | $28,251,907 | $629,505 | $27,622,402 |
| August 31, 2024 | 990 | $3,006,356 | $3,684,789 | -$678,433 | $26,953,248 | $878,742 | $26,074,506 |
| August 31, 2023 | 990 | $2,628,015 | $3,547,799 | -$919,784 | $23,631,946 | $474,719 | $23,157,227 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $1,866,501
- Membership dues
- $3,500
- Program service revenue
- $920,321
- Investment income
- $507,863
- Net income from fundraising events
- -$38,470
- Other revenue
- $2,298
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $209,557
- Other salaries and wages
- $1,749,248
- Salaries, compensation and benefits (total)
- $2,263,662
- Professional fundraising fees
- $0
- Legal fees
- $3,746
- Accounting fees
- $17,200
- Occupancy
- $158,191
- Travel
- $152,783
- Depreciation
- $30,256
- Program services (functional)
- $3,317,625
- Management and general (functional)
- $433,161
- Fundraising (functional)
- $232,577
Balance sheet and other
- Total assets, start of year
- $26,953,248
- Total assets, end of year
- $28,251,907
- Total liabilities, end of year
- $629,505
- Net assets, end of year
- $27,622,402
- Land, buildings and equipment
- $479,240
- Publicly traded securities
- $26,121,464
- Net assets without donor restrictions
- $19,096,611
- Net assets with donor restrictions
- $8,525,791
- Gross unrelated business income
- $6,533
- Gross receipts
- $3,335,453
- Employees
- 284
- Volunteers
- 150
- Year formed
- 1920
- State of legal domicile
- MI
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSICA MALLOW GULLEY | PAST PRESIDE Trustee or director, Officer | 40 | $145,132 | $8,858 |
| JULIAN KUERTI | MUSIC DIRECT Trustee or director, Officer | 5 | $64,425 | $0 |
| CURTIS HALL | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KAREN ISBLE | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| THOMAS L DREWS | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JOSCELYN CEKOLA BOUCHER | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT MCDOUGALL | INVESTMENT C Trustee or director, Officer | 5 | $0 | $0 |
| STEPHANIE SLINGERLAND | DEVELOPMENT Trustee or director, Officer | 5 | $0 | $0 |
| AJOY K GHOSH | EDUCATION CH Trustee or director, Officer | 5 | $0 | $0 |
| STEPHEN AILES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REHEMA BARBER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JILL BISH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELIZABETH BURNS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FIONA DENNY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANDY DOMINIANNI | DIRECTOR Trustee or director | 2 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICOLE DYSON | DIRECTOR Trustee or director | 2 | $0 |
| MITCHELL FOLEY | DIRECTOR Trustee or director | 2 | $0 |
| JULIE EVANS LITTLE | DIRECTOR Trustee or director | 2 | $0 |
| DANIEL GUSTIN | DIRECTOR Trustee or director | 2 | $0 |
| AIMEE JACHYM | DIRECTOR Trustee or director | 2 | $0 |
| FRITZ KLUG | DIRECTOR Trustee or director | 2 | $0 |
| JAMES MCINTYRE | DIRECTOR Trustee or director | 2 | $0 |
| COLLEEN MCBRIDE | DIRECTOR Trustee or director | 2 | $0 |
| MAYA NASHEF | DIRECTOR Trustee or director | 2 | $0 |
| DERL OBERLIN | DIRECTOR Trustee or director | 2 | $0 |
| SHAUNNA A PADGETT | DIRECTOR Trustee or director | 2 | $0 |
| EVAN PAUKEN | DIRECTOR Trustee or director | 2 | $0 |
| JANE ROOKS ROSS | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL SCHLACK | DIRECTOR Trustee or director | 2 | $0 |
| DOREEN THOMAS | DIRECTOR Trustee or director | 2 | $0 |
| DAVID THOMS | DIRECTOR Trustee or director | 2 | $0 |
| LAURA VAN POPERING | DIRECTOR Trustee or director | 2 | $0 |
| SHAMRA VANWAGONER | DIRECTOR Trustee or director | 2 | $0 |
| D TERRY WILLIAMS | DIRECTOR Trustee or director | 2 | $0 |
| STEPHEN WILLIAMS | DIRECTOR Trustee or director | 2 | $0 |
| AMY WILLIAMS | PRESIDENT AN Officer | 40 | $0 |
990 for the year ended August 31, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSICA MALLOW GULLEY | PRESIDENT & Trustee or director, Officer | 40 | $123,141 | $9,322 |
| JULIAN KUERTI | MUSIC DIRECT Trustee or director, Officer | 5 | $69,121 | $10,694 |
| CURTIS HALL | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KAREN ISBLE | PRESIDENT-EL Trustee or director, Officer | 5 | $0 | $0 |
| THOMAS L DREWS | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| PATRICIA KENTER | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| LYNN L CHEN-ZHANG | COMMITTEE CH Trustee or director, Officer | 2 | $0 | $0 |
| STEPHANIE SLINGERLAND | COMMITTEE CH Trustee or director, Officer | 2 | $0 | $0 |
| RENEE PEARL | IMMED PAST P Trustee or director, Officer | 5 | $0 | $0 |
| STEPHEN AILES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REHEMA BARBER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JILL BISH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOSCELYN CEKOLA BOUCHER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES BRIDENSTINE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELIZABETH BURNS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANDY DOMINIANNI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICOLE DYSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JULIE EVANS LITTLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RONALD FOOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AJOY K GHOSH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DANIEL GUSTIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AIMEE JACHYM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRITZ KLUG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CINDY KOLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLLEEN MCBRIDE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT MCDOUGALL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TOM MEYERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MAYA NASHEF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DERL OBERLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANE ROOKS ROSS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL SCHLACK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID THOMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA VAN POPERING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHAMRA VANWAGONER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| D TERRY WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended August 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSICA MALLOW GULLEY | EXECUTIVE DI Trustee or director, Officer | 40 | $120,987 | $12,351 |
| JULIAN KUERTI | MUSIC DIRECT Trustee or director, Officer | 5 | $70,811 | $14,730 |
| RENEE PEARL | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| CURTIS HALL | PRESIDENT EL Trustee or director, Officer | 5 | $0 | $0 |
| THOMAS L DREWS | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| PATRICIA KENTER | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| LYNN L CHEN-ZHANG | COMMITTEE CH Trustee or director, Officer | 2 | $0 | $0 |
| KAREN ISBLE | COMMITTEE CH Trustee or director, Officer | 2 | $0 | $0 |
| STEPHANIE SLINGERLAND | COMMITTEE CH Trustee or director, Officer | 2 | $0 | $0 |
| REHEMA BARBER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NKENGE BERGAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES BRIDENSTINE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELIZABETH BURNS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANDY DOMINIANNI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICOLE DYSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RONALD FOOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DANIEL GUSTIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AIMEE JACHYM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATIE JOHNSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRITZ KLUG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CINDY KOLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLLEEN MCBRIDE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TOM MEYERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DERL OBERLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANE ROOKS ROSS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL SCHLACK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID THOMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DARREN TIMMENEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHAMRA VANWAGONER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| D TERRY WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 359 S KALAMAZOO MALL STE 100, KALAMAZOO, MI 49007-4843
- In care of
- % JESSICA MALLOW GULLEY
- Principal officer (990 for 2024)
- AMY WILLIAMS, 359 S KALAMAZOO MALL, KALAMAZOO, MI 49007
- Signed the 990
- AMY WILLIAMS, PRESIDENT AND CEO
- Phone
- (269) 349-7759
- Website
- WWW.KALAMAZOOSYMPHONY.COM
- Return prepared by
- SEBER TANS PLC
Mission
THE MISSION OF THE KALAMAZOO SYMPHONY ORCHESTRA IS TO SERVE OUR COMMUNITY THROUGH OUTSTANDING MUSICAL LISTENING AND LEARNING EXPERIENCES.
Program accomplishments
- PRESENTATION OF OVER FORTY EVENTS EACH YEAR, INCLUDING SIX SEASON SUBSCRIPTION CONCERTS AND RELATED ACTIVITIES, EDUCATIONAL CONCERTS, LECTURES, CHAMBER CONCERTS, POPS CONCERTS AND FAMILY CONCERTS.Expenses $3,317,625 · revenue $920,321
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 38-6005710
- 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
- 1958
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $28,251,907
- Income (IRS master file)
- $3,335,453
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $3,296,983 | $3,983,363 | $28,251,907 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $3,006,356 | $3,684,789 | $26,953,248 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $2,628,015 | $3,547,799 | $23,631,946 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $2,938,902 | $3,773,036 | $22,806,442 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 38-6005710).
Questions about KALAMAZOO SYMPHONY ORCHESTRA
- What is the EIN of KALAMAZOO SYMPHONY ORCHESTRA?
- The employer identification number (EIN) of KALAMAZOO SYMPHONY ORCHESTRA is 38-6005710.
- Is KALAMAZOO SYMPHONY ORCHESTRA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to KALAMAZOO SYMPHONY ORCHESTRA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KALAMAZOO 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 KALAMAZOO SYMPHONY ORCHESTRA due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KALAMAZOO SYMPHONY ORCHESTRA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of KALAMAZOO SYMPHONY ORCHESTRA?
- The 990 for the year ended August 31, 2025 names AMY WILLIAMS.
- Who are the officers and directors of KALAMAZOO SYMPHONY ORCHESTRA?
- The 990 for the year ended August 31, 2025 lists 36 people; 2 received compensation from the organization, the highest $145,132 (JESSICA MALLOW GULLEY, PAST PRESIDE).
- How much revenue does KALAMAZOO SYMPHONY ORCHESTRA have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $3,296,983, expenses of $3,983,363 and total assets of $28,251,907 at year end.
Other nonprofits in KALAMAZOO
- LARRY J BELL LIBRARY FOUNDATION EIN 87-1650953 · last filed 990-PF for 2024
- KALAMAZOO INSTITUTE OF ARTS EIN 38-1617060 · last filed 990 for 2025
- IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL EIN 38-2868071 · last filed 990 for 2025
- ROOTEAD ENRICHMENT CENTER EIN 47-1161414 · last filed 990 for 2025
- FARMERS ALLEY THEATRE INC EIN 26-2692394 · last filed 990 for 2025
- INSTITUTE OF PUBLIC SCHOLARSHIP EIN 92-0248783 · last filed 990 for 2024
- KALAMAZOO ARTS COUNCIL INC EIN 38-6121183 · last filed 990 for 2025
- PUBLIC MEDIA NETWORK EIN 38-2564383 · last filed 990 for 2025
All nonprofits in KALAMAZOO · Michigan · Arts, culture and humanities