Nonprofit · EIN 38-6069701
ANN ARBOR SYMPHONY ORCHESTRA INC
Tax-exempt · ANN ARBOR, MI 48103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,343,839 | $2,085,389 | $1,258,450 | $5,392,014 | $260,596 | $5,131,418 |
| June 30, 2024 | 990 | $2,052,715 | $2,067,972 | -$15,257 | $4,037,958 | $253,331 | $3,784,627 |
| June 30, 2023 | 990 | $2,036,456 | $1,867,524 | $168,932 | $3,830,208 | $351,088 | $3,479,120 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,037,197
- of which government grants
- $559,624
- Program service revenue
- $831,280
- Investment income
- $435,332
- Net gain from sales of assets
- $331,113
- Net income from fundraising events
- -$5,453
- Other revenue
- $40,030
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $228,268
- Salaries, compensation and benefits (total)
- $1,427,747
- Professional fundraising fees
- $0
- Accounting fees
- $32,700
- Occupancy
- $114,450
- Travel
- $70,688
- Depreciation
- $3,139
- Program services (functional)
- $1,459,296
- Management and general (functional)
- $390,455
- Fundraising (functional)
- $235,638
Balance sheet and other
- Total assets, start of year
- $4,037,958
- Total assets, end of year
- $5,392,014
- Total liabilities, end of year
- $260,596
- Net assets, end of year
- $5,131,418
- Land, buildings and equipment
- $8,006
- Publicly traded securities
- $4,639,202
- Net assets without donor restrictions
- $450,432
- Net assets with donor restrictions
- $4,680,986
- Gross receipts
- $3,583,635
- Employees
- 284
- Volunteers
- 312
- Year formed
- 1966
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sarah E Calderini | Executive Director Trustee or director, Officer | 40 | $100,924 |
| Earl Lee | Music Director Trustee or director, Officer | 18 | $98,291 |
| Lesa Huget | President Trustee or director, Officer | 5 | $0 |
| Jon Beebe | First V.P. Trustee or director, Officer | 2 | $0 |
| Steven E Gerber | Director Trustee or director | 2 | $0 |
| Daniel B Clark | Treasurer Trustee or director, Officer | 2 | $0 |
| Carol A Sewell | Past President Trustee or director, Officer | 2 | $0 |
| Jane Arvidson Panikkar | V.P. of Artistic Affairs Trustee or director, Officer | 2 | $0 |
| Sassa Akervall | V.P. of Development Trustee or director, Officer | 2 | $0 |
| Diana Raimi | V.P. of Policy Trustee or director, Officer | 2 | $0 |
| Rajani Bhat | Director Trustee or director | 1 | $0 |
| Martha A Darling | Director Trustee or director | 2 | $0 |
| Andre Dowell | Director Trustee or director | 1 | $0 |
| J Robert Gates | Director Trustee or director | 2 | $0 |
| Richard D Hendricks | Director Trustee or director | 2 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Henry Johnson | Director Trustee or director | 1 | $0 |
| Roderick J Little | Director Trustee or director | 2 | $0 |
| Brigitte A Maassen | Director Trustee or director | 1 | $0 |
| William J Maxbauer | Director Trustee or director | 1 | $0 |
| Daniel Merritt | Director Trustee or director | 1 | $0 |
| Sarah Bishara | Secretary Trustee or director, Officer | 1 | $0 |
| Barbara Sturgis-Everett | Director Trustee or director | 1 | $0 |
| Elisabeth Vanderpool | Director Trustee or director | 1 | $0 |
| Daniel Washington | Director Trustee or director | 1 | $0 |
| David Malcolm | Director Trustee or director | 1 | $0 |
| Remedios Montalbo Young | Director Trustee or director | 1 | $0 |
| Chris Conlin | Director Trustee or director | 1 | $0 |
| Peter Vanbeck | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH E CALDERINI | EXECUTIVE OF Trustee or director, Officer | 40 | $97,190 |
| EARL LEE | MUSIC DIRECT Trustee or director, Officer | 18 | $85,622 |
| LESA HUGET | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JON BEEBE | FIRST V.P. Trustee or director, Officer | 2 | $0 |
| STEVEN E GERBER | SECRETARY Trustee or director, Officer | 2 | $0 |
| DANIEL B CLARK | TREASURER Trustee or director, Officer | 2 | $0 |
| CAROL A SEWELL | PAST PRESIDE Trustee or director, Officer | 2 | $0 |
| JANE ARVIDSON PANIKKAR | V.P. OF ART Trustee or director, Officer | 2 | $0 |
| SASSA AKERVALL | V.P. OF DEVE Trustee or director, Officer | 2 | $0 |
| DIANA RAIMI | V.P. OF POLI Trustee or director, Officer | 2 | $0 |
| CONSTANCE A BRIDGES | DIRECTOR Trustee or director | 1 | $0 |
| MARTHA A DARLING | DIRECTOR Trustee or director | 2 | $0 |
| ANDRE DOWELL | DIRECTOR Trustee or director | 1 | $0 |
| J ROBERT GATES | DIRECTOR Trustee or director, Officer | 2 | $0 |
| RICHARD D HENDRICKS | DIRECTOR Trustee or director, Officer | 2 | $0 |
| HENRY JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| RODERICK J LITTLE | DIRECTOR Trustee or director, Officer | 2 | $0 |
| BRIGITTE A MAASSEN | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM J MAXBAUER | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL MERRITT | DIRECTOR Trustee or director | 1 | $0 |
| ARUNA SARMA | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA STURGIS-EVERETT | DIRECTOR Trustee or director | 1 | $0 |
| ELISABETH VANDERPOOL | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL WASHINGTON | DIRECTOR Trustee or director | 1 | $0 |
| JANE WILKINSON | DIRECTOR Trustee or director | 1 | $0 |
| REMEDIOS MONTALBO YOUNG | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH E CALDERINI | EXECUTIVE OF Trustee or director, Officer | 40 | $95,782 | $22,671 |
| EARL LEE | MUSIC DIRECT Trustee or director, Officer | 18 | $37,250 | $0 |
| CAROL A SEWELL | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| LESA HUGET | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN E GERBER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DANIEL B CLARK | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GEOFFREY BARNES | PAST PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| SARAH L BISHARA | VP MARKETING Trustee or director, Officer | 2 | $0 | $0 |
| CONSTANCE A BRIDGES | VP DEVELOPME Trustee or director, Officer | 2 | $0 | $0 |
| MARTHA A DARLING | VP POLICY Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD D HENDRICKS | DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| RODERICK J LITTLE | VP ARTISTIC Trustee or director, Officer | 2 | $0 | $0 |
| JEFFREY S MCKELVEY | VP EDUCATION Trustee or director, Officer | 2 | $0 | $0 |
| SASSA AKERVALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON BEEBE | CO-VP SPECIA Trustee or director | 2 | $0 | $0 |
| ANDRE DOWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES B FROEHLICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SYLVIA M FUNK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J ROBERT GATES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE GATES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID A GIER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID J HERZIG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HENRY JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTINE KERNS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIGITTE A MAASSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM J MAXBAUER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE ARVIDSON PANIKKAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANA RAIMI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ARUNA SARMA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA STURGIS-EVERETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARCEL TOLLE | HONORARY LIF Trustee or director | 1 | $0 | $0 |
| ELISABETH VANDERPOOL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE WILKINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REMEDIOS MONTALBO YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 35 RESEARCH DR STE 100, ANN ARBOR, MI 48103-2981
- Principal officer (990 for 2024)
- Sarah Calderini, 35 Research Drive Suite 100, Ann Arbor, MI 48103
- Signed the 990
- Sarah Calderini, Executive Director
- Phone
- (734) 994-4801
- Website
- www.a2so.com
- Return prepared by
- YEO & YEO PC
Mission
To nuture a life-long love of music through imaginative and inspiring experiences for the listeners of today and tomorrow.
Program accomplishments
- 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.Expenses $1,201,455 · revenue $831,280
- Education in the performance arts, specifically music.Expenses $257,841
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
- 38-6069701
- 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
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,392,014
- Income (IRS master file)
- $3,583,635
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,343,839 | $2,085,389 | $5,392,014 | IRS |
| 990 | June 2024 | $2,052,715 | $2,067,972 | $4,037,958 | IRS |
| 990 | June 2023 | $2,036,456 | $1,867,524 | $3,830,208 | XML |
| 990 | June 2022 | $2,567,889 | $1,575,655 | $3,657,914 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 38-6069701).
Questions about ANN ARBOR SYMPHONY ORCHESTRA INC
- What is the EIN of ANN ARBOR SYMPHONY ORCHESTRA INC?
- The employer identification number (EIN) of ANN ARBOR SYMPHONY ORCHESTRA INC is 38-6069701.
- Is ANN ARBOR SYMPHONY ORCHESTRA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to ANN ARBOR SYMPHONY ORCHESTRA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANN ARBOR SYMPHONY ORCHESTRA 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 ANN ARBOR SYMPHONY ORCHESTRA 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 ANN ARBOR SYMPHONY ORCHESTRA 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 ANN ARBOR SYMPHONY ORCHESTRA INC?
- The 990 for the year ended June 30, 2025 names Sarah Calderini.
- Who are the officers and directors of ANN ARBOR SYMPHONY ORCHESTRA INC?
- The 990 for the year ended June 30, 2025 lists 28 people; 2 received compensation from the organization, the highest $100,924 (Sarah E Calderini, Executive Director).
- How much revenue does ANN ARBOR SYMPHONY ORCHESTRA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,343,839, expenses of $2,085,389 and total assets of $5,392,014 at year end.
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