Civic Intelligence

Amherst Symphony Orchestra Association Inc.

990 • Fiscal year 2024 • EIN 16-0806883

Jun 01, 2023 to May 31, 2024 • Filed on Feb 03, 2025

PO Box 1083Williamsville, NY 14231

(716) 830-5611

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2024 filings • NTEE A • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.15x

Higher debt load relative to revenue than 83% of similar nonprofits.

2024 filings • NTEE A • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2024 filings • NTEE A • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE A • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2024 filings • NTEE A • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-38%

Faster revenue growth than 19% of similar nonprofits.

2024 filings • NTEE A • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$211,594

Up $14,058 (+7.1%) from 2023

Net Assets

Up

$198,900

Up $16,743 (+9.2%) from 2023

Liabilities

Down

$12,694

Down $2,685 (-17%) from 2023

Revenue

Down

$85,578

Down $51,757 (-38%) from 2023

Expenses

Down

$101,903

Down $31,212 (-23%) from 2023

Net Income

Down

-$16,325

Down $20,545 (-487%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $87,594Liabilities 2011: $02011Assets 2012: $76,258Liabilities 2012: $0Net Assets 2012: $76,2582012Assets 2013: $71,983Liabilities 2013: $02013Assets 2014: $67,938Net Assets 2014: $67,9382014Assets 2015: $66,716Liabilities 2015: $1,155Net Assets 2015: $65,5612015Assets 2016: $89,207Liabilities 2016: $0Net Assets 2016: $89,2072016Assets 2017: $99,710Liabilities 2017: $7,413Net Assets 2017: $92,2972017Assets 2018: $107,340Liabilities 2018: $275Net Assets 2018: $107,0652018Assets 2019: $125,666Liabilities 2019: $15,194Net Assets 2019: $110,4722019Assets 2020: $117,660Liabilities 2020: $13,349Net Assets 2020: $104,3112020Assets 2021: $172,074Liabilities 2021: $255Net Assets 2021: $171,8192021Assets 2022: $191,506Liabilities 2022: $3,003Net Assets 2022: $188,5032022Assets 2023: $197,536Liabilities 2023: $15,379Net Assets 2023: $182,1572023Assets 2024: $211,594Liabilities 2024: $12,694Net Assets 2024: $198,9002024Assets 2025: $233,445Liabilities 2025: $17,059Net Assets 2025: $216,3862025

Highlighted filing

2024

Assets$211,594
Liabilities$12,694
Net Assets$198,900

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $84,892Expenses 2011: $84,367Net Income 2011: $5252011Revenue 2012: $94,920Expenses 2012: $105,674Net Income 2012: -$10,7542012Revenue 2013: $83,648Expenses 2013: $87,983Net Income 2013: -$4,3352013Revenue 2014: $80,242Expenses 2014: $84,350Net Income 2014: -$4,1082014Revenue 2015: $86,716Expenses 2015: $89,030Net Income 2015: -$2,3142015Revenue 2016: $111,307Expenses 2016: $89,582Net Income 2016: $21,7252016Revenue 2017: $91,539Expenses 2017: $92,209Net Income 2017: -$6702017Revenue 2018: $97,248Expenses 2018: $77,643Net Income 2018: $19,6052018Revenue 2019: $99,030Expenses 2019: $94,670Net Income 2019: $4,3602019Revenue 2020: $79,844Expenses 2020: $83,429Net Income 2020: -$3,5852020Revenue 2021: $85,747Expenses 2021: $30,530Net Income 2021: $55,2172021Revenue 2022: $71,985Expenses 2022: $58,361Net Income 2022: $13,6242022Revenue 2023: $137,335Expenses 2023: $133,115Net Income 2023: $4,2202023Revenue 2024: $85,578Expenses 2024: $101,903Net Income 2024: -$16,3252024Revenue 2025: $100,284Expenses 2025: $99,614Net Income 2025: $6702025

Highlighted filing

2024

Revenue$85,578
Expenses$101,903
Net Income-$16,325
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Feb 3, 2025
Return Version
2023v6.0
Gross Receipts
$85,578
Mission and Program Overview

Mission

Provide free concerts to the community featuring various kinds of music, classical, pops, christmas etc

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$119,024$152,093▲ $33,069
Cash and Non-Interest-Bearing Accounts$33,201$32,236▼ $965
Savings and Temporary Cash Investments$44,494$24,034▼ $20,460
Prepaid Expenses and Deferred Charges$464$2,964▲ $2,500
Inventories for Sale or Use$353$267▼ $86
Total Assets$197,536$211,594▲ $14,058
Liabilities
Accounts Payable and Accrued Expenses$13,619$10,579▼ $3,040
Other Liabilities$1,760$2,115▲ $355
Total Liabilities$15,379$12,694▼ $2,685
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$107,370$100,710▼ $6,660
Net Assets With Donor Restrictions$74,787$98,190▲ $23,403
Total Net Assets Fund Balance$182,157$198,900▲ $16,743
Total Liabilities and Net Assets / Fund Balance$197,536$211,594▲ $14,058
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$77,223
Program Service Revenue
$0
Investment Income
$6,541
Other Revenue
$1,814
All Other Contributions
$41,763
Change in Net Assets
$-16,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,903
Total Fundraising Expense$1,363
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$50,640--$50,640
Advertising$14,694--$14,694
Office Expenses$5,628$2,493$1,355$9,476
Occupancy$9,449--$9,449
Insurance-$2,620-$2,620
Other Expenses$2,000$135-$2,000
All Other Expenses$1,258$645$8$1,911
Conferences and Meetings-$493-$493
Total Functional Expenses$94,154$6,386$1,363$101,903
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance Mischler$2,115
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Richard wojtowicz diane wojtowicz vicepres ser director spouse

Form 990, Page 6, Part VI, Line 11B

Emailed return to entire board. Met as necessary with some board members.

Form 990, Page 6, Part VI, Line 19

By request, either online or in writing

Filing and Contact Details

Filer

Filer Name
Amherst Symphony Orchestra
EIN
16-0806883
Phone
7168305611
Address
PO BOX 1083, WILLIAMSVILLE, NY 14231

Signing Officer

Name
Claudia Staines
Title
President
Phone
7168393525
Signed
2025-02-03

Organization Details

Principal Officer
Claudia Staines
Formed
1946
Legal Domicile
Ny
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
50

Preparer

Preparer
Eleanore Klepser
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Musicians accountant newsletter preparer advertising fundraising ushers at concerts hospitality for musicians dinners grant writing

Form 990, Part IX, Line 11G

Librarian 3,200 0 0 personnel director 4,000 0 0 conductor 24,250 0 0 guest artists 5,650 0 0 outreach musicians 2,100 0 0 other paid musicians 3,440 0 0 general manager 8,000 0 0 total 50,640 0 0

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IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt09449
IRS990/OccupancyGrp/TotalAmt09449
IRS990/OfficeExpensesGrp/FundraisingAmt01355
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02493
IRS990/OfficeExpensesGrp/ProgramServicesAmt05628
IRS990/OfficeExpensesGrp/TotalAmt09476
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0MUSIC COSTS
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIP
IRS990/OtherExpensesGrp/Desc2PRE CONCERT MEALS FOR MUS
IRS990/OtherExpensesGrp/Desc3SOUND AND LIGHTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0135
IRS990/OtherExpensesGrp/ProgramServicesAmt05322
IRS990/OtherExpensesGrp/ProgramServicesAmt13000
IRS990/OtherExpensesGrp/ProgramServicesAmt22163
IRS990/OtherExpensesGrp/ProgramServicesAmt32000
IRS990/OtherExpensesGrp/TotalAmt05322
IRS990/OtherExpensesGrp/TotalAmt13135
IRS990/OtherExpensesGrp/TotalAmt22163
IRS990/OtherExpensesGrp/TotalAmt32000
IRS990/OtherLiabilitiesGrp/BOYAmt01760
IRS990/OtherLiabilitiesGrp/EOYAmt02115
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc1SALES OF DONATED CD'S
IRS990/OtherRevenueMiscGrp/ExclusionAmt01750
IRS990/OtherRevenueMiscGrp/ExclusionAmt164
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01750
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt164
IRS990/OtherRevenueTotalAmt01814
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0464
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02964
IRS990/PrincipalOfficerNm0CLAUDIA STAINES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THREE COLLEGE SCHOLARSHIPS FOR STUDENTS STUDYING MUSIC
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03000
IRS990/ProgSrvcAccomActy3Grp/Desc0PROMOTION OF MUSIC TO YOUNG PEOPLE AND PUBLIC OUTREACH
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02100
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0126168
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05750
IRS990/PYOtherExpensesAmt0133115
IRS990/PYOtherRevenueAmt05417
IRS990/PYRevenuesLessExpensesAmt04220
IRS990/PYTotalExpensesAmt0133115
IRS990/PYTotalRevenueAmt0137335
IRS990/ReconcilationRevenueExpnssAmt0-16325
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044494
IRS990/SavingsAndTempCashInvstGrp/EOYAmt024034
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PERFORMERS LUNCHEONS AND ADVERTISING 13,817
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt077223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt066516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt084469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt071749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0426125
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06541
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05750
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02146
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01807
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017322
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01814
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05417
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03323
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05077
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015631
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81770
IRS990ScheduleA/PublicSupportPY170Pct00.83850
IRS990ScheduleA/PublicSupportTotal170Amt0375408
IRS990ScheduleA/SubstantialContributorsTotAmt050717
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt077223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0126168
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt066516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt084469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt071749
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0426125
IRS990ScheduleA/TotalSupportAmt0459078
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02115
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADVANCE MISCHLER
IRS990ScheduleD/TotalLiabilityAmt02115
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MUSICIANS ACCOUNTANT NEWSLETTER PREPARER ADVERTISING FUNDRAISING USHERS AT CONCERTS HOSPITALITY FOR MUSICIANS DINNERS GRANT WRITING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RICHARD WOJTOWICZ DIANE WOJTOWICZ VICEPRES SER DIRECTOR SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EMAILED RETURN TO ENTIRE BOARD. MET AS NECESSARY WITH SOME BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BY REQUEST, EITHER ONLINE OR IN WRITING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LIBRARIAN 3,200 0 0 PERSONNEL DIRECTOR 4,000 0 0 CONDUCTOR 24,250 0 0 GUEST ARTISTS 5,650 0 0 OUTREACH MUSICIANS 2,100 0 0 OTHER PAID MUSICIANS 3,440 0 0 GENERAL MANAGER 8,000 0 0 TOTAL 50,640 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0197536
IRS990/TotalAssetsEOYAmt0211594
IRS990/TotalAssetsGrp/BOYAmt0197536
IRS990/TotalAssetsGrp/EOYAmt0211594
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt077223
IRS990/TotalEmployeeCnt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.17$2.16$1.00$1.00$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.13$1.99$0.86$1.02$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.15$1.82$1.37$1.33$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.03$1.89$0.72$0.58$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.86$0.31$0.55
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.13$1.04$0.80$0.83$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.15$1.10$0.99$0.95$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.97$0.78$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.07$0.92$0.92$0.92$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$1.11$0.90$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.66$0.87$0.89$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.80$0.84$0.04
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.84$0.88$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.95$1.06$0.11
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$0.85$0.84$0.01