Civic Intelligence

Anderson Symphony Orchestra Assoc

EIN 31-0940546 • 501(c)3 • Anderson, IN

Profile

Anderson symphony orchestra enriches lives through beautiful music of high artistic quality and provides experiences that excite, entertain,engage, and educate our community. We are committed to offering the community a diverse repertoire of music with a goal of cultivating new audiences and growing the organization while remaining fiscally responsible.

1124 Meridian Plaza Suite CAnderson, IN 46016

www.andersonsymphony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$55,848

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-29%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$199,755

Down $82,038 (-29%) from 2023

Liabilities

Down

$975

Down $13 (-1.3%) from 2023

Net Assets

Down

$198,780

Down $82,025 (-29%) from 2023

Revenue

Up

$335,648

Up $52,447 (+19%) from 2023

Expenses

Up

$416,795

Up $92,442 (+29%) from 2023

Net Income

Down

-$81,147

Down $39,995 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $66,930Liabilities 2011: $57,399Net Assets 2011: $9,5312011Assets 2012: $29,364Liabilities 2012: $23,575Net Assets 2012: $5,7892012Assets 2013: $53,341Liabilities 2013: $44,456Net Assets 2013: $8,8852013Assets 2014: $113,198Liabilities 2014: $34,285Net Assets 2014: $78,9132014Assets 2015: $165,208Liabilities 2015: $29,770Net Assets 2015: $135,4382015Assets 2016: $240,068Liabilities 2016: $35,015Net Assets 2016: $205,0532016Assets 2018: $276,338Liabilities 2018: $45,169Net Assets 2018: $231,1692018Assets 2020: $249,687Liabilities 2020: $11,942Net Assets 2020: $237,7452020Assets 2021: $300,976Liabilities 2021: $22,988Net Assets 2021: $277,9882021Assets 2023: $281,793Liabilities 2023: $988Net Assets 2023: $280,8052023Assets 2024: $199,755Liabilities 2024: $975Net Assets 2024: $198,7802024

Highlighted filing

2024

Assets$199,755
Liabilities$975
Net Assets$198,780

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $240,3482011Expenses 2012: $273,4542012Expenses 2013: $268,4922013Revenue 2014: $322,156Expenses 2014: $252,128Net Income 2014: $70,0282014Revenue 2015: $294,182Expenses 2015: $237,656Net Income 2015: $56,5262015Revenue 2016: $331,558Expenses 2016: $261,943Net Income 2016: $69,6152016Revenue 2018: $296,225Expenses 2018: $291,813Net Income 2018: $4,4122018Revenue 2020: $272,876Expenses 2020: $256,801Net Income 2020: $16,0752020Revenue 2021: $176,221Expenses 2021: $136,502Net Income 2021: $39,7192021Revenue 2023: $283,201Expenses 2023: $324,353Net Income 2023: -$41,1522023Revenue 2024: $335,648Expenses 2024: $416,795Net Income 2024: -$81,1472024

Highlighted filing

2024

Revenue$335,648
Expenses$416,795
Net Income-$81,147

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$347,556
Mission and Program Overview

Mission

Anderson symphony orchestra enriches lives through beautiful music of high artistic quality and provides experiences that excite, entertain,engage, and educate our community. We are committed to offering the community a diverse repertoire of music with a goal of cultivating new audiences and growing the organization while remaining fiscally responsible.

To enrich lives through beautiful music of high artistic quality

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$190,009$159,320▼ $30,689
Cash and Non-Interest-Bearing Accounts$90,447$40,071▼ $50,376
Accounts Receivable$13--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$280,915$199,755▼ $81,160
Other Assets Total$446$364▼ $82
Liabilities
Other Liabilities$988$975▼ $13
Total Liabilities$988$975▼ $13
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$279,927$198,780▼ $81,147
Total Net Assets Fund Balance$279,927$198,780▼ $81,147
Total Liabilities and Net Assets / Fund Balance$280,915$199,755▼ $81,160

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$26,529$26,529
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Darla SalleeExecutive DirectorFT$55,848$55,848

Board Members and Trustees

NameTitle
Lelia KelleyPresident
Jessica Carson-bannonVice President
Adam WallerDirector
Alan ApplebaumDirector
Cindy LananeDirector
Dr E Darlene MillerDirector
Holly MillerDirector
Jim AultDirector
Kendall ZinszerDirector
Kim TownsendDirector
Michele HockwaltDirector
Mike AustinDirector
Paul WhiteDirector
Paula BivensDirector
Ronald MayDirector
Shelley SparksDirector
Sydney SchieveDirector
Laura RecendezMusic Director
Brad KoserLibrarian
Shelly SparksSecretary
Amber DietzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163,369
Program Service Revenue
$132,735
Investment Income
$6
Other Revenue
$39,538
All Other Contributions
$163,369
Change in Net Assets
$-81,147
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$338,129
Salaries, Compensation, and Employee Benefits$57,723
Grants and Similar Amounts Paid$20,943
Total Fundraising Expense$6,136
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$273,116--$273,116
Current Officers, Directors, Trustees, and Key Employees$48,259$2,681$2,681$53,621
Grants to Domestic Orgs$20,943--$20,943
Advertising$15,539$863$863$17,265
Occupancy$5,940$330$330$6,600
Payroll Taxes$3,692$205$205$4,102
Insurance$3,497$194$194$3,885
All Other Expenses$2,233$123$123$2,479
Fees for Services Accounting$2,127$118$118$2,363
Other Expenses$2,024$113$113$2,250
Office Expenses$661$37$37$735
Total Functional Expenses$404,523$6,136$6,136$416,795
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,446
Fundraising Direct Expenses$11,908
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Little Night Music----
Symphony on the Green----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liability$975
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

The form 990 is reviewed by the executive committee and a recommendation is made to the full board for their approval.

Form 990, Part VI, Section B, Line 12C

A copy of the symphony's conflict of interest policy is given to all boardmembers, staff members, volunteers or other key stakeholders uponcommencement of such person's relationship with the symphony or at theofficial adoption of stated policy. Each board member, officer, staffmember, and volunteer shall sign and date the policy at the beginning ofher/his term of service or employment and each year thereafter. Fulldisclosure, by notice in writing, shall be made by the interested partiesto the full board of directors in all conflicts of interest. Following fulldisclosure of a possible conflict of interest or any condition listedabove, the board of directors shall determine whether a conflict ofinterest exists, and if so, the board shall vote to authorize or reject thetransaction or take any other action deemed necessary to address theconflict and protect the symphony's best interests. Both votes shall be bya majority vote without counting the vote of any interested director, evenif the disinterested directors are less than a quorum provided that atleast one consenting director is disinterested.

Form 990, Part VI, Section B, Line 15

Compensation for the executive director is determined through an annualreview by the executive committee.the compensation process for officers or key employees is determined bytheemployee's annual review.

Form 990, Part VI, Section C, Line 18

No documents available to the public

Form 990, Part VI, Section C, Line 19

A copy of the symphony's conflict of interest policy is given to all board members, staff members, volunteers or other key stakeholders upon commencement of such person's relationship with the symphony or at the official adoption of stated policy. Each board member, officer, staff member, and volunteer shall sign and date the policy at the beginning of her/his term of service of employment and each year thereafter. Full disclosure, by notice in writing, shall be made by the interested parties to the full board of directors in all conflict of interest. Following full disclosure of a possible conflict of interest or any condition listed above, the board of directors shall determine whether a confict of interest exists, and if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect the symphony's best interests. Both votes shall be by a majority vote without counting the vote of any interested director, even if the disinterested directors are less than a quorum provided that at least one consenting director is disinterested.

Filing and Contact Details

Filer

Filer Name
Anderson Symphony Orchestra Assoc
EIN
31-0940546
Phone
7656442111
Address
1124 MERIDIAN PLAZA SUITE C, ANDERSON, IN 46016

Signing Officer

Name
Darla Sallee
Title
Executive Director
Phone
7656442111
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darla Sallee
Formed
1978
Legal Domicile
In
Voting Board Members
22
Independent Board Members
22
Employees
1
Volunteers
0

Preparer

Firm
Estep-doctor & Co Pc
Address
1320 E 53RD STREET SUITE D, ANDERSON, IN 46015
Preparer
Brett a Spangler
Phone
7656448888
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Musicians: program service expenses 97,674. Management and general expenses 0. Fundraising expenses 0. Total expenses 97,674. Guest artists: program service expenses 29,358. Management and general expenses 0. Fundraising expenses 0. Total expenses 29,358. Conductor: program service expenses 39,146. Management and general expenses 0. Fundraising expenses 0. Total expenses 39,146. Other concert expense: program service expenses 106,938. Management and general expenses 0. Fundraising expenses 0. Total expenses 106,938.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19MUSIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20LIBRARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt011908
IRS990/FundraisingGrossIncomeAmt051446
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt020943
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020943
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020943
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0347556
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0194
IRS990/InsuranceGrp/ManagementAndGeneralAmt0194
IRS990/InsuranceGrp/ProgramServicesAmt03497
IRS990/InsuranceGrp/TotalAmt03885
IRS990/InvestmentIncomeGrp/ExclusionAmt06
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt090
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026529
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IRS990/LandBldgEquipCostOrOtherBssAmt026529
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ANDERSON SYMPHONY ORCHESTRA ENRICHES LIVES THROUGH BEAUTIFUL MUSIC OF HIGH ARTISTIC QUALITY AND PROVIDES EXPERIENCES THAT EXCITE, ENTERTAIN,ENGAGE, AND EDUCATE OUR COMMUNITY. WE ARE COMMITTED TO OFFERING THE COMMUNITY A DIVERSE REPERTOIRE OF MUSIC WITH A GOAL OF CULTIVATING NEW AUDIENCES AND GROWING THE ORGANIZATION WHILE REMAINING FISCALLY RESPONSIBLE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0198780
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt039538
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0279927
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0198780
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0330
IRS990/OccupancyGrp/ManagementAndGeneralAmt0330
IRS990/OccupancyGrp/ProgramServicesAmt05940
IRS990/OccupancyGrp/TotalAmt06600
IRS990/OfficeExpensesGrp/FundraisingAmt037
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037
IRS990/OfficeExpensesGrp/ProgramServicesAmt0661
IRS990/OfficeExpensesGrp/TotalAmt0735
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0446
IRS990/OtherAssetsTotalGrp/EOYAmt0364
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ARP GRANT EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2OFFICE TECHNOLOGY
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/FundraisingAmt1296
IRS990/OtherExpensesGrp/FundraisingAmt2129
IRS990/OtherExpensesGrp/FundraisingAmt3113
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2129
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3113
IRS990/OtherExpensesGrp/ProgramServicesAmt018849
IRS990/OtherExpensesGrp/ProgramServicesAmt15323
IRS990/OtherExpensesGrp/ProgramServicesAmt22320
IRS990/OtherExpensesGrp/ProgramServicesAmt32024
IRS990/OtherExpensesGrp/TotalAmt020943
IRS990/OtherExpensesGrp/TotalAmt15915
IRS990/OtherExpensesGrp/TotalAmt22578
IRS990/OtherExpensesGrp/TotalAmt32250
IRS990/OtherLiabilitiesGrp/BOYAmt0988
IRS990/OtherLiabilitiesGrp/EOYAmt0975
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0205
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0205
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IRS990/PayrollTaxesGrp/TotalAmt04102
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0190009
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0159320
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DARLA SALLEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711190
IRS990/ProgramServiceRevenueGrp/BusinessCd1711190
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IRS990/ProgramServiceRevenueGrp/Desc1SERVICES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0118268
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19158
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0118268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25309
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0264233
IRS990/PYOtherRevenueAmt022570
IRS990/PYProgramServiceRevenueAmt0113459
IRS990/PYRevenuesLessExpensesAmt0-41152
IRS990/PYSalariesCompEmpBnftPaidAmt060120
IRS990/PYTotalExpensesAmt0324353
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0283201
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-81147
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0130599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0310658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0146828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0165615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0917069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0367397
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06921
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06921
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99250
IRS990ScheduleA/PublicSupportPY170Pct00.96040
IRS990ScheduleA/PublicSupportTotal170Amt0917069

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