Civic Intelligence

Upper Arlington Orchestra

EIN 31-1465363 • 501(c)3 • Upper Arlington, OH

Profile

Support the upper arlington school system orchestras.

P O Box 12084Upper Arlington, OH 43212-0084

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

23rd percentile

-40%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

-13%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$21,553

Down $14,641 (-40%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$21,553

Down $14,641 (-40%) from 2024

Revenue

Down

$45,433

Down $6,527 (-13%) from 2024

Expenses

Up

$60,074

Up $92 (+0.2%) from 2024

Net Income

Down

-$14,641

Down $6,619 (-83%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $60,180Net Assets 2012: $60,1802012Assets 2013: $45,406Net Assets 2013: $45,4062013Assets 2014: $34,115Net Assets 2014: $34,1152014Assets 2015: $41,208Net Assets 2015: $41,2082015Assets 2016: $41,723Liabilities 2016: $1,237Net Assets 2016: $40,4862016Assets 2018: $36,346Net Assets 2018: $36,3462018Assets 2019: $31,863Net Assets 2019: $31,8632019Assets 2020: $53,961Liabilities 2020: $708Net Assets 2020: $53,2532020Assets 2021: $36,709Liabilities 2021: $1,387Net Assets 2021: $35,3222021Assets 2022: $30,176Liabilities 2022: $3,960Net Assets 2022: $26,2162022Assets 2023: $44,242Liabilities 2023: $26Net Assets 2023: $44,2162023Assets 2024: $36,194Net Assets 2024: $36,1942024Assets 2025: $21,553Net Assets 2025: $21,5532025

Highlighted filing

2025

Assets$21,553
Liabilities-
Net Assets$21,553

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $33,431Expenses 2012: $27,964Net Income 2012: $5,4672012Revenue 2013: $34,631Expenses 2013: $49,404Net Income 2013: -$14,7732013Revenue 2014: $140,739Expenses 2014: $152,030Net Income 2014: -$11,2912014Revenue 2015: $33,604Expenses 2015: $26,511Net Income 2015: $7,0932015Revenue 2016: $40,888Expenses 2016: $41,610Net Income 2016: -$7222016Revenue 2018: $44,676Expenses 2018: $24,335Net Income 2018: $20,3412018Revenue 2019: $45,508Expenses 2019: $49,991Net Income 2019: -$4,4832019Revenue 2020: $33,898Expenses 2020: $12,508Net Income 2020: $21,3902020Revenue 2021: $1,263Expenses 2021: $17,658Net Income 2021: -$16,3952021Revenue 2022: $24,907Expenses 2022: $34,013Net Income 2022: -$9,1062022Revenue 2023: $35,757Expenses 2023: $17,757Net Income 2023: $18,0002023Revenue 2024: $51,960Expenses 2024: $59,982Net Income 2024: -$8,0222024Revenue 2025: $45,433Expenses 2025: $60,074Net Income 2025: -$14,6412025

Highlighted filing

2025

Revenue$45,433
Expenses$60,074
Net Income-$14,641

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$59,630
Mission and Program Overview

Mission

Support the upper arlington school system orchestras.

Program Services

DescriptionGrantsExpenses
ORCHESTRA KICK-OFF IN AUGUST FOR UNIFORM FITTINGS, VOLUNTEER SIGN-UP AND OTHER ORCHESTRA RELATED ACTIVITIES FOR THE UPCOMING SCHOOL YEAR. MULTIPLE UAHS STUDENTS PARTICIPATED IN THE VIVO MUSIC FESTIVAL STUDENT WORKSHOP WITH WORLD CLASS MUSICIANS. TEN HS MUSICIANS PARTICIPATED IN THE OSU HIGH SCHOOL STRING WORKSHOP IN OCTOBER UAHS SPOOKTACULAR CONCERT IN OCTOBER. JONES MS VETERAN'S DAY PERFORMANCE IN NOVEMBER. FOURTEEN SYMPHONY & CONCERT ORCHESTRA STUDENTS WERE SELECTED TO BE IN THE OMEA SOUTH CENTRAL REGIONAL ORCHESTRA UAHS WINTER PHILHARMONIC WITH HIRED PROFESSIONAL MUSICIANS ON WINDS, PERCUSSION AND BRASS TO ACCOMPANY EACH ORCHESTRA OVER 10 MEMBERS OF THE JONES AND HASTINGS ORCHESTRAS PARTICIPATED IN THE OSTA DISTRICT XV MIDDLE SCHOOL HONORS ORCHESTRA WITH GUEST CONDUCTOR DR. HEATHER LOFDAHL. HASTINGS MS ORCHESTRA CONCERT IN DECEMBER. JONES MS ORCHESTRA CONCERT IN DECEMBER. UAHS ORCHESTRA MID-TERM ENSEMBLE PERFORMANCES IN DECEMBER FACILITATED STUDENTS PERFORMING IN OMEA SOLO & ENSEMBLE IN JANUARY. PROVIDED MUSIC FOR THE SENIOR DINNER (STAGE UA) PRIOR TO THEIR VIEWING OF THE SCHOOL MUSICAL IN FEBRUARY PROVIDED THE PIT MUSICIANS FOR THE SCHOOL MUSICAL THE SOUND OF MUSIC IN FEBRUARY. MARCH CONCERT WITH ALL FIVE UAHS ORCHESTRAS AND 8TH GRADE ORCHESTRAS FROM JONES & HASTINGS. THREE OF THE SEVEN UAHS ORCHESTRAS EARNED SUPERIOR RATINGS AND TWO EARNED EXCELLENT RATINGS AT THE CENTRAL OHIO STRING FESTIVAL WHICH WAS HOSTED BY UPPER ARLINGTON AND PROVIDED OPPORTUNITIES FOR TWENTY OTHER ORCHESTRAS TO PERFORM INCLUDING TWO FROM JONES MIDDLE SCHOOL AND ONE FROM HASTINGS MIDDLE SCHOOL. HOSTED A MIDDLE SCHOOL SOLO AND ENSEMBLE EVENT FOR JONES AND HASTINGS ORCHESTRA STUDENTS. OVER 90 STUDENTS TRAVELED TO WALT DISNEY WORLD TO PARTICIPATE IN A PERFORMANCE AT DISNEY SPRINGS AND A WORKSHOP AT DISNEYS IMAGINATION CAMPUS. PROVIDED MUSIC FOR THE SENIOR HONORS NIGHT @ UAHS IN MAY. JONES MIDDLE SCHOOL SPRING CONCERT IN MAY. HASTINGS MIDDLE SCHOOL SPRING CONCERT IN MAY FEATURING GUEST ARTIST BRAD PHILLIPS FROM THE UNIVERSITY OF MICHIGAN UAHS SPRING CONCERT HONORING 37 GRADUATING SENIORS. ALL STUDENTS RECEIVED PLAQUES, MUSIC CORDS AND PERSONALLY SIGNED CARDS BY ALL DIRECTORS. THREE BUSES OF MIDDLE SCHOOL ORCHESTRA STUDENTS TRAVELED TO KINGS ISLAND IN MAY TO CELEBRATE A SUCCESSFUL YEAR-$59,022
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOOZI HAMILTONPresident-$0--
COURTNEY PEARSONVice Pres/Se-$0--
ARLENE SWANSONTreasurer-$0--
KARA REINHARDTAssistant Tr-$0--
GRETCHEN ZUNICDirector-$0--
CHRISTOPHER LAPEDirector-$0--
JORDAN KINGDirector-$0--
VINCE HUZICKADirector-$0--
Filing and Contact Details

Filer

Filer Name
Upper Arlington Orchestra
EIN
31-1465363
Phone
6144875200
Address
P O BOX 12084, UPPER ARLINGTON, OH 43212-0084

Signing Officer

Name
Kara Reinhardt
Title
Assistant Treasurer
Phone
6144875200
Signed
2025-11-05

Preparer

Firm
CPA Advantage
Address
3242 HENDERSON ROAD-SUITE B, COLUMBUS, OH 43220
Preparer
Robert E Summerscpa
Phone
6144598558
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Performances concert expenses 19,197 contest expenses 11,236 orchestra supplies 6,414 travel 13,742 expenses program printing 3,175 web hosting 36 office 234 insurance 297 awards and rewards 2,851 supplies/activites etc 2,092 other 315 total 59,589

Form 990-ez, Part III, Line 28

Orchestra kick-off in august for uniform fittings, volunteer sign-up and other orchestra related activities for the upcoming school year. Multiple uahs students participated in the vivo music festival student workshop with world class musicians. Ten hs musicians participated in the osu high school string workshop in october uahs spooktacular concert in october. Jones ms veteran's day performance in november. Fourteen symphony & concert orchestra students were selected to be in the omea south central regional orchestra uahs winter philharmonic with hired professional musicians on winds, percussion and brass to accompany each orchestra over 10 members of the jones and hastings orchestras participated in the osta district xv middle school honors orchestra with guest conductor dr. Heather lofdahl. Hastings ms orchestra concert in december. Jones ms orchestra concert in december. Uahs orchestra mid-term ensemble performances in december facilitated students performing in omea solo & ensemble in january. Provided music for the senior dinner (stage ua) prior to their viewing of the school musical in february provided the pit musicians for the school musical the sound of music in february. March concert with all five uahs orchestras and 8th grade orchestras from jones & hastings. Three of the seven uahs orchestras earned superior ratings and two earned excellent ratings at the central ohio string festival which was hosted by upper arlington and provided opportunities for twenty other orchestras to perform including two from jones middle school and one from hastings middle school. Hosted a middle school solo and ensemble event for jones and hastings orchestra students. Over 90 students traveled to walt disney world to participate in a performance at disney springs and a workshop at disneys imagination campus. Provided music for the senior honors night @ uahs in may. Jones middle school spring concert in may. Hastings middle school spring concert in may featuring guest artist brad phillips from the university of michigan uahs spring concert honoring 37 graduating seniors. All students received plaques, music cords and personally signed cards by all directors. Three buses of middle school orchestra students traveled to kings island in may to celebrate a successful year

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERFORMANCES CONCERT EXPENSES 19,197 CONTEST EXPENSES 11,236 ORCHESTRA SUPPLIES 6,414 TRAVEL 13,742 EXPENSES PROGRAM PRINTING 3,175 WEB HOSTING 36 OFFICE 234 INSURANCE 297 AWARDS AND REWARDS 2,851 SUPPLIES/ACTIVITES ETC 2,092 OTHER 315 TOTAL 59,589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORCHESTRA KICK-OFF IN AUGUST FOR UNIFORM FITTINGS, VOLUNTEER SIGN-UP AND OTHER ORCHESTRA RELATED ACTIVITIES FOR THE UPCOMING SCHOOL YEAR. MULTIPLE UAHS STUDENTS PARTICIPATED IN THE VIVO MUSIC FESTIVAL STUDENT WORKSHOP WITH WORLD CLASS MUSICIANS. TEN HS MUSICIANS PARTICIPATED IN THE OSU HIGH SCHOOL STRING WORKSHOP IN OCTOBER UAHS SPOOKTACULAR CONCERT IN OCTOBER. JONES MS VETERAN'S DAY PERFORMANCE IN NOVEMBER. FOURTEEN SYMPHONY & CONCERT ORCHESTRA STUDENTS WERE SELECTED TO BE IN THE OMEA SOUTH CENTRAL REGIONAL ORCHESTRA UAHS WINTER PHILHARMONIC WITH HIRED PROFESSIONAL MUSICIANS ON WINDS, PERCUSSION AND BRASS TO ACCOMPANY EACH ORCHESTRA OVER 10 MEMBERS OF THE JONES AND HASTINGS ORCHESTRAS PARTICIPATED IN THE OSTA DISTRICT XV MIDDLE SCHOOL HONORS ORCHESTRA WITH GUEST CONDUCTOR DR. HEATHER LOFDAHL. HASTINGS MS ORCHESTRA CONCERT IN DECEMBER. JONES MS ORCHESTRA CONCERT IN DECEMBER. UAHS ORCHESTRA MID-TERM ENSEMBLE PERFORMANCES IN DECEMBER FACILITATED STUDENTS PERFORMING IN OMEA SOLO & ENSEMBLE IN JANUARY. PROVIDED MUSIC FOR THE SENIOR DINNER (STAGE UA) PRIOR TO THEIR VIEWING OF THE SCHOOL MUSICAL IN FEBRUARY PROVIDED THE PIT MUSICIANS FOR THE SCHOOL MUSICAL THE SOUND OF MUSIC IN FEBRUARY. MARCH CONCERT WITH ALL FIVE UAHS ORCHESTRAS AND 8TH GRADE ORCHESTRAS FROM JONES & HASTINGS. THREE OF THE SEVEN UAHS ORCHESTRAS EARNED SUPERIOR RATINGS AND TWO EARNED EXCELLENT RATINGS AT THE CENTRAL OHIO STRING FESTIVAL WHICH WAS HOSTED BY UPPER ARLINGTON AND PROVIDED OPPORTUNITIES FOR TWENTY OTHER ORCHESTRAS TO PERFORM INCLUDING TWO FROM JONES MIDDLE SCHOOL AND ONE FROM HASTINGS MIDDLE SCHOOL. HOSTED A MIDDLE SCHOOL SOLO AND ENSEMBLE EVENT FOR JONES AND HASTINGS ORCHESTRA STUDENTS. OVER 90 STUDENTS TRAVELED TO WALT DISNEY WORLD TO PARTICIPATE IN A PERFORMANCE AT DISNEY SPRINGS AND A WORKSHOP AT DISNEYS IMAGINATION CAMPUS. PROVIDED MUSIC FOR THE SENIOR HONORS NIGHT @ UAHS IN MAY. JONES MIDDLE SCHOOL SPRING CONCERT IN MAY. HASTINGS MIDDLE SCHOOL SPRING CONCERT IN MAY FEATURING GUEST ARTIST BRAD PHILLIPS FROM THE UNIVERSITY OF MICHIGAN UAHS SPRING CONCERT HONORING 37 GRADUATING SENIORS. ALL STUDENTS RECEIVED PLAQUES, MUSIC CORDS AND PERSONALLY SIGNED CARDS BY ALL DIRECTORS. THREE BUSES OF MIDDLE SCHOOL ORCHESTRA STUDENTS TRAVELED TO KINGS ISLAND IN MAY TO CELEBRATE A SUCCESSFUL YEAR
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03242 HENDERSON ROAD-SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06144598558
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E SUMMERSCPA
ReturnHeader/ReturnTs02025-11-06T09:16:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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