2026-04-22T09:25:17-05:00 2025-06-30 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-07-01 237300636 AMERICAN SYMPHONY ORCHESTRA LEAGUE D/B/A LEAGUE OF AMERICAN ORCHESTRAS AMER 2122625161 520 8TH AVE 2005 NEW YORK NY 10018 SIMON WOODS PRESIDENT & CEO 6468224022 2026-04-20 1 1 FRANK SMITH P00639053 2125038800 2026-04-22 2024 2025-03-06 01:10:19Z LEAGUE OF AMERICAN ORCHESTRAS ANDREW CLARK 520 8TH AVE 2005 NEW YORK NY 10018 8517876 0 X WWW.AMERICANORCHESTRAS.ORG X 1962 NY TO ADVANCE THE EXPERIENCE OF ORCHESTRAL MUSIC, SUPPORT THE PEOPLE AND ORGANIZATIONS THAT CREATE IT, AND CHAMPION THE CONTRIBUTIONS THEY MAKE TO THE HEALTH AND VIBRANCY OF COMMUNITIES. 55 55 29 55 127163 0 5013579 7409233 791029 792763 403574 40098 18687 16032 6226869 8258126 545443 0 0 0 4163223 4304007 0 38400 1255827 2541410 2592528 7250076 6934935 -1023207 1323191 9335103 10938145 1940556 1811954 7394547 9126191 X TO ADVANCE THE EXPERIENCE OF ORCHESTRAL MUSIC, SUPPORT THE PEOPLE AND ORGANIZATIONS THAT CREATE IT, AND CHAMPION THE CONTRIBUTIONS THEY MAKE TO THE HEALTH AND VIBRANCY OF COMMUNITIES. 0 0 2196304 485733 LEARNING AND LEADERSHIP DEVELOPMENT: THE LEAGUE DELIVERS A RANGE OF ONLINE AND IN-PERSON LEARNING OPPORTUNITIES, INCLUDING SEMINARS AND WEBINARS, CONSTITUENCY MEETINGS, MENTORING PROGRAMS, AND COHORT-BASED PROGRAMS. IT ALSO OPERATES GRANT-MAKING PROGRAMS THAT SUPPORT ORGANIZATIONAL LEARNING IN INNOVATION AND IN EQUITY, DIVERSITY, AND INCLUSION. THROUGH THESE PROGRAMS, ORCHESTRA STAFF, BOARD MEMBERS, MUSICIANS, AND VOLUNTEERS CAN ACQUIRE SKILLS, KNOWLEDGE, AND NETWORKS THAT ARE VITAL TO THEIR LEADERSHIP IN THE FIELD. THE ANNUAL NATIONAL CONFERENCE AND MID WINTER MANAGERS MEETING OFFER ADDITIONAL OPPORTUNITIES FOR NETWORKING AND PROFESSIONAL DEVELOPMENT, WHILE PROVIDING A FORUM TO DISCUSS EMERGING ISSUES AND TRENDS, EXCHANGE IDEAS, AND MODEL POSSIBLE RESPONSES TO FIELD-WIDE CHALLENGES AND OPPORTUNITIES. 677850 MEMBER SERVICES: THE LEAGUE PROVIDES SOME 2,000 MEMBERS WITH EXTENSIVE INFORMATION ABOUT THE FIELD, INCLUDING TRENDS, OPEN POSITIONS, NEW APPOINTMENTS, AND THE MANY OTHER ACTIVITIES OF THE NATION'S ORCHESTRAS. SERVICES TO MEMBERS INCLUDE SPECIALIZED GUIDANCE ON OPERATIONS, ARTISTIC, AND COMMUNITY ENGAGEMENT TOPICS THAT SUPPORT THE CAPACITY OF ORCHESTRAS TO DELIVER ON MISSION. MEMBERS ARE INVITED TO PARTICIPATE IN AN ONLINE COMMUNITY, A CONFIDENTIAL SPACE WHERE THEY CAN SHARE THEIR EXTENSIVE KNOWLEDGE AND LEARN ABOUT BEST PRACTICES THROUGHOUT THE FIELD. 648152 COMMUNICATIONS AND PUBLIC RELATIONS: THE LEAGUE PROVIDES ORCHESTRAS AND INDIVIDUALS WITH UPDATES AND NEWS ABOUT THE FIELD; DEVELOPS STRATEGIC MESSAGING ABOUT THE PUBLIC VALUE OF ORCHESTRAS FOR USE NATIONALLY AND BY ORCHESTRAS LOCALLY; FURNISHES FIELD-WIDE DATA AND CONTEXT TO JOURNALISTS; AND PROVIDES MEDIA RELATIONS GUIDANCE TO ORCHESTRAS NATIONWIDE. 482460 ADVOCACY: THE LEAGUE REPRESENTS THE INTERESTS OF AMERICAN ORCHESTRAS TO MEMBERS OF CONGRESS AND THE EXECUTIVE BRANCH ON ISSUES AFFECTING THE ORCHESTRA FIELD; DISTRIBUTES UPDATES ON PENDING LEGISLATION, WITH RECOMMENDATIONS FOR LOCAL ACTION; AND PROVIDES ASSISTANCE TO ORCHESTRAS TO BUILD THEIR CAPACITY FOR LOCAL AND STATE ADVOCACY. 540210 RESEARCH AND DEVELOPMENT: THE LEAGUE EQUIPS ORCHESTRAS WITH INDUSTRY-SPECIFIC RESEARCH AND INFORMATION TO FUEL INNOVATION AND PROVIDES THE DATA AND INFORMATION THEY NEED TO MAKE KEY DECISIONS. THE LEAGUE ALSO CONDUCTS, ANALYZES, AND DISSEMINATES A RANGE OF SURVEYS-FROM QUICK QUESTIONS FOCUSING ON SPECIFIC ISSUES, TO ANNUAL, IN-DEPTH STUDIES. 1022670 4544976 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 1 29 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 55 55 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X ANDREW CLARK VP FINANCE & ADMINISTRATION 6468224022 520 8TH AVE RM 2005 NEW YORK NY 10018 AARON FLAGG VICE CHAIR 2.00 X X 0 0 0 AFA S DWORKIN DIRECTOR 2.00 X 0 0 0 ALAN MASON CHAIR 2.00 X X 0 0 0 ALAN PIERSON DIRECTOR 2.00 X 0 0 0 ALAN VALENTINE DIRECTOR 2.00 X 0 0 0 BOB WAGNER DIRECTOR 2.00 X 0 0 0 BURTON ALTER DIRECTOR 2.00 X 0 0 0 CATHERINE C MOYE DIRECTOR 2.00 X 0 0 0 CHARLES DICKERSON III DIRECTOR 2.00 X 0 0 0 CHARLES SCHWEIZER DIRECTOR 2.00 X 0 0 0 CHRIS DOERR TREASURER 2.00 X X 0 0 0 DANIEL BERNARD ROUMAIN DIRECTOR 2.00 X 0 0 0 DANIEL SONG DIRECTOR 2.00 X 0 0 0 DAVID ALAN MILLER DIRECTOR 2.00 X 0 0 0 DAVID ROTH DIRECTOR 2.00 X 0 0 0 DOUGLAS M HAGERMAN DIRECTOR 2.00 X 0 0 0 ELIZABETH BROWN-ELLIS DIRECTOR 2.00 X 0 0 0 ELIZABETH WATSON DIRECTOR 2.00 X 0 0 0 GARY GINSTLING DIRECTOR 2.00 X 0 0 0 HELEN SHAFFER DIRECTOR 2.00 X 0 0 0 HENRY PEYREBRUNE DIRECTOR 2.00 X 0 0 0 ISAAC THOMPSON DIRECTOR 2.00 X 0 0 0 JAMEI HASWELL DIRECTOR 2.00 X 0 0 0 JAMES ROE DIRECTOR 2.00 X 0 0 0 JANET CABOT DIRECTOR 2.00 X 0 0 0 JENNIFER BARLAMENT DIRECTOR 2.00 X 0 0 0 JENNIFER MONDIE DIRECTOR 2.00 X 0 0 0 JIM HASLER DIRECTOR 2.00 X 0 0 0 JOHN LODER DIRECTOR 2.00 X 0 0 0 JOHN LOFTON DIRECTOR 2.00 X 0 0 0 JUDY DINES DIRECTOR 2.00 X 0 0 0 KATHY LEIBRAND DIRECTOR 2.00 X 0 0 0 KJRISTINE LUND DIRECTOR 2.00 X 0 0 0 LESLIE LASSITER DIRECTOR 2.00 X 0 0 0 LINDSEY NOVA DIRECTOR 2.00 X 0 0 0 MARISA EISMANN MD VICE CHAIR 2.00 X X 0 0 0 MARK D PEACOCK DIRECTOR 2.00 X 0 0 0 MARK JUNG DIRECTOR 2.00 X 0 0 0 MARY C PATTON DIRECTOR 2.00 X 0 0 0 MARY LOUISE GORNO DIRECTOR 2.00 X 0 0 0 MELANIE CLARKE SECRETARY 4.00 X X 0 0 0 MIEKO HATANO DIRECTOR 2.00 X 0 0 0 MITCH MENCHACA DIRECTOR 2.00 X 0 0 0 PAMELA CARTER DIRECTOR 2.00 X 0 0 0 PATRICIA A RICHARDS DIRECTOR 2.00 X 0 0 0 PAUL HIGGINBOTHAM DIRECTOR 2.00 X 0 0 0 PRATICHI SHAH DIRECTOR 2.00 X 0 0 0 RICK PRINS DIRECTOR 2.00 X 0 0 0 ROBERT NAPARSTEK DIRECTOR 2.00 X 0 0 0 ROBERT W MCDONALD DIRECTOR 2.00 X 0 0 0 RUSSEL JONES DIRECTOR 2.00 X 0 0 0 SHARON HATCHETT DIRECTOR 2.00 X 0 0 0 SHEILA WILLIAMS DIRECTOR 2.00 X 0 0 0 TRINE SORENSEN DIRECTOR 2.00 X 0 0 0 WILLIAM GETTYS DIRECTOR 2.00 X 0 0 0 ANDREW CLARK VP. FINANCE & ADM. 37.50 X 168637 0 16582 HEATHER NOONAN VP ADVOCACY 37.50 X 214801 0 49962 KAREN YAIR VP KNOWLEDGE LEARNING 37.50 X 166402 0 53184 MARLAH MCDUFFIE VP OF DEVELOPMENT 37.50 X 210597 0 20998 SIMON WOODS PRESIDENT/CEO 37.50 X 400153 0 83226 AUDREY ELLIOTT-RISBUD SENIOR DIRECTOR DEV. 37.50 X 116888 0 47121 CAEN THOMASON-REDUS VP INCLUSION & LEARNING 37.50 X 164171 0 44550 RACHEL ROSSOS GALLANT VICE PRES. MARKETING 37.50 X 146760 0 57489 ROBERT SANDLA EDITOR IN CHIEF SYMPHONY 37.50 X 125954 0 27179 STEPHEN ALTER DIRECTOR OF CONFERENCES & BUSINESS 37.50 X 100473 0 43095 1814836 0 443386 12 0 1 0 0 2547968 140000 4721265 7409233 MEETINGS AND SEMINARS 900099 679532 679532 SYMPHONY MAGAZINE 541800 113231 113231 792763 143884 143884 2075 2075 155964 65926 193824 90038 -193824 -103786 -193824 90038 WEBSITE POSTING 900099 13932 13932 PUBLICATIONS 900099 25 25 13957 8258126 485733 127163 235997 1458041 684994 361093 411954 2164441 1703334 78181 382926 63530 49806 1236 12488 348539 223161 35300 90078 269456 169345 34978 65133 15901 15901 83877 83877 38400 38400 29219 29219 569891 295108 254506 20277 957 364 589 4 300831 207365 41835 51631 381588 257891 62069 61628 182787 117929 21039 43819 211070 144383 49456 17231 472344 408449 39565 24330 102667 66734 10267 25666 17435 11333 1743 4359 COMMISSIONS AND HONORAR 95800 95800 BAD DEBT 58381 58381 RECRUITMENT 25148 9563 15489 96 EQUIP RENTAL & REPAIRS 19817 9474 6700 3643 24815 6066 16585 2164 6934935 4544976 1134132 1255827 300 300 1194987 1091867 1259111 2295262 524022 697672 196213 294612 594815 429061 418506 165754 5440622 5732157 301342 660521 9335103 10938145 685830 350426 640150 682844 500000 300618 114576 478066 1940556 1811954 X 1483664 1510477 5910883 7615714 7394547 9126191 9335103 10938145 1323191 408453 0 X X 0 1 X 1 0 X 6605003 7213333 5136627 5013579 7409233 31377775 6605003 7213333 5136627 5013579 7409233 31377775 3947968 27429807 40400 102676 192254 135932 145959 617221 17731 9512 1520 1626 25 30414 32025410 3297466 0.85650 0.85970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 17,541. 2021 AMOUNT: $ 8,607. 2022 AMOUNT: $ 1,125. 2023 AMOUNT: $ 1,576. MAILING LIST - 2020 AMOUNT: $ 190. 2021 AMOUNT: $ 905. 2022 AMOUNT: $ 395. PUBLICATIONS - 2023 AMOUNT: $ 50. 2024 AMOUNT: $ 25. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25973 57904 83877 6851058 6934935 496747 124187 0 0 488671 485596 512504 496747 1983518 2975277 73153 56511 64101 83877 277642 122168 121399 128126 124187 495880 743820 2688 1603 4805 25973 35069 0 4774913 588394 155964 5207343 4562988 411925 200000 4774913 4283630 473668 194310 4562988 5016442 545312 187500 4283630 4298706 902736 185000 5016442 0.68387 0.31613 1 0 62753 62753 447443 373750 73693 84619 55311 29308 165754 SECURITY DEPOSITS 186766 OPERATING LEASE RIGHT-OF-USE ASSETS 473755 660521 LEASE LIABILITY 478066 478066 X 8637360 408453 408453 8228907 29219 29219 8258126 6905716 0 6905716 29219 29219 6934935 PART V, LINE 4: THE LEAGUE'S ENDOWMENT INVESTMENT POLICY IS TO INVEST ASSETS INTO INVESTMENT INSTRUMENTS APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, OR THE INVESTMENT COMMITTEE SUBCOMMITTEE THEREOF, WITH THE ALLOCATION OF FUNDS BASED UPON SPECIFIED TARGET PERCENTAGES (OR RANGE OF TARGET PERCENTAGES) FOR EACH TYPE OF INVESTMENT INSTRUMENT. THE OVERALL INVESTMENT OBJECTIVE IS TO MAXIMIZE THE TOTAL RETURN FROM INCOME (DIVIDENDS AND INTEREST) AND THE APPRECIATION OF INVESTMENTS. ANY INCOME ON THE ENDOWMENT FUNDS AND ANY INCREASE IN VALUE OVER THE HISTORICAL DOLLAR VALUE AT THE TIME OF THE DONATION ARE GENERALLY TRANSFERRED TO GENERAL OPERATING FUNDS WITHIN THE YEAR EARNED FOR PROGRAM PURPOSES, INCLUDING, WHERE REQUIRED, THE PURPOSE AUTHORIZED BY THE RELEVANT CONTRIBUTIONS TO THE ENDOWMENT. CURRENTLY IT IS THE POLICY OF THE BOARD OF DIRECTORS THAT TRANSFERS FROM THE ENDOWMENT FUNDS DO NOT DEPLETE THE VALUE OF THE ENDOWMENT FUNDS BELOW HISTORICAL DOLLAR VALUE AT THE TIME OF DONATION. PART X, LINE 2: THE LEAGUE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024, IN ACCORDANCE WITH FASB ASC TOPIC 740 "INCOME TAXES", WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. X X X X X X 1 RSC FUNDRAISING 2422 EPWORTH ROAD CHANDLER IN 47610 CAMPAIGN CONSULTANT 0 0 38400 0 38400 X X 0 0 0 1 0 0 0 1 0 SIMON WOODS PRESIDENT/CEO 352155 0 25000 0 22998 0 40940 0 42286 0 483379 0 0 0 HEATHER NOONAN VP ADVOCACY 191803 0 0 0 22998 0 9391 0 40571 0 264763 0 0 0 MARLAH MCDUFFIE VP OF DEVELOPMENT 200597 0 10000 0 0 0 4954 0 16044 0 231595 0 0 0 KAREN YAIR VP KNOWLEDGE LEARNING 166402 0 0 0 0 0 7613 0 45571 0 219586 0 0 0 CAEN THOMASON-REDUS VP INCLUSION & LEARNING 164171 0 0 0 0 0 7179 0 37371 0 208721 0 0 0 RACHEL ROSSOS GALLANT VICE PRES. MARKETING 145560 0 0 0 1200 0 7179 0 50310 0 204249 0 0 0 ANDREW CLARK VP. FINANCE & ADM. 168637 0 0 0 0 0 1795 0 14787 0 185219 0 0 0 AUDREY ELLIOTT-RISBUD SENIOR DIRECTOR DEV. 116888 0 0 0 0 0 5429 0 41692 0 164009 0 0 0 ROBERT SANDLA EDITOR IN CHIEF SYMPHONY 125954 0 0 0 0 0 15231 0 11948 0 153133 0 0 0 PART I, LINE 5 THE BONUS REPORTED FOR SIMON WOODS, PRESIDENT/CEO, IS BASED ON WHETHER THE ORGANIZATION MEETS THE FINANCIAL GOALS. PART I, LINE 7 THE BONUS REPORTED FOR MARLAH MCDUFFIE WAS APPROVED BY THE BOARD SCHEDULE J, PART II, COLUMN B(III): THE AMOUNTS REPORETED IN THIS COLUMN REPRESENT CONTRIBUTIONS TO A 457(B) RETIREMENT PLAN FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE LEAGUE OF AMERICAN ORCHESTRAS IS COMPRISED OF OVER 600 ORCHESTRA MEMBERS, 220 INSTITUTIONAL MEMBERS, AND 900 INDIVIDUAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS AND OVERSEE GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDANT ACCOUNTANT PREPARES THE FORM 990. MANAGEMENT REVIEWS THE 990 DRAFT IN DETAIL BEFORE SUBMITTING IT TO THE CEO WHO THEN REVIEWS IT IN DETAIL. ONCE APPROVED BY MANAGEMENT, THE DRAFT 990 IS THE SENT TO THE ENTIRE BOARD WITH A COMMENT PERIOD. ONCE THE REVIEW PERIOD EXPIRES AND, IF THERE ARE NO CHANGES, THE FORM IS FILED WITH THE IRS. IF CHANGES ARE REQUIRED, THE FORM IS UPDATED AND FILED WITH THE IRS PRIOR TO ITS DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE STATEMENT IS DISTRIBUTED TO ALL BOARD MEMBERS AND COLLECTED ANNUALLY AND IS DISCUSSED AT THE TIME THAT IT IS CIRCULATED. THE LEAGUE ALSO INVESTIGATES ANY CONFLICT(S) THAT MAY BE REPORTED BY ANY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15A IN 2015, THE HR COMMITTEE CONDUCTED A STUDY WHICH ESTABLISHES SALARY LEVELS COMPARABLE TO THE EXECUTIVES OF LARGER ORCHESTRAS THROUGHOUT THE US. THE RECRUITING COMMITTEE MADE UP OF BOARD MEMBERS SPECIFICALLY FOR THE RECRUITMENT OF THE NEW CEO ESTABLISHED THE NEW CEO'S COMPENSATION IN 2020. THE CONTRACT WAS APPROVED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS APPEAR ON THE LEAGUE'S WEBSITE. COPIES ARE ALSO MADE AVAILABLE TO ALL MEMBERS AT THE LEAGUE'S ANNUAL MEETING WHICH IS HELD DURING THE ANNUAL CONFERENCE. COPIES ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE FROM THE PRIOR YEAR.