TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) TIFFANY ENGLISH...................................................................... EXECUTIVE DI	40.00 .................		X	70,000
(2) JOSH SOUTHARD...................................................................... PRESIDENT	5.00 .................	X	X	0
(3) PATRICK WARE...................................................................... PRES ELECT	5.00 .................	X	X	0
(4) DAN GULLICK...................................................................... REC SECRETAR	5.00 .................	X	X	0
(5) KAREN PETTY...................................................................... TREASURER	5.00 .................	X	X	0
(6) MANJU DURAIRAJ...................................................................... VP-ELECT DEI	5.00 .................	X	X	0
(7) VICTOR LOZADA...................................................................... VP ELECT DEI	5.00 .................	X	X	0
(8) FAUNA WOOLFE...................................................................... DIRECTOR	1.00 .................	X		0
(9) SARAH FAIRFIELD...................................................................... DIRECTOR	1.00 .................	X		0
(10) NORA GOLDEN...................................................................... DIRECTOR	1.00 .................	X		0
(11) JOSEPH GERSHIN...................................................................... DIRECTOR	1.00 .................	X		0
(12) JEANEAU JULIAN...................................................................... DIRECTOR	1.00 .................	X		0
(13) NATASHA THURMON...................................................................... DIRECTOR	1.00 .................	X		0
(14) MICHELE SAMPSON...................................................................... DIRECTOR	1.00 .................	X		0
(15) CRYSTAL BRILEY...................................................................... DIRECTOR	1.00 .................	X		0
(16) MATTHEW STENSRUD...................................................................... DIRECTOR	1.00 .................	X		0
(17) SARAH WILLIAMS...................................................................... DIRECTOR	1.00 .................	X		0

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

AMERICAN ORFF-SCHULWERK ASSOCIATION

Employer identification number

31-1110361

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	246,895	267,901	332,738	291,011	416,853	1,555,398
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	129,282	228,477	345,213	459,407	398,698	1,561,077
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	376,177	496,378	677,951	750,418	815,551	3,116,475
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)						3,116,475

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...	376,177	496,378	677,951	750,418	815,551	3,116,475
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	5,874	5,889	6,208	4,770		22,741
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.	39,984	46,822				86,806
c	Add lines 10a and 10b.	45,858	52,711	6,208	4,770		109,547
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..		4,894	5,155	5,174		15,223
13	Total support. (Add lines 9, 10c, 11, and 12.)..	422,035	553,983	689,314	760,362	815,551	3,241,245

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

96.150 %

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

95.670 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

3.000 %

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

4.000 %

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART III, LINE 12	5 YR CUMULATIVE OTHER INCOME 15,223

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

AMERICAN ORFF-SCHULWERK ASSOCIATION

Employer identification number

31-1110361

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	894,990	828,860	781,947	965,256	758,955
b	Contributions ...	10,749	8,406	22,143	18,880	4,015
c	Net investment earnings, gains, and losses	94,525	119,209	72,356	-133,998	250,731
d	Grants or scholarships ...	54,609	38,460	35,422	54,372	27,412
e	Other expenditures for facilities and programs ...		10,004	9,304	13,819	9,042
f	Administrative expenses ....	12,183	13,022	12,664		11,991
g	End of year balance ......	931,701	894,990	826,860	781,947	965,256

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

100.000 %

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DEFERRED CONFERENCE REVENUE/OTHER	12,292








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	12,292
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	957,735
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	94,524
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	94,524
3	Subtract line 2e from line 1..................			3	863,211
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	863,211

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1	722,001
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3	722,001
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	722,001

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PAGE 2, PART V, LINE 4	THE INTENDED USE FOR THE ENDOWMENT FUNDS IS FOR VARIOUS PROFESSIONAL DEVELOPMENT SCHOLARSHIPS OR GRANTS TO PURCHASE INSTRUMENTS AND EQUIPMENT. DETAILS ABOUT THESE GRANTS CAN BE FOUND HERE: HTTP://AOSA.ORG/RESOURCES/SCHOLARSHIPS-AND-GRANTS/.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
AMERICAN ORFF-SCHULWERK ASSOCIATION

Employer identification number
31-1110361

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) GRANT - PROFESSIONAL DEV	31	31,805	SCHOLARSHIP
(2) GRANT - OTHER	18	19,203	STIPEND
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

SCHEDULE I, PAGE 1, PART I, LINE 2

SEE "ADDITIONAL INFORMATION"

SCHEDULE I, PAGE 4, PART IV

THERE ARE APPLICATIONS AVAILABLE FOR ALL OF THE SCHOLARSHIPS AND GRANTS THAT ARE COMPLETED AND RETURNED TO US. THE FINANCIAL ASSISTANCE COMMITTEE REVIEWS BLIND VERSIONS OF THE APPLICATIONS TO DETERMINE AWARDS BASED ON INDIVIDUAL NEED FOR PROFESSIONAL DEVELOPMENT TRAINING SCHOLARSHIPS OR SCHOOL NEED FOR INSTRUMENT GRANTS BASED ON THE SCHOOL'S FREE/REDUCED LUNCH PROGRAM RATE. FOR THE RESEARCH GRANTS AWARDS ARE BASED ON THE QUALITY OF THE RESEARCH AND WHETHER IT WOULD CONTRIBUTE TO THE ADVANCEMENT OF ORFF SCHULWERK. APPLICATIONS FOR GUNILD KEETMAN ASSISTANCE FUND, SHIELDS- GILLESPIE SCHOLARSHIP AND AOSA TAP FUND ARE DUE JANUARY 25TH EVERY YEAR. THE BARBARA POTTER SCHOLARSHIP FUND IS DUE JANUARY 25TH OF EVEN YEARS. THESE APPLICATIONS ARE COLLECTED AT AOSA HEADQUARTERS. EACH APPLICANT MUST SUBMIT TWO COPIES, ONE WITH ALL PERSONAL INFORMATION REMOVED. THE REDACTED COPIES ARE ELECTRONICALLY SHARED WITH THE FINANCIAL ASSISTANCE COMMITTEE (ON BOARD COMMITTEE) WHO REVIEWS THE APPLICATIONS AND MAKES THEIR DECISION AT THE MARCH NATIONAL BOARD OF TRUSTEES MEETINGS. RECIPIENTS ARE NOTIFIED IN APRIL. FOR SCHOLARSHIPS PROVIDING FUNDS FOR PROFESSIONAL DEVELOPMENT TRAINING WE IMMEDIATELY REQUEST THE AMOUNT FROM THE FUNDS AT THE CLEVELAND FOUNDATION. ONCE RECEIVED WE PROCESS PAYMENT OF THE AWARDS IN MAY. FOR THE GRANTS PROVIDING INSTRUMENTS AOSA HEADQUARTERS ORDERS THE INSTRUMENTS BASED ON A LIST PROVIDED IN THE APPLICATION. ONCE WE KNOW THE TRUE COST OF THE INSTRUMENTS WE REQUEST THE FUNDS FROM THE CLEVELAND FOUNDATION AND PURCHASE THE INSTRUMENTS. WE TRY TO HAVE INSTRUMENTS ORDERED AND SHIPPED BEFORE THE END OF THE SCHOOL YEAR. APPLICATIONS FOR RESEARCH GRANTS ARE DUE JANUARY 25TH AND JULY 25TH. THE RESEARCH INTEREST GROUP (OFF BOARD COMMITTEE) RECEIVES ONLY PART IV OF THE APPLICATION WHICH DESCRIBES THE RESEARCH PROJECT. THIS PART DOES NOT INCLUDE ANY PERSONAL INFORMATION SO THE REVIEW PROCESS IS ALSO BLIND. THE RESEARCH INTEREST GROUP MAKES A RECOMMENDATION TO THE RESEARCH COMMITTEE (ON BOARD COMMITTEE) WHO CONFIRMS THE DECISION AT THE MARCH NATIONAL BOARD OF TRUSTEES MEETING. GRANTS ARE PAID OUT WHEN THE RESEARCHER REQUESTS THE FUNDS AS LONG AS THEY DO SO WITHIN 6 MONTH OF WHEN THEY WERE AWARDED. FAILURE TO DO SO MEANS THEY FORFEIT THE AWARD. APPLICATIONS FOR THE INTERNATIONAL OUTREACH GRANT ARE DUE ON A ROLLING BASIS. AS THEY COME IN THEY ARE FORWARDED TO THE INTERNATIONAL OUTREACH COMMITTEE (OFF BOARD COMMITTEE) TO EVALUATE WHERE THERE IS A NEED TO PROVIDE FUNDS TO SUPPORT AN AMERICAN PRACTITIONER WHO IS PROVIDING ORFF SCHULWERK TRAINING IN ANOTHER COUNTRY.

Schedule I (Form 990) Rev. 1-2025

Additional Data

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SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

AMERICAN ORFF-SCHULWERK ASSOCIATION

Employer identification number

31-1110361

Return Reference	Explanation
FORM 990 - ORGANIZATION'S MISSION	THE MISSION OF AMERICAN ORFF-SHULWERK ASSOCIATION IS TO DEMONSTRATE THE VALUE OF ORFF-SCHULWERK AND PROMOTE ITS WIDESPREAD USE; TO SUPPORT THE PROFESSIONAL DEVELOPMENT OF OUR MEMBERS; AND TO INSPIRE AND ADVOCATE FOR THE CREATIVE POTENTIAL OF ALL LEARNERS.
FORM 990, PAGE 2, PART III, LINE 4A	THE AMERICAN ORFF-SCHULWERK ASSOCIATION ANNUAL PROFESSIONAL DEVELOPMENT CONFERENCE OFFERS CONTINUING EDUCATION OPPORTUNITIES TO AOSA MEMBERSHIP TO EXPAND THE TEACHING OF THE CREATIVE MUSIC AND MOVEMENT APPROACH DEVELOPED BY CARL ORFF AND GUNILD KEETMAN. PRESENTED ANNUALLY IN NOVEMBER, THE CONFERENCE HISTORICALLY SERVES MORE THAN 1,000 REGISTRANTS ATTENDING 70+ WORKSHOPS,PRESENTATIONS, AND PERFORMANCES. CONFERENCE ATTENDEES MAY ALSO VISIT MUSIC EDUCATION VENDORS TO LEARN MORE ABOUT PRODUCTS AND SERVICES RELATING TO ORFF SCHULWERK. THE FYE 2025 AOSA PROFESSIONAL DEVELOPMENT CONFERENCE WAS HELD IN DES MOINES. AOSA PROVIDES DIGITAL/VIRTUAL TRAINING AND RESOURCES VIA THE AOSA WEBSITE. AOSA IS COMMITTED TO SUPPORTING A DIVERSE AND INCLUSIVE MEMBERSHIP, PROMOTING AN UNDERSTANDING OF ISSUES OF DIVERSITY AND INCLUSION, AND PROVIDING TEACHING AND LEARNING RESOURCES THAT RESPECT, AFFIRM, AND PROTECT THE DIGNITY AND WORTH OF ALL.
FORM 990, PAGE 2, PART III, LINE 4B	IN PARTNERSHIP WITH APPROXIMATELY 100 CHAPTERS, THE AMERICAN ORFF-SCHULWERK ASSOCIATION SUPPORTS WORKSHOPS THAT PROVIDE CONTINUING EDUCATION IN ORFF SCHULWERK. THESE 250+ ANNUAL WORKSHOPS ARE PRESENTED BY APPROVED AOSA MEMBERS. ADDITIONALLY, AOSA PROVIDES ENDORSEMENT TO MORE THAN 50 CONTINUING EDUCATION/CERTIFICATION PROGRAMS PRESENTED BY COLLEGES, UNIVERSITIES, SCHOOL DISTRICTS, AND AOSA CHAPTERS. A STANDING AOSA-APPROVED CURRICULUM AND AOSA-SANCTIONED INSTRUCTORS ARE USED BY THESE PROGRAMS TO ENSURE MEMBERSHIP RECEIVES CONSISTENT AND EQUAL TRAINING IN THE APPROACH WHICH CAN ULTIMATELY LEAD TO AOSA CERTIFICATION UPON COMPLETION OF THE THREE LEVELS OF CURRICULUM. AOSA ALSO PROVIDES MEMBERS ACCESS TO A RESOURCE LIBRARY CONTAINING VARIOUS RECORDINGS, ARTICLES, LESSON PLANS,AND RESOURCES RELATING TO TEACHING ORFF SCHULWERK IN VARIOUS SETTINGS. THROUGH SEVERAL ENDOWMENTS AND ORGANIZATIONAL MONIES, GRANTS ARE OFFERED TO AOSA MEMBERS TO SUPPORT ATTENDANCE AT LEVELS COURSES OR INTERNATIONAL ORFF SCHULWERK TRAINING OPPORTUNITIES, INSTRUMENT PURCHASE FOR THE CLASSROOM USE, AND RESEARCH ACTIVITIES. FINALLY, AOSA CHAPTERS QUALIFY FOR GRANTS RELATING TO THEIR GROWTH AND NEEDS IN PRESENTING THE SCHULWERK IN THEIR COMMUNITY
FORM 990, PAGE 2, PART III, LINE 4C	PUBLICATIONS BY THE AMERICAN ORFF-SCHULWERK ASSOCIATION PROVIDE ON-GOING MATERIALS, RESEARCH, AND INFORMATION TO PROMOTE THE ORFF SCHULWERK APPROACH TO MUSIC AND MOVEMENT EDUCATION. THE PRINT PUBLICATION, THE ORFF ECHO IS A QUARTERLY JOURNAL DEDICATED TO PROVIDING RESEARCH AND PRACTICAL KNOWLEDGE RELATING TO MUSIC EDUCATION THROUGH THE SCHULWERK. REVERBERATIONS IS A BI-MONTHLY ELECTRONIC NEWSLETTER CONTAINING LEARNING OPPORTUNITIES FOR CLASSROOM AND COMMUNITY USE. A MONTHLY NEWSLETTER, THE AOSA ESSENTIALS, KEEPS MEMBERS INFORMED OF ORGANIZATIONAL ACTIVITIES WHILE THE AOSA WEBSITE/APP/SOCIAL MEDIA OFFERS TIMELY AND RELEVANT INFORMATION TO MEMBERSHIP AND THE GREATER COMMUNITY REGARDING ORFF SCHULWERK AND MUSIC EDUCATION. ADDITIONAL STAND-ALONE PUBLICATIONS ARE ALSO PRODUCED TO SUPPORT THE MISSION OF PROMOTING ORFF SCHULWERK TO THE GREATER COMMUNITY.
FORM 990, PAGE 2, PART III, LINE 4D	RESEARCH GRANT THE RESEARCH GRANT ENCOURAGES RESEARCH IN VARIED APPLICATIONS OF ORFF SCHULWERK, PROMOTING THE ORFF SCHULWERK PHILOSOPHY AND PROCESS. AWARDS UP TO 8,000 MAY BE GRANTED FOR SELECTED RESEARCH PROPOSALS. RESEARCH PARTNERSHIP GRANT THE RESEARCH PARTNERSHIP GRANT ENCOURAGES COLLABORATIVE RESEARCH PROJECTS BETWEEN A SCHOOL MUSIC TEACHER AS THE PRIMARY INVESTIGATOR/TEAM LEADER AND A UNIVERSITY-BASED RESEARCHING TEACHER. AOSA'S BLACK,BROWN, INDIGENOUS, AND ASIAN OUTREACH SCHOLARSHIP PROVIDES UP TO 1,400 FUNDING FOR A PERSON OF A THESE BACKGROUNDS TO ATTEND THE AOSA PROFESSIONAL DEVELOPMENT CONFERENCE TO RECEIVE TRAINING IN ORFF-SCHULWERK.
FORM 990, PAGE 6, PART VI, LINE 7A	MEMBERS HAVE THE RIGHT TO ELECT THE GOVERNING BODY.
FORM 990, PAGE 6, PART VI, LINE 11B	THE FORM 990 IS PRESENTED TO THE FINANCE STAFF, EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE IS DELEGATED AUTHORITY BY THE BOARD TO APPROVE THE 990 FOR FILING. AFTER THE EXECUTIVE COMMITTEE'S APPROVAL, THE 990 IS PROVIDED ELECTRONICALLY TO THE BOARD PRIOR TO FILING WITH THE IRS.
FORM 990, PAGE 6, PART VI, LINE 12C	EACH YEAR, THE BOARD MEMBERS ARE ASKED TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION ARE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTEREST OF THE ORGANIZATION AND THE PUBLIC GOOD. THE CONFLICT OF INTEREST STATEMENT REQUESTS BOARD MEMBERS TO IDENTIFY TO THE BEST OF THEIR KNOWLEDGE AFFILIATIONS WITH ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIALS OR OTHER SUBSTANTIVE OPERATIONS OF THE ORGANIZATION. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. AT THE STAFF LEVEL, THE ORGANIZATION'S PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING THE ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN TO BOTH ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD.
FORM 990, PAGE 6, PART VI, LINE 15A	THE EXECUTIVE COMMITTEE ANNUALLY EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. COMPENSATION IS BASED ON PERFORMANCE AND COMPARED TO OTHER AREA MISSION-COMPARABLE ORGANIZATIONS OF SIMILAR SIZE. THE BOARD HAS ADOPTED THE IRS-WRITTEN "REBUTTABLE PRESUMPTION" CHECKLIST WHICH IS COMPLETED CONTEMPORANEOUS WITH THE PERFORMANCE REVIEW.
FORM 990, PAGE 6, PART VI, LINE 15B	COMPENSATION FOR STAFF WITHIN THE ORGANIZATION IS DETERMINED BY THE EXECUTIVE DIRECTOR. THE LEVEL OF COMPENSATION IS SET BASED ON PERFORMANCE AND IN RELATION TO OTHER AREA MISSION-COMPARABLE ORGANIZATIONS OF SIMILAR SIZE. THIS COMPENSATION IS A COMPONENT OF THE BUDGET, WHICH IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND ALSO BY THE BOARD AS A WHOLE.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, FORM 990 CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF AMERICAN ORFF-SHULWERK ASSOCIATION IS TO DEMONSTRATE THE VALUE OF ORFF-SCHULWERK AND PROMOTE ITS WIDESPREAD USE; TO SUPPORT THE PROFESSIONAL DEVELOPMENT OF OUR MEMBERS; AND TO INSPIRE AND ADVOCATE FOR THE CREATIVE POTENTIAL OF ALL LEARNERS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	18
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	4
6	Total number of volunteers (estimate if necessary) .............	6	125
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	47,660
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	291,011	416,853
9	Program service revenue (Part VIII, line 2g) .........	381,532	421,994
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	123,981	19,170
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	7,024	5,194
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	803,548	863,211
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	38,460	51,008
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	171,278	315,043
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 42,287
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	405,548	355,950
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	615,286	722,001
19	Revenue less expenses. Subtract line 18 from line 12.......	188,262	141,210
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,583,726	1,830,657
21	Total liabilities (Part X, line 26).............	20,848	32,045
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,562,878	1,798,612

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 394,241 including grants of $ 31,805 ) (Revenue $ 421,994 )
	THE AMERICAN ORFF-SCHULWERK ASSOCIATION ANNUAL PROFESSIONAL DEVELOPMENT CONFERENCE OFFERS CONTINUING EDUCATION OPPORTUNITIES TO AOSA MEMBERSHIP TO EXPAND THE TEACHING OF THE CREATIVE MUSIC AND MOVEMENT APPROACH DEVELOPED BY CARL ORFF AND GUNILD KEETMAN. PRESENTED ANNUALLY IN NOVEMBER, THE CONFERENCE HISTORICALLY SERVES MORE THAN 1,000 REGISTRANTS ATTENDING 70+ WORKSHOPS,PRESENTATIONS, AND PERFORMANCES. CONFERENCE ATTENDEES MAY ALSO VISIT MUSIC EDUCATION VENDORS TO LEARN MORE ABOUT PRODUCTS AND SERVICES RELATING TO ORFF SCHULWERK. THE FYE 2025 AOSA PROFESSIONAL DEVELOPMENT CONFERENCE WAS HELD IN DES MOINES. AOSA PROVIDES DIGITAL/VIRTUAL TRAINING AND RESOURCES VIA THE AOSA WEBSITE. AOSA IS COMMITTED TO SUPPORTING A DIVERSE AND INCLUSIVE MEMBERSHIP, PROMOTING AN UNDERSTANDING OF ISSUES OF DIVERSITY AND INCLUSION, AND PROVIDING TEACHING AND LEARNING RESOURCES THAT RESPECT, AFFIRM, AND PROTECT THE DIGNITY AND WORTH OF ALL.

4b	(Code: ) (Expenses $ 30,427 including grants of $ ) (Revenue $ )
	IN PARTNERSHIP WITH APPROXIMATELY 100 CHAPTERS, THE AMERICAN ORFF-SCHULWERK ASSOCIATION SUPPORTS WORKSHOPS THAT PROVIDE CONTINUING EDUCATION IN ORFF SCHULWERK. THESE 250+ ANNUAL WORKSHOPS ARE PRESENTED BY APPROVED AOSA MEMBERS. ADDITIONALLY, AOSA PROVIDES ENDORSEMENT TO MORE THAN 50 CONTINUING EDUCATION/CERTIFICATION PROGRAMS PRESENTED BY COLLEGES, UNIVERSITIES, SCHOOL DISTRICTS, AND AOSA CHAPTERS. A STANDING AOSA-APPROVED CURRICULUM AND AOSA-SANCTIONED INSTRUCTORS ARE USED BY THESE PROGRAMS TO ENSURE MEMBERSHIP RECEIVES CONSISTENT AND EQUAL TRAINING IN THE APPROACH WHICH CAN ULTIMATELY LEAD TO AOSA CERTIFICATION UPON COMPLETION OF THE THREE LEVELS OF CURRICULUM. AOSA ALSO PROVIDES MEMBERS ACCESS TO A RESOURCE LIBRARY CONTAINING VARIOUS RECORDINGS, ARTICLES, LESSON PLANS,AND RESOURCES RELATING TO TEACHING ORFF SCHULWERK IN VARIOUS SETTINGS. THROUGH SEVERAL ENDOWMENTS AND ORGANIZATIONAL MONIES, GRANTS ARE OFFERED TO AOSA MEMBERS TO SUPPORT ATTENDANCE AT LEVELS COURSES OR INTERNATIONAL ORFF SCHULWERK TRAINING OPPORTUNITIES, INSTRUMENT PURCHASE FOR THE CLASSROOM USE, AND RESEARCH ACTIVITIES. FINALLY, AOSA CHAPTERS QUALIFY FOR GRANTS RELATING TO THEIR GROWTH AND NEEDS IN PRESENTING THE SCHULWERK IN THEIR COMMUNITY

4c	(Code: ) (Expenses $ 131,547 including grants of $ ) (Revenue $ )
	PUBLICATIONS BY THE AMERICAN ORFF-SCHULWERK ASSOCIATION PROVIDE ON-GOING MATERIALS, RESEARCH, AND INFORMATION TO PROMOTE THE ORFF SCHULWERK APPROACH TO MUSIC AND MOVEMENT EDUCATION. THE PRINT PUBLICATION, THE ORFF ECHO IS A QUARTERLY JOURNAL DEDICATED TO PROVIDING RESEARCH AND PRACTICAL KNOWLEDGE RELATING TO MUSIC EDUCATION THROUGH THE SCHULWERK. REVERBERATIONS IS A BI-MONTHLY ELECTRONIC NEWSLETTER CONTAINING LEARNING OPPORTUNITIES FOR CLASSROOM AND COMMUNITY USE. A MONTHLY NEWSLETTER, THE AOSA ESSENTIALS, KEEPS MEMBERS INFORMED OF ORGANIZATIONAL ACTIVITIES WHILE THE AOSA WEBSITE/APP/SOCIAL MEDIA OFFERS TIMELY AND RELEVANT INFORMATION TO MEMBERSHIP AND THE GREATER COMMUNITY REGARDING ORFF SCHULWERK AND MUSIC EDUCATION. ADDITIONAL STAND-ALONE PUBLICATIONS ARE ALSO PRODUCED TO SUPPORT THE MISSION OF PROMOTING ORFF SCHULWERK TO THE GREATER COMMUNITY.

	(Code: ) (Expenses $ 19,203 including grants of $ 19,203 ) (Revenue $ )
	RESEARCH GRANT THE RESEARCH GRANT ENCOURAGES RESEARCH IN VARIED APPLICATIONS OF ORFF SCHULWERK, PROMOTING THE ORFF SCHULWERK PHILOSOPHY AND PROCESS. AWARDS UP TO 8,000 MAY BE GRANTED FOR SELECTED RESEARCH PROPOSALS. RESEARCH PARTNERSHIP GRANT THE RESEARCH PARTNERSHIP GRANT ENCOURAGES COLLABORATIVE RESEARCH PROJECTS BETWEEN A SCHOOL MUSIC TEACHER AS THE PRIMARY INVESTIGATOR/TEAM LEADER AND A UNIVERSITY-BASED RESEARCHING TEACHER. AOSA'S BLACK,BROWN, INDIGENOUS, AND ASIAN OUTREACH SCHOLARSHIP PROVIDES UP TO 1,400 FUNDING FOR A PERSON OF A THESE BACKGROUNDS TO ATTEND THE AOSA PROFESSIONAL DEVELOPMENT CONFERENCE TO RECEIVE TRAINING IN ORFF-SCHULWERK.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 19,203 including grants of $ 19,203 ) (Revenue $ )
4e	Total program service expenses575,418

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	70,000

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MELISSA MAROTTA........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(19) KATIE SETTLEBERRY........................................................................ DIRECTOR	1.00 .......................	X	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b	243,760
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	63,545

f	All other contributions, gifts, grants, and similar amounts not included above		1f	109,548

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		416,853

		Business Code
2a	CONFERENCE REVENUE	900099	340,196	340,196
b	ORFF ECHO/ DIR	541800	47,660		47,660
c	MISCELLANEOUS	900099	34,138	34,138
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		421,994

3 Investment income (including dividends, interest, and othersimilar amounts) ......			19,170	19,170
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	3,794
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..			3,794	3,794

Business Code
11a	UNUSED GRANT FUNDS			1,400	1,400
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,400
12	Total revenue. See instructions.....			863,211	398,698	47,660

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	51,008	51,008
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	70,000	58,100	10,500	1,400
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	97,753	29,831	27,210	40,712
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........	147,290	122,450	24,840
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	46,605	42,318	4,287
14	Information technology ......	81,095	81,095
15	Royalties ..
16	Occupancy ...........	15,000	15,000
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	95,902	95,902
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	15,925	5,249	10,676
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	SPECIAL PROJECTS	32,671	26,387	6,284
b	OTHER EXPENSES	24,181	12,038	11,968	175
c	CHAPTER SUPPORT	11,700	8,100	3,600
d	EQUIPMENT TRANSPORTATION	11,300	11,300
e	All other expenses	21,571	16,640	4,931
25	Total functional expenses. Add lines 1 through 24e	722,001	575,418	104,296	42,287
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		431,523	1	564,372
2	Savings and temporary cash investments .........			2
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		12,834	4	13,965
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............		2,000	8	2,000
9	Prepaid expenses and deferred charges ......		35,919	9	33,270
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		1,099,350	11	1,214,950
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		2,100	15	2,100
16	Total assets. Add lines 1 through 15 (must equal line 33)...		1,583,726	16	1,830,657

17	Accounts payable and accrued expenses .....	5,060	17	11,146
18	Grants payable ...	7,469	18	8,607
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	8,319	25	12,292
26	Total liabilities. Add lines 17 through 25..	20,848	26	32,045

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,562,878	27	1,798,612
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,562,878	32	1,798,612
33	Total liabilities and net assets/fund balances ........	1,583,726	33	1,830,657