PACIFIC SYMPHONY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC SYMPHONY (EIN 95-3635496)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349306965
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:00:56-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SPECTRUM CENTER DRIVE STE 1000 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953635496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pacific Symphony | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SEAN SUTTON | InCareOfNm |
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 7147555788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17620 Fitch 100 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN SUTTON | PersonNm |
| Person Title | EXECUTIVE VP AND COO | PersonTitleTxt |
| Phone | 7147555788 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SEAN | PersonFirstNm |
| Person Last | SUTTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | richard l ruvelson | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 9492612808 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SEAN SUTTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17620 Fitch 100 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,290,988 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PACIFICSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Performs inspiring, entertaining, and healing music, connect communities through diverse programming, inspire youth, provide therapeutic benefit, & promote the well-being. | ActivityOrMissionDesc |
| Voting Members Governing Body | 73 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 72 | VotingMembersIndependentCnt |
| Total Employee | 473 | TotalEmployeeCnt |
| Total Volunteers | 1650 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,971,736 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,848,468 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,284,876 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,408,164 | CYProgramServiceRevenueAmt |
| PY Investment Income | $315,799 | PYInvestmentIncomeAmt |
| CY Investment Income | $833,663 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,298,025 | PYOtherRevenueAmt |
| CY Other Revenue | $1,635,252 | CYOtherRevenueAmt |
| PY Total Revenue | $30,870,436 | PYTotalRevenueAmt |
| CY Total Revenue | $23,725,547 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,496,652 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,081,143 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $56,121 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $32,052 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,918,457 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,195,175 | PYOtherExpensesAmt |
| CY Other Expenses | $10,833,990 | CYOtherExpensesAmt |
| PY Total Expenses | $21,747,948 | PYTotalExpensesAmt |
| CY Total Expenses | $23,947,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,122,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$221,638 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,774,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,229,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,694,284 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,754,122 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,080,628 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,475,634 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Pacific Symphony, a cornerstone cultural organization serving Orange County, reaches over 250,000 individuals annually with diverse orchestral performances, chamber music, opera, choral music, and premieres of new works. Broadcasting 12 Classical Series Performances on KUSC radio expands the Symphony's reach. Through education and community engagement programs like Heartstrings, Symphony in the Cities, The Lantern Festival, and Symphony on the Go, tens of thousands of community members gain free access to the Symphony's offerings. Pacific Symphony's commitment extends to music education, providing assemblies in elementary schools and training over 300 middle and high school students yearly through Pacific Symphony Youth Ensembles. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,991,197 | ExpenseAmt |
| Revenue | $6,737,493 | RevenueAmt |
| Desc | CLASSICAL, POPS CONCERTS, OUTDOOR CONCERTS, CONCERTS FOR BALLET, CHORALE GROUPS AND OTHER ORGANIZATIONS APPROXIMATELY 125,000 OF EXPERIENCES PROVIDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,221,379 | ExpenseAmt |
| Revenue | $1,670,671 | RevenueAmt |
| Desc | EDUCATIONAL EVENTS AND COMMUNITY OUTREACH PROGRAMS INCLUDING APPRECIATION OF MUSIC IN SCHOOL PROGRAMS, FAMILY CONCERTS, YOUTH ORCHESTRA AND OTHERS APPROXIMATELY 100,000 EXPERIENCES PROVIDED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,212,576 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 155 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 473 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 73 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 72 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN SUTTON | PersonNm |
| Phone | 7147555788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17620 FITCH SUITE 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (83 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MR CARL ST CLAIR | |||||||||
| MUSIC DIRECTOR | 40.0 | 0.0 | Yes (X) | $475,206 | $0 | $14,712 | |||
| Mr JOHN E FORSYTE | |||||||||
| PRESIDENT | 40.0 | 0.0 | $362,990 | $0 | $28,736 | Yes (X) | Yes (X) | ||
| MR DENNIS KIM | |||||||||
| Concertmaster | 40.0 | 0.0 | Yes (X) | $285,070 | $0 | $0 | |||
| Mr GREGORY COX | |||||||||
| VP of DEV.& EXT. relations | 40.0 | 0.0 | Yes (X) | $240,000 | $0 | $13,226 | |||
| MR SEAN SUTTON | |||||||||
| EVP & COO | 40.0 | 0.0 | $191,291 | $0 | $15,646 | Yes (X) | |||
| Nikki Crabtree-Palley | |||||||||
| SR. DIR. OF MAJOR giFTS | 40.0 | 0.0 | Yes (X) | $162,392 | $0 | $5,710 | |||
| EILEEN JEANETTE | |||||||||
| VP of ARTISTIC & ORCH. | 40.0 | 0.0 | $155,435 | $0 | $10,624 | Yes (X) | |||
| Jesse Hiser | |||||||||
| SR DIRECTOR OF FINANCE | 40.0 | 0.0 | $132,661 | $0 | $7,664 | Yes (X) | |||
| JENNISE HWANG | |||||||||
| MUSICIAN | 14.0 | 0.0 | $132,383 | $0 | $0 | Yes (X) | |||
| JOSEPH SCHILLACI | |||||||||
| DIRECTOR OF MAJOR GIFTS | 40.0 | 0.0 | $127,974 | $0 | $1,970 | Yes (X) | |||
| SUSAN MILLER KOTES | |||||||||
| VP - EDUCATION & COMMUNITY ENG | 40.0 | 0.0 | $114,005 | $0 | $8,852 | Yes (X) | |||
| MR AUTHUR ONG | |||||||||
| BOARD CHAIR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| MR JOHN R EVANS | |||||||||
| BOARD AFFAIRS, IMMEDIATE PAST | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| MR MARK NIELSEN | |||||||||
| VICE CHAIR, FINANCE & TREASURE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| MS SUSAN ANDERSON | |||||||||
| VICE CHAIR, DEVELOPMENT | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| MRS LEONA ARONOFF-SADACCA | |||||||||
| VICE CHAIR, DEVELOPMENT | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS LINDSAY AYERS | |||||||||
| IMMEDIATE PAST CHAIR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR RICH BRIDGFORD | |||||||||
| SECRETARY | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR ERIC CHAMBERLAIN | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DR JO ELLEN ALLEN-CHATHAM | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR PATRICK CHENG | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS CAROL CHOI | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR BOB DAVEY | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS GINNY DAVIES | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR WILLIAM DOLAN | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS LUCY DUNN | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS BARBARA FOSTER | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS MARIA FRANCIS | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR MICHAEL S GORDON | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR NICHOLAS GREENKO | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR ANDY HANSON | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DR DONALD HECHT | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR BRIAN HERVEY | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS MICHELLE HOROWITZ | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR JAMES NEWTON HOWARD | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR DONALD HU | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR JERRY HUANG | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR REZA JAHANGIRI | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR JOHN MARK JENNINGS | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR SETH JOHNSON | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DR EDWARD KIM | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS JOANN LEATHERBY | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS AGNES LEW | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS ROBIN LIU | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR PHILLIP N LYONS | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS DIANA MARTIN | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS PATRICIA MCAULEY | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR DAVID V MELILLI | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS LOUISE MERAGE | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR ABBAS MOHADDES | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS HAYDEE MOLLURA | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR TIMOTHY J MOLNAR | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR MAURICE MURRAY | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS TAWNI NGUYEN | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS STACEY NICHOLAS | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR DAVID ONTKO | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS ANOOSHEH OSKOUIAN | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS KARIN L PEARSON | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR JOHN PELLER | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS JUDITH POSNIKOFF | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS MICHELLE ROH | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS CHIYO ROWE | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR ED SACHS | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR SCOTT SEIGEL | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS RONNA SHIPMAN | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DR EVAN B SIEGEL | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR HON H WARREN SIEGEL | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR RONALD M SIMON | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR AL SPECTOR | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS ELIZABETH STAHR | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR WALTER STAHR | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MC SUNGAILA | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS CAROLANN TASSIOS | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR ANDY THORBURN | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR CHRISTOPHER TOWER | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR DAVID TROOB | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR BART VAN AARDENNE | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR FRAMROZE VIRJEE | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR HENRY WALKER | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MS JUDY WHITMORE | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS NANCY WONG | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MRS JANE FUJISHIGE YADA | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MR CHARLES ZHANG | |||||||||
| DIRECTOR | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,379,407 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,140 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEGESTROM CENTER FOR THE ARTS | |||||
| 600 TOWN CENTER DR | COSTA MESA | CA | 92626 | RENTAL & SERVIC | $2,564,445 |
| PATINA CATERING | |||||
| 1150 S Olive St Ste TGL25 | LOS ANGELES | CA | 90015 | EVENTS CATERING | $329,106 |
| OCDM MARKETING COMPANY | |||||
| 2672 Dow Ave | TUSTIN | CA | 92780 | PRINTING/ADVERTISING | $284,499 |
| BRITE IDEAS BY GREG CHRISTY INC | |||||
| 23161 Antonio Pkwy | RANCHO SANTA MARGARITA | CA | 92688 | STAGE LIGHTING-GALA | $255,770 |
| WILLIAM MORRIS ENDEAVOR ENTERTAINME | |||||
| 9601 Wilshire Blvd | BEVERLY HILLS | CA | 902105213 | GUEST ARTIST FEES/EX | $247,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,183,511 | FundraisingAmt |
| Government Grants | $344,000 | GovernmentGrantsAmt |
| All Other Contributions | $11,320,957 | AllOtherContributionsAmt |
| Noncash Contributions | $2,285,838 | NoncashContributionsAmt |
| Total Contributions | $12,848,468 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT TICKET SALES | 711190 | $6,737,493 | $6,737,493 |
| CONTRACTED CONCERTS | 711190 | $1,282,149 | $1,282,149 |
| EDN. PROGRAMS/CONCERTS | 711190 | $388,522 | $388,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,408,164 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $739,982 | TotalRevenueColumnAmt |
| Exclusion | $739,982 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,861,052 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,767,371 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,681 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,681 | TotalRevenueColumnAmt |
| Exclusion | $93,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,145,560 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,183,511 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $777,693 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,367,867 | TotalRevenueColumnAmt |
| Exclusion | $1,367,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $47,708 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $20,377 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,331 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $240,054 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $240,054 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $240,054 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,725,547 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,675,549 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,201,530 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,339 | TotalAmt |
| Program Services | $778,175 | ProgramServicesAmt |
| Management And General | $530,966 | ManagementAndGeneralAmt |
| Fundraising | $502,198 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,112,450 | TotalAmt |
| Program Services | $6,995,777 | ProgramServicesAmt |
| Management And General | $1,585,875 | ManagementAndGeneralAmt |
| Fundraising | $530,798 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,352 | TotalAmt |
| Program Services | $703,527 | ProgramServicesAmt |
| Management And General | $32,258 | ManagementAndGeneralAmt |
| Fundraising | $5,567 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,293 | TotalAmt |
| Program Services | $434,471 | ProgramServicesAmt |
| Management And General | $155,995 | ManagementAndGeneralAmt |
| Fundraising | $53,827 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,709 | TotalAmt |
| Program Services | $565,633 | ProgramServicesAmt |
| Management And General | $134,249 | ManagementAndGeneralAmt |
| Fundraising | $71,827 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,016 | TotalAmt |
| Program Services | $410,000 | ProgramServicesAmt |
| Management And General | $92,016 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,540 | TotalAmt |
| Management And General | $83,540 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,052 | TotalAmt |
| Fundraising | $32,052 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,204 | TotalAmt |
| Management And General | $95,204 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,937 | TotalAmt |
| Program Services | $48,574 | ProgramServicesAmt |
| Management And General | $364,398 | ManagementAndGeneralAmt |
| Fundraising | $228,965 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,077,909 | TotalAmt |
| Management And General | $1,670,124 | ManagementAndGeneralAmt |
| Fundraising | $407,785 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,409 | TotalAmt |
| Program Services | $32,776 | ProgramServicesAmt |
| Management And General | $377,593 | ManagementAndGeneralAmt |
| Fundraising | $68,040 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,558 | TotalAmt |
| Management And General | $268,558 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,840 | TotalAmt |
| Program Services | $81,840 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,758 | TotalAmt |
| Program Services | $139,100 | ProgramServicesAmt |
| Management And General | $71,658 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,700 | TotalAmt |
| Program Services | $13,985 | ProgramServicesAmt |
| Management And General | $46,169 | ManagementAndGeneralAmt |
| Fundraising | $10,546 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,501 | TotalAmt |
| Program Services | $2,476 | ProgramServicesAmt |
| Management And General | $8,445 | ManagementAndGeneralAmt |
| Fundraising | $2,580 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,629 | TotalAmt |
| Program Services | $272,335 | ProgramServicesAmt |
| Management And General | $140,294 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,915 | TotalAmt |
| Program Services | $54,084 | ProgramServicesAmt |
| Management And General | $90,831 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION & EXHIBITION | $4,878,764 | $4,878,764 | ||
| EDUCATIONAL PROGRAMS | $744,245 | $744,245 | ||
| OTHER | $129,065 | $56,814 | $67,979 | $4,272 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,947,185 | TotalAmt |
| Program Services | $16,212,576 | ProgramServicesAmt |
| Management And General | $5,816,152 | ManagementAndGeneralAmt |
| Fundraising | $1,918,457 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $844,238 | BOYAmt |
| EOY | $5,137,479 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,649,270 | BOYAmt |
| EOY | $3,199,325 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,125,950 | BOYAmt |
| EOY | $9,409,791 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,339,898 | BOYAmt |
| EOY | $1,251,241 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,754 | BOYAmt |
| EOY | $838,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,459,073 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,912,570 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,877,347 | BOYAmt |
| EOY | $6,546,503 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,958,255 | BOYAmt |
| EOY | $28,673,049 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,200 | BOYAmt |
| EOY | $174,200 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,774,912 | BOYAmt |
| EOY | $55,229,756 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,789,038 | BOYAmt |
| EOY | $2,081,683 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,905,246 | BOYAmt |
| EOY | $2,672,439 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,694,284 | BOYAmt |
| EOY | $4,754,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,416,584 | BOYAmt |
| EOY | $12,662,950 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,664,044 | BOYAmt |
| EOY | $37,812,684 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,080,628 | BOYAmt |
| EOY | $50,475,634 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,774,912 | BOYAmt |
| EOY | $55,229,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$221,638 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,700,516 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$83,872 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,391,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,974,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,687,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,967,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,848,468 | CurrentTaxYearAmt |
| Total | $69,869,484 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,391,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,974,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,687,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,967,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,848,468 | CurrentTaxYearAmt |
| Total | $69,869,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,422,286 | SubstantialContributorsTotAmt |
| Public Support Total170 | $56,447,198 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $587,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $445,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $462,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $548,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $739,982 | CurrentTaxYearAmt |
| Total | $2,783,341 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $233,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,054 | CurrentTaxYearAmt |
| Total | $926,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $73,579,118 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,703,818 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76716 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,465,924 | BeginningYearBalanceAmt |
| Contributions | $435,436 | ContributionsAmt |
| Investment Earnings Or Losses | $3,295,492 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,341,029 | OtherExpendituresAmt |
| End Year Balance | $33,855,823 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,382,878 | BeginningYearBalanceAmt |
| Contributions | $8,025,758 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,656,982 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,285,730 | OtherExpendituresAmt |
| End Year Balance | $31,465,924 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,881,490 | BeginningYearBalanceAmt |
| Contributions | $780,521 | ContributionsAmt |
| Investment Earnings Or Losses | $5,980,150 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,259,283 | OtherExpendituresAmt |
| End Year Balance | $28,382,878 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,961,554 | BeginningYearBalanceAmt |
| Contributions | $1,283,150 | ContributionsAmt |
| Investment Earnings Or Losses | -$60,191 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,184,513 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,964,911 | BeginningYearBalanceAmt |
| Contributions | $5,755 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,112 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,961,554 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,160,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $394,872 | DepreciationAmt |
| Book Value | $5,765,128 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $344,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $219,368 | DepreciationAmt |
| Book Value | $125,154 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,954,551 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,298,330 | DepreciationAmt |
| Book Value | $656,221 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $6,546,503 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT | Desc |
| Book Value | $28,673,049 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,673,049 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,072,148 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,700,516 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,700,516 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,371,632 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $95,204 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $258,711 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $353,915 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,725,547 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,677,142 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $23,677,142 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $95,204 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $174,839 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $270,043 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,947,185 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION HOLDS A DIVERSIFIED ENDOWMENT FUND WHICH IS PROFESSIONALLY MANAGED BY AN INDEPENDENT ADVISOR. |
| PART X, LINE 2: | THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARDS RELATED TO ACCOUNTING AND REPORTING FOR UNCERTAINITY IN INCOME TAXES. FOR THE SYMPHONY, THESE STANDARDS COULD BE APPLICABLE TO THE INCURRENCE OF ANY UNRELATED BUSINESS INCOME ATTRIBUTABLE TO THE SYMPHONY. BECAUSE OF THE GENERAL TAX-EXEMPT STATUS, THESE STANDARDS ARE NOT ANTICIPATED TO HAVE A MATERIAL IMPACT ON THE SYMPHONY'S FINANCIAL STATEMENTS. |
| PART XI, LINE 4B: | ENDOWMENT CAMPAIGN EXPENSES - $ 174,839 CHANGE IN VALUE OF BENEFICIAL INTEREST - $ 83,872 |
| PART XII, LINE 4B: | ENDOWMENT CAMPAIGN EXPENSES - $174,839 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEATER DIRECT INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4213 W Burbank Blvd | AddressLine1Txt |
| City | Burbank | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $95,997 | GrossReceiptsAmt |
| Retained By Contractor | $25,412 | RetainedByContractorAmt |
| Net To Organization | $62,778 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $95,997 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $25,412 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $62,778 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $2,282,743 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $680,883 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $1,601,860 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $458,004 | OtherDirectExpensesEvent1Amt |
| Event2 | OPENING NIGHT | Event2Nm |
| Gross Receipts Event2 | $533,350 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $173,850 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $359,500 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $176,350 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $512,978 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $328,778 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $184,200 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $143,339 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,329,071 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,183,511 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,145,560 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $777,693 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $777,693 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,367,867 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: | FormAndLineReferenceDesc |
| Explanation | (I) NAME OF FUNDRAISER: THEATER DIRECT, INC. (I) ADDRESS OF FUNDRAISER: 4213 W. BURBANK BLVD, BURBANK, CA 91505 PART I, LINE 2B, COLUMN (V): THE FEES PAID TO THEATER DIRECT, INC. IN THE AMOUNT OF $25,412 WAS THE AGREED UPON AMOUNT FOR TELEFUNDING ACTIVITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mr JOHN E FORSYTE | ||||||||||||||
| PRESIDENT | $325,190 | $0 | $30,000 | $0 | $7,800 | $0 | $22,500 | $0 | $6,236 | $0 | $391,726 | $0 | $0 | $0 |
| MR SEAN SUTTON | ||||||||||||||
| EVP & COO | $178,791 | $0 | $12,500 | $0 | $0 | $0 | $5,792 | $0 | $9,854 | $0 | $206,937 | $0 | $0 | $0 |
| MR CARL ST CLAIR | ||||||||||||||
| MUSIC DIRECTOR | $461,206 | $0 | $0 | $0 | $14,000 | $0 | $0 | $0 | $14,712 | $0 | $489,918 | $0 | $0 | $0 |
| Mr GREGORY COX | ||||||||||||||
| VP of DEV.& EXT. relations | $221,500 | $0 | $18,500 | $0 | $0 | $0 | $7,200 | $0 | $6,026 | $0 | $253,226 | $0 | $0 | $0 |
| EILEEN JEANETTE | ||||||||||||||
| VP of ARTISTIC & ORCH. | $145,435 | $0 | $10,000 | $0 | $0 | $0 | $4,713 | $0 | $5,911 | $0 | $166,059 | $0 | $0 | $0 |
| Nikki Crabtree-Palley | ||||||||||||||
| SR. DIR. OF MAJOR giFTS | $159,392 | $0 | $3,000 | $0 | $0 | $0 | $5,307 | $0 | $403 | $0 | $168,102 | $0 | $0 | $0 |
| MR DENNIS KIM | ||||||||||||||
| Concertmaster | $266,624 | $0 | $5,263 | $0 | $13,183 | $0 | $0 | $0 | $0 | $0 | $285,070 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A: | FormAndLineReferenceDesc |
| Explanation | MR. CARL ST. CLAIR RECEIVES A HOUSING ALLOWANCE THAT IS INCLUDED IN HIS REPORTABLE COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE SMITH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | NIECE OF SUSAN ANDERSON, BOD VICE CHAIR, DEVELOPMENT | RelationshipDescriptionTxt |
| Transaction | $59,845 | TransactionAmt |
| Transaction | EMPLOYEE - SPECIAL PROJ. MNGR. | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 1, COLUMN B: | FormAndLineReferenceDesc |
| Explanation | (B) Relationship between interested person and the organization - NIECE OF SUSAN ANDERSON, BOD VICE CHAIR, DEVELOPMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,100,838 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GALA | Desc |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $185,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B). |
| SCHEDULE M, PART I, LINE 32B: | MAIN MANAGEMENT, THE ORGANIZATION'S ENDOWMENT ADVISORS, MANAGES THE PROCESS OF RECEIVING AND SELLING THE STOCK GIFTS RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B: | THE BOARD NOMINATES BOARD MEMBERS FOR THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL DOCUMENTS BEFORE THEY ARE SUBMITTED AND FINALIZED. THE FULL FORM 990, AS FILED WITH THE GOVERNMENT, IS REVIEWED BY THE AUDIT COMMITTEE. ADDITIONALLY, THE FULL FORM 990, WAS DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE BOARD HAS INSTITUTED AN ANNUAL STATEMENT OF COMPLIANCE WHICH IS DISTRIBUTED TO ALL BOARD MEMBERS TO COMPLETE. THIS ANNUAL DISCLOSURE IS USED TO MONITOR TRANSACTIONS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15: | ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND BOARD APPROVAL FOR THE COMPENSATION PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 18: | THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 2C: | THE BOARD OF DIRECTORS HAD CONSTITUED AN AUDIT COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN THE CURRENT REPORTING PERIOD. |
| FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES: | MANAGEMENT AND GENERAL EXPENSES INCLUDE ALL MARKETING COSTS. THERE ARE NO MARKETING EXPENSES REFLECTED IN PROGRAM SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 2: | MRS. ELIZABETH STAHR and MR. WALTER STAHR are mother and son, and both are directors of the board of directors. |
| FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: | Change in value of beneficial interest - $(83,872) |
Comments