LA JOLLA SYMPHONY AND CHORUS ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA SYMPHONY AND CHORUS ASSOCIATION (EIN 95-1962652)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202411359349306806
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:02:01-00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953749711 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sonnenberg & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5190 Governor Dr 201 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | 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 | 951962652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | La Jolla Symphony & Chorus Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAJO | BusinessNameControlTxt |
| Phone | 8585344637 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 Gilman Drive Dept 0361 | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephanie Weaver | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 8585344637 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stephanie | PersonFirstNm |
| Person Last | Weaver | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard C Sonnenberg | PreparerPersonNm |
| PTIN | P00287581 | PTIN |
| Phone | 8584575252 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | Stephanie Weaver | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 Gilman Drive Dept 0361 | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $539,862 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LJSC.ORG | WebsiteAddressTxt |
| Formation | 1957 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,574,275 | PYContributionsGrantsAmt |
| CY Contributions Grants | $320,399 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $64,460 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $105,025 | CYProgramServiceRevenueAmt |
| PY Investment Income | $181,400 | PYInvestmentIncomeAmt |
| CY Investment Income | $72,729 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,178 | PYOtherRevenueAmt |
| CY Other Revenue | $37,545 | CYOtherRevenueAmt |
| PY Total Revenue | $1,830,313 | PYTotalRevenueAmt |
| CY Total Revenue | $535,698 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $346,874 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $311,122 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $52,567 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $230,295 | PYOtherExpensesAmt |
| CY Other Expenses | $341,437 | CYOtherExpensesAmt |
| PY Total Expenses | $577,169 | PYTotalExpensesAmt |
| CY Total Expenses | $652,559 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,253,144 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$116,861 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,061,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,129,102 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,394 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,623 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,971,903 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,054,479 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $468,034 | ExpenseAmt |
| Revenue | $105,025 | RevenueAmt |
| Desc | La Jolla Symphony and Chorus Association The Association was organized in 1957 under the nonprofit public benefit corporation law for public and charitable purposes. The mission of the association is to inspire the San Diego community with the joy of music by performing orchestral and choral music that includes premiers, recent compositions and rarely performed musical pieces along with traditional classical favorites, and to provide a venue for the community musicians of San Diego to perform this challenging and exciting music at a high artistic level. | Desc |
| Total Program Service Expenses | $468,034 | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | false | 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 | false | 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 | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | 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 | false | QuidProQuoContributionsInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alexandria Papasavas | PersonNm |
| Phone | 8588770737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16885 West Bernardo Drive Ste 335 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92127 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Stephanie Weaver | ||||||
| Executive Director | 040.00 | Yes (X) | Yes (X) | $90,000 | $0 | $11,222 |
| Arian Khaefi | ||||||
| Music Director | 015.00 | Yes (X) | $27,650 | $0 | $1,013 | |
| Betty McManus | ||||||
| President | 001.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Einar Gall | ||||||
| Vice President Treasurer | 001.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Brian Schottlaender | ||||||
| Immediate Past President | 001.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Erica Gamble | ||||||
| Secretary | 001.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Pat Finn | ||||||
| Director | 001.50 | Yes (X) | $0 | $0 | $0 | |
| Cathy Funke | ||||||
| Director | 001.50 | Yes (X) | $0 | $0 | $0 | |
| Olivia Graeve | ||||||
| Director | 001.50 | Yes (X) | $0 | $0 | $0 | |
| James Lauth | ||||||
| Director | 001.50 | Yes (X) | $0 | $0 | $0 | |
| Susan Narucki | ||||||
| Director | 001.50 | Yes (X) | $0 | $0 | $0 | |
| Peter Taylor | ||||||
| Director | 001.50 | Yes (X) | $0 | $0 | $0 | |
| Henry Torres Blanco | ||||||
| Director | 001.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $117,650 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $12,235 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $3,500 | FundraisingAmt |
| Government Grants | $46,218 | GovernmentGrantsAmt |
| All Other Contributions | $270,681 | AllOtherContributionsAmt |
| Total Contributions | $320,399 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Concert Performances | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $105,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,025 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $105,025 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,729 | TotalRevenueColumnAmt |
| Exclusion | $72,729 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,709 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,164 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,545 | TotalRevenueColumnAmt |
| Exclusion | $37,545 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $535,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,025 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $110,274 | 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 | $117,650 | TotalAmt |
| Program Services | $87,029 | ProgramServicesAmt |
| Management And General | $20,851 | ManagementAndGeneralAmt |
| Fundraising | $9,770 | 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 | $138,415 | TotalAmt |
| Program Services | $81,914 | ProgramServicesAmt |
| Management And General | $38,474 | ManagementAndGeneralAmt |
| Fundraising | $18,027 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,943 | TotalAmt |
| Program Services | $25,033 | ProgramServicesAmt |
| Management And General | $8,791 | ManagementAndGeneralAmt |
| Fundraising | $4,119 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,114 | TotalAmt |
| Program Services | $11,291 | ProgramServicesAmt |
| Management And General | $3,965 | ManagementAndGeneralAmt |
| Fundraising | $1,858 | 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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,875 | TotalAmt |
| Management And General | $14,875 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,218 | TotalAmt |
| Management And General | $18,218 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,728 | TotalAmt |
| Program Services | $40,137 | ProgramServicesAmt |
| Fundraising | $18,591 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,692 | TotalAmt |
| Program Services | $7,011 | ProgramServicesAmt |
| Management And General | $9,681 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,747 | TotalAmt |
| Program Services | $33,343 | ProgramServicesAmt |
| Management And General | $9,404 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,954 | TotalAmt |
| Program Services | $3,303 | ProgramServicesAmt |
| Management And General | $1,651 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
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 | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,050 | TotalAmt |
| Program Services | $3,038 | ProgramServicesAmt |
| Management And General | $810 | ManagementAndGeneralAmt |
| Fundraising | $202 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Artists | $74,405 | $74,405 |
| Concert receptions | $7,188 | $7,188 |
| Production costs | $75,217 | $75,217 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,363 | TotalAmt |
| Program Services | $19,125 | ProgramServicesAmt |
| Management And General | $5,238 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,559 | TotalAmt |
| Program Services | $468,034 | ProgramServicesAmt |
| Management And General | $131,958 | ManagementAndGeneralAmt |
| Fundraising | $52,567 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,077 | BOYAmt |
| EOY | $105,708 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,638 | BOYAmt |
| EOY | $92,358 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $35,138 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,395,513 | BOYAmt |
| EOY | $2,600,980 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,069 | BOYAmt |
| EOY | $294,918 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,061,297 | BOYAmt |
| EOY | $3,129,102 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,819 | BOYAmt |
| EOY | $63,074 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,575 | BOYAmt |
| EOY | $11,549 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,394 | BOYAmt |
| EOY | $74,623 | 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 | $499,122 | BOYAmt |
| EOY | $1,487,817 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,781 | BOYAmt |
| EOY | $1,566,662 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,971,903 | BOYAmt |
| EOY | $3,054,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,061,297 | BOYAmt |
| EOY | $3,129,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$116,861 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $93,216 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $106,221 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| 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 | $370,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $318,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $247,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,574,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $316,899 | CurrentTaxYearAmt |
| Total | $2,827,179 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $370,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $318,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $247,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,574,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $316,899 | CurrentTaxYearAmt |
| Total | $2,827,179 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,211,609 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,615,570 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,729 | CurrentTaxYearAmt |
| Total | $470,847 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,062 | CurrentTaxYearMinus1YearAmt |
| Total | $98,526 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,116 | CurrentTaxYearMinus1YearAmt |
| Total | $21,417 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,417,969 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $105,025 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.47270 | PublicSupportCY170Pct |
| 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) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,434,315 | BeginningYearBalanceAmt |
| Contributions | $29,167 | ContributionsAmt |
| Investment Earnings Or Losses | $94,885 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $77,359 | OtherExpendituresAmt |
| End Year Balance | $2,481,008 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,825,549 | BeginningYearBalanceAmt |
| Contributions | $1,000,750 | ContributionsAmt |
| Investment Earnings Or Losses | -$315,934 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,050 | OtherExpendituresAmt |
| End Year Balance | $2,434,315 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,528,990 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $368,044 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $71,485 | OtherExpendituresAmt |
| End Year Balance | $1,825,549 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,556,506 | BeginningYearBalanceAmt |
| Contributions | $263 | ContributionsAmt |
| Investment Earnings Or Losses | $40,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $68,417 | OtherExpendituresAmt |
| End Year Balance | $1,528,990 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,555,954 | BeginningYearBalanceAmt |
| Contributions | $9,276 | ContributionsAmt |
| Investment Earnings Or Losses | $55,570 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,456 | OtherExpendituresAmt |
| Administrative Expenses | $13,838 | AdministrativeExpensesAmt |
| End Year Balance | $1,556,506 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Financial derivatives and other financial products | |
| Closely-held equity interests | |
| $2,600,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,600,980 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Funds Held by San Diego Foundation | Desc |
| Book Value | $294,918 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $294,918 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $45,209 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,709 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,479 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,685 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $45,209 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,709 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,479 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,685 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,164 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $37,545 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 | La Jolla Symphony and Chorus Association The Association was organized in 1957 under the nonprofit public benefit corporation law for public and charitable purposes. The mission of the association is to inspire the San Diego community with the joy of music by performing orchestral and choral music that includes premiers, recent compositions and rarely performed musical pieces along with traditional classical favorites, and to provide a venue for the community musicians of San Diego to perform this challenging and exciting music at a high artistic level. |
| Form 990, Part III, Line 1 | La Jolla Symphony and Chorus Association The Association was organized in 1957 under the nonprofit public benefit corporation law for public and charitable purposes. The mission of the association is to inspire the San Diego community with the joy of music by performing orchestral and choral music that includes premiers, recent compositions and rarely performed musical pieces along with traditional classical favorites, and to provide a venue for the community musicians of San Diego to perform this challenging and exciting music at a high artistic level. |
| Form 990, Part VI, Section B, Line 11B | The 990 gets reviewed by the Board Treasurer, President and Audit Committee for approval. Board members receive an email copy of the 990 when complete. |
| Form 990, Part VI, Section B, Line 12C | Conflict of interest policy is part of the By-Laws. The By-Laws are reviewed annually. |
| Form 990, Part VI, Section B, Line 15A | The budget committee an expanded version of the Finance Committee meets annually to draft a budget for Board review. Salaries are a part of this budget. The budget must be passed by Board vote. |
| Form 990, Part VI, Section B, Line 15B | The Executive Director makes recommendations for staff salary changes. The Choral Director and Orchestra Director make recommendations for chorus and orchestra manager salaries, respectively. |
| Form 990, Part VI, Section C, Line 19 | The Organization uses www.guidestar.org to disclose its Form 990. |
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