KANSAS CITY SYMPHONY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KANSAS CITY SYMPHONY (EIN 43-1297475)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-30
- IRS object ID
- 202421219349300932
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-30T12:33:01-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | 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 | 431297475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANSAS CITY SYMPHONY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SARA LOHE CFO | InCareOfNm |
| Business Name Control | KANS | BusinessNameControlTxt |
| Phone | 8164711100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1644 WYANDOTTE ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BECKLEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8162182610 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | BECKLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2023-11-15 | 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 | DANIEL BECKLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1644 WYANDOTTE ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,248,033 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KCSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE VISION OF THE KANSAS CITY SYMPHONY IS TO TRANSFORM HEARTS, MINDS AND COMMUNITIES THROUGH THE POWER OF SYMPHONIC MUSIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 369 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,417,188 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,186,031 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,646,298 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,537,309 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,383,692 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,877,293 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,794,076 | PYOtherRevenueAmt |
| CY Other Revenue | -$636,282 | CYOtherRevenueAmt |
| PY Total Revenue | $24,241,254 | PYTotalRevenueAmt |
| CY Total Revenue | $19,964,351 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $170,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,912,128 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,445,594 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $125,304 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $132,272 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,504,873 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,424,061 | PYOtherExpensesAmt |
| CY Other Expenses | $7,912,847 | CYOtherExpensesAmt |
| PY Total Expenses | $18,461,493 | PYTotalExpensesAmt |
| CY Total Expenses | $21,660,713 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,779,761 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,696,362 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,324,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,227,459 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,285,362 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,040,146 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,039,279 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,187,313 | 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 | $17,783,560 | ExpenseAmt |
| Grant | $170,000 | GrantAmt |
| Revenue | $7,537,309 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $17,783,560 | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | Yes (true) | 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 | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | 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 | 88 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 369 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | false | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA LOHE CFO | PersonNm |
| Phone | 8162182610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1644 WYANDOTTE ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DANIEL BECKLEY | |||||||||
| CHIEF EXECUTIVE OFFICER | 50.0 | 0.0 | Yes (X) | Yes (X) | $309,658 | $0 | $38,824 | ||
| ALEX SHAPIRO | |||||||||
| VICE PRESIDENT OF PHILANTHROPY | 40.0 | 0.0 | $159,511 | $0 | $19,712 | Yes (X) | |||
| JOHN ROLOFF | |||||||||
| CHIEF OPERATING OFFICER | 40.0 | 0.0 | $127,573 | $0 | $16,258 | Yes (X) | |||
| JEFF BARKER | |||||||||
| VICE PRESIDENT OF MARKETING | 40.0 | 0.0 | $125,048 | $0 | $16,558 | Yes (X) | |||
| SARA LOHE | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $102,536 | $0 | $35,111 | |||
| JUN IWASAKI | |||||||||
| CONCERTMASTER | 30.0 | 0.0 | $109,327 | $0 | $22,359 | Yes (X) | |||
| STIRLING TRENT | |||||||||
| ASSOCIATE CONCERTMASTER | 30.0 | 0.0 | $100,014 | $0 | $22,146 | Yes (X) | |||
| KRISTINA FULTON | |||||||||
| DIRECTOR | 30.0 | 0.0 | Yes (X) | $98,614 | $0 | $23,262 | |||
| MICHAEL STERN | |||||||||
| MUSIC DIRECTOR | 8.0 | 0.0 | Yes (X) | $89,724 | $0 | $31,625 | |||
| ELENA LENCE TALLEY | |||||||||
| FORMER DIRECTOR | 1.0 | 0.0 | $79,976 | $0 | $39,239 | Yes (X) | |||
| SHANNON FINNEY | |||||||||
| DIRECTOR | 30.0 | 0.0 | Yes (X) | $93,469 | $0 | $23,088 | |||
| KRISTIN VELICER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $77,517 | $0 | $36,801 | |||
| PORTER HENDERSON III | |||||||||
| DIRECTOR | 30.0 | 0.0 | Yes (X) | $85,939 | $0 | $21,114 | |||
| ABIGAIL M WENDEL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BEBE KEMPER HUNT | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR ANDREA FEINBERG | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR VALERIE CHOW | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GENA M WILLIAMS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JILL MARCHANT | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JIM REED | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH HAGER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA GILL TAYLOR | |||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LIZ HJALMARSON | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARNY SHERMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL D FIELDS | |||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GENTRY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAT MCCOWN | |||||||||
| BOARD CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY BUSH HELZBERG | |||||||||
| CHAIR EMERTIA | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SPENCE HEDDENS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN NEWBURGER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| URSULA TERRASI | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM B TAYLOR | |||||||||
| SECRETARY/TREASURER/VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,558,906 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $346,097 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| THAUMAS INC-FBO M STERN | |||||
| 3800 BALTIMORE 4N | KANSAS CITY | MO | 64111 | CONDUCTING SERVICES | $262,016 |
| BENNET DIRECT | |||||
| PO BOX 0015 | MILWAUKEE | WI | 53201 | TELEFUNDING | $173,307 |
| HMX LIVR | |||||
| 1111 VIRGINIA AVENUE | KANSAS CITY | MO | 64106 | SOUND & LIGHTING | $513,410 |
| HARVEST GRAPHICS | |||||
| 14625 WEST 100TH ST | LENEXA | KS | 66215 | PRINTING | $330,159 |
| OUTFRONT MEDIA | |||||
| PO BOX 33074 | NEWARK | NJ | 07188 | BILLBOARD ADVERTISIN | $238,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $25,300 | MembershipDuesAmt |
| Fundraising | $1,916,432 | FundraisingAmt |
| Government Grants | $2,290,388 | GovernmentGrantsAmt |
| All Other Contributions | $5,953,911 | AllOtherContributionsAmt |
| Noncash Contributions | $248,365 | NoncashContributionsAmt |
| Total Contributions | $10,186,031 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711190 | $6,445,930 | $6,445,930 |
| PERFORMANCE FEES | 711190 | $1,091,379 | $1,091,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,537,309 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,881,591 | TotalRevenueColumnAmt |
| Exclusion | $2,881,591 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,000 | TotalRevenueColumnAmt |
| Exclusion | $3,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,926,876 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,930,882 | SecuritiesAmt |
| Other | $292 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,006 | SecuritiesAmt |
| Other | -$292 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,298 | TotalRevenueColumnAmt |
| Exclusion | -$4,298 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $662,874 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,916,432 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,352,508 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$689,634 | TotalRevenueColumnAmt |
| Exclusion | -$689,634 | 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 | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellanous Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $50,352 | TotalRevenueColumnAmt |
| Exclusion | $50,352 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $50,352 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,964,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,537,309 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,241,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,000 | TotalAmt |
| Program Services | $170,000 | ProgramServicesAmt |
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 | $1,204,216 | TotalAmt |
| Program Services | $701,914 | ProgramServicesAmt |
| Management And General | $422,834 | ManagementAndGeneralAmt |
| Fundraising | $79,468 | 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 | $9,166,777 | TotalAmt |
| Program Services | $8,109,597 | ProgramServicesAmt |
| Management And General | $483,246 | ManagementAndGeneralAmt |
| Fundraising | $573,934 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,066 | TotalAmt |
| Program Services | $645,019 | ProgramServicesAmt |
| Management And General | $17,595 | ManagementAndGeneralAmt |
| Fundraising | $17,452 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,554,054 | TotalAmt |
| Program Services | $1,429,541 | ProgramServicesAmt |
| Management And General | $30,412 | ManagementAndGeneralAmt |
| Fundraising | $94,101 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,481 | TotalAmt |
| Program Services | $733,661 | ProgramServicesAmt |
| Management And General | $54,790 | ManagementAndGeneralAmt |
| Fundraising | $52,030 | 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 | $220,929 | TotalAmt |
| Management And General | $220,929 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,080 | TotalAmt |
| Management And General | $61,080 | 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 | $132,272 | TotalAmt |
| Fundraising | $132,272 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,315 | TotalAmt |
| Management And General | $21,315 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,355,192 | TotalAmt |
| Program Services | $1,979,791 | ProgramServicesAmt |
| Management And General | $233,593 | ManagementAndGeneralAmt |
| Fundraising | $141,808 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,210 | TotalAmt |
| Program Services | $863,828 | ProgramServicesAmt |
| Fundraising | $6,382 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,813 | TotalAmt |
| Program Services | $608,073 | ProgramServicesAmt |
| Management And General | $81,229 | ManagementAndGeneralAmt |
| Fundraising | $328,511 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,743 | TotalAmt |
| Management And General | $132,743 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,924 | TotalAmt |
| Program Services | $263,654 | ProgramServicesAmt |
| Management And General | $143,974 | ManagementAndGeneralAmt |
| Fundraising | $24,296 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,181 | TotalAmt |
| Program Services | $378,134 | ProgramServicesAmt |
| Management And General | $103,895 | ManagementAndGeneralAmt |
| Fundraising | $9,152 | 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 | $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 | $281,957 | TotalAmt |
| Program Services | $177,280 | ProgramServicesAmt |
| Management And General | $67,792 | ManagementAndGeneralAmt |
| Fundraising | $36,885 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,899 | TotalAmt |
| Program Services | $120,799 | ProgramServicesAmt |
| Management And General | $7,550 | ManagementAndGeneralAmt |
| Fundraising | $7,550 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONCERT PRODUCTION EXPENSE | $1,518,247 | $1,518,247 | ||
| CREDIT CARD PROCESSING FEE | $173,026 | $173,026 | ||
| BAD DEBT EXPENSE | $65,841 | $65,841 | ||
| DUES AND SUBSCRIPTIONS | $65,230 | $31,128 | $33,070 | $1,032 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,260 | TotalAmt |
| Program Services | $52,894 | ProgramServicesAmt |
| Management And General | $17,366 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,660,713 | TotalAmt |
| Program Services | $17,783,560 | ProgramServicesAmt |
| Management And General | $2,372,280 | ManagementAndGeneralAmt |
| Fundraising | $1,504,873 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,710,612 | BOYAmt |
| EOY | $1,452,878 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416,857 | BOYAmt |
| EOY | $12,902,017 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,950,173 | BOYAmt |
| EOY | $2,017,550 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,233,372 | BOYAmt |
| EOY | $479,110 | 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 | $7,430 | BOYAmt |
| EOY | $6,359 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,886 | BOYAmt |
| EOY | $730,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,961,027 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,387,027 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,648,426 | BOYAmt |
| EOY | $2,574,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,916,885 | BOYAmt |
| EOY | $60,544,071 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $3,520,736 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,324,641 | BOYAmt |
| EOY | $84,227,459 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815,493 | BOYAmt |
| EOY | $1,922,005 | 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 | $3,469,869 | BOYAmt |
| EOY | $3,539,933 | 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 | $2,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,578,208 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,285,362 | BOYAmt |
| EOY | $9,040,146 | 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 | $23,219,567 | BOYAmt |
| EOY | $25,639,072 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,819,712 | BOYAmt |
| EOY | $49,548,241 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,039,279 | BOYAmt |
| EOY | $75,187,313 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,324,641 | BOYAmt |
| EOY | $84,227,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,696,362 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,844,396 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,659,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,831,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,417,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,186,031 | CurrentTaxYearAmt |
| Total | $53,094,614 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,264,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,211,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,900,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,646,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,537,309 | CurrentTaxYearAmt |
| Total | $29,559,963 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,923,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,212,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,731,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,063,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,723,340 | CurrentTaxYearAmt |
| Total | $82,654,577 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,596,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,432,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,343,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,124,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,507,323 | CurrentTaxYearAmt |
| Total | $18,003,256 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,596,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,432,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,343,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,124,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,507,323 | CurrentTaxYearAmt |
| Total | $18,003,256 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $64,651,321 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,120,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,164,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,926,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,381,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,884,591 | CurrentTaxYearAmt |
| Total | $10,477,636 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,120,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,164,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,926,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,381,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,884,591 | CurrentTaxYearAmt |
| Total | $10,477,636 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,443,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,352 | CurrentTaxYearAmt |
| Total | $1,927,212 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,324,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,499,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,689,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,887,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,658,283 | CurrentTaxYearAmt |
| Total | $95,059,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.68012 | PublicSupportCY509Pct |
| Public Support PY509 | 0.67752 | PublicSupportPY509Pct |
| Investment Income CY | 0.11022 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09482 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,724,537 | BeginningYearBalanceAmt |
| Contributions | $1,317,161 | ContributionsAmt |
| Investment Earnings Or Losses | $5,537,474 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,780,756 | OtherExpendituresAmt |
| Administrative Expenses | $57,726 | AdministrativeExpensesAmt |
| End Year Balance | $51,740,690 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,190,550 | BeginningYearBalanceAmt |
| Contributions | $1,398,413 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,231,327 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,561,900 | OtherExpendituresAmt |
| Administrative Expenses | $71,199 | AdministrativeExpensesAmt |
| End Year Balance | $48,724,537 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,033,983 | BeginningYearBalanceAmt |
| Contributions | $1,770,824 | ContributionsAmt |
| Investment Earnings Or Losses | $13,578,365 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,127,030 | OtherExpendituresAmt |
| Administrative Expenses | $65,592 | AdministrativeExpensesAmt |
| End Year Balance | $60,190,550 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,177,588 | BeginningYearBalanceAmt |
| Contributions | $1,575,655 | ContributionsAmt |
| Investment Earnings Or Losses | $2,104,864 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,768,450 | OtherExpendituresAmt |
| Administrative Expenses | $55,674 | AdministrativeExpensesAmt |
| End Year Balance | $47,033,983 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,516,511 | BeginningYearBalanceAmt |
| Contributions | $2,311,751 | ContributionsAmt |
| Investment Earnings Or Losses | $2,904,473 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,496,222 | OtherExpendituresAmt |
| Administrative Expenses | $58,925 | AdministrativeExpensesAmt |
| End Year Balance | $45,177,588 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,968,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $450,323 | DepreciationAmt |
| Book Value | $1,518,537 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,989,370 | OtherCostOrOtherBasisAmt |
| Depreciation | $936,704 | DepreciationAmt |
| Book Value | $1,052,666 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,797 | OtherCostOrOtherBasisAmt |
| Book Value | $2,797 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,574,000 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $3,578,208 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,578,208 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $27,363,927 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,844,396 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $202,672 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,352,508 | OtherRevenueAmt |
| Revenue Not Reported | $7,399,576 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,964,351 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $19,964,351 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,215,893 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $202,672 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,352,508 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,555,180 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,660,713 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $21,660,713 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | TOTAL EARNED REVENUE, INCLUDING FEES FOR PIT SERVICES PROVIDED TO THE LYRIC OPERA OF KANSAS CITY AND THE KANSAS CITY BALLET ARE 30% OF OUR OPERATING REVENUE. OUR ANNUAL FUND & OTHER DONATIONS RAISE 53% OF OUR BUDGET. ENDOWMENT FUNDS COVER THE REMAINING 17% OF THE SYMPHONY'S OPERATING BUDGET WHICH ALLOWS THE SYMPHONY TO HIRE AND RETAIN SKILLED PROFESSIONAL MUSICIANS. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 2D | FUNDRAISING DIRECT EXPENSES $ 1,352,508 |
| SCHEDULE D, PART XII, LINE 2D | FUNDRAISING DIRECT EXPENSES $ 1,3532,508 |
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 | BENNETT DIRECT | PersonNm |
| Activity | TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $312,244 | GrossReceiptsAmt |
| Retained By Contractor | $132,272 | RetainedByContractorAmt |
| Net To Organization | $179,972 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $312,244 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $132,272 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $179,972 | TotalNetToOrganizationAmt |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SYMPHONY BALL | Event1Nm |
| Gross Receipts Event1 | $1,243,748 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,033,784 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $209,964 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $62,801 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $112,427 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $64,111 | OtherDirectExpensesEvent1Amt |
| Event2 | JEWEL BALL | Event2Nm |
| Gross Receipts Event2 | $1,112,338 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $816,522 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $295,816 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $90,592 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $431,632 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $51,806 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $421,285 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $223,220 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $66,126 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $157,094 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $11,399 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $16,755 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $12,905 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $70,495 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,579,306 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,916,432 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $662,874 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $164,792 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $560,814 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $71,011 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $555,891 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,352,508 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$689,634 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NELSON ATKIN MUSEUM OF ART | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 OAK STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 446012977 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $170,000 | CashGrantAmt |
| Purpose Of Grant | SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ONE VOLUNTEER GROUP, THE JEWEL BALL, WHICH IS ORGANIZED UNDER THE SYMPHONY'S AUSPICES, RAISES FUNDS FOR BOTH THE KANSAS CITY SYMPHONY AND THE NELSON ATKINS MUSEUM OF ART. GROSS REVENUE AND EXPENSES ARE RUN THROUGH THE SYMPHONY'S BOOKS AND NET PROCEEDS ARE SPLIT BETWEEN THE TWO ORGANIZATIONS EQUALLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL BECKLEY | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $288,122 | $0 | $20,000 | $0 | $1,536 | $0 | $8,501 | $0 | $30,323 | $0 | $348,482 | $0 | $0 | $0 |
| ELENA LENCE TALLEY | ||||||||||||||
| FORMER DIRECTOR | $79,342 | $0 | $0 | $0 | $634 | $0 | $8,151 | $0 | $31,088 | $0 | $119,215 | $0 | $0 | $0 |
| ALEX SHAPIRO | ||||||||||||||
| VICE PRESIDENT OF PHILANTHROPY | $156,938 | $0 | $0 | $0 | $2,573 | $0 | $4,748 | $0 | $14,964 | $0 | $179,223 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | MR. STERN RECEIVED A HOUSING ALLOWANCE. ALL DIRECTORS THAT WERE COMPENSATED RECEIVED A GROSSED UP PAYMENT. THESE AMOUNTS WERE INCLUDED IN THE INDIVIDUALS' 1099 OR W-2 AS TAXABLE COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| SEE SCHEDULE L PART V |
| SEE SCHEDULE L PART V |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | TRANSACTION 1 (A) MICHAEL STERN (B) MICHAEL STERN IS GREATER THAN 35% OWNER OF THAUMAS, INC. AND IS THE MUSIC DIRECTOR FOR THE KANSAS CITY SYMPHONY. (C) $266,600.00 (D) THAUMAS, INC. PROVIDES CONDUCTING SERVICES FOR THE KANSAS CITY SYMPHONY. (E) NO TRANSACTION 2 (A) SHIRLEY HELZBERG (B) SHIRLEY HELZBERG IS GREATER THAN 35% OWNER OF MOZART PROPERTIES, LLC AND A DIRECTOR OF THE KANSAS CITY SYMPHONY. (C) $335,668.34 (D) THE KANSAS CITY SYMPHONY LEASES OFFICE SPACE FROM MOZART PROPERTIES, LLC. (E) NO | 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 | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $154,090 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FLOWER ARRANGEMENTS | 1 | $10,000 | FMV |
| Yes (X) | WINE, LIQUOR, COFFEE | 6 | $80,075 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS IN THIS COLUMN REPRESENT THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ITS MISSION IS TO PERFORM GREAT PERFORMANCES FOR GREATER AUDIENCES. THE KANSAS CITY SYMPHONY WILL ACHIEVE THIS MISSION BY: - DEVELOPING AN UNCOMPROMISING PERFORMANCE STANDARD. - ADVANCING THE PROFILE AND VALUE OF THE ORCHESTRA LOCALLY, NATIONALLY AND INTERNATIONALLY. - DEVELOPING THE FINANCIAL RESOURCES TO ALLOW THE ORCHESTRA TO THRIVE TODAY AND TOMORROW. - CREATING AN INTERNAL CULTURE THAT STIMULATES EFFECTIVE RELATIONSHIPS WITHIN AND BETWEEN BOARD, STAFF AND MUSICIANS. - DEVELOPING AUDIENCES AND PARTNERSHIPS THAT ALLOW THE ORCHESTRA TO THRIVE TODAY AND TOMORROW. |
| FORM 990, PART III, LINE 4A | DURING THE 2023 FISCAL YEAR, THE SYMPHONY OFFERED 120 PERFORMANCES OF 42 DIFFERENT PROGRAMS ACROSS THE FULL RANGE OF CLASSICAL, POPS FILM, & OTHER REPERTOIRE. THE SYMPHONY SERVED AS THE IT ORCHESTRA IN 54 PERFORMANCES OF 8 DIFFERENT PROGRAMS FOR THE KC BALLET AND LYRIC OPERA OF KC. SYMPHONY AUDIENCES HAILED FROM 1,245 COMMUNITIES IN ALL 50 STATES PLUS THE DISTRICT OF COLUMBIA AND 10 FOREIGN COUNTRIES. IN TOTAL, THE SYMPHONY REACHED MORE THAN 200,000 PEOPLE DURING THE 2022/23 SEASON. CLASSICAL AUDIENCES NUMBERED 47,603, POPS TOTALED 15,073 AND FAMILY DREW 4,439. HOLIDAY PROGRAMS ATTRACTED 11,032 TO NINE PERFORMANCES OF CHRISTMAS FESTIVAL AND HANDEL'S MESSIAH. FILM + LIVE ORCHESTRA AND SPECIAL PROGRAMS WERE ESPECIALLY POPULAR WITH 27,090 ATTENDING 22 PERFORMANCES OF 10 PROGRAMS, INCLUDING THE INDIGO GIRLS, AND FILMS FROM THE "HARRY POTTER"BLACK PANTHER" SERIES. THE HAPPY HOUR SERIES OF INFORMAL CHAMBER MUSIC PROGRAMS HAD ENTHUSIASTIC CROWDS TOTALING 4,621 AT THE FOUR FREE CONCERTS. FREE OUTDOOR MOBILE MUSIC BOX NEIGHBORHOOD CONCERTS INTRODUCED NEW AUDIENCES TO THE ARTISTRY OF SYMPHONY MUSICIANS, WITH 55 CONCERTS REACHING 11,239 PEOPLE IN 28 ZIP CODES ACROSS GREATER KANSAS CITY. A MEMORIAL DAY WEEKEND CIVIC TRADITION, BANK OF AMERICA CELEBRATION AT THE STATION DELIGHTED THE CROWD OF 38,000 GATHERED BETWEEN KANSAS CITY'S UNION STATION AND LIBERTY MEMORIAL. BROADCAST LIVE ON KANSAS CITY PBS AND LATER REBROADCAST ON PUBLIC TELEVISION STATIONS THROUGHOUT MISSOURI, KANSAS, IOWA AND NEBRASKA, CELEBRATION FEATURED THE RESILIENT, A BAND PRIMARILY COMPRISED OF COMBAT-WOUNDED MILITARY VETERANS. IN ADDITION, THE SYMPHONY SERVED AS THE FEATURED ORCHESTRA FOR SYMPHONY IN THE FLINT HILLS, AN ANNUAL OUTDOOR CONCERT ON THE KANSAS PLAINS. IN-PERSON YOUTH CONCERTS RESUMED AND 26,237 STUDENTS AND TEACHERS FROM 210 SCHOOLS IN 36 DISTRICTS ACROSS 71 COMMUNITIES PARTICIPATED IN YOUNG PEOPLE'S CONCERTS, LINK UP, AND KINDERKONZERTS. NUMEROUS OTHER SYMPHONY EDUCATION PROGRAMS ALSO HELPED MEET THE COMMUNITY NEED FOR HIGH QUALITY MUSIC EDUCATION EXPERIENCES, REACHING MORE THAN 38,000 YOUNG PEOPLE OVERALL. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE FULL BOARD MEETS BI-MONTHLY, AND THE EXECUTIVE COMMITTEE MEETS MONTHLY OR MORE FREQUENTLY AS NECESSARY. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD IN THE MONTHS BETWEEN MEETINGS OF THE FULL BOARD. THE RETIREMENT COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY ON MATTERS THAT RELATE TO THE 403(B) RETIREMENT PLAN. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE EXECUTIVE COMMITTEE GIVES A REPORT OF ITS ACTIONS AT THE NEXT BOARD MEETING AND MINUTES ARE MAINTAINED OF BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S CFO AND ACCOUNTING MANAGER GATHER THE INFORMATION WHICH IS SENT TO AN INDEPENDENT ACCOUNTING FIRM FOR PREPARATION AND REVIEW OF THE RETURN. THE RETURN IS THEN REVIEWED BY THE CFO, EXECUTIVE DIRECTOR AND THE BOARD TREASURER. ANY QUESTIONS OR CONCERNS OF THESE REVIEWERS ARE ADDRESSED WITH THE INDEPENDENT ACCOUNTING FIRM. ANY CHANGES OR CLARIFICATIONS THAT NEED TO BE INCORPORATED INTO THE RETURN ARE MADE. ONCE THESE CHANGES ARE INCORPORATED, THE 990 IS THEN REVIEWED BY THE FINANCE COMMITTEE AND ANY CHANGES OR CLARIFICATIONS REQUIRED SUBSEQUENT TO THAT REVIEW ARE INCORPORATED INTO THE RETURN. THEN THE RETURN IS EMAILED TO THE ENTIRE VOTING BOARD WITH INSTRUCTION TO CONTACT THE BOARD TREASURER WITH ANY CONCERNS OR QUESTIONS THEY MAY HAVE. ANY CHANGES OR CLARIFICATIONS THAT NEED TO BE INCORPORATED IN THE RETURN ARE MADE AND THEN THE RETURN IS FINALIZED AND EMAILED BACK TO THE BOARD PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ONCE A YEAR, EVERY OFFICER, DIRECTOR AND KEY EMPLOYEE IS ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND TO COMPLETE A FORM DISCLOSING ANY DIRECTOR OF THE BOARD'S POSSIBLE CONFLICT OF INTEREST. 1. DUTY TO DISCLOSE: IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR COMMITTEE WITH BOARD-DELEGATED POWERS, WHILE THE BOARD OR COMMITTEE IS CONSIDERING A PROPOSED TRANSACTION. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS, SUBJECT TO THE APPLICATION OF PARAGRAPH 3A. THROUGH C. BELOW. 3. PROCEDUREFOR ADDRESSING THE CONFLICT OF INTEREST: A. THE CHAIRPERSON OF THE BOARD SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. B. AFTER EXERCISING DUE DILIGENCE, THE INVESTIGATING PERSON OR COMMITTEE SHALL REPORT HIS OR ITS FINDINGS TO THE BOARD AS TO WHETHER KCS CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. C. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO KCS AND IF SUCH DECISION IS MADE, KCS MAY ENTER INTO THE TRANSACTION IN CONFORMITY WITH SUCH DETERMINATION. THE INTERESTED DIRECTOR SHALL NOT BE PRESENT FOR THE DISCUSSION OR VOTE. 4. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY: A. IF THE BOARD OR MEMBER OF THE BOARD OR STAFF HAS REASONABLE CAUSE TO BELIEVE THAT A DIRECTOR, OFFICER, MEMBER OF A COMMITTEE, OR KEY EMPLOYEE PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTERESTS, THE EXECUTIVE COMMITTEE SHALL BE NOTIFIED AND THE EXECUTIVE COMMITTEE SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE RESPONSE OF SUCH PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL REPORT ITS FINDINGS TO THE FULL BOARD, IN THE CASE OF A MEMBER, OFFICER OR COMMITTEE MEMBER, OR TO THE EXECUTIVE DIRECTOR IN THE CASE OF A KEY EMPLOYEE (PROVIDED, HOWEVER, IF THE PERSON WHO FAILED TO MAKE THE APPROPRIATE DISCLOSURE IS THE EXECUTIVE DIRECTOR, THE FINDINGS SHALL BE REPORTED TO THE FULL BOARD) AND THE FULL BOARD OR EXECUTIVE DIRECTOR SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY INCLUDE REMOVAL OR DISMISSAL. SECTION E RECORDS OF PROCEEDINGS: THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S, INVESTIGATING PERSON'S, COMMITTEE'S OR EXECUTIVE COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST, IN FACT, EXISTED. 2. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSION AND VOTING RELATING TO THE TRANSACTION OR ARRANGEMENT, A REASONABLE SUMMARY OF THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THERE WITH. THE VOTES CAST BY PARTICULAR INDIVIDUALS SHALL NOT BE RECORDED, ONLY THE TOTALS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CHAIRMAN OF THE BOARD CONDUCTS THE REVIEW OF THE EXECUTIVE DIRECTOR. HE POLLED THE BOARD OF DIRECTORS ON THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. COMPENSATION IS ALSO REVIEWED OF SALARY INFORMATION COLLECTED BY THE LEAGUE OF AMERICAN ORCHESTRAS, WHICH COLLECTS SALARY DATA ANNUALLY FOR SYMPHONY ORCHESTRAS ACROSS THE COUNTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:GUEST ARTIST & CONDUCTOR FEES TOTAL FEES:1275733 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:721652 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:ARTISTIC CONSULTATIONS TOTAL FEES:166540 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY HELP TOTAL FEES:47993 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OUTSOURCED TELEMARKETING TOTAL FEES:47793 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:STAGE LABOR TOTAL FEES:46318 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:WEBSITE TOTAL FEES:34363 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:DESIGN TOTAL FEES:14800 |
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