TUCSON SYMPHONY SOCIETY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TUCSON SYMPHONY SOCIETY (EIN 86-0107538)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-23
- IRS object ID
- 202340239349301939
- Schema version
- 2021v4.2
- 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 | 2023-01-23T19:28:20-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455076143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer J Phillips CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 N Camino Luz | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860107538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tucson Symphony Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUCS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2175 N Sixth Avenue | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul Meecham | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 5207929155 | PhoneNum |
| Signature | 2023-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Paul | PersonFirstNm |
| Person Last | Meecham | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer J Phillips | PreparerPersonNm |
| PTIN | P01607578 | PTIN |
| Phone | 5202477087 | PhoneNum |
| Preparation | 2023-01-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,301,312 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.tucsonsymphony.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Tucson Symphony is to engage, educate and transform our community through live musical experiences of the highest quality. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 267 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,820,890 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,950,249 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,750 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,403,083 | CYProgramServiceRevenueAmt |
| PY Investment Income | $105,104 | PYInvestmentIncomeAmt |
| CY Investment Income | $127,668 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,771 | PYOtherRevenueAmt |
| CY Other Revenue | $20,284 | CYOtherRevenueAmt |
| PY Total Revenue | $4,960,515 | PYTotalRevenueAmt |
| CY Total Revenue | $6,501,284 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,657,684 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,745,395 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $439,282 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $948,327 | PYOtherExpensesAmt |
| CY Other Expenses | $1,705,259 | CYOtherExpensesAmt |
| PY Total Expenses | $2,606,011 | PYTotalExpensesAmt |
| CY Total Expenses | $4,450,654 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,354,504 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,050,630 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,810,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,428,177 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,619,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,477,032 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,190,869 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,951,145 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Tucson Symphony is to engage, educate and transform our community through live musical experiences of the highest quality. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,871,714 | ExpenseAmt |
| Revenue | $1,326,637 | RevenueAmt |
| Desc | Founded in 1929, the Tucson Symphony Orchestra is the longest running professional performing arts organization in arizona. in the 2021-22 season, TSO returned to stage with their classics, masterworks, and chamber series as well as holiday and movie specials. Operations continued to be reduced due to the covid-19 pandemic, but still engaged 28,000 patrons with 20 unique programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $224,607 | ExpenseAmt |
| Revenue | $37,389 | RevenueAmt |
| Desc | The TSO offers six innovative music education programs: Just For Kids, Kinderkonzerts, Music in the Schools, Young Peoples Concerts, Young Composers Project, and Band and Orchestra Clinics. The TSOs nationally-recognized education programs allow students from approximately 44 schools in Southern Arizona to benefit from direct engagement with TSO musicians. During the TSOs 29th year of Young Composers Project (YCP), 22 students ages 8-18 attended hybrid learning classes from October through May, each composing a new work that was performed by TSO ensembles and full orchestra. The YCP has received National Endowment for the Arts funding for 11 consecutive years. In 2022, YCP also benefited from a partnership with Earshot, a program of the American Composers Orchestra, for a three-day workshop of intensive classes and reading session led by world-renowned mentor composers, Michael Torke, Melinda Wagner, and Billy Childs. Just For Kids returned on TSOs mobile stage bringing free outdoor ensemble concerts to families in the local tucson area.Music in the Schools - 18 schools received school visits by TSO ensembles throughout the year and registered to participate in the spring young peoples concerts.Young Peoples Concerts 3,168 students and teachers registered for the event and received tsos curriculum materials.Kinderkonzerts - 746 students and teachers registered for the event and received TSOs curriculum materials. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $175,760 | ExpenseAmt |
| Revenue | $39,057 | RevenueAmt |
| Desc | The Tucson Symphony Orchestra has one of the most active community engagement programs in the orchestra field. As an integral member of the community, the TSO serves as a music resource for all of Southern Arizona. The TSO has formed strong partnerships with local businesses, visiting corporations and non-profit agencies. Local communities also enjoy active relationships with the TSO, bringing both small and large concerts to their residents. As part of the TSOs most recent initiative to engage the growing latino audience, it has established an annual free Mexican Independence Day concert, promoted with the Mexican consulate. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,272,081 | 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 | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | Yes (true) | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 267 | 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paula Egan | PersonNm |
| Phone | 5206209170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2175 N 6th Avenue | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Karen Sivert | |||||||
| Past Interim PresidentCEO | 40.00 | 0.00 | Yes (X) | $84,015 | $0 | $2,715 | |
| Paul Meecham | |||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $81,676 | $0 | $2,705 | |
| Nadgegzda Zahn | |||||||
| Past VP of Finance | 40.00 | 0.00 | Yes (X) | $36,693 | $0 | $3,115 | |
| Paula Egan | |||||||
| VP of Finance | 40.00 | 0.00 | Yes (X) | $31,011 | $0 | $311 | |
| Robert Chamberlain | |||||||
| Ex-Officio | 10.00 | 0.00 | $10,044 | $0 | $3,651 | Yes (X) | |
| Carlie Rigg | |||||||
| Ex-Officio | 10.00 | 0.00 | $3,830 | $0 | $38 | Yes (X) | |
| Michael Becker | |||||||
| Ex-Officio | 10.00 | 0.00 | $3,115 | $0 | $31 | Yes (X) | |
| Coppelia Samaha | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| James Schwab | |||||||
| Trustee | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Heather Morton | |||||||
| Trustee | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Gwen Powell | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Patricia Schwabe | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Norma Ancona | |||||||
| Ex-Officio | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rebecca Sundt | |||||||
| Ex-Officio | 0.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jeannette Segel | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Minna Shah | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mike Bylsma | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Karen Bahnick | |||||||
| Trustee | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Anderson | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Carol Des Cognets | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| John Hildebrand | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rosie Garcia | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Cecile Follansbee | |||||||
| Trustee | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jim Lindheim | |||||||
| Former Board Chair | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Tom Elliott | |||||||
| Board Chair | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jan Konstanty | |||||||
| Treasurer | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| David Gilbert | |||||||
| Secretary | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Gretchen Schar | |||||||
| Former Treasurer | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $250,384 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,566 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jose Luis Gomez Rios | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 East Congress St | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Conductor | ServicesDesc |
| Compensation | $108,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $33,775 | FundraisingAmt |
| Government Grants | $1,533,696 | GovernmentGrantsAmt |
| All Other Contributions | $3,382,778 | AllOtherContributionsAmt |
| Total Contributions | $4,950,249 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Ticket sales | 711130 | $1,326,636 | $1,326,636 |
| Contract income | 711300 | $76,447 | $76,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,403,083 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,869 | TotalRevenueColumnAmt |
| Exclusion | $69,869 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $840,729 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $782,930 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,799 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,799 | TotalRevenueColumnAmt |
| Exclusion | $57,799 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,775 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,098 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,902 | TotalRevenueColumnAmt |
| Exclusion | $1,902 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,382 | TotalRevenueColumnAmt |
| Exclusion | $18,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,382 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,501,284 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,403,083 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $147,952 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,181 | TotalAmt |
| Program Services | $165,697 | ProgramServicesAmt |
| Management And General | $86,170 | ManagementAndGeneralAmt |
| Fundraising | $25,314 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,099,301 | TotalAmt |
| Program Services | $1,648,007 | ProgramServicesAmt |
| Management And General | $327,369 | ManagementAndGeneralAmt |
| Fundraising | $123,925 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,415 | TotalAmt |
| Program Services | $2,202 | ProgramServicesAmt |
| Management And General | $6,623 | ManagementAndGeneralAmt |
| Fundraising | $590 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,373 | TotalAmt |
| Program Services | $162,934 | ProgramServicesAmt |
| Management And General | $26,396 | ManagementAndGeneralAmt |
| Fundraising | $1,043 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,125 | TotalAmt |
| Program Services | $129,017 | ProgramServicesAmt |
| Management And General | $30,539 | ManagementAndGeneralAmt |
| Fundraising | $9,569 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,450 | TotalAmt |
| Management And General | $45,450 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,610 | TotalAmt |
| Management And General | $17,610 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,104 | TotalAmt |
| Program Services | $161,156 | ProgramServicesAmt |
| Fundraising | $23,948 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,113 | TotalAmt |
| Program Services | $44,814 | ProgramServicesAmt |
| Management And General | $12,747 | ManagementAndGeneralAmt |
| Fundraising | $12,552 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,792 | TotalAmt |
| Program Services | $201,306 | ProgramServicesAmt |
| Management And General | $30,542 | ManagementAndGeneralAmt |
| Fundraising | $7,944 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,242 | TotalAmt |
| Management And General | $16,242 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,503 | TotalAmt |
| Program Services | $72,925 | ProgramServicesAmt |
| Management And General | $18,711 | ManagementAndGeneralAmt |
| Fundraising | $4,867 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,854 | TotalAmt |
| Program Services | $27,170 | ProgramServicesAmt |
| Management And General | $1,263 | ManagementAndGeneralAmt |
| Fundraising | $421 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contracted services | $737,506 | $497,838 | $45,819 | $193,849 |
| Licenses fees and dues | $91,700 | $64,912 | $23,370 | $3,418 |
| Bad debt | $23,100 | $3,071 | $20,029 | |
| Equipment | $93,117 | $66,785 | $23,514 | $2,818 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,468 | TotalAmt |
| Program Services | $24,047 | ProgramServicesAmt |
| Management And General | $26,426 | ManagementAndGeneralAmt |
| Fundraising | $8,995 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,450,654 | TotalAmt |
| Program Services | $3,272,081 | ProgramServicesAmt |
| Management And General | $739,291 | ManagementAndGeneralAmt |
| Fundraising | $439,282 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,322 | BOYAmt |
| EOY | $1,112,461 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,512,082 | BOYAmt |
| EOY | $382,833 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,553,538 | BOYAmt |
| EOY | $1,473,321 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,112 | BOYAmt |
| EOY | $32,151 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,889 | BOYAmt |
| EOY | $129,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,538,171 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,959,472 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,498 | BOYAmt |
| EOY | $578,699 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,533,898 | BOYAmt |
| EOY | $5,593,420 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,488,706 | BOYAmt |
| EOY | $6,125,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,810,045 | BOYAmt |
| EOY | $15,428,177 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,475 | BOYAmt |
| EOY | $159,172 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,175 | BOYAmt |
| EOY | $1,032,751 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,526 | BOYAmt |
| EOY | $285,109 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,619,176 | BOYAmt |
| EOY | $1,477,032 | 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 | $2,397,226 | BOYAmt |
| EOY | $3,623,352 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,793,643 | BOYAmt |
| EOY | $10,327,793 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,190,869 | BOYAmt |
| EOY | $13,951,145 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,810,045 | BOYAmt |
| EOY | $15,428,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,050,630 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,290,354 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $1,646,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,762,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,818,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,820,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,950,249 | CurrentTaxYearAmt |
| Total | $21,998,556 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,646,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,762,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,818,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,820,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,950,249 | CurrentTaxYearAmt |
| Total | $21,998,556 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,523,515 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,475,041 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,256 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,869 | CurrentTaxYearAmt |
| Total | $421,483 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,382 | CurrentTaxYearAmt |
| Total | $277,619 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,697,658 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,639,546 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,940,904 | BeginningYearBalanceAmt |
| Contributions | $952,635 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,191,281 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $208,334 | OtherExpendituresAmt |
| End Year Balance | $11,493,924 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,802,439 | BeginningYearBalanceAmt |
| Contributions | $2,426,531 | ContributionsAmt |
| Investment Earnings Or Losses | $1,911,834 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,000 | OtherExpendituresAmt |
| End Year Balance | $12,940,804 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,002,354 | BeginningYearBalanceAmt |
| Contributions | $5,872,837 | ContributionsAmt |
| Investment Earnings Or Losses | $127,248 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,200,000 | OtherExpendituresAmt |
| End Year Balance | $8,802,439 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,448,628 | BeginningYearBalanceAmt |
| Contributions | $87,048 | ContributionsAmt |
| Investment Earnings Or Losses | $167,433 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $700,755 | OtherExpendituresAmt |
| End Year Balance | $4,002,354 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,268,467 | BeginningYearBalanceAmt |
| Contributions | $53,047 | ContributionsAmt |
| Investment Earnings Or Losses | $327,114 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,000 | OtherExpendituresAmt |
| End Year Balance | $4,448,628 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,300 | OtherCostOrOtherBasisAmt |
| Book Value | $13,300 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,484,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,105,722 | DepreciationAmt |
| Book Value | $379,018 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $852,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $729,077 | DepreciationAmt |
| Book Value | $123,856 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $187,198 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,673 | DepreciationAmt |
| Book Value | $62,525 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $578,699 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Ben interest in remainder trust | $6,124,116 |
| Oil and gas lease | $1,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,125,716 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,193,320 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,290,354 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,290,354 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,483,674 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,610 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $17,610 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,501,284 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,433,044 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,433,044 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,610 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $17,610 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,450,654 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Endowment funds intended uses (Part V, line 4) | The Societys endowments consist of ten individual donor established funds and one general fund to which many donors have given to in nonspecific ways. The Society has a policy of appropriating for distribution each year up to 5% of its endowment funds average fair value of the prior 12 quarters. |
| Other revenues not included on Form 990 (Part XI, line 2d) | Change in value of beneficial interest |
| Footnote for uncertain tax position under FIN 48 (Part X) | The Societys policy is to disclose or recognize income tax positions based on managements estimate of whether it is reasonably possible or probable, respectively, that a liability has been incurred for unrecognized income tax positions. As of year-end, there were no uncertain tax positions that are potentially material |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala primo | Event1Nm |
| Gross Receipts Event1 | $48,150 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,775 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,375 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $9,949 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,019 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $4,625 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $4,625 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $130 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $52,775 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,775 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,000 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $9,949 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,149 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,098 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,902 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Organizational document changes Part VI line 4 | The Board of Trustees approved an amendment to the Bylaws in October 2021. Significant changes include the removal of term limits for Trustees, extending the term of the Board Chair from one to two years, and creating separation between the role of the Audit Committee from the Finance Committee. |
| Form 990 governing body review Part VI line 11 | The CEO and VP of Finance review the entire draft 990 and all supplemental schedules and also provide copies of all drafts to entire Board of Trustees for their input prior to filing with the IRS. |
| Conflict of interest policy compliance Part VI line 12c | Directors are required to complete an annual questionnaire. in addition, individuals activities are regularly discussed and any potential conflicts are addressed as they are identified. |
| CEO executive director top management comp Part VI line 15a | Compensation for the President and Music Director is determined and/or reviewed by a sub-committee of the board of directors at the agreements execution and again when the agreement is up for renewal or set to expire. The Committee completes an annual performance evaluation for the President/CEO based on input from various constituencies of the organization. Compensation is evaluated against comparable orchestras using data generated annually by the League of American Orchestras. All discussion and decisions are documented in notes and minutes of the committee meetings. The body is the Committee on Trusteeship. |
| Governing documents etc available to public Part VI line 19 | The organization provides governing documents, conflict of interest policy, and financial statements to the public upon written request. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gethmann Real Estate CRT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4848 E Broadway Blvd | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Investment | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | Trust | EntityTypeTxt |
| Share Of Total Income | -$55,902 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $166,236 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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