PORTLAND MAINE SYMPHONY ORCHESTRA: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PORTLAND MAINE SYMPHONY ORCHESTRA (EIN 01-6006058)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-03-27
- IRS object ID
- 202330869349300008
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-27T08:44:44-04:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010440155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUNYON KERSTEEN OUELLETTE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 LONG CREEK DR | AddressLine1Txt |
| City | SOUTH PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016006058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND MAINE SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 2077736128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 EXCHANGE STREET 4TH FLOOR | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN NISHON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2077736128 | PhoneNum |
| Signature | 2023-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYN | PersonFirstNm |
| Person Last | NISHON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHASSE | PreparerPersonNm |
| PTIN | P00967183 | PTIN |
| Phone | 2077732986 | PhoneNum |
| Preparation | 2023-03-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | CAROLYN NISHON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 EXCHANGE STREET | AddressLine1Txt |
| Address Line2 | FOURTH FLOOR | AddressLine2Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,977,284 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PORTLANDSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | THE PORTLAND SYMPHONY ORCHESTRA (PSO) SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. THE PSO STRIVES FOR THE HIGHEST POSSIBLE LEVEL OF ARTISTIC QUALITY; INSPIRES CHILDREN AND ADULTS THROUGH MUSIC EDUCATION AND ENCOURAGES LIFELONG MUSICAL LEARNING; DEVELOPS AND NURTURES COMMUNITY RELATIONSHIPS THAT ARE MUTUALLY BENEFICIAL; AND PROMOTES A CULTURE OF MUTUAL RESPECT THAT BUILDS SHARED COMMITMENT AND COLLABORATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 190 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $85,899 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $30,821 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,878,949 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,906,417 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $755,836 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,261,310 | CYProgramServiceRevenueAmt |
| PY Investment Income | $601,952 | PYInvestmentIncomeAmt |
| CY Investment Income | $417,972 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,077 | PYOtherRevenueAmt |
| CY Other Revenue | $73,719 | CYOtherRevenueAmt |
| PY Total Revenue | $4,241,814 | PYTotalRevenueAmt |
| CY Total Revenue | $3,659,418 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,707,789 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,322,791 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $299,638 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,116,103 | PYOtherExpensesAmt |
| CY Other Expenses | $1,822,068 | CYOtherExpensesAmt |
| PY Total Expenses | $2,823,892 | PYTotalExpensesAmt |
| CY Total Expenses | $4,144,859 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,417,922 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$485,441 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,854,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,736,748 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $203,596 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $172,507 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,651,326 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,564,241 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PORTLAND SYMPHONY ORCHESTRA (PSO) SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. THE PSO STRIVES FOR THE HIGHEST POSSIBLE LEVEL OF ARTISTIC QUALITY; INSPIRES CHILDREN AND ADULTS THROUGH MUSIC EDUCATION AND ENCOURAGES LIFELONG MUSICAL LEARNING; DEVELOPS AND NURTURES COMMUNITY RELATIONSHIPS THAT ARE MUTUALLY BENEFICIAL; AND PROMOTES A CULTURE OF MUTUAL RESPECT THAT BUILDS SHARED COMMITMENT AND COLLABORATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,665,442 | ExpenseAmt |
| Revenue | $1,246,145 | RevenueAmt |
| Desc | THE PORTLAND SYMPHONY ORCHESTRA, CHARTERED IN 1932, IS MAINE'S LARGEST PROFESSIONAL ORCHESTRA WITH AN ANNUAL BUDGET OF 4.3 MILLION . DURING THE 2021-2022 SEASON, THE SYMPHONY REMAINED CONNECTED TO AUDIENCES THROUGH COVID-19 BY BOTH OFFERING LIVE PERFORMANCES AS WELL AS DIGITALLY OFFERING CONCERTS RECORDED AT MERRILL AUDITORIUM. PERFORMANCES INCLUDING 6 TUESDAY CLASSICAL, 5 SUNDAY CLASSICAL, 5 POPS, 3 DISCOVERY FAMILY CONCERTS, THE MAGIC OF CHRISTMAS, MULTIPLE SCHOOL LESSONS, KINDERKONZERTS, AND A 3- CONCERT SUMMER SERIES IN OLD ORCHARD PAVILION REACHING THOUSANDS OF PEOPLE IN THEIR HOMES ACROSS THE UNITED STATES. | Desc |
| Total Program Service Expenses | $2,665,442 | 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 | 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 | 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 | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 190 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN NISHON | PersonNm |
| Phone | 2077736128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 EXCHANGE STREET | AddressLine1Txt |
| Address Line2 | FOURTH FLOOR | AddressLine2Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WENDY SUEHRSTEDT | |||||||
| BOARD PRESID | 4.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LUCAS DESMOND | |||||||
| TREASURER & | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK ABBONDANZA | |||||||
| VP ANNUAL FU | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE BOWE | |||||||
| VP CELL | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| VICKI GORDAN | |||||||
| VP ORCHESTRA | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY B NEAL | |||||||
| VP ARTISTIC | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES D KONKEL | |||||||
| VP MAJOR GIF | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| KEN BLASCHKE | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| CAROLE CASE | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL CREWE | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| TALYA EDLUND | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| JANICE GERRY | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH MITCHELL HUNT | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN JOHNSON | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES KAREN | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN KHOURY | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY LINK | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| NICOLA MORRIS | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH M NELSON | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| ELLIE OSBORN | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER SEGAL | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| LENDALL L SMITH | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| OLIVER TE BOEKHORST | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM C THORNTON | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| BREDA WHITE | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN NISHON | |||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $124,040 | $0 | $10,164 | ||
| ECKART PREU | |||||||
| MUSIC DIRECT | 40.00 | $162,595 | $0 | $12,428 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $286,635 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $22,592 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AV TECHNIK LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 INNOVATION WAY | AddressLine1Txt |
| City | SCARBOROUGH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SOUND | ServicesDesc |
| Compensation | $113,275 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $26,980 | FundraisingAmt |
| Government Grants | $485,654 | GovernmentGrantsAmt |
| All Other Contributions | $1,393,783 | AllOtherContributionsAmt |
| Noncash Contributions | $249,125 | NoncashContributionsAmt |
| Total Contributions | $1,906,417 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONCERTS | 711130 | $1,222,440 | $1,222,440 | |
| PROGRAM ADVERTISING UBI | 541800 | $38,870 | $38,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,261,310 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,356 | TotalRevenueColumnAmt |
| Exclusion | $307,356 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $406,470 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $295,854 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,616 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,616 | TotalRevenueColumnAmt |
| Exclusion | $110,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,605 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,980 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $22,012 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,593 | TotalRevenueColumnAmt |
| Exclusion | $1,593 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| PORTTIX, LLC | 711300 | $31,821 | $31,821 | |
| PORTTIX, LLC | 711300 | $17,913 | $17,913 | |
| MANAGEMENT FEE | 541610 | $15,208 | $15,208 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,184 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,792 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $72,126 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,659,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,246,145 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $85,899 | UnrelatedBusinessRevenueAmt |
| Exclusion | $420,957 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,838 | TotalAmt |
| Program Services | $98,188 | ProgramServicesAmt |
| Management And General | $31,483 | ManagementAndGeneralAmt |
| Fundraising | $17,167 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833,868 | TotalAmt |
| Program Services | $1,254,089 | ProgramServicesAmt |
| Management And General | $362,953 | ManagementAndGeneralAmt |
| Fundraising | $216,826 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,324 | TotalAmt |
| Program Services | $6,366 | ProgramServicesAmt |
| Management And General | $1,839 | ManagementAndGeneralAmt |
| Fundraising | $1,119 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,743 | TotalAmt |
| Program Services | $87,942 | ProgramServicesAmt |
| Management And General | $69,834 | ManagementAndGeneralAmt |
| Fundraising | $17,967 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,018 | TotalAmt |
| Program Services | $116,961 | ProgramServicesAmt |
| Management And General | $22,955 | ManagementAndGeneralAmt |
| Fundraising | $17,102 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,715 | TotalAmt |
| Management And General | $41,715 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,450 | TotalAmt |
| Management And General | $20,450 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,216 | TotalAmt |
| Management And General | $40,216 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,255 | TotalAmt |
| Program Services | $8,201 | ProgramServicesAmt |
| Management And General | $68,911 | ManagementAndGeneralAmt |
| Fundraising | $11,143 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,799 | TotalAmt |
| Management And General | $286,799 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,642 | TotalAmt |
| Program Services | $6,178 | ProgramServicesAmt |
| Management And General | $71,264 | ManagementAndGeneralAmt |
| Fundraising | $7,200 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,832 | TotalAmt |
| Program Services | $262,832 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,360 | TotalAmt |
| Management And General | $10,360 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,301 | TotalAmt |
| Program Services | $24,109 | ProgramServicesAmt |
| Management And General | $19,192 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STAGING & PRODUCTION COST | $287,728 | $287,728 | |
| GUEST ARTISTS | $233,467 | $233,467 | |
| RENTALS | $228,902 | $130,557 | $98,345 |
| MUSIC RENTAL & PURCHASES | $80,429 | $80,429 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,972 | TotalAmt |
| Program Services | $68,395 | ProgramServicesAmt |
| Management And General | $33,463 | ManagementAndGeneralAmt |
| Fundraising | $11,114 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,144,859 | TotalAmt |
| Program Services | $2,665,442 | ProgramServicesAmt |
| Management And General | $1,179,779 | ManagementAndGeneralAmt |
| Fundraising | $299,638 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,738 | BOYAmt |
| EOY | $273,923 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,563,197 | BOYAmt |
| EOY | $2,102,489 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,077 | BOYAmt |
| EOY | $80,723 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,758 | BOYAmt |
| EOY | $82,067 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,008 | BOYAmt |
| EOY | $130,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $426,808 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $387,711 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,714 | BOYAmt |
| EOY | $39,097 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,364,470 | BOYAmt |
| EOY | $11,958,247 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,960 | BOYAmt |
| EOY | $70,086 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,854,922 | BOYAmt |
| EOY | $14,736,748 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,596 | BOYAmt |
| EOY | $158,646 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,512 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $349 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,596 | BOYAmt |
| EOY | $172,507 | 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 | $5,670,808 | BOYAmt |
| EOY | $5,468,771 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,980,518 | BOYAmt |
| EOY | $9,095,470 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,651,326 | BOYAmt |
| EOY | $14,564,241 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,854,922 | BOYAmt |
| EOY | $14,736,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$485,441 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,601,644 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,295,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,571,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,705,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,878,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,906,417 | CurrentTaxYearAmt |
| Total | $12,359,125 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,295,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,571,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,705,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,878,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,906,417 | CurrentTaxYearAmt |
| Total | $12,359,125 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,336,982 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,022,143 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,392 | CurrentTaxYearAmt |
| Total | $463,780 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $333,396 | CurrentTaxYearAmt |
| Total | $901,006 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,723,911 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,413,211 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85720 | 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 | $13,775,627 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,227,682 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$331,535 | OtherExpendituresAmt |
| End Year Balance | $12,216,410 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,468,823 | BeginningYearBalanceAmt |
| Contributions | $52,053 | ContributionsAmt |
| Investment Earnings Or Losses | $2,348,212 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $93,461 | OtherExpendituresAmt |
| End Year Balance | $13,775,627 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,162,518 | BeginningYearBalanceAmt |
| Contributions | $1,000,906 | ContributionsAmt |
| Investment Earnings Or Losses | $529,414 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $224,015 | OtherExpendituresAmt |
| End Year Balance | $11,468,823 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,028,422 | BeginningYearBalanceAmt |
| Contributions | $896,814 | ContributionsAmt |
| Investment Earnings Or Losses | $448,280 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,998 | OtherExpendituresAmt |
| End Year Balance | $10,162,518 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,185,236 | BeginningYearBalanceAmt |
| Contributions | $1,607,378 | ContributionsAmt |
| Investment Earnings Or Losses | $466,801 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $230,993 | OtherExpendituresAmt |
| End Year Balance | $9,028,422 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31960 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35010 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,538 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $150,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,272 | DepreciationAmt |
| Book Value | $8,090 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $263,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $232,901 | DepreciationAmt |
| Book Value | $31,007 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,097 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE TICKET SALES | Desc |
| Amt | $349 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $349 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,017,558 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,601,644 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,601,644 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,619,202 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $40,216 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $40,216 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,659,418 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,104,643 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,104,643 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $40,216 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $40,216 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,144,859 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SYMPHONY AND RECOGNIZE A TAX LIABILITY IF THE SYMPHONY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. THE SYMPHONY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE DINNER | Event1Nm |
| Gross Receipts Event1 | $46,285 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $26,980 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,305 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,058 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $901 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,688 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,738 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $46,285 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,980 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,305 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,058 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $901 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,688 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,738 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,385 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,080 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ECKART PREU | PersonNm |
| Title | MUSIC DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $162,595 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $2,715 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $9,713 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $175,023 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $249,125 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 77 | ContributionCnt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE PORTLAND SYMPHONY ORCHESTRA (PSO) SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. THE PSO STRIVES FOR THE HIGHEST POSSIBLE LEVEL OF ARTISTIC QUALITY; INSPIRES CHILDREN AND ADULTS THROUGH MUSIC EDUCATION AND ENCOURAGES LIFELONG MUSICAL LEARNING; DEVELOPS AND NURTURES COMMUNITY RELATIONSHIPS THAT ARE MUTUALLY BENEFICIAL; AND PROMOTES A CULTURE OF MUTUAL RESPECT THAT BUILDS SHARED COMMITMENT AND COLLABORATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD IS INVITED TO VIEW THE 990 WHEN IT IS COMPLETED. THE REQUIRED RETURNS ARE REVIEWED BY THE BOARD CHAIR AND THE EXECUTIVE DIRECTOR PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT SUCH TIME AS ANY MATTER COMES BEFORE THE BOARD OF TRUSTEES WHICH INVOLVES OR MAY INVOLVE A CONFLICT OF INTEREST, THE AFFECTED TRUSTEE SHALL MAKE KNOWN THE POTENTIAL CONFLICT. SUCH TRUSTEE SHALL ANSWER ANY QUESTIONS THAT MIGHT BE ASKED OF HIM OR HER AND SHALL DISCLOSE ALL MATERIAL FACTS. AT THE REQUEST OF THE PRESIDENT, SUCH TRUSTEE SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION, SHALL ABSTAIN FROM ANY VOTE, AND SHALL NOT ATTEMPT TO INFLUENCE ANY VOTE THEREON. A CONFLICT OF INTEREST POLICY HAS BEEN ADOPTED AND EACH BOARD MEMBER AND OFFICER WILL SIGN A FORM EACH YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15A | AN ANNUAL REVIEW OF PERFORMANCE IS CONDUCTED AND COMPENSATION IS COMPARED TO PUBLISHED SALARY SURVEY OF THE LEAGUE OF AMERICAN ORCHESTRAS. THE EXECUTIVE DIRECTOR'S PAY IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | AN ANNUAL REVIEW OF PERFORMANCE IS CONDUCTED AND COMPENSATION IS COMPARED TO PUBLISHED SALARY SURVEY OF THE LEAGUE OF AMERICAN ORCHESTRAS. THE EXECUTIVE DIRECTOR'S PAY IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTTIX LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 MYRTLE STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043353155 | EIN |
| Primary Activities | BOX OFFICE | PrimaryActivitiesTxt |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $51,126 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $924,252 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTTIX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $16,377 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS PARTNERSHIP; PORTTIX, LLC: PRIMARY ACTIVITY - BOX OFFICE FOR EVENTS, TIMES, TICKETS, AND ONLINE RESERVATIONS. | ExplanationTxt |
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