2023-05-14T20:31:07-05:00 2022-06-30 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2021-07-01 953635496 Pacific Symphony % SEAN SUTTON PACI 7147555788 17620 Fitch 100 Irvine CA 92614 SEAN SUTTON EXECUTIVE VP AND COO 7147555788 2023-05-15 true SEAN SUTTON 999009999 RICHARD L RUVELSON P00234075 9492612808 3 2021 2023-04-26 12:10:37Z SEAN SUTTON 17620 Fitch 100 Irvine CA 92614 39159656 false X WWW.PACIFICSYMPHONY.ORG X 1980 CA TO INSPIRE AND ENGAGE THROUGH EXCEPTIONAL MUSIC PERFORMANCES, EDUCATION AND COMMUNITY PROGRAMMING. 68 67 356 1000 0 15627732 21971736 35113 7284876 440515 315799 1499810 1298025 17603170 30870436 0 0 0 0 8255298 12496652 46817 56121 1898508 2725885 9195175 11028000 21747948 6575170 9122488 52133763 53774912 9040203 5694284 43093560 48080628 PACIFIC SYMPHONY INSPIRES, ENGAGES AND SERVES ORANGE COUNTY AND THE REGION THROUGH EXCEPTIONAL MUSIC PERFORMANCES, AND EDUCATION AND COMMUNITY PROGRAMMING. false false 11809852 5796980 CLASSICAL, POPS CONCERTS, OUTDOOR CONCERTS, CONCERTS FOR BALLET, CHORALE GROUPS AND OTHER ORGANIZATIONS APPROXIMATELY 115,911 OF EXPERIENCES PROVIDED. 3031205 1487896 EDUCATIONAL EVENTS AND COMMUNITY OUTREACH PROGRAMS INCLUDING APPRECIATION OF MUSIC IN SCHOOL PROGRAMS, FAMILY CONCERTS, YOUTH ORCHESTRA AND OTHERS APPROXIMATELY 98,000 EXPERIENCES PROVIDED. 14841057 true true false false false false false false false true true true false false false true true false false false false false false true true false false false false true false false false false false false false false true false false false false false false false true 93 0 true 356 true false false false false false true true false false false false false false X 68 67 true false false false false false false true true false false true true true true true true true true false CA X SEAN SUTTON 7147555788 17620 FITCH SUITE 100 IRVINE CA 92614 X MR CARL ST CLAIR MUSIC DIRECTOR 40.0 0.0 X 375978 0 12516 Mr JOHN E FORSYTE PRESIDENT 40.0 0.0 X X 322349 0 30219 Mr GREGORY COX VP of DEV.& EXT. relations 40.0 0.0 X 238370 0 15076 MR DENNIS KIM CONCERT MASTER 10.0 0.0 X 224629 0 10885 MR SEAN SUTTON EVP & COO 40.0 0.0 X 167742 0 18044 Nikki Crabtree-Palley SR. DIR. OF INDIVIDUAL giving 40.0 0.0 X 148099 0 5416 EILEEN JEANETTE VP of ARTISTIC & ORCH. 40.0 0.0 X 131975 0 14126 GARY GOOD SR. EXEC. SPECIAL CAMPAIGN 40.0 0.0 X 130415 0 5099 Jesse Hiser DIRECTOR OF FINANCE 40.0 0.0 X 123102 0 10442 CRAIG HAHN DIRECTOR OF ORCHESTRA PERSONNE 40.0 0.0 X 104155 0 10091 MS JOANN LEATHERBY Imm. Past Chair/Board Affairs 5.0 0.0 X X 0 0 0 MR JOHN R EVANS BOARD CHAIR 5.0 0.0 X X 0 0 0 MR MARK NIELSEN VICE chair finance & tres. 5.0 0.0 X X 0 0 0 MR SCOTT SIEGEL DIRECTOR 0.5 0.0 X 0 0 0 MS SUSAN ANDERSON VICE CHAIR, DEVELOPMENT 5.0 0.0 X X 0 0 0 MRS LEONA ARONOFF-SADACCA DIRECTOR 0.5 0.0 X 0 0 0 MS LINDSAY AYERS DIRECTOR 0.5 0.0 X 0 0 0 MR ERIC CHAMBERLAIN DIRECTOR 0.5 0.0 X 0 0 0 DR JO ELLEN ALLEN-CHATHAM DIRECTOR 0.5 0.0 X 0 0 0 MR PATRICK CHENG DIRECTOR 0.5 0.0 X 0 0 0 MRS CAROL CHOI DIRECTOR 0.5 0.0 X 0 0 0 MR ROBERT CORBIN DIRECTOR - PAST 0.5 0.0 X 0 0 0 MR BOB DAVEY DIRECTOR 0.5 0.0 X 0 0 0 MRS GINNY DAVIES DIRECTOR 0.5 0.0 X 0 0 0 MS LUCY DUNN DIRECTOR 0.5 0.0 X 0 0 0 DR AL FERRARI DIRECTOR 0.5 0.0 X 0 0 0 MS BARBARA FOSTER DIRECTOR 0.5 0.0 X 0 0 0 MR MICHAEL S GORDON DIRECTOR 0.5 0.0 X 0 0 0 MR NICHOLAS GREENKO DIRECTOR 0.5 0.0 X 0 0 0 MR RONDELL B HANSON DIRECTOR 0.5 0.0 X 0 0 0 DR DONALD HECHT DIRECTOR 0.5 0.0 X 0 0 0 MRS MICHELLE HOROWITZ DIRECTOR 0.5 0.0 X 0 0 0 MR JAMES NEWTON HOWARD DIRECTOR 0.5 0.0 X 0 0 0 MR DONALD HU DIRECTOR 0.5 0.0 X 0 0 0 MS SCHARRELL JACKSON DIRECTOR 0.5 0.0 X 0 0 0 MR JOHN MARK JENNINGS DIRECTOR 0.5 0.0 X 0 0 0 MR SHENG JIANG DIRECTOR 0.5 0.0 X 0 0 0 MR SETH JOHNSON DIRECTOR 0.5 0.0 X 0 0 0 MS AGNES LEW DIRECTOR 0.5 0.0 X 0 0 0 MR PHILLIP N LYONS DIRECTOR 0.5 0.0 X 0 0 0 MS DIANA MARTIN DIRECTOR 0.5 0.0 X 0 0 0 MR BRIAN MARYOTT DIRECTOR 0.5 0.0 X 0 0 0 MS PATRICIA MCAULEY DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID V MELILLI DIRECTOR 0.5 0.0 X 0 0 0 MR CARLOS MOLLURA DIRECTOR 0.5 0.0 X 0 0 0 MR TIMOTHY J MOLNAR DIRECTOR 0.5 0.0 X 0 0 0 MS STACEY NICHOLAS DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID ONTKO DIRECTOR 0.5 0.0 X 0 0 0 MS ANOOSHEH OSKOUIAN DIRECTOR 0.5 0.0 X 0 0 0 MR JOHN PELLER DIRECTOR 0.5 0.0 X 0 0 0 MS JUDITH POSNIKOFF DIRECTOR 0.5 0.0 X 0 0 0 MRS CHIYO ROWE DIRECTOR 0.5 0.0 X 0 0 0 DR EVAN B SIEGEL DIRECTOR 0.5 0.0 X 0 0 0 MR HON H WARREN SIEGEL DIRECTOR 0.5 0.0 X 0 0 0 MR RONALD M SIMON DIRECTOR 0.5 0.0 X 0 0 0 MRS ELIZABETH STAHR DIRECTOR 0.5 0.0 X 0 0 0 MS CAROLANN TASSIOS DIRECTOR 0.5 0.0 X 0 0 0 MR CHRISTOPHER TOWER DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID TROOB DIRECTOR 0.5 0.0 X 0 0 0 MR BART VAN AARDENNE DIRECTOR 0.5 0.0 X 0 0 0 MR FRAMROZE VIRJEE DIRECTOR 0.5 0.0 X 0 0 0 MR HENRY WALKER DIRECTOR 0.5 0.0 X 0 0 0 MS JUDY WHITMORE DIRECTOR 0.5 0.0 X 0 0 0 MRS JANE FUJISHIGE YADA DIRECTOR 0.5 0.0 X 0 0 0 MR CHARLES ZHANG DIRECTOR 0.5 0.0 X 0 0 0 mc sungila directoR 0.5 0.0 X 0 0 0 MR ARTHUR ONG SECRETARY 5.0 0.0 X X 0 0 0 MR WILLIAM DOLAN DIRECTOR 0.5 0.0 X 0 0 0 MR REZA JAHANGIRI DIRECTOR 0.5 0.0 X 0 0 0 MS LOUISE MERAGE DIRECTOR 0.5 0.0 X 0 0 0 MR ABBAS MOHADDES DIRECTOR 0.5 0.0 X 0 0 0 MR MAURICE MURRAY DIRECTOR 0.5 0.0 X 0 0 0 MS KARIN L PEARSON DIRECTOR 0.5 0.0 X 0 0 0 MRS MICHELLE ROHE DIRECTOR 0.5 0.0 X 0 0 0 MR BRIAN SCHOENLE DIRECTOR 0.5 0.0 X 0 0 0 MR ED SACHS DIRECTOR 0.5 0.0 X 0 0 0 MR ANDY THORBURN DIRECTOR 0.5 0.0 X 0 0 0 MS JENNIFER WILSON DIRECTOR 0.5 0.0 X 0 0 0 MRS CATHERINE EMMI DIRECTOR - PAST 0.5 0.0 X 0 0 0 MR WILLIAM F PODLICH DIRECTOR - PAST 0.5 0.0 X 0 0 0 1966814 0 131914 11 true true false SEGESTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 RENTAL & SERVICE 550654 THEATER DIRECT INC 4213 w BURBANK BLVD BURBANK CA 91505 TELEFUNDING & TELEMA 158087 TECHMD 3750 S Susan St SANTA ANA CA 92704 IT SERVICES 150054 BRITE IDEAS INC 65 BEACH STREET PONCE INLET FL 32127 STAGE LIGHTING 148894 PATINA CATERING 1150 S Olive St Suite TGL-25 LOS ANGELES CA 90015 EVENTS CATERING 115449 11 0 617186 8495614 12858936 3263779 21971736 CONCERT TICKET SALES 711190 5796980 5796980 CONTRACTED CONCERTS 711190 1226303 1226303 EDN. PROGRAMS/CONCERTS 711190 261593 261593 7284876 548084 548084 0 0 0 0 0 6861052 7093337 -232285 -232285 -232285 2265792 617186 1181430 1084362 1084362 0 0 0 41082 14453 26629 26629 MISCELLANEOUS 711190 187034 0 0 187034 187034 30870436 7284876 0 1613824 0 0 0 0 0 0 0 1548803 868041 358032 322730 0 8892750 6624198 1471310 797242 678473 622369 36413 19691 605629 405577 155927 44125 770997 578448 118846 73703 0 14100 14100 74316 74316 0 56121 56121 75759 75759 495527 59033 343650 92844 1850726 1435773 414953 423261 33915 332913 56433 250176 246281 3895 17637 17637 213497 140908 72589 31972 11294 13517 7161 0 8038 928 1648 5462 0 0 425557 280868 144689 127610 53375 74235 PRODUCTION & EXHIBITION 4557230 4557230 EDUCATIONAL PROGRAMS 505097 505097 MISCELLANEOUS 124672 82139 38385 4148 21747948 14841057 5008383 1898508 1080934 844238 7599590 10649270 5323136 6125950 2387861 2339898 0 0 0 0 0 0 0 0 746623 805754 9377289 2499942 7105387 6877347 0 0 26506852 25958255 0 0 0 0 1383380 174200 52133763 53774912 1449602 2789038 0 0 3468255 2905246 0 0 0 0 0 0 0 0 4122346 0 0 0 9040203 5694284 X 8699132 12416584 34394428 35664044 43093560 48080628 52133763 53774912 X 9122488 -3876776 -258644 X X false true X true true true X 14313041 7391693 11974222 15687605 21967496 71334057 0 0 14313041 7391693 11974222 15687605 21967496 71334057 17899852 53434205 386017 587389 445687 462199 548084 2429376 15588 12542 0 0 0 28130 193001 139554 125862 233789 187034 879240 74670803 35446932 0.71560 0.67990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 28382878 4025758 -3656982 1285730 27465924 22881490 780521 5980150 1259283 28382878 25961554 1283150 -60191 27184513 25964911 5755 -9112 25961554 22568204 3313858 82849 25964911 1.00000 false false 6160000 236923 5923077 344522 186877 157645 2872767 2076142 796625 6877347 ENDOWMENT 25958255 F 25958255 0 0 X 26697517 -3876776 -3876776 30574293 75759 220384 296143 30870436 21451805 21451805 75759 220384 296143 21747948 PART V, LINE 4: THE ORGANIZATION HOLDS A DIVERSIFIED ENDOWMENT FUND WHICH IS PROFESSIONALLY MANAGED BY AN INDEPENDENT ADVISOR. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARDS RELATED TO ACCOUNTING AND REPORTING FOR UNCERTAINITY IN INCOME TAXES. FOR THE SYMPHONY, THESE STANDARDS COULD BE APPLICABLE TO THE INCURRENCE OF ANY UNRELATED BUSINESS INCOME ATTRIBUTABLE TO THE SYMPHONY. BECAUSE OF THE GENERAL TAX-EXEMPT STATUS, THESE STANDARDS ARE NOT ANTICIPATED TO HAVE A MATERIAL IMPACT ON THE SYMPHONY'S FINANCIAL STATEMENTS. PART XI, LINE 4B: ENDOWMENT CAMPAIGN EXPENSES $ 220,384 PART XII, LINE 4B: ENDOWMENT CAMPAIGN EXPENSES $ 220,384 X X X X X X X true THEATER DIRECT INC 4213 W Burbank Blvd Burbank CA 91505 TELEFUNDING false 98393 41800 39883 98393 41800 39883 CA Gala 1893200 295700 1597500 823279 Opening night 464048 88050 375998 166474 2 525730 233436 292294 191677 2882978 617186 2265792 1181430 1181430 1084362 SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: THEATER DIRECT, INC. (I) ADDRESS OF FUNDRAISER: 4213 W. BURBANK BLVD, BURBANK, CA 91505 PART I, LINE 2B, COLUMN (V): THE FEES PAID TO THEATER DIRECT, INC. IN THE AMOUNT OF $41,800 WAS THE AGREED UPON AMOUNT FOR TELEFUNDING ACTIVITIES. X false true X X X false false false false false false false false false Mr JOHN E FORSYTE PRESIDENT 284624 0 30000 0 7725 0 20500 0 9719 0 352568 0 0 MR SEAN SUTTON EVP & COO 155242 0 12500 0 0 0 5528 0 12516 0 185786 0 0 MR CARL ST CLAIR MUSIC DIRECTOR 324555 0 38500 0 12923 0 0 12516 0 388494 0 0 0 Mr GREGORY COX VP of DEV.& EXT. relations 221870 16500 0 7137 7939 253446 GARY GOOD SR. EXEC. SPECIAL CAMPAIGN 127415 0 3000 0 0 0 4285 0 814 0 135514 0 0 0 Nikki Crabtree-Palley SR. DIR. OF INDIVIDUAL giving 140599 0 7500 0 0 0 4602 0 814 0 153515 0 0 0 MR DENNIS KIM CONCERT MASTER 224629 8352 2533 235514 PART I, LINE 1A: MR. CARL ST. CLAIR RECEIVES A HOUSING ALLOWANCE THAT IS INCLUDED IN HIS REPORTABLE COMPENSATION. X 12 3213935 FMV X AUCTION ITEMS 11 241000 FMV false false true SCHEDULE M, PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B). SCHEDULE M, PART I, LINE 32B: Main Management, the organization's Endowment Advisors, manages the process of receiving and selling the stock gifts received. FORM 990, PART VI, SECTION B, LINE 11B: THE BOARD NOMINATES BOARD MEMBERS FOR THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL DOCUMENTS BEFORE THEY ARE SUBMITTED AND FINALIZED. THE FULL FORM 990, AS FILED WITH THE GOVERNMENT, IS REVIEWED BY THE AUDIT COMMITTEE. ADDITIONALLY, THE FULL FORM 990, WAS DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE BOARD HAS INSTITUTED AN ANNUAL STATEMENT OF COMPLIANCE WHICH IS DISTRIBUTED TO ALL BOARD MEMBERS TO COMPLETE. THIS ANNUAL DISCLOSURE IS USED TO MONITOR TRANSACTIONS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15: ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND BOARD APPROVAL FOR THE COMPENSATION PROCESS. FORM 990, PART VI, SECTION C, LINE 18: THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE BOARD OF DIRECTORS HAD CONSTITUED AN AUDIT COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN THE CURRENT REPORTING PERIOD. FORM 990, PART XI, LINE 8: AFTER THE RETURN WAS FILED, THERE WERE CHANGES MADE TO THE FINANCIAL STATEMENTS. THE PRIOR PERIOD ADJUSTMENT WAS MADE DUE TO A CHANGE IN NET ASSETS. FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES: MANAGEMENT AND GENERAL EXPENSES INCLUDE ALL MARKETING COSTS. THERE ARE NO MARKETING EXPENSES REFLECTED IN PROGRAM SERVICES.