KALAMAZOO SYMPHONY ORCHESTRA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KALAMAZOO SYMPHONY ORCHESTRA (EIN 38-6005710)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-01-23
- IRS object ID
- 202530239349301208
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-23T14:01:04-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200503877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEBER TANS PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 W CROSSTOWN PARKWAY STE 304 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386005710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALAMAZOO SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALA | BusinessNameControlTxt |
| Phone | 2693497759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 359 S KALAMAZOO MALL STE 100 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA MALLOW GULLEY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2693497759 | PhoneNum |
| Signature | 2025-01-21 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J HORWATH | PreparerPersonNm |
| PTIN | P00548822 | PTIN |
| Phone | 2693438180 | PhoneNum |
| Preparation | 2025-01-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JESSICA MALLOW GULLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 359 S KALAMAZOO MALL STE 100 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,038,268 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KALAMAZOOSYMPHONY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE KALAMAZOO SYMPHONY ORCHESTRA IS TO SERVE OUR COMMUNITY THROUGH OUTSTANDING MUSICAL LISTENING AND LEARNING EXPERIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 288 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $7,434 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,875,789 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,046,640 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $421,809 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $581,268 | CYProgramServiceRevenueAmt |
| PY Investment Income | $316,869 | PYInvestmentIncomeAmt |
| CY Investment Income | $367,833 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,548 | PYOtherRevenueAmt |
| CY Other Revenue | $10,615 | CYOtherRevenueAmt |
| PY Total Revenue | $2,628,015 | PYTotalRevenueAmt |
| CY Total Revenue | $3,006,356 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,158,584 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,217,166 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $258,762 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,389,215 | PYOtherExpensesAmt |
| CY Other Expenses | $1,467,623 | CYOtherExpensesAmt |
| PY Total Expenses | $3,547,799 | PYTotalExpensesAmt |
| CY Total Expenses | $3,684,789 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$919,784 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$678,433 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,631,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,953,248 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $474,719 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $878,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,157,227 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,074,506 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE KALAMAZOO SYMPHONY ORCHESTRA IS TO SERVE OUR COMMUNITY THROUGH OUTSTANDING MUSICAL LISTENING AND LEARNING EXPERIENCES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,954,505 | ExpenseAmt |
| Revenue | $581,268 | RevenueAmt |
| Desc | PRESENTATION OF OVER FORTY EVENTS EACH YEAR, INCLUDING SIX SEASON SUBSCRIPTION CONCERTS AND RELATED ACTIVITIES, EDUCATIONAL CONCERTS, LECTURES, CHAMBER CONCERTS, POPS CONCERTS AND FAMILY CONCERTS. | Desc |
| Total Program Service Expenses | $2,954,505 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 288 | 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 |
| 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | Yes (true) | 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 |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA MALLOW GULLEY | PersonNm |
| Phone | 2693497759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 359 S KALAMAZOO MALL STE 100 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JESSICA MALLOW GULLEY | ||||||
| PRESIDENT & | 40.00 | Yes (X) | Yes (X) | $123,141 | $0 | $9,322 |
| JULIAN KUERTI | ||||||
| MUSIC DIRECT | 5.00 | Yes (X) | Yes (X) | $69,121 | $0 | $10,694 |
| CURTIS HALL | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN ISBLE | ||||||
| PRESIDENT-EL | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS L DREWS | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA KENTER | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNN L CHEN-ZHANG | ||||||
| COMMITTEE CH | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE SLINGERLAND | ||||||
| COMMITTEE CH | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RENEE PEARL | ||||||
| IMMED PAST P | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN AILES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REHEMA BARBER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JILL BISH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSCELYN CEKOLA BOUCHER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES BRIDENSTINE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BURNS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY DOMINIANNI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICOLE DYSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE EVANS LITTLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD FOOR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AJOY K GHOSH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL GUSTIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AIMEE JACHYM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRITZ KLUG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY KOLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN MCBRIDE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MCDOUGALL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM MEYERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAYA NASHEF | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DERL OBERLIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANE ROOKS ROSS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SCHLACK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID THOMS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA VAN POPERING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHAMRA VANWAGONER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| D TERRY WILLIAMS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN WILLIAMS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $192,262 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $20,016 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $2,700 | MembershipDuesAmt |
| Fundraising | $65,210 | FundraisingAmt |
| Government Grants | $167,739 | GovernmentGrantsAmt |
| All Other Contributions | $1,810,991 | AllOtherContributionsAmt |
| Total Contributions | $2,046,640 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TICKET REVENUES | $399,064 | $399,064 |
| CONTRACT FEES | $182,204 | $182,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $581,268 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,833 | TotalRevenueColumnAmt |
| Exclusion | $367,833 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71 | TotalRevenueColumnAmt |
| Exclusion | $71 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $65,210 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $31,912 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$31,912 | TotalRevenueColumnAmt |
| Exclusion | -$31,912 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISC. REVENUES | $35,022 | $35,022 | ||
| PROGRAM BOOK ADVERTISING | $7,434 | 711130 | $7,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,456 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,006,356 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $581,268 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,434 | UnrelatedBusinessRevenueAmt |
| Exclusion | $371,014 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,262 | TotalAmt |
| Program Services | $69,121 | ProgramServicesAmt |
| Management And General | $123,141 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,724,911 | TotalAmt |
| Program Services | $1,412,105 | ProgramServicesAmt |
| Management And General | $173,487 | ManagementAndGeneralAmt |
| Fundraising | $139,319 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,075 | TotalAmt |
| Program Services | $44,542 | ProgramServicesAmt |
| Management And General | $7,984 | ManagementAndGeneralAmt |
| Fundraising | $4,549 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,464 | TotalAmt |
| Program Services | $59,353 | ProgramServicesAmt |
| Management And General | $13,135 | ManagementAndGeneralAmt |
| Fundraising | $17,976 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,454 | TotalAmt |
| Program Services | $114,179 | ProgramServicesAmt |
| Management And General | $21,468 | ManagementAndGeneralAmt |
| Fundraising | $16,807 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,257 | TotalAmt |
| Management And General | $28,257 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,544 | TotalAmt |
| Program Services | $2,491 | ProgramServicesAmt |
| Management And General | $4,053 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,300 | TotalAmt |
| Management And General | $22,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,454 | TotalAmt |
| Program Services | $65,957 | ProgramServicesAmt |
| Fundraising | $14,497 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,636 | TotalAmt |
| Program Services | $115,960 | ProgramServicesAmt |
| Management And General | $374 | ManagementAndGeneralAmt |
| Fundraising | $5,302 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,412 | TotalAmt |
| Program Services | $41,712 | ProgramServicesAmt |
| Management And General | $14,694 | ManagementAndGeneralAmt |
| Fundraising | $7,006 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,274 | TotalAmt |
| Program Services | $81,175 | ProgramServicesAmt |
| Management And General | $9,522 | ManagementAndGeneralAmt |
| Fundraising | $22,577 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,833 | TotalAmt |
| Program Services | $116,738 | ProgramServicesAmt |
| Management And General | $23,100 | ManagementAndGeneralAmt |
| Fundraising | $10,995 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,626 | TotalAmt |
| Program Services | $136,626 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,100 | TotalAmt |
| Management And General | $2,100 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,150 | TotalAmt |
| Program Services | $20,178 | ProgramServicesAmt |
| Management And General | $2,486 | ManagementAndGeneralAmt |
| Fundraising | $2,486 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,645 | TotalAmt |
| Program Services | $19,074 | ProgramServicesAmt |
| Management And General | $3,774 | ManagementAndGeneralAmt |
| Fundraising | $1,797 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONCERT PRODUCTION | $286,866 | $286,866 | ||
| CONDUCTORS/GUEST ARTISTS | $243,467 | $243,467 | ||
| COMMISSIONING EXPENSE | $62,500 | $62,500 | ||
| LECTURES, EVENTS, ETC. | $42,351 | $26,293 | $2,877 | $13,181 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,208 | TotalAmt |
| Program Services | $36,168 | ProgramServicesAmt |
| Management And General | $18,770 | ManagementAndGeneralAmt |
| Fundraising | $2,270 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,684,789 | TotalAmt |
| Program Services | $2,954,505 | ProgramServicesAmt |
| Management And General | $471,522 | ManagementAndGeneralAmt |
| Fundraising | $258,762 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,057 | BOYAmt |
| EOY | $604,035 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,269 | BOYAmt |
| EOY | $686,883 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,219 | BOYAmt |
| EOY | $213,904 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,976 | BOYAmt |
| EOY | $115,193 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,153 | BOYAmt |
| EOY | $42,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $903,998 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $463,346 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,063 | BOYAmt |
| EOY | $440,652 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,910,209 | BOYAmt |
| EOY | $24,639,680 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,000 | BOYAmt |
| EOY | $210,802 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,631,946 | BOYAmt |
| EOY | $26,953,248 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,236 | BOYAmt |
| EOY | $220,918 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,483 | BOYAmt |
| EOY | $444,957 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,000 | BOYAmt |
| EOY | $212,867 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,719 | BOYAmt |
| EOY | $878,742 | 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 | $15,841,407 | BOYAmt |
| EOY | $17,885,190 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,315,820 | BOYAmt |
| EOY | $8,189,316 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,157,227 | BOYAmt |
| EOY | $26,074,506 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,631,946 | BOYAmt |
| EOY | $26,953,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$678,433 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,431,262 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $164,450 | DonatedServicesAndUseFcltsAmt |
| 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 | $2,529,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $952,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,064,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,875,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,046,640 | CurrentTaxYearAmt |
| Total | $9,469,951 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,529,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $952,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,064,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,875,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,046,640 | CurrentTaxYearAmt |
| Total | $9,469,951 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,481,325 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,988,626 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $278,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $367,833 | CurrentTaxYearAmt |
| Total | $1,392,875 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $9,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,388 | CurrentTaxYearAmt |
| Total | $64,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,927,695 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,414,287 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | PROGRAM ADVERTISING -3,604 MISCELLANEOUS 68,577 ROYALTIES 176 LOSS ON SALE OF ASSET -280 | ExplanationTxt |
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 | $21,266,107 | BeginningYearBalanceAmt |
| Contributions | $59,182 | ContributionsAmt |
| Investment Earnings Or Losses | $4,313,292 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,106,650 | OtherExpendituresAmt |
| Administrative Expenses | $114,118 | AdministrativeExpensesAmt |
| End Year Balance | $24,417,813 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,245,341 | BeginningYearBalanceAmt |
| Contributions | $530,540 | ContributionsAmt |
| Investment Earnings Or Losses | $1,611,117 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,017,150 | OtherExpendituresAmt |
| Administrative Expenses | $103,741 | AdministrativeExpensesAmt |
| End Year Balance | $21,266,107 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,844,217 | BeginningYearBalanceAmt |
| Contributions | $692,450 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,175,169 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,002,260 | OtherExpendituresAmt |
| Administrative Expenses | $113,897 | AdministrativeExpensesAmt |
| End Year Balance | $20,245,341 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,217,172 | BeginningYearBalanceAmt |
| Contributions | $117,294 | ContributionsAmt |
| Investment Earnings Or Losses | $781,405 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $242,388 | OtherExpendituresAmt |
| Administrative Expenses | $29,266 | AdministrativeExpensesAmt |
| End Year Balance | $23,844,217 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,976,549 | BeginningYearBalanceAmt |
| Contributions | $630,393 | ContributionsAmt |
| Investment Earnings Or Losses | $5,613,552 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $900,000 | OtherExpendituresAmt |
| Administrative Expenses | $103,322 | AdministrativeExpensesAmt |
| End Year Balance | $23,217,172 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.71000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $236,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $236,100 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $667,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $227,246 | DepreciationAmt |
| Book Value | $440,652 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $440,652 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE LEASED LIABILITY | Desc |
| Amt | $212,867 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $212,867 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,633,980 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,431,262 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $164,450 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,595,712 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,038,268 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$31,912 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$31,912 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,006,356 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,716,701 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $31,912 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $31,912 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,684,789 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,684,789 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE LONG-TERM SUPPORT FOR THE ORGANIZATION'S OPERATIONS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DIRECT FUNDRAISING COSTS -31,912 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING COSTS 31,912 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EPIC EVENING | Event1Nm |
| Gross Receipts Event1 | $46,550 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $46,550 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $28,607 | OtherDirectExpensesEvent1Amt |
| Event2 | YOUTH CONCERT L | Event2Nm |
| Gross Receipts Event2 | $18,660 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,660 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $3,305 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $65,210 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $65,210 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $31,912 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,912 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$31,912 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 7A | POWER TO ELECT OR APPOINT PER KSO BYLAWS, UP TO THREE (3) DIRECTORS SHALL BE ELECTED BY THE MUSICIANS OF THE KALAMAZOO SYMPHONY ORCHESTRA AND UP TO TWO (2) DIRECTORS SHALL BE ELECTED BY THE KALAMAZOO SYMPHONY ORCHESTRA LEAGUE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 REVIEW PROCESS EACH BOARD MEMBER WILL RECEIVE A COPY OF THE FINAL FORM 990, INCLUDING ALL SCHEDULES, AT THE REGULARLY SCHEDULED BOARD MEETING. ALL QUESTIONS/COMMENTS SUBMITTED WILL BE ADDRESSED PRIOR TO THE RETURN BEING FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICTS OF INTEREST AT THE BEGINNING OF EACH FISCAL YEAR, EACH MEMBER OF THE BOARD AND STAFF WILL COMPLETE AND UPDATE A COPY OF THE DISCLOSURE LETTER. THE LETTER WILL BE REVIEWED BY THE CHAIR OF THE GOVERNANCE COMMITTEE AND THE EXECUTIVE DIRECTOR. MEMBERS OF THE BOARD AND STAFF WHO HAVE A CONFLICT OF INTEREST IN ANY MATTER SHALL REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF THE PROPOSED TRANSACTION. THE PERSON OR PERSONS INVOLVED WILL NOT VOTE ON SUCH MATTERS. FAILURE TO KNOWINGLY DISCLOSE A POTENTIAL CONFLICT OF INTEREST COULD RESULT IN DIS-AFFILIATION WITH OR TERMINATION OF EMPLOYMENT WITH THE KSO. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION REVIEW PROCESS THE KSO EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE COMPENSATION FOR THE PRESIDENT & CEO. IN DETERMINING COMPENSATION, MEMBERS OF THE EXECUTIVE COMMITTEE REVIEWED COMPENSATION INFORMATION FOR PERSON IN COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS THROUGH THE LEAGUE OF AMERICAN ORCHESTRAS' ANNUAL COMPENSATION SURVEY. DOCUMENTATION OF DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MAINTAINED AT THE KSO OFFICE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABILITY OF DOCUMENTS KSO MAKES ITS RETURN, GOVERNING DOCUMENTS, POLICIES AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC FOR INSPECTION AT ITS OFFICE. |
| FORM 990, PART XI, LINE 9 | 1 -1 |
Comments