2025-05-15T18:19:17-04:00 2024-06-30 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2023-07-01 953635496 Pacific Symphony % SEAN SUTTON PACI 7147555788 17620 Fitch 100 Irvine CA 92614 SEAN SUTTON EXECUTIVE VP AND COO 7147555788 2025-05-15 true true RICHARD L RUVELSON P00234075 9492612808 2023 2025-03-06 01:10:19Z SEAN SUTTON 17620 Fitch 100 Irvine CA 92614 32235035 false X WWW.PACIFICSYMPHONY.ORG X 1980 CA PERFORMS INSPIRING, ENTERTAINING, AND HEALING MUSIC, CONNECT COMMUNITIES THROUGH DIVERSE PROGRAMMING, INSPIRE YOUTH, PROVIDE THERAPEUTIC BENEFIT, & PROMOTE THE WELL-BEING. 75 74 443 1500 0 0 12848468 14497832 8408164 9027152 833663 1256860 1635252 1617344 23725547 26399188 0 0 0 0 13081143 12806699 32052 31339 1879164 10833990 10929051 23947185 23767089 -221638 2632099 55229756 60486583 4754122 4266656 50475634 56219927 X PACIFIC SYMPHONY, A CORNERSTONE CULTURAL ORGANIZATION SERVING ORANGE COUNTY, REACHES OVER 225,000 INDIVIDUALS ANNUALLY WITH DIVERSE ORCHESTRAL PERFORMANCES, CHAMBER MUSIC, OPERA, CHORAL MUSIC, AND PREMIERES OF NEW WORKS. BROADCASTING 12 CLASSICAL SERIES PERFORMANCES ON KUSC RADIO EXPANDS THE SYMPHONY'S REACH. THROUGH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS LIKE HEARTSTRINGS, SYMPHONY IN THE CITIES, THE LANTERN FESTIVAL, AND SYMPHONY ON THE GO, TENS OF THOUSANDS OF COMMUNITY MEMBERS GAIN FREE ACCESS TO THE SYMPHONY'S OFFERINGS. PACIFIC SYMPHONY'S COMMITMENT EXTENDS TO MUSIC EDUCATION, PROVIDING ASSEMBLIES IN ELEMENTARY SCHOOLS AND TRAINING OVER 300 MIDDLE AND HIGH SCHOOL STUDENTS YEARLY THROUGH PACIFIC SYMPHONY YOUTH ENSEMBLES. false false 12534003 8074222 CLASSICAL, POPS, FAMILY, SUMMER, AND CONTRACT CONCERTS (INCLUDING AMERICAN BALLET THEATER, PACIFIC CHORALE, SOKA UNIVERSITY, AND OTHER ORGANIZATIONS). APPROXIMATELY 125,000 EXPERIENCES PROVIDED. 3286440 952930 EDUCATIONAL EVENTS AND COMMUNITY OUTREACH PROGRAMS INCLUDING APPRECIATION OF MUSIC IN SCHOOLS PROGRAMS, SYMPHONY IN THE CITIES, SYMPHONY ON THE GO, YOUTH ORCHESTRA AND OTHERS. APPROXIMATELY 100,000 EXPERIENCES PROVIDED. 15820443 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 true false true false false false false false false false false true 154 0 true 443 true false false false false false true true false false false false false false X 75 74 false 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 487362 0 8366 MR JOHN E FORSYTE PRESIDENT 40.0 0.0 X X 384204 0 28756 MR DENNIS KIM CONCERT MASTER 10.0 0.0 X 211674 0 10732 MR SEAN SUTTON EVP & COO 40.0 0.0 X 196305 0 13203 MR GREGORY COX VP OF DEV & EXT REL(THRU 08/23 40.0 0.0 X 194631 0 9239 NIKKI CRABTREE-PALLEY SR DIRECTOR OF MAJOR GIFTS 40.0 0.0 X 177452 0 5742 EILEEN JEANETTE VP OF ARTISTIC PLANNING & PROD 40.0 0.0 X 165155 0 11061 KIMBERLY GREENHALL SR. EXEC OF CAMP (THRU 09/23) 40.0 0.0 X 159788 0 9486 JESSE HISER SR. DIRECTOR OF FINANCE 40.0 0.0 X 125982 0 7605 SUSAN MILLER KOTSES VP OF EDUCATION & COMMUNITY 40.0 0.0 X 112881 0 7247 CRAIG HAHN DIR. OF ORCHESTRA PERSONNEL 40.0 0.0 X 106581 0 7383 SANDRA PEREZ PAYROLL & BENEFIT ADMINISTRATO 40.0 0.0 X 100051 0 10093 MR AUTHUR ONG BOARD CHAIR 5.0 0.0 X X 0 0 0 MR MARK NIELSEN VICE CHAIR, FINANCE & TREASURE 5.0 0.0 X X 0 0 0 MR JOHN R EVANS IMMEDIATE PAST CHAIR 5.0 0.0 X X 0 0 0 MS SUSAN ANDERSON VICE CHAIR, DEVELOPMENT 5.0 0.0 X X 0 0 0 MS DIANA MARTIN CO-VICE CHAIR, DEVELOPMENT 5.0 0.0 X X 0 0 0 MS ANDRIA STRELOW BOARD SECRETARY 5.0 0.0 X X 0 0 0 DR SYLVIA ALVA PHD DIRECTOR 0.5 0.0 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 RICH BRIDGFORD 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 CHEN DIRECTOR 0.5 0.0 X 0 0 0 MRS CAROL CHOI DIRECTOR 0.5 0.0 X 0 0 0 MS ALAYNE K CORTES DIRECTOR 0.5 0.0 X 0 0 0 DR ROBERT DAVEY DIRECTOR 0.5 0.0 X 0 0 0 MRS GINNY DAVIES DIRECTOR 0.5 0.0 X 0 0 0 MR WILLIAM DOLAN DIRECTOR 0.5 0.0 X 0 0 0 MS LUCY DUNN DIRECTOR 0.5 0.0 X 0 0 0 MS BARBARA FOSTER DIRECTOR 0.5 0.0 X 0 0 0 MRS MARIA FRANCIS 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 ANDY HANSON DIRECTOR 0.5 0.0 X 0 0 0 MS JANINE HEFT DIRECTOR 0.5 0.0 X 0 0 0 MR BRIAN T HERVEY 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 MR JERRY HUANG DIRECTOR 0.5 0.0 X 0 0 0 MR REZA JAHANGIRI DIRECTOR 0.5 0.0 X 0 0 0 MR SETH R JOHNSON DIRECTOR 0.5 0.0 X 0 0 0 DR EDWARD KIM DIRECTOR 0.5 0.0 X 0 0 0 MS JOHANNA KIM DIRECTOR 0.5 0.0 X 0 0 0 MS JOANN LEATHERBY DIRECTOR 0.5 0.0 X 0 0 0 MS AGNES LEW DIRECTOR 0.5 0.0 X 0 0 0 MS ROBIN LIU DIRECTOR 0.5 0.0 X 0 0 0 MR PHILLIP N LYONS 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 MS LOUISE MERAGE DIRECTOR 0.5 0.0 X 0 0 0 MR ABBAS MOHADDES DIRECTOR 0.5 0.0 X 0 0 0 MRS HAYDEE MOLLURA DIRECTOR 0.5 0.0 X 0 0 0 MR MAURICE MURRAY DIRECTOR 0.5 0.0 X 0 0 0 MS TAWNI NGUYEN 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 MS KARIN L PEARSON DIRECTOR 0.5 0.0 X 0 0 0 MR JOHN B PELLER DIRECTOR 0.5 0.0 X 0 0 0 MS JUDITH POSNIKOFF DIRECTOR 0.5 0.0 X 0 0 0 MRS MICHELLE ROHE DIRECTOR 0.5 0.0 X 0 0 0 MRS CHIYO ROWE DIRECTOR 0.5 0.0 X 0 0 0 MR SCOTT SEIGEL 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 MR AL SPECTOR DIRECTOR 0.5 0.0 X 0 0 0 MR WALTER STAHR DIRECTOR 0.5 0.0 X 0 0 0 MC SUNGAILA DIRECTOR 0.5 0.0 X 0 0 0 MS CAROLANN TASSIOS DIRECTOR 0.5 0.0 X 0 0 0 MR ANDY THORBURN DIRECTOR 0.5 0.0 X 0 0 0 MR CHRISTOPHER TOWER DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID H 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 NANCY WONG 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 DR DONALD HECHT DIRECTOR 0.5 0.0 X 0 0 0 MS RONNA SHIPMAN DIRECTOR 0.5 0.0 X 0 0 0 MR STEVEN SORENSON DIRECTOR 0.5 0.0 X 0 0 0 2422066 0 128913 12 true true false SEGESTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 RENTAL & SERVICES 2273572 BASIS GLOBAL TECHNOLOGIES 11 E MADISON ST 6TH FLOOR CHICAGO IL 60602 DIGITAL MARKETING 328197 ACFEA TOUR CONSULTANTS INC 777 GRAND AVE STE 206 SAN RAFAEL CA 949013509 YOUTH TOUR ORGANIZER 316243 PATINA CATERING 1150S OLIVE ST TGL-25 LOS ANGELES CA 90015 EVENTS CATERING 311260 BRITE IDEAS BY GREG CHRISTY INC 23161 ANTONIO PKWY RANCHO SANTA MARGARITA CA 92688 STAGE LIGHTING 268748 15 1611048 2288500 10598284 2477400 14497832 CONCERT TICKET SALES 711190 6466644 6466644 CONTRACTED CONCERTS 711190 1607578 1607578 EDN. PROGRAMS/CONCERTS 711190 952930 952930 9027152 1155176 0 1155176 0 0 0 0 0 5059164 4957480 101684 101684 101684 2140997 1611048 858598 1282399 1282399 0 0 0 50850 19769 31081 31081 MISCELLANEOUS 711190 303864 303864 303864 26399188 9362097 0 2539259 0 0 0 0 1816225 873256 523804 419165 0 8902466 6613556 1620866 668044 669775 626014 38453 5308 634744 392365 189337 53042 783489 555816 148628 79045 0 26340 26340 70800 70800 0 31339 31339 101864 101864 1063259 317592 572338 173329 1996252 1673645 322607 518230 38769 386314 93147 248969 248969 117349 117349 256125 169042 87083 380606 327461 46121 7024 0 16002 2528 8918 4556 0 0 403823 266523 137300 152753 56226 96527 PRODUCTION & EXHIBITION 4573242 4573242 EDUCATIONAL PROGRAMS 836241 836241 OTHER 167196 54463 90175 22558 23767089 15820443 6067482 1879164 X 5137479 2042201 3199325 7619389 9409791 10530670 1251241 199904 0 0 0 0 0 0 0 0 838168 655265 10345614 3316394 6546503 7029220 0 0 28673049 32208486 0 0 0 0 174200 201448 55229756 60486583 2081683 1800261 0 0 2672439 2466395 0 0 0 0 0 0 0 0 0 0 0 0 4754122 4266656 X 12662950 11784373 37812684 44435554 50475634 56219927 55229756 60486583 X 2632099 3084946 27248 X X false true X true false X 10292666 15627732 21971736 12848468 14497832 75238434 0 0 10292666 15627732 21971736 12848468 14497832 75238434 15157221 60081213 445687 462199 548084 739982 1155176 3351128 0 125862 227262 187034 240054 303864 1084076 79673638 36948931 0.75409 0.75950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 33855823 3100148 3875332 2942037 37889266 31465924 435436 3295492 1341029 33855823 28382878 8025758 -3656982 1285730 31465924 22881490 780521 5980150 1259283 28382878 25961554 1283150 -60191 27184513 0.00000 1.00000 0.00000 false false 6160000 552821 5607179 344522 251859 92663 3833198 2511714 1321484 7894 7894 7029220 ENDOWMENT 32208486 F 32208486 0 0 X 29252256 3084946 3084946 26167310 101864 130014 231878 26399188 23507963 23507963 101864 157262 259126 23767089 SCHEDULE D, PART V, LINE 4 THE ORGANIZATION HOLDS A DIVERSIFIED ENDOWMENT FUND WHICH IS PROFESSIONALLY MANAGED BY AN INDEPENDENT ADVISOR. SCHEDULE D, 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. SCHEDULE D, PART XI, LINE 4B ENDOWMENT CAMPAIGN EXPENSES - $ 157,262 CHANGE IN VALUE OF BENEFICIAL INTEREST - $ (27,248) SCHEDULE D, PART XII, LINE 4B ENDOWMENT CAMPAIGN EXPENSES - $ 157,262 X X X X X X X true THEATER DIRECT INC 4213 w BURBANK BLVD BURBANK CA 91505 TELEFUNDING false 73803 27330 41420 73803 27330 41420 GALA 2606214 1148714 1457500 501471 OPENING NIGHT 556050 107650 448400 205779 1 589781 354684 235097 151348 3752045 1611048 2140997 858598 858598 1282399 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 $27,330 WAS THE AGREED UPON AMOUNT FOR TELEFUNDING ACTIVITIES. X false true X X X false false false false false false false false false MR CARL ST CLAIR MUSIC DIRECTOR 473362 0 0 0 14000 0 0 0 8366 0 495728 0 0 0 MR JOHN E FORSYTE PRESIDENT 346404 0 30000 0 7800 0 23000 0 5756 0 412960 0 0 0 MR DENNIS KIM CONCERT MASTER 211674 0 0 0 0 0 0 0 10732 0 222406 0 0 0 MR SEAN SUTTON EVP & COO 183805 0 12500 0 0 0 5854 0 7349 0 209508 0 0 0 NIKKI CRABTREE-PALLEY SR DIRECTOR OF MAJOR GIFTS 177452 0 0 0 0 0 5308 0 434 0 183194 0 0 0 EILEEN JEANETTE VP OF ARTISTIC PLANNING & PROD 155155 0 10000 0 0 0 4464 0 6597 0 176216 0 0 0 MR GREGORY COX VP OF DEV & EXT REL(THRU 08/23 184631 0 10000 0 0 0 2370 0 6869 0 203870 0 0 0 KIMBERLY GREENHALL SR. EXEC OF CAMP (THRU 09/23) 159788 0 0 0 0 0 1957 0 7529 0 169274 0 0 0 PART I, LINE 1A MR. CARL ST. CLAIR RECEIVES A HOUSING ALLOWANCE THAT IS INCLUDED IN HIS REPORTABLE COMPENSATION. STEPHANIE SMITH NIECE OF SUSAN ANDERSON 58888 EMPLOYEE-SPECIAL PROJ. MANAGER false PART IV, LINE 1, COLUMN B (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION - NIECE OF SUSAN ANDERSON, BOD VICE CHAIR, DEVELOPMENT. X 13 2182100 FMV X GALA 9 295300 FMV false false true SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B). SCHEDULE M, PART I, LINE 32(B) 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 IX, STATEMENT OF FUNCTIONAL EXPENSES MANAGEMENT AND GENERAL EXPENSES INCLUDE ALL MARKETING COSTS. THERE ARE NO MARKETING EXPENSES REFLECTED IN PROGRAM SERVICES. FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS CHANGE IN VALUE OF BENEFICIAL INTEREST - $27,248