LOS ANGELES PHILHARMONIC ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LOS ANGELES PHILHARMONIC ASSOCIATION (EIN 95-1696734)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-09
- IRS object ID
- 202232219349301513
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-09T12:02:25-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE ST 13TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951696734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ANGELES PHILHARMONIC ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOSA | BusinessNameControlTxt |
| Phone | 2139727300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SOUTH GRAND AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN STURGES | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2139727300 | PhoneNum |
| Signature | 2022-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | STURGES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHAD SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SOUTH GRAND AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $263,829,103 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAPHIL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | LA PHILHARMONIC ASSOCIATION'S MISSION IS TO PERFORM, PRESENT, AND PROMOTE MUSIC IN ITS MANY VARIED FORMS AT THE HIGEST LEVEL OF EXCELLENCE TO A LARGE & DIVERSE AUDIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 54 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 54 | VotingMembersIndependentCnt |
| Total Employee | 1157 | TotalEmployeeCnt |
| Total Volunteers | 830 | TotalVolunteersCnt |
| Total Gross UBI | -$74,385 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $48,203,456 | PYContributionsGrantsAmt |
| CY Contributions Grants | $66,963,095 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,116,255 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,703,911 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,947,611 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,428,991 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,335,691 | PYOtherRevenueAmt |
| CY Other Revenue | -$122,101 | CYOtherRevenueAmt |
| PY Total Revenue | $89,931,631 | PYTotalRevenueAmt |
| CY Total Revenue | $148,973,896 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $400,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,989,513 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,633,553 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,858,900 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $685,892 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $542,778 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,164,687 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $47,972,807 | PYOtherExpensesAmt |
| CY Other Expenses | $43,898,594 | CYOtherExpensesAmt |
| PY Total Expenses | $110,692,252 | PYTotalExpensesAmt |
| CY Total Expenses | $105,289,785 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$20,760,621 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $43,684,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $484,797,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $566,505,035 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $64,294,537 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,895,639 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $420,503,422 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $488,609,396 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNDER THE LEADERSHIP OF MUSIC & ARTISTIC DIRECTOR GUSTAVO DUDAMEL, THE LA PHIL OFFERS LIVE PERFORMANCES, MEDIA INITIATIVES, AND LEARNING PROGRAMS THAT INSPIRE AND STRENGTHEN COMMUNITIES IN LOS ANGELES AND BEYOND. THE LOS ANGELES PHILHARMONIC ORCHESTRA (SEE SCH O)IS THE FOUNDATION OF THE LA PHIL'S OFFERINGS, WHICH ALSO INCLUDE A MULTI-GENRE, MULTIDISCIPLINARY PRESENTING PROGRAM AND SUCH YOUTH DEVELOPMENT PROGRAMS AS YOLA (YOUTH ORCHESTRA LOS ANGELES). PERFORMANCES ARE OFFERED ON THREE HISTORIC STAGES--WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD--AS WELL AS THROUGH A VARIETY OF MEDIA PLATFORMS. IN ALL ITS ENDEAVORS, THE LA PHIL SEEKS TO ENRICH THE LIVES OF INDIVIDUALS AND COMMUNITIES THROUGH MUSICAL, ARTISTIC, AND LEARNING EXPERIENCES THAT RESONATE IN OUR WORLD TODAY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $57,949,497 | ExpenseAmt |
| Revenue | $30,080,691 | RevenueAmt |
| Desc | PERFORMANCES BY THE LOS ANGELES PHILHARMONIC ORCHESTRA AND ARTISTS REPRESENTING A WIDE VARIETY OF GENRES AT WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD. THIS ITEM ALSO INCLUDES DOMESTIC AND INTERNATIONAL TOURS BY THE ORCHESTRA. THE FORD SUPPORTS CREATIVE ASPIRATIONS, ESPECIALLY DIVERSE PERFORMANCES THAT REPRESENT LOCAL SURROUNDING COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,616,991 | ExpenseAmt |
| Grant | $1,989,513 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE AFTER-SCHOOL MUSIC EDUCATION PROGRAM YOUTH ORCHESTRA LOS ANGELES (YOLA). YOLA CURRENTLY SERVES MORE THAN 1,300 YOUNG MUSICIANS ACROSS FOUR SITES, PROVIDING THEM WITH FREE INSTRUMENTS, INTENSIVE MUSIC INSTRUCTION, ACADEMIC SUPPORT, LEADERSHIP TRAINING, AND PERFORMANCE OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,290,486 | ExpenseAmt |
| Revenue | $17,720,543 | RevenueAmt |
| Desc | OTHER PERFORMANCES, INCLUDING LEASE EVENTS HOSTED BY THIRD-PARTY PROMOTERS, AND PERFORMANCE-RELATED ACTIVITIES, INCLUDING CONCESSIONS, PARKING, RECORDING, AND ROYALTIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $80,856,974 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1157 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 54 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 54 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN STURGES | PersonNm |
| Phone | 2139727300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 S GRAND AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (80 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS BECKMEN | ||||||||||
| BOARD CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID C BOHNETT | ||||||||||
| CHAIR, CAMP. & VICE CHAIR,EXEC | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DONALD P DE BRIER | ||||||||||
| CHAIR, AUDIT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID MELINE | ||||||||||
| CHAIR, CAMP. & VICE CHAIR,EXEC | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN KAGAN | ||||||||||
| CHAIR, HOLLYWOOD BOWL | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RONALD D SUGAR | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERROLD L EBERHARDT | ||||||||||
| VICE CHAR EXEC & CHAIR ADVAN. | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JANE B EISNER | ||||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DIANE B PAUL | ||||||||||
| VICE-CHAIR, EXEC | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAY RASULO | ||||||||||
| VICE CHAIR, EXEC | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GREGORY A ADAMS | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE ANDREWS | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALLIS ANNENBERG | ||||||||||
| DIRECTOR (THRU 9/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN A BOOTH | ||||||||||
| DIRECTOR (THRU 12/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| REVETA F BOWERS | ||||||||||
| CHAIR, PENSION & VICE CHAIR, EXEC | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA P BRITTAN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER BRODER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAWANNA BROWN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREA CHAO-KHARMA | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| R MARTIN CHAVEZ | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTIAN CHIVAROLI | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARI L DANIHEL | ||||||||||
| DIRECTOR (THRU 8/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE D EDGERTON | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA FIELD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID GINDLER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER MILLER GOFF | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LENORE S GREENBERG | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL COLBURN GRIGOR | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MEGAN HERNANDEZ | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TEENA HOSTOVICH | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARIOUSH KHALEDI | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE PEEBLES | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCOIS MOBASSER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET MORGAN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEITH O'LEARY | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| R JOSEPH PLASCENCIA | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDY PRESSMAN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN RONUS | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA ROSENWALD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY S SANDERS | ||||||||||
| CHAIR, LEARNING AND COMMUNITY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GABRIELLE STARR | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAY STEIN | ||||||||||
| CHAIR, PHILANTHROPY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTIAN STRACKE | ||||||||||
| CHAIR, MARKETING | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON SUBOTKY | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK SUZAR | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUE TSAO | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JON VEIN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MEGAN WATANABE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALYCE DE ROULET WILLIAMSON | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| IRWIN WINKLER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBRA WONG YANG | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA DAMEREL | ||||||||||
| DIRECTOR (THRU 7/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID A FORD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTONIA HERNANDEZ | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALFRED FRAIJO JR | ||||||||||
| DIRECTOR (AS OF 3/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD RAFFETTO | ||||||||||
| DIRECTOR (AS OF 3/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTI FARLEY | ||||||||||
| DIRECTOR (AS OF 7/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHAD SMITH | ||||||||||
| CEO | 40.00 | 1.00 | Yes (X) | $768,397 | $0 | $76,833 | ||||
| GAIL SAMUEL THRU 421 | ||||||||||
| PRESIDENT OF HOLLYWOOD BOWL; COO | 40.00 | 0.00 | Yes (X) | $708,851 | $0 | $54,964 | ||||
| MONA PATEL | ||||||||||
| VP, HR AND GEN.COUNSEL & SECR | 40.00 | 1.00 | Yes (X) | $499,483 | $0 | $26,333 | ||||
| DANIEL SONG | ||||||||||
| COO | 40.00 | 0.00 | Yes (X) | $421,536 | $0 | $46,702 | ||||
| LAURA CONNELLY | ||||||||||
| GM HOLLYWOOD BOWL, VP PRODUCTION | 40.00 | 0.00 | Yes (X) | $418,321 | $0 | $36,326 | ||||
| MEGHAN MARTINEAU | ||||||||||
| VP ARTISTIC PLANNING | 40.00 | 0.00 | Yes (X) | $258,432 | $0 | $35,588 | ||||
| ELSJE KIBLE-VERMASS | ||||||||||
| VP LEARNING | 40.00 | 0.00 | Yes (X) | $175,864 | $0 | $34,183 | ||||
| NORA BRADY | ||||||||||
| VP OF MARKETING | 40.00 | 0.00 | Yes (X) | $177,123 | $0 | $39,186 | ||||
| KAREN STURGES | ||||||||||
| CFO (AS OF 8/20) | 40.00 | 1.00 | Yes (X) | $120,754 | $0 | $13,101 | ||||
| MARGIE KIM BERMEO | ||||||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | 0.00 | Yes (X) | $272,180 | $0 | $12,187 | ||||
| RENAE WILLIAMS NILES | ||||||||||
| CHIEF CONTENT OFFICER (AS OF 4/21) | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUMMER BJORK | ||||||||||
| CHIEF OF STAFF (AS OF 4/21) | 40.00 | 0.00 | Yes (X) | $172,526 | $0 | $29,110 | ||||
| GUSTAVO DUDAMEL | ||||||||||
| MUSIC & ARTISTIC DIRECTOR | 40.00 | 0.00 | $775,000 | $0 | $38,725 | Yes (X) | ||||
| MARTIN CHALIFOUR | ||||||||||
| PRINCIPAL CONCERTMASTER | 40.00 | 0.00 | $268,995 | $0 | $41,607 | Yes (X) | ||||
| SUSAN REARDON | ||||||||||
| DIRECTOR, GIFT PLANNING | 40.00 | 0.00 | $239,740 | $0 | $22,547 | Yes (X) | ||||
| ANDREW BAIN | ||||||||||
| PRINCIPAL MUSICIAN | 40.00 | 0.00 | $207,366 | $0 | $51,817 | Yes (X) | ||||
| JOHANNA REES | ||||||||||
| SENIOR DIRECTOR, PRESENTATIONS | 40.00 | 0.00 | $228,824 | $0 | $23,693 | Yes (X) | ||||
| ROBERT DEMAINE | ||||||||||
| STAFF MUSICIAN | 40.00 | 0.00 | $214,762 | $0 | $51,817 | Yes (X) | ||||
| KATHLEEN KANE | ||||||||||
| FORMER CHIEF ADVANCEMENT OFFICER | 0.00 | 0.00 | $275,613 | $0 | $1,800 | Yes (X) | ||||
| SIMON WOODS | ||||||||||
| FORMER CEO | 0.00 | 0.00 | $919,481 | $0 | $0 | Yes (X) | ||||
| ALISON SOWDEN | ||||||||||
| FORMER VP & CFO | 0.00 | 0.00 | $344,421 | $0 | $11,793 | Yes (X) | ||||
| GENEVIEVE DUNAWAY | ||||||||||
| INTERIM CFO (THRU 8/20) | 40.00 | 1.00 | $191,614 | $0 | $13,260 | Yes (X) | ||||
| PHIL KOESTER | ||||||||||
| VP OF MARKETING (THRU2/20) | 40.00 | 0.00 | $108,140 | $0 | $4,488 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,767,423 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $666,060 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 153 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EGMONT MUSIC ENTERPRISES INC | |||||
| 10960 WILSHIRE BLVD 5TH FLOOR | LOS ANGELES | CA | 90024 | TALENT | $2,376,463 |
| CONTEMPORARY SERVICES CORPORATION | |||||
| PO BOX 748615 | LOS ANGELES | CA | 900748615 | SECURITY | $1,614,382 |
| SEI INVESTMENTS | |||||
| PO BOX 945794 | ATLANTA | GA | 30394 | FINANCIAL SERVICES | $961,572 |
| TRANSIT SYSTEMS UNLIMITED INC | |||||
| 8976 LAUREL CANYON BLVD | SUN VALLEY | CA | 91352 | BUSES & SHUTTLES | $893,871 |
| VOLT LITES INC | |||||
| 4140 WEST VANOWEN PLACE | BURBANK | CA | 91505 | EQUIPMENT RENTAL | $841,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 75 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,195,781 | FundraisingAmt |
| Government Grants | $621,575 | GovernmentGrantsAmt |
| All Other Contributions | $64,145,739 | AllOtherContributionsAmt |
| Noncash Contributions | $4,168,235 | NoncashContributionsAmt |
| Total Contributions | $66,963,095 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONCERTS | 711310 | $30,088,763 | $30,088,763 | |
| CONCERTS BY OTHERS | 711310 | $11,712,498 | $11,712,498 | |
| CONCESSION/PARKING | 812930 | $2,930,920 | $2,930,920 | |
| BOX OFFICE SERVICE FEE | 561599 | $2,249,811 | $2,249,811 | |
| VENUE RENTAL | 531310 | $651,401 | $651,401 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,518 | TotalRevenueColumnAmt |
| Exclusion | $70,518 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,703,911 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,707,818 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$64,199 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,772,017 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $143,937,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $114,215,827 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,721,173 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,721,173 | TotalRevenueColumnAmt |
| Exclusion | $29,721,173 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,195,781 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $171,388 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$171,388 | TotalRevenueColumnAmt |
| Exclusion | -$171,388 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $419,956 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $467,992 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$48,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$37,850 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$10,186 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITHHOLDING TAX | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $97,323 | TotalRevenueColumnAmt |
| Exclusion | $97,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $97,323 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148,973,896 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,763,411 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$74,385 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,321,775 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,989,513 | TotalAmt |
| Program Services | $1,989,513 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,521,315 | TotalAmt |
| Program Services | $4,232,069 | ProgramServicesAmt |
| Management And General | $905,128 | ManagementAndGeneralAmt |
| Fundraising | $384,118 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,734 | TotalAmt |
| Management And General | $41,734 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,038,960 | TotalAmt |
| Program Services | $28,335,946 | ProgramServicesAmt |
| Management And General | $6,067,396 | ManagementAndGeneralAmt |
| Fundraising | $2,635,618 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,421,015 | TotalAmt |
| Program Services | $2,701,494 | ProgramServicesAmt |
| Management And General | $533,794 | ManagementAndGeneralAmt |
| Fundraising | $185,727 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,131,349 | TotalAmt |
| Program Services | $8,001,802 | ProgramServicesAmt |
| Management And General | $1,579,424 | ManagementAndGeneralAmt |
| Fundraising | $550,123 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,704,527 | TotalAmt |
| Program Services | $2,135,700 | ProgramServicesAmt |
| Management And General | $421,998 | ManagementAndGeneralAmt |
| Fundraising | $146,829 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,207 | TotalAmt |
| Program Services | $56,242 | ProgramServicesAmt |
| Management And General | $388,214 | ManagementAndGeneralAmt |
| Fundraising | $2,751 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,574 | TotalAmt |
| Management And General | $102,574 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,778 | TotalAmt |
| Fundraising | $542,778 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,360,881 | TotalAmt |
| Management And General | $1,360,881 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,885,992 | TotalAmt |
| Program Services | $14,789,477 | ProgramServicesAmt |
| Management And General | $2,874,037 | ManagementAndGeneralAmt |
| Fundraising | $222,478 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,647,682 | TotalAmt |
| Program Services | $3,479,709 | ProgramServicesAmt |
| Management And General | $90,357 | ManagementAndGeneralAmt |
| Fundraising | $77,616 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,243,650 | TotalAmt |
| Program Services | $2,159,468 | ProgramServicesAmt |
| Management And General | $934,924 | ManagementAndGeneralAmt |
| Fundraising | $149,258 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,228 | TotalAmt |
| Program Services | $7,981 | ProgramServicesAmt |
| Management And General | $173,407 | ManagementAndGeneralAmt |
| Fundraising | $1,840 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,221 | TotalAmt |
| Program Services | $367,808 | ProgramServicesAmt |
| Management And General | $9,413 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,923,264 | TotalAmt |
| Program Services | $3,269,036 | ProgramServicesAmt |
| Management And General | $654,228 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,542 | TotalAmt |
| Program Services | $416,786 | ProgramServicesAmt |
| Management And General | $17,080 | ManagementAndGeneralAmt |
| Fundraising | $6,676 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,317 | TotalAmt |
| Program Services | $8,789 | ProgramServicesAmt |
| Fundraising | $2,528 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,419 | TotalAmt |
| Program Services | $10,892 | ProgramServicesAmt |
| Management And General | $192,527 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,133,856 | TotalAmt |
| Program Services | $4,121,863 | ProgramServicesAmt |
| Management And General | $1,011,993 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680,256 | TotalAmt |
| Program Services | $1,430,597 | ProgramServicesAmt |
| Management And General | $249,659 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $1,288,390 | $1,125,538 | $108,404 | $54,448 |
| CREDIT CARD COMMISSION | $921,406 | $787,155 | $0 | $134,251 |
| EQUIPMENT RENTAL | $817,863 | $744,284 | $73,579 | |
| LEASE EVENT EXPENSES | $408,086 | $408,086 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,821,760 | TotalAmt |
| Program Services | $276,739 | ProgramServicesAmt |
| Management And General | $1,477,373 | ManagementAndGeneralAmt |
| Fundraising | $67,648 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,289,785 | TotalAmt |
| Program Services | $80,856,974 | ProgramServicesAmt |
| Management And General | $19,268,124 | ManagementAndGeneralAmt |
| Fundraising | $5,164,687 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,709,303 | BOYAmt |
| EOY | $27,681,392 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,571,210 | BOYAmt |
| EOY | $1,571,749 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,186,052 | BOYAmt |
| EOY | $37,442,100 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,956,119 | BOYAmt |
| EOY | $15,999,839 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,550 | BOYAmt |
| EOY | $340,991 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,503,179 | BOYAmt |
| EOY | $14,034,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,491,823 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,200,487 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,298,264 | BOYAmt |
| EOY | $44,291,336 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,986,282 | BOYAmt |
| EOY | $304,699,608 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,202,000 | BOYAmt |
| EOY | $120,444,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,797,959 | BOYAmt |
| EOY | $566,505,035 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,295,913 | BOYAmt |
| EOY | $17,698,604 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,510,056 | BOYAmt |
| EOY | $29,736,820 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,981,900 | BOYAmt |
| EOY | $5,981,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,506,668 | BOYAmt |
| EOY | $14,478,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,294,537 | BOYAmt |
| EOY | $77,895,639 | 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 | $120,545,655 | BOYAmt |
| EOY | $135,925,585 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,957,767 | BOYAmt |
| EOY | $352,683,811 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,503,422 | BOYAmt |
| EOY | $488,609,396 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,797,959 | BOYAmt |
| EOY | $566,505,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $43,684,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,707,143 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $714,720 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,163,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,093,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,047,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,203,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,963,095 | CurrentTaxYearAmt |
| Total | $301,471,441 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,790,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,148,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,826,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,116,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,703,911 | CurrentTaxYearAmt |
| Total | $403,586,682 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164,954,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,242,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,874,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,319,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,667,006 | CurrentTaxYearAmt |
| Total | $705,058,123 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,887,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,036,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,257,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,800,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,501,925 | CurrentTaxYearAmt |
| Total | $94,484,213 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,614,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,791,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,537,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,596,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,520,464 | CurrentTaxYearAmt |
| Total | $47,061,356 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,502,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,828,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,795,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,397,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,022,389 | CurrentTaxYearAmt |
| Total | $141,545,569 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $563,512,554 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,435,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,112,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,605,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,687,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,707,818 | CurrentTaxYearAmt |
| Total | $26,549,461 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $414,071 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,568,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,254,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,744,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,687,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,707,818 | CurrentTaxYearAmt |
| Total | $26,963,532 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | -$171,388 | CurrentTaxYearAmt |
| Total | -$171,388 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $167,523,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,497,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $182,618,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,007,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,203,436 | CurrentTaxYearAmt |
| Total | $731,850,267 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80240 | PublicSupportPY509Pct |
| Investment Income CY | 0.03680 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03150 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING - 2020 AMOUNT: $ -171,388. | 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 | $306,385,043 | BeginningYearBalanceAmt |
| Contributions | $34,814,628 | ContributionsAmt |
| Investment Earnings Or Losses | $41,218,451 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,010,495 | OtherExpendituresAmt |
| End Year Balance | $368,407,627 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,616,396 | BeginningYearBalanceAmt |
| Contributions | $8,419,316 | ContributionsAmt |
| Investment Earnings Or Losses | $13,372,402 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,023,071 | OtherExpendituresAmt |
| End Year Balance | $306,385,043 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $280,528,057 | BeginningYearBalanceAmt |
| Contributions | $19,566,972 | ContributionsAmt |
| Investment Earnings Or Losses | $10,347,566 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,826,198 | OtherExpendituresAmt |
| End Year Balance | $297,616,396 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $265,776,321 | BeginningYearBalanceAmt |
| Contributions | $11,165,501 | ContributionsAmt |
| Investment Earnings Or Losses | $14,560,835 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,974,600 | OtherExpendituresAmt |
| End Year Balance | $280,528,057 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $231,856,477 | BeginningYearBalanceAmt |
| Contributions | $14,426,393 | ContributionsAmt |
| Investment Earnings Or Losses | $28,005,017 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,511,566 | OtherExpendituresAmt |
| End Year Balance | $265,776,321 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,402,468 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,622,894 | DepreciationAmt |
| Book Value | $37,779,574 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,313,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,840,287 | DepreciationAmt |
| Book Value | $2,472,797 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,776,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,737,306 | DepreciationAmt |
| Book Value | $4,038,965 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,291,336 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INTEREST & OTHER | Desc |
| Book Value | $120,444,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $120,444,000 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION AND POST-RETIREMENT MEDICAL BENEFITS | $13,604,867 |
| DEFERRED COMPENSATION PLAN AND LIABILITY & OTHER | $873,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,478,315 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS SUPPORT EDUCATION AND MUSIC PROGRAMS, AND THE MISSION OF THE ASSOCIATION. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE THE ASSOCIATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ASSOCIATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S POLICY IS TO RECOGNIZE POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE, IF ANY. DURING THE YEAR ENDED SEPTEMBER 30, 2021, THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS, OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A TELESERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 W CENTURY BOULEVARD 300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $1,055,249 | GrossReceiptsAmt |
| Retained By Contractor | $542,778 | RetainedByContractorAmt |
| Net To Organization | $512,471 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,055,249 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $542,778 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $512,471 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINTER GALA | Event1Nm |
| Gross Receipts Event1 | $606,968 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $606,968 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $2,025 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $52,978 | OtherDirectExpensesEvent1Amt |
| Event2 | ONLINE FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $1,588,813 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,588,813 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $116,385 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $2,195,781 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,195,781 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $2,025 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $169,363 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $171,388 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$171,388 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INGLEWOOD COMMUNITY PROGRAMS | |||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | 842630102 | 501(C)(3) | $1,489,513 | CONSTRUCTION |
| OREGON BRAVO YOUTH ORCHESTRAS | |||||||
| 8191 N LOMBARD ST 114 | PORTLAND | OR | 97203 | 462649265 | 501(C)(3) | $50,000 | MUSIC EDUCATION |
| PRICE HILL WILL | |||||||
| 3301 PRICE AVE | CINCINNATI | OH | 45205 | 201452663 | 501(C)(3) | $50,000 | MUSIC EDUCATION |
| SAN DIEGO YOUTH SYMPHONY AND CONSERVATORY | |||||||
| 1650 EL PRADO 207A | SAN DIEGO | CA | 92101 | 237380943 | 501(C)(3) | $40,000 | MUSIC EDUCATION |
| YAKIMA MUSIC EN ACCION (YAMA) | |||||||
| 15 N NACHES AVE 10 | YAKIMA | WA | 989012712 | 300893939 | 501(C)(3) | $40,000 | MUSIC EDUCATION |
| HARMONY PROJECT PHOENIX | |||||||
| 6916 E 2ND ST | SCOTTSDALE | AZ | 85004 | 853131216 | 501(C)(3) | $35,000 | MUSIC EDUCATION |
| ELEANOR B RAINEY MEMORIAL INSTITUTE | |||||||
| 1705 E 55TH STREET | CLEVELAND | OH | 44103 | 346555952 | 501(C)(3) | $35,000 | MUSIC EDUCATION |
| HERBIE HANCOCK INSTITUTE OF JAZZ | |||||||
| 5225 WISCONSIN AVE NW | WASHINGTON | DC | 20015 | 521544030 | 501(C)(3) | $30,000 | MUSIC EDUCATION |
| COMMUSICATION | |||||||
| 868 SHERBURNE AVE | SAINT PAUL | MN | 55104 | 464299159 | 501(C)(3) | $30,000 | MUSIC EDUCATION |
| EAST LAKE EXPRESSION ENGINE | |||||||
| 2903 E 37TH STREET | CHATTANOOGA | TX | 37407 | 810876825 | 501(C)(3) | $25,000 | MUSIC EDUCATION |
| HARMONY SCHOOL OF MUSIC INC | |||||||
| 326 EASTLAND DR SE | CEDAR RAPIDS | IA | 52403 | 815157369 | 501(C)(3) | $25,000 | MUSIC EDUCATION |
| JUNEAU ALASKA MUSIC MATTERS | |||||||
| PO BOX 34205 | JUNEAU | AR | 99803 | 462843219 | 501(C)(3) | $25,000 | MUSIC EDUCATION |
| PICO YOUTH & FAMILY CENTER | |||||||
| 715 PICO BLVD | SANTA MONICA | CA | 90405 | 481269398 | 501(C)(3) | $25,000 | MUSIC EDUCATION |
| SOUNDS ACADEMY | |||||||
| 1202 N 3RD ST | PHOENIX | AZ | 85016 | 463932746 | 501(C)(3) | $25,000 | MUSIC EDUCATION |
| NEW WEST SYMPHONY ASSOCIATION | |||||||
| 2100 THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 913622914 | 770406042 | 501(C)(3) | $15,000 | MUSIC EDUCATION |
| RIFFRAFF ARTS COLLECTIVE INC | |||||||
| 869 MERCER STREET | PRINCETON | WV | 24740 | 834471579 | 501(C)(3) | $15,000 | MUSIC EDUCATION |
| WINSTON-SALEM SYMPHONY ASSOCIATION INC | |||||||
| 201 N BROAD STREET | WINSTONSALEM | NC | 27101 | 560692826 | 501(C)(3) | $15,000 | MUSIC EDUCATION |
| FULCRUM ARTS | |||||||
| 145 NORTH RAYMOND AVE | PASADENA | CA | 91103 | 952540759 | 501(C)(3) | $10,000 | MUSIC EDUCATION |
| YOUNG MUSICIANS OF ALAMANCE | |||||||
| 513 W FRONT ST | BURLINGTON | NC | 27215 | 811286442 | 501(C)(3) | $10,000 | MUSIC EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION MADE A CONTRIBUTION TO INGLEWOOD COMMUNITY PROGRAMS ("ICP") (AND WILL MAKE ADDITIONAL CONTRIBUTIONS IN FY2022) TO FUND THE CONSTRUCTION OF THE BUILDING IN INGLEWOOD. THE ASSOCIATION CONTROLS ICP BY GUARANTEEING ITS DEBT AND APPOINTING 3/5 OF THE BOARD MEMBERS. ADDITIONALY, THE ASSOCIATION MANAGEMENT OVERSEES THE CONSTRUCTION. THE ORGANIZATION REQUIRES GRANTEES TO SUBMIT REPORTS TO MONITOR AND TRACK THE ACTIVITIES AT EACH PARTNER SITE AND GATHER BASIC DATA SUCH AS STUDENT ENROLLMENT, TEACHER RECRUITMENT, AND STAFF DEVELOPMENT PRACTICES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SIMON WOODS | ||||||||||||||
| FORMER CEO | $0 | $0 | $100,000 | $0 | $819,481 | $0 | $0 | $0 | $0 | $0 | $919,481 | $0 | $0 | $0 |
| CHAD SMITH | ||||||||||||||
| CEO | $538,605 | $0 | $0 | $0 | $229,792 | $0 | $61,746 | $0 | $15,087 | $0 | $845,230 | $0 | $200,000 | $0 |
| GUSTAVO DUDAMEL | ||||||||||||||
| MUSIC & ARTISTIC DIRECTOR | $775,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $38,725 | $0 | $813,725 | $0 | $0 | $0 |
| GAIL SAMUEL THRU 421 | ||||||||||||||
| PRESIDENT OF HOLLYWOOD BOWL; COO | $478,180 | $0 | $0 | $0 | $230,671 | $0 | $16,239 | $0 | $38,725 | $0 | $763,815 | $0 | $200,000 | $0 |
| MONA PATEL | ||||||||||||||
| VP, HR AND GEN.COUNSEL & SECR | $286,754 | $0 | $0 | $0 | $212,729 | $0 | $11,730 | $0 | $14,603 | $0 | $525,816 | $0 | $200,000 | $0 |
| DANIEL SONG | ||||||||||||||
| COO | $196,602 | $0 | $0 | $0 | $224,934 | $0 | $7,977 | $0 | $38,725 | $0 | $468,238 | $0 | $200,000 | $0 |
| LAURA CONNELLY | ||||||||||||||
| GM HOLLYWOOD BOWL, VP PRODUCTION | $205,592 | $0 | $0 | $0 | $212,729 | $0 | $7,810 | $0 | $28,516 | $0 | $454,647 | $0 | $200,000 | $0 |
| ALISON SOWDEN | ||||||||||||||
| FORMER VP & CFO | $165,771 | $0 | $0 | $0 | $178,650 | $0 | $5,754 | $0 | $6,039 | $0 | $356,214 | $0 | $150,000 | $0 |
| MARTIN CHALIFOUR | ||||||||||||||
| PRINCIPAL CONCERTMASTER | $253,580 | $0 | $0 | $0 | $15,415 | $0 | $14,000 | $0 | $27,607 | $0 | $310,602 | $0 | $0 | $0 |
| MEGHAN MARTINEAU | ||||||||||||||
| VP ARTISTIC PLANNING | $214,144 | $0 | $0 | $0 | $44,288 | $0 | $8,399 | $0 | $27,189 | $0 | $294,020 | $0 | $40,000 | $0 |
| MARGIE KIM BERMEO | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $272,180 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,187 | $0 | $284,367 | $0 | $0 | $0 |
| KATHLEEN KANE | ||||||||||||||
| FORMER CHIEF ADVANCEMENT OFFICER | $13,850 | $0 | $0 | $0 | $261,763 | $0 | $1,800 | $0 | $0 | $0 | $277,413 | $0 | $200,000 | $0 |
| ROBERT DEMAINE | ||||||||||||||
| STAFF MUSICIAN | $199,347 | $0 | $0 | $0 | $15,415 | $0 | $14,000 | $0 | $37,817 | $0 | $266,579 | $0 | $0 | $0 |
| SUSAN REARDON | ||||||||||||||
| DIRECTOR, GIFT PLANNING | $196,367 | $0 | $0 | $0 | $43,373 | $0 | $7,944 | $0 | $14,603 | $0 | $262,287 | $0 | $40,000 | $0 |
| ANDREW BAIN | ||||||||||||||
| PRINCIPAL MUSICIAN | $191,951 | $0 | $0 | $0 | $15,415 | $0 | $14,000 | $0 | $37,817 | $0 | $259,183 | $0 | $0 | $0 |
| JOHANNA REES | ||||||||||||||
| SENIOR DIRECTOR, PRESENTATIONS | $181,414 | $0 | $0 | $0 | $47,410 | $0 | $0 | $0 | $23,693 | $0 | $252,517 | $0 | $40,000 | $0 |
| NORA BRADY | ||||||||||||||
| VP OF MARKETING | $177,123 | $0 | $0 | $0 | $0 | $0 | $461 | $0 | $38,725 | $0 | $216,309 | $0 | $0 | $0 |
| ELSJE KIBLE-VERMASS | ||||||||||||||
| VP LEARNING | $172,893 | $0 | $0 | $0 | $2,971 | $0 | $6,994 | $0 | $27,189 | $0 | $210,047 | $0 | $0 | $0 |
| GENEVIEVE DUNAWAY | ||||||||||||||
| INTERIM CFO (THRU 8/20) | $145,108 | $0 | $3,500 | $0 | $43,006 | $0 | $4,293 | $0 | $8,967 | $0 | $204,874 | $0 | $30,000 | $0 |
| SUMMER BJORK | ||||||||||||||
| CHIEF OF STAFF (AS OF 4/21) | $123,537 | $0 | $0 | $0 | $48,989 | $0 | $5,417 | $0 | $23,693 | $0 | $201,636 | $0 | $40,000 | $0 |
| PHIL KOESTER | ||||||||||||||
| VP OF MARKETING (THRU2/20) | $86,892 | $0 | $0 | $0 | $21,248 | $0 | $1,285 | $0 | $3,203 | $0 | $112,628 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | QUESTIONS REGARDING COMPENSATION FIRST CLASS OR CHARTER TRAVEL: FIRST CLASS TRAVEL IS PROVIDED TO ONE OFFICER AND ONE KEY EMPLOYEE WHEN THE TIMING OF THE TRIP REQUIRES THEY GO DIRECTLY TO WORK UPON ARRIVAL. THIS IS EXTENDED TO OTHER MEMBERS OF THE EXECUTIVE TEAM WHEN APPROPRIATE. THIS BENEFIT IS CONSIDERED A BUSINESS EXPENSE AND NOT INCLUDED IN TAXABLE COMPENSATION. UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT, MEMBERS OF LOCAL 47, AMERICAN FEDERATION OF MUSICIANS (THE "MUSICIANS UNION"), RECEIVE A WEEKLY HOUSING ALLOWANCE, WHICH IS INCLUDED AS TAXABLE COMPENSATION REPORTED ON FORM W-2. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: ONE FORMER OFFICER RECEIVE A PARTIAL REIMBURSEMENT OF THEIR SOCIAL CLUB DUES AS IT WAS EXPECTED THAT THEY MEET WITH THE DONORS, THIS BENEFIT IS CONSIDERED A BUSINESS EXPENSE AND NOT INCLUDED IN TAXABLE COMPENSATION. |
| PART I, LINES 4A-B | SEVERANCE PAYMENT A LISTED INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2020. HOWEVER, PER A CONFIDENTIALITY AGREEMENT SIGNED BY THE ORGANIZATION, THE SEVERANCE PACKAGE PAID TO EMPLOYEES ARE NOT OPEN FOR PUBLIC INSPECTION. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THE ASSOCIATION PROVIDED CERTAIN EMPLOYEES 457(F) PLANS TO SUPPLEMENT THEIR RETIREMENT BENEFITS. THE PLANS WERE FULLY VESTED AND DISTRIBUTED IN 2020. ONE OFFICER PARTICIPATES IN A 457(F) PLAN. THE ASSOCIATION CONTRIBUTED $100,000 TO THE PLAN IN 2020. THE PLAN WILL BE FULLY VESTED IN 2022. |
| PART I, LINE 7 | NON-FIXED PAYMENTS CERTAIN LISTED INDIVIDUALS RECEIVE BONUSES AT THE DISCRETION OF THE BOARD OF DIRECTORS. THESE BONUSES ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 47 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,168,235 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). |
| PART I, LINE 32B: | A THIRD-PARTY BROKERAGE COMPANY SELLS DONATED STOCKS ONCE THEY ARE RECEIVED BY THE ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE FORMULATES, SUPERVISES, AND IMPLEMENTS THE POLICIES OF THE CORPORATION UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. MEMBERS ARE APPOINTED TO THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE CHAIRMAN OF THE BOARD, VICE CHAIRS, AND THE CHAIRS OF THE MAJOR COMMITTEES. ADDITIONAL DIRECTORS MAY BE APPOINTED BY THE CHAIRMAN AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FORM 990, WITH THE EXCEPTION OF SCHEDULE B, IS PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW PRIOR TO THE MEETING WITH THE TAX ACCOUNTANTS AND STAFF. DURING THIS MEETING, THE AUDIT COMMITTEE INQUIRES AND RECOMMENDS ANY CHANGES NEEDED, THEN APPROVES THE FORM 990 FOR FILING. THE FINAL DRAFT OF THE FORM IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO ELECTRONIC FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REVIEWS CONFLICTS OF INTEREST ANNUALLY FOR THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE ORGANIZATION WILL COORDINATE WITH LEGAL AND THE BOARD OF DIRECTORS TO RESOLVE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS REVIEWS AND APPROVES IN ADVANCE THE COMPENSATION PACKAGE FOR OFFICERS AND KEY EMPLOYEES BASED ON A COMPARATIVE ANALYSIS OF THE COMPENSATION OF SIMILARLY SITUATED OFFICERS AND EMPLOYEES AT SIMILAR ORGANIZATIONS PREPARED INTERNALLY WITH THE PERIODIC ASSISTANCE OF A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT. FOR THE CEO'S EMPLOYMENT CONTRACT, THE COMPENSATION COMMITTEE ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE A DETAILED COMPARATIVE ANALYSIS OF OTHER CEO COMPENSATION AT SIMILAR ORGANIZATIONS TO SUPPORT THE REASONABLENESS OF HIS TOTAL COMPENSATION PACKAGE. THE COMPENSATION TERMS AND THE RESULTS OF BOTH THE INTERNAL AND INDEPENDENT COMPENSATION ANALYSES WERE THEN REVIEWED AND DISCUSSED IN DETAIL WITH THE INPUT OF THE COMPENSATION CONSULTANT AND APPROVED IN ADVANCE BY AN AUTHORIZED BODY OF COMPENSATION CONSULTANT AND APPROVED IN ADVANCE BY AN AUTHORIZED BODY OF INDEPENDENT DIRECTORS. FINALLY, THE ENTIRE PROCESS WAS CONCURRENTLY DOCUMENTED DETAILING THE ANALYSIS AND BASIS FOR THE COMPENSATION DETERMINATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, INFORMATION RETURNS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART X, LINE 23: | PAYCHECK PROTECTION PROGRAM IN MARCH 2021, THE COMPANY RECEIVED A $10,000,000 LOAN UNDER THE PAYCHECK PROTECTION PROGRAM (THE "PPP LOAN"). THE PPP LOAN BEARS INTEREST AT 1.0% PER YEAR ON THE OUTSTANDING PRINCIPAL AMOUNT AND MATURES 5 YEARS FROM THE DATE OF THE NOTE, UNLESS THE NOTE IS FORGIVEN UNDER THE DIRECTION OF THE SMALL BUSINESS ASSOCIATION. THE $10,000,000 OUTSTANDING BALANCE AS OF SEPTEMBER 30, 2021 IS INCLUDED ON LINE 23 OF THE BALANCE SHEET. |
| FORM 990, PART XI, LINE 9: | PENSION PLAN ACTUARIAL CHANGES 714,717. ROUNDING 3. |
| FORM 990, PART XI, LINE 5: | DURING FY2021, THERE WERE CONSIDERABLE SALES OF INVESTMENTS THAT HAD APPRECIATED SIGNIFICANTLY COMPARED TO ORIGINAL COST. AS THE APPRECIATED MARKET VALUE WAS REALIZED, THE UNREALIZED GAIN POSITION WAS REDUCED, RESULTING IN THE RECOGNITION OF UNREALIZED GAINS OF $23,707,143 IN THE FY2021 AUDITED FINANCIAL STATEMENTS. IN ACCORDANCE WITH INSTRUCTIONS, THESE GAINS ARE NOT INCLUDED ON PART VIII OF THE FORM 990. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGLEWOOD COMMUNITY PROGRAMS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SOUTH GRAND AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842630102 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INGLEWOOD COMMUNITY PROGRAMS | ||
| B | $1,489,513 | FMV |
| INGLEWOOD COMMUNITY PROGRAMS | ||
| D | $22,425,000 | FMV |
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