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PROGRAMS/CONCERTS 711190 844213 844213 Other Program Revenue 711190 119138 119138 5405768 399588 399588 0 0 46099 46099 0 46099 46099 21159134 21477980 -318846 -318846 -318846 2613072 916170 931516 1681556 1681556 0 0 0 28876 14791 14085 14085 MISCELLANEOUS 711190 125862 125862 125862 17646778 5405768 1948344 0 0 0 0 1465286 898366 218779 348141 0 7764098 5561456 1371047 831595 592201 537715 35956 18530 567814 372351 154884 40579 928197 711330 137801 79066 0 46809 46809 53228 53228 0 39002 39002 63456 63456 487754 37552 252687 197515 1709432 1422265 287167 428900 33892 272532 122476 235918 232323 3595 76908 76908 518457 518457 57281 24871 21277 11133 0 12619 1239 7553 3827 0 0 183654 183654 87682 48284 39398 PRODUCTION & EXHIBITION 2849817 2849817 educational programs 600792 600792 Other 245276 126906 114913 3457 UBI TAX 2269 2269 19016850 11881479 5149288 1986083 1969134 4107454 388572 295907 8018474 7384031 357454 160778 0 0 0 0 0 0 0 0 693963 521157 2739750 1859534 745680 880216 0 0 22042157 20079276 0 0 0 0 946993 949114 35162427 34377933 1642615 1018603 0 0 3012438 3231043 0 0 0 0 0 0 0 0 0 2092500 0 0 4655053 6342146 X -2810065 -6532118 33317439 34567905 30507374 28035787 35162427 34377933 X -1370072 -1103636 2121 X X false true X true false X 8706821 8618313 14313041 7391693 11974222 51004090 0 0 8706821 8618313 14313041 7391693 11974222 51004090 9221339 41782751 358508 300623 386017 587389 445687 2078224 18210 18180 15588 12542 0 64520 108104 194424 193001 139554 125862 760945 53907779 46872614 0.77508 0.72690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 25961554 1283150 -60191 27184513 25964911 5755 -9112 25961554 22568204 3313858 82849 25964911 22210056 256713 101435 22568204 22098586 115659 -4189 22210056 0.05000 0.95000 0.00000 false false 312033 124929 187104 2427717 1734605 693112 880216 ENDOWMENT - CHARLES SCHWAB 19984143 F ENDOWMENT - PAAMCO 95133 F 20079276 0 0 X 16545263 -1103636 2121 -1101515 17646778 17646778 19016850 19016850 19016850 PART V, LINE 4: THE ORGANIZATION HOLDS A DIVERSIFIED ENDOWMENT FUND WHICH IS PROFESSIONALLY MANAGED BY AN INDEPENDENT ADVISOR. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARDS RELATED TO ACCOUNTING AND REPORTING FOR UNCERTAINITY IN INCOME TAXES. FOR THE SYMPHONY, THESE STANDARDS COULD BE APPLICABLE TO THE INCURRENCE OF ANY UNRELATED BUSINESS INCOME ATTRIBUTABLE TO THE SYMPHONY. BECAUSE OF THE GENERAL TAX-EXEMPT STATUS, THESE STANDARDS ARE NOT ANTICIPATED TO HAVE A MATERIAL IMPACT ON THE SYMPHONYS FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INSURANCE ASSIGNMENTS 2,121. TOTAL TO SCHEDULE D, PART XI, LINE 2D 2,121. X X X X X X X true THEATER DIRECT INC 4213 W BURBANK BLVD BURBANK CA 91505 TELEFUNDING false 67367 39002 27002 67367 39002 27002 CA GALA 2243066 622466 1620600 21988 127620 168063 122351 OPENING NIGHT 486300 54050 432250 74838 36242 63993 3 799876 239654 560222 1093 4032 111088 60905 139303 3529242 916170 2613072 1093 26020 313546 265210 325647 931516 1681556 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 $39,002 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 435751 13192 0 0 11372 0 460315 0 0 0 MR DENNIS KIM CONCERT MASTER 219078 0 0 11954 0 231032 0 0 0 MR GREGORY COX VP OF DEV & EXT RELATIONS 212281 15000 7091 0 6650 0 241022 0 0 0 EILEEN JEANETTE VP - ARTISTIC & ORCHESTRA OPS 126115 12500 4278 0 8138 0 151031 0 0 0 Mr Paul Zibits MUSICIAN 164265 0 0 5174 0 169439 0 0 0 MR JOHN E FORSYTE PRESIDENT 302889 7575 19500 0 8138 0 338102 0 0 0 MR SEAN SUTTON EVP & COO 159325 12500 5371 0 11073 0 188269 0 0 0 PART I, LINE 1A: MR. CARL ST. CLAIR RECEIVES A HOUSING ALLOWANCE THAT IS INCLUDED IN HIS REPORTABLE COMPENSATION. CHARLES ZHANG DIRECTOR & OFFICER 399417 PACIFIC SYMPHONY false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: CHARLES ZHANG (D) DESCRIPTION OF TRANSACTION: PACIFIC SYMPHONY LEASES ITS CORPORATE OFFICES FROM ZION INVESTMENT FUND LLC, WHICH IS AN ENTITY MORE THAN 35% OWNED BY BOARD MEMBER AND OFFICER, MR. CHARLES ZHANG. THE LEASE AMOUNT WAS DETERMINED ACCORDING TO MARKET RATES IN THE AREA. X 6 1351352 FAIR MARKET VALUE X AUCTION ITEMS 7 177000 COST false false false SCHEDULE M, PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B). FORM 990, PART VI, SECTION A, LINE 2: JOHN AND ELIZABETH STAHR ARE MARRIED. 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 IN DETAIL BY THE AUDIT COMMITTEE, COO AND SENIOR DIRECTOR OF FINANCE. ADDITIONALLY, THE FORM 990 WITHOUT SCHEDULE B WAS DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING, WITH SCHEDULE B BEING MADE AVAILABLE TO THE ENTIRE BOARD FOR VIEWING UPON REQUEST. 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 ORGANIZATIONS FORM 1023 AND 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, Highest Compensated Employees: Mr. Paul Zibits was compensated through his company Ichiban Entertainment and Mr. Barry Perkins was compensated through his company Perkins Music Productions Inc. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: CHANGE IN VALUE OF INSURANCE ASSIGNMENTS 2,121. TOTAL TO FORM 990, PART XI, LINE 9 2,121. 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.