ORCHESTRA LUMOS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ORCHESTRA LUMOS INC (EIN 06-6100039)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-12-13
- IRS object ID
- 202123479349301517
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-13T15:57:49-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061354191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISCONTI & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 FOXON ROAD | AddressLine1Txt |
| City | EAST HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066100039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STAMFORD SYMPHONY ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL JONES | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2033251407 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUSSELL | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J VISCONTI | PreparerPersonNm |
| PTIN | P00027180 | PTIN |
| Phone | 2038652927 | PhoneNum |
| Preparation | 2021-12-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| 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) |
|---|---|---|
| Gross Receipts | $4,837,180 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW STAMFORDSYMPHONY ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PERFORM AND ENCOURAGE THE UNDERSTANDING, APPRECIATION, AND STUDY OF THE ART OF MUSIC. THE ORGANIZATION MANAGES AND SUPERVISES THE STAMFORD SYMPHONY ORCHESTRA, AS WELL AS PROVIDING EDUCATIONAL AND OUTREACH PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 114 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,166,490 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,439,246 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $249,556 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $138,842 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,659 | PYInvestmentIncomeAmt |
| CY Investment Income | $146,392 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,059 | PYOtherRevenueAmt |
| CY Other Revenue | $99,818 | CYOtherRevenueAmt |
| PY Total Revenue | $1,446,764 | PYTotalRevenueAmt |
| CY Total Revenue | $4,824,298 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $794,711 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $729,024 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $144,750 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $168,116 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $213,697 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $501,165 | PYOtherExpensesAmt |
| CY Other Expenses | $534,707 | CYOtherExpensesAmt |
| PY Total Expenses | $1,440,626 | PYTotalExpensesAmt |
| CY Total Expenses | $1,431,847 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,138 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,392,451 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,629,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,979,136 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $386,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $188,202 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,242,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,790,934 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PERFORM AND ENCOURAGE THE UNDERSTANDING, APPRECIATION, AND STUDY OF THE ART OF MUSIC. THE ORGANIZATION MANAGES AND SUPERVISES THE STAMFORD SYMPHONY ORCHESTRA, AS WELL AS PROVIDING EDUCATIONAL AND OUTREACH PROGRAMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $955,230 | ExpenseAmt |
| Revenue | $135,642 | RevenueAmt |
| Desc | BEING AN ORCHESTRA IN THE TIME OF COVID:CORONAVIRUS HIT FAIRFIELD COUNTY HARD BUT WE VERY QUICKLY RECOGNIZED WE COULD CONTINUE TO BRING MUSIC AND ENTERTAINMENT TO OUR AUDIENCE AND THE WIDER COMMUNITY. DURING THE YEAR THE STAMFORD SYMPHONY CHANNEL CAME OF AGE. FREE OF CHARGE ON OUR WEBSITE, THE CHANNEL PROVIDES MUSIC, TALKS, CONTENT FOR KIDS, INTERVIEWS, AND ARTICLES. AT THE HEART OF THIS EFFORT WERE THE MUSICIANS OF THE ORCHESTRA WHO UNFAILINGLY DONATED HOURS OF MUSIC TO THE CHANNEL TO BRING COMFORT AND HOPE TO OUR COMMUNITY. OUR CANCELLATIONS, ACCOMPANIED BY THE CLOSURE OF OTHER ORCHESTRAS AND BROADWAY, WERE DEVASTATING FOR OUR MUSICIANS. THE BOARD IMMEDIATELY TOOK ACTION TO ENSURE IT COULD MAKE THE MAXIMUM AMOUNT OF SUPPORT AVAILABLE TO THE ORCHESTRA. A COVID-19 FUND WAS CREATED AND THE EXTREMELY SUCCESSFUL YEAR-END FUNDRAISING CAMPAIGN WAS DESIGNATED TO SUPPORT THE MUSICIANS.: SUMMER INITIATIVES:OVER THE SUMMER TWO VERY IMPORTANT BOARD COMMITTEES WERE CREATED. THE FIRST WAS A HEALTH AND SAFETY TASK FORCE ADMIRABLY CHAIRED BY THE ORCHESTRAS PERSONNEL MANAGER AND VIOLA PLAYER, ADRIA BENJAMIN. ITS FOCUS WAS TO DEVELOP MAXIMUM SAFETY PROTOCOLS SO WE MIGHT RETURN TO LIVE PLAYING. THESE RECOMMENDATIONS WERE ESSENTIAL FOR THE RECORDING OF THE OCTOBER GALA CONCERT. THE OTHER COMMITTEE WILL LOOK AT ISSUES OF EQUITY, DIVERSITY AND INCLUSION. THIS LONG-TERM PROJECT WILL INVOLVE BOARD, STAFF, MUSICIANS, AND THE COMMUNITY, AS STAMFORD SYMPHONY CONTINUES TO SEEK TO BE AS WELCOMING AND RELEVANT AS POSSIBLE TO EVERYONE.JULY SAW THE FORMAL ARRIVAL OF MICHAEL STERN AS MUSIC DIRECTOR. MICHAEL STERN HAD ALREADY PLAYED A SIGNIFICANT ROLE DURING HIS DESIGNATE YEAR AND HAD BEEN A MAJOR FORCE IN ONLINE TOWN HALLS, BRIEFINGSAND EVEN AS A HOST FROM HIS KITCHEN IN OLD GREENWICH FOR A LIVE VIRTUAL EVENT! TOGETHER AGAIN:STAMFORD SYMPHONY PRESENTED THE ORCHESTRA IN A NEW WAY WITH OUR FIRST-EVER VIRTUAL GALA CONCERT, TOGETHER AGAIN. HOSTED LIVE FROM STAMFORD HOSPITAL AND DEDICATED TO THE EXTRAORDINARY MEDICAL PROFESSIONALS AT STAMFORD HEALTH AND THROUGHOUT FAIRFIELD COUNTY, THE CONCERT WAS HEADLINED BY VIOLIN VIRTUOSO PINCHAS ZUKERMAN. THE RECORD-BREAKING SUM RAISED WILL ENSURE THE ORCHESTRA CAN CONTINUE TO RECORD VIRTUAL PRESENTATIONS FOR THE REST OF THE 2020-2021 SEASON. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $89,040 | ExpenseAmt |
| Revenue | $3,200 | RevenueAmt |
| Desc | INCREASING THE FOOTPRINT:AT THE START OF THE YEAR THE SYMPHONY WAS PROUD TO ANNOUNCE A MAJOR INVESTMENT TO ITS MISSION. NICOLAS GONZALEZ WAS APPOINTED THE SYMPHONYS FIRST COMMUNITY ENGAGEMENT AND EDUCATION MANAGER. HIS ROLE WILL BE TO ENGAGE WITH MANY COMMUNITIES AND DEMOGRAPHICS THAT HAVE BEEN MISSING FROM THE SYMPHONY IN THE PAST AND TAKE OUR MUSICIANS TO MANY MORE DIVERSE VENUES ACROSS THE COUNTY. COUPLED WITH AN INCREASED PROGRAM OF ACTIVITY WITH SCHOOL DISTRICTS AND WITH OUR EXISTING MUSIC EDUCATION PARTNERS, THIS ROLE PROMISES AN EXPLOSION IN OUR REACH TO THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,044,270 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 114 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL JONES | PersonNm |
| Phone | 2033251407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| RUSSELL JONES | |||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | $155,000 | $0 | $3,100 | |
| STEVEN C PARRISH | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MARILYN PUDER YORK | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LINDA MANDEL | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KATHERINE MICHELE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DALE TODARO | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| HELENA YOON | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CAROL SPINNER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KEITH REYNOLDS | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| EMMANUEL SAOUNATSOS | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM LEACH | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JULIET H FORRESTER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| TOMAS HAENDLER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PHILIP FARESE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SAM ABERNETHY | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NICHOLAS SMITH | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DANIEL JOHNSON | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DR ERIC KUNG | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANA KREACIC | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN JOVE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DANIEL KOHN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PENNY YOUNG | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHEN ALPERT | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL MAYONE | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALAN MCINTYRE | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $155,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,100 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $387,018 | GovernmentGrantsAmt |
| All Other Contributions | $4,052,228 | AllOtherContributionsAmt |
| Total Contributions | $4,439,246 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUBSCRIPTIONSBOX OFFIC | 711130 | $132,717 | $132,717 |
| CONTRACT FEES | 711130 | $6,125 | $6,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $138,842 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,392 | TotalRevenueColumnAmt |
| Exclusion | $146,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $112,700 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $12,882 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,818 | TotalRevenueColumnAmt |
| Exclusion | $99,818 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,824,298 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $138,842 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $246,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,000 | TotalAmt |
| Program Services | $116,250 | ProgramServicesAmt |
| Management And General | $10,443 | ManagementAndGeneralAmt |
| Fundraising | $28,307 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,024 | TotalAmt |
| Program Services | $527,854 | ProgramServicesAmt |
| Management And General | $46,170 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,116 | TotalAmt |
| Fundraising | $168,116 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,322 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
| Fundraising | $12,322 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,757 | TotalAmt |
| Program Services | $73,757 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,254 | TotalAmt |
| Program Services | $3,452 | ProgramServicesAmt |
| Management And General | $20,385 | ManagementAndGeneralAmt |
| Fundraising | $417 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,698 | TotalAmt |
| Program Services | $15,400 | ProgramServicesAmt |
| Management And General | $8,609 | ManagementAndGeneralAmt |
| Fundraising | $3,689 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274 | TotalAmt |
| Management And General | $274 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,398 | TotalAmt |
| Program Services | $4,858 | ProgramServicesAmt |
| Management And General | $540 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,907 | TotalAmt |
| Management And General | $22,907 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER PRODUCTION COSTS | $21,255 | $21,255 | |
| CONTRACT SERVICES | $242,508 | $207,140 | $35,368 |
| PRINTING AND PUBLICATIONS | $20,292 | $19,886 | $406 |
| SERVICE FEES | $11,544 | $9,235 | $2,309 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,498 | TotalAmt |
| Program Services | $40,183 | ProgramServicesAmt |
| Management And General | $6,469 | ManagementAndGeneralAmt |
| Fundraising | $846 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,847 | TotalAmt |
| Program Services | $1,044,270 | ProgramServicesAmt |
| Management And General | $173,880 | ManagementAndGeneralAmt |
| Fundraising | $213,697 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,693 | BOYAmt |
| EOY | $110,230 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,273,431 | BOYAmt |
| EOY | $2,280,203 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,783 | BOYAmt |
| EOY | $586,652 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,945,925 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,081 | BOYAmt |
| EOY | $41,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,230 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,519 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,109 | BOYAmt |
| EOY | $14,711 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,629,097 | BOYAmt |
| EOY | $4,979,136 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,092 | BOYAmt |
| EOY | $49,742 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,841 | BOYAmt |
| EOY | $3,185 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,900 | BOYAmt |
| EOY | $135,275 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,833 | BOYAmt |
| EOY | $188,202 | 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 | $825,687 | BOYAmt |
| EOY | $1,056,101 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,577 | BOYAmt |
| EOY | $3,734,833 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,264 | BOYAmt |
| EOY | $4,790,934 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,629,097 | BOYAmt |
| EOY | $4,979,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,392,451 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $168,719 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,500 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $842,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,055,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $962,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,166,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,439,246 | CurrentTaxYearAmt |
| Total | $8,466,001 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $842,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,055,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $962,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,166,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,439,246 | CurrentTaxYearAmt |
| Total | $8,466,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,466,001 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,909 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $146,392 | CurrentTaxYearAmt |
| Total | $358,581 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $7,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,584 | CurrentTaxYearMinus1YearAmt |
| Total | $56,111 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,475 | CurrentTaxYearMinus1YearAmt |
| Total | $6,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,886,935 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,485,424 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other income Part II line 10 or Part III line 12 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME: 2016-$769, 2017-$3,373, 2018-$625, 2019-$1,425, 2020-$0 | 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 | $446,868 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $107,118 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $538,986 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $455,532 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $446,868 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $432,424 | BeginningYearBalanceAmt |
| Contributions | $2,500 | ContributionsAmt |
| Investment Earnings Or Losses | $40,628 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $455,552 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $303,841 | BeginningYearBalanceAmt |
| Contributions | $138,125 | ContributionsAmt |
| Investment Earnings Or Losses | $10,458 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $432,424 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $300,429 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,412 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $303,841 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.65330 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,500 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,019 | DepreciationAmt |
| Book Value | $14,711 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,711 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,049,925 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $168,719 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $45,375 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $12,882 | OtherRevenueAmt |
| Revenue Not Reported | $226,976 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,822,949 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,349 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,349 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,824,298 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,501,255 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $45,375 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $25,382 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $70,757 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,430,498 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,349 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,349 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,431,847 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Endowment funds intended uses (Part V, line 4) | THE SYMPHONYS ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. |
| Other revenues not included on Form 990 (Part XI, line 2d) | SPECIAL EVENT EXPENSES ARE NETTED TO REVENUE ON PAGE 9 IN THE AMOUNT OF $12,882 |
| Other expenses not included on Form 990 (Part XII, line 2d) | SPECIAL EVENT EXPENSES ARE NETTED TO REVENUE ON PAGE 9 IN THE AMOUNT OF $12,882. BAD DEBT EXPENSES ARE NOT INCLUDED IN THE AMOUNT OF $12,500. |
| Footnote for uncertain tax position under FIN 48 (Part X) | THE SYMPHONY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SYMPHONY IS NOT SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAX JURISDICTIONS FOR THE PERIODS PRIOR TO 2018. |
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 (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|
| COMMUNITY COUNSELLING SERVICES LLC | ||||||
| 527 MADISON AVENUE 5TH FL | NEW YORK | NY | 10022 | false | $150,047 | -$150,047 |
| NANCY KINGSTON | ||||||
| 2 SALISBURY POINT 1E | NYACK | NY | 10960 | false | $18,069 | -$18,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $168,116 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$168,116 | TotalNetToOrganizationAmt |
| Licensed States | CT | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $112,700 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $112,700 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $12,882 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $112,700 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $112,700 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,882 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,882 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $99,818 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Fundraiser agreements (Part I, line 2b(v)) | FormAndLineReferenceDesc |
| Explanation | THE CCS SERVICE FEE IS PAYABLE IN MONTHLY INSTALLMENTS, DUE ON THE 15TH OF EVERY MONTH. THE OBLIGATION OF STAMFORD SYMPHONY TO PAY THESE PROFESSIONAL FEES IS NOT DEPENDENT ON THE AMOUNT OF FUNDS RAISED; FEES ARE FOR SERVICES DESCRIBED IN THE AGREEMENT. STAMFORD SYMPHONY SHALL ALSO PAY CCSS OUT-OF-POCKET EXPENDITURES ACTUALLY AND REASONABLY INCURRED BY CCS IN THE PERFORMANCE OF SERVICES AS SPECIFIED IN THE AGREEMENT. ADDITIONAL SERVICE DAYS WILL BE BILLED AT A DAILY RATE OF $1,500 PER CCS DIRECTOR IF SERVICES ARE DELAYED FOR REASONS NOT CAUSED BY CCS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL JONES | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $155,000 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $3,100 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $158,100 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | THE CEO AND THE AUDIT COMMITTEE OF THE ORGANIZATION WILL REVIEW THE FORM 990 PRIOR TO CIRCULATING IT TO THE GOVERNING BODY (BOARD MEMBERS) TO ENSURE THAT IT WILL CORRECTLY REFLECT ALL ACTIVITIES AND POLICIES OF THE ORGANIZATION. AFTER THE AUDIT COMMITTEES REVIEW, THE FORM 990 WILL BE CIRCULATED TO THE GOVERNING BODY. ANY QUESTIONS, SUGGESTIONS OR CONCERNS FROM ANY BOARD MEMBER WITH RESPECT TO THE FORM 990 WILL BE ADDRESSED BY A MEMBER OF THE AUDIT COMMITTEE PRIOR TO THE FILING. |
| Conflict of interest policy compliance Part VI line 12c | ANY OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES ARE REQUIRED TO DISCLOSE WHEN THEY COME ONTO THE BOARD OF DIRECTORS OR ARE HIRED ANY CONFLICT OF INTEREST THEY MAY HAVE FOR ANY MATTER THAT COMES BEFORE THE BOARD OF DIRECTORS. ANNUALLY, A CONFLICT OF INTEREST DISCLOSURE STATEMENT WILL BE COMPLETED AND REVIEWED. ANY CONFLICTS ARE REVIEWED BY THE BOARD MEMBERS WITHOUT A CONFLICTING INTEREST. THE PERSON WITH THE CONFLICT MAY NOT VOTE ON THE TRANSACTION; HOWEVER, THEY MAY BE PRESENT TO ANSWER QUESTIONS. THE BOARD SECRETARY WILL DOCUMENT THE BOARDS DECISION AND THE BASIS FOR THEIR DETERMINATION IN THE MINUTES TO THE MEETING. |
| Other officer or key employee compensation Part VI line 15b | THE PRESIDENT/CEOS BASE COMPENSATION IS SUBJECT TO REVIEW EACH FISCAL YEAR. HIS/HER SALARY IS GENERALLY INCREASED IN LINE WITH THE COST-OF-LIVING INCREASE GRANTED TO THE SSO FULL-TIME STAFF; HOWEVER, THE PRESIDENT/CEO WILL BE ELIGIBLE TO EARN AN ANNUAL PERFORMANCE BONUS TO THE EXTENT THAT HE/SHE MEETS AND EXCEEDS GOALS AGREED UPON IN ACCORDANCE WITH THE PROCEDURES SET FORTH BELOW. EARLY IN EACH FISCAL YEAR, THE PRESIDENT/CEO MEETS WITH THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE TO AGREE UPON THE PRESIDENT/CEOS PERFORMANCE OBJECTIVES FOR THE COMING YEAR. GOALS ARE BOTH QUALITATIVE AND QUANTITATIVE. THE PRESIDENT/CEOS PERFORMANCE IS REVIEWED BY THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE AFTER THE END OF EACH FISCAL YEAR, AT WHICH TIME, THE PERSONNEL COMMITTEE MEETS TO DETERMINE WHETHER PAYMENT OF A BONUS TO THE PRESIDENT/CEO IS APPROPRIATE AND, IF SO, THE AMOUNT OF THE BONUS. THE AMOUNT OF THE PRESIDENT/CEOS RECOMMENDED BONUS AND THE AMOUNT OF THE COST OF LIVING INCREASE GRANTED TO THE PRESIDENT/CEO AND ALL OTHER MEMBERS OF THE SSO FULL TIME STAFF IS PRESENTED TO THE BOARD FOR APPROVAL AT AN EXECUTIVE SESSION AT WHICH ONLY BOARD MEMBERS ARE PRESENT AND AT WHICH THE PRESIDENT/CEO IS NOT PRESENT. |
| Governing documents etc available to public Part VI line 19 | THE ORGANZIATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 263 TRESSER BLVD, STAMFORD, CT 06901 OR BY CALLING THE ORGANIZATION DIRECTLY AT 203-325-1407. |
| Audited by an independent accountant Part XII line 2b | THE ORGANIZATION HAS A COMMITTEE THAT IS REPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | WRITE OFF OF UNCOLLECTABLE ACCOUNTS $12,500 |
| List of other fees for services expenses Part IX line 11g | CONCERT CONTRACTORS: PROGRAM SERVICE EXPENSES $ 207,140, MANAGEMENT AND GENERAL EXPENSES $35,368, FUNDRAISING EXPENSES $0, TOTAL EXPENSES $242,508; GUEST ARTISTS: PROGRAM SERVICE EXPENSES $10,000, MANAGEMENT AND GENERAL EXPENSES $0, FUNDRAISING EXPENSES $0, TOTAL EXPENSES $10,000; OTHER PRODUCTION PERSONNEL: PROGRAM SERVICE EXPENSES $21,255, MANAGEMENT AND GENERAL EXPENSES $0, FUNDRAISING EXPENSES $0, TOTAL EXPENSES $21,255. |
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