2021-04-09T10:44:57-05:00 2020-06-30 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2019-07-01 952585505 Pacific Chorale % ABBY MANAYE PACI 7146622345 3303 Harbor Blvd Suite E5 Costa Mesa CA 92626 CHRISTOPHER A BROWN PRESIDENT/CEO 7146622345 2021-03-31 true TASHA J OTSUJI P00846495 9492612808 2021-03-31 2019 2022-09-23 18:48:47Z CHRISTOPHER A BROWN 3303 Harbor Blvd Suite E5 Costa Mesa CA 92626 8857033 false X www.pacificchorale.org X 1969 CA WE INSPIRE OUR COMMUNITY THROUGH ARTISTRY & INNOVATION IN CHORAL PERFORMANCES & EDUCATION PROGRAMS. 18 14 18 143 0 1193955 1607838 633408 368670 127920 -35737 0 0 1955283 1940771 0 0 0 0 698092 752157 0 0 235738 1338249 828655 2036341 1580812 -81058 359959 4971310 5166324 175954 190142 4795356 4976182 X PACIFIC CHORALE'S MISSION IS TO INSPIRE OUR COMMUNITY THROUGH ARTISTRY AND INNOVATION IN CHORAL PERFORMANCES AND EDUCATION PROGRAMS. OUR VISION IS TO INSPIRE THE LOVE OF CHORAL MUSIC AND LIFELONG LEARNING THROUGH ARTISTRY, COMMITMENT, CURIOSITY, INNOVATION AND COMMUNITY. false false 683015 363596 PACIFIC CHORALE IS INTERNATIONALLY RECOGNIZED FOR EXCEPTIONAL ARTISTIC EXPRESSION, STIMULATING AMERICAN-FOCUSED PROGRAMMING, AND INFLUENTIAL EDUCATIONAL PROGRAMS. UNDER THE ARTISTIC DIRECTION OF ROBERT ISTAD, THE CHORALE PRESENTS AN ANNUAL CONCERT SEASON OF ITS OWN AT SEGERSTROM CENTER FOR THE ARTS IN ORANGE COUNTY, CALIFORNIA, AND IS SOUGHT REGULARLY TO PERFORM WITH THE NATION'S LEADING ORCHESTRAS. PACIFIC CHORALE HAS INFUSED AN OLD WORLD ART FORM WITH CALIFORNIA'S HALLMARK INNOVATION AND CULTURAL INDEPENDENCE, EXPANDING THE TRADITIONAL CONCEPTS OF CHORAL REPERTOIRE AND PERFORMANCE. 204823 5074 EDUCATION PROGRAMS ARE CENTRAL TO THE CHORALE'S VISION OF INSPIRING LOVE OF CHORALE MUSIC AND LIFELONG LEARNING. PACIFIC CHORALE'S INNOVATIVE EDUCATIONAL INITIATIVES HAVE OPENED THE DOOR TO THE ART OF CHORAL MUSIC AND THE MAGIC OF THE CREATIVE PROCESS FOR THOUSANDS OF STUDENTS AND ADULTS ANNUALLY, INCLUDING: A CHORAL ACADEMY FOR ELEMENTARY SCHOOL STUDENTS MODELED ON THE EL SISTEMA MOVEMENT; A CHORAL CAMP PRESENTED IN ASSOCIATION WITH CALIFORNIA STATE UNIVERSITY, FULLERTON PROVIDING HIGH SCHOOL STUDENTS WITH TRAINING IN MUSIC THEORY AND VOCAL PRODUCTION; AND THE CHORAL FESTIVAL UNITING 400 SINGERS EACH SUMMER IN A FREE COMMUNITY PERFORMANCE; 887838 true true false false false false false false false true true false false false true true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 105 0 true 18 true false false false false false false false false false false false false X 18 14 true false false false false false false true true false false true true true true true true true true false CA X X ABBY MANAYE 7146622345 3303 HARBOR BLVD SUITE E5 Costa Mesa CA 92626 Christopher A Brown President/CEO 50.0 0.0 X X 145604 0 0 Robert Istad Artistic Director 40.0 0.0 X 91800 0 0 Thomas A Pridonoff Board Chair 1.0 0.0 X X 0 0 0 Marcia O'Hern Board Secretary 1.0 0.0 X X 0 0 0 Michael Vantrease Finance Chair, Treasurer 1.0 0.0 X X 0 0 0 David Bunker Innovations Chair 1.0 0.0 X 0 0 0 Chris Lindley Marketing Chair 1.0 0.0 X 0 0 0 Susan Lindley Education Chair 1.0 0.0 X 0 0 0 Mary A Lyons Immediate Past Board Chair 1.0 0.0 X 0 0 0 Charles Zhang Nominating Chair 1.0 0.0 X 0 0 0 Stephane Quinn Director 1.0 0.0 X 0 0 0 Mark Hoover Director 1.0 0.0 X 0 0 0 Jan Landstrom Director 1.0 0.0 X 0 0 0 Craig Springer Director 1.0 0.0 X 0 0 0 Amanda Whiting Director 1.0 0.0 X 0 0 0 Richard J McNeil Director 1.0 0.0 X 0 0 0 Ryan Ratcliff Director 1.0 0.0 X 0 0 0 David Yellin Director 1.0 0.0 X 0 0 0 Kurt Mayo Director (Thru 12/11/19) 1.0 0.0 X 0 0 0 Sara McFerrin Director (Thru 12/05/19) 1.0 0.0 X 0 0 0 237404 0 0 1 false false false 0 124519 15545 1467774 50000 1607838 Concerts 711190 353952 353952 Education Programs 711190 5074 5074 Other Program Revenue 711190 9644 9644 368670 92740 92740 0 0 0 0 0 6726189 6854666 -128477 -128477 -128477 61596 186115 61596 0 0 0 0 0 0 0 1940771 368670 -35737 0 0 0 0 232027 112834 28045 91148 0 421517 121247 212915 87355 0 45436 15902 17850 11684 53177 23080 17289 12808 0 2993 2993 19743 19743 0 0 12718 12718 5876 3376 2500 70887 70887 61763 10425 45935 5403 0 0 42420 17406 15458 9556 5999 3199 2800 0 0 0 0 12667 7334 3271 2062 10069 3524 3956 2589 Programming & production 572887 572887 0 0 Donor Cultivation 10633 0 0 10633 1580812 887838 457236 235738 139521 106994 108475 446618 0 0 31100 17725 0 0 0 0 0 0 225 1714 3673 4621 413521 391311 20205 22210 4668111 4566442 0 0 0 0 0 0 0 0 4971310 5166324 98499 3447 0 0 36289 8986 0 0 0 0 0 0 0 0 0 108947 41166 68762 175954 190142 X -10517 340198 4805873 4635984 4795356 4976182 4971310 5166324 359959 -179133 X X false true X true false X 952828 1249544 3880684 1193955 1607832 8884843 0 0 952828 1249544 3880684 1193955 1607832 8884843 2983145 5901698 39165 38625 155825 92740 326355 0 0 9211198 2780963 0.64071 0.75520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4776586 55000 -228102 4603484 4793806 10000 211177 238397 4776586 1990308 2803498 4793806 1990308 1990308 0.00000 0.95000 0.05000 false false 23270 13020 10250 115446 108722 6724 274805 269569 5236 22210 0 OTHER LIABILITIES 68762 68762 2127026 -179133 316510 61596 198973 1928053 12718 12718 1940771 1946200 316510 61596 378106 1568094 12718 12718 1580812 PART V, LINE 4: THE CHORALE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT PROVIDES CONTINUED FINANCIAL STABILITY FOR THE CHORALE AND A REVENUE STREAM FOR SPENDING ON THE CHORALE'S MISSION. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT ENSURES SAFETY THROUGH DIVERSIFICATION WHILE OBTAINING A COMPETITIVE RATE OF RETURN WITH THE SECONDARY OBJECTIVE TO MAINTAIN LIQUIDITY. PART X, LINE 2: THE CHORALE IS EXEMPT FROM TAXATION UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. HOWEVER, THE CHORALE IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. THE CHORALE HAS ADOPTED THE ACCOUNTING STANDARDS RELATED TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE CHORALE, THESE STANDARDS COULD BE APPLICABLE TO THE INCURRENCE OF ANY UNRELATED BUSINESS INCOME ATTRIBUTABLE TO THE CHORALE. BECAUSE OF THE CHORALE'S GENERAL TAX-EXEMPT STATUS, THESE STANDARDS ARE NOT ANTICIPATED TO HAVE A MATERIAL IMPACT ON THE CHORALE'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS SPECIAL EVENT DIRECT EXPENSES $61,596 PART XII, LINE 2D - OTHER ADJUSTMENTS Special Event Direct Expenses $61,596 2019 GALA 151415 97752 53663 0 0 12139 21098 10305 10149 2020 DINNER 15000 14364 636 0 0 0 0 0 636 1 19700 12403 7297 0 0 0 0 6395 874 186115 124519 61596 0 0 12139 21098 16700 11659 61596 X 2 55000 FAIR MARKET VALUE false true false SCHEDULE M, PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS USED FOR COLUMN (B). FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS; PACIFIC CHORALE IS COMPRISED OF 200 STAFF AND VOLUNTEER SINGERS. IN ADDITION TO ITS LONG-STANDING PARTNERSHIP WITH PACIFIC SYMPHONY, THE CHORALE HAS PERFORMED WITH SUCH RENOWNED AMERICAN ENSEMBLES AS THE LOS ANGELES PHILHARMONIC, THE BOSTON SYMPHONY, THE NATIONAL SYMPHONY, SAN DIEGO SYMPHONY, LOS ANGELES CHAMBER ORCHESTRA, PHILHARMONIA BAROQUE ORCHESTRA, AND MUSICA ANGELICA. OTHER NOTED COLLABORATIONS WITHIN THE SOUTHERN CALIFORNIA COMMUNITY INCLUDE THE HOLLYWOOD BOWL ORCHESTRA, LONG BEACH SYMPHONY, PASADENA SYMPHONY, AND RIVERSIDE SYMPHONY. PACIFIC CHORALE CAN ALSO BE HEARD ON NUMEROUS RECORDINGS. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: INTRO TO THE ARTS AND PASSAGE TO THE ARTS, PARTNERHSIP WITH LOCAL SOCIAL SERVICE ORGANIZATIONS AND HIGH SCHOOL CHORAL DIRECTORS THAT ALLOW STUDENTS, AT-RISK YOUTH, AND LOW-INCOME FAMILIES TO ATTEND PACIFIC CHORALE PERFORMANCES FREE OF CHARGE; COMPETITIONS AND MASTER CLASSES TO NURTURE THE TALENT OF YOUNG COMPOSERS; AND CONCERT PREVIEWS THAT PROVIDE DEEPER INSIGHT INTO THE CHORALE'S PERFORMANCE REPERTOIRE. FORM 990, PART VI, SECTION A, LINE 2: CHRIS AND SUSAN LINDLEY 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 SELECT OFFICERS. ADDITIONALLY, THE FULL FORM 990, WAS DISTRIBUTED TO THE ENTIRE BOARD FOR COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE BOARD HAS INSTITUTED AN ANNUAL STATEMENT OF COMPLIANCE WHICH IS DISTRIBUTED TO ALL BOARD MEMBERS TO COMPLETE. THIS ANNUAL DISCLOSURE IS USED TO MONITOR TRANSACTIONS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES AND CONTEMPORANEOUS WRITTEN BOARD APPROVAL FOR THE COMPENSATION PROCESS. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS HAD CONSTITUTED AN AUDIT COMMITTEE AND DELEGATED 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.