COLORADO SYMPHONY ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO SYMPHONY ASSOCIATION (EIN 84-0511458)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-13
- IRS object ID
- 202000139349300875
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-13T19:20:16-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 E BELLEVIEW AVE STE 700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840511458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 3036237876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET NO 15 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802022333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREEN MILLER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3036237876 | PhoneNum |
| Signature | 2020-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 3037705700 | PhoneNum |
| Preparation | 2020-01-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.147.181.48 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-13 | IPDt |
| IP Tm | 18:16:24 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DFBB7986C3D4D2C3FD407C0F68F0C385BAD10E7D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D8FA862322811F9A0BBF3318134ADFB96389756 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COREEN MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET NO 15 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802022333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,922,103 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COLORADOSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | PERFORMANCE OF SYMPHONIC CONCERTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 404 | TotalEmployeeCnt |
| Total Volunteers | 240 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,117,107 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,142,299 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,588,279 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,472,668 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,444 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,429 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$46,790 | PYOtherRevenueAmt |
| CY Other Revenue | -$72,980 | CYOtherRevenueAmt |
| PY Total Revenue | $13,661,040 | PYTotalRevenueAmt |
| CY Total Revenue | $14,562,416 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,658,914 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,910,383 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $739,440 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,757,075 | PYOtherExpensesAmt |
| CY Other Expenses | $4,497,602 | CYOtherExpensesAmt |
| PY Total Expenses | $13,415,989 | PYTotalExpensesAmt |
| CY Total Expenses | $14,407,985 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $245,051 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $154,431 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,006,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,826,090 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,565,539 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,271,932 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,441,184 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,554,158 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COLORADO SYMPHONY ASSOCIATION (CSA) IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO FUND AND OPERATE THE COLORADO SYMPHONY ORCHESTRA FOR THE ENJOYMENT AND BENEFIT OF THE CITIZENS OF METROPOLITAN DENVER AND THE GREATER COLORADO AND ROCKY MOUNTAIN REGIONS. THE COLORADO SYMPHONY ORCHESTRA PERFORMS MORE THAN 100 CLASSICAL, POPS AND FAMILY CONCERTS EACH YEAR; SHOWCASING MANY OF THE WORLD'S FINEST MUSICIANS, CONDUCTORS, AND ENTERTAINERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,544,094 | ExpenseAmt |
| Revenue | $7,472,668 | RevenueAmt |
| Desc | THE COLORADO SYMPHONY ASSOCIATION PERFORMS CONCERTS BENEFITING OVER 250,000 PATRONS FROM THE DENVER AND TRI-STATE AREAS AND PROVIDES A PERFORMANCE PLATFORM TO WORLD-CLASS MUSICIANS. | Desc |
| Total Program Service Expenses | $11,544,094 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 150 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 404 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | LocalChaptersInd |
| 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREEN MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3033082468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET 15 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802022333 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 |
|---|---|---|---|---|---|---|---|---|
| JEROME H KERN | ||||||||
| CHIEF EXECUTIVE OFFICER/CO-CHAIRMAN | 51.00 | 1.50 | Yes (X) | Yes (X) | $349,419 | $0 | $13,977 | |
| RICHARD KYLBERG | ||||||||
| CO-CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM BUTLER | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN BOWLES | ||||||||
| SECRETARY/EX-OFFICIO TRUSTEE | 40.00 | Yes (X) | Yes (X) | $42,772 | $0 | $21,429 | ||
| SUSAN CAHILL | ||||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $23,650 | $0 | $25,306 | |||
| BRETT MITCHELL | ||||||||
| MUSIC DIRECTOR/EX-OFFICIO | 40.00 | Yes (X) | $200,469 | $0 | $19,054 | |||
| ALESSANDRA FLANAGAN | ||||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $52,415 | $0 | $701 | |||
| MARGARET HOEPPNER | ||||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $49,066 | $0 | $13,544 | |||
| YUMI HWANG-WILLIAMS | ||||||||
| CONCERTMASTER | 40.00 | Yes (X) | $111,253 | $0 | $12,602 | |||
| JOHN KINZIE | ||||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $76,573 | $0 | $27,967 | |||
| LEAH KOVACH | ||||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $44,928 | $0 | $19,542 | |||
| ERIK PETERSON | ||||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $19,582 | $0 | $28,802 | |||
| MICHAEL VAN WIRT | ||||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $59,860 | $0 | $9,977 | |||
| NICK RECUBER | ||||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $57,277 | $0 | $11,799 | |||
| ANTHONY ACETTA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR PAULA P BERNSTEIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YOUNG CHO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE DONNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDY ELLIOTT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HACKL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY HARMON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE S HILL PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN JOHNSON ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD D KRUGMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL MYERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE NAGLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEANA PERLMUTTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE RUBSAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LT SANDVIK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDRA ZEPPELIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM KOWALSKI | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR HODGES | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA MOORE | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GINGER WHITE | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ROSSICK KERN | ||||||||
| EMERITUS TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE YEINGST | ||||||||
| EMERITUS TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| COREEN MILLER | ||||||||
| CHIEF FINANCIAL OFFICER/COO | 50.00 | Yes (X) | $131,110 | $0 | $5,244 | |||
| ANTHONY PIERCE | ||||||||
| CHIEF ARTISTIC OFFICER | 50.00 | Yes (X) | $123,131 | $0 | $13,951 | |||
| JOHN BURTNESS | ||||||||
| CHIEF ADVANCEMENT OFFICER | 50.00 | $150,842 | $0 | $10,325 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,492,347 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $234,220 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINECONCERTS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 706 N CITRUS AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | GUEST ARTIST FEES-MOVIES | ServicesDesc |
| Compensation | $122,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $720,382 | FundraisingAmt |
| Related Organizations | $899,808 | RelatedOrganizationsAmt |
| Government Grants | $1,231,646 | GovernmentGrantsAmt |
| All Other Contributions | $4,290,463 | AllOtherContributionsAmt |
| Noncash Contributions | $58,454 | NoncashContributionsAmt |
| Total Contributions | $7,142,299 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT PERFORMANCES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $7,415,776 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,415,776 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,892 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,472,668 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,429 | TotalRevenueColumnAmt |
| Exclusion | $20,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $286,707 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $720,382 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $359,687 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$72,980 | TotalRevenueColumnAmt |
| Exclusion | -$72,980 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,562,416 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,472,668 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$52,551 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,612,783 | TotalAmt |
| Program Services | $1,037,382 | ProgramServicesAmt |
| Management And General | $329,829 | ManagementAndGeneralAmt |
| Fundraising | $245,572 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,332,507 | TotalAmt |
| Program Services | $5,626,827 | ProgramServicesAmt |
| Management And General | $467,610 | ManagementAndGeneralAmt |
| Fundraising | $238,070 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,053 | TotalAmt |
| Program Services | $205,762 | ProgramServicesAmt |
| Management And General | $15,014 | ManagementAndGeneralAmt |
| Fundraising | $6,277 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,360 | TotalAmt |
| Program Services | $892,445 | ProgramServicesAmt |
| Management And General | $61,157 | ManagementAndGeneralAmt |
| Fundraising | $52,758 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,680 | TotalAmt |
| Program Services | $634,852 | ProgramServicesAmt |
| Management And General | $63,510 | ManagementAndGeneralAmt |
| Fundraising | $33,318 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,524 | TotalAmt |
| Management And General | $45,524 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,000 | TotalAmt |
| Management And General | $51,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,839 | TotalAmt |
| Program Services | $460,864 | ProgramServicesAmt |
| Management And General | $170,885 | ManagementAndGeneralAmt |
| Fundraising | $87,090 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,747 | TotalAmt |
| Management And General | $538,280 | ManagementAndGeneralAmt |
| Fundraising | $4,467 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,302 | TotalAmt |
| Program Services | $14,552 | ProgramServicesAmt |
| Management And General | $55,538 | ManagementAndGeneralAmt |
| Fundraising | $212 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,880 | TotalAmt |
| Program Services | $215,802 | ProgramServicesAmt |
| Management And General | $134,065 | ManagementAndGeneralAmt |
| Fundraising | $3,013 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,883 | TotalAmt |
| Program Services | $240,713 | ProgramServicesAmt |
| Management And General | $32,170 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,186 | TotalAmt |
| Program Services | $250,479 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
| Fundraising | $16,392 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,387 | TotalAmt |
| Program Services | $6,878 | ProgramServicesAmt |
| Management And General | $13,515 | ManagementAndGeneralAmt |
| Fundraising | $6,994 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,774 | TotalAmt |
| Management And General | $7,774 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,202 | TotalAmt |
| Program Services | $14,135 | ProgramServicesAmt |
| Management And General | $48,067 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| GUEST CONDUCTOR AND ART | $1,645,592 | $1,645,592 | ||
| PRODUCTION EXPENSE | $141,761 | $141,136 | $625 | |
| PRINTING AND PUBLICATIO | $129,849 | $25,435 | $38,142 | $66,272 |
| DUES AND SUBSCRIPTIONS | $93,839 | $76,679 | $480 | $16,680 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,837 | TotalAmt |
| Program Services | $54,561 | ProgramServicesAmt |
| Management And General | $7,246 | ManagementAndGeneralAmt |
| Fundraising | $6,030 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,407,985 | TotalAmt |
| Program Services | $11,544,094 | ProgramServicesAmt |
| Management And General | $2,124,451 | ManagementAndGeneralAmt |
| Fundraising | $739,440 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,591,805 | BOYAmt |
| EOY | $2,419,147 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,229 | BOYAmt |
| EOY | $36,528 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,646 | BOYAmt |
| EOY | $30,746 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,135 | BOYAmt |
| EOY | $349,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $873,214 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $303,649 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,524 | BOYAmt |
| EOY | $569,565 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,462,384 | BOYAmt |
| EOY | $4,420,928 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,006,723 | BOYAmt |
| EOY | $7,826,090 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,896 | BOYAmt |
| EOY | $776,561 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,632,643 | BOYAmt |
| EOY | $1,495,371 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,565,539 | BOYAmt |
| EOY | $2,271,932 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,820 | BOYAmt |
| EOY | $1,109,791 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,511,364 | BOYAmt |
| EOY | $4,444,367 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,441,184 | BOYAmt |
| EOY | $5,554,158 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,006,723 | BOYAmt |
| EOY | $7,826,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $154,431 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$41,457 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,255,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,750,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,049,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,117,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,142,299 | CurrentTaxYearAmt |
| Total | $37,315,069 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $30,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,000 | CurrentTaxYearAmt |
| Total | $90,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,255,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,750,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,049,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,147,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,202,299 | CurrentTaxYearAmt |
| Total | $37,405,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,220,986 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,184,083 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,429 | CurrentTaxYearAmt |
| Total | $25,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,430,227 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $32,414,604 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $28,297,619 | BeginningYearBalanceAmt |
| Contributions | $1,181,889 | ContributionsAmt |
| Investment Earnings Or Losses | $921,144 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $897,908 | OtherExpendituresAmt |
| End Year Balance | $29,502,744 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,666,589 | BeginningYearBalanceAmt |
| Contributions | $1,185,373 | ContributionsAmt |
| Investment Earnings Or Losses | $1,299,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $853,377 | OtherExpendituresAmt |
| End Year Balance | $28,297,619 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,896,701 | BeginningYearBalanceAmt |
| Contributions | $2,516,382 | ContributionsAmt |
| Investment Earnings Or Losses | $2,058,837 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $805,331 | OtherExpendituresAmt |
| End Year Balance | $26,666,589 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,931,441 | BeginningYearBalanceAmt |
| Contributions | $18,800,549 | ContributionsAmt |
| Investment Earnings Or Losses | -$850,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,985,079 | OtherExpendituresAmt |
| End Year Balance | $22,896,701 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,664,247 | BeginningYearBalanceAmt |
| Contributions | $233,565 | ContributionsAmt |
| Investment Earnings Or Losses | -$466,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $13,931,441 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $314,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $303,649 | DepreciationAmt |
| Book Value | $11,239 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $558,326 | OtherCostOrOtherBasisAmt |
| Book Value | $558,326 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $569,565 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | Desc |
| Book Value | $4,420,928 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,420,928 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,654,184 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$41,457 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $133,225 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $91,768 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,562,416 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,562,416 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,541,210 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $133,225 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $133,225 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,407,985 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,407,985 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANENT ENDOWMENTS CONSIST OF FUNDS HELD BY OTHER TAX-EXEMPT ORGANIZATIONS ESTABLISHED TO ADMINISTER THE ENDOWMENT FUNDS OF THE SYMPHONY. THESE ORGANIZATIONS ARE GOVERNED BY SEPARATE BOARDS OF TRUSTEES. SUPPORTING DISTRIBUTIONS (IF APPLICABLE) FROM THE FUNDS ARE PROVIDED TO THE SYMPHONY FOR PROGRAM SERVICES AND OTHER OPERATIONS. PERMANENT ENDOWMENTS ALSO INCLUDE A BENEFICIAL INTEREST IN AN IRREVOCABLE PERPETUAL TRUST ADMINISTERED BY A COMMUNITY FOUNDATION. THE TRUST AGREEMENT REQUIRES DISTRIBUTION OF 50% OF THE NET INCOME OF THE TRUST TO THE SYMPHONY FOR ITS UNRESTRICTED USE; HOWEVER THE SYMPHONY WILL NEVER RECEIVE THE ASSETS OF THE TRUST. |
| PART X, LINE 2: | THE ASSOCIATION IS ORGANIZED AS A COLORADO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFYING FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ASSOCIATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ASSOCIATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. THE ASSOCIATION HAS DETERMINED IT HAS NO UNRELATED BUSINESS INCOME TAX AND THEREFORE, HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SYMPHONY BALL | Event1Nm |
| Gross Receipts Event1 | $1,007,089 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $720,382 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $286,707 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $36,609 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $79,225 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,490 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $241,363 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,007,089 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $720,382 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $286,707 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $36,609 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $79,225 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,490 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $241,363 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $359,687 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$72,980 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEROME H KERN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER/CO-CHAIRMAN | $209,419 | $0 | $140,000 | $0 | $0 | $0 | $13,977 | $0 | $400 | $0 | $363,796 | $0 | $0 | $0 |
| BRETT MITCHELL | ||||||||||||||
| MUSIC DIRECTOR/EX-OFFICIO | $190,469 | $0 | $10,000 | $0 | $0 | $0 | $8,019 | $0 | $11,235 | $0 | $219,723 | $0 | $0 | $0 |
| JOHN BURTNESS | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $140,842 | $0 | $10,000 | $0 | $0 | $0 | $879 | $0 | $9,846 | $0 | $161,567 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ANNUALLY REVIEWS THE PERFORMANCES OF THE EXECUTIVE STAFF AND OTHER STAFF TO DETERMINE IF ADDITIONAL COMPENSATION IN THE FORM OF BONUSES WILL BE PAID. DURING CALENDAR YER ENDING DECEMBER 31, 2018, THE ORGANIZATION AWARDED THE CHIEF EXCECUTIVE OFFICER/CO-CHAIRMAN, CHIEF FINANCIAL OFFICER/COO, MUSICIAN TRUSTEES, MUSIC DIRECTOR, CONCERTMASTER, CHIEF ARTISTIC OFFICER, AND THE CHIEF ADVANCEMENT OFFICER A BONUS BASED ON REVIEW OF THEIR PERFORMANCES AND SERVICE TO THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VARIOUS AUCTION ITEMS | 178 | $0 | COST |
| Yes (X) | GIFT CERT.,TRIPS,GETAWAYS, ETC. | 23 | $0 | COST |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JERRY KERN AND MARY ROSSICK KERN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN UNREDACTED COPY OF THE FORM 990 IS SENT FOR REVIEW TO ALL TRUSTEES OF THE FINANCE COMMITTEE PRIOR TO FILING. IN ADDITION, A REDACTED COPY OF THE TAX RETURN IS SENT TO THE ENTIRE BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COLORADO SYMPHONY ASSOCIATION (CSA) HAS A CONFLICT OF INTEREST POLICY COVERING OFFICERS, TRUSTEES, COMMITTEE MEMBERS, MUSICIAN TRUSTEES, STAFF MEMBERS, AND CERTAIN CONSULTANTS (IF APPROPRIATE). EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. THE DISCLOSURE FORM MUST BE SUBMITTED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING POTENTIAL CONFLICTS OF INTEREST AND HANDLING WHAT IT DETERMINES TO BE ACTUAL CONFLICTS OF INTEREST IN THE MANNER DESCRIBED IN THE POLICY UNDER "REVIEWING AND MANAGING CONFLICTS OF INTEREST". IF THE EXECUTIVE COMMITTEE OR RESPONSIBLE PERSON BECOMES AWARE THAT CSA IS ABOUT TO ENTER INTO OR MAKE ANY DECISIONS INVOLVING A CONFLICT OF INTEREST TRANSACTION WITH THE RESPONSIBLE PERSON, A FAMILY MEMBER, A FRIEND, OR A RELATED ENTITY, THE RESPONSIBLE PERSON MUST: 1) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF CSA OF THE CONFLICT OF INTEREST 2) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING TO SUCH PERSON(S) ANY MATERIAL FACTS THAT BEAR ON THE ADVISABILITY OF THE TRANSACTION FROM THE STANDPOINT OF CSA AND 3) NOT PARTICIPATE IN THE DELIBERATION OR VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION, AND NOT ATTEMPT TO EXERT HIS OR HER INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. THE EXECUTIVE COMMITTEE WILL REPORT TO THE BOARD AT ITS NEXT REGULAR MEETING THE RESULTS OF ANY REVIEW AND THE ACTION TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | FISCAL YEAR 2019 COMPENSATION FOR THE CEO WAS DETERMINED AFTER COMPARISON OF SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS AND AFTER ANALYZING THE VALUE BROUGHT TO THE CSA BY THE CEO. AN INDEPENDENT COMPENSATION COMMITTEE CONSISTING OF BOTH TRUSTEES AND NON-TRUSTEES REVIEWED PERTINENT DATA AND MADE THE COMPENSATION RECOMMENDATION TO THE BOARD WHICH APPROVED THE CONTRACT. SENIOR MANAGEMENT TEAM COMPENSATION INCREASED ON JULY 1, 2019 BY THE SAME PERCENTAGE AS THE REST OF THE EMPLOYEES IN THE ORGANIZATION. ANY COMPENSATION INCREASES OTHER THAN THE STANDARD PERCENTAGE OCCURRED AFTER COMPARING THE CURRENT COMPENSATION WITH COMPENSATION BASED ON SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS AND AFTER ANALYZING THE VALUE BROUGHT TO THE CSA BY SENIOR MANAGEMENT STAFF PERSON(S). |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA MAIL, EMAIL OR IN PERSON AT ITS OFFICES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYMPHONY FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET 15 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260138249 | EIN |
| Primary Activities | RAISE, HOLD & ADMINISTER FUNDS FOR OPERATING NEEDS OF SYMPHONY ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | CO | 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 | COLORADO SYMPHONY ASSOCIATION | 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYMPHONY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $899,808 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
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