SANTA ROSA SYMPHONY ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SANTA ROSA SYMPHONY ASSOCIATION (EIN 94-6134075)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-13
- IRS object ID
- 202001349349300220
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T11:41:58-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680456752 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dillwood Burkel & Millar LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Concourse Blvd Ste A | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | 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 | 946134075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Santa Rosa Symphony Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 7075467097 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Santa Rosa Ave No 410 | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan Silow | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 7075467097 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Penny Millar | PreparerPersonNm |
| PTIN | P00140274 | PTIN |
| Phone | 7075778806 | PhoneNum |
| Preparation | 2020-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.23.232.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-12 | IPDt |
| IP Tm | 13:51:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 05614305FD36E972557B617B4478A07939BCBF5D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 05614305FD36E972557B617B4478A07939BCBF5D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Alan Silow | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Santa Rosa Ave No 410 | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,939,440 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.santarosasymphony.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The promotion of the art of symphony music through classical music performances, outreach, and music education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 283 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $87,531 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$22,589 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,255,143 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,605,132 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,111,730 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,843,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $230,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $280,882 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,171 | PYOtherRevenueAmt |
| CY Other Revenue | $641 | CYOtherRevenueAmt |
| PY Total Revenue | $4,615,550 | PYTotalRevenueAmt |
| CY Total Revenue | $4,729,805 | 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 | $2,831,694 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,932,153 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $345,130 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,521,769 | PYOtherExpensesAmt |
| CY Other Expenses | $1,117,476 | CYOtherExpensesAmt |
| PY Total Expenses | $4,353,463 | PYTotalExpensesAmt |
| CY Total Expenses | $4,049,629 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $262,087 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $680,176 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,655,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,579,822 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,086,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,140,053 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,569,834 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,439,769 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Santa Rosa Symphony inspires and engages the residents of our region with the finest musical performances and educational programs through its core values of organizational strength, innovative programming, fiscal responsibility, and community service. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,545,758 | ExpenseAmt |
| Revenue | $1,480,413 | RevenueAmt |
| Desc | Classical music performances including the classical series, family series, Pops series, special concerts and senior outreach with a total attendance of 36,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $708,708 | ExpenseAmt |
| Revenue | $275,206 | RevenueAmt |
| Desc | Music education reaching 30,000 young people in school demonstrations; five youth ensemble programs; summer music academy; and six music programs for schools. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,254,466 | 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 | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 153 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 283 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathleen Gebhardt | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7075467097 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Santa Rosa Ave 410 | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95404 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Jamei Haswell | ||||||
| Chairman | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Linda Castiglioni | ||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jon Stark | ||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Alan Seidenfeld | ||||||
| Vice Chairman | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sara Woodfield | ||||||
| Immediate Past Chairman | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Susan Adams | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Cory Antipa | ||||||
| Orchestra Representative | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Hallie Beacham | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Marty Behr | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Gordon Blumenfeld | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Keven Brown | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Corinne Byrd | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Doyle | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Dzieza | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Betty Ferris | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Judith Gappa | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| James Hinton | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Jacobson | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sara Kozel | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Andy Lewis | ||||||
| Orchestra Representative | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Betha MacClain | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Valerie Marshall | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Alan Mason | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Kirk McAfee | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Melder | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Shelby Milanez | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Carol Spindler O'Hara | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Alan Poster | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sean Pryden | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| John Reed | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jackie Reinhardt | ||||||
| League Representative | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Harry Rubins | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jacques Schlumberger | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Barry Silberg | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Irene Sohm | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| David Stare | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Eunice Valentine | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jerry Wunderlich | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Alan Silow | ||||||
| President & CEO | 40.00 | Yes (X) | $180,000 | $0 | $40,536 | |
| Judy Bruce | ||||||
| Director of Finance | 40.00 | Yes (X) | $93,195 | $0 | $8,347 | |
| Tim Beswick | ||||||
| Director of Artistic Operations | 40.00 | Yes (X) | $87,297 | $0 | $20,083 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $360,492 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| American Council for International Studi | |||||
| 343 Congress St Ste 3100 | Boston | MA | 02210 | Educational tour | $253,265 |
| Sonoma State University | |||||
| 1801 East Cotati Ave | Rohnert Park | CA | 94928 | Parking, catering, and benefit concert | $244,314 |
| 50SRA Partners LP JKL Corporation SRA | |||||
| 39510 Paseo Padre Pkwy 200 | Fremont | CA | 94538 | Lease of facilities | $102,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $305,329 | FundraisingAmt |
| Government Grants | $174,600 | GovernmentGrantsAmt |
| All Other Contributions | $2,125,203 | AllOtherContributionsAmt |
| Noncash Contributions | $18,045 | NoncashContributionsAmt |
| Total Contributions | $2,605,132 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Ticket sales | 711190 | $1,141,622 | $1,141,622 | |
| Concert performance fees | 711190 | $288,729 | $288,729 | |
| Education revenue | 711190 | $275,206 | $275,206 | |
| Program advertising | 541800 | $87,531 | $87,531 | |
| Ticket handling fees | 711190 | $32,258 | $32,258 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,804 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,804 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,843,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247,450 | TotalRevenueColumnAmt |
| Exclusion | $247,450 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,206,687 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,173,255 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,432 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,432 | TotalRevenueColumnAmt |
| Exclusion | $33,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,021 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $305,329 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,380 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $641 | TotalRevenueColumnAmt |
| Exclusion | $641 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,729,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,755,619 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $87,531 | UnrelatedBusinessRevenueAmt |
| Exclusion | $281,523 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,694 | TotalAmt |
| Program Services | $110,274 | ProgramServicesAmt |
| Management And General | $334,420 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,092,223 | TotalAmt |
| Program Services | $1,920,230 | ProgramServicesAmt |
| Management And General | $12,855 | ManagementAndGeneralAmt |
| Fundraising | $159,138 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,688 | TotalAmt |
| Program Services | $102,401 | ProgramServicesAmt |
| Management And General | $225 | ManagementAndGeneralAmt |
| Fundraising | $5,062 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,117 | TotalAmt |
| Program Services | $114,262 | ProgramServicesAmt |
| Management And General | $1,525 | ManagementAndGeneralAmt |
| Fundraising | $23,330 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,431 | TotalAmt |
| Program Services | $117,775 | ProgramServicesAmt |
| Management And General | $19,673 | ManagementAndGeneralAmt |
| Fundraising | $10,983 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,303 | TotalAmt |
| Program Services | $8,902 | ProgramServicesAmt |
| Management And General | $33,415 | ManagementAndGeneralAmt |
| Fundraising | $986 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,150 | TotalAmt |
| Program Services | $223,961 | ProgramServicesAmt |
| Fundraising | $5,189 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,812 | TotalAmt |
| Program Services | $7,632 | ProgramServicesAmt |
| Management And General | $1,272 | ManagementAndGeneralAmt |
| Fundraising | $1,908 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,588 | TotalAmt |
| Program Services | $216,957 | ProgramServicesAmt |
| Management And General | $20,864 | ManagementAndGeneralAmt |
| Fundraising | $32,767 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,730 | TotalAmt |
| Program Services | $8,232 | ProgramServicesAmt |
| Management And General | $599 | ManagementAndGeneralAmt |
| Fundraising | $899 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,324 | TotalAmt |
| Program Services | $12,993 | ProgramServicesAmt |
| Management And General | $3,465 | ManagementAndGeneralAmt |
| Fundraising | $866 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production costs | $301,995 | $301,995 | ||
| Donor cultivation | $102,626 | $10,005 | $92,621 | |
| Bank charges and taxes | $45,600 | $39,758 | $1,409 | $4,433 |
| Supplies | $41,970 | $37,206 | $2,545 | $2,219 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,378 | TotalAmt |
| Program Services | $31,888 | ProgramServicesAmt |
| Management And General | $7,761 | ManagementAndGeneralAmt |
| Fundraising | $4,729 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,049,629 | TotalAmt |
| Program Services | $3,254,466 | ProgramServicesAmt |
| Management And General | $450,033 | ManagementAndGeneralAmt |
| Fundraising | $345,130 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $984,180 | BOYAmt |
| EOY | $545,343 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,327 | BOYAmt |
| EOY | $2,099,852 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $874,907 | BOYAmt |
| EOY | $1,138,313 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,732 | BOYAmt |
| EOY | $76,429 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,712 | BOYAmt |
| EOY | $133,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $325,934 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $301,133 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,659 | BOYAmt |
| EOY | $24,801 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,165,631 | BOYAmt |
| EOY | $10,027,959 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,985,291 | BOYAmt |
| EOY | $4,407,037 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,165,397 | BOYAmt |
| EOY | $1,127,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,655,836 | BOYAmt |
| EOY | $19,579,822 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,159 | BOYAmt |
| EOY | $117,285 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $973,209 | BOYAmt |
| EOY | $1,022,768 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,634 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,002 | BOYAmt |
| EOY | $1,140,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,310,881 | BOYAmt |
| EOY | $9,124,015 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,430,258 | BOYAmt |
| EOY | $3,470,259 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,828,695 | BOYAmt |
| EOY | $5,845,495 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,569,834 | BOYAmt |
| EOY | $18,439,769 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,655,836 | BOYAmt |
| EOY | $19,579,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $680,176 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $299,879 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$110,120 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,479,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,188,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,017,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,255,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,299,803 | CurrentTaxYearAmt |
| Total | $12,240,572 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,988,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,807,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,639,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,024,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,755,619 | CurrentTaxYearAmt |
| Total | $9,214,981 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $288,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $247,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $582,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $342,350 | CurrentTaxYearAmt |
| Total | $1,699,328 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,756,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,234,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,904,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,861,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,397,772 | CurrentTaxYearAmt |
| Total | $23,154,881 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $578,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $314,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $429,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $600,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $565,355 | CurrentTaxYearAmt |
| Total | $2,488,627 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $578,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $314,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $429,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $600,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $565,355 | CurrentTaxYearAmt |
| Total | $2,488,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,666,254 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $247,450 | CurrentTaxYearAmt |
| Total | $895,858 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $247,450 | CurrentTaxYearAmt |
| Total | $895,858 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,864,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,362,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,090,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,088,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,645,222 | CurrentTaxYearAmt |
| Total | $24,050,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89500 | PublicSupportPY509Pct |
| Investment Income CY | 0.03720 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02890 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $13,235,763 | BeginningYearBalanceAmt |
| Contributions | $393,822 | ContributionsAmt |
| Investment Earnings Or Losses | $544,050 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $277,408 | OtherExpendituresAmt |
| Administrative Expenses | $3,753 | AdministrativeExpensesAmt |
| End Year Balance | $13,892,474 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,238,047 | BeginningYearBalanceAmt |
| Contributions | $523,375 | ContributionsAmt |
| Investment Earnings Or Losses | $740,527 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $262,676 | OtherExpendituresAmt |
| Administrative Expenses | $3,510 | AdministrativeExpensesAmt |
| End Year Balance | $13,235,763 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,352,642 | BeginningYearBalanceAmt |
| Contributions | $53,248 | ContributionsAmt |
| Investment Earnings Or Losses | $1,070,233 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $233,010 | OtherExpendituresAmt |
| Administrative Expenses | $5,066 | AdministrativeExpensesAmt |
| End Year Balance | $12,238,047 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,345,749 | BeginningYearBalanceAmt |
| Contributions | $1,134,519 | ContributionsAmt |
| Investment Earnings Or Losses | $72,497 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $195,535 | OtherExpendituresAmt |
| Administrative Expenses | $4,588 | AdministrativeExpensesAmt |
| End Year Balance | $11,352,642 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,841,208 | BeginningYearBalanceAmt |
| Contributions | $776,561 | ContributionsAmt |
| Investment Earnings Or Losses | -$103,061 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $160,573 | OtherExpendituresAmt |
| Administrative Expenses | $8,386 | AdministrativeExpensesAmt |
| End Year Balance | $10,345,749 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53540 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42080 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04390 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,318 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $323,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $298,815 | DepreciationAmt |
| Book Value | $24,801 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,801 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments - other securities | Desc |
| Book Value | $4,407,037 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,407,037 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Pooled Income Fund | $113,605 |
| Smith Remainder Trust | $149,446 |
| Leasehold Interest | $864,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,127,051 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,082,037 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $299,879 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $52,353 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $352,232 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,729,805 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,729,805 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,212,102 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $52,353 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $110,120 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $162,473 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,049,629 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,049,629 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Association determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of June 30, 2019, the Association has reviewed its tax positions and has concluded no reserve for uncertain tax positions is required. The Association's exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for California. |
| Part XII, Line 2d - Other Adjustments: | Allocation of 990-T expenses |
| Part V, Line 4: | Endowment funds were established to improve the financial stability of the association. The endowment funds held by the association include both donor-restricted endowment funds, and funds designated by the board to function as endowments. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Celebration 2018 | Event1Nm |
| Gross Receipts Event1 | $342,350 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $305,329 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,021 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,145 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,759 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,476 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $342,350 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $305,329 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,021 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,145 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,759 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,476 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,380 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $641 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan Silow | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $153,789 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $5,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $21,211 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,744 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $36,792 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $220,536 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Bonus for officers is determined by employee performance and the financial health of the Symphony. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Form 990 is reviewed by the Executive Director, the Director of Finance and the Chair of the Audit Committee, and is available to the full Board of Directors prior to filing. |
| Form 990, Part VI, Section B, line 12c | Compliance with the conflict of interest policy is monitored and enforced by the governance committee. |
| Form 990, Part VI, Section B, line 15 | The Santa Rosa Symphony Association (SRSA) utlilizes a personnel committee and compensation surveys and studies in determining the reasonableness of compensation of the Executive Director. The Executive Director's compensation must be approved by the Board of Directors. In addition, the SRSA has a wage administration plan which provides that all employees are paid according to the contribution they make to the SRSA's success. Within the capability to do so, they are paid at a level that compares favorably with salaries paid for comparable services in other non-profit organizations. Management reviews salaries annually and makes adjustments based on merit. Adjustments go into effect on July 1, the first day of each new fiscal year or on the initial one year anniversary for new employees. |
| Form 990, Part VI, Section C, line 18 | The Santa Rosa Symphony makes available to the public its Form 990 upon request, with 48 hours notice preferred. |
| Form 990, Part VI, Section C, line 19 | The Santa Rosa Symphony makes available to the public its governing documents upon request, with 48 hours notice preferred. |
| Form 990, Part XI, line 9: | Allocation of expenses to 990-T -110,120. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Santa Rosa Symphony League | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Santa Rosa Avenue Ste 410 | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237064153 | EIN |
| Primary Activities | To raise funds for the Santa Rosa Symphony | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 11 | PublicCharityStatusTxt |
| Controlled Organization | 0 | 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 | Santa Rosa Symphony League | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $22,600 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |