2020-05-13T11:41:58-05:00 2019-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Blvd Ste A Santa Rosa CA 95403 990 2018-07-01 946134075 Santa Rosa Symphony Association SANT 7075467097 50 Santa Rosa Ave No 410 Santa Rosa CA 95404 Alan Silow President & CEO 7075467097 2020-05-12 1 Penny Millar P00140274 7075778806 2020-05-11 184.23.232.130 2020-05-12 13:51:04 PD P 05614305FD36E972557B617B4478A07939BCBF5D 05614305FD36E972557B617B4478A07939BCBF5D 2018 2021-01-29 14:40:06Z Alan Silow 50 Santa Rosa Ave No 410 Santa Rosa CA 95404 6939440 0 X www.santarosasymphony.com X 1928 CA The promotion of the art of symphony music through classical music performances, outreach, and music education. 38 38 283 6 87531 -22589 2255143 2605132 2111730 1843150 230506 280882 18171 641 4615550 4729805 0 0 0 0 2831694 2932153 0 0 345130 1521769 1117476 4353463 4049629 262087 680176 18655836 19579822 1086002 1140053 17569834 18439769 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. 0 0 2545758 1480413 Classical music performances including the classical series, family series, Pops series, special concerts and senior outreach with a total attendance of 36,000. 708708 275206 Music education reaching 30,000 young people in school demonstrations; five youth ensemble programs; summer music academy; and six music programs for schools. 3254466 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 153 0 1 283 1 1 1 0 0 0 0 1 1 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Kathleen Gebhardt 7075467097 50 Santa Rosa Ave 410 Santa Rosa CA 95404 Jamei Haswell Chairman 2.00 X X 0 0 0 Linda Castiglioni Secretary 2.00 X X 0 0 0 Jon Stark Treasurer 2.00 X X 0 0 0 Alan Seidenfeld Vice Chairman 2.00 X X 0 0 0 Sara Woodfield Immediate Past Chairman 2.00 X X 0 0 0 Susan Adams Director 2.00 X 0 0 0 Cory Antipa Orchestra Representative 2.00 X 0 0 0 Hallie Beacham Director 2.00 X 0 0 0 Marty Behr Director 2.00 X 0 0 0 Gordon Blumenfeld Director 2.00 X 0 0 0 Keven Brown Director 2.00 X 0 0 0 Corinne Byrd Director 2.00 X 0 0 0 Nancy Doyle Director 2.00 X 0 0 0 Susan Dzieza Director 2.00 X 0 0 0 Betty Ferris Director 2.00 X 0 0 0 Judith Gappa Director 2.00 X 0 0 0 James Hinton Director 2.00 X 0 0 0 Mark Jacobson Director 2.00 X 0 0 0 Sara Kozel Director 2.00 X 0 0 0 Andy Lewis Orchestra Representative 2.00 X 0 0 0 Betha MacClain Director 2.00 X 0 0 0 Valerie Marshall Director 2.00 X 0 0 0 Alan Mason Director 2.00 X 0 0 0 Kirk McAfee Director 2.00 X 0 0 0 Robert Melder Director 2.00 X 0 0 0 Shelby Milanez Director 2.00 X 0 0 0 Carol Spindler O'Hara Director 2.00 X 0 0 0 Alan Poster Director 2.00 X 0 0 0 Sean Pryden Director 2.00 X 0 0 0 John Reed Director 2.00 X 0 0 0 Jackie Reinhardt League Representative 2.00 X 0 0 0 Harry Rubins Director 2.00 X 0 0 0 Jacques Schlumberger Director 2.00 X 0 0 0 Barry Silberg Director 2.00 X 0 0 0 Irene Sohm Director 2.00 X 0 0 0 David Stare Director 2.00 X 0 0 0 Eunice Valentine Director 2.00 X 0 0 0 Jerry Wunderlich Director 2.00 X 0 0 0 Alan Silow President & CEO 40.00 X 180000 0 40536 Judy Bruce Director of Finance 40.00 X 93195 0 8347 Tim Beswick Director of Artistic Operations 40.00 X 87297 0 20083 360492 0 68966 1 0 1 0 American Council for International Studi 343 Congress St Ste 3100 Boston MA 02210 Educational tour 253265 Sonoma State University 1801 East Cotati Ave Rohnert Park CA 94928 Parking, catering, and benefit concert 244314 50SRA Partners LP JKL Corporation SRA 39510 Paseo Padre Pkwy 200 Fremont CA 94538 Lease of facilities 102581 3 305329 174600 2125203 18045 2605132 Ticket sales 711190 1141622 1141622 Concert performance fees 711190 288729 288729 Education revenue 711190 275206 275206 Program advertising 541800 87531 87531 Ticket handling fees 711190 32258 32258 17804 17804 1843150 247450 247450 2206687 2173255 33432 33432 33432 37021 305329 36380 641 641 4729805 1755619 87531 281523 444694 110274 334420 2092223 1920230 12855 159138 107688 102401 225 5062 139117 114262 1525 23330 148431 117775 19673 10983 43303 8902 33415 986 229150 223961 5189 10812 7632 1272 1908 270588 216957 20864 32767 9730 8232 599 899 17324 12993 3465 866 Production costs 301995 301995 Donor cultivation 102626 10005 92621 Bank charges and taxes 45600 39758 1409 4433 Supplies 41970 37206 2545 2219 44378 31888 7761 4729 4049629 3254466 450033 345130 984180 545343 1276327 2099852 874907 1138313 87732 76429 99712 133037 325934 301133 16659 24801 10165631 10027959 3985291 4407037 1165397 1127051 18655836 19579822 109159 117285 973209 1022768 3634 0 1086002 1140053 X 8310881 9124015 3430258 3470259 5828695 5845495 17569834 18439769 18655836 19579822 X 680176 299879 -110120 X 0 1 X 1 0 X 2479295 3188838 2017493 2255143 2299803 12240572 1988667 1807325 1639203 2024167 1755619 9214981 288759 238150 247550 582519 342350 1699328 4756721 5234313 3904246 4861829 4397772 23154881 578679 314572 429900 600121 565355 2488627 0 578679 314572 429900 600121 565355 2488627 20666254 107496 127996 186594 226322 247450 895858 107496 127996 186594 226322 247450 895858 4864217 5362309 4090840 5088151 4645222 24050739 0.85930 0.89500 0.03720 0.02890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13235763 393822 544050 277408 3753 13892474 12238047 523375 740527 262676 3510 13235763 11352642 53248 1070233 233010 5066 12238047 10345749 1134519 72497 195535 4588 11352642 9841208 776561 -103061 160573 8386 10345749 0.53540 0.42080 0.04390 0 0 2318 2318 0 323616 298815 24801 24801 Investments - other securities 4407037 F 4407037 Pooled Income Fund 113605 Smith Remainder Trust 149446 Leasehold Interest 864000 1127051 X 5082037 299879 52353 352232 4729805 0 4729805 4212102 52353 110120 162473 4049629 0 4049629 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. Celebration 2018 342350 305329 37021 1000 25145 1759 8476 342350 305329 37021 1000 25145 1759 8476 36380 641 X X X 0 0 0 0 0 0 0 1 0 Alan Silow President & CEO 153789 0 5000 0 21211 0 3744 0 36792 0 220536 0 0 0 Part I, Line 7 Bonus for officers is determined by employee performance and the financial health of the Symphony. 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. Santa Rosa Symphony League 50 Santa Rosa Avenue Ste 410 Santa Rosa CA 95404 237064153 To raise funds for the Santa Rosa Symphony CA 501(c)(3) Line 11 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Santa Rosa Symphony League C 22600 Cash