SAN FRANCISCO SYMPHONY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO SYMPHONY (EIN 94-1156284)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-06-24
- IRS object ID
- 202011769349300441
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-24T11:46:06-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO SYMPHONY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4155528000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVIES SYMPHONY HALL 201 VAN NESS | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024585 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH PESCH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4155528000 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2020-06-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.127.87.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-10 | IPDt |
| IP Tm | 13:34:56 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 13CE7C3651C6F89FC986245CBC0BFFDDFA97FED8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAKURAKO FISHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVIES SYMPHONY HALL 201 VAN NESS | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024585 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $139,170,059 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SFSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENRICH, SERVE, AND SHAPE CULTURAL LIFE THROUGHOUT THE SPECTRUM OF BAY AREA COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 70 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 70 | VotingMembersIndependentCnt |
| Total Employee | 1164 | TotalEmployeeCnt |
| Total Volunteers | 1800 | TotalVolunteersCnt |
| Total Gross UBI | $98,825 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $76,799 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,942,469 | PYContributionsGrantsAmt |
| CY Contributions Grants | $42,113,427 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,296,266 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,453,944 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,879,472 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,573,280 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$881,806 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,505,688 | CYOtherRevenueAmt |
| PY Total Revenue | $87,236,401 | PYTotalRevenueAmt |
| CY Total Revenue | $93,634,963 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $125,277 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,859,915 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,749,127 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $127,461 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $117,334 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,410,983 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,878,289 | PYOtherExpensesAmt |
| CY Other Expenses | $26,794,574 | CYOtherExpensesAmt |
| PY Total Expenses | $77,921,165 | PYTotalExpensesAmt |
| CY Total Expenses | $79,786,312 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,315,236 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,848,651 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $348,290,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $340,027,013 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,425,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,704,539 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $321,864,438 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $289,322,474 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SAN FRANCISCO SYMPHONY SETS THE HIGHEST POSSIBLE STANDARD FOR EXCELLENCE IN MUSICAL PERFORMANCE AT HOME AND AROUND THE WORLD; ENRICHES, SERVES, AND SHAPES CULTURAL LIFE THROUGHOUT THE SPECTRUM OF BAY AREA COMMUNITIES; MAINTAINS FINANCIAL STABILITY AND GAINS PUBLIC RECOGNITION AS A MEANS OF ENSURING ITS ABILITY TO FULFILL ITS MISSION. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $62,210,226 | ExpenseAmt |
| Grant | $125,277 | GrantAmt |
| Revenue | $24,577,510 | RevenueAmt |
| Desc | THROUGH ITS ARTISTIC, EDUCATION AND COMMUNITY PROGRAMS, THE SAN FRANCISCO SYMPHONY EACH YEAR SERVES MORE THAN 400,000 BAY AREA RESIDENTS AND VISITORS OF EVERY ECONOMIC AND CULTURAL BACKGROUND IN OVER 200 CONCERTS. THE SYMPHONY ADDITIONALLY REACHES MILLIONS OF OTHERS THROUGHOUT THE UNITED STATES AND ABROAD THROUGH TOURING, RECORDING, THE WEB, AND RADIO AND TELEVISION BROADCASTS.THE GRAMMY AWARD WINNING SAN FRANCISCO SYMPHONY IS REGARDED INTERNATIONALLY AS ONE OF THE FOREMOST AMERICAN ORCHESTRAS. UNDER MUSIC DIRECTOR MICHAEL TILSON THOMAS, THE SYMPHONY OFFERS EXCITING CLASSICAL PROGRAMS WITH INTERNATIONALLY ACCLAIMED GUEST ARTISTS IN ITS 100+ CONCERT SUBSCRIPTION SERIES. OTHER ANNUAL SERIES INCLUDE THE GREAT PERFORMERS SERIES, MUSIC FOR FAMILIES AND THE CHAMBER MUSIC SERIES. IN ADDITION, THE ORCHESTRA OFFERS FREE COMMUNITY CONCERTS, AN ANNUAL SUMMER FESTIVAL, AND DECEMBER HOLIDAY CONCERTS.THE SYMPHONY PROVIDES AN EXTENSIVE ARRAY OF MUSIC EDUCATION PROGRAMS FOR YOUTH AND ADULTS, MOST OF WHICH ARE FREE OF CHARGE. FOR YOUNG CHILDREN, THERE IS ADVENTURES IN MUSIC, A COMPREHENSIVE MUSIC EDUCATION PROGRAM IN EVERY SAN FRANCISCO PUBLIC ELEMENTARY SCHOOL SERVING OVER 25,000 CHILDREN AND CONCERTS FOR KIDS, REACHING NEARLY 35,000 SCHOOL CHILDREN EACH YEAR FROM AROUND THE GREATER BAY AREA. OTHER PROGRAMS INCLUDE A SPECIAL WEB SITE FOR CHILDREN, WWW.SFSKIDS.ORG, OFFERING YOUNGSTERS AROUND THE WORLD AN INTRODUCTION TO MUSIC, THE INSTRUMENT TRAINING PROGRAM FOR MIDDLE AND HIGH SCHOOL MUSIC STUDENTS; THE HOWARD SKINNER STUDENT FORUM, OFFERING GREATLY DISCOUNTED TICKETS TO COLLEGE STUDENTS; AND FREE TICKETS FOR HIGH SCHOOL AND COLLEGE MUSIC STUDENTS. FOR ADULTS, THE SYMPHONY PRESENTS INSIDE MUSIC TALKS, WHICH ARE FREE OF CHARGE BEFORE EACH CONCERT. OTHER PROGRAMS REACH ECONOMICALLY DISADVANTAGED BAY AREA RESIDENTS AND INCLUDE FREE OUTDOOR CONCERTS AND SEVERAL PROGRAMS DISTRIBUTING DISCOUNTED AND COMPLIMENTARY TICKETS. THE SYMPHONY'S WIDE-RANGING RECORDING AND MEDIA PROJECTS MAKE CLASSICAL MUSIC MORE ACCESSIBLE TO PEOPLE OF ALL AGES AND BACKGROUNDS, INCLUDING A NATIONAL PBS-TV SERIES OF DOCUMENTARIES AND CONCERTS, NATIONALLY SYNDICATED RADIO PROGRAMS, AND INTERACTIVE WEBSITES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,386,332 | ExpenseAmt |
| Revenue | $1,936,189 | RevenueAmt |
| Desc | IN PARTNERSHIP WITH THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT, THE SAN FRANCISCO SYMPHONY PROVIDES COMPREHENSIVE MUSIC EDUCATION TO EVERY STUDENT IN GRADES 1-5 IN SAN FRANCISCO'S PUBLIC ELEMENTARY SCHOOLS THROUGH ADVENTURES IN MUSIC, AND SUPPORTS EVERY PUBLIC MIDDLE AND HIGH SCHOOL BAND AND ORCHESTRA PROGRAM THROUGH MUSIC AND MENTORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $66,596,558 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | 256 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1164 | 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 |
| 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 | 70 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 70 | 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 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDI SANDERLIN CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155528000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVIES SYMPHONY HALL 201 VAN NESS | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024585 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (82 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SAKURAKO FISHER | |||||||
| PRESIDENT | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PRISCILLA B GEESLIN | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GORRETTI LO LUI | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| A JOHN GAMBS | |||||||
| VICE PRESIDENT/TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LYDIA I BEEBE | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AIDA M ALVAREZ | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.90 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ANDERS | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| NANCY H BECHTLE | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.30 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J BERGER | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.90 | Yes (X) | $0 | $0 | $0 | ||
| ATHENA T BLACKBURN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA B BLANK | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.40 | Yes (X) | $0 | $0 | $0 | ||
| CAROL CASEY | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN CASH | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| IRIS CHAN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.58 | Yes (X) | $0 | $0 | $0 | ||
| JOHN S CHEN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT COHLER | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET LIU COLLINS | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| NANCY R CONNER | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN COOPERMAN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE BEIGEL CORASH | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| MRS ROBERT A CORRIGAN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL L COVINGTON | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA DENNING | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY C FALVEY | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| MRS DONALD G FISHER | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY A FRANCIS | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| DAVID A FRIEDBERG | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| GORDON P GETTY | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D GOLDMAN | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.30 | Yes (X) | $0 | $0 | $0 | ||
| JIM HENRY | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.30 | Yes (X) | $0 | $0 | $0 | ||
| BASHEER JANJUA | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.38 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY E JOHNSON | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.96 | Yes (X) | $0 | $0 | $0 | ||
| MARK A JUNG | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDI KANTER | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MRS WILLIAM R KIMBALL | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| F CURT KIRSCHNER | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.70 | Yes (X) | $0 | $0 | $0 | ||
| METTA KRACH | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.40 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE E LAMOND | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA LEE-HOFFMANN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MAX LEVCHIN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED M LEVIN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| MARYON DAVIES LEWIS | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC X LI | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.90 | Yes (X) | $0 | $0 | $0 | ||
| DR RAYMOND K Y LI | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC T MACAULAY | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.39 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA MACIEIRA-KAUFMANN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE MATTISON | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J WILLIAM MORRIS III | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT G O'DONNELL | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| MRS JAMES C PARAS | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| MARK C PERRY | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| KAUSIK RAJGOPAL | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.40 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD M ROSENBERG | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERIC M SEEGAL | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| MRS GEORGE P SHULTZ | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRINE SORENSEN | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.90 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT B THOMPSON | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACHARY TOWNSEND | |||||||
| MEMBER, BOARD OF GOVERNORS | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT R TUFTS | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| M ISABEL VALDES | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| JACK WILLIAM VAN GEEM | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GE WANG | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J WEBER | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| ANITA L WORNICK | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| JEFF BLEICH LEFT 1218 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM FITZPATRICK LEFT 1218 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA B PRETLOW LEFT 1218 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA SUGHRUE SPRINCIN LEFT 1218 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY TROUSSET LEFT 1218 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.40 | Yes (X) | $0 | $0 | $0 | ||
| JEFF BHARKHDA START 119 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEROME GUILLEN START 119 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF HAN START 119 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT MATTHEWS START 119 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE MCCOY START 119 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL PIERCE START 119 | |||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HANSON | |||||||
| CEO | 60.00 | Yes (X) | $930,718 | $0 | $37,389 | ||
| JAMES KIRK | |||||||
| CFO | 60.00 | Yes (X) | $243,030 | $0 | $35,651 | ||
| ALEXANDER BARANTSCHIK | |||||||
| CONCERTMASTER | 60.00 | $541,346 | $0 | $46,530 | Yes (X) | ||
| EUGENE IZOTOV | |||||||
| PRINCIPAL OBOE | 60.00 | $347,018 | $0 | $46,530 | Yes (X) | ||
| SCOTT PINGEL | |||||||
| PRINCIPAL BASS | 60.00 | $308,995 | $0 | $19,102 | Yes (X) | ||
| EDWARD STEPHAN | |||||||
| PRINCIPAL TIMPANI | 60.00 | $300,808 | $0 | $12,199 | Yes (X) | ||
| MARK INOUYE | |||||||
| PRINCIPAL TRUMPET | 60.00 | $291,386 | $0 | $46,530 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,963,301 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $243,931 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 133 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MTT INC | |||||
| 1675 BROADWAY 20TH FLOOR | NEW YORK | NY | 10019 | CONDUCTOR | $2,139,720 |
| EVENTS MANAGEMENT INC | |||||
| 2525 16TH STREET SUITE 311 | SAN FRANCISCO | CA | 94103 | CATERER | $699,524 |
| COLUMBIA ARTISTS MGMT LLC | |||||
| 1790 BROADWAY 16TH FLOOR | NEW YORK | NY | 10019 | ARTIST AGENT | $629,638 |
| HEARST COMMUNICATIONS SAN FRANCISCO CHR | |||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 941032988 | ADVERTISING | $532,920 |
| OPUS 3 ARTISTS | |||||
| 470 PARK AVENUE SOUTH 9TH FLOOR | NEW YORK | NY | 10016 | ARTIST AGENT | $526,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $4,114,968 | FundraisingAmt |
| Government Grants | $4,202,883 | GovernmentGrantsAmt |
| All Other Contributions | $33,795,576 | AllOtherContributionsAmt |
| Noncash Contributions | $2,001,933 | NoncashContributionsAmt |
| Total Contributions | $42,113,427 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT & RELATED REVE | 711130 | $26,130,677 | $26,130,677 |
| VOLUNTEER COUNCIL | 711130 | $234,263 | $234,263 |
| SFS MEDIA | 515100 | $89,004 | $89,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,453,944 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,395,583 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $35,582 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,360,001 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,908 | TotalRevenueColumnAmt |
| Exclusion | $9,908 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $63,243 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $63,243 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,243 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $63,243 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,270,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,092,303 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,177,697 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,177,697 | TotalRevenueColumnAmt |
| Exclusion | $21,177,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $836,561 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,114,968 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,506,871 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,670,310 | TotalRevenueColumnAmt |
| Exclusion | -$1,670,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $995,677 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $935,922 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,755 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,755 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $31,716 | TotalRevenueColumnAmt |
| Exclusion | $31,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,716 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,634,963 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,513,699 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $98,825 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,909,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,277 | TotalAmt |
| Program Services | $125,277 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,191,684 | TotalAmt |
| Management And General | $827,518 | ManagementAndGeneralAmt |
| Fundraising | $364,166 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,189,642 | TotalAmt |
| Program Services | $36,388,097 | ProgramServicesAmt |
| Management And General | $1,865,793 | ManagementAndGeneralAmt |
| Fundraising | $1,935,752 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,891,320 | TotalAmt |
| Program Services | $2,608,320 | ProgramServicesAmt |
| Management And General | $225,780 | ManagementAndGeneralAmt |
| Fundraising | $57,220 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,744,181 | TotalAmt |
| Program Services | $4,961,641 | ProgramServicesAmt |
| Management And General | $489,154 | ManagementAndGeneralAmt |
| Fundraising | $293,386 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,732,300 | TotalAmt |
| Program Services | $2,325,176 | ProgramServicesAmt |
| Management And General | $210,043 | ManagementAndGeneralAmt |
| Fundraising | $197,081 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,921 | TotalAmt |
| Program Services | $618,219 | ProgramServicesAmt |
| Management And General | $10,702 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,150 | TotalAmt |
| Management And General | $82,150 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,247 | TotalAmt |
| Management And General | $243,247 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,400 | TotalAmt |
| Management And General | $49,400 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,334 | TotalAmt |
| Fundraising | $117,334 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,320 | TotalAmt |
| Management And General | $349,320 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,763,176 | TotalAmt |
| Program Services | $7,969,160 | ProgramServicesAmt |
| Management And General | $195,016 | ManagementAndGeneralAmt |
| Fundraising | $599,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,599,664 | TotalAmt |
| Program Services | $3,315,304 | ProgramServicesAmt |
| Fundraising | $284,360 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,348 | TotalAmt |
| Program Services | $406,011 | ProgramServicesAmt |
| Management And General | $130,623 | ManagementAndGeneralAmt |
| Fundraising | $281,714 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,120 | TotalAmt |
| Program Services | $139,598 | ProgramServicesAmt |
| Management And General | $522,104 | ManagementAndGeneralAmt |
| Fundraising | $37,418 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,334 | TotalAmt |
| Program Services | $5,334 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713,648 | TotalAmt |
| Program Services | $942,009 | ProgramServicesAmt |
| Management And General | $693,149 | ManagementAndGeneralAmt |
| Fundraising | $78,490 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,073,692 | TotalAmt |
| Program Services | $2,850,093 | ProgramServicesAmt |
| Management And General | $86,756 | ManagementAndGeneralAmt |
| Fundraising | $1,136,843 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,239,914 | TotalAmt |
| Program Services | $2,239,914 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $2,436,252 | $1,008,839 | $746,861 | $680,552 |
| CONCERT PRODUCTION | $1,092,388 | $693,566 | $51,155 | $347,667 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,786,312 | TotalAmt |
| Program Services | $66,596,558 | ProgramServicesAmt |
| Management And General | $6,778,771 | ManagementAndGeneralAmt |
| Fundraising | $6,410,983 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,945,083 | BOYAmt |
| EOY | $3,867,069 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,517,828 | BOYAmt |
| EOY | $297,578 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,408,922 | BOYAmt |
| EOY | $15,989,403 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,841 | BOYAmt |
| EOY | $4,280,629 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,445 | BOYAmt |
| EOY | $544,444 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,931,767 | BOYAmt |
| EOY | $2,638,954 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,727 | BOYAmt |
| EOY | $368,119 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,514,314 | BOYAmt |
| EOY | $2,620,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,247,978 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,765,854 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,360,205 | BOYAmt |
| EOY | $17,482,124 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,727,859 | BOYAmt |
| EOY | $210,695,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,823,828 | BOYAmt |
| EOY | $72,948,970 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,145,271 | BOYAmt |
| EOY | $8,294,240 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,290,090 | BOYAmt |
| EOY | $340,027,013 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,636,877 | BOYAmt |
| EOY | $5,934,621 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,481,606 | BOYAmt |
| EOY | $11,188,319 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,085 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,226,084 | BOYAmt |
| EOY | $32,581,599 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,425,652 | BOYAmt |
| EOY | $50,704,539 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,071,711 | BOYAmt |
| EOY | -$4,112,783 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,537,990 | BOYAmt |
| EOY | $15,640,467 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,254,737 | BOYAmt |
| EOY | $277,794,790 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,864,438 | BOYAmt |
| EOY | $289,322,474 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,290,090 | BOYAmt |
| EOY | $340,027,013 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,848,651 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,992,193 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,839,685 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$22,558,737 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,646,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,602,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,263,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,942,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,113,427 | CurrentTaxYearAmt |
| Total | $176,568,418 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,646,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,602,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,263,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,942,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,113,427 | CurrentTaxYearAmt |
| Total | $176,568,418 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $30,174,043 | SubstantialContributorsTotAmt |
| Public Support Total170 | $146,394,375 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,522,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,139,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,897,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,860,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,360,001 | CurrentTaxYearAmt |
| Total | $23,781,154 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $373,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $495,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,825 | CurrentTaxYearAmt |
| Total | $1,184,672 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,361,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $917,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $842,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $907,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $878,185 | CurrentTaxYearAmt |
| Total | $4,906,884 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $206,441,128 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $152,932,436 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62890 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $49,400 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $49,400 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,736,912 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,786,312 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $33,248 | CurrentYearMinus3Amt |
| Current Year Minus2 | $36,361 | CurrentYearMinus2Amt |
| Current Year Minus1 | $18,750 | CurrentYearMinus1Amt |
| Current Year | $49,400 | CurrentYearAmt |
| Total | $137,759 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $141,500 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | REPLICA FOR ANNUAL POSTER | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $301,999,893 | BeginningYearBalanceAmt |
| Contributions | $785,026 | ContributionsAmt |
| Investment Earnings Or Losses | $4,104,155 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,250,126 | OtherExpendituresAmt |
| End Year Balance | $280,638,948 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $314,808,035 | BeginningYearBalanceAmt |
| Contributions | $6,910,962 | ContributionsAmt |
| Investment Earnings Or Losses | $26,116,171 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,835,275 | OtherExpendituresAmt |
| End Year Balance | $301,999,893 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $303,916,391 | BeginningYearBalanceAmt |
| Contributions | $5,532,430 | ContributionsAmt |
| Investment Earnings Or Losses | $36,874,167 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,514,953 | OtherExpendituresAmt |
| End Year Balance | $314,808,035 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,415,006 | BeginningYearBalanceAmt |
| Contributions | $4,305,898 | ContributionsAmt |
| Investment Earnings Or Losses | $19,803,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,608,054 | OtherExpendituresAmt |
| End Year Balance | $303,916,391 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $312,220,543 | BeginningYearBalanceAmt |
| Contributions | $2,865,945 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,729,305 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,942,177 | OtherExpendituresAmt |
| End Year Balance | $297,415,006 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97330 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,392,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,324,894 | DepreciationAmt |
| Book Value | $4,067,822 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,585,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,440,960 | DepreciationAmt |
| Book Value | $13,144,507 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $269,795 | OtherCostOrOtherBasisAmt |
| Book Value | $269,795 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,482,124 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS AND OTHERS | Desc |
| Book Value | $72,948,970 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $72,948,970 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITES TO BENEFICIARY OF SPLIT INT. AGREEMENTS | $3,131,993 |
| PENSION BENEFIT LIABILITIES | $29,449,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,581,599 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $73,130,679 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$21,992,193 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $266,280 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,570,949 | OtherRevenueAmt |
| Revenue Not Reported | -$20,154,964 | RevenueNotReportedAmt |
| Revenue Subtotal | $93,285,643 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $349,320 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $349,320 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $93,634,963 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $81,274,221 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $266,280 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,570,949 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,837,229 | ExpensesNotReportedAmt |
| Expenses Subtotal | $79,436,992 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $349,320 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $349,320 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,786,312 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SYMPHONY'S ENDOWMENT PLAYS A VITAL ROLE IN PROVIDING THE FINANCIAL SUPPORT AND STABILITY THAT FURTHER THE SYMPHONY'S MISSION: TO SET THE HIGHEST POSSIBLE STANDARD IN MUSICAL PERFORMANCE AND TO SERVE AND SHAPE CULTURAL LIFE THROUGHOUT THE BAY AREA'S DIVERSE COMMUNITIES. THE SYMPHONY'S ENDOWMENT PROVIDES A STEADY, STABLE, AND PREDICTABLE REVENUE STREAM THAT ALLOWS US TO PLAN FOR THE SYMPHONY'S ENRICHING PROGRAMS. |
| PART X, LINE 2: | THE SFS IS A NONPROFIT ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE STATE OF CALIFORNIA EQUIVALENT LEGISLATION AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON INCOME RELATED TO ITS TAX-EXEMPT PURPOSE. THE SFS EVALUATED ITS CURRENT TAX POSITIONS AND CONCLUDED THAT AS OF AUGUST 31, 2019 AND 2018, THE SFS DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. FOR STATE TAX PURPOSES, THE SFS IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2015. FOR FEDERAL TAX PURPOSES, THE SFS IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 2,506,871. COST OF GOODS SOLD -935,922. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 2,506,871. COST OF GOODS SOLD -935,922. |
| SCHEDULE D PART V LINE 1E COLUMN A | AS A RESULT OF MARKET DECLINES, THE FAIR VALUE OF THE DONOR-RESTRICTED ENDOWMENTS MAY FALL BELOW ORIGINAL CONTRIBUTED VALUE. DEFICIENCIES CAN RESULT FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCUR WHILE CONTINUED APPROPRIATIONS ARE DEEMED PRUDENT BY THE BOARD. SFS HAS ONE FUND WITH AN AGGREGATE MARKET VALUE OF $2,312 AT AUGUST 31, 2019 THAT IS BELOW THE VALUES OF THE ORIGINAL GIFTS AND IT WILL NOT DRAW ON SUCH FUND UNTIL THE BALANCE IS RESTORED TO THAT OF THE ORIGINAL GIFTS. THERE WAS NO SUCH FUND AS AUGUST 31, 2018. THESE UNREALIZED LOSSES HAVE BEEN RECORDED AS REDUCTIONS IN NET ASSETS WITH DONOR RESTRICTIONS. FUTURE MARKET GAINS WILL BE USED TO RESTORE THIS REDUCTION IN NET ASSETS. FOR FINANCIAL REPORTING PURPOSES, DONOR-RESTRICTED ENDOWMENT FUND APPRECIATION, GAINS, AND INCOME EXCEEDING DONOR RESTRICTIONS ARE CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE BOARD. UPON APPROPRIATION, APPRECIATION AND EARNINGS ARE RECLASSIFIED AS NET ASSETS WITHOUT DONOR RESTRICTIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PASSIVE INVESTMENTS | $18,116,379 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PASSIVE INVESTMENTS | $26,560,261 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PASSIVE INVESTMENTS | $36,027,790 |
| NORTH AMERICA | 0 | 0 | PASSIVE INVESTMENTS | $7,418,508 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PASSIVE INVESTMENTS | $1,008,350 |
| SOUTH AMERICA | 0 | 0 | PASSIVE INVESTMENTS | $3,810,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $92,941,671 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $92,941,671 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTSMARKETING SERVICES | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 KING STREET EAST SUITE 500 | AddressLine1Txt |
| City | TORONTO | CityNm |
| Country | CA | CountryCd |
| Foreign Postal | M5A 4L5 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULT & SOLICIT FOR TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $247,922 | GrossReceiptsAmt |
| Retained By Contractor | $117,334 | RetainedByContractorAmt |
| Net To Organization | $130,588 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $247,922 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $117,334 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $130,588 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPENING GALA | Event1Nm |
| Gross Receipts Event1 | $3,432,978 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,016,895 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $416,083 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,490 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,647,040 | OtherDirectExpensesEvent1Amt |
| Event2 | DECK THE HALL CHRISTMAS | Event2Nm |
| Gross Receipts Event2 | $646,131 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $379,367 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $266,764 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $19,900 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $326,986 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $872,420 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $718,706 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $153,714 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,375 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $480,080 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,951,529 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,114,968 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $836,561 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $52,765 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,454,106 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,506,871 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,670,310 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AP GIANNINI MIDDLE SCHOOL | |||||||||
| 3151 ORTEGA STREET | SAN FRANCISCO | CA | 94122 | 946000416 | GOVERNMENT | $18,771 | FMV | TICKETS | TO PROVIDE THE COMMUNITY FREE ACCESS TO SELECT SYMPHONY PERFORMANCES |
| PRESIDIO MIDDLE SCHOOL | |||||||||
| 450 30TH AVENUE | SAN FRANCISCO | CA | 94121 | 946000416 | GOVERNMENT | $18,656 | FMV | TICKETS | TO PROVIDE THE COMMUNITY FREE ACCESS TO SELECT SYMPHONY PERFORMANCES |
| VETERAN TICKETS FOUNDATION | |||||||||
| 1255 W RIO SALADO | TEMPE | AZ | 85281 | 262291955 | 501(C)(3) | $87,850 | FMV | TICKETS | TO PROVIDE VETERANS FREE ACCESS TO SYMPHONY PERFORMANCES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SYMPHONY DONATES TICKETS TO VARIOUS ORGANIZATIONS, PREDOMINANTLY RELATED TO EDUCATION. SYMPHONY STAFF MEMBER(S) WORK DIRECTLY WITH THE SCHOOLS AND ATTEND CONCERTS TO PERSONALLY WELCOME THE TEACHERS AND STUDENTS WHO ARE ATTENDING THESE CONCERTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK HANSON | ||||||||||||||
| CEO | $867,308 | $0 | $0 | $0 | $63,410 | $0 | $0 | $0 | $37,389 | $0 | $968,107 | $0 | $0 | $0 |
| JAMES KIRK | ||||||||||||||
| CFO | $242,832 | $0 | $0 | $0 | $198 | $0 | $7,124 | $0 | $28,527 | $0 | $278,681 | $0 | $0 | $0 |
| ALEXANDER BARANTSCHIK | ||||||||||||||
| CONCERTMASTER | $539,822 | $0 | $0 | $0 | $1,524 | $0 | $0 | $0 | $46,530 | $0 | $587,876 | $0 | $0 | $0 |
| EUGENE IZOTOV | ||||||||||||||
| PRINCIPAL OBOE | $346,838 | $0 | $0 | $0 | $180 | $0 | $0 | $0 | $46,530 | $0 | $393,548 | $0 | $0 | $0 |
| SCOTT PINGEL | ||||||||||||||
| PRINCIPAL BASS | $308,875 | $0 | $0 | $0 | $120 | $0 | $0 | $0 | $19,102 | $0 | $328,097 | $0 | $0 | $0 |
| EDWARD STEPHAN | ||||||||||||||
| PRINCIPAL TIMPANI | $300,688 | $0 | $0 | $0 | $120 | $0 | $0 | $0 | $12,199 | $0 | $313,007 | $0 | $0 | $0 |
| MARK INOUYE | ||||||||||||||
| PRINCIPAL TRUMPET | $291,206 | $0 | $0 | $0 | $180 | $0 | $0 | $0 | $46,530 | $0 | $337,916 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| MARK C HANSON | |||||||
| OFFICER | RELOCATION ASSISTANCE | Yes (X) | $500,000 | $444,444 | 0 | Yes (1) | Yes (1) |
| SCOTT J PINGEL | |||||||
| HIGHEST COMPENSATED EMPLOYEE | HOUSING ASSISTANCE | Yes (X) | $100,000 | $40,000 | 0 | 0 | Yes (1) |
| EDWARD STEPHAN | |||||||
| HIGHEST COMPENSATED EMPLOYEE | HOUSING ASSISTANCE | Yes (X) | $100,000 | $60,000 | 0 | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $544,444 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | SFS'S BOARD-APPROVED AGREEMENT OF AUTHORITY DOES NOT REQUIRE SPECIFIC APPROVAL FROM THE BOARD AND/OR COMMITTEES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,629,921 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | INSTRUMENTS | 1 | $254,274 | FMV |
| Yes (X) | FOOD/GOODS | 10 | $117,738 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 66 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | REFERENCE FORM 990, PART III, LINE 4B FOR DETAILED DESCRIPTION. |
| FORM 990, PART VI, SECTION A, LINE 2 | TWO MEMBERS OF THE BOARD, DORIS FISHER AND SAKURAKO FISHER, ARE RELATED BY MARRIAGE. |
| FORM 990, PART VI, SECTION B, LINE 11B | ON BEHALF OF THE BOARD OF GOVERNORS, THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY TO REVIEW THE SYMPHONY'S FORM 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. THE COMMITTEE IS PROVIDED WITH A COMPLETE COPY OF THE FILING, INCLUDING ALL SUPPORTING SCHEDULES AND ATTACHMENTS. A MEETING OF THE AUDIT COMMITTEE (EITHER IN PERSON OR VIA ELECTRONIC MEANS) SHALL BE HELD TO REVIEW THE 990 FORM WITH MANAGEMENT AND/OR THE PREPARERS. ALL QUESTIONS, COMMENTS AND SUGGESTED REVISIONS SET FORTH BY THE AUDIT COMMITTEE WILL BE DOCUMENTED ALONG WITH THE RESPONSES, IF APPLICABLE, AND THE FILING UPDATED OR REVISED AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SYMPHONY'S CONFLICT OF INTEREST POLICY COVERS MEMBERS OF THE BOARD OF GOVERNORS AND THE EXECUTIVE LEADERSHIP TEAM. THE POLICY IS REVIEWED ANNUALLY BY THE AUDIT COMMITTEE. PER THE POLICY, EACH BOARD MEMBER AND EXECUTIVE TEAM MEMBER COMPLETE AN ANNUAL DISCLOSURE FORM TO IDENTIFY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES COMMITTEE (COMMITTEE) OF THE BOARD OF GOVERNORS DETERMINES THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO), THE MUSIC DIRECTOR, AND THE CHIEF FINANCIAL OFFICER (CFO) OF THE SYMPHONY. THE COMMITTEE WILL MEET ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION AND BENEFIT PACKAGES FOR THE CEO AND CFO. THE COMMITTEE RELIES ON COMPARABILITY DATA PREPARED BY THE DIRECTOR OF HUMAN RESOURCES FOR THE SAME OR SIMILAR POSITIONS IN COMPARABLE ORCHESTRAS IN THE UNITED STATES AND SIMILAR POSITIONS FOR NON-PROFITS IN THE SAN FRANCISCO BAY AREA. SIMILARLY, THE COMMITTEE PROVIDES GUIDELINES FOR NEGOTIATION OF COLLECTIVE BARGAINING AGREEMENTS, INCLUDING TOTAL COST GUIDELINES DEVELOPED IN CONSULTATION WITH THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE REQUIRED ORGANIZATIONAL DOCUMENTS OF THE SYMPHONY WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT DAVIES SYMPHONY HALL DURING NORMAL BUSINESS HOURS AT NO CHARGE. THE PUBLIC INSPECTION COPY OF THE SYMPHONY'S FORM 990 AND THE AUDITED FINANCIAL REPORTS, FROM THE PREVIOUS FIVE YEARS (AT A MINIMUM), WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT DAVIES SYMPHONY HALL DURING NORMAL BUSINESS HOURS AT NO CHARGE. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR FINANCIAL STATEMENTS OR THE FORM 990 BY ANYONE, THE SYMPHONY SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. IN ADDITION, THE SYMPHONY'S FORM 990 IS AVAILABLE TO THE PUBLIC ON THE INTERNET AT GUIDESTAR AND ON THE COMPANY'S MAIN WEBSITE. |
| FORM 990, PART IX, LINE 11G | GUESTS ARTISTS AND CONDUCTORS: PROGRAM SERVICE EXPENSES 5,500,465. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 169,169. TOTAL EXPENSES 5,669,634. CONSULTING: PROGRAM SERVICE EXPENSES 2,468,695. MANAGEMENT AND GENERAL EXPENSES 195,016. FUNDRAISING EXPENSES 429,831. TOTAL EXPENSES 3,093,542. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION BENEFIT LIABILITIES -22,558,737. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENTS: | DURING THE FISCAL YEAR ENDED AUGUST 31, 2019, MANAGEMENT ENGAGED THE ADVICE OF EXTERNAL LEGAL COUNSEL AND CONDUCTED A DETAILED INTERNAL REVIEW OF HISTORICAL GIFT AGREEMENTS AND THE ASSOCIATED ACCOUNTING TREATMENT OF SUCH GIFTS. AS A RESULT OF THIS REVIEW, MANAGEMENT CONCLUDED THAT CERTAIN DONOR DOCUMENTATION COULD BE INTERPRETED AS REQUIRING CLASSIFICATION AS "WITH DONOR RESTRICTIONS" UNDER U.S. GAAP. AS SUCH, CERTAIN PRIOR YEAR GIFTS THAT WERE ORIGINALLY DEEMED WITHOUT DONOR RESTRICTIONS AND INCLUDED AS PART OF THE BOARD DESIGNATED ENDOWMENT, WERE RECATEGORIZED TO THE ENDOWMENT NET ASSETS WITH DONOR RESTRICTIONS BASED ON THE LEGAL INTERPRETATION OF DONOR INTENT. MANAGEMENT ALSO DETERMINED THAT CERTAIN CAPITALIZED COSTS IN PRIOR FISCAL YEARS RELATED TO WORK IN PROGRESS SHOULD HAVE BEEN RECORDED AS EXPENSE. AS A RESULT, PROPERTY AND EQUIPMENT AND NET ASSETS WITHOUT DONOR RESTRICTIONS - PROPERTY FUND WERE RESTATED. |
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