2019-05-22T16:54:37-05:00 2018-06-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2017-07-01 951805452 PHILHARMONIC SOCIETY OF ORANGE COUNTY PHIL 9495532422 2082 BUSINESS CENTER DRIVE NO 100 IRVINE CA 926121151 THOMAS PHILLIPS PRESIDENT 9495532422 2019-05-21 1 RICK SMETANKA P01677376 9494506200 216.73.111.4 2019-05-21 08:59:47 PD P 6D7510648C41C86CF617460AFBEAAF85574F14DA 6D7510648C41C86CF617460AFBEAAF85574F14DA 2017 2019-02-21 02:37:17Z THOMAS PHILLIPS 2082 BUSINESS CENTER DRIVE 100 IRVINE CA 926121151 5253014 0 X WWW.PHILHARMONICSOCIETY.ORG X 1954 CA PROMOTE MUSICAL APPRECIATION 21 21 22 800 0 0 2763345 2277243 2303906 2344651 3519 1309 -10011 278356 5060759 4901559 0 0 0 0 1143183 1259274 0 0 860888 3402685 3641474 4545868 4900748 514891 811 2767962 2591233 1178180 1096530 1589782 1494703 THE MISSION OF THE PHILHARMONIC SOCIETY OF ORANGE COUNTY IS TO FOSTER AN APPRECIATION FOR MUSIC BY PRESENTING NATIONAL AND INTERNATIONAL PERFORMANCES OF THE HIGHEST QUALITY WHILE ALSO PROVIDING DYNAMIC AND INNOVATIVE MUSIC EDUCATION PROGRAMS FOR INDIVIDUALS OF ALL AGES 0 0 2831856 1641355 CONCERTS-SPONSORS WORLD CLASS ORCHESTRAS AND OTHER MUSICAL PERFORMANCES FOR ARTISTIC AND MUSICAL ENRICHMENT OF ORANGE COUNTY, CA 662404 703296 YOUTH PROGRAMS-SPONSORS FREE MUSICAL CONCERTS, PROGRAMS, AND EDUCATION TO PROMOTE MUSICAL APPRECIATION TO ORANGE COUNTY SCHOOL CHILDREN 3494260 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 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 57 0 1 22 1 0 0 0 0 0 1 1 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 CA X ROAN ALOMBRO 9495532422 2085 BUSINESS CENTER DRIVE 100 IRVINE CA 926121151 NOEL HAMILTON IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 SABRA BORDAS DIRECTOR 1.00 X 0 0 0 STEPHEN AMENDT SECRETARY/TREASURER 1.00 X X 0 0 0 JOANNE FERNBACH DIRECTOR 1.00 X 0 0 0 MARGARET GATES DIRECTOR 1.00 X 0 0 0 DONNA KENDALL DIRECTOR 1.00 X 0 0 0 BARBARA ROBERTS DIRECTOR 1.00 X 0 0 0 DAVID TROOB DIRECTOR 1.00 X 0 0 0 JANE K GRIER DIRECTOR 1.00 X 0 0 0 ELAINE P NEUSS DIRECTOR 1.00 X 0 0 0 DOUGLAS H SMITH DIRECTOR 1.00 X 0 0 0 DR DANIEL STEIN DIRECTOR 1.00 X 0 0 0 JOHN W BENECKE DIRECTOR 1.00 X 0 0 0 KIMBERLY BERNATZ CHAIRPERSON 1.00 X X 0 0 0 HUNG FAN DIRECTOR 1.00 X 0 0 0 JOHN FLEMMING DIRECTOR 1.00 X 0 0 0 MARLENE NIELSEN DIRECTOR 1.00 X 0 0 0 JUDY MICHEL DIRECTOR 1.00 X 0 0 0 RANDE SHAFFER DIRECTOR 1.00 X 0 0 0 DOUGLAS BURCH DIRECTOR 1.00 X 0 0 0 MARY CHELIUS DIRECTOR 1.00 X 0 0 0 CHANTEL CHEN-UCHIDA DIRECTOR 1.00 X 0 0 0 JOHN MAGNUM PAST PRESIDENT 40.00 X 210529 0 0 THOMAS PHILLIPS PRESIDENT 40.00 X 0 0 0 210529 0 0 1 0 1 0 COLUMBIA ARTISTS MANAGEMENT 5 COLUMBUS CIRCLE 1790 BROADWAY NEW YORK NY 10019 ARTIST FEES 235000 CHICAGO SYMPHONY 220 S MICHIGAN AVE CHICAGO IL 60604 ARTIST FEES 210000 OPUS 3 ARTISTS LLC 5670 WHILSHIRE BLVD SUITE 1790 LOS ANGELES CA 90036 ARTIST FEES 174500 LA PHILHARMONIC ASSOCIATION 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 ARTIST FEES 140000 SAN FRANCISCO SYMPHONY 201 VAN NESS AVE SAN FRANCISCO CA 94102 ARTIST FEES 140000 5 98762 172967 11900 1993614 2277243 CONCERT TICKETS 711130 1641355 1641355 EDUCATION AND SUPPORT 900099 703296 703296 2344651 1309 1309 629811 172967 351455 278356 278356 4901559 2344651 0 279665 215059 47139 95232 72688 797758 465375 129901 202482 163183 94646 19582 48955 83274 48299 9993 24982 29181 29181 303620 303620 73685 7823 48563 17299 85575 52190 33385 70610 70610 64 64 14212 14212 10194 10194 2143 2143 18839 18839 CONCERT COSTS 2516520 2043506 473014 EDUCATION PROGRAMS 406734 406734 CREDIT CARD FEES 24928 24928 85169 63701 21468 4900748 3494260 545600 860888 758168 771844 638474 575109 1264280 1101155 26018 48729 49386 56773 218384 212397 0 5987 31636 31636 2767962 2591233 154910 106482 793070 807386 230200 182662 1178180 1096530 X -258162 -111519 1847944 1606222 1589782 1494703 2767962 2591233 X 811 -95890 X 0 1 X 1 0 X 2139494 2352454 2380715 2310278 2277243 11460184 2424941 2147048 2680910 2303906 2344651 11901456 4564435 4499502 5061625 4614184 4621894 23361640 294076 663640 1516276 967734 644804 4086530 0 294076 663640 1516276 967734 644804 4086530 19275110 2549 1401 3914 3519 1309 12692 2549 1401 3914 3519 1309 12692 4566984 4500903 5065539 4617703 4623203 23374332 0.82460 0.83370 0.00050 0.00060 X 50937 53486 104423 790216 -739279 50937 390216 400000 790216 390216 390216 390216 390216 1.00000 0 0 57532 57532 0 160852 154865 5987 5987 X 5021126 119567 119567 4901559 0 4901559 5020315 119567 119567 4900748 0 4900748 PART X, LINE 2: THE SOCIETY EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART V, LINE 4: THE INTENDED USE OF THE FUNDS IS SUBJECT TO THE BOARD APPROVAL. NO PLAN HAS BEEN MADE FOR THE USE. SPRING GALA 152700 99850 52850 14250 19424 26126 CRUISE OF LIGHTS 196837 40357 156480 7064 627 93297 1 453241 32760 420481 17038 1000 172629 802778 172967 629811 38352 21051 292052 351455 278356 X 1 1 X 0 0 0 0 0 0 0 0 0 JOHN MAGNUM PAST PRESIDENT 210529 0 0 0 0 0 0 0 0 0 210529 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS FOR THE PRESIDENT/ ARTISTIC DIRECTOR'S MEMBERSHIP TO THE CENTER CLUB. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWED THE FORM 990 PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES AN AGREED-UPON BUDGET WHICH INCLUDES THE PRESIDENT/ARTISTIC DIRECTOR'S SALARY. EACH YEAR THE BOARD REVIEWS THE AMOUNTS AND LOOKS AT COMPARABLE POSITIONS ALONG WITH CURRENT SALARIES WITH THE GOAL OF MAINTAINING A COMPETITIVE SALARY AT THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFERS TO PHILHARMONIC FOUNDATION OF ORANGE COUNTY -95,890. PHILHARMONIC FOUNDATION OF ORANGE COUNTY 2082 BUSINESS CENTER DRIVE NO100 IRVINE CA 926121151 026138372 SOLICIT DONATIONS ON BEHALF OF THE PHILHARMONIC SOCIETY CA 501 (C) (3) LINE 10 PHILHARMONIC SOCIETY OF ORANGE COUNTY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 PHILHARMONIC FOUNDATION OF ORANGE COUNTY R 95890 FMV PHILHARMONIC FOUNDATION OF ORANGE COUNTY O FMV LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE