BERKELEY SYMPHONY ORCHESTRA: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY SYMPHONY ORCHESTRA (EIN 23-7219508)
- Tax period
- 2017-08-01 to 2018-07-31
- Filed
- 2018-12-14
- IRS object ID
- 201833489349300913
- Schema version
- 2017v2.2
- 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 | 2018-12-14T08:46:19-08:00 | ReturnTs |
| Tax Period End | 2018-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680260103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Regalia & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 Town Country Dr Ste K | AddressLine1Txt |
| City | Danville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237219508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKELEY SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 5108412800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1942 UNIVERSITY AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ren Mandel | PersonNm |
| Person Title | Exec Director | PersonTitleTxt |
| Phone | 5108412800 | PhoneNum |
| Signature | 2018-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas W Regalia | PreparerPersonNm |
| PTIN | P00186389 | PTIN |
| Phone | 9253140390 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Shariq Yosufzai | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1942 University Avenue 207 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,864,650 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERKELEYSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF BERKELEY SYMPHONY IS TO CHAMPION SYMPHONIC MUSIC AS A LIVING ART FORM - CREATING LIVE PERFORMANCE AND EDUCATIONAL PROGRAMS THAT ENGAGE THE INTELLECT, SPARK THE CURIOSITY, AND DELIGHT THE SPIRIT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 157 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,985 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $839,926 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,284,830 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $249,581 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $443,020 | CYProgramServiceRevenueAmt |
| CY Investment Income | $129 | CYInvestmentIncomeAmt |
| PY Other Revenue | $271,033 | PYOtherRevenueAmt |
| CY Other Revenue | -$56,490 | CYOtherRevenueAmt |
| PY Total Revenue | $1,360,540 | PYTotalRevenueAmt |
| CY Total Revenue | $1,671,489 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $818,730 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,078,853 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $235,462 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $383,742 | PYOtherExpensesAmt |
| CY Other Expenses | $478,917 | CYOtherExpensesAmt |
| PY Total Expenses | $1,202,472 | PYTotalExpensesAmt |
| CY Total Expenses | $1,557,770 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $158,068 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $113,719 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $528,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $604,745 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $153,578 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $117,258 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $375,370 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $487,487 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BERKELEY SYMPHONY CONTINUES THE TRADITION OF PRESENTING CONCERT PROGRAMMING TO THE BERKELEY COMMUNITY AND GREATER BAY AREA WITH A FOCUS ON INNOVATION, COMMUNITY, AND EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,044,171 | ExpenseAmt |
| Revenue | $443,020 | RevenueAmt |
| Desc | REGULAR SEASON CONCERTS: THE SYMPHONY PRESENTED FOUR SYMPHONIC CONCERTS AT ZELLERBACH HALL IN BERKELEY AND, NEW THIS YEAR, TWO REPEAT PERFORMANCES AT THE SAN FRANCISCO CONSERVATORY OF MUSIC IN SAN FRANCISCO AS PART OF ITS COMMITMENT TO PROVIDE INNOVATIVE SYMPHONIC PROGRAMMING TO BERKELEY AND THE GREATER BAY AREA. BERKELEY SYMPHONY ALSO PRESENTS FIVE CHAMBER CONCERTS AS PART OF A REGULAR SUBSCRIPTION SERIES NOW. HIGHLIGHTS OF THE LATEST SEASON INCLUDE PERFORMING A WORLD PREMIERE CELLO CONCERTO WRITTEN FOR BERKELEY NATIVE TESSA SEYMOUR AND CONDUCTED BY MUSIC DIRECTOR JOANA CARNEIRO, THE RETURN OF CONRAD TAO TO BERKELEY SYMPHONY, GORDON GETTYS JOAN AND THE BELLS, AND A FULL CAPACITY AUDIENCE FOR THE FINAL CONCERT OF THE SEASON BEETHOVENS NINTH SYMPHONY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $115,912 | ExpenseAmt |
| Desc | EDUCATIONAL OUTREACH: THE SYMPHONY STRIVES TO MAKE THE MUSIC IN THE SCHOOLS PROGRAM UNIQUE AND EXCITING FOR ALL THE CHILDREN INVOLVED BECAUSE THE SYMPHONY RECOGNIZES THE FUNDAMENTAL CONNECTION BETWEEN GREAT MUSIC AND INNOVATION. NOW IN ITS 25TH YEAR, THANKS TO A PARTNERSHIP WITH BERKELEY UNIFIED SCHOOL DISTRICT, BERKELEY SYMPHONYS MUSIC IN THE SCHOOLS PROGRAM SERVES NEARLY 4,600 STUDENTS IN ALL ELEVEN BUSD ELEMENTARY SCHOOLS AND HAS STARTED TO REACH MIDDLE AND HIGH SCHOOL LEVEL CLASSES AS WELL. THE NATIONALLY RECOGNIZED AND AWARD-WINNING MITS PROGRAM RUNS THROUGHOUT THE SCHOOL YEAR AND INCLUDE INTERACTIVE ON-CAMPUS CONCERTS, CLASSROOM VISIT, FOUR FREE FAMILY CONCERTS, AND IM A PERFORMER CONCERTS, FOR WHICH EVERY CLASS LEARNS A SONG TO PERFORM WITH BERKELEY SYMPHONY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-RECURRING CONCERTS AND ACTIVITIES: BERKELEY SYMPHONY MAINTAINS A STRONG AND IMPORTANT PRESENCE IN THE MUSICAL COMMUNITY OF BERKELEY AND BAY AREA THROUGHOUT THE YEAR VIA STRATEGIC PARTNERSHIPS WITH OTHER ARTS ORGANIZATIONS. THIS SEASON WAS HIGHLIGHTED BY THREE FULL PROGRAMS PERFORMED AT BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVES IN CONJUNCTION WITH COMPOSER-IN-RESIDENCE ANNA CLYNE AND THE BERKELEY SOUNDS COMPOSER FELLOWS PROGRAM AS WELL AS THE FUTURE OF ORCHESTRAL CULTURE PROGRAM WITH SAN FRANCISCO CONSERVATORY OF MUSIC. THE ORCHESTRA IS ALSO UTILIZED AS A FOR-HIRE PERFORMANCE GROUP IN RUN-OUT PERFORMANCES SUCH AS MARK MORRISS HARD NUT PRODUCED BY CAL PERFORMANCES AT UC BERKELEY AND AS THE BACKING ORCHESTRA FOR SFCMS ANNUAL CONCERTO COMPETITION CONCERT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,160,083 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 157 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ren Mandel | PersonNm |
| Phone | 5108412800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1942 UNIVERSITY AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Shariq Yosufzai | |||||||
| President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kathleen G Henschel | |||||||
| VP Governance | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John Dewes | |||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gertrude Allen | |||||||
| VP Outreach | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Thomas Z Reicher | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Acquistapace | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sandra Floyd | |||||||
| VP Development | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tricia Swift | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brian James | |||||||
| Secretary | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| William Knuttel | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Janet Maestre | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sandy McCoy | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Paul Bennett | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tom W Richardson | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Deborah Shidler | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michel Taddei | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ren Mandel | |||||||
| Exec Director | 40.00 | 0.00 | Yes (X) | $100,000 | $0 | $8,871 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $8,871 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $318,900 | FundraisingAmt |
| Government Grants | $49,513 | GovernmentGrantsAmt |
| All Other Contributions | $916,417 | AllOtherContributionsAmt |
| Noncash Contributions | $57,369 | NoncashContributionsAmt |
| Total Contributions | $1,284,830 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Advertising | $45,107 | $45,107 |
| Fee for Serice - Run-Out | $197,283 | $197,283 |
| Fee for Service-MITS | $10,000 | $10,000 |
| TICKET SALES | $190,630 | $190,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $443,020 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129 | TotalRevenueColumnAmt |
| Exclusion | $129 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $136,671 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $318,900 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $193,161 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$56,490 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,671,489 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $443,020 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $129 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
| Management And General | $65,000 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,255 | TotalAmt |
| Program Services | $671,965 | ProgramServicesAmt |
| Management And General | $27,294 | ManagementAndGeneralAmt |
| Fundraising | $143,996 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,099 | TotalAmt |
| Program Services | $31,099 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,498 | TotalAmt |
| Program Services | $13,877 | ProgramServicesAmt |
| Management And General | $8,852 | ManagementAndGeneralAmt |
| Fundraising | $14,769 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,001 | TotalAmt |
| Program Services | $47,198 | ProgramServicesAmt |
| Management And General | $7,421 | ManagementAndGeneralAmt |
| Fundraising | $12,382 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,706 | TotalAmt |
| Management And General | $25,706 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,226 | TotalAmt |
| Program Services | $134,226 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,483 | TotalAmt |
| Program Services | $10,594 | ProgramServicesAmt |
| Management And General | $1,457 | ManagementAndGeneralAmt |
| Fundraising | $2,432 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,672 | TotalAmt |
| Program Services | $12,927 | ProgramServicesAmt |
| Management And General | $1,778 | ManagementAndGeneralAmt |
| Fundraising | $2,967 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,288 | TotalAmt |
| Program Services | $28,737 | ProgramServicesAmt |
| Management And General | $3,954 | ManagementAndGeneralAmt |
| Fundraising | $6,597 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,725 | TotalAmt |
| Management And General | $3,437 | ManagementAndGeneralAmt |
| Fundraising | $3,288 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $958 | TotalAmt |
| Management And General | $958 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,026 | TotalAmt |
| Program Services | $2,945 | ProgramServicesAmt |
| Management And General | $405 | ManagementAndGeneralAmt |
| Fundraising | $676 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PRODUCTION | $115,060 | $115,060 | |
| In-kind expense | $57,369 | $19,741 | $37,628 |
| Performance hall rental | $30,914 | $30,914 | |
| MUSIC RENTAL AND ROYALTIES | $12,637 | $12,637 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,853 | TotalAmt |
| Program Services | $3,163 | ProgramServicesAmt |
| Management And General | $15,963 | ManagementAndGeneralAmt |
| Fundraising | $727 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,770 | TotalAmt |
| Program Services | $1,160,083 | ProgramServicesAmt |
| Management And General | $162,225 | ManagementAndGeneralAmt |
| Fundraising | $235,462 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,473 | BOYAmt |
| EOY | $240,469 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,558 | BOYAmt |
| EOY | $16,626 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,103 | BOYAmt |
| EOY | $323,713 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,856 | BOYAmt |
| EOY | $23,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,715 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,715 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,948 | BOYAmt |
| EOY | $604,745 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,656 | BOYAmt |
| EOY | $10,273 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,922 | BOYAmt |
| EOY | $106,985 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,578 | BOYAmt |
| EOY | $117,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,428 | BOYAmt |
| EOY | $135,611 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,942 | BOYAmt |
| EOY | $346,876 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,370 | BOYAmt |
| EOY | $487,487 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,948 | BOYAmt |
| EOY | $604,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $113,719 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,602 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $547,783 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $606,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $839,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,284,830 | CurrentTaxYearAmt |
| Total | $3,994,107 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $547,783 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $606,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $839,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,284,830 | CurrentTaxYearAmt |
| Total | $3,994,107 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,306,210 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,687,897 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $129 | CurrentTaxYearAmt |
| Total | $129 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,994,236 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,336,774 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,715 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,715 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,893,995 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $30,947 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $191,559 | OtherRevenueAmt |
| Revenue Not Reported | $222,506 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,671,489 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,671,489 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,781,878 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $30,947 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $193,161 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $224,108 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,557,770 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,557,770 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | Income TaxesFinancial statement presentation follows the recommendations of ASC 740, Income Taxes. Under ASC 740, the Symphony is required to report information regarding its exposure to various tax positions taken by the organization and requires a two-step process that separates recognition from measurement. The first step is determining whether a tax position has met the recognition threshold; the second step is measuring a tax position that meets the recognition threshold. Management believes that the Symphony has adequately evaluated its current tax positions and has concluded that as of July 31, 2018, the Symphony does not have any uncertain tax positions for which a reserve or an accrual for a tax liability would be necessary.The Symphony has received notification from the Internal Revenue Service and the State of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code, respectively. This exemption is subject to periodic review by the federal and state taxing authorities and management is confident that the organization continues to satisfy all federal and state statutes in order to qualify for continued tax exemption status. The Symphony may periodically receive unrelated business income requiring the organization to file separate tax returns under federal and state statutes. Under such conditions, the Symphony calculates and accrues the applicable taxes payable. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | SPECIAL EVENTS EXPENSES $193161 Change in PV of receivables $-1602 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | SPECIAL EVENTS EXPENSES $193161 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SYMPHONY GALA | Event1Nm |
| Gross Receipts Event1 | $374,011 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $261,808 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $112,203 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $57,076 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $62,981 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $44,828 | OtherDirectExpensesEvent1Amt |
| Event2 | Opening Night Dinner | Event2Nm |
| Gross Receipts Event2 | $46,950 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $32,865 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,085 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $20,451 | FoodAndBeverageEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $34,610 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $24,227 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,383 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $7,825 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $455,571 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $318,900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $136,671 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $85,352 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $62,981 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,828 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $193,161 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$56,490 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Travel/accommodations | 1 | $1,594 | FMV |
| Yes (X) | Wine | 1 | $19,044 | FMV |
| Yes (X) | Travel/accommodation | 1 | $12,880 | FMV |
| Yes (X) | Flowers | 2 | $4,640 | FMV |
| Yes (X) | Advertising | 3 | $4,437 | FMV |
| Yes (X) | Entertainment | 2 | $9,355 | FMV |
| Yes (X) | Print/Postage | 4 | $1,919 | FMV |
| Yes (X) | Chocolates | 1 | $3,500 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee | In accordance with common practice in the nonprofit community, the Board delegates certain matters to The Executive Committee, which is empowered to act between board meetings if necessary, and sometimes with specifically delegated authority to act in particular areas on behalf of the full board. The composition of the executive committee includes certain members of the organization's board. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Board members Kathleen G. Henschel and John Dewes are married to each other.Board members Shariq Yosufzai and Brian James are married to each other. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BYTHE ORGANIZATION'S MANAGEMENT, MEMBERS OF THE BOARD OF DIRECTORS, AND THE EXECUTIVEDIRECTOR. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITHTHE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT AUTHORIZES THE FINAL FORM 990 WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL PERIODICALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | COMPENSATION OF OTHER PERSONNEL AND KEY EMPLOYEES IS REVIEWED PERIODICALLY BY MEMBERS OF MANAGEMENT. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES AND ALL RELATED BENEFITS. ALL DECISIONS ARE THEN DOCUMENTED IN PERSONNEL FILES. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE THEY ARE AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE FOR A PHYSICAL INSPECTION AT THE ORGANIZATION'S OFFICE IN BERKELEY, CALIFORNIA. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Change in PV of receivables = -$1602 |
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