ORCHESTRA LUMOS INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ORCHESTRA LUMOS INC (EIN 06-6100039)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-26
- IRS object ID
- 201800269349300335
- Schema version
- 2016v3.0
- 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 | 2018-01-26T13:54:28-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'Connor Davies LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 Summer Street 5th Floor East | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066100039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STAMFORD SYMPHONY ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAM | BusinessNameControlTxt |
| Phone | 2033251407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 Tresser Blvd | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Russell Jones | PersonNm |
| Person Title | ceo & president | PersonTitleTxt |
| Phone | 2033251407 | PhoneNum |
| Signature | 2018-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Garrett M Higgins | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2033232400 | PhoneNum |
| Preparation | 2018-01-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.112.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-26 | IPDt |
| IP Tm | 13:54:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C63E204139530C7A73D948D9DBE25A8631A7AD1B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3EB9A663B166A7F172762214481AEBFA8C1AD13 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Russell Jones | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 Tresser Blvd | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,986,522 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STAMFORDSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PERFORM AND ENCOURAGE THE UNDERSTANDING, APPRECIATION, AND STUDY OF THE ART OF MUSIC. THE ORGANIZATION MANAGES AND SUPERVISES THE STAMFORD SYMPHONY ORCHESTRA, AS WELL AS PROVIDING EDUCATIONAL AND OUTREACH PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 125 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $888,114 | PYContributionsGrantsAmt |
| CY Contributions Grants | $842,524 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $448,537 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $371,983 | CYProgramServiceRevenueAmt |
| PY Investment Income | $46,319 | PYInvestmentIncomeAmt |
| CY Investment Income | $102,626 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,690 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,347 | CYOtherRevenueAmt |
| PY Total Revenue | $1,386,660 | PYTotalRevenueAmt |
| CY Total Revenue | $1,311,786 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $972,502 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $993,873 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $124,709 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $466,393 | PYOtherExpensesAmt |
| CY Other Expenses | $441,602 | CYOtherExpensesAmt |
| PY Total Expenses | $1,444,145 | PYTotalExpensesAmt |
| CY Total Expenses | $1,439,725 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$57,485 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$127,939 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,661,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,601,287 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $377,209 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $426,149 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,283,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,175,138 | NetAssetsOrFundBalancesEOYAmt |
| Mission | the organization's primary exempt purpose is to perform and encourage the understanding, appreciation, and study of the art of music. the organization manages and supervises the stamford symphony orchestra, as well as providing educational and outreach programs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $980,406 | ExpenseAmt |
| Revenue | $357,108 | RevenueAmt |
| Desc | CLASSICAL RECITAL AND MUSICAL PERFORMANCES THROUGHOUT THE YEAR. INCREASED ACCESSIBILITY TO LIVE CLASSICAL MUSIC TO A BROADER RANGE OF THE COMMUNITY, INCLUDING CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,250 | ExpenseAmt |
| Grant | $4,250 | GrantAmt |
| Revenue | $14,875 | RevenueAmt |
| Desc | EDUCATION OUTREACH PROGRAMS FOR ALL AGES OF SCHOOL CHILDREN IN STAMFORD AND OTHER FAIRFIELD COUNTY SCHOOLS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $984,656 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 125 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | barbara soroca | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033251407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069013236 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALAN MCINTYRE | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL PULEO | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL MAYONE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PENNY YOUNG | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAM ABERNETHY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN ALPERT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER ANKER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BLOMBERG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR AARON FLAGG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF FORD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE H FORRESTER-ALEXANDRE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOMAS HAENDLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C HALL | ||||||
| BOARD MEMBER thru June 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS HERBIG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL JOHNSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN JOVE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE MICHELE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARNOLD RUTKIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH STEUERT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT WHITBY | ||||||
| BOARD MEMBER thru June 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HELENA YOON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Eric Kung | ||||||
| Board MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ana Kreacic | ||||||
| Board MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Emmanuel Saounatsos | ||||||
| Board MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nicholas Smith | ||||||
| Board MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel kOHN | ||||||
| board MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| steven C PARRISH | ||||||
| board MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA SOROCA | ||||||
| CEO & PRESIDENT | 40.00 | Yes (X) | $181,116 | $0 | $58,792 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $181,116 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,792 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $97,830 | FundraisingAmt |
| Government Grants | $30,474 | GovernmentGrantsAmt |
| All Other Contributions | $714,220 | AllOtherContributionsAmt |
| Total Contributions | $842,524 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUBSCRIPTIONS & BOX OF | 711130 | $319,210 | $319,210 |
| CONTRACT PERFORMANCE F | 711130 | $34,675 | $34,675 |
| PROGRAM BOOK | 711130 | $14,875 | $14,875 |
| Music stand and relate | 711130 | $3,223 | $3,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $371,983 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,478 | TotalRevenueColumnAmt |
| Exclusion | $94,478 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $647,518 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $639,370 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,148 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,148 | TotalRevenueColumnAmt |
| Exclusion | $8,148 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,250 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $97,830 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $35,366 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,116 | TotalRevenueColumnAmt |
| Exclusion | -$6,116 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $769 | TotalRevenueColumnAmt |
| Exclusion | $769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $769 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,311,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $371,983 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $97,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,250 | TotalAmt |
| Program Services | $4,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,005 | TotalAmt |
| Program Services | $170,183 | ProgramServicesAmt |
| Management And General | $55,881 | ManagementAndGeneralAmt |
| Fundraising | $27,941 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,741 | TotalAmt |
| Program Services | $393,116 | ProgramServicesAmt |
| Management And General | $129,083 | ManagementAndGeneralAmt |
| Fundraising | $64,542 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,160 | TotalAmt |
| Program Services | $31,597 | ProgramServicesAmt |
| Management And General | $10,375 | ManagementAndGeneralAmt |
| Fundraising | $5,188 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,992 | TotalAmt |
| Program Services | $26,125 | ProgramServicesAmt |
| Management And General | $8,578 | ManagementAndGeneralAmt |
| Fundraising | $4,289 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,975 | TotalAmt |
| Program Services | $34,252 | ProgramServicesAmt |
| Management And General | $27,099 | ManagementAndGeneralAmt |
| Fundraising | $5,624 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Management And General | $14,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,024 | TotalAmt |
| Program Services | $118,146 | ProgramServicesAmt |
| Management And General | $31,745 | ManagementAndGeneralAmt |
| Fundraising | $4,133 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,942 | TotalAmt |
| Program Services | $45,942 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,473 | TotalAmt |
| Program Services | $77,609 | ProgramServicesAmt |
| Management And General | $14,053 | ManagementAndGeneralAmt |
| Fundraising | $3,811 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,743 | TotalAmt |
| Management And General | $5,421 | ManagementAndGeneralAmt |
| Fundraising | $2,322 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,379 | TotalAmt |
| Program Services | $6,379 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,532 | TotalAmt |
| Program Services | $42,350 | ProgramServicesAmt |
| Management And General | $9,927 | ManagementAndGeneralAmt |
| Fundraising | $4,255 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,313 | TotalAmt |
| Program Services | $24,837 | ProgramServicesAmt |
| Management And General | $333 | ManagementAndGeneralAmt |
| Fundraising | $143 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,238 | TotalAmt |
| Management And General | $10,238 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,880 | TotalAmt |
| Program Services | $2,638 | ProgramServicesAmt |
| Management And General | $1,242 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,898 | TotalAmt |
| Management And General | $8,898 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | misc operating expenses | Desc |
| Total | $13,180 | TotalAmt |
| Program Services | $7,232 | ProgramServicesAmt |
| Management And General | $3,487 | ManagementAndGeneralAmt |
| Fundraising | $2,461 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,439,725 | TotalAmt |
| Program Services | $984,656 | ProgramServicesAmt |
| Management And General | $330,360 | ManagementAndGeneralAmt |
| Fundraising | $124,709 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,438 | BOYAmt |
| EOY | $8,619 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,902 | BOYAmt |
| EOY | $101,869 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,475 | BOYAmt |
| EOY | $8,125 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,928 | BOYAmt |
| EOY | $11,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $100,732 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,892 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,720 | BOYAmt |
| EOY | $13,840 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,677 | BOYAmt |
| EOY | $1,457,451 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,661,140 | BOYAmt |
| EOY | $1,601,287 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,003 | BOYAmt |
| EOY | $33,353 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,934 | BOYAmt |
| EOY | $203,776 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,272 | BOYAmt |
| EOY | $189,020 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,209 | BOYAmt |
| EOY | $426,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $921,710 | BOYAmt |
| EOY | $848,537 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,221 | BOYAmt |
| EOY | $326,601 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,931 | BOYAmt |
| EOY | $1,175,138 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,661,140 | BOYAmt |
| EOY | $1,601,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$127,939 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,146 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,000 | 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 | $777,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $790,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $771,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $888,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $842,524 | CurrentTaxYearAmt |
| Total | $4,070,425 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $777,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $790,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $771,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $888,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $842,524 | CurrentTaxYearAmt |
| Total | $4,070,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $802,876 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,267,549 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,478 | CurrentTaxYearAmt |
| Total | $356,787 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,364 | CurrentTaxYearMinus1YearAmt |
| Total | $73,997 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $769 | CurrentTaxYearAmt |
| Total | $7,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,508,433 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,139,527 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | other income - 2012 Amount: $ 3,280. 2013 Amount: $ 1,629. 2014 Amount: $ 1,220. 2015 Amount: $ 326. 2016 Amount: $ 769. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,500 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,392 | DepreciationAmt |
| Book Value | $13,840 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,840 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION LIABILITY | Desc |
| Amt | $189,020 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $189,020 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,387,535 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,146 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $56,603 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $83,749 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,303,786 | RevenueSubtotalAmt |
| Other Revenues Not Included | $8,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,311,786 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,496,328 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $56,603 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $56,603 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,439,725 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,439,725 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Symphony recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that the Symphony had no uncertain tax positions that would require financial statement recognition or disclosure. The Symphony is not subject to examinations by the applicable tax jurisdictions for periods prior to 2014. |
| Part XI, Line 4b - Other Adjustments: | write-off of uncollectible contributions reported on part xi, line 9 8,000. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $127,080 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $97,830 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,250 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,332 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,111 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,923 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $127,080 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $97,830 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,250 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,332 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,111 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,923 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $35,366 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,116 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA SOROCA | PersonNm |
| Title | CEO & PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $181,116 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $54,700 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,092 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $239,908 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | Form 990, Schedule J, Part I, Line 4 (b) BARBARA SOROCA, CEO & President of the STAMFORD SYMPHONY ORCHESTRA, INC., participated in a 457(f) Deferred Compensation Plan in the current year. BARBARA SOROCA earned $54,700 of deferred compensation in calendar year 2016 and the amount is reported in Form 990, Schedule J, Part II, Line 1 (c), Retirement and other deferred compensation. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | 1. THE CEO AND THE AUDIT COMMITTEE OF THE ORGANIZATION WILL REVIEW THE FORM 990 PRIOR TO CIRCULATING IT TO THE GOVERNING BODY (BOARD MEMBERS) TO ENSURE THAT IT CORRECTLY REFLECTS ALL ACTIVITIES AND POLICIES OF THE ORGANIZATION. 2. AFTER THE AUDIT COMMITTEE'S REVIEW, THE FORM 990 WILL BE CIRCULATED TO THE GOVERNING BODY. ANY QUESTIONS, SUGGESTIONS OR CONCERNS FROM ANY BOARD MEMBER WITH RESPECT TO THE FORM 990 WILL BE ADDRESSED BY A MEMBER OF THE AUDIT COMMITTEE PRIOR TO THE FILING. |
| Form 990, Part VI, Section B, line 12c | Any officers, directors, trustees or key employees are required to disclose when they come onto the board of directors or are hired, any conflict of interest they may have for any matter that comes before the board of directors. Annually, a conflict of interest disclosure statement will be completed and reviewed. Any conflicts are reviewed by the board members without a conflicting interest. The person with the conflict may not vote on the transaction, however they may be present to answer questions. The Board Secretary will document the board's decision and the basis for their determination in the minutes to the meeting. |
| Form 990, Part VI, Section B, line 15 | The President/CEO's base compensation is subject to review each fiscal year. His/her salary is generally increased in line with the cost-of-living increase granted to the SSO full-time staff. However, the President/CEO will be eligible to earn an annual performance bonus to the extent that he/she meets and exceeds goals agreed upon in accordance with the procedures set forth below. Early in each fiscal year, the President/CEO meets with the Board Chair and the Chair of the Personnel Committee to agree upon the President/CEO's performance objectives for the coming year. Goals are both qualitative and quantitative. The President/CEO's performance is reviewed by the Board Chair and the Chair of the Personnel Committee after the end of each fiscal year, at which time, the Personnel Committee meets to determine whether payment of a bonus to the President/CEO is appropriate and, if so, the amount of the bonus. The amount of the President/CEO's recommended bonus and the amount of the cost of living increase granted to the President/CEO and all other members of the SSO full time staff is presented to the Board for approval at an executive session at which only Board members are present and at which the President/CEO is not present. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION WILL PROVIDE COPIES OF ITS CERTIFICATE OF INCORPORATION, BYLAWS (WHICH INCLUDE THE CONFLICT OF INTEREST POLICY) AND THE AUDITED FINANCIAL STATEMENTS UPON REQUEST. |
| Form 990, Part IX, line 11g | guest artists: Program service expenses 57,695. Management and general expenses 0. Fundraising expenses 0. Total expenses 57,695. guest conductor: Program service expenses 2,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,000. stage hands: Program service expenses 28,431. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,431. other theatre personnel: Program service expenses 13,060. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,060. recording engineer: Program service expenses 1,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,500. consultants: Program service expenses 15,460. Management and general expenses 31,745. Fundraising expenses 4,133. Total expenses 51,338. |
| Form 990, Part XI, line 9: | WRITE-OFF OF UNCOLLECTIBLE CONTRIBUTIONS -8,000. |
| Form 990, Part XII, Line 2c: | The Organization has a committee that is responsible for the oversight of the audit of its financial statements and selection of an independent accountant. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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