COLORADO SYMPHONY ASSOCIATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: COLORADO SYMPHONY ASSOCIATION (EIN 84-0511458)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2018-11-07
IRS object ID: 201803119349303080
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-07T19:40:19-06:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	450250958	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	EIDE BAILLY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7001 E BELLEVIEW AVE STE 700	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80237	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	840511458	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COLORADO SYMPHONY ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	COLO	BusinessNameControlTxt
Phone	3036237876	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 14TH STREET NO 15	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	802022333	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	COREEN MILLER	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	3036237876	PhoneNum
Signature	2018-11-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KYLE FRITCH CPA	PreparerPersonNm
PTIN	P01313374	PTIN
Phone	3037705700	PhoneNum
Preparation	2018-11-06	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	50.203.234.82	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-06	IPDt
IP Tm	16:28:57	IPTm
IP Timezone	MS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	38E7B26ACDED65A6206348105EC66FC115FD0A44	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B602D594AFD2B0B327E07A06F36CA6A7E42546D0	AtSubmissionFilingDeviceId

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	COREEN MILLER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 14TH STREET NO 15	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	802022333	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$13,985,421	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.COLORADOSYMPHONY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1989	FormationYr
Legal Domicile State	CO	LegalDomicileStateCd
Activity Or Mission	PERFORMANCE OF SYMPHONIC CONCERTS.	ActivityOrMissionDesc
Voting Members Governing Body	44	VotingMembersGoverningBodyCnt
Voting Members Independent	32	VotingMembersIndependentCnt
Total Employee	335	TotalEmployeeCnt
Total Volunteers	230	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$9,885	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$6,049,528	PYContributionsGrantsAmt
CY Contributions Grants	$7,117,107	CYContributionsGrantsAmt
PY Program Service Revenue	$5,683,985	PYProgramServiceRevenueAmt
CY Program Service Revenue	$6,588,279	CYProgramServiceRevenueAmt
PY Investment Income	$1,918	PYInvestmentIncomeAmt
CY Investment Income	$2,444	CYInvestmentIncomeAmt
PY Other Revenue	$38,055	PYOtherRevenueAmt
CY Other Revenue	-$46,790	CYOtherRevenueAmt
PY Total Revenue	$11,773,486	PYTotalRevenueAmt
CY Total Revenue	$13,661,040	CYTotalRevenueAmt
PY Grants And Similar Paid	$492,196	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$8,683,738	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$9,658,914	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$662,845	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,824,556	PYOtherExpensesAmt
CY Other Expenses	$3,757,075	CYOtherExpensesAmt
PY Total Expenses	$13,000,490	PYTotalExpensesAmt
CY Total Expenses	$13,415,989	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,227,004	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$245,051	CYRevenuesLessExpensesAmt
Total Assets BOY	$7,826,809	TotalAssetsBOYAmt
Total Assets EOY	$8,006,723	TotalAssetsEOYAmt
Total Liabilities BOY	$2,704,664	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,565,539	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,122,145	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,441,184	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE COLORADO SYMPHONY ASSOCIATION (CSA) IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO FUND AND OPERATE THE COLORADO SYMPHONY ORCHESTRA FOR THE ENJOYMENT AND BENEFIT OF THE CITIZENS OF METROPOLITAN DENVER AND THE GREATER COLORADO AND ROCKY MOUNTAIN REGIONS. THE COLORADO SYMPHONY ORCHESTRA PERFORMS MORE THAN 100 CLASSICAL, POPS AND FAMILY CONCERTS EACH YEAR; SHOWCASING MANY OF THE WORLD'S FINEST MUSICIANS, CONDUCTORS, AND ENTERTAINERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$10,842,796	ExpenseAmt
Revenue	$6,588,279	RevenueAmt
Desc	THE COLORADO SYMPHONY ASSOCIATION PERFORMS SYMPHONIC CONCERTS BENEFITING OVER 250,000 PATRONS FROM THE DENVER AND TRI-STATE AREAS WHILE PROVIDING A PERFORMANCE PLATFORM TO WORLD-CLASS MUSICIANS.	Desc
Total Program Service Expenses	$10,842,796	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	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	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	0	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	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	130	IRPDocumentCnt
IRP Document W2 G	1	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	335	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	44	GoverningBodyVotingMembersCnt
Independent Voting Member	32	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COREEN MILLER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3033082468	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 14TH STREET 15	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	802022333	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JEROME H KERN
CEO/CO-CHAIRMAN	51.00	1.50	Yes (X)	Yes (X)	$0	$0	$0
MARY ROSSICK-KERN
CO-CHAIRWOMAN	1.00		Yes (X)	Yes (X)	$0	$0	$0
STEPHANIE DONNER ESQ
TREASURER	1.00		Yes (X)	Yes (X)	$0	$0	$0
SUSAN BOWLESEX-OFFICIO TRUSTEE
SECRETARY	40.00		Yes (X)	Yes (X)	$41,432	$0	$14,194
BRETT MITCHELL
MUSIC DIRECTOR/EX-OFFICIO	40.00		Yes (X)	Yes (X)	$119,698	$0	$4,482
SUSAN CAHILL
MUSICIAN TRUSTEE	40.00		Yes (X)		$35,235	$0	$27,556
AUSTIN FISHER
MUSICIAN TRUSTEE	40.00		Yes (X)		$49,099	$0	$12,726
MARGARET HOEPPNER
MUSICIAN TRUSTEE	40.00		Yes (X)		$40,121	$0	$16,763
JOHN KINZIE
MUSICIAN TRUSTEE	40.00		Yes (X)		$76,322	$0	$26,038
LEAH KOVACH
MUSICIAN TRUSTEE	40.00		Yes (X)		$44,317	$0	$16,365
ERIK PETERSON
MUSICIAN TRUSTEE	40.00		Yes (X)		$32,106	$0	$27,492
KOLIO PLACHKOV
MUSICIAN TRUSTEE	40.00		Yes (X)		$59,339	$0	$10,870
NICK RECUBER
MUSICIAN TRUSTEE	40.00		Yes (X)		$55,350	$0	$10,478
JASON SHAFER
MUSICIAN TRUSTEE	40.00		Yes (X)		$61,818	$0	$12,072
ANTHONY ACETTA
TRUSTEE	1.00		Yes (X)		$0	$0	$0
DR PAULA P BERNSTEIN
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JAMES D BUTLER
TRUSTEE	1.00		Yes (X)		$0	$0	$0
YOUNG CHO
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JIM COPENHAVER
TRUSTEE	1.00		Yes (X)		$0	$0	$0
ZACHARY D DETRA ESQ
TRUSTEE	1.00		Yes (X)		$0	$0	$0
BJ DYER
TRUSTEE	1.00		Yes (X)		$0	$0	$0
SANDY ELLIOTT
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JACK FINLAW
TRUSTEE	1.00		Yes (X)		$0	$0	$0
AMY HARMON
TRUSTEE	1.00		Yes (X)		$0	$0	$0
DIANE S HILL PHD
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JESSICA HOBBS
TRUSTEE	1.00		Yes (X)		$0	$0	$0
KATHLEEN JOHNSON ESQ
TRUSTEE	1.00		Yes (X)		$0	$0	$0
RICHARD D KRUGMAN
TRUSTEE	1.00		Yes (X)		$0	$0	$0
RICHARD KYLBERG
TRUSTEE	1.00		Yes (X)		$0	$0	$0
P EVAN LASKY
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JONATHAN MASOUDI MD
TRUSTEE	1.00		Yes (X)		$0	$0	$0
BILL MYERS
TRUSTEE	1.00		Yes (X)		$0	$0	$0
DIANE NAGLER
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JOE NEGUSE ESQ
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JULIE RUBSAM
TRUSTEE	1.00		Yes (X)		$0	$0	$0
LT SANDVIK
TRUSTEE	1.00		Yes (X)		$0	$0	$0
ERIC SONDERMAN
TRUSTEE	1.00		Yes (X)		$0	$0	$0
BRANDON THALL
TRUSTEE	1.00		Yes (X)		$0	$0	$0
SARA MOORE
EX-OFFICIO	1.00		Yes (X)		$0	$0	$0
KELLY WALTRIP
EX-OFFICIO	1.00		Yes (X)		$0	$0	$0
GINGER WHITE
EX-OFFICIO	1.00		Yes (X)		$0	$0	$0
WILLIAM K COORS
EMERITUS TRUSTEE	1.00		Yes (X)		$0	$0	$0
JOHN LOW
EMERITUS TRUSTEE	1.00		Yes (X)		$0	$0	$0
LEE YEINGST
EMERITUS TRUSTEE	1.00		Yes (X)		$0	$0	$0
COREEN MILLER
CHIEF FINANCIAL OFFICER/COO	50.00			Yes (X)	$111,846	$0	$4,474
ANTHONY PIERCE
CHIEF ARTISTIC OFFICER	50.00			Yes (X)	$68,860	$0	$14,020
YUMI HWANG-WILLIAMS
CONCERT MASTER	40.00				$104,872	$0	$13,123	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$900,415	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$210,653	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
OPUS 3 ARTISTS
470 PARK AVENUE SOUTH	NEW YORK	NY	10016	GUEST ARTIST FEES	$160,500
ANDREW LITTON LLC
2576 BROADWAY 239	NEW YORK	NY	10025	CONDUCTOR AND ARTISTIC DIRECTOR	$118,337
WILLIAM MORRIS ENDEAVOR ENT
11 MADISON AVE 18TH FLOOR	NEW YORK	NY	10010	GUEST ARTIST FEES	$109,970
FLEMING ROSS INC
200 WEST 86TH ST	NEW YORK	NY	10024	GUEST ARTIST FEES	$102,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Fundraising	$821,429	FundraisingAmt
Related Organizations	$855,275	RelatedOrganizationsAmt
Government Grants	$1,263,207	GovernmentGrantsAmt
All Other Contributions	$4,177,196	AllOtherContributionsAmt
Noncash Contributions	$190,085	NoncashContributionsAmt
Total Contributions	$7,117,107	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CONCERT PERFORMANCES	Desc
Business	711130	BusinessCd
Total Revenue Column	$6,514,780	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,514,780	RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$73,499	TotalRevenueColumnAmt
Related Or Exempt Func Income	$73,499	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$6,588,279	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,444	TotalRevenueColumnAmt
Exclusion	$2,444	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$277,591	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$821,429	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$324,381	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$46,790	TotalRevenueColumnAmt
Exclusion	-$46,790	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,661,040	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,588,279	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$44,346	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,487,029	TotalAmt
Program Services	$1,102,737	ProgramServicesAmt
Management And General	$267,961	ManagementAndGeneralAmt
Fundraising	$116,331	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$6,258,723	TotalAmt
Program Services	$5,508,284	ProgramServicesAmt
Management And General	$463,649	ManagementAndGeneralAmt
Fundraising	$286,790	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$231,104	TotalAmt
Program Services	$210,576	ProgramServicesAmt
Management And General	$16,785	ManagementAndGeneralAmt
Fundraising	$3,743	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$939,138	TotalAmt
Program Services	$826,811	ProgramServicesAmt
Management And General	$65,878	ManagementAndGeneralAmt
Fundraising	$46,449	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$742,920	TotalAmt
Program Services	$644,601	ProgramServicesAmt
Management And General	$66,616	ManagementAndGeneralAmt
Fundraising	$31,703	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$69,309	TotalAmt
Management And General	$69,309	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$50,294	TotalAmt
Management And General	$50,294	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$745,404	TotalAmt
Program Services	$477,805	ProgramServicesAmt
Management And General	$129,807	ManagementAndGeneralAmt
Fundraising	$137,792	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$362,086	TotalAmt
Management And General	$361,207	ManagementAndGeneralAmt
Fundraising	$879	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$51,751	TotalAmt
Program Services	$14,459	ProgramServicesAmt
Management And General	$36,810	ManagementAndGeneralAmt
Fundraising	$482	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$340,878	TotalAmt
Program Services	$167,435	ProgramServicesAmt
Management And General	$173,203	ManagementAndGeneralAmt
Fundraising	$240	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$335,815	TotalAmt
Program Services	$276,207	ProgramServicesAmt
Management And General	$59,608	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$174,241	TotalAmt
Program Services	$172,363	ProgramServicesAmt
Management And General	$1,652	ManagementAndGeneralAmt
Fundraising	$226	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$31,567	TotalAmt
Program Services	$8,846	ProgramServicesAmt
Management And General	$14,958	ManagementAndGeneralAmt
Fundraising	$7,763	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$13,294	TotalAmt
Management And General	$13,294	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$61,326	TotalAmt
Program Services	$14,563	ProgramServicesAmt
Management And General	$46,763	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
GUEST CONDUCTOR AND ART	$1,153,972	$1,153,972
PRODUCTION EXPENSE	$144,254	$144,254
PRINTING AND PUBLICATIO	$101,004	$24,497	$50,908	$25,599
DUES AND SUBSCRIPTIONS	$89,880	$69,763	$17,537	$2,580

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$32,000	TotalAmt
Program Services	$25,623	ProgramServicesAmt
Management And General	$4,109	ManagementAndGeneralAmt
Fundraising	$2,268	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,415,989	TotalAmt
Program Services	$10,842,796	ProgramServicesAmt
Management And General	$1,910,348	ManagementAndGeneralAmt
Fundraising	$662,845	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,574,702	BOYAmt
EOY	$2,591,805	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$33,877	BOYAmt
EOY	$79,229	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$105,130	BOYAmt
EOY	$5,646	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$222,256	BOYAmt
EOY	$306,135	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$857,399	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$295,875	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$502,448	BOYAmt
EOY	$561,524	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,388,396	BOYAmt
EOY	$4,462,384	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,826,809	BOYAmt
EOY	$8,006,723	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$745,802	BOYAmt
EOY	$932,896	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,958,862	BOYAmt
EOY	$1,632,643	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,704,664	BOYAmt
EOY	$2,565,539	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$723,749	BOYAmt
EOY	$929,820	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$107,760	BOYAmt
EOY	$0	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,290,636	BOYAmt
EOY	$4,511,364	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,122,145	BOYAmt
EOY	$5,441,184	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,826,809	BOYAmt
EOY	$8,006,723	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$245,051	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$73,988	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

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	$8,584,791	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,255,520	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,750,615	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,049,528	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,117,107	CurrentTaxYearAmt
Total	$38,757,561	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$30,000	CurrentTaxYearAmt
Total	$30,000	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,584,791	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,255,520	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,750,615	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,049,528	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,147,107	CurrentTaxYearAmt
Total	$38,787,561	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$13,891,476	SubstantialContributorsTotAmt
Public Support Total170	$24,896,085	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$155	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$187	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$180	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,918	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,444	CurrentTaxYearAmt
Total	$4,884	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$38,792,445	TotalSupportAmt
Gross Receipts Rltd Activities	$30,160,491	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.64180	PublicSupportCY170Pct
Public Support PY170	0.68360	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$26,666,589	BeginningYearBalanceAmt
Contributions	$1,185,373	ContributionsAmt
Investment Earnings Or Losses	$1,299,034	InvestmentEarningsOrLossesAmt
Other Expenditures	$853,377	OtherExpendituresAmt
End Year Balance	$28,297,619	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$22,896,701	BeginningYearBalanceAmt
Contributions	$2,516,382	ContributionsAmt
Investment Earnings Or Losses	$2,058,837	InvestmentEarningsOrLossesAmt
Other Expenditures	$805,331	OtherExpendituresAmt
End Year Balance	$26,666,589	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,931,441	BeginningYearBalanceAmt
Contributions	$18,800,549	ContributionsAmt
Investment Earnings Or Losses	-$850,210	InvestmentEarningsOrLossesAmt
Other Expenditures	$8,985,079	OtherExpendituresAmt
End Year Balance	$22,896,701	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$14,664,247	BeginningYearBalanceAmt
Contributions	$233,565	ContributionsAmt
Investment Earnings Or Losses	-$466,371	InvestmentEarningsOrLossesAmt
Other Expenditures	$500,000	OtherExpendituresAmt
End Year Balance	$13,931,441	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,528,275	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,135,972	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,000,000	GrantsOrScholarshipsAmt
End Year Balance	$14,664,247	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.01060	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.95450	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.03490	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$304,006	OtherCostOrOtherBasisAmt
Depreciation	$295,875	DepreciationAmt
Book Value	$8,131	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$553,393	OtherCostOrOtherBasisAmt
Book Value	$553,393	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$561,524	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS	Desc
Book Value	$4,462,384	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$4,462,384	TotalBookValueOtherAssetsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$13,813,778	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$73,988	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$78,750	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$152,738	RevenueNotReportedAmt
Revenue Subtotal	$13,661,040	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$13,661,040	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$13,494,739	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$78,750	DonatedServicesUseFcltsAmt
Expenses Not Reported	$78,750	ExpensesNotReportedAmt
Expenses Subtotal	$13,415,989	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$13,415,989	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

PERMANENT ENDOWMENTS CONSIST OF FUNDS HELD BY OTHER TAX-EXEMPT ORGANIZATIONS ESTABLISHED TO ADMINISTER THE ENDWOMENT FUNDS PREVIOUSLY HELD BY THE SYMPHONY. THESE ORGANIZATIONS ARE GOVERNED BY SEPARATE BOARDS OF TRUSTEES. SUPPORTING DISTRIBUTIONS (IF APPLICABLE) FROM THE FUNDS ARE PROVIDED TO THE SYMPHONY FOR PROGRAM SERVICES AND OTHER OPERATIONS. PERMANENT ENDOWMENTS ALSO INCLUDE A BENEFICIAL INTEREST IN AN IRREVOCABLE PERPETUAL TRUST ADMINISTERED BY A COMMUNITY FOUNDATION. THE TRUST AGREEMENT REQUIRES DISTRIBUTION OF 50% OF THE NET INCOME OF THE TRUST TO THE SYMPHONY FOR ITS UNRESTRICTED USE; HOWEVER THE SYMPHONY WILL NEVER RECEIVE THE ASSETS OF THE TRUST.

PART X, LINE 2:

THE ASSOCIATION AND THE FUND ARE ORGANIZED AS COLORADO NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND (VIII), AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER SECTION 509(A)(1) AND (3), RESPECTIVELY. EACH ENTITY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES AND FOR QUALIFIED TRANSPORTATION BENEFITS. THE ASSOCIATION FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS TAXABLE TRANSPORTATION BENEFITS. THE FUND HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SYMPHONY BALL	Event1Nm
Gross Receipts Event1	$1,099,020	GrossReceiptsEvent1Amt
Charitable Contri Event1	$821,429	CharitableContriEvent1Amt
Gross Revenue Event1	$277,591	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$22,730	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$82,730	FoodAndBeverageEvent1Amt
Entertainment Event1	$4,971	EntertainmentEvent1Amt
Other Direct Expenses Event1	$213,950	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$1,099,020	GrossReceiptsTotalAmt
Charitable Contributions Tot	$821,429	CharitableContributionsTotAmt
Gross Revenue Total Events	$277,591	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$22,730	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$82,730	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$4,971	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$213,950	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$324,381	DirectExpenseSummaryEventsAmt
Net Income Summary	-$46,790	NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	VARIOUS AUCTION ITEMS	178	$99,638	COST
Yes (X)	GIFT CERT.,TRIPS,GETAWAYS, ETC.	23	$90,447	COST

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1	THE EXECUTIVE COMMITTEE SHALL CONSIST OF NO FEWER THAN SEVEN (7) TRUSTEES, INCLUDING THE BOARD CHAIR, THE PRESIDENT/CEO, NO FEWER THAN TWO (2) MUSICIAN TRUSTEES AND NO FEWER THAN TWO (2) COMMUNITY TRUSTEES. MEMBERS OF THE EXECUTIVE COMMITTEE SHALL HOLD OFFICE UNTIL THE ELECTION AND QUALIFICATION OF SUCCESSORS. THE BOARD CHAIR SHALL PRESIDE AT ALL MEETINGS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL MEET AS FREQUENTLY AS THE BOARD CHAIR SHALL DEEM NECESSARY. A MAJORITY OF THE NUMBER OF MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM THEREOF. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, IN THE INTERIM BETWEEN MEETINGS OF THE BOARD, ANY AND ALL POWERS AND AUTHORITY OF THE ENTIRE BOARD OF TRUSTEES, EXCEPT AS OTHERWISE PROVIDED BY THE ACT, BY THE ARTICLES, OR BY THE BYLAWS. ALL MINUTES OF THE EXECUTIVE COMMITTEE SHALL BE DULY RECORDED AND REPORTED PROMPTLY IN WRITING TO ALL TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 2	JERRY KERN AND MARY ROSSIK KERN HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	AN UNREDACTED COPY OF THE FORM 990 IS SENT FOR REVIEW TO ALL TRUSTEES OF THE FINANCE COMMITTEE PRIOR TO FILING. IN ADDITION, A REDACTED COPY OF THE TAX RETURN IS SENT TO THE ENTIRE BOARD FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	THE COLORADO SYMPHONY ASSOCIATION (CSA) HAS A CONFLICT OF INTEREST POLICY COVERING OFFICERS, TRUSTEE, COMMITTEE MEMBERS, MUSICIAN TRUSTEES, STAFF MEMBERS, AND CERTAIN CONSULTANTS (IF APPROPRIATE). EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. THE DISCLOSURE FORM MUST BE SUBMITTED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING POTENTIAL CONFLICTS OF INTEREST AND HANDLING WHAT IT DETERMINES TO BE ACTUAL CONFLICTS OF INTEREST IN THE MANNER DESCRIBED IN THE POLICY UNDER "REVIEWING AND MANAGING CONFLICTS OF INTEREST". IF THE EXECUTIVE COMMITTEE OR RESPONSIBLE PERSON BECOMES AWARE THAT CSA IS ABOUT TO ENTER INTO OR MAKE ANY DECISIONS INVOLVING A CONFLICT OF INTEREST TRANSACTION WITH THE RESPONSIBLE PERSON, A FAMILY MEMBER, A FRIEND, OR A RELATED ENTITY, THE RESPONSIBLE PERSON MUST: 1) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF CSA OF THE CONFLICT OF INTEREST 2) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING TO SUCH PERSON(S) ANY MATERIAL FACTS THAT BEAR ON THE ADVISABILITY OF THE TRANSACTION FROM THE STANDPOINT OF CSA AND 3) NOT PARTICIPATE IN THE DELIBERATION OR VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION, AND NOT ATTEMPT TO EXERT HIS OR HER INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. THE EXECUTIVE COMMITTEE WILL REPORT TO THE BOARD AT ITS NEXT REGULAR MEETING THE RESULTS OF ANY REVIEW AND THE ACTION TAKEN.
FORM 990, PART VI, SECTION B, LINE 15	FISCAL YEAR 2018 COMPENSATION FOR THE CEO WAS DETERMINED AFTER COMPARISON OF SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS AND AFTER ANALYZING THE VALUE BROUGHT TO THE CSA BY THE CEO. AN INDEPENDENT COMPENSATION COMMITTEE CONSISTING OF BOTH TRUSTEES AND NON-TRUSTEES REVIEWED PERTINENT DATA AND MADE THE COMPENSATION RECOMMENDATION TO THE BOARD WHICH APPROVED THE CONTRACT. SENIOR MANAGEMENT TEAM COMPENSATION INCREASED ON JULY 1, 2017 BY THE SAME PERCENTAGE AS THE REST OF THE EMPLOYEES IN THE ORGANIZATION. ANY COMPENSATION INCREASES OTHER THAN THE STANDARD PERCENTAGE OCCURRED AFTER COMPARING THE CURRENT COMPENSATION WITH COMPENSATION BASED ON SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS AND AFTER ANALYZING THE VALUE BROUGHT TO THE CSA BY SENIOR MANAGEMENT STAFF PERSON(S).
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA MAIL, EMAIL OR IN PERSON AT ITS OFFICES.
FORM 990, PART VII, SECTION A:	THE CEO/CO-CHAIRMAN BEGAN RECEIVING COMPENSATION FOR HIS SERVICES IN JUNE OF 2018. THEREFORE, NO 2017 CALENDAR YEAR COMPENSATION OR BENEFITS ARE REPORTED ON FORM 990, PART VII, SECTION A.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE SYMPHONY FUND	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 14TH STREET 15	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80202	ZIPCd

Field	Value	IRS element (for citing)
EIN	260138249	EIN
Primary Activities	RAISE, HOLD & ADMINISTER FUNDS FOR OPERATING NEEDS OF SYMPHONY ASSOCIATION	PrimaryActivitiesTxt
Legal Domicile State	CO	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 12B, II	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	COLORADO SYMPHONY ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	THE SYMPHONY FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	C	TransactionTypeTxt
Involved	$855,275	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt