2018-05-14T18:00:29-05:00 2017-06-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2016-07-01 951805452 PHILHARMONIC SOCIETY OF ORANGE COUNTY PHIL 9495532422 2082 BUSINESS CENTER DRIVE NO 100 IRVINE CA 926121151 CHANTEL CHEN UCHIDA INTERIM PRESIDENT 9495532422 2018-05-14 1 RICK SMETANKA P01677376 9494506200 216.73.111.4 2018-05-14 09:17:17 PD P BE5F4EC4C7818356B1A7FDCD46830D4A78EBA627 BE5F4EC4C7818356B1A7FDCD46830D4A78EBA627 2016 2021-01-29 14:40:06Z CHANTEL CHEN UCHIDA 2082 BUSINESS CENTER DRIVE 100 IRVINE CA 926121151 5291727 0 X WWW.PHILHARMONICSOCIETY.ORG X 1954 CA PROMOTE MUSICAL APPRECIATION 22 22 19 800 0 0 2380715 2763345 1803320 2303906 3914 3519 496040 -10011 4683989 5060759 0 0 0 0 1108422 1143183 0 0 497752 2910958 3402685 4019380 4545868 664609 514891 2951953 2767962 1423995 1178180 1527958 1589782 THE MISSION OF THE PHILHARMONIC SOCIETY OF ORANGE COUNTY IS TO FOSTER AN APPRECIATION FOR MUSIC BY PRESENTING NATIONAL AND INTERNATIONAL PERFORMANCES OF THE HIGHEST QUALITY WHILE ALSO PROVIDING DYNAMIC AND INNOVATIVE MUSIC EDUCATION PROGRAMS FOR INDIVIDUALS OF ALL AGES 0 0 2911721 1839743 CONCERTS-SPONSORS WORLD CLASS ORCHESTRAS AND OTHER MUSICAL PERFORMANCES FOR ARTISTIC AND MUSICAL ENRICHMENT OF ORANGE COUNTY, CA 655357 464163 YOUTH PROGRAMS-SPONSORS FREE MUSICAL CONCERTS, PROGRAMS, AND EDUCATION TO PROMOTE MUSICAL APPRECIATION TO ORANGE COUNTY SCHOOL CHILDREN 3567078 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 68 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 CA X ROAN ALOMBRO 9495532422 2085 BUSINESS CENTER DRIVE 100 IRVINE CA 926121151 NOEL HAMILTON IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 SABRA BORDAS DIRECTOR 1.00 X 0 0 0 STEPHEN AMENDT SECRETARY/TREASURER 1.00 X X 0 0 0 ELEANOR ANDERSON DIRECTOR 1.00 X 0 0 0 JOANNE FERNBACH DIRECTOR 1.00 X 0 0 0 MARGARET GATES DIRECTOR 1.00 X 0 0 0 JERRY HARRINGTON DIRECTOR 1.00 X 0 0 0 DONNA KENDALL DIRECTOR 1.00 X 0 0 0 BARBARA ROBERTS DIRECTOR 1.00 X 0 0 0 DAVID TROOB DIRECTOR 1.00 X 0 0 0 SANDI WRIGHT-CORDES DIRECTOR 1.00 X 0 0 0 JANE K GRIER DIRECTOR 1.00 X 0 0 0 ELAINE P NEUSS DIRECTOR 1.00 X 0 0 0 DOUGLAS H SMITH DIRECTOR 1.00 X 0 0 0 DR DANIEL STEIN DIRECTOR 1.00 X 0 0 0 JOHN W BENECKE DIRECTOR 1.00 X 0 0 0 KIMBERLY BERNATZ CHAIRMAN, CEO 1.00 X X 0 0 0 HUNG FAN DIRECTOR 1.00 X 0 0 0 JOHN FLEMMING DIRECTOR 1.00 X 0 0 0 MARLENE NIELSEN DIRECTOR 1.00 X 0 0 0 JUDY MICHEL DIRECTOR 1.00 X 0 0 0 JOHN MANGUM PRESIDENT/ ARTISTIC DIRECT 40.00 X 205605 0 10712 205605 0 10712 1 0 1 0 OPUS 3 ARTISTS LLC 5670 WHILSHIRE BLVD SUITE 1790 LOS ANGELES CA 90036 ARTIST FEES 350628 STIFTUNG BERLINER PHILHARMONIKER HERBERT-VON-KARAJAN-STR1 BERLIN DEUTSCHLAND GM PERFORMANCE FEE 300000 COLUMBIA ARTISTS MANAGEMENT 5 COLUMBUS CIRCLE 1790 BROADWAY NEW YORK NY 10019 ARTIST FEES 197000 LA PHILHARMONIC ASSOCIATION 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 PERFORMANCE FEE 145000 4 98019 250325 2000 2413001 2763345 CONCERT TICKETS 711130 1839743 1839743 EDUCATION AND SUPPORT 900099 464163 464163 2303906 3519 3519 220957 250325 230968 -10011 -10011 5060759 2303906 0 -6492 214234 80241 50294 83699 737944 467676 78191 192077 114228 66252 14850 33126 76777 44531 9981 22265 23965 23965 308757 308757 59615 5855 49926 3834 80741 57311 23430 72930 72930 99310 18385 80925 28046 28046 125 125 25360 25360 CONCERT COSTS 2071698 2071698 EDUCATION PROGRAMS 421908 421908 OTHER 167381 85555 81826 CREDIT CARD FEES 42849 42849 4545868 3567078 481038 497752 661809 758168 654831 638474 1451770 1264280 61870 26018 89913 49386 210253 210253 124 0 31636 31636 2951953 2767962 194516 154910 767535 793070 461944 230200 1423995 1178180 X -757432 -258162 1495174 1847944 790216 0 1527958 1589782 2951953 2767962 X 514891 -453067 X X 0 1 X 1 0 X 1780504 2139494 2352454 2380715 2310278 10963445 2113563 2424941 2147048 2680910 2303906 11670368 3894067 4564435 4499502 5061625 4614184 22633813 312371 294076 663640 1516276 967734 3754097 0 312371 294076 663640 1516276 967734 3754097 18879716 1720 2549 1401 3914 3519 13103 1720 2549 1401 3914 3519 13103 3895787 4566984 4500903 5065539 4617703 22646916 0.83370 0.86790 0.00060 0.00070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 790216 790216 390216 400000 790216 390216 390216 390216 390216 390216 390216 1.00000 0 0 6248 6248 0 204005 204005 0 0 X 4722358 114666 114666 4607692 453067 453067 5060759 4660534 114666 114666 4545868 0 4545868 PART X, LINE 2: THE SOCIETY EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART V, LINE 4: THE INTENDED USE OF THE FUNDS IS SUBJECT TO THE BOARD APPROVAL. NO PLAN HAS BEEN MADE FOR THE USE. PART XI, LINE 4B: THIS AMOUNT REPRESENTS TRANSFERS MADE TO THE PHILHARMONIC FOUNDATION OF ORANGE COUNTY. SPRING GALA 179550 91850 87700 16389 16497 30895 CRUISE OF LIGHTS 208663 158475 50188 7551 76567 1 83069 83069 83069 471282 250325 220957 23940 16497 190531 230968 -10011 X 1 1 X 0 0 0 0 0 0 0 0 0 JOHN MANGUM PRESIDENT/ ARTISTIC DIRECT 205605 0 0 0 0 0 0 0 10712 0 216317 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS FOR THE PRESIDENT/ ARTISTIC DIRECTOR'S MEMBERSHIP TO THE CENTER CLUB. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWED THE FORM 990 PRIOR TO BEING FILLED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES AN AGREED-UPON BUDGET WHICH INCLUDES THE PRESIDENT/ARTISTIC DIRECTOR'S SALARY. EACH YEAR THE BOARD REVIEWS THE AMOUNTS AND LOOKS AT COMPARABLE POSITIONS ALONG WITH CURRENT SALARIES WITH THE GOAL OF MAINTAINING A COMPETITIVE SALARY AT THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFERS TO PHILHARMONIC FOUNDATION OF ORANGE COUNTY -453,067. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PHILHARMONIC FOUNDATION OF ORANGE COUNTY 2082 BUSINESS CENTER DRIVE NO100 IRVINE CA 926121151 026138372 SOLICIT DONATIONS ON BEHALF OF THE PHILHARMONIC SOCIETY CA 501 (C) (3) LINE 10 PHILHARMONIC SOCIETY OF ORANGE COUNTY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 PHILHARMONIC FOUNDATION OF ORANGE COUNTY R 853067 FMV PHILHARMONIC FOUNDATION OF ORANGE COUNTY O 0 FMV