SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION (EIN 95-2040874)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201701359349308230
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T14:15:56-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DRIVE SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952040874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6192350800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SETH GOLDMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6192350800 | PhoneNum |
| Signature | 2017-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SETH GOLDMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,409,108 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SANDIEGOSYMPHONY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PERFORM CLASSICAL MUSIC & PROVIDE EDUCATIONAL MUSICAL OPPORTUNITIES TO SAN DIEGO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 575 | TotalEmployeeCnt |
| Total Volunteers | 187 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,099,985 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,385,015 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,988,694 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,573,409 | CYProgramServiceRevenueAmt |
| PY Investment Income | $649 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,505 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,590 | PYOtherRevenueAmt |
| CY Other Revenue | $37,356 | CYOtherRevenueAmt |
| PY Total Revenue | $23,090,918 | PYTotalRevenueAmt |
| CY Total Revenue | $26,997,285 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $15,283,600 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,644,271 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $205,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,519 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,249,385 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,587,877 | PYOtherExpensesAmt |
| CY Other Expenses | $8,368,236 | CYOtherExpensesAmt |
| PY Total Expenses | $24,076,477 | PYTotalExpensesAmt |
| CY Total Expenses | $25,014,026 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$985,559 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,983,259 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,231,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,018,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,934,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,699,761 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,297,270 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,319,238 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BE RECOGNIZED AS ONE OF THE GREAT ORCHESTRAS IN THE WORLD AND A MAJOR CONTRIBUTOR TO THE QUALITY OF LIFE IN THE SAN DIEGO REGION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,212,123 | ExpenseAmt |
| Revenue | $7,573,409 | RevenueAmt |
| Desc | CONCERT EXPENSES: TO PROVIDE EDUCATIONAL AND CULTURAL ENRICHMENT TO THE SAN DIEGO AREA THROUGH LIVE MUSICAL CONCERTS.BAYSIDE SUMMER NIGHTS 30 CONCERTS - 62,168 ATTENDEDMASTERWORKS SERIES 42 CONCERTS - 61,230 ATTENDEDCITY LIGHTS 12 CONCERTS - 19,739 ATTENDEDINTERNATIONAL PASSPORT 10 CONCERTS - 11,845 ATTENDEDFAMILY FESTIVAL 4 CONCERTS - 4,559 ATTENDEDFOX THEATER FILMS 3 SHOWS - 1,245 ATTENDEDJAZZ @ THE JACOBS 4 CONCERTS - 7,680 ATTENDEDOTHER PROGRAMS 11 CONCERTS - 9,614 ATTENDED | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,790,216 | ExpenseAmt |
| Desc | PROMOTION AND BOX OFFICE: TO PROMOTE THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION'S MANY PERFORMANCES, RECEPTIONS AND EVENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $183,983 | ExpenseAmt |
| Revenue | $750 | RevenueAmt |
| Desc | EDUCATION OUTREACH: ADMINISTRATIVE AND PLANNING ACTIVITIES IN ASSISTING IN THE DEVELOPMENT OF FUTURE MUSICIANS AND TO BUILD FUTURE AUDIENCES. THE MAJORITY OF EXPENSES RELATING TO EDUCATION PROGRAMS ARE INCLUDED UNDER CONCERT EXPENSE ABOVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,186,322 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 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 | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 575 | 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SETH GOLDMAN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192350800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ADM RILEY D MIXSON | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN HADDAD | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA KATZ | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN G CLAY | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAUDE BENCHIMOL PHD | ||||||||
| BOARD MEMBER (THRU 10/15) | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| DAMON FRANCIS | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R SNYDER ESQ | ||||||||
| CHAIR-ELECT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DEBORAH PATE | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DONALD M SLATE | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS MANCHESTER | ||||||||
| BOARD MEMBER (THRU 05/16) | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH HAMMAN OLIVER | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTEBAN B VILLANUEVA | ||||||||
| BOARD MEMBER (THRU 05/16) | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| EVELYN LAMDEN | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| HELENE GOULD | ||||||||
| BOARD MEMBER (THRU 02/16) | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELINE PARKS | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C WENDLER | ||||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES L FITZPATRICK | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE MCAULIFFE | ||||||||
| BOARD MEMBER (THRU 05/16) | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET GORRIE | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ZYGOWICZ | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH WATERS | ||||||||
| BOARD MEMBER (THRU 10/15) | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA BROWN | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| K ALAN LONBOM | ||||||||
| BOARD MEMBER (THRU 01/16) | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| KARIN EASTHAM | ||||||||
| BOARD MEMBER (THRU 05/16) | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN DAVIS | ||||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LISETTE FARRELL | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MANECK WADIA PHD | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL R WOODBURY | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | 0.20 | ||
| PAUL CHACON | ||||||||
| BOARD MEMBER (THRU 05/16) | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| PENNY WING | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| PHYLLIS EPSTEIN | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| SAM ERSAN | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SHEARN H PLATT | ||||||||
| IMMEDIATE PAST CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 0.20 | |
| SOPHIE BRYAN | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| WARREN O KESSLER MD | ||||||||
| CHAIR OF THE BOARD | 4.00 | Yes (X) | $0 | $0 | $0 | 0.20 | ||
| WILLIAM T WALTON III | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM WEBER | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE MCDONALD | ||||||||
| CHIEF OF STAFF | 40.00 | $132,104 | $0 | $6,478 | Yes (X) | |||
| MARTHA GILMER | ||||||||
| C.E.O | 40.00 | $357,255 | $0 | $20,222 | Yes (X) | 0.20 | ||
| ROBERT WILKINS | ||||||||
| C.O.O. (THRU 01/31/17) | 40.00 | $160,671 | $0 | $16,425 | Yes (X) | |||
| SETH GOLDMAN | ||||||||
| C.F.O. | 40.00 | $146,125 | $0 | $26,041 | Yes (X) | |||
| ALEXANDER PALAMIDIS | ||||||||
| MUSICIAN | 40.00 | $116,059 | $0 | $13,280 | Yes (X) | |||
| CHI-YUAN CHEN | ||||||||
| MUSICIAN | 40.00 | $118,928 | $0 | $6,734 | Yes (X) | |||
| MICAH WILKINSON | ||||||||
| MUSICIAN | 40.00 | $119,250 | $0 | $8,852 | Yes (X) | |||
| SHERYL RENK | ||||||||
| MUSICIAN | 40.00 | $111,819 | $0 | $9,056 | Yes (X) | |||
| YAO ZHAO | ||||||||
| MUSICIAN | 40.00 | $117,372 | $0 | $10,980 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,379,583 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $118,068 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| POWER PLUS SOUND AND LIGHTING | |||||
| 2460 GRAND AVE | VISTA | CA | 92081 | AUDIO/VISUAL | $366,891 |
| JAHJA LING INC | |||||
| 1458 WOODGLEN TERRACE | BONITA | CA | 91902 | CONDUCTOR | $319,540 |
| COLUMBIA ARTISTS MANAGEMENT | |||||
| 1790 BROADWAY 16TH FLOOR | NEW YORK | NY | 10019 | ARTIST MANAGEMENT | $310,104 |
| RAINDROP MARKETING | |||||
| 800 W IVY STREET SUITE A | SAN DIEGO | CA | 92101 | MARKETING | $257,779 |
| ALLEGRA PRINT & IMAGING | |||||
| 7515 METROPOLITAN DR 405 | SAN DIEGO | CA | 92108 | PRINTING AND DESIGN | $175,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $894,768 | FundraisingAmt |
| Related Organizations | $2,984,000 | RelatedOrganizationsAmt |
| Government Grants | $558,366 | GovernmentGrantsAmt |
| All Other Contributions | $14,947,881 | AllOtherContributionsAmt |
| Noncash Contributions | $83,937 | NoncashContributionsAmt |
| Total Contributions | $19,385,015 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT TICKETS | 900099 | $5,745,471 | $5,745,471 |
| OTHER PERFORMANCE REVENUE | 900099 | $1,827,938 | $1,827,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,573,409 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,300 | TotalRevenueColumnAmt |
| Exclusion | $1,300 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $210,738 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $210,738 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,738 | TotalRevenueColumnAmt |
| Exclusion | $210,738 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,142 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,937 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $205 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205 | TotalRevenueColumnAmt |
| Exclusion | $205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $48,510 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $894,768 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $327,886 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$279,376 | TotalRevenueColumnAmt |
| Exclusion | -$279,376 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $105,244 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,244 | TotalRevenueColumnAmt |
| Exclusion | $105,244 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTREACH INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $750 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $750 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,997,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,574,159 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,111 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,123 | TotalAmt |
| Management And General | $914,123 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,339,795 | TotalAmt |
| Program Services | $10,438,511 | ProgramServicesAmt |
| Management And General | $260,700 | ManagementAndGeneralAmt |
| Fundraising | $640,584 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,767,433 | TotalAmt |
| Program Services | $1,756,463 | ProgramServicesAmt |
| Fundraising | $10,970 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,598,914 | TotalAmt |
| Program Services | $1,499,500 | ProgramServicesAmt |
| Management And General | $37,591 | ManagementAndGeneralAmt |
| Fundraising | $61,823 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,006 | TotalAmt |
| Program Services | $901,095 | ProgramServicesAmt |
| Management And General | $70,253 | ManagementAndGeneralAmt |
| Fundraising | $52,658 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,844 | TotalAmt |
| Management And General | $108,844 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,355 | TotalAmt |
| Management And General | $65,355 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,519 | TotalAmt |
| Fundraising | $1,519 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,286,751 | TotalAmt |
| Program Services | $3,044,545 | ProgramServicesAmt |
| Management And General | $219,785 | ManagementAndGeneralAmt |
| Fundraising | $22,421 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556,292 | TotalAmt |
| Program Services | $1,445,296 | ProgramServicesAmt |
| Management And General | $381 | ManagementAndGeneralAmt |
| Fundraising | $110,615 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,908 | TotalAmt |
| Program Services | $107,765 | ProgramServicesAmt |
| Management And General | $220,876 | ManagementAndGeneralAmt |
| Fundraising | $33,267 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,787 | TotalAmt |
| Management And General | $96,787 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,367 | TotalAmt |
| Program Services | $81,367 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,198 | TotalAmt |
| Program Services | $408,015 | ProgramServicesAmt |
| Management And General | $41,183 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,602 | TotalAmt |
| Program Services | $12,266 | ProgramServicesAmt |
| Management And General | $48,884 | ManagementAndGeneralAmt |
| Fundraising | $5,452 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,697 | TotalAmt |
| Program Services | $63 | ProgramServicesAmt |
| Management And General | $45,634 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,417,283 | TotalAmt |
| Program Services | $949,440 | ProgramServicesAmt |
| Management And General | $467,843 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,473 | TotalAmt |
| Program Services | $48,318 | ProgramServicesAmt |
| Management And General | $141,155 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| OTHER CONCERT PRODUCTIO | $352,160 | $352,160 | |
| DONOR RECEPTIONS/EVENTS | $172,802 | $172,802 | |
| CREDIT CARD PROCESSING | $163,274 | $141,518 | $21,756 |
| OTHER FUNDRAISING EXPEN | $78,847 | $78,847 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$124,404 | TotalAmt |
| Management And General | -$161,075 | ManagementAndGeneralAmt |
| Fundraising | $36,671 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,014,026 | TotalAmt |
| Program Services | $21,186,322 | ProgramServicesAmt |
| Management And General | $2,578,319 | ManagementAndGeneralAmt |
| Fundraising | $1,249,385 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,977 | BOYAmt |
| EOY | $2,318,515 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,402,071 | BOYAmt |
| EOY | $6,381,076 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,129 | BOYAmt |
| EOY | $220,665 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,267 | BOYAmt |
| EOY | $46,611 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,355 | BOYAmt |
| EOY | $782,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,176,216 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,941,568 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,227,411 | BOYAmt |
| EOY | $27,234,648 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,169 | BOYAmt |
| EOY | $938,004 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,301 | BOYAmt |
| EOY | $97,301 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,231,680 | BOYAmt |
| EOY | $38,018,999 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,636,557 | BOYAmt |
| EOY | $6,705,337 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,797,853 | BOYAmt |
| EOY | $2,994,424 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,934,410 | BOYAmt |
| EOY | $10,699,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,165,804 | BOYAmt |
| EOY | $17,020,672 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,807,881 | BOYAmt |
| EOY | $7,712,823 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,323,585 | BOYAmt |
| EOY | $2,585,743 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,297,270 | BOYAmt |
| EOY | $27,319,238 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,231,680 | BOYAmt |
| EOY | $38,018,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,983,259 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $38,709 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $15,256,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,578,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,175,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,099,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,385,015 | CurrentTaxYearAmt |
| Total | $85,496,589 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,256,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,578,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,175,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,099,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,385,015 | CurrentTaxYearAmt |
| Total | $85,496,589 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,142,270 | SubstantialContributorsTotAmt |
| Public Support Total170 | $67,354,319 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $198,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $210,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,038 | CurrentTaxYearAmt |
| Total | $978,816 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,244 | CurrentTaxYearAmt |
| Total | $839,342 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $87,314,747 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $35,405,771 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77140 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support PY509 | 0.74380 | PublicSupportPY509Pct |
| Investment Income PY | 0.00810 | InvestmentIncomePYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | GROSS CONCESSION SALES - 2011 AMOUNT: $ 161,423. 2012 AMOUNT: $ 161,761. 2013 AMOUNT: $ 142,747. 2014 AMOUNT: $ 268,167. 2015 AMOUNT: $ 105,244. |
| SCHEDULE A, PAGES 1 & 2 | THE ASSOCIATION IS CLASSIFIED BY THE IRS AS A 509(A)(2) PUBLIC CHARITY. FOR THE CURRENT YEAR THE ORGANIZATION IS MEETING THE SUPPORT TEST UNDER 509(A)(1) AT 77.14% |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $994,194 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$13,929 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,709 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,519 | AdministrativeExpensesAmt |
| End Year Balance | $936,037 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,018,589 | BeginningYearBalanceAmt |
| Contributions | $9,488 | ContributionsAmt |
| Investment Earnings Or Losses | $6,073 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,080 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,876 | AdministrativeExpensesAmt |
| End Year Balance | $994,194 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $938,871 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $124,265 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,120 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,427 | AdministrativeExpensesAmt |
| End Year Balance | $1,018,589 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $901,080 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,138 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,698 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,649 | AdministrativeExpensesAmt |
| End Year Balance | $938,871 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $940,158 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,074 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $33,538 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,466 | AdministrativeExpensesAmt |
| End Year Balance | $901,080 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,370,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,370,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,368,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,979,802 | DepreciationAmt |
| Book Value | $14,388,512 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,469,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,261,350 | DepreciationAmt |
| Book Value | $9,207,782 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,968,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,700,416 | DepreciationAmt |
| Book Value | $1,268,354 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,234,648 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | GENERATE INCOME TO SUPPORT SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION OPERATIONS. |
| PART X, LINE 2: | SDSO AND SDSF ARE BOTH CALIFORNIA NOT-FOR-PROFIT CORPORATIONS THAT ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. SDSO AND SDSF FOLLOW THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. SDSO AND SDSF HAVE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2016 AND 2015. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPUS GALA | Event1Nm |
| Gross Receipts Event1 | $727,822 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $679,312 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $48,510 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $31,891 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $239,118 | OtherDirectExpensesEvent1Amt |
| Event2 | HOME FOR THE HOLIDAYS | Event2Nm |
| Gross Receipts Event2 | $86,825 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $86,825 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $7,578 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $128,631 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $128,631 | CharitableContriOtherEventsAmt |
| Entertainment Other Events | $1,589 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $47,710 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $943,278 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $894,768 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $48,510 | GrossRevenueTotalEventsAmt |
| Entertainment Total Events | $33,480 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $294,406 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $327,886 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$279,376 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA GILMER | ||||||||||||||
| C.E.O | $337,255 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $20,222 | $0 | $377,477 | $0 | $0 | $0 |
| ROBERT WILKINS | ||||||||||||||
| C.O.O. (THRU 01/31/17) | $160,671 | $0 | $0 | $0 | $0 | $0 | $8,012 | $0 | $8,413 | $0 | $177,096 | $0 | $0 | $0 |
| SETH GOLDMAN | ||||||||||||||
| C.F.O. | $146,125 | $0 | $0 | $0 | $0 | $0 | $7,306 | $0 | $18,735 | $0 | $172,166 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES ARE AWARDED TO VARIOUS INDIVIDUALS LISTED AT FORM 990, PART VII, SECTION A, LINE 1A BASED ON A DISCRETIONARY METHOD AND MEETING GOAL/MERIT REQUIREMENTS. A FORMULA BASE BONUS METHOD IS NOT USED BY THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $83,937 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| 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 6 | INDIVIDUALS WHO DONATE AT LEAST $100 TO THE ASSOCIATION BECOME MEMBERS FOR THAT FISCAL YEAR. THERE IS ONE CLASS OF MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL MEMBERS MEETING, MEMBERS VOTE ON THE ELECTION OF DIRECTORS BASED UPON THE EXPIRATION OF EXISTING DIRECTORS' TERMS. PER OUR BYLAWS, THE ASSOCIATION IS AUTHORIZED NUMBER OF DIRECTORS IS 48; 24 OF WHOM SHALL BE SUBJECT TO VOTE BY THE MEMBERS, AND 24 OF WHOM SHALL BE DESIGNATED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT REVIEWS THE FORM 990 THEN THE AUDIT COMMITTEE REVIEWS AND APPROVES. THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE FORM 990 TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE IS DELIVERED ANNUALLY TO THE BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO BRING POTENTIAL CONFLICTS OF INTEREST TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REGULARLY DISCUSSES POTENTIAL CONFLICTS & SOME MATTERS ARE BROUGHT TO THE ENTIRE BOARD OF DIRECTORS. IF A CONFLICT OF INTEREST ARISES, SUCH BOARD MEMBER IS NOT PERMITTED TO VOTE ON THE TRANSACTION. CONFLICT OF INTEREST FOR OFFICERS AND KEY EMPLOYEES ARE COVERED IN THE EMPLOYEE HANDBOOK AND IS PROHIBITED. IF A CONFLICT OF INTEREST ARISES IT IS BROUGHT TO THE ATTENTION OF THE EXECUTIVE DIRECTOR AND BOARD IF APPROPRIATE. THERE HAVE BEEN NO INCIDENCES OF CONFLICT DURING THE YEAR ENDING JUNE 30, 2016. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO, CFO AND COO IS REVIEWED AND APPROVED BY MEMBERS OF THE CEO REVIEW COMMITTEE AND HUMAN RESOURCE COMMITTEE, RESPECTIVELY. THE PROCESS IS BASED ON COMPARABLE DATA AND IS DOCUMENTED. |
| 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 AND ON THEIR WEBSITE. ADDITIONALLY, THE COMBINED FINANCIAL STATEMENTS OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION AND THE SAN DIEGO SYMPHONY FOUNDATION ARE SUBJECT TO AN ANNUAL INDEPENDENT AUDIT. THE AUDIT REPORT IS AVAILABLE ON THE SAN DIEGO SYMPHONY'S WEBSITE AND IS ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | GUEST ARTIST FEES & EXPENSES: PROGRAM SERVICE EXPENSES 2,605,784. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,605,784. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 120,478. MANAGEMENT AND GENERAL EXPENSES 127,267. FUNDRAISING EXPENSES 22,421. TOTAL EXPENSES 270,166. JANITORIAL SERVICE: PROGRAM SERVICE EXPENSES 152,443. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,443. SECURITY SERVICE: PROGRAM SERVICE EXPENSES 158,563. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 158,563. STAFF SEARCH/RELOCATION: PROGRAM SERVICE EXPENSES 7,277. MANAGEMENT AND GENERAL EXPENSES 92,518. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,795. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO SYMPHONY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141858753 | EIN |
| Primary Activities | SUPPORT ORGANIZATION TO ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO SYMPHONY ORCHESTRA 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAN DIEGO SYMPHONY FOUNDATION | ||
| C | $2,984,000 | CASH |
| SAN DIEGO SYMPHONY FOUNDATION 50000 | ||
| N | $0 | FMV |
| SAN DIEGO SYMPHONY FOUNDATION 50000 | ||
| O | $0 | FMV |
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