SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION (EIN 95-2104089)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201603209349317315
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T18:39:39-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952835976 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 | 952104089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8058989386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN R MARTIN | PersonNm |
| Person Title | INTERIM EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8058989386 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAIL H ANIKOUCHINE | PreparerPersonNm |
| PTIN | P00161999 | PTIN |
| Phone | 8059664157 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN R MARTIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,554,069 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.THESYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENRICH OUR COMMUNITY BY CREATING POWERFUL MUSICAL EXPERIENCES PERFORMED WITH PASSION AND EXCELLENCE, AND BY PROVIDING INDISPENSABLE MUSIC EDUCATION AND COMMUNITY ENGAGEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 200 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,658,077 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,307,936 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $778,431 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $836,403 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,204 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,215 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$22,773 | PYOtherRevenueAmt |
| CY Other Revenue | $11,926 | CYOtherRevenueAmt |
| PY Total Revenue | $3,420,939 | PYTotalRevenueAmt |
| CY Total Revenue | $3,162,480 | 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 | $1,693,821 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,787,869 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $24,944 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $18,010 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $260,206 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,113,896 | PYOtherExpensesAmt |
| CY Other Expenses | $1,080,067 | CYOtherExpensesAmt |
| PY Total Expenses | $2,832,661 | PYTotalExpensesAmt |
| CY Total Expenses | $2,885,946 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $588,278 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $276,534 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,763,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,009,456 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $539,999 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $515,113 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,223,411 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,494,343 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENRICH OUR COMMUNITY BY CREATING POWERFUL MUSICAL EXPERIENCES PERFORMED WITH PASSION AND EXCELLENCE, AND BY PROVIDING INDISPENSABLE MUSIC EDUCATION AND COMMUNITY ENGAGEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,808,304 | ExpenseAmt |
| Revenue | $807,584 | RevenueAmt |
| Desc | SEASON PROGRAM: CONSISTS OF 14 SUBSCRIPTION CONCERTS PERFORMED BETWEEN OCTOBER AND MAY WITH ONE STANDALONE CONCERT FOR NEW YEAR'S EVE. TOTAL SEASON ATTENDANCE WAS APPROXIMATELY 15,000 PEOPLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $324,415 | ExpenseAmt |
| Revenue | $28,819 | RevenueAmt |
| Desc | SANTA BARBARA SYMPHONY MUSIC EDUCATION CENTER: FREE PROGRAMS FOR STUDENTS IN GRADES 4-6 THAT INTRODUCE STUDENTS TO THE INSTRUMENTS AND THE ORCHESTRA - WITH A MUSIC VAN THAT VISITS SCHOOLS AND TWO CONCERTS FOR YOUNG PEOPLE. LOW COST OR FREE PROGRAMS FOR STUDENTS AGED 9-18 TO PERFORM WITH OTHERS IN A GROUP SETTING - STRING WORKSHOP, JUNIOR ORCHESTRA, YOUTH SYMPHONY. FREE SCHOOL DEMONSTRATION FROM GUEST ARTISTS THAT ARE PERFORMING WITH THE ORCHESTRA. ALL OF THESE PROGRAMS COMBINE TO REACH OVER 5,000 YOUNG PEOPLE IN SANTA BARBARA COUNTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,132,719 | 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 | 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 | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 200 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S B SYMPHONY ORCHESTRA ASSOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8058989386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|
| MIKKI ANDINA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAYLE BEEBE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLYN BERNARD BERNSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MASHEY BERNSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE CALVERT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN ERICKSON | |||||||
| COUNSEL | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY GOLDEN | |||||||
| DEVELOPMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREEMAN GOSDEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON GREENLEAF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA GREGORY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS HARRIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN KERNS | |||||||
| FORMER COUNSEL | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ART KVAAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MEYERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEFAN RIESENFELD | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SCHLUEER | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD SIMON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GENE SINSER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD JAY SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN SPECTOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H WALLACE VANDEVER | |||||||
| FORMER DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT MOORE | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ARTHUR SWALLEY | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FRED WUDL | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID CHERNOF | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DON GILMAN EDD | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE KONSTANTINOW PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE RICHARDSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA STEPHENS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WEINMAN PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID PRATT | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $125,192 | $0 | $13,265 | Yes (X) | 2.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $125,192 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,265 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NIR KABARETTI | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 ORCHID DRIVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MUSIC AND ARTISTIC DIRECTOR | ServicesDesc |
| Compensation | $100,658 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $14,675 | FundraisingAmt |
| Related Organizations | $261,461 | RelatedOrganizationsAmt |
| Government Grants | $6,000 | GovernmentGrantsAmt |
| All Other Contributions | $2,025,800 | AllOtherContributionsAmt |
| Noncash Contributions | $129,218 | NoncashContributionsAmt |
| Total Contributions | $2,307,936 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT TICKET SALES | 711130 | $807,584 | $807,584 |
| TUITION | 711130 | $26,069 | $26,069 |
| MISCELLANEOUS INCOME | 711130 | $2,750 | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $836,403 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,787 | TotalRevenueColumnAmt |
| Exclusion | $7,787 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $377,075 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $378,647 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,572 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,572 | TotalRevenueColumnAmt |
| Exclusion | -$1,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,868 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,675 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,942 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,926 | TotalRevenueColumnAmt |
| Exclusion | $11,926 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,162,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $836,403 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,141 | ExclusionAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,265 | TotalAmt |
| Program Services | $24,490 | ProgramServicesAmt |
| Management And General | $73,469 | ManagementAndGeneralAmt |
| Fundraising | $65,306 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185,706 | TotalAmt |
| Program Services | $949,076 | ProgramServicesAmt |
| Management And General | $157,117 | ManagementAndGeneralAmt |
| Fundraising | $79,513 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,264 | TotalAmt |
| Program Services | $98,487 | ProgramServicesAmt |
| Management And General | $1,576 | ManagementAndGeneralAmt |
| Fundraising | $2,201 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,907 | TotalAmt |
| Program Services | $202,705 | ProgramServicesAmt |
| Management And General | $4,090 | ManagementAndGeneralAmt |
| Fundraising | $12,112 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,727 | TotalAmt |
| Program Services | $106,951 | ProgramServicesAmt |
| Management And General | $720 | ManagementAndGeneralAmt |
| Fundraising | $10,056 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,550 | TotalAmt |
| Management And General | $54,550 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,010 | TotalAmt |
| Fundraising | $18,010 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,723 | TotalAmt |
| Program Services | $258,256 | ProgramServicesAmt |
| Management And General | $19,367 | ManagementAndGeneralAmt |
| Fundraising | $100 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,646 | TotalAmt |
| Program Services | $86,646 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,167 | TotalAmt |
| Program Services | $51,757 | ProgramServicesAmt |
| Management And General | $42,782 | ManagementAndGeneralAmt |
| Fundraising | $9,628 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,210 | TotalAmt |
| Management And General | $83,789 | ManagementAndGeneralAmt |
| Fundraising | $4,421 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,017 | TotalAmt |
| Program Services | $405 | ProgramServicesAmt |
| Management And General | $148 | ManagementAndGeneralAmt |
| Fundraising | $3,464 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,663 | TotalAmt |
| Program Services | $3,761 | ProgramServicesAmt |
| Management And General | $7,871 | ManagementAndGeneralAmt |
| Fundraising | $3,031 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,069 | TotalAmt |
| Management And General | $19,069 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,051 | TotalAmt |
| Program Services | $1,034 | ProgramServicesAmt |
| Management And General | $16,017 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CONCERT EXPENSES | $312,865 | $312,865 | ||
| HOSPITALITY | $52,268 | $52,268 | ||
| EQUIPMENT RENTAL & MAIN | $42,958 | $35,730 | $7,228 | |
| BAD DEBT | $3,866 | $3,866 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,014 | TotalAmt |
| Program Services | $556 | ProgramServicesAmt |
| Management And General | $1,362 | ManagementAndGeneralAmt |
| Fundraising | $96 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,885,946 | TotalAmt |
| Program Services | $2,132,719 | ProgramServicesAmt |
| Management And General | $493,021 | ManagementAndGeneralAmt |
| Fundraising | $260,206 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,390 | BOYAmt |
| EOY | $391,746 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,166 | BOYAmt |
| EOY | $166,962 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,741 | BOYAmt |
| EOY | $313,383 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,053 | BOYAmt |
| EOY | $43,764 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,419 | BOYAmt |
| EOY | $61,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $175,452 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,683 | BOYAmt |
| EOY | $80,903 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,913 | BOYAmt |
| EOY | $919,733 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,045 | BOYAmt |
| EOY | $31,085 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,410 | BOYAmt |
| EOY | $2,009,456 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,315 | BOYAmt |
| EOY | $130,119 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,684 | BOYAmt |
| EOY | $384,994 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,999 | BOYAmt |
| EOY | $515,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,502 | BOYAmt |
| EOY | $1,062,163 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,909 | BOYAmt |
| EOY | $432,180 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,223,411 | BOYAmt |
| EOY | $1,494,343 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,410 | BOYAmt |
| EOY | $2,009,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $276,534 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,602 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,966,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,629,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,765,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,658,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,307,936 | CurrentTaxYearAmt |
| Total | $10,327,540 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,966,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,629,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,765,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,658,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,307,936 | CurrentTaxYearAmt |
| Total | $10,327,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,534,303 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,793,237 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,215 | CurrentTaxYearAmt |
| Total | $41,569 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,750 | CurrentTaxYearAmt |
| Total | $18,164 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,387,273 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,211,266 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $5,582,254 | BeginningYearBalanceAmt |
| Contributions | $680,143 | ContributionsAmt |
| Investment Earnings Or Losses | -$387,760 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $261,461 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $36,579 | AdministrativeExpensesAmt |
| End Year Balance | $5,576,597 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,558,745 | BeginningYearBalanceAmt |
| Contributions | $30,218 | ContributionsAmt |
| Investment Earnings Or Losses | $262,904 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $235,373 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $34,240 | AdministrativeExpensesAmt |
| End Year Balance | $5,582,254 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,640,729 | BeginningYearBalanceAmt |
| Contributions | $320,206 | ContributionsAmt |
| Investment Earnings Or Losses | $842,709 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $215,966 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,933 | AdministrativeExpensesAmt |
| End Year Balance | $5,558,745 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,013,443 | BeginningYearBalanceAmt |
| Contributions | $271,393 | ContributionsAmt |
| Investment Earnings Or Losses | $575,170 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,894 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $22,383 | AdministrativeExpensesAmt |
| End Year Balance | $4,640,729 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,365,850 | BeginningYearBalanceAmt |
| Contributions | $35,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$177,225 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $186,266 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,416 | AdministrativeExpensesAmt |
| End Year Balance | $4,013,443 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | 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 | $88,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,394 | DepreciationAmt |
| Book Value | $36,208 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,850 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,155 | DepreciationAmt |
| Book Value | $44,695 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,903 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SYMPHONY IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2016, OR FOR ANY PERIOD FOR WHICH THE NORMAL STATUTE OF LIMITATIONS REMAINS OPEN. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA BENESH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 OVERLOOK RIDGE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANTWRITING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $227,450 | GrossReceiptsAmt |
| Retained By Contractor | $18,010 | RetainedByContractorAmt |
| Net To Organization | $209,440 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $227,450 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $18,010 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $209,440 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RAMON TALK | Event1Nm |
| Gross Receipts Event1 | $19,298 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,575 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,723 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,836 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,200 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,000 | EntertainmentEvent1Amt |
| Event2 | HANDS ON/HIGH TEA | Event2Nm |
| Gross Receipts Event2 | $19,245 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $7,100 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $12,145 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $2,079 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,827 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,000 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $1,000 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $39,543 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,675 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,868 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,836 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,279 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,827 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,942 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,926 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $114,543 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 0 | ContributionCnt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | WINE & FOOD | 1 | $11,575 | FMV |
| Yes (X) | INSTRUMENTS | 1 | $3,100 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND AUDIT COMMITTEE. AFTER THE APPROVAL OF THE 990 BY THE FINANCE & AUDIT COMMITTEES, IT WILL BE PRESENTED TO THE BOARD OF DIRECTORS FOR ANY COMMENTS AND QUESTIONS PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SYMPHONY HAS BOTH A WRITTEN CONFLICT OF INTEREST POLICY AND AN ANNUAL DISCLOSURE OF CONFLICTS. THE GOVERNANCE COMMITTEE OF THE BOARD OVERSEES DISTRIBUTION OF THE POLICY TO NEW BOARD MEMBERS AND THE COLLECTION OF ANNUAL DISCLOSURES OF CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ONCE A YEAR, JULY 1ST, COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER EMPLOYEES IS REVIEWED BY THE HUMAN RESOURCES (HR) COMMITTEE. THE HR COMMITTEE DOES A SURVEY WITH THE NON-PROFIT LEAGUE AND THE AMERICAN MUSICIAN ORCHESTRA LEAGUE REGARDING COMPENSATION. UPON THEIR RECOMMENDATION FOR AN INCREASE IN COMPENSATION, COMPENSATION WILL BE APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING FORMS ARE AVAILABLE FOR INSPECTION AT THE OFFICES OF THE SYMPHONY DURING REGULAR BUSINESS HOURS, SUBJECT TO AN APPOINTMENT MADE THROUGH THE MANAGING DIRECTOR'S OFFICE. |
| FORM 990, PART XI, LINE 2C | THE FINANCE AND AUDIT COMMITTEES REVIEW THE AUDITED FINANCIAL STATEMENTS AND 990 THEN PRESENTS THEM TO THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE RECOMMENDS INDEPENDENT AUDITORS AND THE BOARD OF DIRECTORS CHOOSES THE AUDITOR. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
| FORM 990, PART VI, SECTION A | THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, VICE PRESIDENT, THE SECRETARY/COUNSEL, AND TREASURER, IMMEDIATE PAST-PRESIDENT, CHAIR OF THE DEVELOPMENT COMMITTEE, TWO DIRECTORS AT LARGE, ELECTED BY THE BOARD, AND THE EXECUTIVE DIRECTOR AND THE MUSIC AND ARTISTIC DIRECTOR, WHO SHALL BE EX OFFICIO NON-VOTING MEMBERS.. ALL EXECUTIVE COMMITTEE MEMBERS ARE ON THE GOVERNING BOARD. WITHIN LIMITS, IF ANY, AS MAY BE SET BY RESOLUTION OF THE BOARD FROM TIME TO TIME, THE EXECUTIVE COMMITTEE IS SPECIFICALLY DELEGATED THE AUTHORITY OF THE BOARD TO ACT ON BEHALF OF THE BOARD ON MATTERS REQUIRING BOARD ACTION BETWEEN REGULARLY SCHEDULED MEETINGS AND WHEN THE BOARD CANNOT PRACTICALLY BE CONVENED. THE EXECUTIVE COMMITTEE SHALL EXERCISE THIS AUTHORITY JUDICIOUSLY AND WITH RESTRAINT. THE EXECUTIVE COMMITTEE SHALL REVIEW THE WORK OF THE BOARD COMMITTEES, APPROVE THE AGENDA FOR BOARD MEETINGS AND MONITOR THE ASSOCIATION'S LONG-RANGE AND STRATEGIC PLANS AND MAKE RECOMMENDATIONS TO THE BOARD BASED UPON ITS ONGOING REVIEW AS IT DEEMS APPROPRIATE. THE EXECUTIVE COMMITTEE SHALL ALSO HAVE THE RESPONSIBILITY TO SERVE AS COUNSEL TO THE EXECUTIVE DIRECTOR AS HE OR SHE MAY REQUEST. THE EXECUTIVE COMMITTEE MET 10 TIMES DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956542234 | EIN |
| Primary Activities | MANAGES CONTRIBUTIONS TO PROVIDE GENERAL SUPPORT FOR THE SYMPHONY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)3 | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | 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 | SANTA BARBARA SYMPHONY ENDOWMENT TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $261,461 | InvolvedAmt |
| Method Of Amount Determination | PERCENTAGE OF INVESTMENTS | MethodOfAmountDeterminationTxt |
Comments