PEORIA SYMPHONY ORCHESTRA: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PEORIA SYMPHONY ORCHESTRA (EIN 37-0901338)
Tax period
2015-06-01 to 2016-05-31
Filed
2016-12-22
IRS object ID
201643579349300234
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

FieldValueIRS element (for citing)
Return2016-12-22T15:49:13-06:00ReturnTs
Tax Period End2016-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 SW ADAMS STE 1000AddressLine1Txt
CityPEORIACityNm
State AbbreviationILStateAbbreviationCd
ZIP61602ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN370901338EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEORIA SYMPHONY ORCHESTRABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEORBusinessNameControlTxt
Phone3096711096PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 STATE STREETAddressLine1Txt
CityPEORIACityNm
State AbbreviationILStateAbbreviationCd
ZIP61602ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL SPOSATOPersonNm
Person TitleCURRENT PRESIDENTPersonTitleTxt
Phone3096711096PhoneNum
Signature2016-12-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAMUEL A CIGELNIKPreparerPersonNm
PTINP00324762PTIN
Phone3096714500PhoneNum
Preparation2016-12-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL SPOSATOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 STATE STREETAddressLine1Txt
CityPEORIACityNm
State AbbreviationILStateAbbreviationCd
ZIP61602ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,144,694GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressPEORIASYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO ENCOURAGE THE PERFORMANCE OF QUALITY ORCHESTRAL MUSIC, PROVIDE AN EDUCATIONAL OPPORTUNITY FOR MUSICIANS, PROVIDE ENJOYMENT TO THE CITIZENS, AND ELEVATE THE STANDARDS OF ART IN THE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee211TotalEmployeeCnt
Total Volunteers185TotalVolunteersCnt
Total Gross UBI$19,313TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$11,893NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$591,474PYContributionsGrantsAmt
CY Contributions Grants$492,092CYContributionsGrantsAmt
PY Program Service Revenue$536,662PYProgramServiceRevenueAmt
CY Program Service Revenue$599,068CYProgramServiceRevenueAmt
PY Investment Income$60PYInvestmentIncomeAmt
CY Investment Income$152CYInvestmentIncomeAmt
PY Other Revenue$38,291PYOtherRevenueAmt
CY Other Revenue$46,483CYOtherRevenueAmt
PY Total Revenue$1,166,487PYTotalRevenueAmt
CY Total Revenue$1,137,795CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$697,825PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$725,272CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$86,686CYTotalFundraisingExpenseAmt
PY Other Expenses$497,025PYOtherExpensesAmt
CY Other Expenses$431,802CYOtherExpensesAmt
PY Total Expenses$1,194,850PYTotalExpensesAmt
CY Total Expenses$1,157,074CYTotalExpensesAmt
PY Revenues Less Expenses-$28,363PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$19,279CYRevenuesLessExpensesAmt
Total Assets BOY$4,521,982TotalAssetsBOYAmt
Total Assets EOY$4,124,086TotalAssetsEOYAmt
Total Liabilities BOY$411,778TotalLiabilitiesBOYAmt
Total Liabilities EOY$377,738TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,110,204NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,746,348NetAssetsOrFundBalancesEOYAmt
MissionTO ENCOURAGE THE PERFORMANCE OF QUALITY ORCHESTRAL MUSIC, PROVIDE AN EDUCATIONAL OPPORTUNITY FOR MUSICIANS, PROVIDE ENJOYMENT TO THE CITIZENS, AND ELEVATE THE STANDARDS OF ART IN THE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$671,803ExpenseAmt
Revenue$522,433RevenueAmt
DescSUBSCRIPTION CONCERT SERIES - AN EIGHT CONCERT SERIES OF PRIMARILY CLASSICAL MUSIC FEATURING THE ORCHESTRA AND GUEST ARTISTS. THE MAJORITY OF THE CONCERTS ARE HELD AT THE PEORIA CIVIC CENTER THEATER.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$12,423ExpenseAmt
Revenue$25,519RevenueAmt
DescOTHER CONCERTS - SYMPHONY SUNDAY - A FREE CONCERT HELD ON THE RIVERFRONT AND OUTREACH ENSEMBLE PERFORMANCES HELD THROUGHOUT THE COMMUNITY IN SUPPORT OF OUR CONTINUING OUTREACH PROGRAMS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$17,973ExpenseAmt
Revenue$74,000RevenueAmt
DescPSO@WTVP SERIES - TWO CONCERT SERIES - MUSICAL DISCOVERY AND SOUND BITES WITH MUSICAL PRESENTATIONS PERFORMED BEFORE A LIVE AUDIENCE AND RECORDED FOR FUTURE BROADCAST ON WTVP.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$702,199TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee211EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSAN HOFFMAN EXEC DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3096711096PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 STATE STREETAddressLine1Txt
CityPEORIACityNm
State AbbreviationILStateAbbreviationCd
ZIP61602ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KIP STRASMA
PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
KENT MALONE
VICE PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
KATHARINE FRANCIS
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
SHARON AMDALL
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
JOHN R DAY
DIRECTOR1.000.00Yes (X)$0$0$0
STEPHEN R BROWN
DIRECTOR1.000.00Yes (X)$0$0$0
GREGORY P GERONTES
DIRECTOR1.000.00Yes (X)$0$0$0
DOUGLAS F GROGAN
DIRECTOR1.000.00Yes (X)$0$0$0
JANICE LUKICH
DIRECTOR1.000.00Yes (X)$0$0$0
JENNIFER L MORRIS
DIRECTOR1.000.00Yes (X)$0$0$0
MICHAEL SPOSATO
DIRECTOR1.000.00Yes (X)$0$0$0
SHANTE TURNER
DIRECTOR1.000.00Yes (X)$0$0$0
BRIAN BURALLI
DIRECTOR1.000.00Yes (X)$0$0$0
ESTHER CHANG
DIRECTOR1.000.00Yes (X)$0$0$0
DARYL R DAGIT
DIRECTOR1.000.00Yes (X)$0$0$0
JOSHUA D HERMAN
DIRECTOR1.000.00Yes (X)$0$0$0
JEREMY KELLEM
DIRECTOR1.000.00Yes (X)$0$0$0
KATHRYN L SHACKELFORD
DIRECTOR1.000.00Yes (X)$0$0$0
LIZBETH LANDES REED
GUILD PRESIDENT1.000.00Yes (X)$0$0$0
MAUREEN WILLIAMS
GUILD VICE PRESIDENT1.000.00Yes (X)$0$0$0
SUSAN HOFFMAN
EXECUTIVE DIRECTOR38.002.00Yes (X)$70,380$0$17,595
FieldValueIRS element (for citing)
Total Reportable Comp From Org$70,380TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$17,595TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$274,516RelatedOrganizationsAmt
All Other Contributions$217,576AllOtherContributionsAmt
Total Contributions$492,092TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
SEASON TICKETS & CONCE711130$394,405$394,405
UNDERWRITING INCOME711130$185,350$185,350
PROGRAM ADVERTISING711130$19,313$19,313
FieldValueIRS element (for citing)
Total Program Service Revenue$599,068TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$152TotalRevenueColumnAmt
Exclusion$152ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$11,185FundraisingGrossIncomeAmt
Fundraising Direct Expenses$6,899FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,286TotalRevenueColumnAmt
Exclusion$4,286ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business711130BusinessCd
Total Revenue Column$42,197TotalRevenueColumnAmt
Related Or Exempt Func Income$42,197RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$42,197OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,137,795TotalRevenueColumnAmt
Related Or Exempt Func Income$621,952RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$19,313UnrelatedBusinessRevenueAmt
Exclusion$4,438ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$93,254TotalAmt
Program Services$46,627ProgramServicesAmt
Management And General$46,627ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$578,024TotalAmt
Program Services$428,744ProgramServicesAmt
Management And General$149,280ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,338TotalAmt
Management And General$8,338ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$45,656TotalAmt
Program Services$30,102ProgramServicesAmt
Management And General$15,554ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,335TotalAmt
Management And General$25,335ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$111,814TotalAmt
Program Services$24,178ProgramServicesAmt
Management And General$950ManagementAndGeneralAmt
Fundraising$86,686FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,163TotalAmt
Management And General$3,163ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$34,567TotalAmt
Management And General$34,567ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,407TotalAmt
Program Services$9,407ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,456TotalAmt
Management And General$2,456ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,534TotalAmt
Management And General$11,534ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,086TotalAmt
Management And General$15,086ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,128TotalAmt
Program Services$14,265ProgramServicesAmt
Management And General$2,863ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
HALL AND EQUIPMENT RENT$46,251$46,251
RECEPTIONS$44,574$44,574
OTHER MISCELLANEOUS$38,466$11,976$26,490
STAGING$20,235$20,235

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$51,786TotalAmt
Program Services$25,840ProgramServicesAmt
Management And General$25,946ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,157,074TotalAmt
Program Services$702,199ProgramServicesAmt
Management And General$368,189ManagementAndGeneralAmt
Fundraising$86,686FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$98,956BOYAmt
EOY$48,990EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$80,445BOYAmt
EOY$92,533EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,027BOYAmt
EOY$1,084EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,479BOYAmt
EOY$6,453EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,661BOYAmt
EOY$11,402EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$292,131LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$138,760LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$165,667BOYAmt
EOY$153,371EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$41,195BOYAmt
EOY$41,278EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,113,552BOYAmt
EOY$3,768,975EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,521,982BOYAmt
EOY$4,124,086EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$77,614BOYAmt
EOY$70,526EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$334,164BOYAmt
EOY$307,212EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$411,778BOYAmt
EOY$377,738EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$3,348BOYAmt
EOY-$87,353EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,113,552BOYAmt
EOY$3,833,701EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,110,204BOYAmt
EOY$3,746,348EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,521,982BOYAmt
EOY$4,124,086EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$19,279ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$344,577OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$311,903CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$505,436CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$579,195CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$591,474CurrentTaxYearMinus1YearAmt
Current Tax Year$492,092CurrentTaxYearAmt
Total$2,480,100TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$222,713CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$231,896CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,882CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$209,094CurrentTaxYearMinus1YearAmt
Current Tax Year$360,712CurrentTaxYearAmt
Total$1,190,297TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$534,616CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$737,332CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$745,077CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$800,568CurrentTaxYearMinus1YearAmt
Current Tax Year$852,804CurrentTaxYearAmt
Total$3,670,397TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$127,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,820CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$119,375CurrentTaxYearMinus1YearAmt
Current Tax Year$128,196CurrentTaxYearAmt
Total$479,310TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$127,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,820CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$119,375CurrentTaxYearMinus1YearAmt
Current Tax Year$128,196CurrentTaxYearAmt
Total$479,310TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,191,087PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$433CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$381CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$112CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$178CurrentTaxYearMinus1YearAmt
Current Tax Year$152CurrentTaxYearAmt
Total$1,256TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$433CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$381CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$112CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$178CurrentTaxYearMinus1YearAmt
Current Tax Year$152CurrentTaxYearAmt
Total$1,256TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,189CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,294CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,024CurrentTaxYearMinus1YearAmt
Current Tax Year$42,197CurrentTaxYearAmt
Total$87,928TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$536,238CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$737,937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$756,483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$833,770CurrentTaxYearMinus1YearAmt
Current Tax Year$895,153CurrentTaxYearAmt
Total$3,759,581TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.84880PublicSupportCY509Pct
Public Support PY5090.92030PublicSupportPY509Pct
Investment Income CY0.00030InvestmentIncomeCYPct
Investment Income PY0.00090InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$183,991OtherCostOrOtherBasisAmt
Depreciation$34,457DepreciationAmt
Book Value$149,534BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$108,140OtherCostOrOtherBasisAmt
Depreciation$104,303DepreciationAmt
Book Value$3,837BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$153,371TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN NET ASSETS OF PEORIA SYMPHONY FOUNDATIONDesc
Book Value$3,768,975BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,768,975TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED REVENUE - SEASON TICKETS$20,782
RELATED PARTY PROMISSORY NOTE$250,000
ACCRUED INTEREST PAYABLE$36,430
FieldValueIRS element (for citing)
Total Liability$307,212TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$825,284TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$192DonatedServicesAndUseFcltsAmt
Other Revenue-$312,703OtherRevenueAmt
Revenue Not Reported-$312,511RevenueNotReportedAmt
Revenue Subtotal$1,137,795RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,137,795TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,157,266TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$192DonatedServicesUseFcltsAmt
Expenses Not Reported$192ExpensesNotReportedAmt
Expenses Subtotal$1,157,074ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,157,074TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XI, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION -344,577. NET ASSETS RELEASED FROM RESTRICTION 31,874.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$11,185GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$11,185GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$6,899OthDirectExpnssOtherEventsAmt
Gross Receipts Total$11,185GrossReceiptsTotalAmt
Gross Revenue Total Events$11,185GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$6,899OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$6,899DirectExpenseSummaryEventsAmt
Net Income Summary$4,286NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE RETURN IS REVIEWED BY THE INTERNAL ACCOUNTANT AND EXECUTIVE DIRECTOR PRIOR TO SIGNATURE. IT IS THEN DELIVERED TO OFFICERS FOR SIGNATURES.
FORM 990, PART VI, SECTION B, LINE 12CWHEN SITUATIONS ARISE THAT ARE OF POSSIBLE CONFLICT, THEY ARE ADDRESSED AT THE BOARD LEVEL.
FORM 990, PART VI, SECTION B, LINE 15PERSONNEL COMMITTEE REVIEWS THE COMPENSATION FORM FROM THE LEAGUE OF AMERICAN ORCHESTRAS ANNUAL SURVEY OF SALARIES. SUSAN HOFFMAN IS COMPENSATED AT THE AVERAGE OF EXECUTIVE DIRECTOR COMPARISON.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, SECTION VII, LINE 1A, COLUMN B:HOURS FOR RELATED ORGANIZATIONS: SUSAN HOFFMAN IS THE EXECUTIVE DIRECTOR FOR TWO ORGANIZATIONS, PEORIA SYMPHONY FOUNDATION, INC. AND PEORIA SYMPHONY ORCHESTRA. HER 40-HOUR WORK WEEK IS SPLIT BETWEEN BOTH ORGANIZATIONS.
FORM 990, PART XI, LINE 9:CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION -344,577.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PEORIA SYMPHONY FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 STATE STREETAddressLine1Txt
CityPEORIACityNm
State AbbreviationILStateAbbreviationCd
ZIP61602ZIPCd
FieldValueIRS element (for citing)
EIN371137073EIN
Primary ActivitiesFUNDING FOR THE ORCHESTRAPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PEORIA SYMPHONY FOUNDATION INC
C$274,516CHARITABLE CONTRIBUTION
PEORIA SYMPHONY FOUNDATION INC
E$250,000PROMISSORY NOTE

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