COLORADO SYMPHONY ASSOCIATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO SYMPHONY ASSOCIATION (EIN 84-0511458)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-21
- IRS object ID
- 201600219349301320
- Schema version
- 2014v6.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-21T15:12:31-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5299 DTC BLVD STE 1000 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840511458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 3032925566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET NO 15 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802022333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREEN MILLER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3032925566 | PhoneNum |
| Signature | 2016-01-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 3037705700 | PhoneNum |
| Preparation | 2016-01-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COREEN MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET NO 15 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802022333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,273,537 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COLORADOSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | PERFORMANCE OF SYMPHONIC CONCERTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 385 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,584,791 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,255,520 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,333,229 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,824,124 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53 | PYInvestmentIncomeAmt |
| CY Investment Income | $2 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$96,986 | PYOtherRevenueAmt |
| CY Other Revenue | -$126,512 | CYOtherRevenueAmt |
| PY Total Revenue | $13,821,087 | PYTotalRevenueAmt |
| CY Total Revenue | $11,953,134 | 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 | $8,228,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,474,262 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $468,068 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,621,789 | PYOtherExpensesAmt |
| CY Other Expenses | $4,536,450 | CYOtherExpensesAmt |
| PY Total Expenses | $12,850,189 | PYTotalExpensesAmt |
| CY Total Expenses | $13,010,712 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $970,898 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,057,578 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,059,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,640,793 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,674,373 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,737,832 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,385,175 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,902,961 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COLORADO SYMPHONY ASSOCIATION (CSA) IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO FUND AND OPERATE THE COLORADO SYMPHONY ORCHESTRA FOR THE ENJOYMENT AND BENEFIT OF THE CITIZENS OF METROPOLITAN DENVER, AND THE GREATER COLORADO AND ROCKY MOUNTAIN REGIONS. THE COLORADO SYMPHONY ORCHESTRA PERFORMS MORE THAN 100 CLASSICAL, POPS, AND FAMILY CONCERTS EACH YEAR, SHOWCASING MANY OF THE WORLD'S FINEST MUSICIANS, CONDUCTORS, AND ENTERTAINERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,607,401 | ExpenseAmt |
| Revenue | $5,824,124 | RevenueAmt |
| Desc | THE COLORADO SYMPHONY ASSOCIATION PERFORMS SYMPHONIC CONCERTS BENEFITING OVER 250,000 PATRONS FROM THE DENVER AND TRI-STATE AREAS WHILE PROVIDING A PERFORMANCE PLATFORM TO WORLD-CLASS MUSICIANS. | Desc |
| Total Program Service Expenses | $10,607,401 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | 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 | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 385 | 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 | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMA THEISEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032925566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET 15 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802022333 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JEROME H KERN | |||||||
| CEO/CO-CHAIRMAN | 51.00 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY ROSSICK-KERN | |||||||
| CO-CHAIRWOMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR CHRISTOPHER OTT | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN BOWLES | |||||||
| SECRETARY/MUSICIAN TRUSTEE | 40.00 | Yes (X) | Yes (X) | $35,549 | $0 | $42,538 | |
| YUMI HWANG-WILLIAMS | |||||||
| CONCERT MASTER/ TRUSTEE | 40.00 | Yes (X) | $107,166 | $0 | $23,705 | ||
| JOHN HILTON | |||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $50,645 | $0 | $9,689 | ||
| KOLIO PLACHKOV | |||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $59,693 | $0 | $11,310 | ||
| JASON SHAFER | |||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $50,466 | $0 | $11,190 | ||
| BASIL VENDRYES | |||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $54,680 | $0 | $43,685 | ||
| JOHN KINZIE | |||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $74,033 | $0 | $26,718 | ||
| SUSAN CAHILL | |||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $28,739 | $0 | $23,872 | ||
| CHARLYN CAMPBELL | |||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $37,642 | $0 | $7,680 | ||
| BROOK FERGUSON | |||||||
| MUSICIAN TRUSTEE | 40.00 | Yes (X) | $51,358 | $0 | $10,075 | ||
| MARGARET ANDERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR PAULA P BERNSTEIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YOUNG S CHO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM COPENHAVER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON CROW ESQ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACHARY D DETRA ESQ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE DONNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BJ DYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY ELLIOTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK FINLAW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR EVERETTE FREEMAN PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEDA GHAEMI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHAEL G GUNDZIK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE S HILL PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KYLBERG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL LOPEZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK MCKINSTRY ESQ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE PAPPAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR W GERALD RAINER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE RUBSAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM SHPALL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC SONDERMANN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA SPRINGER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNNE VALENCIA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WELLINGTON WEBB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW LITTON | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY NEIDIG | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLIE SIEBERT | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GINGER WHITE | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM K COORS | |||||||
| EMERITUS TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LOW | |||||||
| EMERITUS TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP EVAN LASKY | |||||||
| VP & CHIEF OPERATING OFFICER | 50.00 | Yes (X) | $94,200 | $0 | $5,640 | ||
| ANTHONY PIERCE | |||||||
| VP OF ARTISTIC ADMIN | 50.00 | Yes (X) | $96,328 | $0 | $12,955 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $740,499 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $229,057 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $889,404 | FundraisingAmt |
| Related Organizations | $870,152 | RelatedOrganizationsAmt |
| Government Grants | $922,078 | GovernmentGrantsAmt |
| All Other Contributions | $3,573,886 | AllOtherContributionsAmt |
| Noncash Contributions | $240,525 | NoncashContributionsAmt |
| Total Contributions | $6,255,520 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT PERFORMANCES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $5,807,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,807,929 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,195 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,824,124 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2 | TotalRevenueColumnAmt |
| Exclusion | $2 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185 | TotalRevenueColumnAmt |
| Exclusion | $185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $193,706 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $889,404 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $320,403 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$126,697 | TotalRevenueColumnAmt |
| Exclusion | -$126,697 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,953,134 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,824,124 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$126,510 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931,721 | TotalAmt |
| Program Services | $793,904 | ProgramServicesAmt |
| Management And General | $103,964 | ManagementAndGeneralAmt |
| Fundraising | $33,853 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,831,036 | TotalAmt |
| Program Services | $5,221,249 | ProgramServicesAmt |
| Management And General | $421,955 | ManagementAndGeneralAmt |
| Fundraising | $187,832 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,919 | TotalAmt |
| Program Services | $205,072 | ProgramServicesAmt |
| Management And General | $15,817 | ManagementAndGeneralAmt |
| Fundraising | $4,030 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,557 | TotalAmt |
| Program Services | $709,598 | ProgramServicesAmt |
| Management And General | $55,321 | ManagementAndGeneralAmt |
| Fundraising | $13,638 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,029 | TotalAmt |
| Program Services | $633,517 | ProgramServicesAmt |
| Management And General | $50,355 | ManagementAndGeneralAmt |
| Fundraising | $24,157 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,529 | TotalAmt |
| Management And General | $49,529 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,931 | TotalAmt |
| Program Services | $459,691 | ProgramServicesAmt |
| Management And General | $378,252 | ManagementAndGeneralAmt |
| Fundraising | $119,988 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,642 | TotalAmt |
| Management And General | $452,412 | ManagementAndGeneralAmt |
| Fundraising | $1,230 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,559 | TotalAmt |
| Program Services | $8,729 | ProgramServicesAmt |
| Management And General | $10,143 | ManagementAndGeneralAmt |
| Fundraising | $687 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,602 | TotalAmt |
| Program Services | $225,039 | ProgramServicesAmt |
| Management And General | $84,311 | ManagementAndGeneralAmt |
| Fundraising | $2,252 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,784 | TotalAmt |
| Program Services | $154,835 | ProgramServicesAmt |
| Management And General | $54,677 | ManagementAndGeneralAmt |
| Fundraising | $1,272 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,244 | TotalAmt |
| Program Services | $283,362 | ProgramServicesAmt |
| Management And General | $14,670 | ManagementAndGeneralAmt |
| Fundraising | $18,212 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,071 | TotalAmt |
| Program Services | $8,265 | ProgramServicesAmt |
| Management And General | $5,882 | ManagementAndGeneralAmt |
| Fundraising | $4,924 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,657 | TotalAmt |
| Management And General | $11,657 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,056 | TotalAmt |
| Management And General | $63,056 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,708 | TotalAmt |
| Program Services | $12,178 | ProgramServicesAmt |
| Management And General | $39,530 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST CONDUCTOR AND ART | $1,620,641 | $1,620,641 | ||
| DUES AND SUBSCRIPTIONS | $103,342 | $78,128 | $23,116 | $2,098 |
| PRODUCTION EXPENSE | $102,776 | $102,776 | ||
| PRINTING AND PUBLICATIO | $89,731 | $24,096 | $38,374 | $27,261 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,177 | TotalAmt |
| Program Services | $66,321 | ProgramServicesAmt |
| Management And General | $62,222 | ManagementAndGeneralAmt |
| Fundraising | $26,634 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,010,712 | TotalAmt |
| Program Services | $10,607,401 | ProgramServicesAmt |
| Management And General | $1,935,243 | ManagementAndGeneralAmt |
| Fundraising | $468,068 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,152 | BOYAmt |
| EOY | $7,323 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750,502 | BOYAmt |
| EOY | $56,770 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,810 | BOYAmt |
| EOY | $45,110 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,031 | BOYAmt |
| EOY | $125,567 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $773,328 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $253,141 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,146 | BOYAmt |
| EOY | $520,187 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,576,907 | BOYAmt |
| EOY | $13,885,836 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,059,548 | BOYAmt |
| EOY | $14,640,793 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,613 | BOYAmt |
| EOY | $545,771 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,717,760 | BOYAmt |
| EOY | $1,415,295 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $300,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $476,766 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,674,373 | BOYAmt |
| EOY | $2,737,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,909,633 | BOYAmt |
| EOY | -$2,019,875 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,327 | BOYAmt |
| EOY | $168,161 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,987,481 | BOYAmt |
| EOY | $13,754,675 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,385,175 | BOYAmt |
| EOY | $11,902,961 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,059,548 | BOYAmt |
| EOY | $14,640,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,057,578 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$424,636 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,129,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,399,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,446,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,584,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,255,520 | CurrentTaxYearAmt |
| Total | $31,815,893 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,129,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,399,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,446,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,584,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,255,520 | CurrentTaxYearAmt |
| Total | $31,815,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,434,256 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,381,637 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187 | CurrentTaxYearAmt |
| Total | $3,604 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,517 | CurrentTaxYearMinus3YearsAmt |
| Total | $58,480 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,877,977 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,154,497 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2010 AMOUNT: $ 32,963. 2011 AMOUNT: $ 25,517. | ExplanationTxt |
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 | $14,664,247 | BeginningYearBalanceAmt |
| Contributions | $233,565 | ContributionsAmt |
| Investment Earnings Or Losses | -$466,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $13,931,441 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,528,275 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,135,972 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,000,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $14,664,247 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,544,877 | BeginningYearBalanceAmt |
| Contributions | $3,983,398 | ContributionsAmt |
| End Year Balance | $15,528,275 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,679,245 | BeginningYearBalanceAmt |
| Contributions | $48,678 | ContributionsAmt |
| Other Expenditures | $183,046 | OtherExpendituresAmt |
| End Year Balance | $11,544,877 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,088,214 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,591,031 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,679,245 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $308,682 | OtherCostOrOtherBasisAmt |
| Depreciation | $253,141 | DepreciationAmt |
| Book Value | $55,541 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $464,646 | OtherCostOrOtherBasisAmt |
| Book Value | $464,646 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $520,187 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | Desc |
| Book Value | $13,885,836 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,885,836 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,895,803 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$424,636 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $367,305 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$57,331 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,953,134 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,953,134 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,378,017 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $367,305 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $367,305 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,010,712 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,010,712 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANAENT ENDOWMENTS CONSIST OF FUNDS HELD BY OTHER TAX-EXEMPT ORGANIZATIONS ESTABLISHED TO ADMINISTER THE ENDWOMENT FUNDS PREVIOUSLY HELD BY THE SYMPHONY. THESE ORGANIZATIONS ARE GOVERNED BY SEPARATE BOARDS OF TRUSTEES. SUPPORTING DISTRIBUTIONS (IF APPLICABLE) FROM THE FUNDS ARE PROVIDED TO THE SYMPHONY FOR PROGRAM SERVICES AND OTHER OPERATIONS. PERMANENT ENDOWMENTS ALSO INCLUDE A BENEFICIAL INTEREST IN AN IRREVOCABLE PERPETUAL TRUST ADMINISTERED BY A COMMUNITY FOUNDATION. THE TRUST AGREEMENT REQUIRES DISTRIBUTION OF 50% OF THE NET INCOME OF THE TRUST TO THE SYMPHONY FOR ITS UNRESTRICTED USE; HOWEVER THE SYMPHONY WILL NEVER RECEIVE THE ASSETS OF THE TRUST. |
| PART X, LINE 2: | THE ASSOCIATION AND THE FUND ARE ORGANIZED AS COLORADO NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND (VIII), AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER SECTION 509(A)(1) AND (3), RESPECTIVELY. EACH ENTITY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. EACH ENTITY HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. WE BELIEVE THAT EACH ENTITY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ENTITIES WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SYMPHONY BALL | Event1Nm |
| Gross Receipts Event1 | $1,019,784 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $889,404 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $130,380 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $22,188 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $80,012 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $80 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $175,609 | OtherDirectExpensesEvent1Amt |
| Event2 | 5K | Event2Nm |
| Gross Receipts Event2 | $63,326 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $63,326 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $428 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,954 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $37,132 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,083,110 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $889,404 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $193,706 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,616 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $84,966 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $80 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $212,741 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $320,403 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$126,697 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEROME H KERN | PersonNm |
| Relationship With Org | OFFICER OF THE ORGANIZATION | RelationshipWithOrgTxt |
| Loan Purpose | COVER MAY OPERATING EXPENSES | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $300,000 | OriginalPrincipalAmt |
| Balance Due | $300,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $300,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $129,124 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VARIOUS AUCTION ITEMS | 171 | $62,645 | COST |
| Yes (X) | TRAVEL ACCOMODATIONS FOR GUEST CONDUCTORS | 2 | $48,756 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF TRUSTEES SHALL ELECT AN EXECUTIVE COMMITTEE CONSISTING OF NO FEWER THAN TWELVE AND NO MORE THAN TWENTY BOARD TRUSTEES, INCLUDING THE BOARD CHAIR, THE PRESIDENT/CEO, THE MUSIC DIRECTOR AND A MINIMUM OF FOUR MUSICIAN TRUSTEES AND AT-LARGE MEMBERS ELECTED BY THE BOARD OF TRUSTEES. MEMBERS OF THE EXECUTIVE COMMITTEE SHALL HOLD OFFICE UNTIL THE NEXT ANNUAL ORGANIZATIONAL MEETING OF THE BOARD OR THE ELECTION AND QUALIFICATION OF SUCCESSORS. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, IN THE INTERIM BETWEEN MEETINGS OF THE BOARD, ANY AND ALL POWERS AND AUTHORITY OF THE ENTIRE BOARD OF TRUSTEES, EXCEPT AS OTHERWISE PROVIDED BY THE ACT, BY THE ARTICLES, OR BY THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 2 | JERRY KERN AND MARY ROSSIK KERN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL TENURED MUSICIANS SHALL BE MEMBERS OF THE ASSOCIATION. GENERAL MEMBERS: ANY CORPORATION, PARTNERSHIP, TRUST, FOUNDATION, OR ANY OTHER ENTITY, WHICH SHALL HAVE PAID AN ANNUAL CONTRIBUTION IN THE MINIMUM AMOUNT SET BY THE TRUSTEES FROM TIME TO TIME, SHALL BE MEMBERS OF THE ASSOCIATION. ANY MEMBER WHO IS A MEMBER OF THE COLORADO SYMPHONY LEAGUE SHALL ALSO BE A MEMBER OF THE ASSOCIATION. SPECIAL CONTRIBUTORS: ALL PERSONS WHO HAVE MADE SUBSTANTIAL CONTRIBUTIONS TO THE ASSOCIATION, EITHER THROUGH EXTRAORDINARY GIFTS OR OTHER GENERAL OR SPECIFIC ACTS OF SIGNIFICANT SUPPORT, ASSISTANCE OR PARTICIPATION AND WHO ARE ELECTED TO MEMBERSHIP IN THE ASSOCIATION AT THE ANNUAL MEETING (THE "SPECIAL CONTRIBUTORS"), SHALL BE MEMBERS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE ASSOCIATION SHALL BE ENTITLED TO RECEIVE NOTICE AND TO VOTE AT MEETINGS OF MEMBERS. EACH MEMBER OF THE ASSOCIATION IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. A MEMBER OF THE ASSOCIATION ENTITLED TO VOTE MAY VOTE IN PERSON OR BY PROXY EXECUTED IN WRITING BY THE MEMBER OF THE ASSOCIATION OR ITS DULY AUTHORIZED ATTORNEY-IN-FACT. NO PROXY MAY BE VALID AFTER ELEVEN MONTHS FROM THE DATE OF ITS EXECUTION UNLESS OTHERWISE PROVIDED IN THE PROXY. |
| FORM 990, PART VI, SECTION B, LINE 11 | AN UNREDACTED COPY OF THE FORM 990 IS REVIEWED BY ALL TRUSTEES OF THE FINANCE COMMITTEE PRIOR TO FILING. IN ADDITION, A REDACTED COPY OF THE TAX RETURN IS SENT TO THE ENTIRE BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COLORADO SYMPHONY ASSOCIATION (CSA) HAS A CONFLICT OF INTEREST POLICY COVERING OFFICERS, DIRECTORS, COMMITTEE MEMBERS, MUSICIAN TRUSTEES, STAFF MEMBERS, AND CERTAIN CONSULTANTS (IF APPROPRIATE). EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. THE DISCLOSURE FORM MUST BE SUBMITTED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING POTENTIAL CONFLICTS OF INTEREST AND HANDLING WHAT IT DETERMINES TO BE ACTUAL CONFLICTS OF INTEREST IN THE MANNER DESCRIBED IN THE POLICY UNDER "REVIEWING AND MANAGING CONFLICTS OF INTEREST". IF THE EXECUTIVE COMMITTEE OR RESPONSIBLE PERSON BECOMES AWARE THAT CSA IS ABOUT TO ENTER INTO OR MAKE ANY DECISION INVOLVING A CONFLICTING INTEREST TRANSACTION WITH THE RESPONSIBLE PERSON, A FAMILY MEMBER, A FRIEND, OR A RELATED ENTITY, THE RESPONSIBLE PERSON MUST: 1) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF CSA OF THE CONFLICT OF INTEREST 2) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING TO SUCH PERSON(S) ANY MATERIAL FACTS THAT BEAR ON THE ADVISABILITY OF THE TRANSACTION FROM THE STANDPOINT OF CSA AND 3) NOT PARTICIPATE IN THE DELIBERATION OR VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION, AND NOT ATTEMPT TO EXERT HIS OR HER INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. THE EXECUTIVE COMMITTEE WILL REPORT TO THE BOARD AT ITS NEXT REGULAR MEETING THE RESULTS OF ANY REVIEW AND THE ACTION TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | NO COMPENSATION INCREASES WERE MADE FOR THE CEO. AT A FUTURE TIME, WHEN AND IF APPROPRIATE, COMPENSATION INCREASES MAY OCCUR AFTER COMPARING THE CURRENT COMPENSATION WITH COMPENSATION BASED ON SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS AND AFTER ANALYZING THE VALUE BROUGHT TO THE CSA BY THE PRESIDENT AND CEO. SENIOR MANAGEMENT TEAM COMPENSATION INCREASED ON SEPTEMBER 1, 2014. COMPENSATION INCREASES OCCURRED AFTER COMPARING THE CURRENT COMPENSATION WITH COMPENSATION BASED ON SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS AND AFTER ANALYZING THE VALUE BROUGHT TO THE CSA BY SENIOR MANAGEMENT STAFF PERSON(S). THE PRESIDENT AND CEO WORKED WITH THE GOVERNING BODY AND INFORMED THEM OF THE RECOMMENDED CHANGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, VIA MAIL, EMAIL OR IN PERSON AT ITS OFFICES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE SYMPHONY FUND | |||||||||||
| 1000 14TH STREET 15 | DENVER | CO | 80202 | 260138249 | RAISE, HOLD & ADMINISTER FUNDS FOR OPERATING NEEDS OF SYMPHONY ASSOCIATION | CO | 501(C)(3) | LINE 11A, I | COLORADO SYMPHONY ASSOCIATION | Yes (1) | |
| COLORADO SYMPHONY FOUNDATION | |||||||||||
| 633 17TH STREET STE 3000 | DENVER | CO | 80202 | 841257033 | SUPPORT THE PURPOSES OF COLORADO SYMPHONY ASSOCIATION | CO | 501(C)(3) | LINE 11D, III-O | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYMPHONY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $500,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
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