2016-02-15T14:55:51-06:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STE 1000 PEORIA IL 61602 990 2014-07-01 371137073 PEORIA SYMPHONY FOUNDATION INC PEOR 3096711096 101 STATE STREET PEORIA IL 61602 SUSAN HOFFMAN PRESIDENT 3096711096 2016-01-27 1 SAMUEL A CIGELNIK P00324762 3096714500 2014 2016-08-17 19:52:53Z KARL KUPPLER 101 STATE STREET PEORIA IL 61602 1051114 0 X N/A X 1982 IL TO ENCOURAGE THE PERFORMANCE OF ORCHESTRA MUSIC IN THE COMMUNITY. 11 11 0 0 0 0 22349 152100 0 0 445296 120912 0 0 467645 273012 327820 365217 0 0 0 0 0 0 0 33816 29675 361636 394892 106009 -121880 4140076 4060966 0 0 4140076 4060966 TO ENCOURAGE THE PERFORMANCE OF ORCHESTRA MUSIC IN THE COMMUNITY. 0 0 365217 365217 PROVIDE FUNDING FOR THE PEORIA SYMPHONY ORCHESTRA. 365217 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 IL X SUSAN HOFFMAN EXEC DIRECTOR 3096711096 101 STATE STREET PEORIA IL 61602 X WALTER RUPPMAN SECRETARY 0.50 X X 0 0 0 FREDERICK STUBER DIRECTOR 0.50 X 0 0 0 REBEKAH BOURLAND DIRECTOR 0.50 X 0 0 0 KARL KUPPLER PRESIDENT 0.50 X X 0 0 0 WILLIAM WILSEN DIRECTOR 0.50 X 0 0 0 PAM JOHNSON TREASURER 0.50 X X 0 0 0 STAN BUTLER DIRECTOR 0.50 X 0 0 0 RENNIE ATTERBURY III VICE PRESIDENT 0.50 X X 0 0 0 WAYNE BAUM DIRECTOR 0.50 X 0 0 0 ROLAND LITTERST DIRECTOR 0.50 X 0 0 0 REX LINDER DIRECTOR 0.50 X 0 0 0 MARK MATUSZAK DIRECTOR 0.50 X 0 0 0 SUSAN HOFFMAN EXECUTIVE DIRECTOR 2.00 38.00 X 0 74779 13196 0 74779 13196 0 0 0 0 0 152100 152100 67046 67046 831968 778102 53866 53866 53866 273012 53866 0 67046 365217 365217 2470 2470 1678 1678 INVESTMENT FEES 25517 25517 MISCELLANEOUS EXPENSES 10 10 394892 365217 29675 0 428824 228403 250000 250000 1655550 1678571 1805702 1903992 4140076 4060966 0 0 X 4140076 4060966 4140076 4060966 4140076 4060966 -121880 42770 0 X 0 0 0 X 97503 26388 14015 7000 2000 146906 97503 26388 14015 7000 2000 146906 146906 63877 63695 88771 68110 67046 351499 498405 0.29480 0.30220 X SEE SCHEDULE O STATEMENT. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: BEQUEST DATE: 01/29/10 AMOUNT: 16105. DESCRIPTION: BEQUEST DATE: 06/15/11 AMOUNT: 16624. DESCRIPTION: BEQUEST DATE: 06/15/12 AMOUNT: 15843. DESCRIPTION: BEQUEST DATE: 03/15/12 AMOUNT: 173382. DESCRIPTION: BEQUEST DATE: 06/15/13 AMOUNT: 15511. DESCRIPTION: BEQUEST DATE: 06/15/14 AMOUNT: 15349. DESCRIPTION: BEQUEST DATE: 06/15/15 AMOUNT: 150100. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 1903992 F 1903992 0 PEORIA SYMPHONY ORCHESTRA 101 STATE STREET PEORIA IL 61602 370901338 501(C)(3) 365217 PROVIDE FUNDING FOR THE PEORIA SYMPHONY ORCHESTRA. 1 FORM 990, PART VI, SECTION A, LINE 8B DUE TO THE SMALL SIZE OF THE BOARD, THERE ARE NO COMMITTEES IN THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE 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 12C WHEN SITUATIONS ARISE THAT ARE OF POSSIBLE CONFLICT, THEY ARE ADDRESSED AT THE BOARD LEVEL. FORM 990, PART VI, SECTION C, LINE 19 THE 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. SCHEDULE A, LINE 17A ORGANIZATIONS THAT FAIL TO MEET THE 33 1/3 PERCENT-OF-SUPPORT TEST MAY STILL QUALIFY AS PUBLICLY SUPPORTED UNDER SECTION 509(A)(1) BY MEETING A FACTS AND CIRCUMSTANCES TEST, WHEREBY THE ORGANIZATION MUST MEET THE FOLLOWING CRITERIA: A)TOTAL GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION IS AT LEAST 10% OF TOTAL SUPPORT, B)THE ORGANIZATION HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF SUPPORT FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS, OR FROM OTHER PUBLICLY SUPPORTED ORGANIZATIONS, AND C)OTHER FACTS AND CIRCUMSTANCES REGARDING THE ORGANIZATION INDICATE THAT THE ORGANIZATION IS "PUBLIC" IN NATURE, SUCH AS THE "PUBLIC" NATURE OF ITS GOVERNING BOARD, HOW BROAD ITS SUPPORT IS, THE EXTENT TO WHICH ITS FACILITIES AND PROGRAMS ARE AVAILABLE TO THE PUBLIC, AND WHETHER ITS ACTIVITIES ARE LIKELY TO APPEAL TO PERSONS WITH BROAD COMMON INTEREST OR PURPOSE. PEORIA SYMPHONY FOUNDATION, INC. FAILS TO MEET THE 33 1/3 PERCENT-OF-SUPPORT TEST, BUT STILL QUALIFIES FOR TREATMENT AS A PUBLICLY SUPPORTED ORGANIZATION DUE TO THE FOLLOWING FACTS AND CIRCUMSTANCES: A)THE TOTAL GOVERNMENTAL AND PUBLIC SUPPORT FOR TAX YEAR 2014 IS 29.48% OF TOTAL SUPPORT, WHICH EXCEEDS THE 10% MINIMUM. FOR TAX YEARS 2013, 2012 AND 2011, TOTAL GOVERNMENTAL AND PUBLIC SUPPORT WAS 30.22%, 31.16%, AND 36.16%, RESPECTIVELY, OF TOTAL SUPPORT. B)THE ORGANIZATION IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. C)THE ORGANIZATION MAINTAINS A BROADLY REPRESENTED BOARD OF DIRECTORS WITH 11 MEMBERS. D)THE ORGANIZATION RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS. E)THE ORGANIZATION PROVIDES GRANTS AND ALLOCATIONS ONLY TO THE PEORIA SYMPHONY ORCHESTRA, WHICH PERMITS PUBLIC ACCESS TO ITS PROGRAMS AND PROVIDES THE PERFORMANCE OF ORCHESTRA MUSIC TO THE COMMUNITY. F)THE ORGANIZATIONS ACTIVITIES APPEAL TO PERSONS WITH BROAD COMMON INTERESTS. PEORIA SYMPHONY ORCHESTRA 101 STATE STREET PEORIA IL 61602 370901338 ARTS EDUCATION IL 501(C)(3) 9 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PEORIA SYMPHONY ORCHESTRA B 365217 VALUE OF GRANT PEORIA SYMPHONY ORCHESTRA D 250000 PROMISSORY NOTE