2016-04-18T14:59:33-05:00 2015-05-31 BDO USA LLP 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2014-06-01 386005710 KALAMAZOO SYMPHONY ORCHESTRA % PETER H GISTELINCK KALA 2693497759 359 S KALAMAZOO MALL SUITE 100 KALAMAZOO MI 490074843 PETER H GISTELINCK PRESIDENT & CEO 2693497759 2016-04-15 true JACOB COOK P01240455 6167747000 2016-04-15 2014 2016-08-17 19:52:53Z PETER H GISTELINCK 359 S KALAMAZOO MALL KALAMAZOO MI 490074843 3318646 false X WWW.KALAMAZOOSYMPHONY.COM X 1920 MI THE MISSION OF THE KALAMAZOO SYMPHONY ORCHESTRA IS TO SERVE OUR COMMUNITY THROUGH OUTSTANDING MUSICAL LISTENING AND LEARNING EXPERIENCES. 27 27 204 140 0 1200079 1669202 604073 497799 857315 623217 42002 50084 2703469 2840302 1004 1115 0 0 1320912 1571657 2705 4125 176787 1279717 1430218 2604338 3007115 99131 -166813 19393606 19538654 381494 406906 19012112 19131748 THE MISSION OF THE KALAMAZOO SYMPHONY ORCHESTRA IS TO SERVE OUR COMMUNITY THROUGH OUTSTANDING MUSICAL LISTENING AND LEARNING EXPERIENCES. false 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Director and Chair 5.0 0.0 X X 0 0 0 David Mange Member at Large 2.0 0.0 X 0 0 0 Callie Baskerville-Jones Director 2.0 0.0 X 0 0 0 Jill Bland Director 2.0 0.0 X 0 0 0 Fiona Denny Director 2.0 0.0 X 0 0 0 Rebecca Ecklund Director 2.0 0.0 X 0 0 0 Bjorn Green Director 2.0 0.0 X 0 0 0 Synthia Hardy Director 2.0 0.0 X 0 0 0 Lori Knapp Director 2.0 0.0 X 0 0 0 Colleen McBride Director 2.0 0.0 X 0 0 0 Dean Miars Director 2.0 0.0 X 0 0 0 Judy Moonert Director 4.0 0.0 X 5796 0 40 Cindy Ortega Director 2.0 0.0 X 0 0 0 Helen Osterwald Director 2.0 0.0 X 0 0 0 David Peshlakai Director 30.0 0.0 X 34062 0 5327 Diane Robertson Director 2.0 0.0 X 0 0 0 Barry Ross Director/Assistant Conductor 3.0 0.0 X 5550 0 0 Nola Thole Director 4.0 0.0 X 9097 0 0 Jim Thomas Director 2.0 0.0 X 0 0 0 Darlene Warren Director 2.0 0.0 X 0 0 0 Jamie Williams Director 2.0 0.0 X 0 0 0 Tim Williams Director 2.0 0.0 X 0 0 0 Ruth Wiser Director 2.0 0.0 X 0 0 0 Peter Gistelinck Director Ex-Officio,Pres & CEO 40.0 0.0 X 80288 0 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109591 2840371 -69 -69 2840302 2830326 69 69 2830257 176858 176858 3007115 SCHEDULE D, PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE LONG-TERM SUPPORT FOR THE ORGANIZATION'S OPERATIONS. SCHEDULE D, PART X, LINE 2 THE ORCHESTRA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A NON-PROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE ORCHESTRA APPLIES A MORE-LIKELY-THAN-NOT PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES ARE RECOGNIZED. BASED ON ITS EVALUATION, THE ORCHESTRA HAS CONCLUDED THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D OTHER REVENUE NOT ON FORM 990 FUNDRAISING DEPARTMENT EXPENSES: $(176,858) SCHEDULE D, PART XI, LINE 4B OTHER REVENUE INCLUDED ON FORM 990 DIRECT FUNDRAISING EXPENSES: $(69) SCHEDULE D, PART XII, LINE 2D OTHER EXPENSES NOT ON FORM 990 FUNDRAISING DEPARTMENT EXPENSES: $69 SCHEDULE D, PART XII, LINE 4B OTHER EXPENSES INCLUDED ON FORM 990 FUNDRAISING DEPARTMENT EXPENSES: $176,858 FORM 990, PART VI, LINE 6 MEMBERS OF THE ORGANIZATION THE KALAMAZOO SYMPHONY ORCHESTRA ("KSO") IS ORGANIZED AS A MEMBERSHIP ORGANIZATION AND AS SUCH, HAS MEMBERS. FORM 990, PART VI, LINE 7A POWER TO ELECT OR APPOINT PER KSO BYLAWS, UP TO THREE (3) DIRECTORS SHALL BE ELECTED BY THE MUSICIANS OF THE KALAMAZOO SYMPHONY ORCHESTRA AND UP TO TWO (2) DIRECTORS SHALL BE ELECTED BY THE KALAMAZOO SYMPHONY ORCHESTRA LEAGUE. FORM 990, PART VI, LINE 11B FORM 990 REVIEW PROCESS EACH BOARD MEMBER IS EMAILED A COPY OF THE FINAL FORM 990, INCLUDING ALL SCHEDULES, ONE WEEK BEFORE IT IS FILED REQUESTING QUESTIONS/COMMENTS TO BE SUBMITTED AND ADDRESSED PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, LINE 12C CONFLICTS OF INTEREST AT THE BEGINNING OF EACH FISCAL YEAR, EACH MEMBER OF THE BOARD AND STAFF WILL COMPLETE AND UPDATE A COPY OF THE DISCLOSURE LETTER. THE LETTER WILL BE REVIEWED BY THE CHAIR OF THE GOVERNANCE COMMITTEE AND THE EXECUTIVE DIRECTOR. MEMBERS OF THE BOARD AND STAFF WHO HAVE A CONFLICT OF INTEREST IN ANY MATTER SHALL REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF THE PROPOSED TRANSACTION. THE PERSON OR PERSONS INVOLVED WILL NOT VOTE ON SUCH MATTERS. FAILURE TO KNOWINGLY DISCLOSE A POTENTIAL CONFLICT OF INTEREST COULD RESULT IN DIS-AFFILIATION WITH OR TERMINATION OF EMPLOYMENT WITH THE KSO. FORM 990, PART VI, LINE 15A COMPENSATION REVIEW PROCESS THE KSO EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. IN DETERMINING COMPENSATION, MEMBERS OF THE EXECUTIVE COMMITTEE REVIEWED COMPENSATION INFORMATION FOR PERSON IN COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS PROVIDED BY SEARCH CONSULTANT CATHERINE FRENCH THROUGH THE LEAGUE OF AMERICAN ORCHESTRAS' ANNUAL COMPENSATION SURVEY. DOCUMENTATION OF DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MAINTAINED AT THE KSO OFFICE. FORM 990, PART VI, LINE 19 AVAILABILITY OF DOCUMENTS KSO MAKES ITS RETURN, GOVERNING DOCUMENTS, POLICIES AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC FOR INSPECTION AT ITS OFFICE.