PHILHARMONIC SOCIETY OF ORANGE COUNTY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PHILHARMONIC SOCIETY OF ORANGE COUNTY (EIN 95-1805452)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-09
- IRS object ID
- 201601309349302000
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T13:46:29-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473535842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS FARR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 DUPONT DRIVE SUITE 200 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 | 951805452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILHARMONIC SOCIETY OF ORANGE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 9495532422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 BUSINESS CENTER DRIVE NO 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926121151 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R MANGUM | PersonNm |
| Person Title | PRESIDENT & ARTISTIC DIRECTOR | PersonTitleTxt |
| Phone | 9495532422 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER FARR | PreparerPersonNm |
| PTIN | P00743254 | PTIN |
| Phone | 9494742020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN R MANGUM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 BUSINESS CENTER DRIVE NO 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926121151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,500,903 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHILHARMONICSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE MUSICAL APPRECIATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 776 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,139,494 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,352,454 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,765,283 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,648,879 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,549 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,401 | CYInvestmentIncomeAmt |
| PY Other Revenue | $357,748 | PYOtherRevenueAmt |
| CY Other Revenue | $211,491 | CYOtherRevenueAmt |
| PY Total Revenue | $4,265,074 | PYTotalRevenueAmt |
| CY Total Revenue | $4,214,225 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,323,420 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,143,812 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $483,200 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,878,577 | PYOtherExpensesAmt |
| CY Other Expenses | $3,016,574 | CYOtherExpensesAmt |
| PY Total Expenses | $4,201,997 | PYTotalExpensesAmt |
| CY Total Expenses | $4,160,386 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $63,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $53,839 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,602,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,407,236 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,792,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,543,887 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $809,510 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $863,349 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE PHILHARMONIC SOCIETY OF ORANGE COUNTY IS TO FOSTER AN APPRECIATION FOR MUSIC BY PRESENTING NATIONAL AND INTERNATIONAL PERFORMANCES OF THE HIGHEST QUALITY WHILE ALSO PROVIDING DYNAMIC AND INNOVATIVE MUSIC EDUCATION PROGRAMS FOR INDIVIDUALS OF ALL AGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,340,977 | ExpenseAmt |
| Revenue | $1,376,826 | RevenueAmt |
| Desc | CONCERTS-SPONSORS WORLD CLASS ORCHESTRAS AND OTHER MUSICAL PERFORMANCES FOR ARTISTIC AND MUSICAL ENRICHMENT OF ORANGE COUNTY, CA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $634,643 | ExpenseAmt |
| Revenue | $272,053 | RevenueAmt |
| Desc | YOUTH PROGRAMS-SPONSORS FREE MUSICAL CONCERTS, PROGRAMS, AND EDUCATION TO PROMOTE MUSICAL APPRECIATION TO ORANGE COUNTY SCHOOL CHILDREN. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,975,620 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROAN ALOMBRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9495532422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 BUSINESS CENTER DRIVE 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926121151 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| NOEL HAMILTON | |||||||||
| CHAIRMAN, CEO | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SABRA BORDAS | |||||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN AMENDT | |||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ELEANOR ANDERSON | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS T BURCH JR | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDI CAMPBELL-MCCLAIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY CAPATA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOANNE FERNBACH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET GATES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY HARRINGTON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR BURTON KARSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONNA KENDALL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID H KOONTZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY MASTRANGELO | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA ROBERTS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID TROOB | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDI WRIGHT-CORDES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA ENGLAND | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE K GRIER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE P NEUSS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ROSENBERG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS H SMITH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR DANIEL STEIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN W BENECKE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLY BERNATZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN MANGUM | |||||||||
| PRESIDENT/ ARTISTIC DIRECT | 40.00 | Yes (X) | $45,833 | $0 | $8,804 | ||||
| ROAN ALOMBRO | |||||||||
| DIRECTOR OF FINANCE | 20.00 | Yes (X) | $17,611 | $0 | $6,626 | ||||
| BONNIE BRITTAIN HALL | |||||||||
| VICE PRESIDENT OF DEVELOPM | 40.00 | $106,334 | $0 | $0 | Yes (X) | ||||
| DEAN COREY | |||||||||
| FORMER PRESIDENT/ ARTISTIC DIRECT | 40.00 | $566,015 | $0 | $18,903 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $735,793 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,333 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPUS 3 ARTISTS LLC | |||||
| 5670 WILSHIRE BLVD SUITE 1790 | LOS ANGELES | CA | 90036 | ARTIST FEES | $186,000 |
| COLUMBIA ARTISTS MANAGEMENT | |||||
| 5 COLUMBUS CIRCLE 1790 BROADWAY | NEW YORK | NY | 100191412 | ARTIST FEES | $143,222 |
| LA PHILHARMONIC ASSOCIATION | |||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | PERFORMANCE FEE | $124,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $105,621 | MembershipDuesAmt |
| Fundraising | $251,455 | FundraisingAmt |
| Government Grants | $13,400 | GovernmentGrantsAmt |
| All Other Contributions | $1,981,978 | AllOtherContributionsAmt |
| Total Contributions | $2,352,454 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT TICKET SALES | 711130 | $1,376,826 | $1,376,826 |
| EDUCATION AND SUPPORT | 900099 | $272,053 | $272,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,648,879 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,401 | TotalRevenueColumnAmt |
| Exclusion | $1,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $498,169 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $251,455 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $286,678 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,491 | TotalRevenueColumnAmt |
| Exclusion | $211,491 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,214,225 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,648,879 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $212,892 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,375 | TotalAmt |
| Program Services | $80,993 | ProgramServicesAmt |
| Management And General | $184,003 | ManagementAndGeneralAmt |
| Fundraising | $195,379 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,356 | TotalAmt |
| Program Services | $233,403 | ProgramServicesAmt |
| Management And General | $78,261 | ManagementAndGeneralAmt |
| Fundraising | $91,692 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,405 | TotalAmt |
| Program Services | $39,893 | ProgramServicesAmt |
| Management And General | $122,905 | ManagementAndGeneralAmt |
| Fundraising | $36,607 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,676 | TotalAmt |
| Program Services | $27,148 | ProgramServicesAmt |
| Management And General | $28,739 | ManagementAndGeneralAmt |
| Fundraising | $24,789 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Management And General | $17,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,862 | TotalAmt |
| Program Services | $267,596 | ProgramServicesAmt |
| Management And General | $32,972 | ManagementAndGeneralAmt |
| Fundraising | $22,294 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,909 | TotalAmt |
| Program Services | $14,144 | ProgramServicesAmt |
| Management And General | $20,100 | ManagementAndGeneralAmt |
| Fundraising | $9,665 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,625 | TotalAmt |
| Program Services | $52,382 | ProgramServicesAmt |
| Management And General | $24,243 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,350 | TotalAmt |
| Management And General | $64,350 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199 | TotalAmt |
| Management And General | $199 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,624 | TotalAmt |
| Management And General | $13,850 | ManagementAndGeneralAmt |
| Fundraising | $67,774 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,956 | TotalAmt |
| Management And General | $36,956 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,457 | TotalAmt |
| Management And General | $14,457 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,775 | TotalAmt |
| Management And General | $6,775 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| CONCERT COSTS | $1,848,053 | $1,848,053 | |
| EDUCATION PROGRAMS | $387,488 | $387,488 | |
| CAMPAIGN STUDY | $35,000 | $35,000 | |
| CREDIT CARD FEES | $24,520 | $24,520 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,756 | TotalAmt |
| Management And General | $56,756 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,160,386 | TotalAmt |
| Program Services | $2,975,620 | ProgramServicesAmt |
| Management And General | $701,566 | ManagementAndGeneralAmt |
| Fundraising | $483,200 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,185 | BOYAmt |
| EOY | $613,411 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,784 | BOYAmt |
| EOY | $583,944 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,153 | BOYAmt |
| EOY | $1,124,966 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,530 | BOYAmt |
| EOY | $44,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $210,253 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $201,709 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,367 | BOYAmt |
| EOY | $8,544 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,031 | BOYAmt |
| EOY | $31,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,602,050 | BOYAmt |
| EOY | $2,407,236 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,495 | BOYAmt |
| EOY | $101,715 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,511 | BOYAmt |
| EOY | $658,410 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,395 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,139 | BOYAmt |
| EOY | $783,762 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,792,540 | BOYAmt |
| EOY | $1,543,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$452,663 | BOYAmt |
| EOY | -$867,637 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,953 | BOYAmt |
| EOY | $1,162,766 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,220 | BOYAmt |
| EOY | $568,220 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $809,510 | BOYAmt |
| EOY | $863,349 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,602,050 | BOYAmt |
| EOY | $2,407,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $53,839 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,847,220 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,053,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,780,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,139,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,352,454 | CurrentTaxYearAmt |
| Total | $10,173,169 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,333,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,072,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,113,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,424,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,147,048 | CurrentTaxYearAmt |
| Total | $11,091,091 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,180,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,125,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,894,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,564,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,499,502 | CurrentTaxYearAmt |
| Total | $21,264,260 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $312,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $294,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $663,640 | CurrentTaxYearAmt |
| Total | $1,715,091 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $312,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $294,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $663,640 | CurrentTaxYearAmt |
| Total | $1,715,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,549,169 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,401 | CurrentTaxYearAmt |
| Total | $11,921 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,401 | CurrentTaxYearAmt |
| Total | $11,921 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,181,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,130,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,895,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,566,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,500,903 | CurrentTaxYearAmt |
| Total | $21,276,181 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93190 | PublicSupportPY509Pct |
| Investment Income CY | 0.00060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $568,220 | BeginningYearBalanceAmt |
| End Year Balance | $568,220 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $568,220 | BeginningYearBalanceAmt |
| End Year Balance | $568,220 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $568,220 | BeginningYearBalanceAmt |
| End Year Balance | $568,220 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $568,220 | BeginningYearBalanceAmt |
| End Year Balance | $568,220 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $568,220 | BeginningYearBalanceAmt |
| End Year Balance | $568,220 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,248 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $147,083 | DepreciationAmt |
| Book Value | $5,638 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,284 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,378 | DepreciationAmt |
| Book Value | $2,906 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,544 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF THE FUNDS IS SUBJECT TO THE BOARD APPROVAL. NO PLAN HAS BEEN MADE FOR THE USE. |
| PART X, LINE 2: | THE SOCIETY QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) AS DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE SOCIETY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE SOCIETY EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE SOCIETY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE FISCAL YEARS ENDED 2011, 2012 AND 2013 ARE SUBJECT TO IRS EXAMINATION, GENERALLY FOR THREE YEARS AFTER FILING. AS OF THE DATE OF THIS REPORT, THE SOCIETY'S FISCAL YEAR 2014 RETURN HAD NOT YET BEEN FILED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $170,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $95,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $12,535 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $36,598 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,859 | OtherDirectExpensesEvent1Amt |
| Event2 | HOUSE OF DESIGN | Event2Nm |
| Gross Receipts Event2 | $370,536 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $129,616 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $240,920 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $1,000 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $6,598 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $600 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $800 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $132,434 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $208,838 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $26,589 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $182,249 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $6,027 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $83,227 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $749,624 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $251,455 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $498,169 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,598 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $19,162 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $37,398 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $222,520 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $286,678 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $211,491 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN COREY | PersonNm |
| Title | FORMER PRESIDENT/ ARTISTIC DIRECT | TitleTxt |
| Base Compensation Filing Org | $99,620 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $466,395 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $18,083 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $820 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $584,918 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $466,395 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS FOR THE PRESIDENT/ARTISTIC DIRECTOR'S MEMBERSHIP TO THE CENTER CLUB. THE ORGANIZATION PAID FOR THE FORMER PRESIDENT/ARTISTIC DIRECTOR'S SPOUSE TO TRAVEL WITH HIM AND FOR MEMBERSHIP TO THE CENTER CLUB. |
| PART I, LINE 4B | THE SOCIETY HAD A LIFE INSURANCE POLICY ON THE FORMER PRESIDENT/ARTISTIC DIRECTOR, DEAN COREY. THE NET CASH SURRENDER BALANCE OF THE LIFE INSURANCE POLICY AT JUNE 30, 2014 WAS $466,395. IN ACCORDANCE WITH THE CONTRACT, THE ENTIRE BALANCE HAS VESTED AS OF JUNE 30, 2014 AND WAS BE PAID TO THE PRESIDENT UPON RETIREMENT. ON JUNE 30, 2014 THE PRESIDENT AND ARTISTIC DIRECTOR RETIRED. IN JULY 2014 THE SOCIETY CANCELED THE LIFE INSURANCE POLICY AND PAID THE BALANCE TO THE RETIRED PRESIDENT. THIS AMOUNT IS REFLECTED IN COLUMN (F) ON THE PREVIOUS PAGE AND WAS REPORTED ON THE 2013 TAX RETURN AS DEFERRED COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PROVIDED TO THE BOARD PRIOR TO ITS SUBMISSION. THE BOARD REVIEWS THE RETURN AND APPROVES OF ITS ISSUANCE, WHICH IS DISCLOSED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD REVIEWS AND APPROVES AN AGREED-UPON BUDGET WHICH INCLUDES THE EXECUTIVE DIRECTOR'S SALARY. EACH YEAR THE BOARD REVIEWS THE AMOUNTS AND LOOKS AT COMPARABLE POSITIONS AND CURRENT SALARIES WITH THE GOAL OF MAINTAINING A COMPETITIVE SALARY AT THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS & FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILHARMONIC FOUNDATION OF ORANGE COUNTY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 BUSINESS CENTER DRIVE NO 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926121151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026138372 | EIN |
| Primary Activities | SOLICIT DONATIONS ON BEHALF OF THE PHILHARMONIC SOCIETY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PHILHARMONIC FOUNDATION OF ORANGE COUNTY | ||
| C | $8,704 | FMV |
| PHILHARMONIC FOUNDATION OF ORANGE COUNTY | ||
| M | $500,000 | FMV |
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