PEORIA SYMPHONY ORCHESTRA: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PEORIA SYMPHONY ORCHESTRA (EIN 37-0901338)
Tax period
2014-06-01 to 2015-05-31
Filed
2016-02-15
IRS object ID
201640469349302144
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

FieldValueIRS element (for citing)
Return2016-02-15T14:55:51-06:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 SW ADAMS STE 1000AddressLine1Txt
CityPEORIACityNm
State AbbreviationILStateAbbreviationCd
ZIP61602ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN370901338EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIP STRASMAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3096711096PhoneNum
Signature2016-01-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAMUEL A CIGELNIKPreparerPersonNm
PTINP00324762PTIN
Phone3096714500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIP STRASMAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 STATE STREETAddressLine1Txt
CityPEORIACityNm
State AbbreviationILStateAbbreviationCd
ZIP61602ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,176,639GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressPEORIASYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO ENCOURAGE THE PERFORMANCE OF QUALITY ORCHESTRAL MUSIC, PROVIDE AN EDUCATIONAL OPPORTUNITY FOR MUSICIANS, PROVIDE ENJOYMENT TO THE CITIZENS, AND ELEVATE THE STANDARDS OF ART IN THE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee175TotalEmployeeCnt
Total Volunteers185TotalVolunteersCnt
Total Gross UBI$20,725TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$13,702NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$579,195PYContributionsGrantsAmt
CY Contributions Grants$591,474CYContributionsGrantsAmt
PY Program Service Revenue$484,864PYProgramServiceRevenueAmt
CY Program Service Revenue$536,662CYProgramServiceRevenueAmt
PY Investment Income$112PYInvestmentIncomeAmt
CY Investment Income$60CYInvestmentIncomeAmt
PY Other Revenue$20,132PYOtherRevenueAmt
CY Other Revenue$38,291CYOtherRevenueAmt
PY Total Revenue$1,084,303PYTotalRevenueAmt
CY Total Revenue$1,166,487CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$592,031PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$697,825CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$84,776CYTotalFundraisingExpenseAmt
PY Other Expenses$406,308PYOtherExpensesAmt
CY Other Expenses$497,025CYOtherExpensesAmt
PY Total Expenses$998,339PYTotalExpensesAmt
CY Total Expenses$1,194,850CYTotalExpensesAmt
PY Revenues Less Expenses$85,964PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$28,363CYRevenuesLessExpensesAmt
Total Assets BOY$4,426,935TotalAssetsBOYAmt
Total Assets EOY$4,521,982TotalAssetsEOYAmt
Total Liabilities BOY$323,301TotalLiabilitiesBOYAmt
Total Liabilities EOY$411,778TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,103,634NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,110,204NetAssetsOrFundBalancesEOYAmt
MissionTO ENCOURAGE THE PERFORMANCE OF QUALITY ORCHESTRAL MUSIC, PROVIDE AN EDUCATIONAL OPPORTUNITY FOR MUSICIANS, PROVIDE ENJOYMENT TO THE CITIZENS, AND ELEVATE THE STANDARDS OF ART IN THE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$576,679ExpenseAmt
Revenue$448,386RevenueAmt
DescSUBSCRIPTION CONCERT SERIES - AN EIGHT CONCERT SERIES OF PRIMARILY CLASSICAL MUSIC FEATURING THE ORCHESTRA AND GUEST ARTISTS. THE MAJORITY OF THE CONCERTS ARE HELD AT THE PEORIA CIVIC CENTER THEATER.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,913ExpenseAmt
Revenue$25,575RevenueAmt
DescOTHER CONCERTS - SYMPHONY SUNDAY - A FREE CONCERT HELD ON THE RIVERFRONT AND OUTREACH ENSEMBLE PERFORMANCES HELD THROUGHOUT THE COMMUNITY IN SUPPORT OF OUR CONTINUING OUTREACH PROGRAMS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$78,826ExpenseAmt
Revenue$75,000RevenueAmt
DescPSO@WTVP SERIES - TWO CONCERT SERIES - MUSICAL DISCOVERY AND SOUND BITES WITH MUSICAL PRESENTATIONS PERFORMED BEFORE A LIVE AUDIENCE AND RECORDED FOR FUTURE BROADCAST ON WTVP.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$671,418TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee175EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
KENT MALONE
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
BOB PARKHURST
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ROBERT SWANK
DIRECTOR1.00Yes (X)$0$0$0
KATHARINE FRANCIS
TREASURER1.00Yes (X)Yes (X)$0$0$0
JOHN R DAY
DIRECTOR1.00Yes (X)$0$0$0
KIP STRASMA
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SHARON AMDALL
DIRECTOR1.00Yes (X)$0$0$0
STEPHEN R BROWN
DIRECTOR1.00Yes (X)$0$0$0
CHRIS BUTLER
DIRECTOR1.00Yes (X)$0$0$0
GREGORY P GERONTES
DIRECTOR1.00Yes (X)$0$0$0
CHRISTOPHER GRAY
DIRECTOR1.00Yes (X)$0$0$0
DOUGLAS F GROGAN
DIRECTOR1.00Yes (X)$0$0$0
JANICE LUKICH
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER L MORRIS
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL SPOSATO
DIRECTOR1.00Yes (X)$0$0$0
SHANTE TURNER
DIRECTOR1.00Yes (X)$0$0$0
SUSAN HOFFMAN
EXECUTIVE DIRECTOR38.00Yes (X)$74,779$0$13,1962.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$74,779TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$13,196TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$365,217RelatedOrganizationsAmt
Government Grants$17,950GovernmentGrantsAmt
All Other Contributions$208,307AllOtherContributionsAmt
Total Contributions$591,474TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
SEASON TICKETS & CONCE711130$368,574$368,574
UNDERWRITING INCOME711130$147,363$147,363
PROGRAM ADVERTISING711130$20,725$20,725
FieldValueIRS element (for citing)
Total Program Service Revenue$536,662TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$178TotalRevenueColumnAmt
Exclusion$178ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$118OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$118OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$118TotalRevenueColumnAmt
Exclusion-$118ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$15,301FundraisingGrossIncomeAmt
Fundraising Direct Expenses$10,034FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,267TotalRevenueColumnAmt
Exclusion$5,267ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business711130BusinessCd
Total Revenue Column$33,024TotalRevenueColumnAmt
Related Or Exempt Func Income$33,024RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$33,024OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,166,487TotalRevenueColumnAmt
Related Or Exempt Func Income$548,961RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$20,725UnrelatedBusinessRevenueAmt
Exclusion$5,327ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$93,253TotalAmt
Program Services$46,627ProgramServicesAmt
Management And General$46,626ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$550,141TotalAmt
Program Services$397,266ProgramServicesAmt
Management And General$152,875ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,339TotalAmt
Management And General$8,339ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$46,092TotalAmt
Program Services$29,920ProgramServicesAmt
Management And General$16,172ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$98,576TotalAmt
Management And General$98,576ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$106,885TotalAmt
Program Services$20,671ProgramServicesAmt
Management And General$1,438ManagementAndGeneralAmt
Fundraising$84,776FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,726TotalAmt
Management And General$5,726ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$44,564TotalAmt
Program Services$9,194ProgramServicesAmt
Management And General$35,370ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,772TotalAmt
Program Services$9,772ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,131TotalAmt
Management And General$3,131ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,489TotalAmt
Management And General$12,489ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,555TotalAmt
Management And General$13,555ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,645TotalAmt
Program Services$13,943ProgramServicesAmt
Management And General$3,702ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
RECEPTIONS$58,155$58,155
HALL RENTAL$43,181$43,181
OTHER MISCELLANEOUS$23,066$2,152$20,914
STAGING$18,435$18,435

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$41,845TotalAmt
Program Services$22,102ProgramServicesAmt
Management And General$19,743ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,194,850TotalAmt
Program Services$671,418ProgramServicesAmt
Management And General$438,656ManagementAndGeneralAmt
Fundraising$84,776FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$60,246BOYAmt
EOY$98,956EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$75,902BOYAmt
EOY$80,445EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,617BOYAmt
EOY$4,027EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,841BOYAmt
EOY$9,479EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,587BOYAmt
EOY$8,661EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$288,576LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$122,909LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$149,010BOYAmt
EOY$165,667EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$41,113BOYAmt
EOY$41,195EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,078,619BOYAmt
EOY$4,113,552EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,426,935BOYAmt
EOY$4,521,982EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,245BOYAmt
EOY$77,614EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$307,056BOYAmt
EOY$334,164EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$323,301BOYAmt
EOY$411,778EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$7,485BOYAmt
EOY-$3,348EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,111,119BOYAmt
EOY$4,113,552EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,103,634BOYAmt
EOY$4,110,204EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,426,935BOYAmt
EOY$4,521,982EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$28,363ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$34,933OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$239,313CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$311,903CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$505,436CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$579,195CurrentTaxYearMinus1YearAmt
Current Tax Year$591,474CurrentTaxYearAmt
Total$2,227,321TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$417,549CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$222,713CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$231,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$165,882CurrentTaxYearMinus1YearAmt
Current Tax Year$209,094CurrentTaxYearAmt
Total$1,247,134TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$656,862CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$534,616CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$737,332CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$745,077CurrentTaxYearMinus1YearAmt
Current Tax Year$800,568CurrentTaxYearAmt
Total$3,474,455TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$127,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$103,820CurrentTaxYearMinus1YearAmt
Total$231,739TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$127,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$103,820CurrentTaxYearMinus1YearAmt
Total$231,739TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,242,716PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,055CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$112CurrentTaxYearMinus1YearAmt
Current Tax Year$178CurrentTaxYearAmt
Total$3,159TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,055CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$112CurrentTaxYearMinus1YearAmt
Current Tax Year$178CurrentTaxYearAmt
Total$3,159TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$372CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,189CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,294CurrentTaxYearMinus1YearAmt
Current Tax Year$33,024CurrentTaxYearAmt
Total$46,103TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$659,289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$536,238CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$737,937CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$756,483CurrentTaxYearMinus1YearAmt
Current Tax Year$833,770CurrentTaxYearAmt
Total$3,523,717TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92030PublicSupportCY509Pct
Public Support PY5090.90380PublicSupportPY509Pct
Investment Income CY0.00090InvestmentIncomeCYPct
Investment Income PY0.00310InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$181,601OtherCostOrOtherBasisAmt
Depreciation$20,869DepreciationAmt
Book Value$160,732BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$106,975OtherCostOrOtherBasisAmt
Depreciation$102,040DepreciationAmt
Book Value$4,935BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$165,667TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN NET ASSETS OF PEORIA SYMPHONY FOUNDATIONDesc
Book Value$4,113,552BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,113,552TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED REVENUE - SEASON TICKETS$59,198
RELATED PARTY PROMISSORY NOTE$250,000
ACCRUED INTEREST PAYABLE$24,966
FieldValueIRS element (for citing)
Total Liability$334,164TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,237,509TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$3,589DonatedServicesAndUseFcltsAmt
Other Revenue$67,433OtherRevenueAmt
Revenue Not Reported$71,022RevenueNotReportedAmt
Revenue Subtotal$1,166,487RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,166,487TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,198,439TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$3,589DonatedServicesUseFcltsAmt
Expenses Not Reported$3,589ExpensesNotReportedAmt
Expenses Subtotal$1,194,850ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,194,850TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XI, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 34,933. NET ASSETS RELEASED FROM RESTRICTION 32,500.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Other Events Total9OtherEventsTotalCnt
Gross Receipts Other Events$15,301GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$15,301GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$10,034OthDirectExpnssOtherEventsAmt
Gross Receipts Total$15,301GrossReceiptsTotalAmt
Gross Revenue Total Events$15,301GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$10,034OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,034DirectExpenseSummaryEventsAmt
Net Income Summary$5,267NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE RETURN IS REVIEWED BY THE INTERNAL ACCOUNTANT AND EXECUTIVE DIRECTOR PRIOR TO SIGNATURE. IT IS THEN DELIVERED TO OFFICERS FOR SIGNATURES.
FORM 990, PART VI, SECTION B, LINE 12CWHEN SITUATIONS ARISE THAT ARE OF POSSIBLE CONFLICT, THEY ARE ADDRESSED AT THE BOARD LEVEL.
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION FORM FROM THE LEAGUE OF AMERICAN ORCHESTRAS ANNUAL SURVEY OF SALARIES. SUSAN HOFFMAN IS COMPENSATED AT THE AVERAGE OF EXECUTIVE DIRECTOR COMPARISON.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, SECTION VII, LINE 1A, COLUMN B:HOURS FOR RELATED ORGANIZATIONS: SUSAN HOFFMAN IS THE EXECUTIVE DIRECTOR FOR TWO ORGANIZATIONS, PEORIA SYMPHONY FOUNDATION, INC. AND PEORIA SYMPHONY ORCHESTRA. HER 40-HOUR WORK WEEK IS SPLIT BETWEEN BOTH ORGANIZATIONS.
FORM 990, PART XI, LINE 9:CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 34,933.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PEORIA SYMPHONY FOUNDATION INC
C$365,217CHARITABLE CONTRIBUTION
PEORIA SYMPHONY FOUNDATION INC
E$250,000PROMISSORY NOTE

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