PORTLAND MAINE SYMPHONY ORCHESTRA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PORTLAND MAINE SYMPHONY ORCHESTRA (EIN 01-6006058)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-02-24
- IRS object ID
- 201500559349300510
- Schema version
- 2013v4.0
- 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 | 2015-02-24T12:03:49-06:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010440155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUNYON KERSTEEN OUELLETTE | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 LONG CREEK DRIVE | AddressLine1 |
| City | SOUTH PORTLAND | City |
| State | ME | State |
| ZIP Code | 04106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016006058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND MAINE SYMPHONY ORCHESTRA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 2077736128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MONUMENT SQUARE 2ND FLOOR | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA M FRENCH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2077736128 | PhoneNum |
| Signature | 2015-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA DUNBAR | PreparerPersonNm |
| PTIN | P00505024 | PTIN |
| Phone | 2077732986 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA M FRENCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MONUMENT SQUARE 2ND FLOOR | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,562,352 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PORTLANDSYMPHONY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | THE PORTLAND SYMPHONY ORCHESTRA SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 255 | TotalEmployeeCnt |
| Total Volunteers | 272 | TotalVolunteersCnt |
| Total Gross UBI | $117,121 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $34,586 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,051,240 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,474,073 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,713,305 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,784,143 | CYProgramServiceRevenueAmt |
| PY Investment Income | $77,779 | PYInvestmentIncomeAmt |
| CY Investment Income | $98,790 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,971 | PYOtherRevenueAmt |
| CY Other Revenue | $13,536 | CYOtherRevenueAmt |
| PY Total Revenue | $3,872,295 | PYTotalRevenueAmt |
| CY Total Revenue | $3,370,542 | 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 | $1,682,535 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,791,296 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $192,909 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,204,945 | PYOtherExpensesAmt |
| CY Other Expenses | $1,393,829 | CYOtherExpensesAmt |
| PY Total Expenses | $2,887,480 | PYTotalExpensesAmt |
| CY Total Expenses | $3,185,125 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $984,815 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $185,417 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,355,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,703,287 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $780,620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $577,512 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,574,478 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,125,775 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PRESENTATION OF SYMPHONY PERFORMANCES. THE PORTLAND SYMPHONY ORCHESTRA (PSO) IS A PROFESSIONAL ORCHESTRA CHARTERED IN 1932, ASPIRING TO THE HIGHEST ARTISTIC QUALITY. SERVICING ITS CITY, STATE, AND NORTHERN NEW ENGLAND, ITS MISSION IS TO ENGAGE DIVERSE AUDIENCES IN THE ENJOYMENT AND APPRECIATION OF LIVE ORCHESTRAL MUSIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,047,117 | ExpenseAmt |
| Revenue | $1,724,050 | RevenueAmt |
| Desc | THE PORTLAND SYMPHONY ORCHESTRA IS MAINE'S LARGEST ORCHESTRA WITH AN ANNUAL BUDGET OF $2.8 MILLION. DURING THE 2013/2014 SEASON, THE SYMPHONY PERFORMED NEARLY 40 CONCERTS AT MERRILL AUDITORIUM, INCLUDING 12 PERFORMANCES OF MAGIC OF CHRISTMAS, 6 TUESDAY CLASSICAL, 8 POPS, 5 SUNDAY CLASSICAL, 3 DISCOVERY FAMILY CONCERTS, AND YOUTH AND KINDERKONZERTS, REACHING OVER 100,000 PEOPLE. | Desc |
| Total Program Service Expenses | $2,047,117 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 255 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | 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 | ME | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA M FRENCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2077736128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MONUMENT SQUARE 2ND FLOOR | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| J SAMUEL PARKHILL | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELEANOR BAKER | |||||||
| VP OF FINANCE, TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARLYLE VOSS | |||||||
| VP OF ORCHESTRA PERSONNEL | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HARPER LEE COLLINS | |||||||
| VP OF TRUSTEE & GOVERNANCE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID LEOPOLD | |||||||
| VP OF MARKETING & COMMUNICATIONS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLIFFORD GINN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY W JOHNSTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN KOLKHORST | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS GIVERTZ | |||||||
| VP OF ARTISTIC PLANNING | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY MORSE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT NANOVIC | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH SPIRER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MERLE NELSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA PETROVEK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON VIOLA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY BANCROFT | |||||||
| VP OF COMMUNITY ENGAGEMENT & LIFELONG LEARNING | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROLE CASE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA GRAFFAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NINA ALLEN MILLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW CHARLES O'REILLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICE GERRY | |||||||
| VP OF ANNUAL FUND BUILDERS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAY WHITMORE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT CRISPIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA DOUGHTY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANESTES FOTIADES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN BLASCHKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY H BOULETTE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH F HAMMOND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES D KONKEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNY NELSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELISABETH OSBORN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA M FRENCH | |||||||
| EXECUTIVE DIRECTOR & SECRE | 40.00 | Yes (X) | $98,484 | $0 | $35 | ||
| ROBERT MOODY | |||||||
| MUSIC DIRECTOR | 40.00 | $138,690 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $237,174 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35 | 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 | $105,643 | FundraisingAmt |
| All Other Contributions | $1,368,430 | AllOtherContributionsAmt |
| Total Contributions | $1,474,073 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONCERTS | 711130 | $1,700,859 | $1,700,859 | |
| PROGRAM ADVERTISING | 541800 | $76,939 | $76,939 | |
| MISCELLANEOUS RECEIPTS | 900099 | $6,345 | $6,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,784,143 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,790 | TotalRevenueColumnAmt |
| Exclusion | $98,790 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,373 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,373 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,725 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $105,643 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,437 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,712 | TotalRevenueColumnAmt |
| Exclusion | -$43,712 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PORTTIX, LLC | 711300 | $42,248 | $11,576 | $30,452 | $220 |
| MANAGEMENT FEE | 541610 | $15,000 | $5,270 | $9,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,248 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,370,542 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,724,050 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $117,121 | UnrelatedBusinessRevenueAmt |
| Exclusion | $55,298 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,680 | TotalAmt |
| Program Services | $75,337 | ProgramServicesAmt |
| Management And General | $18,712 | ManagementAndGeneralAmt |
| Fundraising | $9,631 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,503,579 | TotalAmt |
| Program Services | $1,092,645 | ProgramServicesAmt |
| Management And General | $271,293 | ManagementAndGeneralAmt |
| Fundraising | $139,641 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,732 | TotalAmt |
| Program Services | $36,432 | ProgramServicesAmt |
| Management And General | $20,435 | ManagementAndGeneralAmt |
| Fundraising | $10,865 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,305 | TotalAmt |
| Program Services | $86,530 | ProgramServicesAmt |
| Management And General | $18,762 | ManagementAndGeneralAmt |
| Fundraising | $11,013 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,060 | TotalAmt |
| Management And General | $6,060 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Management And General | $17,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,652 | TotalAmt |
| Program Services | $17,640 | ProgramServicesAmt |
| Management And General | $18,129 | ManagementAndGeneralAmt |
| Fundraising | $4,883 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,374 | TotalAmt |
| Program Services | $5,531 | ProgramServicesAmt |
| Management And General | $287,843 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,188 | TotalAmt |
| Program Services | $3,425 | ProgramServicesAmt |
| Management And General | $39,253 | ManagementAndGeneralAmt |
| Fundraising | $7,510 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,656 | TotalAmt |
| Program Services | $237,656 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,984 | TotalAmt |
| Management And General | $20,984 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,628 | TotalAmt |
| Management And General | $30,628 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| INCOME TAX EXPENSE | $20,155 | $20,155 | |
| RENTALS | $172,218 | $62,419 | $109,799 |
| GUEST ARTIST | $160,314 | $160,314 | |
| STAGING & PRODUCTION CO | $128,567 | $128,567 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,033 | TotalAmt |
| Program Services | $93,241 | ProgramServicesAmt |
| Management And General | $113,426 | ManagementAndGeneralAmt |
| Fundraising | $9,366 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,185,125 | TotalAmt |
| Program Services | $2,047,117 | ProgramServicesAmt |
| Management And General | $945,099 | ManagementAndGeneralAmt |
| Fundraising | $192,909 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,195 | BOYAmt |
| EOY | $75,577 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,095,564 | BOYAmt |
| EOY | $871,740 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,500 | BOYAmt |
| EOY | $116,550 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,024 | BOYAmt |
| EOY | $56,424 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,141 | BOYAmt |
| EOY | $144,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $392,304 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $357,124 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,088 | BOYAmt |
| EOY | $35,180 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,494,877 | BOYAmt |
| EOY | $5,225,152 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,731 | BOYAmt |
| EOY | $48,080 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,978 | BOYAmt |
| EOY | $129,910 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,355,098 | BOYAmt |
| EOY | $6,703,287 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,708 | BOYAmt |
| EOY | $85,020 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,912 | BOYAmt |
| EOY | $481,617 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,000 | BOYAmt |
| EOY | $10,875 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,620 | BOYAmt |
| EOY | $577,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,784,739 | BOYAmt |
| EOY | $2,052,389 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,067 | BOYAmt |
| EOY | $1,091,714 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,981,672 | BOYAmt |
| EOY | $2,981,672 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,574,478 | BOYAmt |
| EOY | $6,125,775 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,355,098 | BOYAmt |
| EOY | $6,703,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $185,417 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $365,880 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $1,224,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,232,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,432,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,051,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,474,073 | CurrentTaxYearAmt |
| Total | $7,414,913 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,224,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,232,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,432,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,051,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,474,073 | CurrentTaxYearAmt |
| Total | $7,414,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $441,439 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,973,474 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,010 | CurrentTaxYearAmt |
| Total | $362,503 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,586 | CurrentTaxYearAmt |
| Total | $235,346 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,012,762 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,147,916 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $4,719,900 | BeginningYearBalanceAmt |
| Contributions | $155,718 | ContributionsAmt |
| Investment Earnings Or Losses | $458,930 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,334,548 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,535,372 | BeginningYearBalanceAmt |
| Contributions | $857,355 | ContributionsAmt |
| Investment Earnings Or Losses | $454,173 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $127,000 | OtherExpendituresAmt |
| End Year Balance | $4,719,900 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,268,323 | BeginningYearBalanceAmt |
| Contributions | $272,222 | ContributionsAmt |
| Investment Earnings Or Losses | $48,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,539 | OtherExpendituresAmt |
| End Year Balance | $3,535,372 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,819,423 | BeginningYearBalanceAmt |
| Contributions | $55,539 | ContributionsAmt |
| Investment Earnings Or Losses | $393,361 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,268,323 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,518,546 | BeginningYearBalanceAmt |
| Contributions | $5,438 | ContributionsAmt |
| Investment Earnings Or Losses | $295,439 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,819,423 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29410 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55760 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14830 | TermEndowmentBalanceEOYPct |
| 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 | $12,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,445 | DepreciationAmt |
| Book Value | $1,093 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,641 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,386 | DepreciationAmt |
| Book Value | $13,255 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $231,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $210,293 | DepreciationAmt |
| Book Value | $20,832 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,180 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED SUPPORT | Desc |
| Amt | $10,875 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,875 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,736,422 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $365,880 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $365,880 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,370,542 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,370,542 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,185,125 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,185,125 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,185,125 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE FUND IS TO GENERATE INCOME TO BE USED TO HELP MEET THE OPERATING AND NON-OPERATING COSTS OF THE SYMPHONY. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AS PROVIDED FOR IN THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. THIS STATEMENT CLARIFIES THE CRITERIA THAT AN INDIVIDUAL TAX POSITION MUST SATISFY FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT ALSO PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY-THAN-NOT, AND A MEASUREMENT ATTRIBUTE FOR ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, IN ORDER FOR THOSE TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THERE WAS NO CUMULATIVE EFFECT ON THE SYMPHONY'S FINANCIAL STATEMENTS RELATED TO FOLLOWING THESE PROVISIONS, AND NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WERE ACCRUED. THE SYMPHONY IS CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE YEARS ENDED JULY 31, 2011 THROUGH 2014. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE DINNER & AUCTION | NameOfEvent1Amt |
| Gross Receipts Event1 | $122,068 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $105,643 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,425 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $47,095 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $122,068 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $105,643 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,425 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,095 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,095 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,670 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD IS INVITED TO VIEW THE 990 WHEN IT IS COMPLETED. THE REQUIRED RETURNS ARE REVIEWED BY THE BOARD CHAIR AND THE EXECUTIVE DIRECTOR PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT SUCH TIME AS ANY MATTER COMES BEFORE THE BOARD OF TRUSTEES WHICH INVOLVES OR MAY INVOLVE A CONFLICT OF INTEREST, THE AFFECTED TRUSTEE SHALL MAKE KNOWN THE POTENTIAL CONFLICT. SUCH TRUSTEE SHALL ANSWER ANY QUESTIONS THAT MIGHT BE ASKED OF HIM OR HER AND SHALL DISCLOSE ALL MATERIAL FACTS. AT THE REQUEST OF THE PRESIDENT, SUCH TRUSTEE SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION, SHALL ABSTAIN FROM ANY VOTE, AND SHALL NOT ATTEMPT TO INFLUENCE ANY VOTE THEREON. A CONFLICT OF INTEREST POLICY HAS BEEN ADOPTED AND EACH BOARD MEMBER AND OFFICER WILL SIGN A FORM EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN ANNUAL REVIEW OF PERFORMANCE IS CONDUCTED AND COMPENSATION IS COMPARED TO PUBLISHED SALARY SURVEY OF THE LEAGUE OF AMERICAN ORCHESTRAS. THE EXECUTIVE DIRECTOR'S PAY IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTTIX LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 MYRTLE STREET | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043353155 | EIN |
| Primary Activities | BOX OFFICE FOR EVENTS, TIMES, TICKETS AND ONLINE RESERVATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $41,950 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $651,478 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| 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 | 0 | 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 | Yes (1) | 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 |
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