SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION (EIN 95-2104089)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201501349349308480
- 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 | 2015-05-14T17:51:33-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952835976 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952104089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8058989386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GROSSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8058989386 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAIL H ANIKOUCHINE | PreparerPersonNm |
| PTIN | P00161999 | PTIN |
| Phone | 8059664157 | 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 | DAVID PRATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,712,250 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.THESYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION PROVIDES PERFORMANCES OF CLASSICAL MUSIC TO THE RESIDENTS OF THE COMMUNITY AND EDUCATIONAL SERVICES TO THE YOUTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,614,506 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,765,840 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $859,059 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $771,302 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,045 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,200 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,179 | PYOtherRevenueAmt |
| CY Other Revenue | $1,684 | CYOtherRevenueAmt |
| PY Total Revenue | $2,507,789 | PYTotalRevenueAmt |
| CY Total Revenue | $2,545,026 | 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 | $1,698,905 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,802,639 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,860 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $396,737 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,074,287 | PYOtherExpensesAmt |
| CY Other Expenses | $903,555 | CYOtherExpensesAmt |
| PY Total Expenses | $2,773,192 | PYTotalExpensesAmt |
| CY Total Expenses | $2,722,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$265,403 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$177,028 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,297,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,148,721 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $488,216 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $516,384 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $809,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $632,337 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BE A HIGHLY RESPECTED SYMPHONY ORCHESTRA, PERFORMING GREAT WORKS WITH PASSION AND EXCELLENCE. TO BE AN INDISPENSABLE PARTNER TO OUR COMMUNITY, PROVIDING ENRICHMENT THROUGH INSPIRING CONCERTS, MUSIC EDUCATION PROGRAMS AND ACCESS FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,641,278 | ExpenseAmt |
| Revenue | $656,944 | RevenueAmt |
| Desc | SEASON PROGRAM: SUBSCRIPTION CONCERTS, SERIES OF (7) EVENING & (7) MATINEE PERFORMANCES, WITH COMBINED ATTENDANCE OF APPROXIMATELY 13,708 PEOPLE. THE SYMPHONY RECEIVED $5,420 OF IN-TRADE ADVERTISING SERVICES NOT INCLUDED IN REVENUE OR EXPENSE ON THE 990 PER GOVERNMENT INSTRUCTIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $60,033 | ExpenseAmt |
| Revenue | $97,276 | RevenueAmt |
| Desc | ANNUAL CONCERTS: NEW YEAR'S EVE CONCERT HAD AN AUDIENCE OF APPROXIMATELY 1,412 PEOPLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $287,786 | ExpenseAmt |
| Revenue | $18,766 | RevenueAmt |
| Desc | EDUCATION PROGRAM - FREE PROGRAMS FOR STUDENTS IN GRADES 4-6 THAT INTRODUCE STUDENTS TO THE INSTRUMENTS AND THE ORCHESTRA - WITH A MUSIC VAN THAT VISITS SCHOOLS AND CONCERTS FOR YOUNG PEOPLE. LOW COST OR FREE PROGRAMS FOR STUDENTS AGED 9-20 TO PERFORM WITH OTHERS IN A GROUP SETTING - STRING WORKSHOP, JUNIOR STRINGS, YOUTH SYMPHONY. FREE SCHOOL DEMONSTRATION FROM GUEST ARTISTS THAT ARE PERFORMING WITH THE ORCHESTRA. ALL OF THESE PROGRAMS COMBINE TO REACH OVER 4,500 YOUNG PEOPLE IN SANTA BARBARA COUNTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,989,097 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 206 | 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | 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 | S B SYMPHONY ORCHESTRA ASSOC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8058989386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| GAYLE BEEBE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLYN BERNARD BERNSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W BOHN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA CHERESH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER GILLON DUFFY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN ERICKSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREEMAN GOSDEN JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA GREGORY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON GREENLEAF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN KERNS | |||||||
| EXECUTIVE COMMITTEE COUNCIL | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| T ARTHUR KVAAS | |||||||
| PLANNED GIVING CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER MADLEM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMEY MARTH PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MEYERS PHD | |||||||
| EDUCATION COMMITTEE CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY NAZERIAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBYN RAGAN PALMQUIST | |||||||
| EDUCATION COMMITTEE CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SCHLUEER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIR KABARETTI | |||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $86,174 | $0 | $0 | ||
| HOWARD SIMON | |||||||
| ARTISTIC ADVISORY COMMITTE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN SPECTOR | |||||||
| DEVELOPMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELLEN TIFFANY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H WALLACE VANDEVER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MILTON WARSHAW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED WUDL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAKSY PLACKIS-CHENG | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GENE SINSER | |||||||
| AUDIT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR SWALLEY | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRETT C MOORE | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID GROSSMAN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $148,381 | $0 | $15,256 | Yes (X) | 2.00 | |
| DAVID CHERNOF | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEFAN RIESENFELD | |||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $234,555 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,256 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIR KABARETTI | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MUSICAL DIRECTOR | ServicesDesc |
| Compensation | $100,664 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $215,966 | RelatedOrganizationsAmt |
| All Other Contributions | $1,549,874 | AllOtherContributionsAmt |
| Noncash Contributions | $10,005 | NoncashContributionsAmt |
| Total Contributions | $1,765,840 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT TICKET SALES | 711130 | $752,536 | $752,536 |
| TUITION | 711130 | $18,766 | $18,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $771,302 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,424 | TotalRevenueColumnAmt |
| Exclusion | $8,424 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $165,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $167,224 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,224 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,224 | TotalRevenueColumnAmt |
| Exclusion | -$2,224 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $1,684 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,684 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,684 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,545,026 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $772,986 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,200 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,770 | TotalAmt |
| Program Services | $125,430 | ProgramServicesAmt |
| Management And General | $74,298 | ManagementAndGeneralAmt |
| Fundraising | $66,042 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,899 | TotalAmt |
| Program Services | $1,029,481 | ProgramServicesAmt |
| Management And General | $7,966 | ManagementAndGeneralAmt |
| Fundraising | $199,452 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,836 | TotalAmt |
| Program Services | $88,327 | ProgramServicesAmt |
| Management And General | $3,983 | ManagementAndGeneralAmt |
| Fundraising | $2,526 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,451 | TotalAmt |
| Program Services | $50,378 | ProgramServicesAmt |
| Management And General | $2,006 | ManagementAndGeneralAmt |
| Fundraising | $19,067 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,683 | TotalAmt |
| Program Services | $111,719 | ProgramServicesAmt |
| Management And General | $10,820 | ManagementAndGeneralAmt |
| Fundraising | $11,144 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,620 | TotalAmt |
| Management And General | $53,620 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,860 | TotalAmt |
| Fundraising | $15,860 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,499 | TotalAmt |
| Program Services | $118,948 | ProgramServicesAmt |
| Management And General | $12,670 | ManagementAndGeneralAmt |
| Fundraising | $6,881 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,395 | TotalAmt |
| Program Services | $90,426 | ProgramServicesAmt |
| Fundraising | $27,969 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,959 | TotalAmt |
| Program Services | $43,288 | ProgramServicesAmt |
| Management And General | $52,780 | ManagementAndGeneralAmt |
| Fundraising | $23,891 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,192 | TotalAmt |
| Management And General | $8,192 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,840 | TotalAmt |
| Program Services | $20,210 | ProgramServicesAmt |
| Management And General | $60,630 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894 | TotalAmt |
| Program Services | $502 | ProgramServicesAmt |
| Management And General | $392 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,312 | TotalAmt |
| Program Services | $332 | ProgramServicesAmt |
| Management And General | $23,847 | ManagementAndGeneralAmt |
| Fundraising | $1,133 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,129 | TotalAmt |
| Management And General | $4,129 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,737 | TotalAmt |
| Program Services | $1,506 | ProgramServicesAmt |
| Management And General | $14,231 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONCERT EXPENSES | $182,336 | $182,336 | $0 | $0 |
| STAGING & BOX OFFICE | $69,992 | $69,992 | $0 | $0 |
| EQUIPMENT RENTAL & MAIN | $41,962 | $35,306 | $6,656 | $0 |
| DONOR RELATIONS | $22,772 | $0 | $0 | $22,772 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,916 | TotalAmt |
| Program Services | $20,916 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,722,054 | TotalAmt |
| Program Services | $1,989,097 | ProgramServicesAmt |
| Management And General | $336,220 | ManagementAndGeneralAmt |
| Fundraising | $396,737 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,297 | BOYAmt |
| EOY | $181,803 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,711 | BOYAmt |
| EOY | $294,756 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,877 | BOYAmt |
| EOY | $384,261 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,500 | BOYAmt |
| EOY | $26,979 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,488 | BOYAmt |
| EOY | $4,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $132,141 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $130,669 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,601 | BOYAmt |
| EOY | $1,472 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,433 | BOYAmt |
| EOY | $254,813 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,297,907 | BOYAmt |
| EOY | $1,148,721 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,723 | BOYAmt |
| EOY | $86,053 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,493 | BOYAmt |
| EOY | $430,331 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,216 | BOYAmt |
| EOY | $516,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,571 | BOYAmt |
| EOY | $34,247 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,120 | BOYAmt |
| EOY | $598,090 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $809,691 | BOYAmt |
| EOY | $632,337 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,297,907 | BOYAmt |
| EOY | $1,148,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$177,028 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$326 | 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) |
|---|---|---|
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,974,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,102,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,966,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,629,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,765,840 | CurrentTaxYearAmt |
| Total | $9,437,871 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,974,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,102,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,966,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,629,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,765,840 | CurrentTaxYearAmt |
| Total | $9,437,871 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $546,517 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,891,354 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,424 | CurrentTaxYearAmt |
| Total | $49,373 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,684 | CurrentTaxYearAmt |
| Total | $39,235 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,526,479 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,487,806 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82430 | 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 | $4,640,729 | BeginningYearBalanceAmt |
| Contributions | $320,206 | ContributionsAmt |
| Investment Earnings Or Losses | $842,709 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $215,966 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,933 | AdministrativeExpensesAmt |
| End Year Balance | $5,558,745 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,013,443 | BeginningYearBalanceAmt |
| Contributions | $271,393 | ContributionsAmt |
| Investment Earnings Or Losses | $575,170 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,894 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $22,383 | AdministrativeExpensesAmt |
| End Year Balance | $4,640,729 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,365,850 | BeginningYearBalanceAmt |
| Contributions | $35,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$177,225 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $186,266 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,416 | AdministrativeExpensesAmt |
| End Year Balance | $4,013,443 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,557,155 | BeginningYearBalanceAmt |
| Contributions | $355,453 | ContributionsAmt |
| Investment Earnings Or Losses | $669,882 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $192,581 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,059 | AdministrativeExpensesAmt |
| End Year Balance | $4,365,850 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,364,148 | BeginningYearBalanceAmt |
| Contributions | $226,567 | ContributionsAmt |
| Investment Earnings Or Losses | $254,639 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $260,280 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $27,919 | AdministrativeExpensesAmt |
| End Year Balance | $3,557,155 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,794 | DepreciationAmt |
| Book Value | $1,472 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,875 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,875 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,472 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SYMPHONY IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2014, OR FOR ANY PERIOD FOR WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA BARKAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7785 | AddressLine1 |
| City | VENTURA | City |
| State | CA | State |
| ZIP Code | 93006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANTWRITING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $180,200 | GrossReceiptsAmt |
| Retained By Contractor | $15,860 | RetainedByContractorAmt |
| Net To Organization | $164,340 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $180,200 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $15,860 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $164,340 | TotalNetToOrganizationAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | DAVID GROSSMAN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $148,381 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,152 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,104 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $163,637 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND AUDIT COMMITTEE. AFTER THE APPROVAL OF THE 990 BY THE FINANCE & AUDIT COMMITTEES, IT WILL BE PRESENTED TO THE BOARD OF DIRECTORS FOR ANY COMMENTS AND QUESTIONS PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SYMPHONY HAS BOTH A WRITTEN CONFLICT OF INTEREST POLICY AND AN ANNUAL DISCLOSURE OF CONFLICTS. THE GOVERNANCE COMMITTEE OF THE BOARD OVERSEES DISTRIBUTION OF THE POLICY TO NEW BOARD MEMBERS AND THE COLLECTION OF ANNUAL DISCLOSURES OF CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ONCE A YEAR, JULY 1ST, COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER EMPLOYEES IS REVIEWED BY THE HUMAN RESOURCES (HR) COMMITTEE. THE HR COMMITTEE DOES A SURVEY WITH THE NON-PROFIT LEAGUE AND THE AMERICAN MUSICIAN ORCHESTRA LEAGUE REGARDING COMPENSATION. UPON THEIR RECOMMENDATION FOR AN INCREASE IN COMPENSATION, COMPENSATION WILL BE APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING FORMS ARE AVAILABLE FOR INSPECTION AT THE OFFICES OF THE SYMPHONY DURING REGULAR BUSINESS HOURS, SUBJECT TO AN APPOINTMENT MADE THROUGH THE MANAGING DIRECTOR'S OFFICE. |
| FORM 990, PART XI, LINE 2C | THE FINANCE AND AUDIT COMMITTEES REVIEW THE AUDITED FINANCIAL STATEMENTS AND 990 THEN PRESENTS THEM TO THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE RECOMMENDS INDEPENDENT AUDITORS AND THE BOARD OF DIRECTORS CHOOSES THE AUDITOR. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
| FORM 990, PART VI, SECTION A | THE EXECUTIVE COMMITTEE CONSISTS OF: STEFAN RIESENFELD, PAKSY PLACKIS-CHENG, DAVID CHERNOF, HOWARD SIMON, JANET MCGINNIS, JOHN MATUSZESKI, ARTHUR SWALLEY, GENE SINSER AND KAREN KERNS. ALL EXECUTIVE COMMITTEE MEMBERS ARE ON THE GOVERNING BOARD. WITHIN LIMITS, IF ANY, AS MAY BE SET BY RESOLUTION OF THE BOARD FROM TIME TO TIME, THE EXECUTIVE COMMITTEE IS SPECIFICALLY DELEGATED THE AUTHORITY OF THE BOARD TO ACT ON BEHALF OF THE BOARD ON MATTERS REQUIRING BOARD ACTION BETWEEN REGULARLY SCHEDULED MEETINGS AND WHEN THE BOARD CANNOT PRACTICALLY BE CONVENED. THE EXECUTIVE COMMITTEE SHALL EXERCISE THIS AUTHORITY JUDICIOUSLY AND WITH RESTRAINT. THE EXECUTIVE COMMITTEE SHALL REVIEW THE WORK OF THE BOARD COMMITTEES, APPROVE THE AGENDA FOR BOARD MEETINGS AND MONITOR THE ASSOCIATION'S LONG-RANGE AND STRATEGIC PLANS AND MAKE RECOMMENDATIONS TO THE BOARD BASED UPON ITS ONGOING REVIEW AS IT DEEMS APPROPRIATE. THE EXECUTIVE COMMITTEE SHALL ALSO HAVE THE RESPONSIBILITY TO SERVE AS COUNSEL TO THE EXECUTIVE DIRECTOR AS HE OR SHE MAY REQUEST. THE EXECUTIVE COMMITTEE MET 9 TIMES DURING THE YEAR BEFORE THE MONTHLY BOARD MEETING. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ENDOWMENT TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956542234 | EIN |
| Primary Activities | MANAGES CONTRIBUTIONS TO PROVIDE GENERAL SUPPORT FOR THE SYMPHONY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)3 | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ENDOWMENT TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $215,966 | InvolvedAmt |
| Method Of Amount Determination | PERCENTAGE OF INVESTMENTS | MethodOfAmountDeterminationTxt |
Comments