SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION (EIN 95-2104089)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201401359349307340
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T15:40:59-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952835976 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952104089 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8058989386 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID GROSSMAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8058989386 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAIL H ANIKOUCHINE | Name |
| PTIN | P00161999 | PTIN |
| Phone | 8059664157 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID GROSSMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 2541459 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.THESYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION PROVIDES PERFORMANCES OF CLASSICAL MUSIC TO THE RESIDENTS OF THE COMMUNITY AND EDUCATIONAL SERVICES TO THE YOUTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 174 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1955566 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1614506 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 834789 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 859059 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8681 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11045 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 22701 | OtherRevenuePriorYear |
| Other Revenue Current Year | 23179 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2821737 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2507789 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1678220 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1698905 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 362248 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 875930 | OtherExpensePriorYear |
| Other Expenses Current Year | 1074287 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2554150 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2773192 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 267587 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -265403 | RevenuesLessExpensesCY |
| Total Assets BOY | 1553393 | TotalAssetsBOY |
| Total Assets EOY | 1297907 | TotalAssetsEOY |
| Total Liabilities BOY | 478299 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 488216 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1075094 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 809691 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1684171 | Expense |
| Revenue | 739791 | Revenue |
| Description | SEASON PROGRAM: SUBSCRIPTION CONCERTS, SERIES OF (7) EVENING & (7) MATINEE PERFORMANCES, WITH COMBINED ATTENDANCE OF APPROXIMATELY 13,708 PEOPLE. THE SYMPHONY RECEIVED $44,790 OF IN-TRADE ADVERTISING SERVICES NOT INCLUDED IN REVENUE OR EXPENSE ON THE 990 PER GOVERNMENT INSTRUCTIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 58217 | Expense |
| Revenue | 103898 | Revenue |
| Description | ANNUAL CONCERTS: NEW YEAR'S EVE CONCERT HAD AN AUDIENCE OF APPROXIMATELY 1,412 PEOPLE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 288550 | Expense |
| Revenue | 15668 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2030938 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 174 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S B SYMPHONY ORCHESTRA ASSOC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8058989386 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| GAYLE BEEBE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARLYN BERNARD BERNSTEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID W BOHN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DIANE CALVERT | ||||||
| HR COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| LINDA CHERESH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER GILLON DUFFY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN ERICKSON | ||||||
| DEVELOPMENT CHAIR | 1.00 | X | 0 | 0 | 0 | |
| FREEMAN GOSDEN JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA GREGORY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JON GREENLEAF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAREN KERNS | ||||||
| EDUCATION COMMITTEE CO-CHAIR | 1.00 | X | 0 | 0 | 0 | |
| T ARTHUR KVAAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMEY MARTH PHD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN MATUSZESKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD MEYERS PHD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRETT C MOORE | ||||||
| BUSINESS COUNCIL CHAIR | 1.00 | X | 0 | 0 | 0 | |
| SALLY NAZERIAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBYN RAGAN PALMQUIST | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PETER SCHLUEER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL SHASBERGER | ||||||
| SBYS PARENTS COMMITTEE PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| HOWARD SIMON | ||||||
| ARTISTIC ADVISORY COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN SPECTOR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY ELLEN TIFFANY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| H WALLACE VANDEVER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MILTON WARSHAW | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRED WUDL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAKSY PLACKIS-CHENG | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| STEFAN RIESENFELD | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| ARTHUR SWALLEY | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| GENE SINSER | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| DAVID CHERNOF | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| DAVID GROSSMAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 142833 | 0 | 14867 | X | |
| DALE MCMURRAY | ||||||
| FORMER CONTROLLER | 40.00 | 65915 | 0 | 8684 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 208748 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23551 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 29800 | FundraisingEvents |
| Related Organizations | 196864 | RelatedOrganizations |
| Government Grants | 3000 | GovernmentGrants |
| All Other Contributions | 1384842 | AllOtherContributions |
| Total Contributions | 1614506 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERT TICKET SALES | 711130 | 806187 | 806187 |
| ADVERTISING | 711130 | 37204 | 37204 |
| TUITION | 711130 | 15668 | 15668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 859059 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11045 | TotalRevenueColumn |
| Exclusion | $11,045 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 56551 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 29800 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 33670 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22881 | TotalRevenueColumn |
| Exclusion | $22,881 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 711130 | BusinessCode |
| Total Revenue Column | 298 | TotalRevenueColumn |
| Related Or Exempt Function Income | 298 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 298 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2507789 | TotalRevenueColumn |
| Related Or Exempt Function Income | 859357 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $33,926 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229906 | Total |
| Program Services | 27888 | ProgramServices |
| Management And General | 139112 | ManagementAndGeneral |
| Fundraising | 62906 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1168128 | Total |
| Program Services | 966684 | ProgramServices |
| Management And General | 9376 | ManagementAndGeneral |
| Fundraising | 192068 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98404 | Total |
| Program Services | 93194 | ProgramServices |
| Management And General | 3256 | ManagementAndGeneral |
| Fundraising | 1954 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79564 | Total |
| Program Services | 61879 | ProgramServices |
| Management And General | 7904 | ManagementAndGeneral |
| Fundraising | 9781 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122903 | Total |
| Program Services | 101300 | ProgramServices |
| Management And General | 8484 | ManagementAndGeneral |
| Fundraising | 13119 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13600 | Total |
| Management And General | 13600 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305998 | Total |
| Program Services | 262970 | ProgramServices |
| Management And General | 33228 | ManagementAndGeneral |
| Fundraising | 9800 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136315 | Total |
| Program Services | 123470 | ProgramServices |
| Fundraising | 12845 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106325 | Total |
| Program Services | 46797 | ProgramServices |
| Management And General | 54738 | ManagementAndGeneral |
| Fundraising | 4790 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73260 | Total |
| Program Services | 18315 | ProgramServices |
| Management And General | 54945 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4284 | Total |
| Program Services | 4022 | ProgramServices |
| Fundraising | 262 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31559 | Total |
| Program Services | 2832 | ProgramServices |
| Management And General | 26722 | ManagementAndGeneral |
| Fundraising | 2005 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4548 | Total |
| Management And General | 4548 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14820 | Total |
| Program Services | 1926 | ProgramServices |
| Management And General | 12894 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| CONCERT | 166591 | 166591 | ||
| STAGING & BOX OFFICE | 79775 | 79775 | ||
| DEVELOPMENT | 52718 | 52718 | ||
| EQUIPMENT RENTAL & MAIN | 48387 | 37188 | 11199 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36107 | Total |
| Program Services | 36107 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2773192 | Total |
| Program Services | 2030938 | ProgramServices |
| Management And General | 380006 | ManagementAndGeneral |
| Fundraising | 362248 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281066 | BOY |
| EOY | 132297 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411052 | BOY |
| EOY | 468711 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503825 | BOY |
| EOY | 444877 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 46500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38294 | BOY |
| EOY | 14488 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 132141 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 126540 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10149 | BOY |
| EOY | 5601 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309007 | BOY |
| EOY | 185433 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1553393 | BOY |
| EOY | 1297907 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40337 | BOY |
| EOY | 71723 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437962 | BOY |
| EOY | 416493 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 478299 | BOY |
| EOY | 488216 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437224 | BOY |
| EOY | 290571 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637870 | BOY |
| EOY | 519120 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1075094 | BOY |
| EOY | 809691 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1553393 | BOY |
| EOY | 1297907 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -265403 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2010013 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1974145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2102199 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1966191 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1629496 | CurrentTaxYear |
| Total | 9682044 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 914469 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1003076 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 914259 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 853759 | CurrentTaxYearMinus1Year |
| Current Tax Year | 945410 | CurrentTaxYear |
| Total | 4630973 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2924482 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2977221 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3016458 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2819950 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2574906 | CurrentTaxYear |
| Total | 14313017 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 183004 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 213005 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 161481 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 127750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82785 | CurrentTaxYear |
| Total | 768025 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 206597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 176080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 735535 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 399686 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145531 | CurrentTaxYear |
| Total | 1663429 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 389601 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 389085 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 897016 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 527436 | CurrentTaxYearMinus1Year |
| Current Tax Year | 228316 | CurrentTaxYear |
| Total | 2431454 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 11881563 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13327 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11045 | CurrentTaxYear |
| Total | 49662 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13327 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11045 | CurrentTaxYear |
| Total | 49662 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6985 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12412 | CurrentTaxYearMinus1Year |
| Current Tax Year | 298 | CurrentTaxYear |
| Total | 52247 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2947891 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3008404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3031339 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2841043 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2586249 | CurrentTaxYear |
| Total | 14414926 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.82430 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.81320 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00340 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00390 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4052424 | BeginningOfYearBalance |
| Contributions | 271393 | Contributions |
| Investment Earnings Or Losses | 575170 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 196894 | GrantsOrScholarships |
| Administrative Expenses | 22383 | AdministrativeExpenses |
| End Of Year Balance | 4679710 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4417974 | BeginningOfYearBalance |
| Contributions | 35500 | Contributions |
| Investment Earnings Or Losses | -190368 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 186266 | GrantsOrScholarships |
| Administrative Expenses | 24416 | AdministrativeExpenses |
| End Of Year Balance | 4052424 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3784042 | BeginningOfYearBalance |
| Contributions | 355453 | Contributions |
| Investment Earnings Or Losses | 722006 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 192581 | GrantsOrScholarships |
| Other Expenditures | 226887 | OtherExpenditures |
| Administrative Expenses | 24059 | AdministrativeExpenses |
| End Of Year Balance | 4417974 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3567785 | BeginningOfYearBalance |
| Contributions | 408064 | Contributions |
| Investment Earnings Or Losses | 254639 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 260280 | GrantsOrScholarships |
| Other Expenditures | 186166 | OtherExpenditures |
| End Of Year Balance | 3784042 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4949430 | BeginningOfYearBalance |
| Contributions | 219987 | Contributions |
| Investment Earnings Or Losses | -1113220 | InvestmentEarningsOrLosses |
| Other Expenditures | 202430 | OtherExpenditures |
| Administrative Expenses | 285982 | AdministrativeExpenses |
| End Of Year Balance | 3567785 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 108266 | OtherCostOrOtherBasis |
| Depreciation | 102665 | Depreciation |
| Book Value | 5601 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23875 | OtherCostOrOtherBasis |
| Depreciation | 23875 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5601 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2013, OR FOR ANY PERIOD FOR WHICH THE STATUTE OF LIMITATIONS IS STILL OPEN. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LEAGUE BENEFIT EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 21991 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 21991 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 7005 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ANNIVERSARY EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 62200 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 29800 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 32400 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 9053 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 17357 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 84191 | GrossReceiptsTotal |
| Charitable Contributions Total | 29800 | CharitableContributionsTotal |
| Gross Revenue Total Events | 54391 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 9053 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 24362 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33415 | DirectExpenseSummaryEvents |
| Net Income Summary | 20976 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID GROSSMAN | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 142833 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 1938 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12929 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 157700 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | IN-TRADE ADVERTISING | Description |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 IX, LINE 11G | PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 15,463. MANAGEMENT AND GENERAL EXPENSES 4,842. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,305. ARTISTS: PROGRAM SERVICE EXPENSES 247,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 247,507. COMPUTER, BOARD, AND MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,386. FUNDRAISING EXPENSES 9,800. TOTAL EXPENSES 38,186. | OTHER FEES |
| 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. | RESPONISBILITY FOR CHOOSING AN INDEPENDENT AUDITOR AND AUDITED F/S |
| 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. | EXECUTIVE COMMITTEE |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ENDOWMENT TRUST | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
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 Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ENDOWMENT TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 196864 | AmountInvolved |
| Method Of Amt Determination | PERCENTAGE OF INVESTMENTS | MethodOfAmtDetermination |
Comments