WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS (EIN 95-4467830)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-15
- IRS object ID
- 201401969349301800
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-07-15T19:02:35-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITOL MALL SUITE 900 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 958144424 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954467830 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLIS ANNENBERG CENTER FOR THE PERFORMING | BusinessNameLine1 |
| Business Name Line2 | ARTS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % GERRI GRAHAM C/O WACPA | InCareOfName |
| Name Control | WALL | NameControl |
| Phone | 3012463800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9390 NORTH SANTA MONICA BLVD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jerry Magnin | Name |
| Title | Chairman | Title |
| Phone | 9164429100 | Phone |
| Date Signed | 2014-07-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETH MULLEN CPA | Name |
| Phone | 9164429100 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | LOU MOORE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9390 NORTH SANTA MONICA BLVD | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4233118 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEWALLIS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Nbr Volunteers | 28 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 8126823 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4221701 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 77508 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6198 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11417 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8210529 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4233118 | 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 | 889356 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1274604 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 290920 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1200004 | OtherExpensePriorYear |
| Other Expenses Current Year | 1108252 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2089360 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2382856 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6121169 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1850262 | RevenuesLessExpensesCY |
| Total Assets BOY | 49082514 | TotalAssetsBOY |
| Total Assets EOY | 70325807 | TotalAssetsEOY |
| Total Liabilities BOY | 2915644 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22195845 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 46166870 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 48129962 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1612806 | Expense |
| Grants | 0 | Grants |
| Revenue | 11417 | Revenue |
| Description | The Wallis Annenberg Center for the Performing Arts continued construction and rehabilitation of the performing arts center that is scheduled for completion in October 2013. Efforts continue to focus on raising funds from individuals and foundations for the building and operations alongside planning artistic programming for the upcoming inaugural season scheduled to begin in October 2013. | Description |
| Total Program Service Expense | 1612806 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 75 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GERRI GRAHAM CO WACPA | NamePerson |
| Telephone Number | 3102463800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9390 NORTH SANTA MONICA BLVD | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JERRY MAGNIN | |||||||
| CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | |
| RICHARD ROSENZWEIG | |||||||
| VICE CHAIRMAN OF PLANNING | 1.0 | X | X | 0 | 0 | 0 | |
| VICKI REYNOLDS | |||||||
| VICE CHAIRMAN OF DEVELOPMENT | 1.0 | X | X | 0 | 0 | 0 | |
| ARNOLD ROSENSTEIN | |||||||
| VICE CHAIRMAN OF OPERATIONS | 1.0 | X | X | 0 | 0 | 0 | |
| RONALD D ROSEN | |||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | |
| SUSAN STRAUSS | |||||||
| ASSISTANT SECRETARY | 1.0 | X | X | 0 | 0 | 0 | |
| LES BIDER | |||||||
| TRESURER | 1.0 | X | X | 0 | 0 | 0 | |
| JONATHAN VICTOR | |||||||
| ASSISTANT TREASURER | 1.0 | X | X | 0 | 0 | 0 | |
| WALLIS ANNENBERG | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JOHN BENDHEIM | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| EUNICE DAVID | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| SHARON DAVIS | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DONNA WLLMAN GARBER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| MERALEE GOLDMAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| BRAM GOLDSMITH | |||||||
| DIRECTOR/FOUNDING CHAIRMAN | 1.0 | X | 0 | 0 | 0 | ||
| FRED HAYMAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| LAURIE KONHEIM | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| LAUREN LEICHTMAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| LINDA MAY | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| PAUL SELWYN | |||||||
| DIRECTOR/FOUNDING PRESIDENT | 1.0 | X | 0 | 0 | 0 | ||
| ARIELA SHANI | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| MICHAEL SMITH | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| LUANNE WELLS | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| BRUCE GOLDSMITH | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| ALI KASIKCI | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| KRIS LEVINE | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| RICHARD LICHTENSTEIN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| FRED NICHOLAS | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| LOU MOORE | |||||||
| EXECUTIVE DIRECTOR | 40.0 | X | 186731 | 0 | 17313 | ||
| RICKA FISCHER | |||||||
| DEVELOPMENT DIRECTOR | 40.0 | 115000 | 0 | 14005 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 301731 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31318 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MATT CONSTRUCTION CORP | |||||
| 9814 NORWALK BLVD SUITE 100 | SANTA FE SPRINGS | CA | 90670 | CONSTRUCTION | 20085881 |
| SPF ARCHITECTS INC | |||||
| 8609 EAST WASHINGTON BLVD | CULVER CITY | CA | 90232 | ARCHITECT | 313354 |
| ROSENTHAL INSPECTIONS INC | |||||
| PO BOX 487 | YORBA LINDA | CA | 928850487 | INSPECTIONS | 141141 |
| MANATT PHELPS PHILLPS | |||||
| 11355 WEST OLYMPIC BLVD | LOS ANGELES | CA | 900641614 | LEGAL | 119518 |
| ALLIED INDUSTRIES INC | |||||
| 11333 VANOWEN STREET | NORTH HOLLYWOOD | CA | 91605 | ENVIRONMENT. CONSULT | 104684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| All Other Contributions | 4221701 | AllOtherContributions |
| Total Contributions | 4221701 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11417 | TotalRevenueColumn |
| Exclusion | $11,417 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4233118 | TotalRevenueColumn |
| Exclusion | $11,417 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186731 | Total |
| Program Services | 106629 | ProgramServices |
| Management And General | 46562 | ManagementAndGeneral |
| Fundraising | 33540 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 927564 | Total |
| Program Services | 529665 | ProgramServices |
| Management And General | 231290 | ManagementAndGeneral |
| Fundraising | 166609 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76785 | Total |
| Program Services | 38603 | ProgramServices |
| Management And General | 16472 | ManagementAndGeneral |
| Fundraising | 21710 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83524 | Total |
| Program Services | 43274 | ProgramServices |
| Management And General | 26566 | ManagementAndGeneral |
| Fundraising | 13684 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73130 | Total |
| Program Services | 14626 | ProgramServices |
| Management And General | 58504 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28046 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 28046 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239953 | Total |
| Program Services | 239953 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312651 | Total |
| Program Services | 312651 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115197 | Total |
| Program Services | 91910 | ProgramServices |
| Management And General | 11981 | ManagementAndGeneral |
| Fundraising | 11306 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14300 | Total |
| Program Services | 9003 | ProgramServices |
| Management And General | 5297 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81891 | Total |
| Program Services | 41855 | ProgramServices |
| Management And General | 24627 | ManagementAndGeneral |
| Fundraising | 15409 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44644 | Total |
| Program Services | 44002 | ProgramServices |
| Management And General | 144 | ManagementAndGeneral |
| Fundraising | 498 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3403 | Total |
| Program Services | 3403 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3598 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 3598 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18478 | Total |
| Program Services | 6790 | ProgramServices |
| Management And General | 10374 | ManagementAndGeneral |
| Fundraising | 1314 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRODUCTION | 19258 | 19258 | 0 | 0 |
| GIFT SHOP | 10000 | 10000 | 0 | 0 |
| PUBLIC RELATIONS | 78443 | 78443 | 0 | 0 |
| ALL OTHER EXPENSES | 65260 | 22741 | 15669 | 26850 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2382856 | Total |
| Program Services | 1612806 | ProgramServices |
| Management And General | 479130 | ManagementAndGeneral |
| Fundraising | 290920 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1247135 | BOY |
| EOY | 2127645 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9014391 | BOY |
| EOY | 7918274 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 410482 | BOY |
| EOY | 712407 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25998 | BOY |
| EOY | 25953 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14408 | BOY |
| EOY | 129866 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 287178 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40232 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99409 | BOY |
| EOY | 246946 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3345661 | BOY |
| EOY | 55241845 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34925030 | BOY |
| EOY | 3922871 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49082514 | BOY |
| EOY | 70325807 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1938633 | BOY |
| EOY | 301216 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1104781 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 977011 | BOY |
| EOY | 20789848 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2915644 | BOY |
| EOY | 22195845 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32984527 | BOY |
| EOY | 36367150 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9682343 | BOY |
| EOY | 8262812 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3500000 | BOY |
| EOY | 3500000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46166870 | BOY |
| EOY | 48129962 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49082514 | BOY |
| EOY | 70325807 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1850262 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 112830 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1460277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2872237 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2660804 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8126823 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4221701 | CurrentTaxYear |
| Total | 19341842 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1460277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2872237 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2660804 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8126823 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4221701 | CurrentTaxYear |
| Total | 19341842 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3237940 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16103902 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 195819 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26013 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19212 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6198 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11417 | CurrentTaxYear |
| Total | 258659 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 19600501 | TotalSupport |
| Public Support Pertcentage170 | 0.82161 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66690 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 174400 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3621972 | BeginningOfYearBalance |
| Contributions | 122566 | Contributions |
| End Of Year Balance | 3744538 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3365099 | BeginningOfYearBalance |
| Contributions | 272846 | Contributions |
| Investment Earnings Or Losses | -15973 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3621972 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3059134 | BeginningOfYearBalance |
| Contributions | 149254 | Contributions |
| Investment Earnings Or Losses | 156711 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3365099 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2832803 | BeginningOfYearBalance |
| Contributions | 138438 | Contributions |
| Investment Earnings Or Losses | 87893 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3059134 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5207209 | BeginningOfYearBalance |
| Contributions | 44327 | Contributions |
| Investment Earnings Or Losses | -268351 | InvestmentEarningsOrLosses |
| Administrative Expenses | 2150382 | AdministrativeExpenses |
| End Of Year Balance | 2832803 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93470 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06530 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 287178 | InvestmentCostOrOtherBasis |
| Depreciation | 40232 | Depreciation |
| Book Value | 246946 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 246946 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 3933 |
| ENDOWMENTS HELD IN TRUST | 3744538 |
| FINE ART COLLECTION | 174400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3922871 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D, PART V, LINE 4: INTENDED USES OF ENDOWMENT FUND | THE ANNENBERG HAS BEEN NOTIFIED IT WILL BE THE RECIPIENT OF PROCEEDS FROM | ASSETS HELD IN TRUST WITHIN PERMANENT ENDOWMENTS OF TWO CALIFORNIA PHILANTHROPIC FOUNDATIONS. THE ANNENBERG HAS NO SAY IN THE RETURN OBJECTIVES, RISK PARAMETERS, OR INVESTMENT STRATEGIES OF THESE ENDOWMENTS HELD IN TRUST. EARNINGS FROM THESE ENDOWMENT FUNDS ARE COMMITTED TO THE OPERATION AND MAINTENANCE OF THE ANNENBERG, GIVING THE ANNENBERG ACCESS TO FUTURE PROCEEDS OF 5-10% OF THE NET ASSETS OF THE ENDOWMENT ANNUALLY, SO LONG AS THE ENDOWMENT BALANCES MAINTAINED IN PERMANENTLY RESTRICTED NET ASSETS ARE NOT REDUCED BELOW THE LOWER OF THE COMBINED INITIAL BALANCE OF $3,500,000. ACCUMULATED EARNINGS ($244,538 AT AUGUST 31, 2013) CANNOT BE WITHDRAWN UNTIL THE OPENING OF THE THEATER AND WILL BE INCLUDED IN TEMPORARILY RESTRICTED NET ASSETS UNTIL THE ANNENBERG IS AN OPERATING PERFORMING ARTS AND CULTURAL FACILITY. |
| SCHEDULE D, PART X LINE 2 | The Wallis is a not-for-profit organization exempt from income taxes under Section 501(c)(3)of the Internal Revenue Code ("IRC") and Section 23101(d) of the Revenue Taxation Code of California and is a publicly supported organization as described in Section 509(a) of the IRC. The Wallis has no provision for income tax included in the accompanying financial statements. The Wallis has no unrecognized tax benefits at August 31, 2013. The Walliss Federal and state income tax returns prior to fiscal year 2010 and 2009, respectively, are closed. Management continually evaluates expiring statues of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. | |
| SCHEDULE D, PART III LINE 4 | Emmanuel Fillion's Exaltation was specifically commissioned and genuinely handcrafted to celebrate the opening of Wallis Annenberg Center for the Performing Arts. The distinctive work of art uniquely represents the expressive spirit of the performing arts by paying homage to the world renowned dancer and choreographer, Martha Graham. The scuplture, on permanent display outdoors in our serene Sculpture Garden, will aptly tie into the opening performance of Martha Graham Dance Company at The Wallis in November 2013. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LOU MOORE | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 186731 | 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 | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17313 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 204044 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CITY NATIONAL BANK | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE PART V | Relationship |
| Amount Of Transaction | 20789848 | AmountOfTransaction |
| Description Of Transaction | CONSTRUCTION FINANCING | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV, LINE 1, COLUMN B: FORMER BOARD CHAIR, BRAM GOLDSMITH, | Identifier |
| Explanation | IS THE CHAIR OF THE BOARD OF DIRECTORS OF CITY NATIONAL BANK (CNB). CNB ISSUED THE ANNENBERG'S CONSTRUCTION FINANCING, HOLDS THE INVESTMENT PORTFOLIO, AND PROVIDES THE PRIMARY BANKING RELATIONSHIP OF THE ANNENBERG. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART I & PART III, LINE 1 - ORGANIZATION MISSION: WALLIS | ANNENBERG CENTER FOR THE PERFORMING ARTS (THE "ANNENBERG") IS A NONPROFIT | CORPORATION DEDICATED TO THE PRESERVATION AND TRANSFORMATION OF THE HISTORIC LANDMARK BEVERLY HILLS POST OFFICE INTO A VIBRANT PERFORMING ARTS CENTER WITH A NEW ADJOINING 500-SEAT THEATRE. THE MISSION IS TO PROVIDE EXCEPTIONAL THEATER, DANCE, MUSIC, PROFESSIONAL CHILDREN'S THEATER AND OTHER ARTS PROGRAMMING FOR AUDIENCES OF ALL AGES AND TO SERVE AS A MAJOR EDUCATIONAL, ARTISTIC AND CULTURAL RESOURCE FOR BEVERLY HILLS AND GREATER LOS ANGELES. |
| FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS: THE WALLIS | ANNENBERG CENTER FOR THE PERFORMING ARTS CONTINUED CONSTRUCTION AND | rehabilitation of the performing arts center that is scheduled for completion in October 2013. Efforts continue to focus on raising funds from individuals and foundations for the building and operations alongside planning artistic programming for the upcoming inaugural season scheduled to begin in October 2013. |
| FORM 990, PART VI, LINE 2 - BUSINESS OR FAMILY RELATIONSHIP OF OFFICERS, | DIRECTORS, ETC.: BOARD CHAIR BRAM GOLDSMITH AND DIRECTOR BRUCE GOLDSMITH | HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, LINE 11B - FORM 990 REVIEW PROCESS: FORM 990 IS | PREPARED BY AN INDEPENDENT CPA, REVIEWED AND APPROVED BY MANAGEMENT, THE | AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE. UPON FINAL APPROVAL BY THE EXECUTIVE COMMITTEE, A COPY IS MADE AVAILABLE TO THE ENTIRE BOARD. |
| FORM 990, PART VI, LINE 12C - EXPLANATION OF MONITORING AND ENFORCEMENT | OF CONFLICTS: THE ANNENBERG "CONFLICT OF INTEREST POLICY" IS DISTRIBUTED | TO ALL BOARD MEMBERS AT THE FIRST BOARD MEETING OF THE FISCAL YEAR. THEY RETURN A SIGNED ACKNOWLEDGMENT STATING THEY HAVE RECEIVED AN UNDERSTAND THE POLICY. DURING THE YEAR, IF A CONFLICT ARISES. THE ISSUE IS BROUGHT TO THE ATTENTION OF EITHER THE CHAIRL1AN OR PRESIDENT. THE ISSUE IS VETTED BY THE EXECUTIVE COMMITTEE AND A MEMBER OF THE COMMITTEE IS APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR Arrangement. AFTER DUE DILIGENCE HAS BEEN EXERCISED, THE COMMITTEE WILL DECIDE, THROUGH A MAJORITY VOTE, IF THE RELATIONSHIP WILL BE ENTERED INTO BY THE ANNENBERG. |
| FORM 990, PART VI, LINE 15B - COMPENSATION REVIEW & APPROVAL PROCESS FOR | OFFICERS & KEY EMPLOYEE: THE BOARD REVIEWS AND APPROVES NEW COMPENSATION | OFFERINGS (INCLUDING SALARY AND BENEFITS) AND ANY CHANGES TO COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR. IN SO DOING, THE BOARD HAS DONE THE FOLLOWING TO ENSURE THE COMPENSATION IS REASONABLE: (1) REVIEW HAS BEEN COMPLETED BY AN INDEPENDENT GROUP, WHICH INCLUDES BOARD MEMBERS (WHO RECEIVE NO COMPENSATION FROM THE ORGANIZATION); (2) THE REVIEW USES RELEVANT COMPARABILITY DATA; AND (3) COMPENSATION DECISIONS ARE DOCUMENTED IN OFFICIAL BOARD MEETING MINUTES. THESE PROCEDURES WILL BE APPLIED TO ALL OFFICERS AND KEY EMPLOYEES. AT THE CURRENT TIME, THE ONLY OFFICER, DIRECTOR, OR KEY EMPLOYEE RECEIVING COMPENSATION IS THE Executive DIRECTOR. |
| FORM 990, PART VI, LINE 19- OTHER ORGANIZATION DOCUMENTS PUBLICLY | AVAILABLE: FORMS 990 AND 1023 ARE AVAILABLE UPON REQUEST. FORM 990 ALSO | BECOMES AVAILABLE UPON THE INTERNET AT GUIDESTAR.ORG. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO EXECUTIVE STAFF AND THE BOARD OF DIRECTORS - UPON REQUEST FROM THE GENERAL PUBLIC, THE ORGANIZATION WILL PROVIDE ACCESS TO THESE DOCUMENTS AS REQUIRED BY LAW. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BH PERFORMING ARTS MANAGER LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9390 NORTH SANTA MONICA BLVD | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462571465 | EIN |
| Primary Activity | R.E. MANAGEMENT | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C. CORP | TypeOfEntity |
| Share Of Total Income | -826 | ShareOfTotalIncome |
| Share Of EOY Assets | 55241845 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BH PERFORMING ARTS MANAGER LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 302925 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
Comments