PEORIA SYMPHONY ORCHESTRA: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PEORIA SYMPHONY ORCHESTRA (EIN 37-0901338)
Tax period
2013-06-01 to 2014-05-31
Filed
2014-11-17
IRS object ID
201413219349301471
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T08:36:36-06:00ReturnTs
Tax Period End2014-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 SW ADAMS STE 900 BOX 1835AddressLine1
CityPEORIACity
StateILState
ZIP Code616561835ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN370901338EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEORIA SYMPHONY ORCHESTRABusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPEORBusinessNameControlTxt
Phone3096711096PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 STATE STREETAddressLine1
CityPEORIACity
StateILState
ZIP Code61602ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN HOFFMANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3096711096PhoneNum
Signature2014-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAMUEL A CIGELNIKPreparerPersonNm
PTINP00324762PTIN
Phone3096714500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN HOFFMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 STATE STREETAddressLine1
CityPEORIACity
StateILState
ZIP Code61602ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,093,177GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO ENCOURAGE THE PERFORMANCE OF QUALITY ORCHESTRAL MUSIC, PROVIDE AN EDUCATIONAL OPPORTUNITY FOR MUSICIANS, PROVIDE ENJOYMENT TO THE CITIZENS, AND ELEVATE THE STANDARDS OF ART IN THE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee159TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$19,953TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$6,897NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$505,436PYContributionsGrantsAmt
CY Contributions Grants$579,195CYContributionsGrantsAmt
PY Program Service Revenue$401,244PYProgramServiceRevenueAmt
CY Program Service Revenue$484,864CYProgramServiceRevenueAmt
PY Investment Income$381PYInvestmentIncomeAmt
CY Investment Income$112CYInvestmentIncomeAmt
PY Other Revenue$12,482PYOtherRevenueAmt
CY Other Revenue$20,132CYOtherRevenueAmt
PY Total Revenue$919,543PYTotalRevenueAmt
CY Total Revenue$1,084,303CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$524,836PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$592,031CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$102,637CYTotalFundraisingExpenseAmt
PY Other Expenses$368,840PYOtherExpensesAmt
CY Other Expenses$406,308CYOtherExpensesAmt
PY Total Expenses$893,676PYTotalExpensesAmt
CY Total Expenses$998,339CYTotalExpensesAmt
PY Revenues Less Expenses$25,867PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$85,964CYRevenuesLessExpensesAmt
Total Assets BOY$4,228,221TotalAssetsBOYAmt
Total Assets EOY$4,426,935TotalAssetsEOYAmt
Total Liabilities BOY$338,973TotalLiabilitiesBOYAmt
Total Liabilities EOY$323,301TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,889,248NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,103,634NetAssetsOrFundBalancesEOYAmt
MissionTO ENCOURAGE THE PERFORMANCE OF QUALITY ORCHESTRAL MUSIC, PROVIDE AN EDUCATIONAL OPPORTUNITY FOR MUSICIANS, PROVIDE ENJOYMENT TO THE CITIZENS, AND ELEVATE THE STANDARDS OF ART IN THE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$571,825ExpenseAmt
Revenue$450,162RevenueAmt
DescCLASSICAL CONCERT SERIES - A SERIES OF CLASSICAL MUSIC CONCERTS HELD AT THE CIVIC CENTER THEATER FEATURING ARTISTS FROM ILLINOIS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$11,604ExpenseAmt
Revenue$26,043RevenueAmt
DescOTHER CONCERTS - A SERIES OF FREE CONCERTS SUPPORTING OUR CONTINUING OUTREACH PROGRAM PRESENTED AT A VARIETY OF COLLEGES AND NOT-FOR-PROFIT VENUES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$583,429TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee159EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSAN HOFFMAN EXEC DIRECTORBusinessNameLine1
FieldValueIRS element (for citing)
Phone3096711096PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 STATE STREETAddressLine1
CityPEORIACity
StateILState
ZIP Code61602ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
KENT MALONE
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
BOB PARKHURST
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ROBERT SWANK
DIRECTOR1.00Yes (X)$0$0$0
LUCAS EBBING
DIRECTOR1.00Yes (X)$0$0$0
KATHARINE FRANCIS
TREASURER1.00Yes (X)Yes (X)$0$0$0
JOHN R DAY
DIRECTOR1.00Yes (X)$0$0$0
KIP STRASMA
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SHARON AMDALL
DIRECTOR1.00Yes (X)$0$0$0
STEPHEN R BROWN
DIRECTOR1.00Yes (X)$0$0$0
CHRIS BUTLER
DIRECTOR1.00Yes (X)$0$0$0
GREGORY P GERONTES
DIRECTOR1.00Yes (X)$0$0$0
CHRISTOPHER GRAY
DIRECTOR1.00Yes (X)$0$0$0
DOUGLAS F GROGAN
DIRECTOR1.00Yes (X)$0$0$0
JANICE LUKICH
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER L MORRIS
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL SPOSATO
DIRECTOR1.00Yes (X)$0$0$0
SHANTE TURNER
DIRECTOR1.00Yes (X)$0$0$0
SUSAN HOFFMAN
EXECUTIVE DIRECTOR38.00Yes (X)$89,236$0$02.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$89,236TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$327,820RelatedOrganizationsAmt
Government Grants$17,300GovernmentGrantsAmt
All Other Contributions$234,075AllOtherContributionsAmt
Total Contributions$579,195TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
SEASON TICKETS & CONCE711130$305,997$305,997
UNDERWRITING INCOME711130$158,914$158,914
PROGRAM ADVERTISING711130$19,953$19,953
FieldValueIRS element (for citing)
Total Program Service Revenue$484,864TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$112TotalRevenueColumnAmt
Exclusion$112ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$17,712FundraisingGrossIncomeAmt
Fundraising Direct Expenses$8,874FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,838TotalRevenueColumnAmt
Exclusion$8,838ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business711130BusinessCd
Total Revenue Column$11,294TotalRevenueColumnAmt
Related Or Exempt Func Income$11,294RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,294OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,084,303TotalRevenueColumnAmt
Related Or Exempt Func Income$476,205RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$19,953UnrelatedBusinessRevenueAmt
Exclusion$8,950ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$90,475TotalAmt
Program Services$45,238ProgramServicesAmt
Management And General$45,237ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$445,646TotalAmt
Program Services$346,725ProgramServicesAmt
Management And General$98,921ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,704TotalAmt
Program Services$809ProgramServicesAmt
Management And General$10,895ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$44,206TotalAmt
Program Services$25,560ProgramServicesAmt
Management And General$18,646ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,338TotalAmt
Management And General$16,338ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$124,073TotalAmt
Program Services$19,788ProgramServicesAmt
Management And General$1,648ManagementAndGeneralAmt
Fundraising$102,637FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,917TotalAmt
Management And General$3,917ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$34,603TotalAmt
Management And General$34,603ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,500TotalAmt
Management And General$7,500ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,364TotalAmt
Management And General$2,364ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,477TotalAmt
Management And General$12,477ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,024TotalAmt
Management And General$12,024ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,057TotalAmt
Program Services$14,113ProgramServicesAmt
Management And General$6,944ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
RECEPTIONS$53,690$53,690
HALL RENTAL$41,042$41,042
OTHER MISCELLANEOUS$23,544$2,904$20,640
STAGING$14,851$14,851

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$38,828TotalAmt
Program Services$18,709ProgramServicesAmt
Management And General$20,119ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$998,339TotalAmt
Program Services$583,429ProgramServicesAmt
Management And General$312,273ManagementAndGeneralAmt
Fundraising$102,637FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,479BOYAmt
EOY$60,246EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$61,347BOYAmt
EOY$75,902EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$967BOYAmt
EOY$4,617EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,675BOYAmt
EOY$6,841EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,015BOYAmt
EOY$10,587EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$289,709LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$140,699LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$136,514BOYAmt
EOY$149,010EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$41,027BOYAmt
EOY$41,113EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,950,197BOYAmt
EOY$4,078,619EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,228,221BOYAmt
EOY$4,426,935EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,405BOYAmt
EOY$16,245EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$328,568BOYAmt
EOY$307,056EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$338,973BOYAmt
EOY$323,301EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$60,949BOYAmt
EOY-$7,485EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,950,197BOYAmt
EOY$4,111,119EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,889,248BOYAmt
EOY$4,103,634EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,228,221BOYAmt
EOY$4,426,935EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$85,964ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$128,422OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$206,724CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$239,313CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$311,903CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$505,436CurrentTaxYearMinus1YearAmt
Current Tax Year$579,195CurrentTaxYearAmt
Total$1,842,571TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$372CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$417,549CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$222,713CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$231,896CurrentTaxYearMinus1YearAmt
Current Tax Year$165,882CurrentTaxYearAmt
Total$1,037,668TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$206,352CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$656,862CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$534,616CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$737,332CurrentTaxYearMinus1YearAmt
Current Tax Year$745,077CurrentTaxYearAmt
Total$2,880,239TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,000CurrentTaxYearMinus4YearsAmt
Total$25,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

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

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$127,919CurrentTaxYearMinus1YearAmt
Current Tax Year$103,820CurrentTaxYearAmt
Total$256,739TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,623,500PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,904CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,055CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$433CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$381CurrentTaxYearMinus1YearAmt
Current Tax Year$112CurrentTaxYearAmt
Total$8,885TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,904CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,055CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$433CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$381CurrentTaxYearMinus1YearAmt
Current Tax Year$112CurrentTaxYearAmt
Total$8,885TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$633CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$372CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,189CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$224CurrentTaxYearMinus1YearAmt
Current Tax Year$11,294CurrentTaxYearAmt
Total$13,712TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$212,889CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$659,289CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$536,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$737,937CurrentTaxYearMinus1YearAmt
Current Tax Year$756,483CurrentTaxYearAmt
Total$2,902,836TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90380PublicSupportCY509Pct
Public Support PY5090.93330PublicSupportPY509Pct
Investment Income CY0.00310InvestmentIncomeCYPct
Investment Income PY0.00530InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$151,271OtherCostOrOtherBasisAmt
Depreciation$10,085DepreciationAmt
Book Value$141,186BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$131,938OtherCostOrOtherBasisAmt
Depreciation$124,114DepreciationAmt
Book Value$7,824BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,500OtherCostOrOtherBasisAmt
Depreciation$6,500DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$149,010TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN NET ASSETS OF PEORIA SYMPHONY FOUNDATIONDesc
Book Value$4,078,619BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,078,619TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED REVENUE - SEASON TICKETS$44,579
RELATED PARTY PROMISSORY NOTE$250,000
ACCRUED INTEREST PAYABLE$12,477
FieldValueIRS element (for citing)
Total Liability$307,056TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,212,725TotalRevEtcAuditedFinclStmtAmt
Other Revenue$128,422OtherRevenueAmt
Revenue Not Reported$128,422RevenueNotReportedAmt
Revenue Subtotal$1,084,303RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,084,303TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$998,339TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$998,339ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$998,339TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XI, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 128,422.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Other Events Total10OtherEventsTotalCnt
Gross Receipts Other Events$17,712GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$17,712GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$8,874OthDirectExpnssOtherEventsAmt
Gross Receipts Total$17,712GrossReceiptsTotalAmt
Gross Revenue Total Events$17,712GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$8,874OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,874DirectExpenseSummaryEventsAmt
Net Income Summary$8,838NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE RETURN IS REVIEWED BY THE INTERNAL ACCOUNTANT AND EXECUTIVE DIRECTOR PRIOR TO SIGNATURE. IT IS THEN DELIVERED TO OFFICERS FOR SIGNATURES.
FORM 990, PART VI, SECTION B, LINE 12CWHEN SITUATIONS ARISE THAT ARE OF POSSIBLE CONFLICT, THEY ARE ADDRESSED AT THE BOARD LEVEL.
FORM 990, PART VI, SECTION B, LINE 15PERSONNEL COMMITTEE REVIEWS THE COMPENSATION FORM FROM THE LEAGUE OF AMERICAN ORCHESTRAS ANNUAL SURVEY OF SALARIES. SUSAN HOFFMAN IS COMPENSATED AT THE AVERAGE OF MUSIC DIRECTOR COMPARISON.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, SECTION VII, LINE 1A, COLUMN B:HOURS FOR RELATED ORGANIZATIONS: SUSAN HOFFMAN IS THE EXECUTIVE DIRECTOR FOR TWO ORGANIZATIONS, PEORIA SYMPHONY FOUNDATION, INC. AND PEORIA SYMPHONY ORCHESTRA. HER 40-HOUR WORK WEEK IS SPLIT BETWEEN BOTH ORGANIZATIONS.
FORM 990, PART XI, LINE 9:CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 128,422.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PEORIA SYMPHONY FOUNDATION INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 STATE STREETAddressLine1
CityPEORIACity
StateILState
ZIP Code61602ZIPCode
FieldValueIRS element (for citing)
EIN371137073EIN
Primary ActivitiesFUNDING FOR THE ORCHESTRAPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PEORIA SYMPHONY FOUNDATION INC
C$327,820CHARITABLE CONTRIBUTION
PEORIA SYMPHONY FOUNDATION INC
E$250,000PROMISSORY NOTE

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