LA JOLLA MUSIC SOCIETY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA MUSIC SOCIETY (EIN 23-7148171)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201422269349302007
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-14T09:06:09-07:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leaf & Cole LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 Camino Del Rio South Suite 200 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 921083820 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237148171 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA MUSIC SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAJO | NameControl |
| Phone | 8584593724 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7946 IVANHOE AVE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER BEACH | Name |
| Title | PRES. / ARTISTIC DIR | Title |
| Date Signed | 2014-08-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE A FIRL | Name |
| PTIN | P00085551 | PTIN |
| Phone | 6192947200 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | CHRISTOPHER BEACH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7946 IVANHOE AVE STE 309 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3523531 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LJMS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To enhance the vitality and deepen the cultural life of San Diego by presenting and producing a dynamic range of performing arts for our increasingly diverse community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 28 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2081048 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2118878 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1103439 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1165416 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 37153 | InvestmentIncomePriorYear |
| Investment Income Current Year | 41058 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1530 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5293 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3223170 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3330645 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1274206 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1336030 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 660460 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2447345 | OtherExpensePriorYear |
| Other Expenses Current Year | 2633876 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3721551 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3969906 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -498381 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -639261 | RevenuesLessExpensesCY |
| Total Assets BOY | 5616148 | TotalAssetsBOY |
| Total Assets EOY | 5161919 | TotalAssetsEOY |
| Total Liabilities BOY | 553694 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 674299 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5062454 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4487620 | NetAssetsOrFundBalancesEOY |
| Mission Description | To enhance the vitality and deepen the cultural life of San Diego by presenting and producing a dynamic range of performing arts for our increasingly diverse community. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2926736 | Expense |
| Revenue | 1165416 | Revenue |
| Description | The Society is the largest multi-disciplinary presenter in San Diego and annually produces a nationally recognized summer festival. The Societys mission is: To enhance the vitality and deepen the cultural life of San Diego by presenting and producing a dynamic range of performing arts for our increasingly diverse community. | Description |
| Total Program Service Expense | 2926736 | 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 | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | 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 | true | 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 |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 81 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 28 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | false | 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 | CHRIS BENAVIDES | NamePerson |
| Telephone Number | 8584593724 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7946 IVANHOE AVENUE STE 309 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| SERAFIN PAREDES | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| ELIZABETH TAFT | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| CAROLYN YORSTON-WELLCOME | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| JEANETTE STEVENS | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| JEAN SHEKHTER | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| DOLLY WOO | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| PEGGY PREUSS | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| JOHN WEIL | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| THERESA JARVIS | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| ETHNA SINISI PIAZZA | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| SUE J HODGES ESQ | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| JUNE SHILLMAN | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| MAUREEN SHIFTAN | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| RICHARD CHARLTON | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| DEIRDRA PRICE PHD | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| RAFAEL PASTOR | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| KATHERINE CHAPIN | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| CAROL LAM ESQ | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| KATHERINE KENNEDY | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| LEHN GOETZ | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| MATTHEW GEAMAN | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| BARBARA ENBERG | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| WENDY BRODY | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| BRIAN DOUGLASS | |||||||
| Member | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| SILVIJA DEVINE | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| GEORGE L DAMOOSE ESQ | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| KAREN BRAILEAN | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| GORDON BRODFUEHRER | |||||||
| MEMBER | 3.00 | 0.00 | X | 0 | 0 | 0 | |
| LEIGH RYAN | |||||||
| PAST CHAIR | 5.00 | 0.00 | X | 0 | 0 | 0 | |
| CLIFFORD SCHIRESON | |||||||
| PAST CHAIR | 10.00 | 0.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER BEACH | |||||||
| PRES/ARTISTIC | 50.00 | 0.00 | 239937 | 0 | 35269 | X | |
| ANGELINA KLEINBUB | |||||||
| Secretary | 5.00 | 0.00 | 0 | 0 | 0 | X | |
| ELAINE DARWIN | |||||||
| Treasurer | 5.00 | 0.00 | 0 | 0 | 0 | X | |
| MARTHA DENNIS | |||||||
| CHAIR | 5.00 | 0.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 239937 | TotalReportableCompFromOrg |
| Total Other Compensation | 35269 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OPUS 3 ARTISTS CO PHILHARMONIA ORCHESTRA | |||||
| 470 PARK AVE SOUTH 9TH FLOOR | NEW YORK | NY | 10016 | ARTIST/MUSIC | 140000 |
| ALVIN AILEY DANCE FOUNDATION INC | |||||
| 405 WEST 55TH ST 2ND FLOOR | NEW YORK | NY | 10019 | PERFORMANCE | 108000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 415262 | FundraisingEvents |
| Government Grants | 200367 | GovernmentGrants |
| All Other Contributions | 1503249 | AllOtherContributions |
| Noncash Contributions | 93123 | NoncashContributions |
| Total Contributions | 2118878 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM REVENUE - EVENTS | 900099 | 1131324 | 1131324 |
| HANDLING FEES | 900099 | 34092 | 34092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1165416 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41058 | TotalRevenueColumn |
| Exclusion | $41,058 | 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 |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 181893 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 415262 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 192886 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10993 | TotalRevenueColumn |
| Exclusion | -$10,993 | ExclusionAmount |
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 |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 16286 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16286 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 16286 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3330645 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1181702 | RelatedOrExemptFunctionIncome |
| Exclusion | $30,065 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
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 | 243595 | Total |
| Program Services | 48719 | ProgramServices |
| Management And General | 97438 | ManagementAndGeneral |
| Fundraising | 97438 | 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 | 828056 | Total |
| Program Services | 507104 | ProgramServices |
| Management And General | 132345 | ManagementAndGeneral |
| Fundraising | 188607 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42151 | Total |
| Program Services | 15351 | ProgramServices |
| Management And General | 12200 | ManagementAndGeneral |
| Fundraising | 14600 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136982 | Total |
| Program Services | 76053 | ProgramServices |
| Management And General | 28171 | ManagementAndGeneral |
| Fundraising | 32758 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85246 | Total |
| Program Services | 48333 | ProgramServices |
| Management And General | 16300 | ManagementAndGeneral |
| Fundraising | 20613 | 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 | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Management And General | 10000 | ManagementAndGeneral |
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 | 1149273 | Total |
| Program Services | 1136345 | ProgramServices |
| Management And General | 4000 | ManagementAndGeneral |
| Fundraising | 8928 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95590 | Total |
| Program Services | 95590 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41903 | Total |
| Program Services | 25912 | ProgramServices |
| Management And General | 4391 | ManagementAndGeneral |
| Fundraising | 11600 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117120 | Total |
| Program Services | 64416 | ProgramServices |
| Management And General | 29280 | ManagementAndGeneral |
| Fundraising | 23424 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105707 | Total |
| Program Services | 84720 | ProgramServices |
| Management And General | 478 | ManagementAndGeneral |
| Fundraising | 20509 | 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 | 0 | Total |
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 | 17517 | Total |
| Program Services | 8759 | ProgramServices |
| Management And General | 4379 | ManagementAndGeneral |
| Fundraising | 4379 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14922 | Total |
| Program Services | 11192 | ProgramServices |
| Management And General | 1492 | ManagementAndGeneral |
| Fundraising | 2238 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|
| IN KIND EXPENSE | 91884 | 91884 | |
| RECEPTION EXPENSES | 99177 | 99177 | |
| Printing and Publications | 131556 | 4296 | 127260 |
| VENUE EXPENSE | 286674 | 286674 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472553 | Total |
| Program Services | 390308 | ProgramServices |
| Management And General | 42236 | ManagementAndGeneral |
| Fundraising | 40009 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3969906 | Total |
| Program Services | 2926736 | ProgramServices |
| Management And General | 382710 | ManagementAndGeneral |
| Fundraising | 660460 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1105353 | BOY |
| EOY | 1471122 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109328 | BOY |
| EOY | 9351 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2322655 | BOY |
| EOY | 1556854 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100754 | BOY |
| EOY | 116959 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132028 | BOY |
| EOY | 153173 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 231980 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 157307 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65190 | BOY |
| EOY | 74673 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1720555 | BOY |
| EOY | 1699342 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60285 | BOY |
| EOY | 80445 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5616148 | BOY |
| EOY | 5161919 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163439 | BOY |
| EOY | 164673 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329970 | BOY |
| EOY | 429181 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60285 | BOY |
| EOY | 80445 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 553694 | BOY |
| EOY | 674299 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1052017 | BOY |
| EOY | 1141864 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2297235 | BOY |
| EOY | 1607343 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1713202 | BOY |
| EOY | 1738413 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5062454 | BOY |
| EOY | 4487620 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5616148 | BOY |
| EOY | 5161919 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -639261 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 17526 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 2500 | ReconcilationDonatedServices |
| Reconcilation Other Changes | 44401 | ReconcilationOtherChanges |
| 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 Separate | X | FinancialStatementSeparate |
| 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2475125 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2115406 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4300336 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2081048 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2118878 | CurrentTaxYear |
| Total | 13090793 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1151246 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 962207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1145017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1103439 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1165416 | CurrentTaxYear |
| Total | 5527325 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3626371 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3077613 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5445353 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3184487 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3284294 | CurrentTaxYear |
| Total | 18618118 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 18618118 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14397 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31050 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56364 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37153 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41058 | CurrentTaxYear |
| Total | 180022 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14397 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31050 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56364 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37153 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41058 | CurrentTaxYear |
| Total | 180022 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 11479 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6551 | CurrentTaxYearMinus2Years |
| Total | 18030 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32976 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28942 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17732 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24220 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16286 | CurrentTaxYear |
| Total | 120156 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3673744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3149084 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5526000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3245860 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3341638 | CurrentTaxYear |
| Total | 18936326 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98320 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98370 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00950 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00720 | 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 | 1877844 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 58238 | InvestmentEarningsOrLosses |
| Other Expenditures | 79451 | OtherExpenditures |
| End Of Year Balance | 1856631 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1747221 | BeginningOfYearBalance |
| Contributions | 10000 | Contributions |
| Investment Earnings Or Losses | 194659 | InvestmentEarningsOrLosses |
| Other Expenditures | 74036 | OtherExpenditures |
| End Of Year Balance | 1877844 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1796248 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 21588 | InvestmentEarningsOrLosses |
| Other Expenditures | 70615 | OtherExpenditures |
| End Of Year Balance | 1747221 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1734836 | BeginningOfYearBalance |
| Contributions | 5854 | Contributions |
| Investment Earnings Or Losses | 123233 | InvestmentEarningsOrLosses |
| Other Expenditures | 67675 | OtherExpenditures |
| End Of Year Balance | 1796248 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1123268 | BeginningOfYearBalance |
| Contributions | 510000 | Contributions |
| Investment Earnings Or Losses | 110516 | InvestmentEarningsOrLosses |
| Other Expenditures | 8948 | OtherExpenditures |
| End Of Year Balance | 1734836 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28718 | OtherCostOrOtherBasis |
| Depreciation | 21060 | Depreciation |
| Book Value | 7658 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 203262 | OtherCostOrOtherBasis |
| Depreciation | 136247 | Depreciation |
| Book Value | 67015 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 74673 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 1699342 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION PLAN LIABILITY | Description |
| Amount | $80,445 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 80445 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3543557 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 17526 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 2500 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 192886 | OtherRevenues |
| Revenue Not Rptd F990 | 212912 | RevenueNotRptdF990 |
| Revenue Subtotal | 3330645 | RevenueSubtotal |
| Total Revenue Per Form990 | 3330645 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4118391 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 148485 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 148485 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3969906 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3969906 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | SPECIAL EVENT EXPENSES $148485 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | SPECIAL EVENT EXPENSES $192886 |
| Part X | Part X : FIN48 Footnote | The Society is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Society believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Society is not a private foundation.The Societys Return of Organization Exempt from Income Tax for the years ended September 30, 2013, 2012, 2011 and 2010 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE GENERAL OPERATIONS OF LA JOLLA MUSIC SOCIETY. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINTERFEST GALA | NameOfEvent1 |
| Gross Receipts Event1 | 298450 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 194300 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 104150 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 20959 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 23060 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 33329 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SUMMERFEST GALA | NameOfEvent2 |
| Gross Receipts Event2 | 259030 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 220962 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 38068 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 17770 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 37556 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 150 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 13231 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 39675 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 39675 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 30435 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 2087 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 14309 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 597155 | GrossReceiptsTotal |
| Charitable Contributions Total | 415262 | CharitableContributionsTotal |
| Gross Revenue Total Events | 181893 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 38729 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 91051 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2237 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 60869 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 192886 | DirectExpenseSummaryEvents |
| Net Income Summary | -10993 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHRISTOPHER BEACH | NamePerson |
| Title | PRES/ARTISTIC | Title |
| Base Compensation Filing Org | 239937 | BaseCompensationFilingOrg |
| Nontaxable Benefits Filing Org | 35269 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 275206 | TotalCompensationFilingOrg |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (7 entries)
| DescriptionDescription | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues | Number Of ContributionsNumberOfContributions |
|---|---|---|---|
| flowers | 3000 | fmv | |
| lodging | 10852 | fmv | 4 |
| instruments | 1800 | fmv | 1 |
| parking discoun | 5060 | fmv | 1 |
| printing | 1500 | fmv | 1 |
| receptions | 20915 | fmv | 9 |
| food | 47564 | fmv | 8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (32 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | SPECIAL EVENT EXPENSES = $44401 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | WRITING/EDITING SERVICE: Column (A) - Total = $8500; Column (B) - Program Services = $8500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | WEBSITE: Column (A) - Total = $21127; Column (B) - Program Services = $21127; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | UTILITIES: Column (A) - Total = $3773; Column (B) - Program Services = $2075; Column (C) - Management & General = $943; Column (D) - Fundraising = $755 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | TICKET STOCK: Column (A) - Total = $4746; Column (B) - Program Services = $4746; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | TELEPHONE: Column (A) - Total = $9261; Column (B) - Program Services = $5328; Column (C) - Management & General = $955; Column (D) - Fundraising = $2978 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | STAGES EXPENSES: Column (A) - Total = $55171; Column (B) - Program Services = $55171; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | SPECIAL EVENTS: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | RECORDING EXPENSE: Column (A) - Total = $16600; Column (B) - Program Services = $16600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | PRE CONCERT LECTURE EXPENSE: Column (A) - Total = $10450; Column (B) - Program Services = $10450; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Postage and Shipping: Column (A) - Total = $38359; Column (B) - Program Services = $32390; Column (C) - Management & General = $1783; Column (D) - Fundraising = $4186 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | PHOTOGRAPHY/GRAPHIC DESIGN: Column (A) - Total = $1095; Column (B) - Program Services = $1095; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | OUTREACH: Column (A) - Total = $15600; Column (B) - Program Services = $15600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | MUSIC LIC/PURCH/RENTAL: Column (A) - Total = $6214; Column (B) - Program Services = $6214; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | MISCELLANEOUS: Column (A) - Total = $20130; Column (B) - Program Services = $7380; Column (C) - Management & General = $6705; Column (D) - Fundraising = $6045 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | MERCHANDISE: Column (A) - Total = $11905; Column (B) - Program Services = $11905; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | MEALS & ENTERTAINMENT: Column (A) - Total = $12857; Column (B) - Program Services = $421; Column (C) - Management & General = $4473; Column (D) - Fundraising = $7963 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | INSTRUMENT RENTAL/TUNING: Column (A) - Total = $30293; Column (B) - Program Services = $28854; Column (C) - Management & General = $0; Column (D) - Fundraising = $1439 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | HOSPITALITY: Column (A) - Total = $12405; Column (B) - Program Services = $12405; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | EQUIPMENT RENTAL: Column (A) - Total = $216; Column (B) - Program Services = $216; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | EMPLOYEE PARKING: Column (A) - Total = $19884; Column (B) - Program Services = $10936; Column (C) - Management & General = $4971; Column (D) - Fundraising = $3977 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | EDUCATION FEES-DISCOVERY: Column (A) - Total = $2750; Column (B) - Program Services = $2750; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | DUES/MEMBERSHIP/CONF: Column (A) - Total = $9711; Column (B) - Program Services = $7535; Column (C) - Management & General = $631; Column (D) - Fundraising = $1545 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | COPIER EXPENSE: Column (A) - Total = $14848; Column (B) - Program Services = $7424; Column (C) - Management & General = $2227; Column (D) - Fundraising = $5197 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | COMPUTER SUPPORT: Column (A) - Total = $41834; Column (B) - Program Services = $29253; Column (C) - Management & General = $6989; Column (D) - Fundraising = $5592 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | BANNER EXPENSE: Column (A) - Total = $15900; Column (B) - Program Services = $15900; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | BANK/CREDIT/VENDOR FEES: Column (A) - Total = $77709; Column (B) - Program Services = $76033; Column (C) - Management & General = $1344; Column (D) - Fundraising = $332 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | BAD DEBT: Column (A) - Total = $11215; Column (B) - Program Services = $0; Column (C) - Management & General = $11215; Column (D) - Fundraising = $0 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS, FORM 990, GOVERNING DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST. THE ORGANIZATION ALSO USES WWW.GUIDESTAR.ORG TO DISCLOSE ITS FORM 990. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | A Compensation Committee was formed consisting of all of the members of the Executive Committee of the Board of Directors. We use a Performance Review that is excerpted from "Boardroom Dancing: A Practical Handbook for Nonprofit Boards", expected to be published by CompassPoint Nonprofit Services. We also gather compensation information from all of the major arts organizations in San Diego. We also call the executive recruiter that we used to hire our last 2 Presidents, including our current one, and ask for opinions on compensation. Finally, we look at a compensation study of Presidents in Not-for-Profit Organizations with the budget sizes of $2.5 15.9 million. We used this data to create a fair compensation package. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All employees are encouraged to report any conflicts of interest to the president. Failure to report conflicts are grounds for termination. The president must report to the board any conflicts of interest. In regard to Board members, La Jolla Music Society sends out an annual email to all board members asking if any conflicts of interest may exist. Board members are also asked about conflicts of interest during the Annual meeting or the first meeting of the new fiscal year. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | THE BUSINESS MANAGER REVIEWS THE FORM 990 IN DETAIL. HE PROVIDES THE AUDIT COMMITTEE WITH A GENERAL OVERVIEW OF THE FORM 990 AND ITS COMPONENT PARTS. HE ALSO HOLDS A SUMMARY MEETING WITH THE PRESIDENT/ARTISTIC DIRECTOR AND PRESIDENT OF THE BOARD WHO PROVIDE FINAL APPROVAL. |
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