NASHVILLE SYMPHONY ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NASHVILLE SYMPHONY ASSOCIATION (EIN 62-0550979)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-06-13
- IRS object ID
- 201431649349300223
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-13T11:00:04-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 Continental Place | AddressLine1 |
| Address Line2 | Suite 200 | AddressLine2 |
| City | Brentwood | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620550979 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASHVILLE SYMPHONY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NASH | NameControl |
| Phone | 6156876515 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Symphony Place | AddressLine1 |
| City | Nashville | City |
| State | TN | State |
| ZIP Code | 37201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHAD BOYD | Name |
| Title | CFO | Title |
| Date Signed | 2014-06-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | rachel spurlock | Name |
| PTIN | P00520729 | PTIN |
| Phone | 6153605500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NASHVILLE SYMPHONY | BusinessNameLine1 |
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN VALENTINE | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Symphony Place | AddressLine1 |
| City | Nashville | City |
| State | TN | State |
| ZIP Code | 37201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 62393210 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | NASHVILLESYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | THE NASHVILLE SYMPHONY IS DEDICATED TO ACHIEVING THE HIGHEST STANDARD FOR EXCELLENCE IN MUSICAL PERFORMANCE AND EDUCATIONAL PROGRAMS, WHILE ENGAGING THE COMMUNITY, ENRICHING AUDIENCES AND SHAPING CULTURAL LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 64 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 63 | NbrIndependentVotingMembers |
| Total Nbr Employees | 510 | TotalNbrEmployees |
| Total Nbr Volunteers | 274 | TotalNbrVolunteers |
| Total Gross UBI | -472341 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -472341 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10598243 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4931717 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7934210 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7431021 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2224138 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8748378 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 808617 | OtherRevenuePriorYear |
| Other Revenue Current Year | 25730 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21565208 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21136846 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13391393 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15074523 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 283750 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 132837 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1419082 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19618967 | OtherExpensePriorYear |
| Other Expenses Current Year | 19147432 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33301610 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34368792 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -11736402 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -13231946 | RevenuesLessExpensesCY |
| Total Assets BOY | 181289803 | TotalAssetsBOY |
| Total Assets EOY | 128202779 | TotalAssetsEOY |
| Total Liabilities BOY | 109238949 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30326219 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 72050854 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 97876560 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MISSION STATEMENT - THE NASHVILLE SYMPHONY IS DEDICATED TO ACHIEVING THE HIGHEST STANDARD FOR EXCELLENCE IN MUSICAL PERFORMANCE AND EDUCATIONAL PROGRAMS, WHILE ENGAGING THE COMMUNITY, ENRICHING AUDIENCES AND SHAPING CULTURAL LIFE. CONTINUED IN SCHEDULE O. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 28469790 | Expense |
| Revenue | 7494121 | Revenue |
| Description | LED BY MUSIC DIRECTOR GIANCARLO GUERRERO AND PRESIDENT AND CEO ALAN D. VALENTINE, THE GRAMMY® AWARD-WINNING NASHVILLE SYMPHONY HAS RECEIVED NATIONAL AND INTERNATIONAL RECOGNITION FOR ITS EXCEPTIONAL MUSICIANSHIP AND ADVENTUROUS PROGRAMMING. THE SYMPHONY PERFORMS MORE THAN 140 CONCERTS ANNUALLY, INCLUDING CLASSICAL, POPS, JAZZ, A FAMILY SERIES AND A VARIETY OF SPECIAL EVENTS. THE 2012/13 SEASON OPENED WITH A MOMENTOUS PERFORMANCE OF MAHLER'S SYMPHONY NO. 8, POPULARLY KNOWN AS "SYMPHONY OF A THOUSAND" BECAUSE OF THE HUGE NUMBER OF MUSICIANS AND SINGERS REQUIRED. THIS AMBITIOUS UNDERTAKING SET THE TONE FOR THE REST OF THE SEASON, WHICH COVERED THE FULL BREADTH OF THE ORCHESTRAL REPERTOIRE. HIGHLIGHTS INCLUDED EVERYTHING FROM AUDIENCE FAVORITES SUCH AS BEETHOVEN'S FIFTH AND BERLIOZ'S SYMPHONIE FANTASTIQUE TO AN ENTIRE CONCERT OF MUSIC INSPIRED BY FOLK TRADITIONS, WITH PERFORMANCES OF HUNGARIAN COMPOSER ZOLTÁN KODÁLY'S HARY JANOS SUITE AND MEXICAN COMPOSER CARLOS CHÁVEZ'S SINFONÍA INDIA. THROUGHOUT THE SEASON WERE A NUMBER OF HIGH-PROFILE COMMISSIONS, PREMIERES AND RECORDINGS OF NEW MUSIC BY EDGAR MEYER, RICHARD DANIELPOUR, ROBERTO SIERRA AND OTHER LEADING AMERICAN COMPOSERS. ON SEPTEMBER 20-22, 2012, THE ORCHESTRA RECORDED ROBERTO SIERRA'S CARNAVAL, A VIBRANT, COLORFUL WORK INSPIRED EQUALLY BY THE MUSIC OF ROBERT SCHUMANN AND THE RHYTHMS OF LATIN DANCE. THIS COMPOSITION WAS RELEASED ON THE NAXOS LABEL IN NOVEMBER 2013. AT THE SAME CONCERT, THE SYMPHONY COMPLETED RECORDING FOR A DISC FEATURING WORKS BY RICHARD DANIELPOUR, WHICH RELEASED ON NAXOS IN SEPTEMBER 2013. FEATURING THE CHARISMATIC SOPRANO ANGELA BROWN, A WOMAN'S LIFE IS A SONG CYCLE BASED ON POEMS BY AMERICAN POET MAYA ANGELOU. IN OCTOBER 2012, THE NASHVILLE SYMPHONY PERFORMED AND RECORDED TWO COMPOSITIONS BY STEPHEN PAULUS: THE VEIL OF TEARS AND THREE PLACES OF ENLIGHTENMENT, A CONCERTO FOR STRING QUARTET FEATURING THE ORCHESTRA'S PRINCIPAL STRING PLAYERS: CONCERTMASTER JUN IWASAKI, SECOND VIOLINIST CAROLYN WANN BAILEY, VIOLIST DAN REINKER AND CELLIST ANTHONY LAMARCHINA. BOTH WORKS WILL BE FEATURED ON A FORTHCOMING RELEASE WITH PAULUS' GRAND ORGAN CONCERTO. ALONG WITH ITS CLASSICAL OFFERINGS, THE NASHVILLE SYMPHONY PERFORMS EIGHT THREE-NIGHT PRESENTATIONS IN ITS POPS SERIES. THIS SUBSCRIPTION SERIES FEATURES A VARIETY OF POPULAR STYLES, REPRESENTED BY SUCH PERFORMERS AS BOYZ II MEN AND THE CHIEFTAINS. A FOUR-CONCERT FAMILY SERIES, THE ANN & MONROE CARELL FAMILY TRUST PIED PIPER CHILDREN'S SERIES IS GEARED TOWARD YOUNG LISTENERS AND THEIR FAMILIES. THE NASHVILLE SYMPHONY HAS ALSO EMERGED IN RECENT YEARS AS A CONCERT PRESENTER, BRINGING A DIVERSE ARRAY OF ARTISTS TO PERFORM AT SCHERMERHORN SYMPHONY CENTER IN CONCERTS WITHOUT THE ORCHESTRA. NOTABLE JAZZ EVENTS HAVE INCLUDED PIANIST MCCOY TYNER AND SAXOPHONIST WAYNE SHORTER. OTHER PRESENTATION HIGHLIGHTS HAVE INCLUDED SINGER AL GREEN, THE SILK ROAD ENSEMBLE WITH YO-YO MA AND COMEDIAN BOB NEWHART. FOR MANY YEARS, THE NASHVILLE SYMPHONY HAS ALSO PARTNERED WITH OTHER LOCAL ARTS ORGANIZATIONS, PROVIDING LIVE ORCHESTRAL ACCOMPANIMENT FOR PERFORMANCES BY NASHVILLE BALLET AND NASHVILLE OPERA. ITS REACH IN THE MIDDLE TENNESSEE COMMUNITY IS BOTH BROAD AND DEEP, AND THROUGH ALL OF ITS VARIOUS ACTIVITIES, IT HAS GREATLY ENRICHED CULTURAL LIFE FOR AUDIENCES OF ALL AGES AND BACKGROUNDS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 791072 | Expense |
| Grants | 14000 | Grants |
| Revenue | 322850 | Revenue |
| Description | THE NASHVILLE SYMPHONY REACHES SCHOOL CHILDREN ACROSS THE MIDDLE TENNESSEE REGION THROUGH SUCH PROGRAMS AS YOUNG PEOPLE'S CONCERTS, WHICH BRING STUDENTS FROM PUBLIC, PRIVATE AND HOME SCHOOLS TO THE SCHERMERHORN. THE ENSEMBLES IN THE SCHOOLS PROGRAM TAKES MEMBERS OF THE NASHVILLE SYMPHONY TO PUBLIC AND PRIVATE SCHOOLS, WHERE THEY PERFORM FOR STUDENTS, ALL WITHOUT COST TO STUDENTS OR THE SCHOOLS. "IS IT A FIDDLE OR A VIOLIN?" IS A UNIQUE PARTNERSHIP WITH THE COUNTRY MUSIC HALL OF FAME® AND MUSEUM, IN WHICH STUDENTS ARE INVITED TO EXPLORE THE SIMILARITIES AND THE DIFFERENCES BETWEEN CLASSICAL MUSIC AND COUNTRY MUSIC. ALONG WITH PERFORMING FOR STUDENTS, THE NASHVILLE SYMPHONY COMMITS ITS TIME AND RESOURCES TO PERFORMING FREE CONCERTS FOR PEOPLE FROM ACROSS THE COMMUNITY. EVERY SUMMER, THE COMMUNITY CONCERTS SERIES BRINGS THE ORCHESTRA TO PUBLIC PARKS ACROSS THE CITY AND THE MID-STATE REGION. IN ADDITION, EVERY JANUARY, THE SYMPHONY PRESENTS "LET FREEDOM SING!," A FREE MUSICAL CELEBRATION OF THE LIFE AND LEGACY OF MARTIN LUTHER KING JR., AT SCHERMERHORN SYMPHONY CENTER. EACH YEAR, SCHERMERHORN SYMPHONY CENTER ALSO HOSTS THE FREE DAY OF MUSIC, WHICH FEATURES MORE THAN TWO DOZEN PERFORMANCES DURING A SINGLE DAY. THE GOAL OF THIS POPULAR EVENT, WHICH IS FREE OF CHARGE ALL DAY LONG AND TYPICALLY REACHES MORE THAN 4,000 PEOPLE, IS TO MAKE THE SCHERMERHORN ACCESSIBLE TO THE ENTIRE COMMUNITY AND TO PROVIDE A WELL-ATTENDED FORUM FOR THE PARTICIPATING MUSICAL ENSEMBLES, WHICH REPRESENT A WIDE ARRAY OF GENRES. OTHER COMMUNITY ENGAGEMENT EFFORTS INCLUDE ONSTAGE AT THE SCHERMERHORN, WHICH OFFERS ADULT PARTICIPANTS AN OPPORTUNITY TO INTERACT WITH NASHVILLE SYMPHONY MUSICIANS IN AN INFORMAL SETTING ON THE SYMPHONY CENTER STAGE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 29260862 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | 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 | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | 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 | true | 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 | 204 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 510 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | 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 |
| 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 | 64 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 63 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAD BOYD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6156876515 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Symphony Place | AddressLine1 |
| City | Nashville | City |
| State | TN | State |
| ZIP Code | 37201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (68 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ALAN D VALENTINE | ||||||||
| PRESIDENT & CEO | 40.00 | X | X | 381988 | 0 | 21529 | ||
| BETSY WILLS | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| EDWARD A GOODRICH | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| JAMES C SEABURY III | ||||||||
| CHAIR-ELECT | 1.00 | X | X | 0 | 0 | 0 | ||
| MR KEVIN W CRUMBO | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| ALISON F GOODING | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| AMY GRANT | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ANASTASIA BROWN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ANNE RUSSELL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BEN L CUNDIFF | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BENJAMIN FOLDS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BEVERLY K SMALL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BILLY RAY HEARN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BRETT SWEET | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CANO A OZGENER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CARL T HALEY JR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CAROL A DANIELS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CLARE YANG | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DAVID K MORGAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DAVID L BLACK | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DAVID WILLIAMS II | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DEBORAH K PITTS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DONNA B YURDIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR KEITH B CHURCHWELL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| EDUARDO H MINARDI | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ELLIOTT W JONES | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| HARRY WILLIAMS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JACK O BOVENDER JR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES C GOOCH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES D ZIMMERMAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JANET E AYERS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JEFFERY C WALRAVEN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JENNIFER H PURYEAR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JEREMY WILLIAMS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN T LEWIS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHNNA B WATSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JUDY M FOSTER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LARRY J LARKIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LEE ANN INGRAM | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LISA COOPER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARK WAIT | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARTHA R INGRAM | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARWAH SHAHID | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL SAMIS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL W HAYES | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MICHELLE R COLLINS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| NELSON SHIELDS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| PAM K PFEFFER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| PETER NEFF | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| REBECCA J COLE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| REBECCA WILLIE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| RENATA SOTO | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD L MILLER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT A EZRIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT J DENNIS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT BECKER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SHIRLEY ZEITLIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| STEVE TURNER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| TED HOUSTON WELCH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| VAN TUCKER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| VICTORIA CHU PAO | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM GREER WIGGINS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL KIRBY | ||||||||
| VP & CFO | 40.00 | X | 138350 | 0 | 23809 | |||
| MYLES MACDONALD | ||||||||
| INTERIM COO | 40.00 | X | 0 | 0 | 0 | |||
| GIANCARLO GUERERRO | ||||||||
| MUSIC DIRECTOR | 40.00 | 469390 | 0 | 29874 | X | |||
| JUN IWASAKI | ||||||||
| CONCERTMASTER | 40.00 | 174431 | 0 | 5083 | X | |||
| MARK A BLAKEMAN | ||||||||
| GM & VP OF ORCHESTRA | 40.00 | 169642 | 0 | 24940 | X | |||
| JONATHAN R NORRIS | ||||||||
| VP OF HUMAN RESOURCES | 40.00 | 119674 | 0 | 14350 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1453475 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 119585 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | 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 |
|---|---|---|---|---|---|
| WILLIAM MORRIS ENDEAVOR ENTERTAINMENT | |||||
| 1325 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | GUEST ARTIST MANAGEMENT | 251500 |
| KRAFT CPAS LLC | |||||
| 555 GREAT CIRCLE ROAD STE 200 | NASHVILLE | TN | 37228 | FINANCIAL RESTRUCTURING | 215988 |
| OPUS 3 ARTISTS | |||||
| 470 PARK AVE S 9TH FLOOR NORTH | NEW YORK | NY | 10016 | GUEST ARTIST MANAGEMENT | 214000 |
| FROST BROWN TODD LLC | |||||
| PO BOX 70087 | LOUISVILLE | KY | 402700087 | PROFESSIONAL FEES AND RESTRUCTURING ADVICE | 170642 |
| COLUMBIA ARTISTS MANAGEMENT | |||||
| 1790 BROADWAY | NEW YORK | NY | 10019 | GUEST ARTIST MANAGEMENT | 119701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 511899 | FundraisingEvents |
| Government Grants | 322850 | GovernmentGrants |
| All Other Contributions | 4096968 | AllOtherContributions |
| Total Contributions | 4931717 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 711190 | 6940901 | 6940901 |
| ORCHESTRA FEES | 711190 | 490120 | 490120 |
| 0 | |||
| 0 | |||
| 0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7431021 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1712732 | TotalRevenueColumn |
| Exclusion | $1,712,732 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2552432 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3024773 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -472341 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -472341 | TotalRevenueColumn |
| Unrelated Business Revenue | -472341 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 44763596 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37727950 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7035646 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7035646 | TotalRevenueColumn |
| Exclusion | $7,035,646 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 505554 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 511899 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 452494 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53060 | TotalRevenueColumn |
| Exclusion | $53,060 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 110208 | GrossSalesOfInventory |
| Cost Of Goods Sold | 51147 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59061 | TotalRevenueColumn |
| Exclusion | $59,061 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET HANDLING CHARGES | 711190 | 324359 | 324359 |
| OTHER INCOME | 711190 | 61591 | 61591 |
| 0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 385950 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21136846 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7816971 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -472341 | UnrelatedBusinessRevenue |
| Exclusion | $8,860,499 | 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 | 14000 | Total |
| Program Services | 14000 | ProgramServices |
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 | 1573057 | Total |
| Program Services | 873360 | ProgramServices |
| Management And General | 699697 | ManagementAndGeneral |
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 | 11415231 | Total |
| Program Services | 10207975 | ProgramServices |
| Management And General | 588433 | ManagementAndGeneral |
| Fundraising | 618823 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548448 | Total |
| Program Services | 527804 | ProgramServices |
| Fundraising | 20644 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688672 | Total |
| Program Services | 610834 | ProgramServices |
| Management And General | 35517 | ManagementAndGeneral |
| Fundraising | 42321 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 849115 | Total |
| Program Services | 706782 | ProgramServices |
| Management And General | 78750 | ManagementAndGeneral |
| Fundraising | 63583 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87125 | Total |
| Program Services | 87125 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215292 | Total |
| Management And General | 215292 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99371 | Total |
| Management And General | 99371 | 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 | 132837 | Total |
| Fundraising | 132837 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492410 | Total |
| Management And General | 492410 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2502476 | Total |
| Program Services | 2502476 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1402864 | Total |
| Program Services | 827487 | ProgramServices |
| Management And General | 164974 | ManagementAndGeneral |
| Fundraising | 410403 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 649595 | Total |
| Management And General | 521453 | ManagementAndGeneral |
| Fundraising | 128142 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215808 | Total |
| Management And General | 215808 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143463 | Total |
| Program Services | 143463 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4057139 | Total |
| Program Services | 3651425 | ProgramServices |
| Management And General | 405714 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41722 | Total |
| Program Services | 16317 | ProgramServices |
| Management And General | 23076 | ManagementAndGeneral |
| Fundraising | 2329 | 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 | 2616 | Total |
| Management And General | 2616 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145737 | Total |
| Management And General | 145737 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5880723 | Total |
| Program Services | 5880723 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78654 | Total |
| Program Services | 78654 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| RESTRUCTURING EXPENSES | 1787637 | 1787637 |
| OTHER PRODUCTION EXPENSES | 433251 | 433251 |
| SUBORDINATED DEBT SERVICE | 62133 | 62133 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 849416 | Total |
| Program Services | 849416 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34368792 | Total |
| Program Services | 29260862 | ProgramServices |
| Management And General | 3688848 | ManagementAndGeneral |
| Fundraising | 1419082 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9409963 | BOY |
| EOY | 5698428 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18021574 | BOY |
| EOY | 8038683 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 632117 | BOY |
| EOY | 3355117 | 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 |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2302936 | BOY |
| EOY | 844276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 141981487 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 45932287 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101739095 | BOY |
| EOY | 96049200 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39006031 | BOY |
| EOY | 9948350 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4754257 | BOY |
| EOY | 4268725 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5423830 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181289803 | BOY |
| EOY | 128202779 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804668 | BOY |
| EOY | 508635 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3700484 | BOY |
| EOY | 4567584 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85340000 | BOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2650000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 22600000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19393797 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109238949 | BOY |
| EOY | 30326219 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51468555 | BOY |
| EOY | 86270646 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18057113 | BOY |
| EOY | 9068064 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2525186 | BOY |
| EOY | 2537850 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72050854 | BOY |
| EOY | 97876560 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181289803 | BOY |
| EOY | 128202779 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -13231946 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -3310120 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 42367772 | 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 | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 | 14097332 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12006190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14702020 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10598243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4931717 | CurrentTaxYear |
| Total | 56335502 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8728458 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6599649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6259245 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8353589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7431021 | CurrentTaxYear |
| Total | 37371962 | 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 | 22825790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18605839 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20961265 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18951832 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12362738 | CurrentTaxYear |
| Total | 93707464 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 200824 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 314428 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 245063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 229032 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 989347 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 200824 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 314428 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 245063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 229032 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 989347 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 92718117 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3898581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2651717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2979564 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4286378 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4149269 | CurrentTaxYear |
| Total | 17965509 | 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 | 3898581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2651717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2979564 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4286378 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4149269 | CurrentTaxYear |
| Total | 17965509 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 156045 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31757 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34667 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44709 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61591 | CurrentTaxYear |
| Total | 328769 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26880416 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21289313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23975496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23282919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16573598 | CurrentTaxYear |
| Total | 112001742 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.82780 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.85640 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.16040 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.13380 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART III, LINE 12, OTHER INCOME, DESCRIPTION - OTHER INCOME, COLUMN A - 156045, COLUMN B - 31757, COLUMN C - 34667, COLUMN D - 44709, COLUMN E - 61591, COLUMN F - 328769; | GeneralExplanation |
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 | 9187198 | BeginningOfYearBalance |
| Contributions | 12664 | Contributions |
| Investment Earnings Or Losses | 1195452 | InvestmentEarningsOrLosses |
| Other Expenditures | 467095 | OtherExpenditures |
| Administrative Expenses | 72346 | AdministrativeExpenses |
| End Of Year Balance | 9855873 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9541169 | BeginningOfYearBalance |
| Contributions | 23551 | Contributions |
| Investment Earnings Or Losses | 61163 | InvestmentEarningsOrLosses |
| Other Expenditures | 348226 | OtherExpenditures |
| Administrative Expenses | 90459 | AdministrativeExpenses |
| End Of Year Balance | 9187198 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8470124 | BeginningOfYearBalance |
| Contributions | 1610 | Contributions |
| Investment Earnings Or Losses | 1597922 | InvestmentEarningsOrLosses |
| Other Expenditures | 456975 | OtherExpenditures |
| Administrative Expenses | 71512 | AdministrativeExpenses |
| End Of Year Balance | 9541169 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8898472 | BeginningOfYearBalance |
| Contributions | 25 | Contributions |
| Investment Earnings Or Losses | 128245 | InvestmentEarningsOrLosses |
| Other Expenditures | 450743 | OtherExpenditures |
| Administrative Expenses | 105875 | AdministrativeExpenses |
| End Of Year Balance | 8470124 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8898472 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 200546 | InvestmentEarningsOrLosses |
| Administrative Expenses | 200546 | AdministrativeExpenses |
| End Of Year Balance | 8898472 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.94290 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.05710 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4824167 | OtherCostOrOtherBasis |
| Book Value | 4824167 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 127215290 | OtherCostOrOtherBasis |
| Depreciation | 41699897 | Depreciation |
| Book Value | 85515393 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8747175 | OtherCostOrOtherBasis |
| Depreciation | 4232390 | Depreciation |
| Book Value | 4514785 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1194855 | OtherCostOrOtherBasis |
| Book Value | 1194855 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 96049200 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 64351265 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3310120 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 249298 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 43251525 | OtherRevenues |
| Revenue Not Rptd F990 | 40190703 | RevenueNotRptdF990 |
| Revenue Subtotal | 24160562 | RevenueSubtotal |
| Investment Expenses Not Included | 335970 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -3359686 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -3023716 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21136846 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 38525559 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 249298 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 4243439 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4492737 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34032822 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 335970 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 335970 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34368792 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE INVESTMENT FUNDS ARE USED FOR MISSION RELATED ACTIVITIES. OF THE $9,855,873 OF ENDOWMENT FUNDS, $562,850, OR APPROXIMATELY 5.71% OF THE FUNDS, ARE PERMANENTLY RESTRICTED FUNDS. THE REMAINING FUNDS ARE UNRESTRICTED, BOARD DESIGNATED FUNDS. |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XI, Line 2d | CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - 3859429; DEBT RESTRUCTURING - 39392096; |
| Other revenues in form 990 not in audited financial statements | Schedule D, Part XI, Line 4b | RENTAL EXPENSES - -3024773; FUNDRAISING EXPENSES - -283766; COST OF GOODS SOLD - -51147; |
| Other expenses in audited financial statements not in form 990 | Schedule D, Part XII, Line 2d | UNCOLLECTIBLE PLEDGES - 883753; RENTAL EXPENSE - 3024773; COST OF GOODS SOLD - 51147; FUNDRAISING EXPENSES - 283766; |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Specific Services Provided | INVESTMENTS- ESTABLISHED SEPTEMBER 30, 2008 | SpecificServicesProvided |
| Total Expenditures | 3568409 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Amount Spent | 3568409 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INVESTMENT FUNDS | SCHEDULE F, PART I, LINE 3 | THE ORGANIZATION FIRST STARTED INVESTING IN ALTERNATIVE INVESTMENTS ON SEPTEMBER 30, 2008. |
| Method used to account for expenditures on organization's financial statements | Schedule F, Part I, Line 3 | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL |
| Method used to account for expenditures on organization's financial statements | Schedule F, Part I, Line 3 | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY COUNSELING SERVICES CO LLC | ||||||||
| 155 N WACKER DRIVE SUITE 1790 | CHICAGO | IL | 60606 | FUNDRAISING | false | 95000 | 62250 | 32750 |
| TAYLAR DEVELOPMENT LLC | ||||||||
| 219 N MILWAUKEE STREET | MILWAUKEE | WI | 53202 | TELEFUNDING | false | 192232 | 61363 | 130869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 287232 | TotalGrossReceipts |
| Total Retained By Contractors | 123613 | TotalRetainedByContractors |
| Total Net To Organization | 163619 | TotalNetToOrganization |
| Licensed States | TN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SYMPHONY BALL | NameOfEvent1 |
| Gross Receipts Event1 | 713857 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 409470 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 304387 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 33721 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 59162 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 15200 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 143411 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FASHION SHOW | NameOfEvent2 |
| Gross Receipts Event2 | 303596 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 102429 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 201167 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 50364 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 60198 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 7500 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 82938 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 1017453 | GrossReceiptsTotal |
| Charitable Contributions Total | 511899 | CharitableContributionsTotal |
| Gross Revenue Total Events | 505554 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 84085 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 119360 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 22700 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 226349 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 452494 | DirectExpenseSummaryEvents |
| Net Income Summary | 53060 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROFESSIONAL FUNDRAISING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B | ReturnReference |
| Explanation | THE ORGANIZATION CONTRACTED COMMUNITY COUNSELING SERVICE (CCS) TO PROVIDE PROFESSIONAL FUNDRAISING SERVICES IN PLANNING, ORGANIZING, AND INITIALIZING A MAJOR FUNDRAISING CAMPAIGN. THE SERVICE AGREEMENT PROVIDED FOR TWO ASSIGNED PERSONNEL, ONE OF WHOM WAS ONSITE TO PROVIDE RESIDENT FUNDRAISING SERVICES. THE AGREEMENT ALSO COVERED THE NASHVILLE SYMPHONY'S RESPONSIBILITY TO MAKE AN OPERATIONAL BUDGET AVAILABLE TO COVER OPERATIONAL EXPENSES, IN ADDITION TO PROFESSIONAL FEES, INCURRED BY BOTH THE NASHVILLE SYMPHONY AND CCS FOR PURPOSES OF THE CAMPAIGN. SUCH OPERATIONAL EXPENSES INCLUDE COLLATERAL MATERIALS, POSTAGE, SHIPPING/DELIVERY, PRINTING/COPYING, RELATED TRAVEL, TELEPHONE/CALL PHONE, AND PRODUCTION OF RESEARCH REPORTS. PERSONAL LIVING AND PERSONAL TRAVEL EXPENSES OF CCS PERSONNEL ARE EXCLUDED. THE AGREEMENT ALSO PROVIDED THAT ALL EXPENSES OF $200 OR GREATER MUST BE APPROVED BY THE NASHVILLE SYMPHONY BEFORE THEY ARE INCURRED. FEES FOR SERVICES WERE $132,837. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| THOR JOHNSON SCHOLARSHIP | 19 | 9000 |
| CURB CONCERTO COMPETITION | 3 | 5000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | THE SCHOLARSHIPS ARE AWARDED TO STUDENTS IN TWO CATEGORIES. THE SCHOLARSHIPS ARE ACTUALLY DISTRIBUTED TO THE PROVIDER OF THE MUSIC LESSONS OF THE AWARD WINNER, TO BE USED IN FUTURE MUSIC LESSONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAN D VALENTINE | ||||||||||||||
| PRESIDENT & CEO | 375138 | 0 | 250 | 0 | 6600 | 0 | 15000 | 0 | 6529 | 0 | 403517 | 0 | 0 | 0 |
| MICHAEL KIRBY | ||||||||||||||
| VP & CFO | 137841 | 0 | 250 | 0 | 259 | 0 | 9075 | 0 | 14734 | 0 | 162159 | 0 | 0 | 0 |
| MARK A BLAKEMAN | ||||||||||||||
| GM & VP OF ORCHESTRA | 163992 | 0 | 250 | 0 | 5400 | 0 | 10888 | 0 | 14052 | 0 | 194582 | 0 | 0 | 0 |
| GIANCARLO GUERERRO | ||||||||||||||
| MUSIC DIRECTOR | 468708 | 0 | 250 | 0 | 432 | 0 | 15000 | 0 | 14874 | 0 | 499264 | 0 | 0 | 0 |
| JUN IWASAKI | ||||||||||||||
| CONCERTMASTER | 174431 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5083 | 0 | 179514 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION OF TOP MANAGEMENT OFFICIAL | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 3 | ReturnReference |
| Explanation | THE BOARD OF DIRECTORS DELEGATES RESPONSIBILITY TO THE EXECUTIVE COMMITTEE, WHICH ACTS AS THE COMPENSATION COMMITTEE, FOR THE REVIEW AND APPROVAL OF THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| PINNACLE GROUP INSURANCE | |||
| JOHNNA WATSON, DIRECTOR, IS PRESIDENT/CEO OF PINNACLE GROUP INSURANCE | 961038 | INSURANCE | false |
| KRAFT CPA PLLC | |||
| KEVIN CRUMBO, TREASURER, & MYLES MACDONALD, INTERIM COO, ARE MEMBERS OF KRAFT CPAS PLLC AFFILIATE. | 215988 | CONSULTING SERVICES RELATED TO RESTRUCTURING | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION - CONTINUED | FORM 990, PART III, LINE 1 | ARTISTIC VISION STATEMENT: ACHIEVE RECOGNIZED ARTISTIC EXCELLENCE IN THE PERFORMANCE AND PRESENTATION OF THE HIGHEST QUALITY MUSIC, WITH A FOCUS ON THE CREATION, PROMOTION AND PRESERVATION OF A DISTINCTLY AMERICAN REPERTOIRE. EDUCATION VISION STATEMENT: ENGAGE AND ENRICH PEOPLE OF ALL AGES BY EXPLORING, EXPERIENCING AND CREATING MUSIC. |
| Delegate broad authority to a committee | Form 990, Part VI, Section A, Line 1a | ARTICLE IV, SECTION 4.1 DELEGATION OF POWER TO EXECUTIVE COMMITTEE. (A) THE EXECUTIVE COMMITTEE SHALL MANAGE THE BUSINESS AND AFFAIRS OF THE ASSOCIATION EXCEPT AS OTHERWISE LIMITED BY THESE BYLAWS, THE CHARTER OR THE ACT. THE EXECUTIVE COMMITTEE MAY ADVISE THE BOARD ON ALL MATTERS AND SHALL REPORT TO THE BOARD ON ALL DECISIONS MADE OR ACTIONS TAKEN BY IT WHICH THE EXECUTIVE COMMITTEE OR THE CHAIRMAN REASONABLY DETERMINE TO BE MAJOR DECISIONS OR ACTIONS. THE EXECUTIVE COMMITTEE SHALL BE ASSISTED BY SUCH ADMINISTRATIVE STAFF AS THE CHAIRMAN OR THE PRESIDENT AND CEO MAY DETERMINE. EXCEPT AS OTHERWISE PROVIDED IN THIS ARTICLE, THE PROVISIONS OF ARTICLE 5 SHALL APPLY TO THE EXECUTIVE COMMITTEE. (B) THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER AND AUTHORITY (I) TO APPOINT, NEGOTIATE AND APPROVE THE TERMS OF EMPLOYMENT OF, AND EVALUATE THE PERFORMANCE OF THE PRESIDENT AND CEO AND THE MUSIC DIRECTOR AND CONDUCTOR; (II) APPROVE AGREEMENTS WITH THE MUSICIANS' UNION (WITH ANY MEMBER WHO IS AN ORCHESTRA MEMBER BEING EXCLUDED, EXCEPT BY INVITATION OF THE CHAIRMAN); (III) MONITOR COMPLIANCE WITH THE BUDGET; (IV) ESTABLISH AND IMPLEMENT OPERATING POLICIES AND PROCEDURES; (V) SUPERVISE THE OPERATIONS AND FUNCTIONS OF THE OTHER COMMITTEES AND RECEIVE REPORTS FROM THESE COMMITTEES ON REQUEST OR AS REQUIRED BY THESE BYLAWS; AND (VI) APPROVE A SALE, LEASE OR PLEDGE OF LESS THAN ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ASSOCIATION. THE EXECUTIVE COMMITTEE SHALL HAVE NO POWER TO AMEND ANY RESOLUTION OF THE BOARD OR THE BUDGET. DURING DISCUSSIONS OF SALARY OR SENSITIVE PERSONNEL MATTERS, THE EXECUTIVE COMMITTEE MAY EXCLUDE ASSOCIATION EMPLOYEES. |
| Family/business relationships amongst interested persons | Form 990, Part VI, Section A, Line 2 | LEE ANN INGRAM AND MARTHA INGRAM - FAMILY RELATIONSHIP |
| Significant changes to organizational documents | Form 990, Part VI, Section A, Line 4 | ARTICLE 4, SECTION 4.2, NUMBER, ELECTION AND TERM OF THE EXECUTIVE COMMITTEE HAS BEEN AMENDED TO REVISE THE MAKEUP OF THE EXECUTIVE COMMITTEE. IN ADDITION, THE PRESENCE OF A MAJORITY, RATHER THAN 2/3RDS, OF THE VOTING MEMBERS OF THE EXECUTIVE COMMITTEE CONSTITUTES A QUORUM. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE MEMBERS OF THE EXECUTIVE COMMITTE AND FINANCE COMMITTEE REVIEWED A DRAFT OF THE FORM 990 (INCLUDING SUPPLEMENTAL SCHEDULES). THE FORM 990 (INCLUDING SUPPLEMENTAL SCHEDULES) AS ULTIMATELY FILED WITH THE IRS WAS PROVIDED TO THE GOVERNING BODY PRIOR TO ITS FILING. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | THE NASHVILLE SYMPHONY'S CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES, OFFICERS, DIRECTORS, TRUSTEES, OR ANY OTHERS IN A FIDUCIARY RELATIONSHIP WITH THE NASHVILLE SYMPHONY AND IS ADMINISTERED BY THE EXECUTIVE COMMITTEE. AT LEAST ONCE PER YEAR, THE EXECUTIVE COMMITTEE WILL ADVISE THE BOARD OF ANY SIGNIFICANT EVENTS WHICH RELATE TO THE POLICY. CONFLICTS WHICH ARE NOT DISCLOSED TO A COMMITTEE OR TO THE BOARD OF DIRECTORS IN APPROVING SYMPHONY ACTION ARE TO BE REPORTED TO THE PRESIDENT AND CEO OF THE SYMPHONY OR TO A MEMBER OF THE EXECUTIVE COMMITTEE SO THAT AN INDEPENDENT DETERMINATION CAN BE MADE OF THE SITUATION. ANY SYMPHONY FIDUCIARY OR SYMPHONY EMPLOYEE WHO FEELS THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST OR BE AWARE OF A CONFLICT SITUATION, ACTUAL, POTENTIAL OR PERCEIVED, MAY REPORT PERTINENT DETAILS TO THE PRESIDENT AND CEO OF THE SYMPHONY OR A MEMBER OF THE EXECUTIVE COMMITTEE. THE PRESIDENT AND CEO WILL BE RESPONSIBLE FOR REFERRING THE MATTER TO THE EXECUTIVE COMMITTEE OF THE SYMPHONY. THE EXECUTIVE COMMITTEE WILL REVIEW THE INFORMATION, AND INVESTIGATE IT FURTHER IF NECESSARY. IF SUCH A CONFLICT IS DETERMINED TO EXIST, THE INDIVIDUAL WITH THE CONFLICT WILL BE PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION IN QUESTION. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | TYPICALLY, THE ORGANIZATION UTILIZES SURVEYS AND RESEARCH OF LOCAL, REGIONAL AND NATIONAL ORGANIZATIONS OF SIMILAR SIZE AND MAKEUP TO ACCUMULATE FAIR AND REASONABLE COMPENSATION DATA FOR OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS FOR THE COMPENSATION COMMITTEE TO REVIEW. DURING THE 12 MONTHS ENDED JULY 31, 2013, NO SUCH DATA WAS PRESENTED TO THE COMPENSATION COMMITTEE BECAUSE OFFICERS AND KEY EMPLOYEES HAD ACCEPTED SALARY REDUCTIONS IN THE 11% TO 15% RANGE. THE COMPENSATION COMMITTEE REAFFIRMED THESE SALARY REDUCTIONS FOR THE UPCOMING YEAR WHICH WILL END JULY 31, 2014. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | ALL OFFICERS AND KEY EMPLOYEES INCLUDED IN THE COMPENSATION REVIEW WERE AS FOLLOWS: MUSIC CONDUCTOR, PRESIDENT & CEO, CFO, GENERAL MANAGER AND VICE PRESIDENT OF REVENUE. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| COMPENSATION OF MYLE MACDONALD | FORM 990, PART VII, SECTION A | MYLES MACDONALD WAS THE INTERIM COO BEGINNING IN APRIL, 2013. BECAUSE THE ORGANIZATION FILES ON THE FISCAL YEAR AND COMPENSATION IS REQUIRED TO BE REPORTED FOR THE CALENDAR YEAR ENDING 12/31/2012, NO AMOUNT IS BEING REPORTED IN PART VII FOR MR. MACDONALD. |
| Other changes in net assets or fund balances | Form 990 , Part XI, Line 9 | CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENT - 3859429; UNCOLLECTIBLE PLEDGES RECEIVABLE - -883753; DEBT RESTRUCTURING - 39392096; |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | PART XI, LINE 9 | THE OUTSTANDING MUICIPAL BONDS WERE RETIRED AS A RESULT OF THE NASHVILLE SYMPHONY RESTRUCTURED ITS LONG TERM DEBT. THE BANKS WHO HELD THE DEBT AGREED TO ACCEPT A $35 MILLION CASH PAYMENT AND A $20 MILLION MORTGAGE NOTE PAYABLE TO DISSOLVE ALL OUTSTANDING BOND DEBT AND THE RELATED INTEREST RATE SWAP LIABILITY. THE $20 MILLION NOTE PAYABLE WAS SUBSEQUENTLY SOLD TO A PRIVATE ENTITY AFFILIATED WITH A BOARD MEMBER. THE SYMPHONY RECORDED A $39 MILLION NON-CASH GAIN ON THE TRANSACTION. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASHVILLE SYMPHONY ENDOWMENT TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 S LASALLE ST IL1-231-10-05 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60697 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SUPPORT NASHVILLE SYMPHONY | PrimaryActivities |
| Legal Domicile State | TN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11 - Type I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASHVILLE SYMPHONY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRREVOCABLE GRANTOR TRUSTS (2) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | INVESTMENTS | PrimaryActivity |
| Legal Domicile State | TN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASHVILLE SYMPHONY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| 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 | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| 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 |
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