HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION (EIN 63-1247731)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-12
IRS object ID
201433169349304288
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-12T13:43:40-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MERCER & ASSOCIATES PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 WILLIAMS AVENUE SUITE 280AddressLine1
CityHUNTSVILLECity
StateALState
ZIP Code35801ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN631247731EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHUNTBusinessNameControlTxt
Phone2565394818PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2400AddressLine1
CityHUNTSVILLECity
StateALState
ZIP Code35804ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH WISEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2565394818PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJERRY MERCER CPAPreparerPersonNm
Phone2565364318PhoneNum
Preparation2014-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAN HALCOMBPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2400AddressLine1
CityHUNTSVILLECity
StateALState
ZIP Code35804ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$105,622GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionTO COORDINATE, PROMOTE AND PROVIDE EDUCATIONAL INFORMATIONActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$12,050PYContributionsGrantsAmt
CY Contributions Grants$2,159CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$89,634PYInvestmentIncomeAmt
CY Investment Income$103,463CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$101,684PYTotalRevenueAmt
CY Total Revenue$105,622CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$52,843PYOtherExpensesAmt
CY Other Expenses$59,211CYOtherExpensesAmt
PY Total Expenses$52,843PYTotalExpensesAmt
CY Total Expenses$59,211CYTotalExpensesAmt
PY Revenues Less Expenses$48,841PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$46,411CYRevenuesLessExpensesAmt
Total Assets BOY$891,960TotalAssetsBOYAmt
Total Assets EOY$1,062,620TotalAssetsEOYAmt
Total Liabilities EOY$47,500TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$891,960NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,015,120NetAssetsOrFundBalancesEOYAmt
MissionTO COORDINATE, PROMOTE AND PROVIDE EDUCATIONAL INFORMATION ANDMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$59,211ExpenseAmt
Revenue$105,622RevenueAmt
DescTO COORDINATE, PROMOTE AND PROVIDE EDUCATIONAL INFORMATION AND TO PROVIDE FINANCIAL SUPPORT TO THE HUNTSVILLE SYMPHONY ORCHESTRADesc
Total Program Service Expenses$59,211TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCOURTNEY GATTISPersonNm
Phone2565394818PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2400AddressLine1
CityHUNTSVILLECity
StateALState
ZIP Code35804ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ELBERT H PARSONS
MEMBER1.00Yes (X)$0$0$0
WALTER BOULDIN
CHAIRMAN2.00Yes (X)$0$0$0Yes (X)
ELIZABETH WISE
TREASURER2.00Yes (X)$0$0$0Yes (X)
SHIRLEY MCCRARY
MEMBER1.00Yes (X)$0$0$0
DORCAS S HARRIS
VICE CHAIRMAN2.00Yes (X)$0$0$0Yes (X)
SARAH HEREFORD
SECRETARY2.00Yes (X)$0$0$0Yes (X)
SAMUEL LOWRY
MEMBER1.00Yes (X)$0$0$0
TRISTENNE ROBIN
MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,159AllOtherContributionsAmt
Total Contributions$2,159TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,800TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$84,663SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$84,663SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,663TotalRevenueColumnAmt
Related Or Exempt Func Income$84,663RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,622TotalRevenueColumnAmt
Related Or Exempt Func Income$103,463RelatedOrExemptFuncIncomeAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Investment expense$7,626$7,626$0$0
Grants$49,835$49,835$0$0
Bank Fees$0$0$0$0
Audit Fees$1,750$1,750$0$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$59,211TotalAmt
Program Services$59,211ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,057BOYAmt
EOY$4,090EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$885,903BOYAmt
EOY$1,058,530EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$891,960BOYAmt
EOY$1,062,620EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$47,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$47,500EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,627BOYAmt
EOY$2,627EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$889,333BOYAmt
EOY$1,012,493EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$891,960BOYAmt
EOY$1,015,120EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$891,960BOYAmt
EOY$1,062,620EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$46,411ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$76,749NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HUNTSVILLE SYMPHONY ORCESTRA ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
EIN631247731EIN
Organization TypeTYPE 3OrganizationTypeDesc
Governing Document ListedYes (true)GoverningDocumentListedInd
Supported Org NotifiedYes (true)SupportedOrgNotifiedInd
US OrganizedYes (true)USOrganizedInd
Support$2,335SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$2,335SupportSumAmt
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$105,622TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$105,622RevenueSubtotalAmt
Total Revenue Per Form990$105,622TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$59,211TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$59,211ExpensesSubtotalAmt
Total Expenses Per Form990$59,211TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 8aALL MEETINGS ARE DOCUMENTED WITH MINUTES
Pt VI, Line 8bALL MEETINGS ARE DOCUMENTED WITH MINUTES
Pt VI, Line 11bBOARD MEMBERS ARE PROVIDED WITH COPIES OF THE 990 FOR
Pt VI, Line 11bREVIEW AND APPROVAL PRIOR TO FILING
Pt VI, Line 12cBOARD MEMBERS ARE INFORMED OF POLICIES CONCERNING CONFLICTS
Pt VI, Line 12cOF INTEREST ANNUALLY AND AS NEW MEMBERS ARE ACCEPTED.
Pt VI, Line 12cMEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST
Pt VI, Line 12cIF THEY ARISE THROUGHOUT THE YEAR.
Form 990EZ, Part I, Line 16INVESTMENT FEES OFFICE EXPENSES BAD DEBT EXPENSE

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