ORCHESTRA LUMOS INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ORCHESTRA LUMOS INC (EIN 06-6100039)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-01-07
IRS object ID
201300079349301205
Schema version
2011v1.2
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)
Timestamp2013-01-07T09:13:42-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN133385019EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR DAVIES MUNNS & DOBBINS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE STAMFORD LANDINGAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06902ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN066100039EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE STAMFORD SYMPHONY ORCHESTRA INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTAMNameControl
Phone2033251407Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1263 TRESSER BLVDAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06901ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBARBARA SOROCAName
TitleCEO & PRESIDENTTitle
Phone2033251407Phone
Date Signed2012-12-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBIN STRONGName
PTINP00713382PTIN
Phone2033232400Phone
Date Prepared2012-12-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonBARBARA SOROCANameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1263 TRESSER BLVDAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06901ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1443542GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.STAMFORDSYMPHONY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1977YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PERFORM AND ENCOURAGE THE UNDERSTANDING, APPRECIATION, AND STUDY OF THE ART OF MUSIC. THE ORGANIZATION MANAGES AND SUPERVISES THE STAMFORD SYMPHONY ORCHESTRA, AS WELL AS PROVIDING EDUCATIONAL AND OUTREACH PROGRAMS.ActivityOrMissionDescription
Nbr Voting Members Governing Body21NbrVotingMembersGoverningBody
Nbr Independent Voting Members21NbrIndependentVotingMembers
Total Nbr Employees139TotalNbrEmployees
Total Nbr Volunteers50TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year807440ContributionsGrantsPriorYear
Contributions Grants Current Year853734ContributionsGrantsCurrentYear
Program Service Revenue Prior Year426338ProgramServiceRevenuePriorYear
Program Service Revenue CY398046ProgramServiceRevenueCY
Investment Income Prior Year42182InvestmentIncomePriorYear
Investment Income Current Year46579InvestmentIncomeCurrentYear
Other Revenue Prior Year14207OtherRevenuePriorYear
Other Revenue Current Year-8798OtherRevenueCurrentYear
Total Revenue Prior Year1290167TotalRevenuePriorYear
Total Revenue Current Year1289561TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year18250GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY11500GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year787701SalariesEtcPriorYear
Salaries Etc Current Year804173SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year122382TotalFundrsngExpCurrentYear
Other Expense Prior Year401760OtherExpensePriorYear
Other Expenses Current Year431884OtherExpensesCurrentYear
Total Expenses Prior Year1207711TotalExpensesPriorYear
Total Expenses Current Year1247557TotalExpensesCurrentYear
Revenues Less Expenses Prior Year82456RevenuesLessExpensesPriorYear
Revenues Less Expenses CY42004RevenuesLessExpensesCY
Total Assets BOY1568851TotalAssetsBOY
Total Assets EOY1701982TotalAssetsEOY
Total Liabilities BOY259350TotalLiabilitiesBOY
Total Liabilities EOY288065TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1309501NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1413917NetAssetsOrFundBalancesEOY
Mission DescriptionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PERFORM AND ENCOURAGE THE UNDERSTANDING, APPRECIATION, AND STUDY OF THE ART OF MUSIC. THE ORGANIZATION MANAGES AND SUPERVISES THE STAMFORD SYMPHONY ORCHESTRA, AS WELL AS PROVIDING EDUCATIONAL AND OUTREACH PROGRAMS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense774794Expense
Revenue390788Revenue
DescriptionSEVERAL CLASSICAL AND POP PERFORMANCES THROUGHOUT THE YEAR. INCREASED ACCESSABILITY TO LIVE CLASSICAL MUSIC TO A BROADER RANGE OF THE COMMUNITY, INCLUDING CHILDREN.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense89825Expense
Revenue7258Revenue
DescriptionINTEGRATED ARTS IN EDUCATION AND EDUCATION OUTREACH PROGRAMS FOR ALL AGES OF SCHOOL CHILDREN IN STAMFORD AND OTHER AREA SCHOOLS.Description
FieldValueIRS element (for citing)
Total Program Service Expense864619TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109628NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees139NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members21NbrVotingGoverningBodyMembers
Number Independent Voting Members21NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1BARBARA SOROCABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2033251407TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1263 TRESSER BLVDAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code069013236ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
PETER ANKER
BOARD MEMBER1.00X000
STEPHEN PERRY
BOARD MEMBER1.00X000
THOMAS HERBIG
BOARD MEMBER1.00X000
JAMES MARPE
BOARD MEMBER1.00X000
STEVEN C PARRISH
BOARD MEMBER1.00X000
NICHOLAS RUDD
BOARD MEMBER1.00X000
VARINA STEUERT
BOARD MEMBER1.00X000
PENNY YOUNG
BOARD MEMBER1.00X000
ROBERT WHITBY
BOARD MEMBER1.00X000
JEFF FORD
BOARD MEMBER1.00X000
SHARI GOODSTEIN
BOARD MEMBER1.00X000
ERIC ORDWAY
BOARD MEMBER1.00X000
JOESPH CHERICO
BOARD MEMBER1.00X000
ROBERT LARDON
BOARD MEMBER1.00X000
NUNNO TINA
BOARD MEMBER1.00X000
WENDT LORNA JOHNSON
BOARD MEMBER1.00X000
BARBARA SOROCA
CEO & PRESIDENT35.0015182800X
MICHAEL MAYONE
TREASURER1.00000X
JULIE FORRESTER-ALEXANDRE
SECRETARY1.00000X
ALAN MCINTYRE
VICE CHAIRMAN1.00000X
DANIEL KOHN
VICE PRESIDENT1.00000X
MICHAEL PULEO
CHAIRMAN1.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org151828TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events188125FundraisingEvents
Government Grants37213GovernmentGrants
All Other Contributions628396AllOtherContributions
Total Contributions853734TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
SUBSCRIPTIONS & BOX OF711130346238346238
CONTRACT FEES7111302670026700
PROGRAM BOOK7111301785017850
EDUCATIONAL PROGRAMS61171072587258
FieldValueIRS element (for citing)
Total Program Service Revenue398046TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column58910TotalRevenueColumn
Exclusion$58,910ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities106111Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities118442Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-12331Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-12331TotalRevenueColumn
Exclusion-$12,331ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events22601GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events188125CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses35539FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-12938TotalRevenueColumn
Exclusion-$12,938ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code711130BusinessCode
Total Revenue Column4140TotalRevenueColumn
Exclusion$4,140ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue4140TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1289561TotalRevenueColumn
Related Or Exempt Function Income398046RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$37,781ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total11500Total
Program Services11500ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total156083Total
Program Services110819ProgramServices
Management And General31217ManagementAndGeneral
Fundraising14047Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total527084Total
Program Services374230ProgramServices
Management And General105416ManagementAndGeneral
Fundraising47438Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total41090Total
Program Services29174ProgramServices
Management And General8218ManagementAndGeneral
Fundraising3698Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total34738Total
Program Services24664ProgramServices
Management And General6948ManagementAndGeneral
Fundraising3126Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total45178Total
Program Services32076ProgramServices
Management And General9036ManagementAndGeneral
Fundraising4066Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total104685Total
Program Services23031ProgramServices
Management And General50249ManagementAndGeneral
Fundraising31405Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total30158Total
Program Services30158ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total61278Total
Program Services42955ProgramServices
Management And General10679ManagementAndGeneral
Fundraising7644Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2512Total
Program Services2512ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total15107Total
Management And General10575ManagementAndGeneral
Fundraising4532Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total5617Total
Management And General3982ManagementAndGeneral
Fundraising1635Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total6438Total
Program Services4378ProgramServices
Management And General2060ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total18676Total
Program Services13073ProgramServices
Management And General4669ManagementAndGeneral
Fundraising934Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
OTHER PRODUCTION COSTS3918239182
MISCELLANEOUS3506317207139993857
CONCERT AND REHEARSAL H3362533625
OTHER PRODUCTION PERSON3255232552

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total46991Total
Program Services43483ProgramServices
Management And General3508ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1247557Total
Program Services864619ProgramServices
Management And General260556ManagementAndGeneral
Fundraising122382Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY4085BOY
EOY2704EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY272447BOY
EOY169227EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY18500BOY
EOY12750EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY4363BOY
EOY42915EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY12131BOY
EOY13633EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis94906LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec65928LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY35416BOY
EOY28978EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1218409BOY
EOY1428275EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3500BOY
EOY3500EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1568851BOY
EOY1701982EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY34089BOY
EOY26360EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY225261BOY
EOY261705EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY259350BOY
EOY288065EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY966335BOY
EOY1079281EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY343166BOY
EOY334636EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1309501BOY
EOY1413917EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1568851BOY
EOY1701982EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses42004ReconcilationRevenueExpenses
Reconcilation Other Changes62412ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years979672CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years634486CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years818667CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year807440CurrentTaxYearMinus1Year
Current Tax Year853734CurrentTaxYear
Total4093999Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years979672CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years634486CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years818667CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year807440CurrentTaxYearMinus1Year
Current Tax Year853734CurrentTaxYear
Total4093999Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total806580AmountsSubstContributorsTotal
Public Support Total1703287419PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years25057CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years29775CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years30745CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year42182CurrentTaxYearMinus1Year
Current Tax Year46579CurrentTaxYear
Total174338Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8460CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9881CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6566CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5626CurrentTaxYearMinus1Year
Current Tax Year4140CurrentTaxYear
Total34673Total
FieldValueIRS element (for citing)
Total Support4303010TotalSupport
Gross Receipts From Admissions Etc2080931GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.76400PublicSupportPertcentage170
Public Support Pertcent Prior Year0.79920PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis6500OtherCostOrOtherBasis
Depreciation6500Depreciation
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis88406OtherCostOrOtherBasis
Depreciation59428Depreciation
Book Value28978BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings28978TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
MONEY MARKET FUND1303F
EQUITY MUTUAL FUNDS541332F
CORPORATE BONDS885640F
FieldValueIRS element (for citing)
Total Of Book Value Securities1428275TotalOfBookValueSecurities
Total Revenue1289561TotalRevenue
Total Expenses1247557TotalExpenses
Excess Or Deficit For Year42004ExcessOrDeficitForYear
Net Unrealized GL On Investments62412NetUnrealizedGLOnInvestments
Total Adjustments62412TotalAdjustments
Excess Or Deficit Per FS104416ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1404299TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments62412NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities52326DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990114738RevenueNotRptdF990
Revenue Subtotal1289561RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901289561TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1299883TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities52326DonatedServicesUseOfFacilities
Expenses Not Rptd F99052326ExpensesNotRptdF990
Expenses Subtotal1247557ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901247557TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE SYMPHONY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. THE SYMPHONY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAX JURISDICTIONS FOR PERIODS PRIOR TO 2009.
PART XI, LINE 8 - OTHER ADJUSTMENTS:ADJUSTMENT

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1
Gross Receipts Event1210726GrossReceiptsEvent1
Charitable Contributions Event1188125CharitableContributionsEvent1
Gross Revenue Event122601GrossRevenueEvent1
Rent Facility Costs Event11700RentFacilityCostsEvent1
Food And Beverage Event118037FoodAndBeverageEvent1
Other Direct Expenses Event115802OtherDirectExpensesEvent1
Name Of Event2GOLFNameOfEvent2
Gross Receipts Total210726GrossReceiptsTotal
Charitable Contributions Total188125CharitableContributionsTotal
Gross Revenue Total Events22601GrossRevenueTotalEvents
Rent Facility Costs Total Events1700RentFacilityCostsTotalEvents
Food And Beverage Total Events18037FoodAndBeverageTotalEvents
Other Direct Expenses Total Events15802OtherDirectExpensesTotalEvents
Direct Expense Summary Events35539DirectExpenseSummaryEvents
Net Income Summary-12938NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPTypeOfGrant
Number Of Recipients6NumberOfRecipients
Amount Of Cash Grant11500AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: FOR THE SCHOLARSHIPS GIVEN PLEASE DESCRIBE THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF THE SCHOLARSHIP. WE FOLLOW THE TERMS SET FORTH IN THE JENIAM AND MEEKER CONTRACTS. WHEN NECESSARY, WE WAIT FOR THE GPA RESULTS FOR THE SCHOOL YEAR. WHEN THE GPA REQUIREMENTS ARE MET, WE SEND THE SCHOLARSHIP MONEY OUT TO THE COLLEGE THAT THE SCHOLARSHIP WINNER HAS BEEN ATTENDING. AT THE TIME THE SCHOLARSHIP WINNER WAS DETERMINED, THEY NOTIFY US WHICH COLLEGE THEY WILL BE ATTENDING AND WHICH CURRICULUM THEY WILL BE FOLLOWING. THE EDUCATION COORDINATOR FOLLOWS UP TO MAKE SURE THE CURRICULUM IS FOLLOWED AND THAT THE STUDENT IS IN GOOD STANDING AS FAR AS THE SCHOLARSHIP CONTRACT IS CONCERNED.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonBARBARA SOROCANamePerson
Base Compensation Filing Org151828BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org151828TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 111. THE CEO AND THE AUDIT COMMITTEE OF THE ORGANIZATION WILL REVIEW THE FORM 990 PRIOR TO CIRCULATING IT TO THE GOVERNING BODY (BOARD MEMBERS) TO ENSURE THAT IT CORRECTLY REFLECTS ALL ACTIVITIES AND POLICIES OF THE ORGANIZATION. 2. AFTER THE AUDIT COMMITTEE'S REVIEW, THE FORM 990 WILL BE CIRCULATED TO THE GOVERNING BODY. ANY QUESTIONS, SUGGESTIONS OR CONCERNS FRON ANY BOARD MEMBER WITH RESPECT TO THE FORM 990 WILL BE ADDRESSED BY A MEMBER OF THE AUDIT COMMITTEE PRIOR TO THE FILING.
FORM 990, PART VI, SECTION B, LINE 12CANY OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES ARE REQUIRED TO DISCLOSE WHEN THEY COME ONTO THE BOARD OF DIRECTORS OR ARE HIRED, ANY CONFLICT OF INTEREST THEY MAY HAVE FOR ANY MATTER THAT COMES BEFORE THE BOARD OF DIRECTORS. EACH BOARD MEMBER IS AWARE OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND THEIR FIDUCIARY RESPONSIBILITY TO ABIDE BY IT.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT/CEO'S BASE COMPENSATION IS SUBJECT TO REVIEW EACH FISCAL YEAR. HIS/HER SALARY IS GENERALLY INCREASED IN LINE WITH THE COST-OF-LIVING INCREASE GRANTED TO THE SSO FULL-TIME STAFF. HOWEVER, THE PRESIDENT/CEO WILL BE ELIGIBLE TO EARN AN ANNUAL PERFORMANCE BONUS TO THE EXTENT THAT HE/SHE MEETS AND EXCEEDS GOALS AGREED UPON IN ACCORDANCE WITH THE PROCEDURES SET FORTH BELOW. EARLY IN EACH FISCAL YEAR, THE PRESIDENT/CEO MEETS WITH THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE TO AGREE UPON THE PRESIDENT/CEO'S PERFORMANCE OBJECTIVES FOR THE COMING YEAR. GOALS ARE BOTH QUALITATIVE AND QUANTITATIVE. THE PRESIDENT/CEO'S PERFORMANCE IS REVIEWED BY THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE AFTER THE END OF EACH FISCAL YEAR, AT WHICH TIME, THE PERSONNEL COMMITTEE MEETS TO DETERMINE WHETHER PAYMENT OF A BONUS TO THE PRESIDENT/CEO IS APPROPRIATE AND, IF SO, THE AMOUNT OF THE BONUS. THE AMOUNT OF THE PRESIDENT/CEO'S RECOMMENDED BONUS AND THE AMOUNT OF THE COST OF LIVING INCREASE GRANTED TO THE PRESIDENT/CEO AND ALL OTHER MEMBERS OF THE SSO FULL TIME STAFF IS PRESENTED TO THE BOARD FOR APPROVAL AT AN EXECUTIVE SESSION AT WHICH ONLY BOARD MEMBERS ARE PRESENT AND AT WHICH THE PRESIDENT/CEO IS NOT PRESENT. B) OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATIONS SAME AS ABOVE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION WILL PROVIDE COPIES OF ITS CERTIFICATE OF INCORPORATION, BYLAWS (WHICH INCLUDE THE CONFLICT OF INTEREST POLICY) AND THE AUDITED FINANCIAL STATEMENTS UPON REQUEST.
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 62,412. ADJUSTMENT TOTAL TO FORM 990, PART XI, LINE 5: 62,412.CHANGES IN NET ASSETS OR FUND BALANCES:
THIS PROCESS HAS NOT CHANGED SINCE THE PREVIOUS YEAR.

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