AMERICAN SYMPHONY ORCHESTRA LEAGUE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SYMPHONY ORCHESTRA LEAGUE (EIN 23-7300636)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-04-12
- IRS object ID
- 201321039349300117
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-12T12:59:26-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH & SHRON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237300636 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SYMPHONY ORCHESTRA LEAGUE | BusinessNameLine1 |
| Business Name Line2 | D/B/A LEAGUE OF AMERICAN ORCHESTRAS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 2122625161 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 WEST 60TH STREET 5TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JESSE ROSEN | Name |
| Title | PRES/CEO | Title |
| Phone | 2122625161 | Phone |
| Date Signed | 2013-04-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT LYONS | Name |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAGUE OF AMERICAN ORCHESTRAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JESSE ROSEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 WEST 60TH STREET 5TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7793625 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AMERICANORCHESTRAS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE LEAGUE OF AMERICAN ORCHESTRAS IS TO LEAD, ENCOURAGE, SUPPORT AND SERVE ORCHESTRAS AS THEY ASSURE THE VITALITY OF THE MUSICAL EXPERIENCE, STRENGTHEN THE ENTIRE ORCHESTRAL ORGANIZATION AND DEEPEN THEIR CONNECTIONS WITH THEIR PUBLIC AND THEIR COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 54 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 52 | NbrIndependentVotingMembers |
| Total Nbr Employees | 38 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 343407 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3250341 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6543050 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 749766 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 875275 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 144460 | InvestmentIncomePriorYear |
| Investment Income Current Year | 84300 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14066 | OtherRevenuePriorYear |
| Other Revenue Current Year | 31138 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4158633 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7533763 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 117092 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 95871 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3349113 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3318731 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 841522 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2523160 | OtherExpensePriorYear |
| Other Expenses Current Year | 2855171 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5989365 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6269773 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1830732 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1263990 | RevenuesLessExpensesCY |
| Total Assets BOY | 7101129 | TotalAssetsBOY |
| Total Assets EOY | 8908362 | TotalAssetsEOY |
| Total Liabilities BOY | 1220715 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1217087 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5880414 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7691275 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE LEAGUE OF AMERICAN ORCHESTRAS IS TO LEAD, ENCOURAGE, SUPPORT AND SERVE ORCHESTRAS AS THEY ASSURE THE VITALITY OF THE MUSICAL EXPERIENCE, STRENGTHEN THE ENTIRE ORCHESTRAL ORGANIZATION AND DEEPEN THEIR CONNECTIONS WITH THEIR PUBLIC AND THEIR COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1799716 | Expense |
| Grants | 95871 | Grants |
| Revenue | 531868 | Revenue |
| Description | LEARNING AND LEADERSHIP DEVELOPMENTTHE LEAGUE OFFERS A VARIETY OF SEMINARS, FELLOWSHIPS, MENTORING CIRCLES, ONLINE LEARNING, AND MEETINGS THROUGH WHICH ORCHESTRA STAFF, BOARD MEMBERS, MUSICIANS, AND VOLUNTEERS CAN BUILD VALUABLE LEADERSHIP SKILLS TO ADDRESS THEIR ORCHESTRAS' SHORT- AND LONG-TERM CHALLENGES AND EVALUATE AND IMPROVE GOVERNANCE PRACTICE. THE ANNUAL NATIONAL CONFERENCE OFFERS ADDITIONAL OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT WHILE PROVIDING A FORUM TO DISCUSS EMERGING ISSUES AND TRENDS, EXCHANGE IDEAS, AND MODEL POSSIBLE SOLUTIONS TO COMMON PROBLEMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1155389 | Expense |
| Description | COMMUNICATIONS AND PUBLIC RELATIONSTHE LEAGUE PROVIDES ORCHESTRAS AND INDIVIDUALS WITH UPDATES AND NEWS ABOUT THE FIELD; DEVELOPS STRATEGIC MESSAGING ABOUT THE PUBLIC VALUE OF ORCHESTRAS, FOR USE NATIONALLY AND BY ORCHESTRAS LOCALLY; FURNISHES FIELD-WIDE DATA AND CONTEXT TO JOURNALISTS; AND PROVIDES MEDIA RELATIONS GUIDANCE TO ORCHESTRAS NATIONWIDE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 278296 | Expense |
| Description | RESEARCH AND DEVELOPMENTTHE LEAGUE EQUIPS ORCHESTRAS WITH INDUSTRY-SPECIFIC RESEARCH AND INFORMATION TO FUEL INNOVATION AND PROVIDES THE DATA AND INFORMATION THEY NEED TO MAKE KEY DECISIONS. THE LEAGUE ALSO CONDUCTS, ANALYZES, AND DISSEMINATES A RANGE OF SURVEYS-FROM QUICK QUESTIONS FOCUSING ON SPECIFIC ISSUES, TO ANNUAL, IN-DEPTH STUDIES. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 373263 | ADVOCACYTHE LEAGUE REPRESENTS THE INTERESTS OF AMERICAN ORCHESTRAS TO MEMBERS OF CONGRESS AND THE EXECUTIVE BRANCH ON ISSUES AFFECTING THE ORCHESTRA FIELD; DISTRIBUTES UPDATES ON PENDING LEGISLATION, WITH RECOMMENDATIONS FOR LOCAL ACTION; AND PROVIDES ASSISTANCE TO ORCHESTRAS TO BUILD THEIR CAPACITY FOR LOCAL AND STATE ADVOCACY. |
| 584251 | MEMBER SERVICESTHE LEAGUE PROVIDES MORE THAN 900 MEMBERS WITH EXTENSIVE INFORMATION ABOUT THE FIELD, INCLUDING TRENDS, OPEN POSITIONS AND NEW APPOINTMENTS AND THE MANY OTHER ACTIVITIES OF THE NATION'S ORCHESTRAS. MEMBERS ARE INVITED TO PARTICIPATE IN LIST-SERVES, A CONFIDENTIAL SPACE WHERE THEY CAN SHARE THEIR EXTENSIVE KNOWLEDGE AND LEARN ABOUT BEST PRACTICES THROUGHOUT THE FIELD. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 957514 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 4190915 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 38 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 54 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 52 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN LISNER COO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6468224048 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 WEST 60TH STREET 5TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (59 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BURTON ALTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ALBERTA ARTHURS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRENT ASSINK | ||||||
| DIRECTOR | 2.00 | X | 14500 | 0 | 0 | |
| AUDREY G BAIRD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR MALCOLM MCDOUGAL BROWN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN B CANNING | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KATHERINE CARLETON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROLAND M CARTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD M CISEK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MELANIE CLARKE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PETER D CUMMINGS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GLORIA DEPASQUALE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| HELEN J DEVOS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| AARON DWORKIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BEVERLYNN ELLIOT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANGELO FATTA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR AARON FLAGG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID V FOSTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| EDWARD B GILL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARIAN GODFREY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CAROLE HAAS GRAVAGNO | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JIM HASLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN HAYES | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JENNIFER HIGDON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RHONDA HUNSINGER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARK JUNG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| WENDY KELMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CAMILLE LABARRE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT LEVINE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| HUGH W LONG PHD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAMES MABIE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ZARIN MEHTA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID ALAN MILLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN J PALMER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| STEVE PARRISH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANNE PARSONS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARY PATTON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| STEVEN PAYNE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT PEISER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD T PRINS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT B ROSOFF | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DEBRA RUTTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CYNTHIA M SARGENT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| HELEN P SHAFFER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAMIE STEINEMANN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PENNY VAN HORN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT J WAGNER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHRISTINE J WARD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ALBERT K WEBSTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRUCE E CLINTON | ||||||
| DIR/TREASURER | 4.00 | X | 0 | 0 | 0 | X |
| CATHERINE MOYE | ||||||
| DIRECTOR/SECRETARY | 4.00 | X | 0 | 0 | 0 | X |
| LOWELL J NOTEBOOM | ||||||
| DIRECTOR/CHAIR | 4.00 | X | 6785 | 0 | 0 | X |
| PATRICIA A RICHARDS | ||||||
| DIRECTOR/VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| JESSE ROSEN | ||||||
| PRESIDENT AND CEO | 40.00 | X | 274097 | 0 | 7015 | X |
| RUSSELL JONES | ||||||
| VP MKTING/MEMBERSHIP | 40.00 | 145253 | 0 | 10024 | X | |
| PAULA KAHN | ||||||
| VP LEARNING/LDRSHIP DEV | 40.00 | 162265 | 0 | 12619 | X | |
| JUDITH KURNICK | ||||||
| VP STRATEGIC COMM. | 40.00 | 132431 | 0 | 17846 | X | |
| STEPHEN LISNER | ||||||
| COO | 40.00 | 151199 | 0 | 12395 | X | |
| HEATHER NOONAN | ||||||
| VP ADVOCACY | 40.00 | 122808 | 0 | 20239 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1009338 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 80138 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAY GOLAN | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 390 4TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | FUNDRAISING SERVICES | DescriptionOfServices |
| Compensation | 183600 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 1726142 | MembershipDues |
| Government Grants | 138405 | GovernmentGrants |
| All Other Contributions | 4678503 | AllOtherContributions |
| Total Contributions | 6543050 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEETINGS AND SEMINARS | 900099 | 531868 | 531868 | |
| SYMPHONY MAGAZINE | 541800 | 343407 | 343407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 875275 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84935 | TotalRevenueColumn |
| Exclusion | $84,935 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1875 | TotalRevenueColumn |
| Exclusion | $1,875 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 259227 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 259862 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -635 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -635 | TotalRevenueColumn |
| Exclusion | -$635 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 29263 | TotalRevenueColumn |
| Exclusion | $29,263 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 29263 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7533763 | TotalRevenueColumn |
| Related Or Exempt Function Income | 531868 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 343407 | UnrelatedBusinessRevenue |
| Exclusion | $115,438 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52500 | Total |
| Program Services | 52500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43371 | Total |
| Program Services | 43371 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089476 | Total |
| Program Services | 871070 | ProgramServices |
| Management And General | 218406 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1835450 | Total |
| Program Services | 1269337 | ProgramServices |
| Management And General | 211583 | ManagementAndGeneral |
| Fundraising | 354530 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213638 | Total |
| Program Services | 142784 | ProgramServices |
| Management And General | 24173 | ManagementAndGeneral |
| Fundraising | 46681 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180167 | Total |
| Program Services | 131686 | ProgramServices |
| Management And General | 25905 | ManagementAndGeneral |
| Fundraising | 22576 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42398 | Total |
| Program Services | 4480 | ProgramServices |
| Management And General | 37918 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40000 | Total |
| Management And General | 40000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14862 | Total |
| Program Services | 8685 | ProgramServices |
| Management And General | 6177 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 577148 | Total |
| Program Services | 380740 | ProgramServices |
| Fundraising | 196408 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329777 | Total |
| Program Services | 248011 | ProgramServices |
| Management And General | 22793 | ManagementAndGeneral |
| Fundraising | 58973 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599032 | Total |
| Program Services | 408820 | ProgramServices |
| Management And General | 115283 | ManagementAndGeneral |
| Fundraising | 74929 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154806 | Total |
| Program Services | 131807 | ProgramServices |
| Management And General | 15439 | ManagementAndGeneral |
| Fundraising | 7560 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285169 | Total |
| Program Services | 216650 | ProgramServices |
| Management And General | 26359 | ManagementAndGeneral |
| Fundraising | 42160 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119249 | Total |
| Program Services | 73842 | ProgramServices |
| Management And General | 22929 | ManagementAndGeneral |
| Fundraising | 22478 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11799 | Total |
| Program Services | 5712 | ProgramServices |
| Management And General | 5044 | ManagementAndGeneral |
| Fundraising | 1043 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 375526 | 375526 | ||
| PRINTING AND PRODUCTION | 153130 | 521 | 144305 | 8304 |
| BANK CHARGES AND FEES | 87784 | 78645 | 9139 | |
| POSTAGE AND DELIVERY | 46700 | 2685 | 41181 | 2834 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17791 | Total |
| Program Services | 6795 | ProgramServices |
| Management And General | 7950 | ManagementAndGeneral |
| Fundraising | 3046 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6269773 | Total |
| Program Services | 4190915 | ProgramServices |
| Management And General | 1237336 | ManagementAndGeneral |
| Fundraising | 841522 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300 | BOY |
| EOY | 300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177559 | BOY |
| EOY | 173569 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2007100 | BOY |
| EOY | 3561085 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 608552 | BOY |
| EOY | 564333 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66000 | BOY |
| EOY | 46064 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2236374 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1917151 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 397987 | BOY |
| EOY | 319223 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3732050 | BOY |
| EOY | 4103735 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111581 | BOY |
| EOY | 140053 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7101129 | BOY |
| EOY | 8908362 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167908 | BOY |
| EOY | 123340 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666321 | BOY |
| EOY | 916332 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386486 | BOY |
| EOY | 177415 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1220715 | BOY |
| EOY | 1217087 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -87853 | BOY |
| EOY | -66441 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2207136 | BOY |
| EOY | 3996585 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3761131 | BOY |
| EOY | 3761131 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5880414 | BOY |
| EOY | 7691275 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7101129 | BOY |
| EOY | 8908362 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1263990 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 546871 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9164257 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5136079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3448969 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3784128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7074918 | CurrentTaxYear |
| Total | 28608351 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9164257 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5136079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3448969 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3784128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7074918 | CurrentTaxYear |
| Total | 28608351 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2429918 | AmountsSubstContributorsTotal |
| Public Support Total170 | 26178433 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 161265 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 146967 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106692 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 94445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31138 | CurrentTaxYear |
| Total | 540507 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 307693 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 273809 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 225947 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 215979 | CurrentTaxYearMinus1Year |
| Current Tax Year | 343407 | CurrentTaxYear |
| Total | 1366835 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1063 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 98110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33602 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11811 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29263 | CurrentTaxYear |
| Total | 173849 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 30689542 | TotalSupport |
| Public Support Pertcentage170 | 0.85300 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88260 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8084 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 73881 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 81965 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6187808 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6269773 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 463489 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 115872 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 581715 | CurrentYearMinus3 |
| Current Year Minus2 | 480223 | CurrentYearMinus2 |
| Current Year Minus1 | 449468 | CurrentYearMinus1 |
| Current Year | 463489 | CurrentYear |
| Total | 1974895 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,962,343 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 71950 | CurrentYearMinus3 |
| Current Year Minus2 | 73911 | CurrentYearMinus2 |
| Current Year Minus1 | 74688 | CurrentYearMinus1 |
| Current Year | 81965 | CurrentYear |
| Total | 302514 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 145429 | CurrentYearMinus3 |
| Current Year Minus2 | 120056 | CurrentYearMinus2 |
| Current Year Minus1 | 112367 | CurrentYearMinus1 |
| Current Year | 115872 | CurrentYear |
| Total | 493724 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $740,586 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 12377 | CurrentYearMinus3 |
| Current Year Minus2 | 12325 | CurrentYearMinus2 |
| Current Year Minus1 | 10425 | CurrentYearMinus1 |
| Current Year | 8084 | CurrentYear |
| Total | 43211 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | THE LEAGUE CONDUCTED DIRECT LOBBYING ON BEHALF OF ITS CONSTITUENT ORCHESTRA MEMBERS AROUND BUDGET AND APPROPRIATIONS FOR NATIONAL ENDOWMENT FOR THE ARTS AND ARTS EDUCATION PROGRAMMING AND ITS INCLUSION OF SUPPORT FOR IT IN THE REAUTHORIZATION OF THE ELEMENTARY AND SECONDARY EDUCATION ACT. LEAGUE STAFF WERE ALSO INVOLVED IN EFFORTS AROUND VISA AND TAX REQUIREMENTS FOR INTERNATIONAL GUEST ARTISTS, SUPPORT FOR THE ARTS, CHARITABLE GIVING INCENTIVES, PROTECTING THE USE OF WIRELESS MICROPHONES AND SUPPORT FOR NONPROFIT RELIEF. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3911558 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 586521 | InvestmentEarningsOrLosses |
| Other Expenditures | 279980 | OtherExpenditures |
| End Of Year Balance | 4218091 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3918336 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -6778 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3911558 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3761131 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 333596 | InvestmentEarningsOrLosses |
| Other Expenditures | 176391 | OtherExpenditures |
| End Of Year Balance | 3918336 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3761131 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 52969 | InvestmentEarningsOrLosses |
| Other Expenditures | 52969 | OtherExpenditures |
| End Of Year Balance | 3761131 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.89000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 904923 | OtherCostOrOtherBasis |
| Depreciation | 904923 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 214244 | OtherCostOrOtherBasis |
| Depreciation | 205724 | Depreciation |
| Book Value | 8520 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1117207 | OtherCostOrOtherBasis |
| Depreciation | 806504 | Depreciation |
| Book Value | 310703 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 319223 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $177,415 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 177415 | TotalOfAmounts |
| Total Revenue | 7533763 | TotalRevenue |
| Total Expenses | 6269773 | TotalExpenses |
| Excess Or Deficit For Year | 1263990 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 546871 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 546871 | TotalAdjustments |
| Excess Or Deficit Per FS | 1810861 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8080634 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 546871 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 546871 | RevenueNotRptdF990 |
| Revenue Subtotal | 7533763 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7533763 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6269773 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6269773 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6269773 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE LEAGUE'S ENDOWMENT INVESTMENT POLICY IS TO INVEST ASSETS INTO INVESTMENT INSTRUMENTS APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, OR THE INVESTMENT COMMITTEE SUBCOMMITTEE THEREOF, WITH THE ALLOCATION OF FUNDS BASED UPON SPECIFIED TARGET PERCENTAGES (OR RANGE OF TARGET PERCENTAGES) FOR EACH TYPE OF INVESTMENT INSTRUMENT. THE OVERALL INVESTMENT OBJECTIVE IS TO MAXIMIZE THE TOTAL RETURN FROM INCOME (DIVIDENDS AND INTEREST) AND THE APPRECIATION OF INVESTMENTS. ANY INCOME ON THE ENDOWMENT FUNDS AND ANY INCREASE IN VALUE OVER THE HISTORICAL DOLLAR VALUE AT THE TIME OF THE DONATION ARE GENERALLY TRANSFERRED TO GENERAL OPERATING FUNDS WITHIN THE YEAR EARNED FOR PROGRAM PURPOSES, INCLUDING, WHERE REQUIRED, THE PURPOSE AUTHORIZED BY THE RELEVANT CONTRIBUTIONS TO THE ENDOWMENT. CURRENTLY IT IS THE POLICY OF THE BOARD OF DIRECTORS THAT TRANSFERS FROM THE ENDOWMENT FUNDS DO NOT DEPLETE THE VALUE OF THE ENDOWMENT FUNDS BELOW HISTORICAL DOLLAR VALUE AT THE TIME OF DONATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE LEAGUE HAS NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2012 AND 2011 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ("INCOME TAXES"), WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN POSITIONS. THE LEAGUE IS NO LONGER SUBJECT TO FEDERAL OR STATE AND LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2009. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| FORT WORTH SYMPHONY | |||||||
| 330 EAST 4TH STREET SUITE 200 | FORT WORTH | TX | 76102 | 756004761 | 501(C)(3) | 12500 | FELLOWSHIPS/HONORARIA |
| KALAMAZOO SYMPHONY ORCHESTRA | |||||||
| 359 SOUTH KALAMAZOO MALL | KALAMAZOO | MI | 49007 | 386005710 | 501(C)(3) | 6500 | FELLOWSHIPS/HONORARIA |
| NATIONAL PHILHARMONIC ORCHESTRA | |||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | 521361650 | 501(C)(3) | 6500 | FELLOWSHIPS/HONORARIA |
| SPHINX ORGANIZATION | |||||||
| 400 RENAISSANCE CENTER SUITE 2550 | DETROIT | MI | 48423 | 383283759 | 501(C)(3) | 10000 | FELLOWSHIPS/HONORARIA |
| THE CENTRAL OHIO SYMPHONY ORCHESTRA | |||||||
| PO BOX 619 | DELAWARE | OH | 43015 | 311009672 | 501(C)(3) | 6600 | FELLOWSHIPS/HONORARIA |
| WHATCOM SYMPHONY ORCHESTRA | |||||||
| PO BOX 5892 | BELLINGHAM | WA | 98227 | 911003176 | 501(C)(3) | 6200 | FELLOWSHIPS/HONORARIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 6 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| PANELISTS FOR METLIFE GOVERNANCE | 7 | 3500 |
| HELEN THOMPSON AWARDS | 1 | 2500 |
| ORCHESTRA MANAGEMENT PROGRAM PROFESSIONAL DEVELOPMENT STIPENDS | 4 | 19141 |
| WOMEN CONDUCTING | 3 | 17480 |
| CRITICAL ISSUES WORKGROUP | 5 | 750 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE LEAGUE PROVIDES AWARDS AND GRANT FUNDING UPON THE GRANTEES' SUBMISSION OF RECEIPTS AND REPORTS THAT DOCUMENT THE SATISFACTION OF THE AWARD/GRANT REQUIREMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JESSE ROSEN | |||||||||||||
| 274097 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7015 | 0 | 281112 | 0 | 310882 | 0 |
| RUSSELL JONES | |||||||||||||
| 145253 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10024 | 0 | 155277 | 0 | 156511 | 0 |
| PAULA KAHN | |||||||||||||
| 162265 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12619 | 0 | 174884 | 0 | 183420 | 0 |
| JUDITH KURNICK | |||||||||||||
| 132431 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 17846 | 0 | 150277 | 0 | 159316 | 0 |
| STEPHEN LISNER | |||||||||||||
| 151199 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12395 | 0 | 163594 | 0 | 163421 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS MAY ELECT ONE OR MORE MEMBERS TO THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THOSE ACTIONS THAT WOULD HAVE A SIGNIFICANT IMPACT ON THE LEAGUE'S ORGANIZATIONAL OPERATIONS ARE SUBJECT TO THE APPROVAL OF ITS MEMBERSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT REVIEWS THE 990 DRAFT IN DETAIL BEFORE SUBMITTING IT TO THE CEO WHO THEN REVIEWS IT IN DETAIL. ONCE APPROVED BY MANAGEMENT, THE DRAFT 990 IS THE SENT TO THE ENTIRE BOARD WITH A COMMENT PERIOD. ONCE THE REVIEW PERIOD EXPIRES AND, IF THERE ARE NO CHANGES, THE FORM IS FILED WITH THE IRS. IF CHANGES ARE REQUIRED, THE FORM IS UPDATED AND FILED WITH THE IRS PRIOR TO ITS DUE DATE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | FINANCIAL STATEMENTS ARE PUBLISHED ON THE LEAGUE'S WEBSITE AND ARE ALSO AVAILABLE ON GUIDESTAR. THESE MATERIALS ARE MADE AVAILABLE TO ALL MEMBERS AT THE LEAGUE'S ANNUAL MEETING WHICH IS HELD AS PART OF ITS ANNUAL CONFERENCE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A STUDY WAS DONE TO DETERMINE THE PROPER COMPENSATION FOR THE CEO WHEN HIS CONTRACT WAS SIGNED IN 2008. THE FULL BOARD APPROVED THE CONTRACT. FOR OTHER KEY EMPLOYEES HIRED DURING THE YEAR, THE ORGANIZATION ESTABLISHES SALARY LEVELS THAT ARE COMPARABLE TO THE LARGER ORCHESTRAS THROUGHOUT THE US. THE FULL BOARD ALSO APPROVES SALARIES OF KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS APPEAR ON THE LEAGUE'S WEBSITE. COPIES ARE ALSO MADE AVAILABLE TO ALL MEMBERS AT THE LEAGUE'S ANNUAL MEETING WHICH IS HELD DURING THE ANNUAL CONFERENCE. COPIES ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAIN ON INVESTMENTS 546,871. TOTAL TO FORM 990, PART XI, LINE 5: 546,871. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE OF THE BOARD OF DIRECTORS THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE EXTERNAL AUDIT AND SELECTION/RETENTION OF THE EXTERNAL AUDITORS ON AN ANNUAL BASIS. |
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