YOUNGSTOWN SYMPHONY SOCIETY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- YOUNGSTOWN SYMPHONY SOCIETY INC (EIN 34-0639988)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-04
- IRS object ID
- 201330359349300603
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-04T09:07:16-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341451668 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNESS GERLACH & WILLIAMS CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3827 | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 445133827 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340639988 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNGSTOWN SYMPHONY SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YOUN | NameControl |
| Phone | 3307444269 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 FEDERAL PLAZA WEST | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44503 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA SYAK | Name |
| Title | PRESIDENT | Title |
| Phone | 3307444269 | Phone |
| Date Signed | 2013-01-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES E SHIBBLE CPA | Name |
| PTIN | P00745560 | PTIN |
| Phone | 3307585716 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICIA SYAK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 FEDERAL PLAZA WEST | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3243987 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| All Affiliates Included | 1 | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.YOUNGSTOWNSYMPHONY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | CULTURAL DEVELOPMENT & ENTERTAINMENT | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 237 | TotalNbrEmployees |
| Total Nbr Volunteers | 258 | TotalNbrVolunteers |
| Total Gross UBI | 1410 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 418419 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 634085 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 920773 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 928412 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 93892 | InvestmentIncomePriorYear |
| Investment Income Current Year | 220539 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -8713 | OtherRevenuePriorYear |
| Other Revenue Current Year | -5070 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1424371 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1777966 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 582333 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 641032 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 56298 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1484866 | OtherExpensePriorYear |
| Other Expenses Current Year | 1363048 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2067199 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2004080 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -642828 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -226114 | RevenuesLessExpensesCY |
| Total Assets BOY | 11382270 | TotalAssetsBOY |
| Total Assets EOY | 10960427 | TotalAssetsEOY |
| Total Liabilities BOY | 345174 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 324859 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11037096 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10635568 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE YOUNGSTOWN SYMPHONY SOCIETY IS TO INCREASE THE APPRECIATION FOR AND FAMILIARITY WITH FINE MUSIC, TO ENSURE THE CONTINUED PRESENTATION OF TRADITIONAL SYMPHONIC REPERTOIRE BY THE YOUNGSTOWN SYMPHONY ORCHESTRA WHILE ENCOURAGING THE ESTABLISHMENT OF AMERICAN AND CONTEMPORARY MUSIC AND ADDRESSING THE NEEDS OF A VARIED COMMUNITY. IT IS ALSO THE SOCIETY'S MISSION TO MAINTAIN THE DEYOR PERFORMING ARTS CENTER AND TO PROVIDE AN APPROPRIATE FACILITY TO THE COMMUNITY FOR PERFORMANCES, MEETINGS AND CELEBRATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 731639 | Expense |
| Revenue | 858532 | Revenue |
| Description | THE SOCIETY PROVIDES THE YOUNGSTOWN AREA WITH CULTURAL DEVELOPMENT & ENTERTAINMENT THROUGH PRODUCTION OF A SERIES OF CONCERTS AS WELL AS THROUGH VARIOUS CHILDREN'S PERFORMANCES AND SPECIAL EVENTS. | Description |
| Total Program Service Expense | 731639 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | 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 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 237 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 0 | PoliciesReferenceChapters |
| 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 | 0 | 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 | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA SYAK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3307444269 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 FEDERAL PLAZA WEST | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JAMES J BAKER | ||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 |
| GARY G BALOG | ||||||
| CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| CAROL J DEBONIS | ||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 |
| KAREN H ABRAMS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LISA NAGY-BAKER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CAROLE BERTOLINI | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JAMES L BLOMSTROM | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LEWIS P KASPER | ||||||
| VICE CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| STEPHANIE HUNTER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MERCY KOMAR | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| PAUL JOHNSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LYNN KASPER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DIANE YAZVAC | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| GINA AGRESTA RICHARDSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RICHARD L SHAFER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LINDA SISEK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| FLORENCE WANG | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DR CYNTHIA ANDERSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DR YT CHIU JR MD | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MR JAMES L DUNLAP | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MARY PLACE THOMAS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RORI H ZOLDAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| PATRICIA C SYAK | ||||||
| PRESIDENT/CEO | 40.00 | X | 75000 | 0 | 311 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 75000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 311 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 14595 | GovernmentGrants |
| All Other Contributions | 619490 | AllOtherContributions |
| Total Contributions | 634085 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TICKET SALES & SUBSCRI | 711190 | 423067 | 423067 | |
| FACILITY RENTAL | 711190 | 183928 | 183928 | |
| OVERTURE INCOME | 722100 | 167495 | 167495 | |
| CONCESSIONS | 711190 | 68470 | $68,470 | |
| SPECIAL PERFORMANCE RE | 711190 | 41282 | 41282 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44170 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42760 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1410 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 928412 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 74715 | TotalRevenueColumn |
| Exclusion | $74,715 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1590130 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1444306 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 145824 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145824 | TotalRevenueColumn |
| Exclusion | $145,824 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16275 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 21715 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5440 | TotalRevenueColumn |
| Exclusion | -$5,440 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BWC REFUNDS | Description |
| Business Code | 524298 | BusinessCode |
| Total Revenue Column | 370 | TotalRevenueColumn |
| Exclusion | $370 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 370 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1777966 | TotalRevenueColumn |
| Related Or Exempt Function Income | 858532 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1410 | UnrelatedBusinessRevenue |
| Exclusion | $283,939 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75311 | Total |
| Management And General | 30311 | ManagementAndGeneral |
| Fundraising | 45000 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500759 | Total |
| Program Services | 351278 | ProgramServices |
| Management And General | 149481 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14591 | Total |
| Management And General | 14591 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50371 | Total |
| Program Services | 32669 | ProgramServices |
| Management And General | 13202 | ManagementAndGeneral |
| Fundraising | 4500 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4498 | Total |
| Management And General | 4498 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17470 | Total |
| Management And General | 17470 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33605 | Total |
| Management And General | 33605 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13194 | Total |
| Management And General | 13194 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98468 | Total |
| Program Services | 98337 | ProgramServices |
| Fundraising | 131 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119706 | Total |
| Program Services | 33832 | ProgramServices |
| Management And General | 82488 | ManagementAndGeneral |
| Fundraising | 3386 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4654 | Total |
| Program Services | 4654 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372622 | Total |
| Management And General | 372622 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1274 | Total |
| Management And General | 1274 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326082 | Total |
| Management And General | 326082 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3345 | Total |
| Program Services | 3345 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| RESTAURANT MANAGEMENT F | 97632 | 97632 | |
| SPECIAL PERFORMANCES - | 83624 | 83624 | |
| GUEST ARTISTS/CONDUCTOR | 80100 | 80100 | |
| SUPPLIES | 59693 | 59693 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47081 | Total |
| Program Services | 43800 | ProgramServices |
| Fundraising | 3281 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2004080 | Total |
| Program Services | 731639 | ProgramServices |
| Management And General | 1216143 | ManagementAndGeneral |
| Fundraising | 56298 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12906 | BOY |
| EOY | 7533 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 381152 | BOY |
| EOY | 441166 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13100 | BOY |
| EOY | 7298 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13864 | BOY |
| EOY | 16710 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6164 | BOY |
| EOY | 8333 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11765 | BOY |
| EOY | 7564 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12537254 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5015663 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7816060 | BOY |
| EOY | 7521591 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3117259 | BOY |
| EOY | 2940232 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 10000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11382270 | BOY |
| EOY | 10960427 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149123 | BOY |
| EOY | 109263 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196051 | BOY |
| EOY | 215596 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345174 | BOY |
| EOY | 324859 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9760901 | BOY |
| EOY | 9491924 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1276195 | BOY |
| EOY | 1143644 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11037096 | BOY |
| EOY | 10635568 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11382270 | BOY |
| EOY | 10960427 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -226114 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -175414 | 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 | 692306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 496194 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1250550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 418419 | CurrentTaxYearMinus1Year |
| Current Tax Year | 634085 | CurrentTaxYear |
| Total | 3491554 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 692306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 496194 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1250550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 418419 | CurrentTaxYearMinus1Year |
| Current Tax Year | 634085 | CurrentTaxYear |
| Total | 3491554 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3491554 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 128174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102004 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88297 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73294 | CurrentTaxYearMinus1Year |
| Current Tax Year | 74715 | CurrentTaxYear |
| Total | 466484 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3958038 | TotalSupport |
| Gross Receipts From Admissions Etc | 4897770 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.88210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87860 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3350232 | BeginningOfYearBalance |
| Contributions | 1005419 | Contributions |
| Investment Earnings Or Losses | 11504 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1141176 | AdministrativeExpenses |
| End Of Year Balance | 3225979 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3183901 | BeginningOfYearBalance |
| Contributions | 192896 | Contributions |
| Investment Earnings Or Losses | 531440 | InvestmentEarningsOrLosses |
| Administrative Expenses | 558005 | AdministrativeExpenses |
| End Of Year Balance | 3350232 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3189268 | BeginningOfYearBalance |
| Contributions | 87536 | Contributions |
| Investment Earnings Or Losses | 317628 | InvestmentEarningsOrLosses |
| Administrative Expenses | 410531 | AdministrativeExpenses |
| End Of Year Balance | 3183901 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4194220 | BeginningOfYearBalance |
| Contributions | 344000 | Contributions |
| Investment Earnings Or Losses | -438476 | InvestmentEarningsOrLosses |
| Other Expenditures | 307392 | OtherExpenditures |
| Administrative Expenses | 603084 | AdministrativeExpenses |
| End Of Year Balance | 3189268 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.64550 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.35450 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100000 | OtherCostOrOtherBasis |
| Book Value | 100000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11769948 | OtherCostOrOtherBasis |
| Depreciation | 4359300 | Depreciation |
| Book Value | 7410648 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 667306 | OtherCostOrOtherBasis |
| Depreciation | 656363 | Depreciation |
| Book Value | 10943 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7521591 | TotalOfBookValueLandBuildings |
| Total Revenue | 1777966 | TotalRevenue |
| Total Expenses | 2004080 | TotalExpenses |
| Excess Or Deficit For Year | -226114 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -175414 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -175414 | TotalAdjustments |
| Excess Or Deficit Per FS | -401528 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1575279 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -175414 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -175414 | RevenueNotRptdF990 |
| Revenue Subtotal | 1750693 | RevenueSubtotal |
| Other Revenues Not Included | 27273 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 27273 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1777966 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1970475 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1970475 | ExpensesSubtotal |
| Other Expenses Not Included | 33605 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 33605 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2004080 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE HELD FOR THE LONG-TERM PRESERVATION OF THE SYMPHONY FACILITIES AND TO SUPPORT THE ACTIVITIES OF THE YOUNGSTOWN SYMPHONY SOCIETY, INC. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | DURING 2009, THE ORGANIZATION ADOPTED THE PROVISIONS OF "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" WHICH PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE AMOUNT OF BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ACCRUED RELATED TO UNRECOGNIZED TAX UNCERTAINTIES, IF ANY, IN INCOME TAX EXPENSE. AS A RESULT OF THE IMPLEMENTATION OF THIS STANDARD, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. |
| PART XII, LINE 4B CONSISTS OF INVESTMENT TRUST FEES OF $33,605 LESS NET LOSS FROM AFFILIATES OF $6,332. PART XIII, LINE 4B CONSISTS OF INVESTMENT TRUST FEES OF $33,605. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WOMENS COMMITTEE CHILDRENS CONCERTS | NameOfEvent1 |
| Gross Receipts Event1 | 15275 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 15275 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 15008 | OtherDirectExpensesEvent1 |
| Name Of Event2 | YOUNGSTOWN SYMPHONY YOUTH ORCHESTRA | NameOfEvent2 |
| Gross Receipts Event2 | 1000 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 1000 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 6707 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 16275 | GrossReceiptsTotal |
| Gross Revenue Total Events | 16275 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 21715 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 21715 | DirectExpenseSummaryEvents |
| Net Income Summary | -5440 | NetIncomeSummary |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GINA AGRESTA RICHARDSON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DIRECTOR/ATTORNEY | Relationship |
| Amount Of Transaction | 4498 | AmountOfTransaction |
| Description Of Transaction | LEGAL SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 10B | THE ORGANIZATION DOES NOT HAVE WRITTEN POLICIES AND PROCEDURES GOVERNING THE ACTIVITIES OF ITS AFFILIATES, BUT INSTEAD MONITORS THEIR OPERATIONS TO ENSURE CONSISTENCY WITH THOSE OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM AND A DRAFT COPY IS PROVIDED TO THE ORGANIZATION'S PRESIDENT, WHO DISTRIBUTES IT TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990, AND RECOMMENDS TO THE ENTIRE BOARD OF DIRECTORS THE APPROVAL OF FORM 990. ONCE THE BOARD COMMUNICATES THEIR APPROVAL, FORM 990 IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS REVIEW AND ACKNOWLEDGE THE POLICY ANNUALLY. AT THE BEGINNING OF EACH BOARD MEETING, THE PRESIDENT ASKS IF ANY MEMBER HAS A CONFLICT OF INTEREST DISCLOSURE, WHICH IS RECORDED IN THE MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY. COMPENSATION OF OTHER EMPLOYEES IS DETERMINED BY COLLECTIVE BARGAINING AGREEMENTS FOR THOSE THAT ARE PART OF A UNION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -175,414. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
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