2012-07-05T14:12:12-05:00 2011-08-31 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT SUITE 500 AUBURN HILLS MI 48326 990 2010-09-01 383277549 ORCHESTRA PLACE RENEWAL PARTNERSHIP ORCH 3135765100 3711 WOODWARD DETROIT MI 48201 ROZANNE KOKKO 3135765100 2012-06-28 1 LYNNE M HUISMANN 2483757100 2010 2016-02-24 21:20:13Z ANNE PARSONS 3711 WOODWARD DETROIT MI 48201 3632651 0 X N/A X 1996 MI DEVOTION OF RESOURCES TO THE ALLEVIATION OF POVERTY, UNEMPLOYMENT AND GENERAL DISTRESS BY SEEKING TO ATTRACT INVESTMENT AND DEVELOPMENT WITHIN THE EMPOWERMENT ZONE AREAS OF THE CITY OF DETROIT, MICHIGAN. EFFORTS TO REDEVELOP PROPERTY AND PROVIDE EMPLOYMENT TO THOSE AREAS AND PERSONS WITHIN THE ZONE ARE TARGETED PARTICULARLY TO THAT AREA KNOWN AS ORCHESTRA PLACE. ORCHESTRA PLACE RENEWAL PARTNERSHIP HAS DEVELOPED ORCHESTRA PLACE INTO A MULTI-CULTURAL ARTS AND EDUCATION CENTER IN A WAY THAT WILL SPRINGBOARD THE REVITALIZATION OF THE PROPERTY WITHIN THE ZONE. 8 0 0 0 0 0 0 0 3725071 3632651 0 0 0 0 3725071 3632651 662113 741854 0 0 0 0 0 0 0 2616706 2860750 3278819 3602604 446252 30047 20241801 19539258 18829092 18096752 1412709 1442506 NONE 0 0 741854 741854 0 TO SUPPORT DETROIT SYMPHONY ORCHESTRA, INC. THROUGH DEVELOPMENT OF ORCHESTRA PLACE INTO A MULTI-CULTURAL ARTS AND EDUCATION CENTER TO FURTHER REVITALIZE THE SURROUNDING AREA. 2860750 0 3632651 RENTAL OF PARKING DECK & BUILDING - OPERATING IN AN EMPOWERMENT ZONE TO ALLEVIATE POVERTY, UNEMPLOYMENT AND GENERAL DISTRESS WITHIN AN EMPOWERMENT ZONE IN THE CITY OF DETROIT. 3602604 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 MI X DONIELLE HARDY 3135765140 3711 WOODWARD DETROIT MI 48201 ARTHUR A WEISS 1.00 X X 0 0 0 STANLEY FRANKEL 1.00 X X 0 0 0 PAUL HUXLEY 1.00 X X 0 0 0 MARLIES CASTAING 1.00 X X 0 0 0 ANNE PARSONS 8.00 X X 0 303813 59778 GLENDA D PRICE 1.00 X X 0 0 0 BRUCE PETERSON 1.00 X X 0 0 0 PHILLIP FISHER 1.00 X X 0 0 0 0 303813 59778 0 0 1 0 CONTINUUM SERVICES LLC ONE TOWNE SQUARE STE 1680 SOUTHFIELD MI 48076 BUILDING ENGINEER & PROPERTY MANAGEMENT 210098 US SECURITY ASSOCIATES PO BOX 934948 ATLANTA GA 31193 SECURITY FOR BUILDING AND DECK 204253 REDICO LLC ONE TOWNE SQUARE STE 1600 SOUTHFIELD MI 48076 MANAGEMENT FEES AND WAGES 129012 MRES LLC PO BOX 674163 DETROIT MI 48267 UTILITY SERVICES 125848 NEW IMAGE BUILDING SERVICES 320 CHURCH STREET POTTERY PLACE MT CLEMENS MI 48043 CLEANING SERVICES 120784 6 RENTAL INCOME 532000 2845033 2845033 PARKING DECK REVENUE 812930 787618 787618 3632651 3632651 3632651 0 0 741854 741854 116655 116655 1211237 1211237 583343 583343 949515 949515 3602604 3602604 0 0 1341610 1627336 108836 74711 143936 125804 30694526 12994534 18647419 17699992 0 11415 20241801 19539258 230221 266892 400173 316918 18000000 17135000 198698 377942 18829092 18096752 X 1412709 1442506 1412709 1442506 20241801 19539258 X 30047 -250 X X 0 1 0 X 0 X X X 0 0 0 DETROIT SYMPHONY ORCHESTRA INC 381385132 7 0 1 1 741854 1 741854 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: DETROIT SYMPHONY ORCHESTRA, INC. IS THE SOLE MEMBER OF ORCHESTRA PLACE RENEWAL PARTNERSHIP AND RECEIVES SUPPORT ANNUALLY. 25847841 9344554 16503297 4006416 3610833 395573 70879 20545 50334 769390 18602 750788 17699992 INTERFUND PAYABLE 377942 377942 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE DSO AND OPRP ARE EXEMPT FROM FEDERAL TAXES ON INCOME UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE DSO, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE DSO IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEAR PRIOR TO AUGUST 31, 2007. 1 DETROIT SYMPHONY ORCHESTRA INC 3711 WOODWARD AVENUE DETROIT MI 48201 381385132 501(C)(3) 741854 TO SUPPORT THE DETROIT SYMPHONY ORCHESTRA, INC. 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FUNDS ARE USED TO SUPPORT THE DETROIT SYMPHONY ORCHESTRA, INC. THE BOARD OVERLAP BETWEEN THE DETROIT SYMPHONY ORCHESTRA, INC. AND ORCHESTRA PLACE RENEWAL PARTNERSHIP ALLOWS ORCHESTRA PLACE RENEWAL PARTNERSHIP TO ENSURE THE FUNDS ARE USED FOR THE PURPOSES INTENDED. 0 0 0 0 0 0 0 0 0 ANNE PARSONS 0 270000 0 0 0 33813 0 40312 0 19466 0 363591 0 0 DETROIT SYMPHONY ORCHESTRA INC RELATED 501(C)(3) ORGANIZATIONS 359800 ORCHESTRA PLACE RENEWAL PARTNERSHIP HAS 6 VOTING MEMBERS OF THE GOVERNING BODY. THESE 6 MEMBERS ARE ALSO ON THE BOARD OF A RELATED 501(C)(3) ORGANIZATION, DETROIT SYMPHONY ORCHESTRA, INC. DURING THE YEAR DETROIT SYMPHONY ORCHESTRA, INC. PAID RENT TO ORCHESTRA PLACE RENEWAL PARTNERSHIP. BECAUSE DETROIT SYMPHONY ORCHESTRA PAYS RENT TO ORCHESTRA PLACE RENEWAL PARTNERSHIP AND MORE THAN 35% OF ORCHESTRA PLACE RENEWAL PARTNERSHIP'S VOTES ARE IN THE HANDS OF BOARD MEMBERS OF THE RELATED 501(C)(3) ORGANIZATION, DETROIT SYMPHONY ORCHESTRA IS CONSIDERED AN INTERESTED PERSON FOR PURPOSES OF SCHEDULE L. 0 FORM 990, PART VI, SECTION A, LINE 6 DETROIT SYMPHONY ORCHESTRA, INC. IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A DETROIT SYMPHONY ORCHESTRA, INC. IS ENTITLED TO APPOINT ALL OF THE DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURN IS REVIEWED BY THE MEMBERS OF THE FINANCE STAFF, AS WELL AS BY THE PRESIDENT AND CEO OF THE DETROIT SYMPHONY ORCHESTRA, INC. PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALL DOCUMENTS ARE AVAILABLE TO FOUNDATIONS, CORPORATIONS, BOARD MEMBERS UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: TRANSFER TO RELATED ORGANIZATION -250. TOTAL TO FORM 990, PART XI, LINE 5: -250. AUDITED FINANCIAL STATEMENTS: FORM 990, PART XI, LINE 2C: ORCHESTRA PLACE RENEWAL PARTNERSHIP HAS AN ANNUAL CONSOLIDATED AUDIT THAT INCLUDES RELATED ENTITIES. THE DETROIT SYMPHONY ORCHESTRA, INC. AUDIT COMMITTEE SUPERVISES THE AUDIT PROCESS. COMPENSATION: FORM 990, PART VII: ANNE PARSONS IS COMPENSATED FOR HER ROLE AS PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE DETROIT SYMPHONY ORCHESTRA, INC. SHE DEVOTES 52 HOURS PER WEEK TO THE RELATED ORGANIZATION IN THIS POSITION. INDEPENDENT BOARD MEMBERS: FORM 990, PART VI, LINE 1B: ORCHESTRA PLACE RENEWAL PARTNERSHIP HAS 8 VOTING MEMBERS OF THE GOVERNING BODY. THESE 8 MEMBERS ARE ALSO ON THE BOARD OF A RELATED 501(C)(3) ORGANIZATION, DETROIT SYMPHONY ORCHESTRA, INC. DURING THE YEAR DETROIT SYMPHONY ORCHESTRA, INC. PAID RENT TO ORCHESTRA PLACE RENEWAL PARTNERSHIP AND THEREFORE NONE OF THE BOARD MEMBERS ARE CONSIDERED TO BE INDEPENDENT DUE TO DSO'S INCLUSION AS AN INTERESTED PERSON ON SCHEDULE L. CONFLICT OF INTEREST POLICY: FORM 990, PART VI, LINE 12: DETROIT SYMPHONY ORCHESTRA, INC. HAS A CONFLICT OF INTEREST POLICY THAT INCLUDES ORCHESTRA PLACE RENEWAL PARTNERSHIP. ANNUAL FORMS ARE REVIEWED BY STAFF, ANY ISSUES ARE TAKEN TO THE AUDIT COMMITTEE OF THE DETROIT SYMPHONY ORCHESTRA, INC. FOR REVIEW AND RESOLUTION. WHISTLEBLOWER POLICY: FORM 990, PART VI, LINE 13: DETROIT SYMPHONY ORCHESTRA, INC. HAS A WHISTLEBLOWER POLICY THAT INCLUDES ORCHESTRA PLACE RENEWAL PARTNERSHIP. THE PROCESS FOR DETERMINING COMPENSATION: FORM 990, PART VI, LINE 15: ORCHESTRA PLACE RENEWAL PARTNERSHIP DOES NOT COMPENSATE ANY OFFICERS DIRECTLY, BUT THE OFFICER THAT IS COMPENSATED BY THE RELATED PARTY IS SUBJECT TO THE COMPENSATION APPROVAL PROCESS AT THE DETROIT SYMPHONY ORCHESTRA, INC. DETROIT SYMPHONY ORCHESTRA INC 3711 WOODWARD AVENUE DETROIT MI 48201 381385132 MUSIC PERFORMANCE AND EDUCATION PROGRAMS MI 501(C)(3) 7 N/A 0 DSO ENDOWMENT TRUST FUND 611 WOODWARD AVENUE DETROIT MI 48226 237269970 INVESTMENT ACTIVITIES TO SUPPORT THE DETROIT SYMPHONY ORCHESTRA, INC. MI 501(C)(3) 11A DETROIT SYMPHONY ORCHESTRA INC 0 DSO ENDOWMENT TRUST FUND II 611 WOODWARD AVENUE DETROIT MI 48226 382609947 INVESTMENT ACTIVITIES TO SUPPORT THE DETROIT SYMPHONY ORCHESTRA, INC. MI 501(C)(3) 11A DETROIT SYMPHONY ORCHESTRA INC 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0