PORTLAND MAINE SYMPHONY ORCHESTRA: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
PORTLAND MAINE SYMPHONY ORCHESTRA (EIN 01-6006058)
Tax period
2010-08-01 to 2011-07-31
Filed
2012-06-12
IRS object ID
201211649349300636
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-06-12T07:32:46-05:00Timestamp
Tax Period End Date2011-07-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1RUNYON KERSTEEN OUELLETTEBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line120 LONG CREEK DRIVEAddressLine1
CitySOUTH PORTLANDCity
StateMEState
ZIP Code04106ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-08-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN016006058EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PORTLAND MAINE SYMPHONY ORCHESTRABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPORTNameControl
Phone2077736128Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3573AddressLine1
CityPORTLANDCity
StateMEState
ZIP Code041043573ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLISA M DIXONName
TitleEXECUTIVE DIRECTORTitle
Phone2077736128Phone
Date Signed2012-05-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLISA DUNBARName
Phone2077732986Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLISA M DIXONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 3573AddressLine1
CityPORTLANDCity
StateMEState
ZIP Code041043573ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3091582GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.PORTLANDSYMPHONY.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1938YearFormation
State Legal DomicileMEStateLegalDomicile
Activity Or Mission DescriptionPRESENTATION OF SYMPHONY PERFORMANCES. THE PORTLAND SYMPHONY ORCHESTRA (PSO) IS A PROFESSIONAL ORCHESTRA CHARTERED IN 1938, ASPIRING TO THE HIGHEST ARTISTIC QUALITY. SERVICING ITS CITY, STATE, AND NORTHERN NEW ENGLAND, ITS MISSION IS TO ENGAGE DIVERSE AUDIENCES IN THE ENJOYMENT AND APPRECIATION OF LIVE ORCHESTRAL MUSIC.ActivityOrMissionDescription
Nbr Voting Members Governing Body34NbrVotingMembersGoverningBody
Nbr Independent Voting Members34NbrIndependentVotingMembers
Total Nbr Employees235TotalNbrEmployees
Total Nbr Volunteers50TotalNbrVolunteers
Total Gross UBI93625TotalGrossUBI
Net Unrelated Business Txbl Income31342NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1224573ContributionsGrantsPriorYear
Contributions Grants Current Year1232939ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1593044ProgramServiceRevenuePriorYear
Program Service Revenue CY1588541ProgramServiceRevenueCY
Investment Income Prior Year51261InvestmentIncomePriorYear
Investment Income Current Year64876InvestmentIncomeCurrentYear
Other Revenue Prior Year41434OtherRevenuePriorYear
Other Revenue Current Year34852OtherRevenueCurrentYear
Total Revenue Prior Year2910312TotalRevenuePriorYear
Total Revenue Current Year2921208TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1439602SalariesEtcPriorYear
Salaries Etc Current Year1465290SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year12606TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year128382TotalFundrsngExpCurrentYear
Other Expense Prior Year1068055OtherExpensePriorYear
Other Expenses Current Year1192696OtherExpensesCurrentYear
Total Expenses Prior Year2520263TotalExpensesPriorYear
Total Expenses Current Year2657986TotalExpensesCurrentYear
Revenues Less Expenses Prior Year390049RevenuesLessExpensesPriorYear
Revenues Less Expenses CY263222RevenuesLessExpensesCY
Total Assets BOY4086988TotalAssetsBOY
Total Assets EOY4598338TotalAssetsEOY
Total Liabilities BOY947367TotalLiabilitiesBOY
Total Liabilities EOY862974TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3139621NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3735364NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPRESENTATION OF SYMPHONY PERFORMANCES. THE PORTLAND SYMPHONY ORCHESTRA (PSO) IS A PROFESSIONAL ORCHESTRA CHARTERED IN 1938, ASPIRING TO THE HIGHEST ARTISTIC QUALITY. SERVICING ITS CITY, STATE, AND NORTHERN NEW ENGLAND, ITS MISSION IS TO ENGAGE DIVERSE AUDIENCES IN THE ENJOYMENT AND APPRECIATION OF LIVE ORCHESTRAL MUSIC.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1907502Expense
Revenue1552694Revenue
DescriptionTHE PORTLAND SYMPHONY ORCHESTRA IS MAINE'S LARGEST ORCHESTRA WITH AN ANNUAL BUDGET OF $2.8 MILLION. DURING THE 2010/2011 SEASON, THE SYMPHONY PERFORMED NEARLY 40 CONCERTS AT MERRILL AUDITORIUM, INCLUDING 11 PERFORMANCES OF MAGIC OF CHRISTMAS, 6 TUESDAY CLASSICAL, 8 POPS, 5 SUNDAY CLASSICAL, AND YOUTH AND KINDERKONZERTS, REACHING OVER 80,000 PEOPLE.Description
Total Program Service Expense1907502TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109641NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees235NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members34NbrVotingGoverningBodyMembers
Number Independent Voting Members34NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1LISA M DIXONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2077736128TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line150 MONUMENT SQUAREAddressLine1
CityPORTLANDCity
StateMEState
ZIP Code04101ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (38 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
GORDON GAYER
PRESIDENT1.00XX000
JONATHAN W AYERS
VP OF PLANNING1.00XX000
ELEANOR BAKER
VP OF BUDGET & FINANCE1.00XX000
DEBORAH SNITE
VP OF MUSIC POLICY & EDUCA1.00XX000
DAVID LEOPOLD
VP OF MARKETING1.00XX000
HARPER LEE COLLINS
VP OF DEVELOPMENT1.00XX000
DEBORAH L GALARNEAU
VP OF TRUSTEE & GOVERNANCE1.00XX000
ALAN J CARDINAL
VP OF ORCHESTRA PERSONNEL1.00XX000
PATRICIA SPOCK
EX-OFFICIO, VP STEWARDSHIP1.00XX000
JAMES D KONKEL
VP CONDUCTOR'S CIRCLE1.00XX000
PETER HAYNES
CHAIR, ADVISORY1.00X000
ARI SOLOTOFF
DIRECTOR1.00X000
YASMIN CRAIG VITALIUS
ORCHESTRA REP1.00X000
CLIFFORD GINN
DIRECTOR1.00X000
ALBERT B GLICKMAN
DIRECTOR1.00X000
DEBORAH F HAMMOND
DIRECTOR1.00X000
SCOTT HARRIS
DIRECTOR1.00X000
JERRY W JOHNSTON
DIRECTOR1.00X000
BENJAMIN KAHN
DIRECTOR1.00X000
KURT KLEBE ESQ
DIRECTOR1.00X000
STEPHEN KOLKHORST
DIRECTOR1.00X000
PHYLLIS GIVERTZ
DIRECTOR1.00X000
KENNEDY LANE
DIRECTOR1.00X000
AMY MORSE
DIRECTOR1.00X000
JEREMY R MORTON
DIRECTOR1.00X000
ROBERT NANOVIC
DIRECTOR1.00X000
NORMAN RAPKIN
DIRECTOR1.00X000
RICHARD ROGERS
DIRECTOR1.00X000
EDWARD K SIMENSKY
DIRECTOR1.00X000
KENNETH SPIRER
DIRECTOR1.00X000
MERLE NELSON
DIRECTOR1.00X000
SARA PETROVEK
DIRECTOR1.00X000
WILLIAM THORTON
DIRECTOR1.00X000
JASON VIOLA
DIRECTOR1.00X000
DAVID SWANSON
DIRECTOR1.00X000
ELLIE CHATTO
INTERIM ED, PART YEAR40.00X2567300
LISA DIXON
EXECUTIVE DIRECTOR, PART YEAR40.00X6048002794
ROBERT MOODY
MUSIC DIRECTOR40.0012208203500X
FieldValueIRS element (for citing)
Total Reportable Comp From Org208235TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation6294TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events117866FundraisingEvents
All Other Contributions1115073AllOtherContributions
Total Contributions1232939TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
CONCERTS71113015270171527017
PROGRAM ADVERTISING5418005546555465
MISCELLANEOUS RECEIPTS90009960596059
FieldValueIRS element (for citing)
Total Program Service Revenue1588541TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column64876TotalRevenueColumn
Exclusion$64,876ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities128263Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities128263Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities0Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events18570GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events117866CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses42111FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-23541TotalRevenueColumn
Exclusion-$23,541ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
PORTTIX, LLC711300433931512327660$610
MANAGEMENT FEE54161015000450010500
FieldValueIRS element (for citing)
Total Other Revenue58393TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2921208TotalRevenueColumn
Related Or Exempt Function Income1552699RelatedOrExemptFunctionIncome
Unrelated Business Revenue93625UnrelatedBusinessRevenue
Exclusion$41,945ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total88947Total
Program Services62263ProgramServices
Management And General20458ManagementAndGeneral
Fundraising6226Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1227209Total
Program Services887613ProgramServices
Management And General261782ManagementAndGeneral
Fundraising77814Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total56368Total
Program Services29034ProgramServices
Management And General15656ManagementAndGeneral
Fundraising11678Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total92766Total
Program Services71373ProgramServices
Management And General15296ManagementAndGeneral
Fundraising6097Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total13369Total
Management And General13369ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total17000Total
Management And General17000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total57760Total
Management And General47899ManagementAndGeneral
Fundraising9861Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total180491Total
Program Services180491ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total33743Total
Program Services2522ProgramServices
Management And General23612ManagementAndGeneral
Fundraising7609Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total52810Total
Management And General52810ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total209821Total
Program Services209821ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total40330Total
Management And General40330ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total58748Total
Program Services26857ProgramServices
Management And General31891ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServicesFundraisingFundraising
INCOME TAX EXPENSE19151915
GUEST ARTIST156816156816
RENTALS9634296342
STAGING & PRODUCTION CO9504495044
DUES & SUBSCRIPTIONS69306634035903

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total109201Total
Program Services89326ProgramServices
Management And General16681ManagementAndGeneral
Fundraising3194Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2657986Total
Program Services1907502ProgramServices
Management And General622102ManagementAndGeneral
Fundraising128382Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY129264BOY
EOY294144EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY881590BOY
EOY806710EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY3373BOY
EOY2373EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY85533BOY
EOY120280EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY72296BOY
EOY76426EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis367650LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec273645LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY116627BOY
EOY94005EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2737111BOY
EOY3129724EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY35216BOY
EOY48698EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY25978BOY
EOY25978EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4086988BOY
EOY4598338EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY86234BOY
EOY48238EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY734348BOY
EOY701176EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY126785BOY
EOY113560EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY947367BOY
EOY862974EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1016060BOY
EOY1330658EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY121380BOY
EOY402525EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2002181BOY
EOY2002181EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3139621BOY
EOY3735364EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4086988BOY
EOY4598338EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses263222ReconcilationRevenueExpenses
Reconcilation Other Changes332521ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years863684CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1047072CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2125823CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1224573CurrentTaxYearMinus1Year
Current Tax Year1232939CurrentTaxYear
Total6494091Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years863684CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1047072CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2125823CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1224573CurrentTaxYearMinus1Year
Current Tax Year1232939CurrentTaxYear
Total6494091Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total25230AmountsSubstContributorsTotal
Public Support Total1706468861PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years170979CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years226588CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years94070CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year51885CurrentTaxYearMinus1Year
Current Tax Year64876CurrentTaxYear
Total608398Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years106483CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years69749CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years82176CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year80737CurrentTaxYearMinus1Year
Current Tax Year31786CurrentTaxYear
Total370931Total
FieldValueIRS element (for citing)
Total Support7473420TotalSupport
Gross Receipts From Admissions Etc8642771GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.86560PublicSupportPertcentage170
Public Support Pertcent Prior Year0.85810PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance2819423BeginningOfYearBalance
Contributions55539Contributions
Investment Earnings Or Losses393361InvestmentEarningsOrLosses
End Of Year Balance3268323EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2518546BeginningOfYearBalance
Contributions5438Contributions
Investment Earnings Or Losses295439InvestmentEarningsOrLosses
End Of Year Balance2819423EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2696006BeginningOfYearBalance
Contributions1009802Contributions
Investment Earnings Or Losses-394996InvestmentEarningsOrLosses
Other Expenditures792266OtherExpenditures
End Of Year Balance2518546EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.29000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.61000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.10000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis12538OtherCostOrOtherBasis
Depreciation3922Depreciation
Book Value8616BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis131869OtherCostOrOtherBasis
Depreciation96043Depreciation
Book Value35826BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis223243OtherCostOrOtherBasis
Depreciation173680Depreciation
Book Value49563BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings94005TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEFERRED SUPPORTDescription
Amount$113,560Amount
FieldValueIRS element (for citing)
Total Of Amounts113560TotalOfAmounts
Total Revenue2921208TotalRevenue
Total Expenses2657986TotalExpenses
Excess Or Deficit For Year263222ExcessOrDeficitForYear
Net Unrealized GL On Investments332521NetUnrealizedGLOnInvestments
Total Adjustments332521TotalAdjustments
Excess Or Deficit Per FS595743ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3253729TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments332521NetUnrealizedGainsInvestments
Revenue Not Rptd F990332521RevenueNotRptdF990
Revenue Subtotal2921208RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902921208TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2657986TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2657986ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902657986TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE PURPOSE OF THE FUND IS TO GENERATE INCOME TO BE USED TO HELP MEET THE OPERATING AND NON-OPERATING COSTS OF THE SYMPHONY.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE ORGANIZATION ADOPTED THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AS PROVIDED FOR IN THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. THIS STATEMENT CLARIFIES THE CRITERIA THAT AN INDIVIDUAL TAX POSITION MUST SATISFY FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN AN ENTITYS FINANCIAL STATEMENTS. IT ALSO PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY-THAN-NOT, AND A MEASUREMENT ATTRIBUTE FOR ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, IN ORDER FOR THOSE TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THERE WAS NO CUMULATIVE EFFECT ON THE SYMPHONYS FINANCIAL STATEMENTS RELATED TO ADOPTION OF THESE PROVISIONS, AND NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WERE ACCRUED. THE SYMPHONY IS CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE YEARS ENDED JULY 31, 2008 THROUGH 2011.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1WINE DINNER & AUCTIONNameOfEvent1
Gross Receipts Event1133316GrossReceiptsEvent1
Charitable Contributions Event1117866CharitableContributionsEvent1
Gross Revenue Event115450GrossRevenueEvent1
Other Direct Expenses Event139060OtherDirectExpensesEvent1
Gross Receipts Total133316GrossReceiptsTotal
Charitable Contributions Total117866CharitableContributionsTotal
Gross Revenue Total Events15450GrossRevenueTotalEvents
Other Direct Expenses Total Events39060OtherDirectExpensesTotalEvents
Direct Expense Summary Events39060DirectExpenseSummaryEvents
Net Income Summary-23610NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11THE BOARD IS INVITED TO VIEW THE 990 WHEN IT IS COMPLETED. THE REQUIRED RETURNS ARE REVIEWED AND SIGNED BY THE EXECUTIVE DIRECTOR, LISA M. DIXON.
AT SUCH TIME AS ANY MATTER COMES BEFORE THE BOARD OF TRUSTEES WHICH INVOLVES OR MAY INVOLVE A CONFLICT OF INTEREST, THE AFFECTED TRUSTEE SHALL MAKE KNOWN THE POTENTIAL CONFLICT. SUCH TRUSTEE SHALL ANSWER ANY QUESTIONS THAT MIGHT BE ASKED OF HIM OR HER AND SHALL DISCLOSE ALL MATERIAL FACTS. AT THE REQUEST OF THE PRESIDENT, SUCH TRUSTEE SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION, SHALL ABSTAIN FROM ANY VOTE, AND SHALL NOT ATTEMPT TO INFLUENCE ANY VOTE THEREON. IN ADDITION, THE SIGNED FORMS ARE REVIEWED BY THE PRESIDENT OF THE BOARD OF TRUSTEES AND THE EXECUTIVE DIRECTOR.FORM 990, PART VI, SECTION B, LINE 12C
AN ANNUAL REVIEW OF PERFORMANCE IS CONDUCTED AND COMPENSATION IS COMPARED TO PUBLISHED SALARY SURVEY OF THE LEAGUE OF AMERICAN ORCHESTRAS. THE EXECUTIVE DIRECTOR'S PAY IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.FORM 990, PART VI, SECTION B, LINE 15
THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 18
THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 332,521.FORM 990, PART XI, LINE 5:
PROCESS HAS NOT CHANGED.PART XII, LINE 2C - AUDIT OVERSIGHT:

Schedule R IRS990ScheduleR

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1PORTTIX LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line120 MYRTLE STREETAddressLine1
CityPORTLANDCity
StateMEState
ZIP Code04101ZIPCode
FieldValueIRS element (for citing)
EIN043353155EIN
Primary ActivityBOX OFFICE FOR EVENTS, TIMES, TICKETS AND ONLINE RESERVATIONSPrimaryActivity
Legal Domicile StateMELegalDomicileState
Predominant Income TypeRELATEDPredominantIncomeType
Share Of Total Income40124ShareOfTotalIncome
Share Of EOY Assets411038ShareOfEOYAssets
Disproportionate Allocations0DisproportionateAllocations
General Or Managing Partner0GeneralOrManagingPartner
Percentage Ownership0.50000PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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