COLORADO SYMPHONY ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO SYMPHONY ASSOCIATION (EIN 84-0511458)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-08
- IRS object ID
- 201221299349301872
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T16:53:26-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5299 DTC BLVD STE 1000 | AddressLine1 |
| City | GREENWOOD VILLAGE | City |
| State | CO | State |
| ZIP Code | 801113329 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840511458 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO SYMPHONY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLO | NameControl |
| Phone | 3032925566 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET NO 15 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802022333 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK DELMONTE | Name |
| Title | VICE PRESIDENT/CFO | Title |
| Phone | 3032925566 | Phone |
| Date Signed | 2012-05-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM C HUNWARDSEN CPA | Name |
| Phone | 3037705700 | Phone |
| Date Prepared | 2012-05-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FRANK DELMONTE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET NO 15 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802022333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12441337 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COLORADOSYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1922 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | PERFORMANCE OF SYMPHONIC CONCERTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 285 | TotalNbrEmployees |
| Total Nbr Volunteers | 606 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5421199 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6129128 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4892489 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5941108 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 36610 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1293 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -173065 | OtherRevenuePriorYear |
| Other Revenue Current Year | 119273 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10177233 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12190802 | 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 | 6869590 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7658127 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 115663 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 113298 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 843692 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3991960 | OtherExpensePriorYear |
| Other Expenses Current Year | 4646520 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10977213 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12417945 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -799980 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -227143 | RevenuesLessExpensesCY |
| Total Assets BOY | 14175839 | TotalAssetsBOY |
| Total Assets EOY | 16777676 | TotalAssetsEOY |
| Total Liabilities BOY | 2064910 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3303620 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12110929 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13474056 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE COLORADO SYMPHONY ASSOCIATION (CSA) IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO FUND AND OPERATE THE COLORADO SYMPHONY ORCHESTRA FOR THE ENJOYMENT AND BENEFIT OF THE CITIZENS OF METROPOLITAN DENVER, AND THE GREATER COLORADO AND ROCKY MOUNTAIN REGIONS. THE COLORADO SYMPHONY ORCHESTRA PERFORMS MORE THAN 100 CLASSICAL, POPS, AND FAMILY CONCERTS EACH YEAR, SHOWCASING MANY OF THE WORLD'S FINEST MUSICIANS, CONDUCTORS, AND ENTERTAINERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8916821 | Expense |
| Revenue | 5941108 | Revenue |
| Description | THE COLORADO SYMPHONY ASSOCIATION PERFORMS SYMPHONIC CONCERTS BENEFITING OVER 250,000 PATRONS FROM THE DENVER AND TRI-STATE AREAS, WHILE PROVIDING A PERFORMANCE PLATFORM TO WORLD-CLASS MUSICIANS. | Description |
| Total Program Service Expense | 8916821 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 285 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| 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 | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | 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 | 0 | 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 | CO | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK DELMONTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3032925566 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 14TH STREET 15 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802022333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES W PALERMO | |||||||
| PRESIDENT & CEO | 50.00 | X | X | 148859 | 0 | 9513 | |
| JOHN E HAYES ESQ | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| SUSAN BOWLES | |||||||
| SECRETARY/MUSICIAN TRUSTEE | 40.00 | X | X | 30862 | 0 | 8708 | |
| TENSIE HOMAN | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| YUMI HWANG-WILLIAMS | |||||||
| CONCERT MASTER/TRUSTEE | 40.00 | X | 88534 | 0 | 7190 | ||
| CHARLYN CAMPBELL | |||||||
| MUSICIAN TRUSTEE | 40.00 | X | 35132 | 0 | 1129 | ||
| CHAD COGNATA | |||||||
| MUSICIAN TRUSTEE | 40.00 | X | 57633 | 0 | 7140 | ||
| MARGARET HOEPPNER | |||||||
| MUSICIAN TRUSTEE | 40.00 | X | 41713 | 0 | 7110 | ||
| KEITH HOWARD | |||||||
| MUSICIAN TRUSTEE | 40.00 | X | 36700 | 0 | 7140 | ||
| BIL JACKSON | |||||||
| MUSICIAN TRUSTEE | 40.00 | X | 64567 | 0 | 1178 | ||
| KAREN KINZIE | |||||||
| MUSICIAN TRUSTEE | 40.00 | X | 45824 | 0 | 8266 | ||
| MIKE THORNTON | |||||||
| MUSICIAN TRUSTEE | 40.00 | X | 64031 | 0 | 1129 | ||
| DR PAULA P BERNSTEIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE F BLACK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL S BURG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| YOUNG S CHO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE E CLINTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT D COOMBE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL P DOWLING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVE DUKE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN V DUNCAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVE HOLTZE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN I LEVEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GARY B LUTZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN MARVIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| W NICHOLAS V MATHERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HEATHER K MILLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TODD D MUNSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT L IRELAND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA CLINTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JUDI NEWMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID D POWELL JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| W GERALD RAINER MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BERNARD W SCHOTTERS II | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BILL SCHUMACHER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK S SEXTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIE E SHEPHERD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RAYMOND SUTTON JR ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| B LAWRENCE THEIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES R THOMPSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PETER C WELLS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN T WRIGHT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VIRGINIA LEITZ | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAWN WOOD | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRANK DELMONTE | |||||||
| VICE PRESIDENT/ CFO | 50.00 | X | 108551 | 0 | 8580 | ||
| TRACY TAJBL | |||||||
| VICE PRESIDENT OF DEVELOPMENT | 40.00 | 122552 | 0 | 8799 | X | ||
| MARGARET A WILLIAMS | |||||||
| VICE PRESIDENT OF MARKETING & COMM. | 40.00 | 132718 | 0 | 7466 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 977676 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 83348 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DENVER NEWSPAPER AGENCY | |||||
| 5990 WASHINGTON STREET | DENVER | CO | 80216 | ADVERTISING SERVICES | 363818 |
| TAYLAR DEVELOPMENT LLC | |||||
| 219 N MILWAUKEE STREET 5TH FLOOR | MILWAUKEE | WI | 53202 | TELEPHONE SOLICITATION | 113298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 352615 | FundraisingEvents |
| Related Organizations | 328124 | RelatedOrganizations |
| Government Grants | 824216 | GovernmentGrants |
| All Other Contributions | 4624173 | AllOtherContributions |
| Noncash Contributions | 150761 | NoncashContributions |
| Total Contributions | 6129128 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONCERT PERFORMANCES | Description |
| Business Code | 711130 | BusinessCode |
| Total Revenue Column | 5941108 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5941108 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5941108 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1293 | TotalRevenueColumn |
| Exclusion | $1,293 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 336845 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 352615 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 250535 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86310 | TotalRevenueColumn |
| Exclusion | $86,310 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 32963 | TotalRevenueColumn |
| Exclusion | $32,963 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 32963 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12190802 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5941108 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $120,566 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855725 | Total |
| Program Services | 582267 | ProgramServices |
| Management And General | 217091 | ManagementAndGeneral |
| Fundraising | 56367 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5309949 | Total |
| Program Services | 4390639 | ProgramServices |
| Management And General | 572138 | ManagementAndGeneral |
| Fundraising | 347172 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155252 | Total |
| Program Services | 120692 | ProgramServices |
| Management And General | 24967 | ManagementAndGeneral |
| Fundraising | 9593 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717404 | Total |
| Program Services | 613277 | ProgramServices |
| Management And General | 66417 | ManagementAndGeneral |
| Fundraising | 37710 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619797 | Total |
| Program Services | 517370 | ProgramServices |
| Management And General | 71118 | ManagementAndGeneral |
| Fundraising | 31309 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57424 | Total |
| Management And General | 57424 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113298 | Total |
| Fundraising | 113298 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 926498 | Total |
| Program Services | 595129 | ProgramServices |
| Management And General | 205076 | ManagementAndGeneral |
| Fundraising | 126293 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 648327 | Total |
| Management And General | 648327 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628145 | Total |
| Program Services | 55466 | ProgramServices |
| Management And General | 485376 | ManagementAndGeneral |
| Fundraising | 87303 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223288 | Total |
| Program Services | 112588 | ProgramServices |
| Management And General | 105925 | ManagementAndGeneral |
| Fundraising | 4775 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318078 | Total |
| Program Services | 271254 | ProgramServices |
| Management And General | 46824 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249847 | Total |
| Program Services | 232821 | ProgramServices |
| Management And General | 12654 | ManagementAndGeneral |
| Fundraising | 4372 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43128 | Total |
| Program Services | 4389 | ProgramServices |
| Management And General | 24633 | ManagementAndGeneral |
| Fundraising | 14106 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236 | Total |
| Management And General | 236 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27026 | Total |
| Management And General | 27026 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73675 | Total |
| Program Services | 31371 | ProgramServices |
| Management And General | 42304 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| GUEST ARTISTS & CONDUCT | 1225698 | 1225698 | ||
| DUES & SUBSCRIPTIONS | 93332 | 57837 | 34474 | 1021 |
| PRODUCTION EXPENSES | 81549 | 81549 | ||
| RECRUITING & EMPLOYEE R | 25565 | 12368 | 12502 | 695 |
| GIFTS & AWARDS | 2227 | 509 | 440 | 1278 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22477 | Total |
| Program Services | 11597 | ProgramServices |
| Management And General | 2480 | ManagementAndGeneral |
| Fundraising | 8400 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12417945 | Total |
| Program Services | 8916821 | ProgramServices |
| Management And General | 2657432 | ManagementAndGeneral |
| Fundraising | 843692 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 691 | BOY |
| EOY | 691 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2592868 | BOY |
| EOY | 2389865 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 532415 | BOY |
| EOY | 1525111 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258761 | BOY |
| EOY | 287985 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186562 | BOY |
| EOY | 318994 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 923862 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 309599 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 554045 | BOY |
| EOY | 614263 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10050497 | BOY |
| EOY | 11640767 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14175839 | BOY |
| EOY | 16777676 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 466375 | BOY |
| EOY | 614610 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1598535 | BOY |
| EOY | 2689010 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2064910 | BOY |
| EOY | 3303620 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386021 | BOY |
| EOY | -857790 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1739782 | BOY |
| EOY | 2755689 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9985126 | BOY |
| EOY | 11576157 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12110929 | BOY |
| EOY | 13474056 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14175839 | BOY |
| EOY | 16777676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -227143 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1590270 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 7963613 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10932120 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6148084 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5421199 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6129128 | CurrentTaxYear |
| Total | 36594144 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7963613 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10932120 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6148084 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5421199 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6129128 | CurrentTaxYear |
| Total | 36594144 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3475103 | AmountsSubstContributorsTotal |
| Public Support Total170 | 33119041 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 92798 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 114568 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86085 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36610 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34256 | CurrentTaxYear |
| Total | 364317 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13971 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22430 | CurrentTaxYearMinus3Years |
| Total | 36401 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 36994862 | TotalSupport |
| Public Support Pertcentage170 | 0.89520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98970 | 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 | 10088214 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1591031 | InvestmentEarningsOrLosses |
| End Of Year Balance | 11679245 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9317498 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 770716 | InvestmentEarningsOrLosses |
| End Of Year Balance | 10088214 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11861936 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2544438 | InvestmentEarningsOrLosses |
| End Of Year Balance | 9317498 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 249376 | OtherCostOrOtherBasis |
| Depreciation | 248616 | Depreciation |
| Book Value | 760 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 222210 | OtherCostOrOtherBasis |
| Depreciation | 60983 | Depreciation |
| Book Value | 161227 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 452276 | OtherCostOrOtherBasis |
| Book Value | 452276 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 614263 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | Description |
| Book Value | 11640767 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 11640767 | TotalBookValueOtherAssets |
| Total Revenue | 12190802 | TotalRevenue |
| Total Expenses | 12417945 | TotalExpenses |
| Excess Or Deficit For Year | -227143 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1590270 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1590270 | TotalAdjustments |
| Excess Or Deficit Per FS | 1363127 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13859206 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1590270 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 78134 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1668404 | RevenueNotRptdF990 |
| Revenue Subtotal | 12190802 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12190802 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12496079 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 78134 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 78134 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12417945 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12417945 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PERMANAENT ENDOWMENTS CONSISTS OF FUNDS HELD BY OTHER TAX-EXEMPT ORGANIZATIONS ESTABLISHED TO ADMINISTER THE ENDWOMENT FUNDS PREVIOUSLY HELD BY THE SYMPHONY. THESE ORGANIZATIONS ARE GOVERNED BY SEPARATE BOARDS OF TRUSTEES. SUPPORTING DISTRIBUTIONS (IF APPLICABLE) FROM THE FUNDS ARE PROVIDED TO THE SYMPHONY FOR PROGRAM SERVICES AND OTHER OPERATIONS. PERMANENT ENDOWMENTS ALSO INCLUDE A BENEFICIAL INTEREST IN AN IRREVOCABLE PERPETUAL TRUST ADMINISTERED BY A COMMUNITY FOUNDATION. THE TRUST AGREEMENT REQUIRES DISTRIBUTION OF 50% OF THE NET INCOME OF THE TRUST TO THE SYMPHONY FOR ITS UNRESTRITED USE; HOWEVER THE SYMPHONY WILL NEVER RECEIVE THE ASSTS OF THE TRUST. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ASSOCIATION AND CSEF ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS OTHER THAN PRIVATE FOUNDATIONS UNDER SECTION 509(A)(1). HOWEVER, INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO THEIR TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ASSOCIATION AND CSEF HAD NO UNRELATED BUSINESS INCOME DURING THE YEAR ENDED JUNE 30, 2011. MANAGEMENT PERFORMS AN ANNUAL ANALYSIS OF THE SYMPHONY'S VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION BY RELEVANT TAX AUTHORITIES. MANAGEMENT BELIEVES THE SYMPHONY HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH, AND HAS PROPERLY MAINTAINED ITS TAX-EXEMPT STATUS, AND HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SYMPHONY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLAR DEVELOPMENT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 N MILWAUKEE STREET 5TH FLOOR | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEPHONE SOLICITATION | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 289827 | GrossReceipts |
| Amount Retained By Contractor | 113298 | AmountRetainedByContractor |
| Net To Organization | 176529 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 289827 | TotalGrossReceipts |
| Total Retained By Contractors | 113298 | TotalRetainedByContractors |
| Total Net To Organization | 176529 | TotalNetToOrganization |
| Licensed States | CO | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SYMPHONY BALL | NameOfEvent1 |
| Gross Receipts Event1 | 689460 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 352615 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 336845 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 103502 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 32953 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 114080 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 689460 | GrossReceiptsTotal |
| Charitable Contributions Total | 352615 | CharitableContributionsTotal |
| Gross Revenue Total Events | 336845 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 103502 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 32953 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 114080 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 250535 | DirectExpenseSummaryEvents |
| Net Income Summary | 86310 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES W PALERMO | NamePerson |
| Base Compensation Filing Org | 148859 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 4615 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5283 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 158757 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 89271 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AIR TRAVEL | 1 | 37500 | COST |
| X | BAKER'S PIANO | 1 | 23990 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF TRUSTEES SHALL ELECT AN EXECUTIVE COMMITTEE CONSISTING OF NO FEWER THAN TWELVE AND NO MORE THAN TWENTY BOARD TRUSTEES, INCLUDING THE BOARD CHAIR, THE PRESIDENT/CEO, THE MUSIC DIRECTOR AND A MINIMUM OF FOUR MUSICIAN TRUSTEES AND AT-LARGE MEMBERS ELECTED BY THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, IN THE INTERIM BETWEEN MEETINGS OF THE BOARD, ANY AND ALL POWERS AND AUTHORITY OF THE ENTIRE BOARD OF TRUSTEES, EXCEPT AS OTHERWISE PROVIDED BY THE ACT, BY THE ARTICLES, OR BY THE BYLAWS. | |
| FORM 990, PART VI, SECTION A, LINE 2 | BRUCE CLINTON AND MARTHA CLINTON HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 6 | MUSICIAN MEMBERS: ALL TENURED MUSICIANS SHALL BE MEMBERS OF THE ASSOCIATION. GENERAL MEMBERS: ANY CORPORATION, PARTNERSHIP, TRUST, FOUNDATION, OR ANY OTHER ENTITY, WHICH SHALL HAVE PAID AN ANNUAL CONTRIBUTION IN THE MINIMUM AMOUNT SET BY THE TRUSTEES FROM TIME TO TIME, SHALL BE MEMBERS OF THE ASSOCIATION. ANY MEMBER WHO IS A MEMBER OF THE COLORADO SYMPHONY LEAUGE SHALL ALSO BE A MEMBER OF THE ASSOCIATION. SPECIAL CONTRIBUTORS: ALL PERSONS WHO HAVE MADE SUBSTANTIAL CONTRIBUTIONS TO THE ASSOCIATION, EITHER THROUGH EXTRAORDINARY GIFTS OR OTHER GENERAL OR SPECIFIC ACTS OF SIGNIFICANT SUPPORT, ASSISTANCE OR PARTICIPATION AND WHO ARE ELECTED TO MEMBERSHIP IN THE ASSOCIATION AT THE ANNUAL MEETING (THE "SPECIAL CONTRIBUTORS"), SHALL BE MEMBERS OF THE ASSOCIATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE ASSOCIATION SHALL BE ENTITLED TO RECEIVE NOTICE AND TO VOTE AT MEETINGS OF MEMBERS. EACH MEMBER OF THE ASSOCIATION IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. A MEMBER OF THE ASSOCIATION ENTITLED TO VOTE MAY VOTE IN PERSON OR BY PROXY EXECUTED IN WRITING BY THE MEMBER OF THE ASSOCIATION OR ITS DULY AUTHORIZED ATTORNEY-IN-FACT. NO PROXY MAY BE VALID AFTER ELEVEN MONTHS FROM THE DATE OF ITS EXECUTION UNLESS OTHERWISE PROVIDED IN THE PROXY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 TAX RETURN WAS SENT TO A DESIGNATED TRUSTEE OF THE FINANCE COMMITTEE WHO PERFORMED A REVIEW OF THE ENTIRE TAX RETURN ON APRIL 11, 2012. IN ADDITION, A COPY OF THE FILED TAX RETURN IS SENT TO THE ENTIRE BOARD. | |
| THE COLORADO SYMPHONY ASSOCIATION (CSA) HAS A CONFLICT OF INTEREST POLICY COVERING OFFICERS, DIRECTORS, COMMITTEE MEMBERS, MUSICIAN TRUSTEES, STAFF MEMBERS, AND CERTAIN CONSULTANTS (IF APPROPRIATE). EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. THE DISCLOSURE FORM MUST BE SUBMITTED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING POTENTIAL CONFLICTS OF INTEREST AND HANDLING WHAT IT DETERMINES TO BE ACTUAL CONFLICTS OF INTEREST IN THE MANNER DESCRIBED IN THE POLICY UNDER "REVIEWING AND MANAGING CONFLICTS OF INTEREST". IF THE EXECUTIVE COMMITTEE OR RESPONSIBLE PERSON BECOMES AWARE THAT CSA IS ABOUT TO ENTER INTO OR MAKE ANY DECISION INVOLVING A CONFLICTING INTEREST TRANSACTION WITH THE RESPONSIBLE PERSON, A FAMILY MEMBER, A FRIEND, OR A RELATED ENTITY, THE RESPONSIBLE PERSON MUST: 1) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF CSA OF THE CONFLICT OF INTEREST 2) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING TO SUCH PERSON(S) ANY MATERIAL FACTS THAT BEAR ON THE ADVISABILITY OF THE TRANSACTION FROM THE STANDPOINT OF CSA AND 3) NOT PARTICIPATE IN THE DELIBERATION OR VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION, AND NOT ATTEMPT TO EXERT HIS OR HER INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. THE EXECUTIVE COMMITTEE WILL REPORT TO THE BOARD AT ITS NEXT REGULAR MEETING THE RESULTS OF ANY REVIEW AND THE ACTION TAKEN. | FORM 990, PART VI, SECTION B, LINE 12C | |
| NO COMPENSATION INCREASES WERE MADE FOR THE CEO OR SENIOR MANAGEMENT TEAM DURING THE YEAR ENDED JUNE 30, 2011. AT A FUTURE TIME, WHEN AND IF APPROPRIATE, COMPENSATION INCREASES MAY OCCUR AFTER COMPARING THE CURRENT COMPENSATION WITH COMPENSATION BASED ON SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS AND AFTER ANALYZING THE VALUE BROUGHT TO THE CSA BY THE PRESIDENT AND CEO OR SENIOR MANAGEMENT STAFF PERSON. THE PRESIDENT AND CEO WOULD WORK WITH THE GOVERNING BODY AND INFORM THEM OF ANY RECOMMENDED CHANGE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, VIA MAIL, EMAIL OR IN PERSON AT ITS OFFICES. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THE FOLLOWING INDIVIDUALS DEVOTED TIME PROVIDING SERVICES TO OTHER NONPROFIT ORGANIZATIONS RELATED TO THE FOUNDATION AS INDICATED BELOW. COLORADO SYMPHONY ENDOWMENT FUND: JAMES W. PALERMO 1 HOUR PER WEEK FRANK DELMONTE 1 HOUR PER WEEK KEVIN V. DUNCAN 1 HOUR PER WEEK BERNARD W. SCHOTTERS II 1 HOUR PER WEEK RAYMOND SUTTON, JR., ESQ. 1 HOUR PER WEEK COLORADO SYMPHONY FOUNDATION: RAYMOND SUTTON, JR. ESQ. 1 HOUR PER WEEK | FORM 990, PART VII, SECTION A: | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,590,270. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COLORADO SYMPHONY ENDOWMENT FUND | |||||||||||
| 1000 14TH STREET 15 | DENVER | CO | 80202 | 260138249 | RAISE, HOLD & ADMINISTER FUNDS FOR OPERATING NEEDS OF SYMPHONY ASSOCIATION | CO | 501(C)(3) | LINE 11A, I | COLORADO SYMPHONY ASSOCIATION | 1 | |
| COLORADO SYMPHONY FOUNDATION | |||||||||||
| 633 17TH STREET STE 3000 | DENVER | CO | 80202 | 841257033 | SUPPORT THE PURPOSES OF COLORADO SYMPHONY ASSOCIATION | CO | 501(C)(3) | LINE 11D, III-O | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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