SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION (EIN 95-2040874)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201231319349303003
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T16:54:35-05:00 | 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 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9665 GRANITE RIDGE DRIVE SUITE 600 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | 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 | 952040874 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 6192350800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD B GILL | Name |
| Title | CEO | Title |
| Phone | 6192350800 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA J MAYER | Name |
| Phone | 8586271400 | Phone |
| 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 | EDWARD B GILL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20938904 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SANDIEGOSYMPHONY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1928 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PERFORM CLASSICAL MUSIC & PROVIDE EDUCATIONAL MUSICAL OPPORTUNITIES TO SAN DIEGO. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 485 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 32488872 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12945097 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6429195 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6544130 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 47534 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2553 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -133635 | OtherRevenuePriorYear |
| Other Revenue Current Year | -71765 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38831966 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19420015 | 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 | 13973850 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12278156 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 131935 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 172782 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1040798 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7659913 | OtherExpensePriorYear |
| Other Expenses Current Year | 7672295 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21765698 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20123233 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 17066268 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -703218 | RevenuesLessExpensesCY |
| Total Assets BOY | 34180122 | TotalAssetsBOY |
| Total Assets EOY | 33414549 | TotalAssetsEOY |
| Total Liabilities BOY | 7878719 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7780248 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 26301403 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25634301 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO BE RECOGNIZED AS ONE OF THE GREAT ORCHESTRAS IN THE WORLD AND A MAJOR CONTRIBUTOR TO THE QUALITY OF LIFE IN THE SAN DIEGO REGION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14875666 | Expense |
| Revenue | 6544130 | Revenue |
| Description | CONCERT EXPENSES: TO PROVIDE EDUCATIONAL AND CULTURAL ENRICHMENT TO THE SAN DIEGO AREA THROUGH LIVE MUSICAL CONCERTS.SUMMER POPS 29 SHOWS - 60,382 ATTENDEDMASTERWORKS SERIES 36 SHOWS - 55,815 ATTENDEDWINTER POPS 13 SHOWS - 20,023 ATTENDEDFAMILY FESTIVAL 4 SHOWS - 5,684 ATTENDEDSYMPHONY EXPOSED 4 SHOWS - 4,982 ATTENDEDOTHER PROGRAMS 20 SHOWS - 19,701 ATTENDED | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2046284 | Expense |
| Description | PROMOTION AND BOX OFFICE: TO PROMOTE THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION'S MANY PERFORMANCES, RECEPTIONS AND EVENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 112498 | Expense |
| Revenue | 4790 | Revenue |
| Description | EDUCATION OUTREACH: ASSIST IN THE DEVELOPMENT OF FUTURE MUSICIANS AND TO BUILD FUTURE AUDIENCES. THE MAJORITY OF EXPENSES RELATING TO EDUCATION PROGRAMS ARE INCLUDED UNDER CONCERT EXPENSE ABOVE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 17034448 | 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 | 0 | 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 | 1 | 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 | 81 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 485 | 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 | 43 | 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 | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SETH GOLDMAN CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6192350800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JAMES C WENDLER | ||||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | ||
| MITCHELL R WOODBURY | ||||||||
| CHAIRMAN OF THE BOARD | 4.00 | X | X | 0 | 0 | 0 | ||
| JOYCE GROSVENOR | ||||||||
| VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 | ||
| PAUL HERING | ||||||||
| VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 | ||
| EVELYN LAMDEN | ||||||||
| VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 | ||
| JOHN ZYGOWICZ | ||||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | ||
| ANDREW S CLARK | ||||||||
| VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 | ||
| BARBARA MAURAIS | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| BEN G CLAY | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| CAROL CEBRON | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| DOUGLAS F BRADLEY | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| CHARLES SIMPSON | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| CLAUDE BENCHIMOL PHD | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| CRAIG A SCHLOSS ESQ | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| DANIEL G GIORDANO | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| DAVID R SNYDER ESQ | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| DEBRA A THOMAS | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| DONALD M SLATE | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| EDWARD R MOSS | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| ESTEBAN B VILLANUEVA | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| ELIZABETH HAMMAN OLIVER | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| GARY CADY | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| HARRY M MARKOWITZ | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| JAMES L FITZPATRICK | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| JANET GORRIE | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| JULIA BROWN | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| MARILYN E THOMPSON | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| KARIN EASTHAM | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| LISETTE FARRELL | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| PAUL CHACON | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| PETER V CZIPOTT PHD | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| PHYLLIS EPSTEIN | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| ROBERT CROUCH | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| SAM B ERSAN | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| SHEARN PLATT | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| SHERYL M SUTTON | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| STEPHANIE SONTAG | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| STEPHEN T WORLAND PHD | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| MARTHA GAFFORD | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| PENNY WING | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| TANYA M BRANDES | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| WILLIAM T WALTON III | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| THERESA J DREW | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| DAVID C COPLEY | ||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| EDWARD BENTON GILL | ||||||||
| CEO | 40.00 | X | 334250 | 0 | 27007 | |||
| ROBERT WILKINS | ||||||||
| C.O.O. | 40.00 | X | 140200 | 0 | 13474 | |||
| SETH GOLDMAN | ||||||||
| C.F.O. | 40.00 | X | 123684 | 0 | 23821 | |||
| JEFF THAYER | ||||||||
| CONCERT MASTER | 32.50 | 164800 | 0 | 29916 | X | |||
| MEGAN POGUE | ||||||||
| DIR. CORP. DEVELOPMENT | 40.00 | 135523 | 0 | 17083 | X | |||
| STEVEN BAKER | ||||||||
| SR. DIR. OF MARKETING | 40.00 | 114000 | 0 | 20864 | X | |||
| MATTHEW GARBUTT | ||||||||
| PRINCIPAL TUBA/CONDUCTOR | 30.00 | 131374 | 0 | 23662 | X | |||
| DEMARRE MCGILL | ||||||||
| PRINCIPAL FLUTE | 40.00 | 100108 | 0 | 18020 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1243939 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 173847 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JAHJA LING INC | |||||
| 12445 SEVENTH AVENUE | SAN DIEGO | CA | 92101 | CONDUCTOR | 387900 |
| PROFESSIONAL EVENT SOLUTIONS | |||||
| 1244 KNOXVILLE ST | SAN DIEGO | CA | 92110 | EVENT PLANNER | 380550 |
| OPUS 3 ARTISTS LLC | |||||
| 470 PARK AVENUE SOUTH 9TH FLOOR | NEW YORK | NY | 10016 | ARTISTS MANAGEMENT | 328383 |
| MCNULTY CREATIVE | |||||
| 2716 FIFTH AVENUE | SAN DIEGO | CA | 92103 | PRINTING SERVICES | 309893 |
| UNION TRIBUNE PUBLISHING CO | |||||
| PO BOX 121546 | SAN DIEGO | CA | 921125546 | ADVERTISING | 308278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Federated Campaigns | 156300 | FederatedCampaigns |
| Fundraising Events | 1430709 | FundraisingEvents |
| Related Organizations | 1968000 | RelatedOrganizations |
| Government Grants | 453403 | GovernmentGrants |
| All Other Contributions | 8936685 | AllOtherContributions |
| Noncash Contributions | 208035 | NoncashContributions |
| Total Contributions | 12945097 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERT TICKETS | 900099 | 4932935 | 4932935 |
| OTHER PERFORMANCE REVE | 900099 | 1611195 | 1611195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6544130 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3304 | TotalRevenueColumn |
| Exclusion | $3,304 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 159897 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 159897 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159897 | TotalRevenueColumn |
| Exclusion | $159,897 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 111722 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112473 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -751 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -751 | TotalRevenueColumn |
| Exclusion | -$751 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 977711 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1430709 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1406416 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -428705 | TotalRevenueColumn |
| Exclusion | -$428,705 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 192253 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 192253 | TotalRevenueColumn |
| Exclusion | $192,253 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OUTREACH INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4790 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4790 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4790 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19420015 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6548920 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$74,002 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1161910 | Total |
| Program Services | 1017450 | ProgramServices |
| Management And General | 101294 | ManagementAndGeneral |
| Fundraising | 43166 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8382104 | Total |
| Program Services | 7339957 | ProgramServices |
| Management And General | 730744 | ManagementAndGeneral |
| Fundraising | 311403 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421698 | Total |
| Program Services | 359626 | ProgramServices |
| Management And General | 46720 | ManagementAndGeneral |
| Fundraising | 15352 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1524079 | Total |
| Program Services | 1381088 | ProgramServices |
| Management And General | 73193 | ManagementAndGeneral |
| Fundraising | 69798 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 788365 | Total |
| Program Services | 714999 | ProgramServices |
| Management And General | 48282 | ManagementAndGeneral |
| Fundraising | 25084 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45185 | Total |
| Management And General | 45185 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73605 | Total |
| Management And General | 73605 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172782 | Total |
| Fundraising | 172782 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2854197 | Total |
| Program Services | 2693816 | ProgramServices |
| Management And General | 152840 | ManagementAndGeneral |
| Fundraising | 7541 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1356442 | Total |
| Program Services | 1245791 | ProgramServices |
| Management And General | 9537 | ManagementAndGeneral |
| Fundraising | 101114 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477572 | Total |
| Program Services | 245628 | ProgramServices |
| Management And General | 213286 | ManagementAndGeneral |
| Fundraising | 18658 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27519 | Total |
| Program Services | 7565 | ProgramServices |
| Management And General | 12629 | ManagementAndGeneral |
| Fundraising | 7325 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16284 | Total |
| Program Services | 20 | ProgramServices |
| Management And General | 16264 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1224375 | Total |
| Program Services | 820209 | ProgramServices |
| Management And General | 404166 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111402 | Total |
| Management And General | 111402 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| OTHER CONCERT PRODUCTIO | 1199213 | 1199213 | ||
| DONOR RECEPTIONS/EVENTS | 136260 | 136260 | ||
| DONOR/SPONSOR BENEFITS | 102533 | 102533 | ||
| CREDIT CARD PROCESING | 38868 | 9086 | 29782 | |
| BAD DEBT EXPENSE | 8840 | 8840 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20123233 | Total |
| Program Services | 17034448 | ProgramServices |
| Management And General | 2047987 | ManagementAndGeneral |
| Fundraising | 1040798 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174116 | BOY |
| EOY | 94120 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111418 | BOY |
| EOY | 741565 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2596227 | BOY |
| EOY | 2586592 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279051 | BOY |
| EOY | 152572 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101592 | BOY |
| EOY | 81102 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1257912 | BOY |
| EOY | 992402 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32561791 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4838653 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28684701 | BOY |
| EOY | 27723138 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 827458 | BOY |
| EOY | 940157 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147647 | BOY |
| EOY | 102901 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34180122 | BOY |
| EOY | 33414549 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4213969 | BOY |
| EOY | 3737969 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3664750 | BOY |
| EOY | 4042279 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7878719 | BOY |
| EOY | 7780248 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24168507 | BOY |
| EOY | 24253719 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 602255 | BOY |
| EOY | -172788 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1530641 | BOY |
| EOY | 1553370 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26301403 | BOY |
| EOY | 25634301 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34180122 | BOY |
| EOY | 33414549 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -703218 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 36116 | 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9128893 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11159677 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14603397 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32488872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12945097 | CurrentTaxYear |
| Total | 80325936 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6036886 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6549616 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6705293 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6635096 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7718884 | CurrentTaxYear |
| Total | 33645775 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15165779 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17709293 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21308690 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39123968 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20663981 | CurrentTaxYear |
| Total | 113971711 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3844015 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4044614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7507651 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7499690 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7978470 | CurrentTaxYear |
| Total | 30874440 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3844015 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4044614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7507651 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7499690 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7978470 | CurrentTaxYear |
| Total | 30874440 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 83097271 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 604961 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 207629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 183147 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 170788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 163201 | CurrentTaxYear |
| Total | 1329726 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 604961 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 207629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 183147 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 170788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 163201 | CurrentTaxYear |
| Total | 1329726 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 782897 | CurrentTaxYear |
| Total | 782897 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15770740 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17916922 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21491837 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39294756 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21610079 | CurrentTaxYear |
| Total | 116084334 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.71580 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.74360 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01150 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01480 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART III, LINE 7B, COLUMN E: COMPREHENSIVE PENSION ADJUSTMENT $782,897 | GeneralExplanation |
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 | 827459 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 153338 | InvestmentEarningsOrLosses |
| Other Expenditures | 36116 | OtherExpenditures |
| Administrative Expenses | 4522 | AdministrativeExpenses |
| End Of Year Balance | 940159 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 779491 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 94839 | InvestmentEarningsOrLosses |
| Other Expenditures | 42678 | OtherExpenditures |
| Administrative Expenses | 4193 | AdministrativeExpenses |
| End Of Year Balance | 827459 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 985759 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -155803 | InvestmentEarningsOrLosses |
| Other Expenditures | 46578 | OtherExpenditures |
| Administrative Expenses | 3887 | AdministrativeExpenses |
| End Of Year Balance | 779491 | 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 | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2370000 | OtherCostOrOtherBasis |
| Book Value | 2370000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27955317 | OtherCostOrOtherBasis |
| Depreciation | 3239825 | Depreciation |
| Book Value | 24715492 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2236474 | OtherCostOrOtherBasis |
| Depreciation | 1598828 | Depreciation |
| Book Value | 637646 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27723138 | TotalOfBookValueLandBuildings |
| Total Revenue | 19420015 | TotalRevenue |
| Total Expenses | 20123233 | TotalExpenses |
| Excess Or Deficit For Year | -703218 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 36116 | NetUnrealizedGLOnInvestments |
| Other | $10,389,488 | OtherAmount |
| Total Adjustments | 10425604 | TotalAdjustments |
| Excess Or Deficit Per FS | 9722386 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29996021 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 36116 | NetUnrealizedGainsInvestments |
| Other Revenues | 10539890 | OtherRevenues |
| Revenue Not Rptd F990 | 10576006 | RevenueNotRptdF990 |
| Revenue Subtotal | 19420015 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19420015 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20273635 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 150402 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 150402 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20123233 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20123233 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| ExplanationExplanation |
|---|
| SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION AND SAN DIEGO SYMPHONY FOUNDATION ARE BOTH CALIFORNIA NOT-FOR-PROFIT CORPORATIONS THAT ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION AND SAN DIEGO SYMPHONY FOUNDATION FOLLOW THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION AND SAN DIEGO SYMPHONY FOUNDATION HAVE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2011 AND 2010. SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION AND SAN DIEGO SYMPHONY FOUNDATION ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2007 FOR THEIR FEDERAL FILINGS AND FOR YEARS BEFORE 2006 FOR THEIR STATE FILINGS. |
| PART XI, LINE 8, RECONCILIATION OF NET ASSETS: CONSOLODATING ADJUSTMENT AFFILIATE $10,389,488 PART XII, LINE 2D, RECONCILIATION OF REVENUE: ELIMINATING ENTRY SAN DIEGO SYMPHONY FND $-1,968,000 CONSOLODATING ADJUSTMENT $12,507,890 TOTAL $10,539,890 PART XIII, LINE 2D, RECONCILIATION OF EXPENSES: ELIMINATING ENTRY SAN DIEGO SYMPHONY FND $-1,968,000 CONSOLODATING ADJUSTMENT AFFILIATE $2,118,402 TOTAL $150,402 |
| PART V, LINE 4, INTENDED USE FOR THE ORGANIZATION'S ENDOWMENT FUNDS: GENERATE INCOME TO SUPPORT SAN DIEGO SYMPHONY ORCHESTRA FOUNDATION OPERATIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICE & GUNN INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 CAMINITO BASSANO WEST | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING, CENTENNIAL CAMPAIGN | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 171083 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 171083 | TotalRetainedByContractors |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VAN CLEEF & ARPELS | NameOfEvent1 |
| Gross Receipts Event1 | 797700 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 7500 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 790200 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 418810 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OPUS GALA | NameOfEvent2 |
| Gross Receipts Event2 | 739236 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 680685 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 58551 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 355091 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 13 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 871484 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 742524 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 128960 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 268922 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2408420 | GrossReceiptsTotal |
| Charitable Contributions Total | 1430709 | CharitableContributionsTotal |
| Gross Revenue Total Events | 977711 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 1042823 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1042823 | DirectExpenseSummaryEvents |
| Net Income Summary | -65112 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD BENTON GILL | |||||||||||||
| 254250 | 0 | 80000 | 0 | 0 | 0 | 16813 | 0 | 10194 | 0 | 361257 | 0 | 0 | 0 |
| ROBERT WILKINS | |||||||||||||
| 135200 | 0 | 5000 | 0 | 0 | 0 | 7050 | 0 | 6424 | 0 | 153674 | 0 | 0 | 0 |
| JEFF THAYER | |||||||||||||
| 164800 | 0 | 0 | 0 | 0 | 0 | 19057 | 0 | 10859 | 0 | 194716 | 0 | 0 | 0 |
| MEGAN POGUE | |||||||||||||
| 114523 | 0 | 21000 | 0 | 0 | 0 | 6824 | 0 | 10259 | 0 | 152606 | 0 | 0 | 0 |
| MATTHEW GARBUTT | |||||||||||||
| 131374 | 0 | 0 | 0 | 0 | 0 | 13866 | 0 | 9796 | 0 | 155036 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | BONUSES ARE AWARDED TO VARIOUS INDIVIDUALS LISTED AT FORM 990, PART VII, SECTION A, LINE 1A BASED ON A DISCRETIONARY METHOD AND MEETING GOAL/MERIT REQUIREMENTS. A FORMULA BASE BONUS METHOD IS NOT USED BY THE ORGANIZATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ED MOSS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | PUBLISHER, SD UNION TRIBUNE; SDSO BOARD MEMBER | Relationship |
| Amount Of Transaction | 308278 | AmountOfTransaction |
| Description Of Transaction | ADVERTISING - SD UNION TRIBUNE | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 112473 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV DATE OF GIFT | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 71762 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | 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 | LAPTOP | 1 | 300 | FMV |
| X | GIFT CERTIFICATES/GIFT BAGS | 7 | 23500 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT REVIEWS THE FORM 990 THEN THE AUDIT COMMITTEE REVIEWS AND APPROVES. THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE FORM 990 TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS. | |
| A CONFLICT OF INTEREST QUESTIONNAIRE IS DELIVERED ANNUALLY TO THE BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO BRING POTENTIAL CONFLICTS OF INTEREST TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REGULARLY DISCUSSES POTENITAL CONFLICTS & SOME MATTERS ARE BROUGHT TO THE ENTIRE BOARD OF DIRECTORS. IF A CONFLICT OF INTEREST ARISES, SUCH BOARD MEMBER IS NOT PERMITTED TO VOTE ON THE TRANSACTION. CONFLICT OF INTEREST FOR OFFICERS AND KEY EMPLOYEES ARE COVERED IN THE EMPLOYEE HANDBOOK AND IS PROHIBITED. IF A CONFLICT OF INTEREST ARISES IT IS BROUGHT TO THE ATTENTION OF THE EXECUTIVE DIRECTOR AND BOARD IF APPROPRIATE. THERE HAVE BEEN NO INCIDENCES OF CONFLICT DURING THE YEAR ENDING JUNE 30, 2011. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPENSATION FOR THE EXECUTIVE DIRECTOR, CFO AND COO IS REVIEWED AND APPROVED BY MEMBERS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE PROCESS IS BASED ON COMPARABLE DATA AND IS DOCUMENTED. THIS WAS LAST DONE 8-1-11. | 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. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 36,116. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO SYMPHONY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141858753 | EIN |
| Primary Activities | SUPPORT ORGANIZATION TO ASSOCIATION | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SAN DIEGO SYMPHONY FOUNDATION | ||
| D | 1968000 | CASH |
| SAN DIEGO SYMPHONY FOUNDATION 50000 | ||
| M | ||
| SAN DIEGO SYMPHONY FOUNDATION 50000 | ||
| N | ||
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