SANTA MARIA PHILHARMONIC SOCIETY: Form 990EZ, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SANTA MARIA PHILHARMONIC SOCIETY (EIN 77-0288378)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-09-29
- IRS object ID
- 201102729349200505
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-29T13:25:09-05:00 | 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 | MCDERMOTT & APKARIAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 SOUTH BROADWAY 201 | AddressLine1 |
| City | ORCUTT | City |
| State | CA | State |
| ZIP Code | 93455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770288378 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA MARIA PHILHARMONIC SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8059250412 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 EAST JONES STREET | AddressLine1 |
| City | SANTA MARIA | City |
| State | CA | State |
| ZIP Code | 93454 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD ONTELL | Name |
| Title | PRESIDENT | Title |
| Phone | 8059250412 | Phone |
| Date Signed | 2011-09-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS V APKARIAN JR CPA | Name |
| Phone | 8059258729 | Phone |
| Date Prepared | 2011-09-26 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | WWW.SANTAMARIAPHILHARMONIC.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 199985 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 104216 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 27359 | ProgramServiceRevenue |
| Membership Dues | 34405 | MembershipDues |
| Investment Income | 12 | InvestmentIncome |
| Fundraising Gross Income | 29707 | FundraisingGrossIncome |
| Special Events Direct Expenses | 19283 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 10424 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 4286 | OtherRevenueTotal |
| Total Revenue | 180702 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 131985 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 115 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 15553 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 5846 | PrintingPublicationsPostage |
| Other Expenses Total | 41550 | OtherExpensesTotal |
| Total Expenses | 195049 | TotalExpenses |
| Excess Or Deficit For Year | -14347 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 16746 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 2399 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18854 | BOY |
| EOY | 21275 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1889 | BOY |
| EOY | 1186 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20743 | BOY |
| EOY | 22461 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3997 | BOY |
| EOY | 20062 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16746 | BOY |
| EOY | 2399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | PROVIDE SYMPHONIC CONCERTS FOR THE GENERAL PUBLIC. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | PROVIDE CONCERTS FOR THE GENERAL PUBLIC | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 131683 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 131683 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RICHARD ONTELL | ||||||||
| 2280 GLACIER LANE | SANTA MARIA | CA | 93455 | PRESIDENT | 30.00 | 0 | 0 | 0 |
| JED BEEBE | ||||||||
| 1309 ESTES DRIVE | SANTA MARIA | CA | 93455 | EXECUTIVE VICE-PRESIDENT | 25.00 | 0 | 0 | 0 |
| NADINE CALDWELL-CLEVELAND | ||||||||
| 321 E INGER DRIVE E40 | SANTA MARIA | CA | 93455 | VICE-PRESIDENT MARKETING | 20.00 | 0 | 0 | 0 |
| TAMARA GAUSSOIN | ||||||||
| 715 S BRADLEY ROAD UNIT 7 | SANTA MARIA | CA | 934546365 | SECRETARY | 15.00 | 0 | 0 | 0 |
| TERI WHITE | ||||||||
| 2429 PROFESSIONAL PARKWAY SUITE 103 | SANTA MARIA | CA | 93455 | TREASURER | 25.00 | 0 | 0 | 0 |
| DONNA BEAL | ||||||||
| 919 STACY ANN TERRACE | SANTA MARIA | CA | 934557466 | DIRECTOR | 10.00 | 0 | 0 | 0 |
| DIANE BORAD-MIRKEN | ||||||||
| 341 ALYSSUM CIRCLE | NIPOMO | CA | 93444 | DIRECTOR | 10.00 | 0 | 0 | 0 |
| GEORGE CROSBY | ||||||||
| 4577 HARMONY LANE | SANTA MARIA | CA | 93455 | DIRECTOR | 10.00 | 0 | 0 | 0 |
| MARCUS ENGELMANN | ||||||||
| PO BOX 1063 | SANTA MARIA | CA | 934561063 | DIRECTOR | 10.00 | 0 | 0 | 0 |
| GEORGE MAJOUE | ||||||||
| 814 E LOUISA TERRACE | SANTA MARIA | CA | 934557441 | EXECUTIVE DIRECTOR | 30.00 | 40000 | 0 | 0 |
| JOHN FARRER | ||||||||
| 3200 EL ENCANTO CT 16 | BAKERSFIELD | CA | 933011541 | MUSIC DIRECTOR | 20.00 | 22518 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 1 | OrganizationHadUBI |
| Organization Filed990 T | 1 | OrganizationFiled990T |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE MAJOUE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E JONES ST | AddressLine1 |
| City | SANTA MARIA | City |
| State | CA | State |
| ZIP Code | 93454 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8059250412 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction With Control Entity | 0 | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
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 | 184354 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 214857 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 239469 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 121440 | CurrentTaxYearMinus1Year |
| Current Tax Year | 104216 | CurrentTaxYear |
| Total | 864336 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 115218 | CurrentTaxYearMinus1Year |
| Total | 115218 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 184354 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 214857 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 239469 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 236658 | CurrentTaxYearMinus1Year |
| Current Tax Year | 104216 | CurrentTaxYear |
| Total | 979554 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 96087 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 89790 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15000 | CurrentTaxYearMinus2Years |
| Total | 200877 | 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 | 96087 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 89790 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15000 | CurrentTaxYearMinus2Years |
| Total | 200877 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 778677 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 328 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 156 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12 | CurrentTaxYear |
| Total | 797 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 328 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 156 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12 | CurrentTaxYear |
| Total | 797 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1927 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4286 | CurrentTaxYear |
| Total | 6213 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2574 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3166 | CurrentTaxYearMinus3Years |
| Total | 5740 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 187256 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 218179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 239485 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 238870 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108514 | CurrentTaxYear |
| Total | 992304 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.78470 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.71570 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00080 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINTER FUNDRAISER | NameOfEvent1 |
| Gross Receipts Event1 | 21347 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 21347 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 500 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 6229 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1132 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FUNDRAISER CONCERTS | NameOfEvent2 |
| Gross Receipts Event2 | 3470 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 3470 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 8300 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 4890 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 4890 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 3122 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 29707 | GrossReceiptsTotal |
| Gross Revenue Total Events | 29707 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 500 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 6229 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 12554 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 19283 | DirectExpenseSummaryEvents |
| Net Income Summary | 10424 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | DIVIDEND INCOME 12.. TOTAL TO FORM 990-EZ, LINE 14: 15,553. |
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | DESCRIPTION: PROGRAM ADVERTISING. AMOUNT: 4,286. |
| OCCUPANCY, RENT, UTILITIES AND MAINTENENCE | FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 703. DESCRIPTION: OTHER EXPENSES. AMOUNT: 14,850. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: ADVERTISING EXPENSE. AMOUNT: 488. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 1,075. DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 629. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 165. DESCRIPTION: GIFTS. AMOUNT: 197. DESCRIPTION: INSURANCE. AMOUNT: 5,095. DESCRIPTION: LICENSES AND PERMITS. AMOUNT: 311. DESCRIPTION: MISCELLANEOUS. AMOUNT: 182. DESCRIPTION: SEMINARS/ WORKSHOPS. AMOUNT: 661. DESCRIPTION: SUPPLIES. AMOUNT: 1,967. DESCRIPTION: PAYROLL FEES. AMOUNT: 60. DESCRIPTION: PAYROLL TAXES. AMOUNT: 943. DESCRIPTION: TRAVEL AND LODGING - CONDUCTOR/ MUSICIANS. AMOUNT: 9,545. DESCRIPTION: CONCERT GUEST ARTIST. AMOUNT: 4,500. DESCRIPTION: OUTSIDE SERVICES. AMOUNT: 12,657. DESCRIPTION: TAXES. AMOUNT: 564. DESCRIPTION: OTHER CONCERT EXPENSES. AMOUNT: 2,511. TOTAL TO FORM 990-EZ, LINE 16: 41,550. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 133. END OF YEAR AMOUNT: 133. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,756. END OF YEAR AMOUNT: 1,053. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 2,749. END OF YEAR AMOUNT: 15,062. DESCRIPTION: BOARD LOAN. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,000. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,248. END OF YEAR AMOUNT: 0. |