2011-05-10T16:25:14-05:00 2010-06-30 Moss Adams LLP 9665 Granite Ridge Drive Suite 600 San Diego CA 92123 990 2009-07-01 952040874 San Diego Symphony Orchestra Association SAND 6192350800 1245 Seventh Avenue San Diego CA 92101 seth goldman 6192350800 2011-05-06 1 Patricia J Mayer 8586271400 2009 2016-02-24 21:20:13Z Edward B Gill 1245 seventh avenue san diego CA 92101 39376950 0 X WWW.SANDIEGOSYMPHONY.COM X 1928 CA Perform classical music & provide educational musical opportunities to San diego. 51 50 497 80 0 0 15341297 32488872 6446822 6429195 -2990 47534 81008 -133635 21866137 38831966 0 0 12374383 13973850 131935 1200928 6899000 7659913 19273383 21765698 2592754 17066268 14608589 34180122 5421424 7878719 9187165 26301403 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. 0 0 15136489 6429194 CONCERT EXPENSES: TO PROVIDE EDUCATIONAL AND CULTURAL ENRICHMENT TO THE SAN DIEGO AREA THROUGH LIVE MUSICAL CONCERTS.SUMMER POPS 28 SHOWS - 61,588 ATTENDEDMASTERWORKS SERIES 40 SHOWS - 57,241 ATTENDEDWINTER POPS 16 SHOWS - 21,208 ATTENDEDFAMILY FESTIVAL 4 SHOWS - 6,341 ATTENDEDSYMPHONY EXPOSED 4 SHOWS - 4,670 ATTENDEDOTHER PROGRAMS 13 SHOWS - 18,172 ATTENDED 2199870 PROMOTION AND BOX OFFICE: TO PROMOTE THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION'S MANY PERFORMANCES, RECEPTIONS AND EVENTS. 113673 665 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. 17450032 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 69 0 1 497 1 0 0 0 0 0 1 1 0 0 0 51 50 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Seth Goldman cfo 6192350800 1245 seventh avenue San Diego CA 92101 Mitchell R Woodbury 4.00 X X 0 0 0 Joyce Grosvenor 4.00 X X 0 0 0 Paul Hering 4.00 X X 0 0 0 Evelyn Lamden 4.00 X X 0 0 0 John Zygowicz 4.00 X X 0 0 0 Andrew S Clark 4.00 X X 0 0 0 Barbara Maurais 4.00 X 0 0 0 Ben G Clay 4.00 X 0 0 0 Carol Cebron 4.00 X 0 0 0 Carol Stensrud 4.00 X 0 0 0 Charles Simpson 4.00 X 0 0 0 Claude Benchimol PhD 4.00 X 0 0 0 Craig A Schloss Esq 4.00 X 0 0 0 Daniel G Giordano 4.00 X 0 0 0 David R Snyder Esq 4.00 X 0 0 0 Debra A Thomas 4.00 X 0 0 0 Donald M Slate 4.00 X 0 0 0 EM Ted Strauss 4.00 X 0 0 0 Douglas F Bradley 4.00 X 0 0 0 Elizabeth Hamman Oliver 4.00 X 0 0 0 Gary Cady 4.00 X 0 0 0 David C Copley 4.00 X 0 0 0 J Willaim Ichord 4.00 X 0 0 0 Lisette Farrell 4.00 X 0 0 0 Julia Brown 4.00 X 0 0 0 Marilyn E Thompson 4.00 X 0 0 0 Michael Lapadula 4.00 X 0 0 0 James L Fitzpatrick 4.00 X 0 0 0 Paul Chacon 4.00 X 0 0 0 Peter V Czipott PhD 4.00 X 0 0 0 Phyllis Epstein 4.00 X 0 0 0 Robert Crouch 4.00 X 0 0 0 Sam B Ersan 4.00 X 0 0 0 Shearn Platt 4.00 X 0 0 0 Sheryl M Sutton 4.00 X 0 0 0 Martha Gafford 4.00 X 0 0 0 Stephen T Worland PhD 4.00 X 0 0 0 Steven R Penhall 4.00 X 0 0 0 Edward R Moss 4.00 X 0 0 0 Tanya M Brandes 4.00 X 0 0 0 Theodore Cranston Esq 4.00 X 0 0 0 Theresa J Drew 4.00 X 0 0 0 Stephanie Sontag 4.00 X 0 0 0 James R Dick Valentine 4.00 X 0 0 0 William T Walton III 4.00 X 0 0 0 James C Wendler 4.00 X 0 0 0 Penny Wing 4.00 X 0 0 0 Mitchell R Woodbury 4.00 X 0 0 0 Warren O Kessler MD 4.00 X 0 0 0 Anne Ratner 4.00 X 0 0 0 Herbert Solomon Esq 4.00 X 0 0 0 Edward Benton Gill 40.00 X 348117 0 19666 Robert Wilkins 40.00 X 132443 0 15669 Seth Goldman 40.00 X 103206 0 22104 Jeff Thayer 32.50 X 0 0 0 Megan Pogue 40.00 X 0 0 0 Gregory Parry 40.00 X 0 0 0 Matthew Garbutt 30.00 X 0 0 0 Gerry Gagliardi 40.00 X 0 0 0 JEFF THAYER 40.00 X 167813 0 29084 MEGAN POGUE 40.00 X 110521 0 12641 MATTHEW GARBUTT 40.00 X 107774 0 22469 969874 0 121633 6 0 1 0 echo pacific construction inc 1230 simpson way escondido CA 92029 contractors 517731 jahja ling inc 1245 seventh avenue san diego CA 92101 conductOR 339400 Power Plus Sound & Lighting Inc 2460 Grand Avenue vista CA 92081 Sound & Lighting Services 296633 Marvin Hamlisch Inc 1790 Broadway new york NY 10019 conductOR 287193 mcnulty creative 2716 FIFTH AVENUE SAN Diego CA 92103 prINTING SERVICES 249235 11 24250 944295 1857000 504161 29159166 19636863 32488872 concert tickets 900099 4732817 4732817 OTHER performance REVE 900099 1696378 1696378 6429195 4946 4946 165842 165842 165842 165842 82195 39607 42588 42588 42588 94820 944295 505377 -410557 -410557 110416 110416 110416 outreach income 900099 664 664 664 38831966 6429859 0 -86765 641205 549857 51275 40073 8901355 7633230 711818 556307 2357375 2312575 26057 18743 1271757 1158601 69159 43997 802158 708988 48625 44545 10140 10140 72260 72260 131935 131935 2344186 2333337 10849 1264489 1243662 20827 473259 29354 318650 125255 62565 62565 14749 12812 1937 10167 10167 1133765 197429 936336 108127 108127 other concert productio 1282999 1282999 bad debt expense 665898 665898 donor receptions/events 142241 142241 donor/sponsor benefits 52003 52003 credit card procesing 23065 23065 21765698 17450032 3114738 1200928 380450 285534 2053063 2596227 879168 279051 133482 101592 698761 1257912 32302312 3617611 9447199 28684701 1016466 975105 14608589 34180122 2602232 4213969 2819192 3664750 5421424 7878719 X 7629262 24168507 535017 602255 1022886 1530641 9187165 26301403 14608589 34180122 X 0 1 1 X 0 X 9684950 9128893 11159677 14603397 32488872 77065789 6002005 6036886 6549616 6705293 6635096 31928896 15686955 15165779 17709293 21308690 39123968 108994685 3836313 3844015 4044614 7507651 7499690 26732283 0 3836313 3844015 4044614 7507651 7499690 26732283 82262402 470735 604961 207629 183147 170788 1637260 470735 604961 207629 183147 170788 1637260 16157690 15770740 17916922 21491837 39294756 110631945 0.74360 0.70610 0.01480 0.02410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 779491 94839 42678 4193 827459 985759 -155803 46578 3887 779491 1.00000 0 0 2370000 2370000 27929484 2190717 25738767 2002828 1426894 575934 28684701 38831966 21765698 17066268 6265480 6265480 23331748 45229721 6397755 6397755 38831966 0 38831966 21897973 132275 132275 21765698 0 21765698 SAN DIEGO SYMPHONY AND SAN DIEGO SYMPHONY FOUNDATION ADOPTED NEW PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS AS OF JULY 1, 2009. NO ADJUSTMENT TO NET ASSETS WAS REQUIRED UPON THE ADOPTION OF THE NEW PROVISIONS AS SAN DIEGO SYMPHONY AND SAN DIEGO SYMPHONY FOUNDATION HAD NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES. SAN DIEGO SYMPHONY AND SAN DIEGO SYMPHONY FOUNDATION HAVE NO UNRECONGIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2010 AND 2009. SAN DIEGO SYMPHONY AND SAN DIEGO SYMPHONY FOUNDATION ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2007 FOR ITS FEDERAL FILINGS AND FOR YEARS BEFORE 2006 FOR ITS STATE FILINGS. PART XI, LINE 8, RECONCILIATION OF NET ASSETS: CONSOLODATING ADJUSTMENT AFFILIATE $6,217,513 change in value of split interest gifts $47,967 total $6,265,480 PART XII, LINE 2D, RECONCILIATION OF REVENUE: ELIMINATING ENTRY SAN DIEGO SYMPHONY FND -$1,857,000 CONSOLODATING ADJUSTMENT $8,206,788 change in value of split interest gifts $47,967 TOTAL $6,397,755 PART XIII, LINE 2D, RECONCILIATION OF EXPENSES: ELIMINATING ENTRY SAN DIEGO SYMPHONY FND -$1,857,000 CONSOLODATING ADJUSTMENT AFFILIATE $1,989,275 TOTAL $132,275 PART V, LINE 4, INTENDED USE FOR THE ORGANIZATION'S ENDOWMENT FUNDS: GENERATE INCOME TO SUPPORT SAN DIEGO SYMPHONY ORCHESTRA FOUNDATION OPERATIONS. X X X X X X X 1 Rice & Gunn Inc Consulting, Centennial Campaign 0 0 129583 0 129583 CA opus gala 498862 463362 35500 175553 tux & tennies 347280 305430 41850 157107 6 192973 175503 17470 172717 1039115 944295 94820 505377 505377 -410557 X X X X 0 0 0 0 0 0 0 1 0 Edward Benton Gill 248117 0 100000 0 0 0 7292 0 12374 0 367783 0 0 0 JEFF THAYER 167813 0 0 0 0 0 20138 0 8946 0 196897 0 0 0 Part I, Line 7 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. Edward Moss Publisher and president of the SD Union Tribune; SDSO Board Member 350104 Advertising paid to SD Union Tribune 0 X 1000 COMPARABLES MARKET X 1 19602504 COMPARABLES MARKET X 11 3449 COMPARABLES MARKET X gift certificates 12 21210 COMPARABLES MARKET X jewelry 2 8700 COMPARABLES MARKET 0 1 0 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. Form 990, Part VI, Section B, line 12c 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, 2010. Form 990, Part VI, Section B, line 15 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 7-20-10. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. form 990, part iv, line 12a: audited financial statements are prepared on a consolidated basis. however a separate balance sheet and statement of activity for each member of the consolidated group is presented in the audit financial statement report. san diego symphony foundation 1245 seventh ave san diego CA 92101 141858753 support organization to association CA 501(c)(3) 11 san diego symphony orchestra association 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 san diego symphony foundation C 1857000 san diego symphony foundation 50000 M san diego symphony foundation 50000 N