ORCHESTRA LUMOS INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ORCHESTRA LUMOS INC (EIN 06-6100039)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-12-05
- IRS object ID
- 201113399349300101
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-05T08:38:22-06:00 | 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 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STAMFORD LANDING | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | 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 | 066100039 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STAMFORD SYMPHONY ORCHESTRA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAM | NameControl |
| Phone | 2033251407 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA SOROCA | Name |
| Title | CEO & PRESIDENT | Title |
| Phone | 2033251407 | Phone |
| Date Signed | 2011-12-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN STRONG | Name |
| Phone | 2033232400 | 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 | BARBARA SOROCA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1672406 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STAMFORDSYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PERFORM AND ENCOURAGE THE UNDERSTANDING, APPRECIATION, AND STUDY OF THE ART OF MUSIC. THE ORGANIZATION MANAGES AND SUPERVISES THE STAMFORD SYMPHONY ORCHESTRA, AS WELL AS PROVIDING EDUCATIONAL AND OUTREACH PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 139 | TotalNbrEmployees |
| Total Nbr Volunteers | 22 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 818667 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 807440 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 489871 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 426338 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 30745 | InvestmentIncomePriorYear |
| Investment Income Current Year | 42182 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6566 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14207 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1345849 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1290167 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15250 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 18250 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 768169 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 787701 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 71232 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 419705 | OtherExpensePriorYear |
| Other Expenses Current Year | 401760 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1203124 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1207711 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 142725 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 82456 | RevenuesLessExpensesCY |
| Total Assets BOY | 1441885 | TotalAssetsBOY |
| Total Assets EOY | 1568851 | TotalAssetsEOY |
| Total Liabilities BOY | 261156 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 259350 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1180729 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1309501 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PERFORM AND ENCOURAGE THE UNDERSTANDING, APPRECIATION, AND STUDY OF THE ART OF MUSIC. THE ORGANIZATION MANAGES AND SUPERVISES THE STAMFORD SYMPHONY ORCHESTRA, AS WELL AS PROVIDING EDUCATIONAL AND OUTREACH PROGRAMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 809096 | Expense |
| Revenue | 413165 | Revenue |
| Description | SEVERAL CLASSICAL AND POP PERFORMANCES THROUGHOUT THE YEAR. INCREASED ACCESSABILITY TO LIVE CLASSICAL MUSIC TO A BROADER RANGE OF THE COMMUNITY, INCLUDING CHILDREN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 111973 | Expense |
| Revenue | 13173 | Revenue |
| Description | INTEGRATED ARTS IN EDUCATION AND EDUCATION OUTREACH PROGRAMS FOR ALL AGES OF SCHOOL CHILDREN IN STAMFORD AND OTHER AREA SCHOOLS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 921069 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | 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 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 139 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA SOROCA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2033251407 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 069013236 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SUSAN N ADAMSEN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PETER ANKER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN PERRY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOHN B CANNING | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL MAYONE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES RAND | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS HERBIG | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES MARPE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN C PARRISH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| NICHOLAS RUDD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JULIE FORRESTER-ALEXANDRE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JANE FREEMAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| VARINA STEUERT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ALAN MCINTYRE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JANIS TURNER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PENNY YOUNG | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT WHITBY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BARRY BLAKE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL GISBY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JEFF FORD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SHARI GOODSTEIN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL KOHN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ERIC ORDWAY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DINESH PALIWAL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL PULEO | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA SOROCA | |||||||
| CEO & PRESIDENT | 35.00 | 148451 | 0 | 0 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 148451 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 102401 | FundraisingEvents |
| Government Grants | 35614 | GovernmentGrants |
| All Other Contributions | 669425 | AllOtherContributions |
| Total Contributions | 807440 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SUBSCRIPTIONS & BOX OF | 711130 | 349987 | 349987 |
| CONTRACT FEES | 711130 | 49503 | 49503 |
| PROGRAM BOOK | 711130 | 13675 | 13675 |
| EDUCATIONAL PROGRAMS | 611710 | 13173 | 13173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 426338 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43162 | TotalRevenueColumn |
| Exclusion | $43,162 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 366040 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 367020 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -980 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -980 | TotalRevenueColumn |
| Exclusion | -$980 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 23800 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 102401 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 15219 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8581 | TotalRevenueColumn |
| Exclusion | $8,581 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 711130 | BusinessCode |
| Total Revenue Column | 5626 | TotalRevenueColumn |
| Exclusion | $5,626 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5626 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1290167 | TotalRevenueColumn |
| Related Or Exempt Function Income | 426338 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $56,389 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18250 | Total |
| Program Services | 18250 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151828 | Total |
| Program Services | 113871 | ProgramServices |
| Management And General | 27329 | ManagementAndGeneral |
| Fundraising | 10628 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523738 | Total |
| Program Services | 392804 | ProgramServices |
| Management And General | 94273 | ManagementAndGeneral |
| Fundraising | 36661 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37874 | Total |
| Program Services | 28406 | ProgramServices |
| Management And General | 6817 | ManagementAndGeneral |
| Fundraising | 2651 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29613 | Total |
| Program Services | 22210 | ProgramServices |
| Management And General | 5330 | ManagementAndGeneral |
| Fundraising | 2073 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44648 | Total |
| Program Services | 33486 | ProgramServices |
| Management And General | 8037 | ManagementAndGeneral |
| Fundraising | 3125 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71452 | Total |
| Program Services | 43385 | ProgramServices |
| Management And General | 27827 | ManagementAndGeneral |
| Fundraising | 240 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29716 | Total |
| Program Services | 29716 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53966 | Total |
| Program Services | 34845 | ProgramServices |
| Management And General | 11643 | ManagementAndGeneral |
| Fundraising | 7478 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5739 | Total |
| Program Services | 5739 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13958 | Total |
| Management And General | 9770 | ManagementAndGeneral |
| Fundraising | 4188 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4566 | Total |
| Management And General | 4566 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6438 | Total |
| Program Services | 4378 | ProgramServices |
| Management And General | 2060 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19143 | Total |
| Program Services | 13400 | ProgramServices |
| Management And General | 4786 | ManagementAndGeneral |
| Fundraising | 957 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER PRODUCTION COSTS | 46634 | 46634 | ||
| GUEST ARTISTS | 37214 | 37214 | ||
| CONCERT AND REHEARSAL H | 34872 | 34872 | ||
| OTHER PRODUCTION PERSON | 31331 | 31331 | ||
| MISCELLANEOUS | 29370 | 16639 | 9500 | 3231 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17361 | Total |
| Program Services | 13889 | ProgramServices |
| Management And General | 3472 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1207711 | Total |
| Program Services | 921069 | ProgramServices |
| Management And General | 215410 | ManagementAndGeneral |
| Fundraising | 71232 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7039 | BOY |
| EOY | 4085 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427748 | BOY |
| EOY | 272447 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14250 | BOY |
| EOY | 18500 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62335 | BOY |
| EOY | 4363 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4557 | BOY |
| EOY | 12131 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 94906 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 59490 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41854 | BOY |
| EOY | 35416 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 880602 | BOY |
| EOY | 1218409 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3500 | BOY |
| EOY | 3500 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1441885 | BOY |
| EOY | 1568851 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38629 | BOY |
| EOY | 34089 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222527 | BOY |
| EOY | 225261 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261156 | BOY |
| EOY | 259350 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 887399 | BOY |
| EOY | 966335 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293330 | BOY |
| EOY | 343166 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1180729 | BOY |
| EOY | 1309501 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1441885 | BOY |
| EOY | 1568851 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 82456 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 46316 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 675043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 979672 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 634486 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 818667 | CurrentTaxYearMinus1Year |
| Current Tax Year | 807440 | CurrentTaxYear |
| Total | 3915308 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 675043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 979672 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 634486 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 818667 | CurrentTaxYearMinus1Year |
| Current Tax Year | 807440 | CurrentTaxYear |
| Total | 3915308 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 633489 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3281819 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25057 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29775 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30745 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42182 | CurrentTaxYear |
| Total | 158603 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1955 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8460 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9881 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6566 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5626 | CurrentTaxYear |
| Total | 32488 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4106399 | TotalSupport |
| Gross Receipts From Admissions Etc | 2136294 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79920 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81430 | 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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6500 | OtherCostOrOtherBasis |
| Depreciation | 6500 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 88406 | OtherCostOrOtherBasis |
| Depreciation | 52990 | Depreciation |
| Book Value | 35416 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 35416 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY MARKET FUND | 21401 | F |
| EQUITY MUTUAL FUNDS | 438214 | F |
| CORPORATE BONDS | 758794 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1218409 | TotalOfBookValueSecurities |
| Total Revenue | 1290167 | TotalRevenue |
| Total Expenses | 1207711 | TotalExpenses |
| Excess Or Deficit For Year | 82456 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 46317 | NetUnrealizedGLOnInvestments |
| Other | -$1 | OtherAmount |
| Total Adjustments | 46316 | TotalAdjustments |
| Excess Or Deficit Per FS | 128772 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1567170 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 46317 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 230686 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 277003 | RevenueNotRptdF990 |
| Revenue Subtotal | 1290167 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1290167 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1438397 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 230686 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 230686 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1207711 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1207711 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SYMPHONY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. THE SYMPHONY IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAX JURISDICTIONS FOR PERIODS PRIOR TO 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ADJUSTMENT |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 126201 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 102401 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 23800 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 10950 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 4269 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF | NameOfEvent2 |
| Gross Receipts Event2 | 0 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Receipts Total | 126201 | GrossReceiptsTotal |
| Charitable Contributions Total | 102401 | CharitableContributionsTotal |
| Gross Revenue Total Events | 23800 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 10950 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 4269 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 15219 | DirectExpenseSummaryEvents |
| Net Income Summary | 8581 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 18250 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FOR THE SCHOLARSHIPS GIVEN PLEASE DESCRIBE THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF THE SCHOLARSHIP. WE FOLLOW THE TERMS SET FORTH IN THE JENIAM AND MEEKER CONTRACTS. WHEN NECESSARY, WE WAIT FOR THE GPA RESULTS FOR THE SCHOOL YEAR. WHEN THE GPA REQUIREMENTS ARE MET, WE SEND THE SCHOLARSHIP MONEY OUT TO THE COLLEGE THAT THE SCHOLARSHIP WINNER HAS BEEN ATTENDING. AT THE TIME THE SCHOLARSHIP WINNER WAS DETERMINED, THEY NOTIFY US WHICH COLLEGE THEY WILL BE ATTENDING AND WHICH CURRICULUM THEY WILL BE FOLLOWING. THE EDUCATION COORDINATOR FOLLOWS UP TO MAKE SURE THE CURRICULUM IS FOLLOWED AND THAT THE STUDENT IS IN GOOD STANDING AS FAR AS THE SCHOLARSHIP CONTRACT IS CONCERNED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 1. THE CEO AND THE AUDIT COMMITTEE OF THE ORGANIZATION WILL REVIEW THE FORM 990 PRIOR TO CIRCULATING IT TO THE GOVERNING BODY (BOARD MEMBERS) TO ENSURE THAT IT CORRECTLY REFLECTS ALL ACTIVITIES AND POLICIES OF THE ORGANIZATION. 2. AFTER THE AUDIT COMMITTEE'S REVIEW, THE FORM 990 WILL BE CIRCULATED TO THE GOVERNING BODY. ANY QUESTIONS, SUGGESTIONS OR CONCERNS FRON ANY BOARD MEMBER WITH RESPECT TO THE FORM 990 WILL BE ADDRESSED BY A MEMBER OF THE AUDIT COMMITTEE PRIOR TO THE FILING. | |
| ANY OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES ARE REQUIRED TO DISCLOSE WHEN THEY COME ONTO THE BOARD OF DIRECTORS OR ARE HIRED, ANY CONFLICT OF INTEREST THEY MAY HAVE FOR ANY MATTER THAT COMES BEFORE THE BOARD OF DIRECTORS. EACH BOARD MEMBER IS AWARE OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND THEIR FIDUCIARY RESPONSIBILITY TO ABIDE BY IT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE PRESIDENT/CEO'S BASE COMPENSATION IS SUBJECT TO REVIEW EACH FISCAL YEAR. HIS/HER SALARY IS GENERALLY INCREASED IN LINE WITH THE COST-OF-LIVING INCREASE GRANTED TO THE SSO FULL-TIME STAFF. HOWEVER, THE PRESIDENT/CEO WILL BE ELIGIBLE TO EARN AN ANNUAL PERFORMANCE BONUS TO THE EXTENT THAT HE/SHE MEETS AND EXCEEDS GOALS AGREED UPON IN ACCORDANCE WITH THE PROCEDURES SET FORTH BELOW. EARLY IN EACH FISCAL YEAR, THE PRESIDENT/CEO MEETS WITH THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE TO AGREE UPON THE PRESIDENT/CEO'S PERFORMANCE OBJECTIVES FOR THE COMING YEAR. GOALS ARE BOTH QUALITATIVE AND QUANTITATIVE. THE PRESIDENT/CEO'S PERFORMANCE IS REVIEWED BY THE BOARD CHAIR AND THE CHAIR OF THE PERSONNEL COMMITTEE AFTER THE END OF EACH FISCAL YEAR, AT WHICH TIME, THE PERSONNEL COMMITTEE MEETS TO DETERMINE WHETHER PAYMENT OF A BONUS TO THE PRESIDENT/CEO IS APPROPRIATE AND, IF SO, THE AMOUNT OF THE BONUS. THE AMOUNT OF THE PRESIDENT/CEO'S RECOMMENDED BONUS AND THE AMOUNT OF THE COST OF LIVING INCREASE GRANTED TO THE PRESIDENT/CEO AND ALL OTHER MEMBERS OF THE SSO FULL TIME STAFF IS PRESENTED TO THE BOARD FOR APPROVAL AT AN EXECUTIVE SESSION AT WHICH ONLY BOARD MEMBERS ARE PRESENT AND AT WHICH THE PRESIDENT/CEO IS NOT PRESENT. B) OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATIONS SAME AS ABOVE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION WILL PROVIDE COPIES OF ITS CERTIFICATE OF INCORPORATION, BYLAWS (WHICH INCLUDE THE CONFLICT OF INTEREST POLICY) AND THE AUDITED FINANCIAL STATEMENTS UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 46,317. ADJUSTMENT -1. TOTAL TO FORM 990, PART XI, LINE 5: 46,316. | FORM 990, PART XI, LINE 5: |
| THIS PROCESS HAS NOT CHANGED SINCE THE PREVIOUS YEAR. |
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