PEORIA SYMPHONY FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PEORIA SYMPHONY FOUNDATION INC (EIN 37-1137073)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-08
- IRS object ID
- 201123129349301102
- 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 | 2011-11-08T08:55:13-06:00 | 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 | CLIFTON GUNDERSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SW ADAMS STREET BOX 1835 | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 616561835 | 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 | 371137073 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEORIA SYMPHONY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PEOR | NameControl |
| Phone | 3096372787 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 HARRISON STREET | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 61602 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDY FURNISS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3096372787 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMUEL A CIGELNIK | Name |
| Phone | 3096714500 | 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 | JUDY FURNISS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 HARRISON STREET | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 61602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1041704 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO ENCOURAGE THE PERFORMANCE OF ORCHESTRA MUSIC IN THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24408 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 114112 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 102624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 235104 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 127032 | TotalRevenuePriorYear |
| Total Revenue Current Year | 349216 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 119055 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 221674 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 29221 | OtherExpensePriorYear |
| Other Expenses Current Year | 31679 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 148276 | TotalExpensesPriorYear |
| Total Expenses Current Year | 253353 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -21244 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 95863 | RevenuesLessExpensesCY |
| Total Assets BOY | 2933271 | TotalAssetsBOY |
| Total Assets EOY | 3509906 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2933271 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3509906 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENCOURAGE THE PERFORMANCE OF ORCHESTRA MUSIC IN THE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 221674 | Expense |
| Grants | 221674 | Grants |
| Description | PROVIDE FUNDING FOR THE PEORIA SYMPHONY ORCHESTRA. | Description |
| Total Program Service Expense | 221674 | 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 | 0 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 1 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 0 | QuidProQuoContributions |
| 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 0 | 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 | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY FURNISS EXEC DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3096917131 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 HARRISON ST | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 61602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| WALTER RUPPMAN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| SID BANWART | ||||||
| PAST PRESIDENT/DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RONALD L HENDERSON | ||||||
| TREASURER | 0.50 | X | 0 | 0 | 0 | |
| KARL KUPPLER | ||||||
| PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| WILLIAM WILSEN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JOHN BLOSSOM | ||||||
| VICE PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| FRED FREDERICK | ||||||
| SECRETARY | 0.50 | X | 0 | 0 | 0 | |
| STAN BUTLER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RENNIE ATTERBURY III | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| WAYNE BAUM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ROLAND LITTERST | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| REX LINDER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MARK MATUSZAK | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JUDY FURNISS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 78000 | 8240 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 78000 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8240 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 114112 | AllOtherContributions |
| Total Contributions | 114112 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63877 | TotalRevenueColumn |
| Exclusion | $63,877 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 863715 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 692488 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 171227 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 171227 | TotalRevenueColumn |
| Related Or Exempt Function Income | 171227 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 349216 | TotalRevenueColumn |
| Related Or Exempt Function Income | 171227 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $63,877 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221674 | Total |
| Program Services | 221674 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6800 | Total |
| Management And General | 6800 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| INVESTMENT FEES | 22220 | 22220 |
| MISCELLANEOUS EXPENSES | 1828 | 1828 |
| TRUST ADMINISTRATIVE FE | 831 | 831 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253353 | Total |
| Program Services | 221674 | ProgramServices |
| Management And General | 31679 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140353 | BOY |
| EOY | 362080 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13675 | BOY |
| EOY | 10675 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1251133 | BOY |
| EOY | 1371754 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1528110 | BOY |
| EOY | 1765397 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2933271 | BOY |
| EOY | 3509906 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2933271 | BOY |
| EOY | 3509906 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2933271 | BOY |
| EOY | 3509906 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2933271 | BOY |
| EOY | 3509906 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 95863 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 480772 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| 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 | 28645 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 55972 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22556 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 97503 | CurrentTaxYear |
| Total | 212979 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28645 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 55972 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22556 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 97503 | CurrentTaxYear |
| Total | 212979 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 212979 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78386 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87975 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 87224 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 69244 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63877 | CurrentTaxYear |
| Total | 386706 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 599685 | TotalSupport |
| Public Support Pertcentage170 | 0.35520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.27070 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Facts And Circumstances Test | ORGANIZATIONS THAT FAIL TO MEET THE 33 1/3 PERCENT-OF-SUPPORT TEST MAY STILL QUALIFY AS PUBLICLY SUPPORTED UNDER SECTION 509(A)(1) BY MEETING A FACTS AND CIRCUMSTANCES TEST, WHEREBY THE ORGANIZATION MUST MEET THE FOLLOWING CRITERIA:A. TOTAL GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION IS AT LEAST 10 PERCENT OF TOTAL SUPPORT,B. THE ORGANIZATION HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF SUPPORT FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS, OR FROM OTHER PUBLICLY SUPPORTED ORGANIZATIONS, ANDC. OTHER FACTS AND CIRCUMSTANCES REGARDING THE ORGANIZATION INDICATE THAT THE ORGANIZATION IS PUBLIC IN NATURE, SUCH AS THE PUBLIC NATURE OF ITS GOVERNING BOARD, HOW BROAD ITS SUPPORT IS, THE EXTENT TO WHICH ITS FACILITIES AND PROGRAMS ARE AVAILABLE TO THE PUBLIC, AND WHETHER ITS ACTIVITIES ARE LIKELY TO APPEAL TO PERSONS WITH BROAD COMMON INTEREST OR PURPOSE.PEORIA SYMPHONY FOUNDATION, INC. FAILS TO MEET THE 33 1/3 PERCENT-OF-SUPPORT TEST, BUT STILL QUALIFIES FOR TREATMENT AS A PUBLICLY SUPPORTED ORGANIZATION DUE TO THE FOLLOWING FACTS AND CIRCUMSTANCES:A. THE TOTAL GOVERNMENTAL AND PUBLIC SUPPORT FOR TAX YEAR 2010 IS 35.31% OF TOTAL SUPPORT, WHICH EXCEEDS THE 10% MINIMUM. FOR TAX YEARS 2009, 2008 AND 2007, TOTAL GOVERNMENTAL AND PUBLIC SUPPORT WAS 27.07%, 27.37% AND 22.8124%, RESPECTIVELY, OF TOTAL SUPPORT.B. THE ORGANIZATION IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS.C. THE ORGANIZATION MAINTAINS A BROADLY REPRESENTED BOARD OF DIRECTORS WITH 13 MEMBERS.D. THE ORGANIZATION RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS.E. THE ORGANIZATION PROVIDES GRANT AND ALLOCATIONS ONLY TO THE PEORIA SYMPHONY ORCHESTRA, WHICH PERMITS PUBLIC ACCESS TO ITS PROGRAMS AND PROVIDES THE PERFORMANCE OF ORCHESTRA MUSIC TO THE COMMUNITY.F. THE ORGANIZATIONS ACTIVITIES APPEAL TO PERSONS WITH BROAD COMMON INTERESTS. | FactsAndCircumstancesTest |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS | Description |
| Book Value | 1765397 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1765397 | TotalOfBookValueSecurities |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEORIA SYMPHONY ORCHESTRA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 HARRISON STREET | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 61602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 370901338 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 221674 | AmountOfCashGrant |
| Purpose Of Grant | PROVIDE FUNDING FOR THE PEORIA SYMPHONY ORCHESTRA. | PurposeOfGrant |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | DUE TO THE SMALL SIZE OF THE BOARD, THERE ARE NO COMMITTEES IN THIS ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED BY THE INTERNAL ACCOUNTANT AND EXECUTIVE DIRECTOR PRIOR TO SIGNATURE. IT IS THEN DELIVERED TO OFFICERS FOR SIGNATURES. | |
| WHEN SITUATIONS ARISE THAT ARE OF POSSIBLE CONFLICT, THEY ARE ADDRESSED AT THE BOARD LEVEL. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE DOCUMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| HOURS FOR RELATED ORGANIZATIONS: | JUDY FURNISS IS THE EXECUTIVE DIRECTOR FOR TWO ORGANIZATIONS, PEORIA SYMPHONY FOUNDATION, INC. AND PEORIA SYMPHONY ORCHESTRA. HER 40-HOUR WORK WEEK IS SPLIT BETWEEN BOTH ORGANIZATIONS. | FORM 990, SECTION VII, LINE 1A, COLUMN B: |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 480,772. | 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 | PEORIA SYMPHONY ORCHESTRA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 HARRISON STREET | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 61602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370901338 | EIN |
| Primary Activities | ARTS EDUCATION | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEORIA SYMPHONY ORCHESTRA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 221674 | AmountInvolved |
| Method Of Amt Determination | VALUE OF GRANT | MethodOfAmtDetermination |