2011-08-15T16:38:04-05:00 2010-09-30 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 900243783 990 2009-10-01 951696734 LOS ANGELES PHILHARMONIC ASSOCIATION LOSA 2139727300 151 SOUTH GRAND AVE LOS ANGELES CA 900123034 MIKE DeMartini 2139727300 2011-08-09 1 Lior Temkin 3104773924 2011-08-04 2009 2016-02-24 21:20:13Z Michael DeMartini 151 SOUTH GRAND AVE LOS ANGELES CA 900123034 116416672 0 X www.laphil.org X 1934 CA The mission of the Los Angeles Philharmonic Association is to perform, present, and promote music in its many varied forms at the highest level of excellence to a large and diverse audience. 59 59 1883 1123 3251 0 23393253 38486487 67705595 72688355 -6602137 2885848 -444211 -285396 84052500 113775294 6500 6000 0 47660897 49482343 482193 5353299 42780632 46961852 90448029 96932388 -6395529 16842906 155301308 180118580 47077380 45406937 108223928 134711643 The mission of the Los Angeles Philharmonic Association is to perform, present, and promote music in its many varied forms at the highest level of excellence to a large and diverse audience. 0 0 29336618 37376261 Orchestral PERFORMANCE# OF TICKETS: 535,451 8224047 15689410 Non-orchestral Performances# OF TICKETS: 306,733 3120051 1517000 Tour concerts, neighborhood concerts and run-outs# of tickets:Run-outs: 3,884 In-State and Out-of-State: 23,362 40891781 6000 18212406 Concerts by other presenters, recording/ royalties and other miscellaneous program services. 40891781 6000 18212406 81572497 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 429 0 1 1883 1 1 1 0 0 0 0 1 1 0 0 0 59 59 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X Michael DeMartini VP & CFO 2139727300 151 S GRAND AVE LOS ANGELES CA 900123034 Robert J Abernethy 1.00 X 0 0 0 Wallis Annenberg 1.00 X 0 0 0 David N Barry 1.00 X 0 0 0 Thomas L Beckmen 1.00 X 0 0 0 David Bohnett 5.00 X 0 0 0 Lynn A Booth 1.00 X 0 0 0 Arlyss Burkett 1.00 X 0 0 0 Anthon S Cannon Jr Esq 1.00 X 0 0 0 Mark Houston Dalzell 1.00 X 0 0 0 Kelvin L Davis 1.00 X 0 0 0 Donald P de Brier 1.00 X 0 0 0 Kenneth M Doran 1.00 X 0 0 0 Jerrold L Eberhardt 1.00 X 0 0 0 Louise D Edgerton 1.00 X 0 0 0 Marti Farley 1.00 X 0 0 0 Lawrence Field 1.00 X 0 0 0 Stephen E Frank 1.00 X 0 0 0 William Friedkin 1.00 X 0 0 0 Timothy F Gallagher 1.00 X 0 0 0 Frank Gehry 1.00 X 0 0 0 Cecilia Aguilera Glassman 1.00 X 0 0 0 Bram Goldsmith 1.00 X 0 0 0 Lenore S Greenberg 1.00 X 0 0 0 Pasi Hamalainen 1.00 X 0 0 0 Linda Joyce Hodge 1.00 X 0 0 0 Carol Hogel 1.00 X 0 0 0 John F Hotchkis 1.00 X 0 0 0 Nina Kotick 1.00 X 0 0 0 Joyce Kresa 1.00 X 0 0 0 John R Light 1.00 X 0 0 0 John V Mallory 1.00 X 0 0 0 Ginny Mancini 1.00 X 0 0 0 Vicki McCluggage 1.00 X 0 0 0 Bowen H McCoy 1.00 X 0 0 0 Andrew McKenna 1.00 X 0 0 0 Diane Disney Miller 1.00 X 0 0 0 Younes Nazarian 1.00 X 0 0 0 Leith O'Leary 1.00 X 0 0 0 Diane B Paul 1.00 X 0 0 0 William Powers 1.00 X 0 0 0 Dr Barry D Pressman MD 1.00 X 0 0 0 Jay Rasulo 1.00 X 0 0 0 Dudley Rauch 1.00 X 0 0 0 Ann Ronus 1.00 X 0 0 0 Armin M Sadoff 1.00 X 0 0 0 Nancy S Sanders 1.00 X 0 0 0 Carla Sands 1.00 X 0 0 0 Elizabeth Segerstrom 1.00 X 0 0 0 Rocco C Siciliano 1.00 X 0 0 0 John Simpson 1.00 X 0 0 0 Eric L Small 1.00 X 0 0 0 H Russell Smith 1.00 X 0 0 0 Christian Stracke 1.00 X 0 0 0 Dr Ronald D Sugar 1.00 X 0 0 0 Casey Wasserman 1.00 X 0 0 0 Alan Wayte 1.00 X 0 0 0 Jonathan Weedman 1.00 X 0 0 0 Warren Brooks Williamson 1.00 X 0 0 0 Marilyn Ziering 1.00 X 0 0 0 Deborah Borda 60.00 X 1372245 0 25501 Arvind Manocha 60.00 X 381280 0 25143 Michael DeMartini 60.00 X 298906 0 39957 Tim Landi 60.00 X 278906 0 24490 Gail Samuel 60.00 X 242399 0 24049 Chad Smith 60.00 X 230030 0 23996 Shana Mathur 60.00 X 211428 0 23898 Gustavo Dudamel 40.00 X 390000 0 4580 Martin Chalifour 40.00 X 442544 0 34310 William Lane 40.00 X 258967 0 43218 Kevin Wapner 43.00 X 258240 0 60900 Christopher Hanulik 40.00 X 231032 0 42780 Peter Stumpf 40.00 X 233646 0 18137 ERNEST FLEISCHMANN 1.00 X 35000 0 0 4864623 0 390959 129 1 1 0 DCM INC 45 MAIN STREET STE 816 BROOKLYN NY 11201 TELEMARKETING & Telefunding 1158623 Transit Systems Unlimited Inc 8976 LAUREL CANYON BLVD SUN VALLEY CA 91352 BUS SERVICE 778702 los angeles master chorale 135 North Grand Ave LOS ANGELES CA 90012 chorale Performance 776620 Contemporary Services Corporation DEPARTMENT 8518 LOS ANGELES CA 90084 SECURITY 738521 stiftung berliner philharmoniker C/O LAPA c/o LAPA 151 S Grand Ave LOS ANGELES CA 90012 orchestra 520000 34 4876535 873793 32736159 246659 38486487 CONCERTS 711300 57449332 57449332 CONCERTS BY OTHERS 711300 7414121 7414121 CONCESSION/ PARKING 812930 5400555 5400555 OTHER PROGRAM INCOME 900099 1439523 1439523 RECORDING/ ROYALITIES 900099 984824 984824 72688355 1405694 27 1405667 1480154 1480154 1480154 1480154 389858 4876535 785200 -395342 -395342 1966124 1856178 109946 106722 3224 113775294 66409698 3251 8875858 6000 6000 3598106 849550 2425601 322955 34997036 30520768 2974663 1501605 3675142 2736376 734286 204480 4268716 3743273 199448 325995 2943343 2473860 309502 159981 345578 53218 292348 12 83216 83216 482193 482193 467655 467655 6223969 5954780 22258 246931 5606855 4421934 529385 655536 226870 13569 213301 578818 574531 4014 273 2933291 2907275 25266 750 2392383 2233902 147072 11409 11872 10197 850 825 1795 1795 1284075 810668 473407 1292147 1117708 174439 CONTRACT SERVICES 17775292 16657048 676338 441906 CONCERT PRESENTATIONS B 4163858 4163858 CREDIT CARD COMMISSIONS 1553991 1434951 119040 RECEPTIONS/ PATRON SERV 564926 61650 12017 491259 REFRESHMENTS/ STAFF MEA 514678 440456 70386 3836 940583 386925 169345 384313 96932388 81572497 10006592 5353299 1124980 9077477 14285590 5862558 11375828 17403281 2311702 1167376 405829 415207 3754269 3265198 27675516 18112863 9593656 9562653 61011454 6155830 51438000 127209000 155301308 180118580 7247880 6897966 23442107 21907383 78876 16308517 16601588 47077380 45406937 X 22994928 35723643 7408000 10501000 77821000 88487000 108223928 134711643 155301308 180118580 X 0 1 1 X 0 X 24302325 29093106 32862256 23393253 38486487 148137427 63683668 64898669 68879125 67705595 72688355 337855412 87985993 93991775 101741381 91098848 111174842 485992839 7612737 8528656 12480637 6916101 17660461 53198592 34253 874162 908415 7612737 8562909 12480637 6916101 18534623 54107007 431885832 2040044 2578951 1990963 1583938 1405694 9599590 -23743 3962 -39657 -41915 3251 -98102 2016301 2582913 1951306 1542023 1408945 9501488 90002294 96574688 103692687 92640871 112583787 495494327 0.87160 0.88170 0.01920 0.01970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 112793597 12260569 11798990 4271821 132581335 108485457 9979265 502821 6173946 112793597 0.39000 0.61000 0.00000 1 0 16943393 10656924 6286469 6934296 5284414 1649882 3797827 2171525 1626302 9562653 Partnership interest & other funds 26425000 F MCF Unitized Fund 100784000 F 127209000 PENSION AND POST-RETIREMENT MEDICAL BENEFIT cost 16601588 16601588 113775294 96932388 16842906 9433023 211786 9644809 26487715 130558000 9433023 10112215 19545238 111012762 467655 2294877 2762532 113775294 101621000 5156267 5156267 96464733 467655 467655 96932388 Part V, Line 4: Description of Intended Use of Endowment Funds: The endowment funds support education and music programs, and the mission of the association. Part X: Description of Uncertain Tax Positions Under FIN 48: In accordance with Financial Accounting Standards Board ("FASB") Accounting Standards Codification ("ASC") Topic No. 740, "Uncertainty in Income Taxes" ("ASC 740") (formerly FASB Interpretation No. ("FIN")48, "Accounting for Uncertainty in Income Taxes - an interpretation of FASB Statement 109"), the Association recognizes the impact of tax positions in the financial statements if that position is more likely than not to be sustained on audit, based on the technical merits of the position. To date, the Association has not recorded any uncertain tax positions. The Association recognizes potential accrued interest and penalties related to uncertain tax positions in income tax expense. During the year ended September 30, 2010, the Association performed an evaluation of uncertain tax positions and did not note any matters that would require recognition in the financial statements or which may have an effect on its tax-exempt status. Part XI, Line 8 - Other Adjustments: decrease In ACTUARIAL LOSS: 213051. rounding: -1265. Part XII, Line 2d - Other Adjustments: NON-MONETARY EXCHANGE - IN KIND INCOME: 4383886. SPECIAL EVENTS - DIRECT EXPENSES: 772296. INVESTMENT GAIN OF MUSIC CENTER FOUNDATION: 4955898. rounding: 135. Part XII, Line 4b - Other Adjustments: MUSIC CENTER CONTRIBUTION: 2294877. Part XIII, Line 2d - Other Adjustments: NON-MONETARY EXCHANGE - IN KIND INCOME: 4383886. SPECIAL EVENTS - DIRECT EXPENSES: 772296. rounding: 85. X 1 DCM INC Telefunding 0 1284956 482193 802763 1284956 482193 802763 CA WINTER GALA 4017582 3871429 146153 6960 124310 SUMMER GALA 1248810 1005105 243705 5944 647986 5266392 4876534 389858 12904 772296 785200 -395342 1 FELLOWSHIP AWARD 3 6000 CASH GRANTS N/A X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 Deborah Borda 611331 0 250000 0 510914 0 14332 0 11169 0 1397746 0 0 0 Arvind Manocha 318780 0 55000 0 7500 0 14332 0 10811 0 406423 0 0 0 Michael DeMartini 258906 0 40000 0 0 0 14332 0 25625 0 338863 0 0 0 Tim Landi 258906 0 20000 0 0 0 14332 0 10158 0 303396 0 0 0 Gail Samuel 194399 0 45000 0 3000 0 14332 0 9717 0 266448 0 0 0 Chad Smith 190030 0 40000 0 0 0 14332 0 9664 0 254026 0 0 0 Shana Mathur 176428 0 35000 0 0 0 14332 0 9566 0 235326 0 0 0 Gustavo Dudamel 384000 0 0 0 6000 0 0 0 4580 0 394580 0 0 0 Martin Chalifour 442544 0 0 0 0 0 9606 0 24704 0 476854 0 0 0 William Lane 258967 0 0 0 0 0 25135 0 18083 0 302185 0 0 0 Kevin Wapner 258240 0 0 0 0 0 28406 0 32494 0 319140 0 0 0 Christopher Hanulik 231032 0 0 0 0 0 18076 0 24704 0 273812 0 0 0 Peter Stumpf 233646 0 0 0 0 0 8900 0 9237 0 251783 0 0 0 ERNEST FLEISCHMANN 35000 0 0 0 0 0 0 0 0 0 35000 0 0 0 Part I, Line 4b: Deborah Borda has a 457(f) retirement plan. The amount included on Ms. Borda's 2009 W-2 was $459,072. Supplemental Information Part III Part II, column F: As per IRS instructions, column F is only to include compensation reported in Column B of the current year that was also reported in the prior year Form 990. Since there were no such overlapping amounts, no prior compensation was listed in column F. X 30 246659 FMV 1 0 0 1 Third Party Use: Part I, Line 32b: A third party brokerage company sells donated stocks once they are received by the organization. Form 990, Part VI, Section A, line 1 The Executive Committee formulates, supervises and implements the policies of the corporation under the direction of the Board of Directors. Members are appointed to the Executive Committee which consists of the Chairman of the Board, Vice Chairs and the Chairs of the Major Committees. Additional Directors may be appointed by the Chairman and approved by the Board of Directors. The following are the Vice Chair and Members of the Executive Committee: Vice Chairs: Thomas L. Beckmen Linda Joyce Hodge Ginny Mancini Vicki McCluggage Jay Rasulo Executive Committee Members (including Vice Chairs listed above): David C. Bohnett Thomas L. Beckmen Linda Joyce Hodge Ginni Mancini Vicki McCluggage Jay Rasulo Anthon S. Cannon, Jr. Donald P. De Brier Jerrold L. Eberhardt Lawrence Field Steve Frank John F. Hotchkis John Light William Powers Dr. Ronald D. Sugar Warren Brooks Williamson Form 990, Part VI, Section B, line 11 The draft form 990 is provided to the Audit Committee for their review before the meeting takes place with the tax accountants and staff. During this meeting, the Audit Committee inquires and recommends any changes needed then approves the form 990 for filing. The final draft of the form is made available to the board of directors prior to electronic filing. Form 990, Part VI, Section B, line 12c The organization sends a Conflict of Interest questionnaire annually to the board of directors, officers, VP's and key employees. The questionnaires are reviewed to ensure they are compliant with the policy. Form 990, Part VI, Section B, line 15 The compensation committee reviews and approves the compensation of the officers and key employees. Form 990, Part VI, Section C, line 18 All informational return documents are available to the public either through www.guidestar.org or upon request. Form 990, Part VI, Section C, line 19 All governing documents, conflict of interest policy, information returns and financial statements are available to the public upon request. FORM 990, PART XI, LINE 2C: SINCE THE FILING OF PRIOR YEAR 2008 TAX RETURN, THERE HAVE BEEN NO CHANGES TO THE AUDIT OVERSIGHT AND SELECTION PROCESS. FORM 990, PART VIII, LINE 7A & 7b: PROCEEDS FROM SALE OF STOCKS & Cost or other Basis The organization has investment accounts, hedge funds and other investment partnerships with many stock transactions. Due to the large quantity of stock transactions, this information is not included in the return, but is available upon request.