KANSAS CITY SYMPHONY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- KANSAS CITY SYMPHONY (EIN 43-1297475)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201141369349306354
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T15:56:50-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431297475 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kansas City Symphony | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KANS | NameControl |
| Phone | 8164711100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1703 WYANDOTTE STREET | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK BYRNE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8164711100 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Engle | Name |
| Phone | 8162216300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Frank Byrne | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1703 WYANDOTTE STREET STE 200 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12756137 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.kcsymphony.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | PROVIDES ORCHESTRAL PERFORMANCES WITH AN EMPHASIS IN THE KANSAS CITY REGION & ALSO PROVIDES EDUCATION PERFORMANCES FOR SCHOOL CHILDREN WITH THE GOAL OF CREATING AN INTEREST IN & UNDERSTANDING OF CLASSICAL MUSIC | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 288 | TotalNbrEmployees |
| Total Nbr Volunteers | 650 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8413046 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9060911 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3313496 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2919603 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -130978 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1557 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -71498 | OtherRevenuePriorYear |
| Other Revenue Current Year | 111827 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11524066 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12090784 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 135000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 150000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8306840 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7914209 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 67339 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 88964 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 675624 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3646357 | OtherExpensePriorYear |
| Other Expenses Current Year | 3321661 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12155536 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11474834 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -631470 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 615950 | RevenuesLessExpensesCY |
| Total Assets BOY | 7534846 | TotalAssetsBOY |
| Total Assets EOY | 9140823 | TotalAssetsEOY |
| Total Liabilities BOY | 2787272 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3429698 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4747574 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5711125 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE GREAT PERFORMANCE FOR GREATER AUDIENCES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 9554315 | Expense |
| Grants | 150000 | Grants |
| Revenue | 2919603 | Revenue |
| Description | Performance of Orchestral Music in various series sold to the public which totaled over 100,000 tickets and over 12,000 tickets for school children as a part of our youth education programs. In addition, we supported the Lyric Opera of Kansas City and the Kansas City Ballet, by providing pit orchestra services to each organization. We also sponser several free concerts to the public, including a Labor Day and a Memorial Day concert, which together had over 58,000 in attendance. | Description |
| Total Program Service Expense | 9554315 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 46 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 288 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BARBARA TATE | NamePerson |
| Telephone Number | 8162182610 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1703 WYANDOTTE STREET STE 200 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SHIRLEY B HELZBERG | ||||||
| DIRECTOR/PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| ROBERT A KIPP | ||||||
| DIRECTOR/VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| MICHAEL D FIELDS | ||||||
| DIRECTOR/VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| WILLIAM M LYONS | ||||||
| DIRECTOR/VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| JOSHUA SOSLAND | ||||||
| DIRECTOR/VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| WILLIAM B TAYLOR | ||||||
| DIRECTOR/SECRETARY/TREASURER | 1.0 | X | X | 0 | 0 | 0 |
| HO ANTHONY AHN | ||||||
| DIRECTOR | 20.0 | X | 34217 | 0 | 20713 | |
| SEAN BRUMBLE | ||||||
| DIRECTOR | 20.0 | X | 40095 | 0 | 18227 | |
| PETER DESILVA | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JOAN HORAN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PETER S LEVI | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PATRICK A PERSOHN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DAMON SHELBY PORTER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| GWYN PRENTICE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| NELSON R SABATES | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| THOMAS M SCOTT | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| Ann Kaufmann Baum | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| John Edgar | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Michael Gordan | ||||||
| Director | 20.0 | X | 57209 | 0 | 10981 | |
| Jill Hall | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Karen Hardcastle | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Jamie Montgomery Helzberg | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Sarah Rowland | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Jenifer Richison | ||||||
| Director | 20.0 | X | 43802 | 0 | 10754 | |
| BARBARA TATE | ||||||
| DIRECTOR BUSINESS OPERATIONS | 35.0 | X | 80672 | 0 | 22530 | |
| FRANK BYRNE | ||||||
| EXECUTIVE DIRECTOR | 35.0 | X | 187111 | 0 | 17727 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 443106 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 100932 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| THAUMUS INC | |
| CONDUCTING SERVICES | 232000 |
| HARVEST PRODUCTIONS | |
| SOUND AND LIGHTING | 251393 |
| HARVEST GRAPHICS | |
| PRINTING | 114652 |
| TELEUNIQUE | |
| TELEMARKETING | 112859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 1016487 | FundraisingEvents |
| Government Grants | 398263 | GovernmentGrants |
| All Other Contributions | 7646161 | AllOtherContributions |
| Noncash Contributions | 79935 | NoncashContributions |
| Total Contributions | 9060911 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 711190 | 2319171 | 2319171 |
| PERFORMANCE FEES | 711190 | 600432 | 600432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2919603 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4745 | TotalRevenueColumn |
| Exclusion | $4,745 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2553 | TotalRevenueColumn |
| Exclusion | $2,553 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1100 | Securities |
| Other | 5202 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1100 | Securities |
| Other | -5202 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6302 | TotalRevenueColumn |
| Exclusion | -$6,302 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 659880 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1016487 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 659051 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 829 | TotalRevenueColumn |
| Exclusion | $829 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 108445 | TotalRevenueColumn |
| Exclusion | $108,445 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 108445 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12090784 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2919603 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $110,270 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150000 | Total |
| Program Services | 150000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 571764 | Total |
| Program Services | 236498 | ProgramServices |
| Management And General | 308039 | ManagementAndGeneral |
| Fundraising | 27227 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5543272 | Total |
| Program Services | 5055745 | ProgramServices |
| Management And General | 178626 | ManagementAndGeneral |
| Fundraising | 308901 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354195 | Total |
| Program Services | 322367 | ProgramServices |
| Management And General | 17065 | ManagementAndGeneral |
| Fundraising | 14763 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 911000 | Total |
| Program Services | 817589 | ProgramServices |
| Management And General | 42918 | ManagementAndGeneral |
| Fundraising | 50493 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 533978 | Total |
| Program Services | 469720 | ProgramServices |
| Management And General | 34258 | ManagementAndGeneral |
| Fundraising | 30000 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78964 | Total |
| Management And General | 78964 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58053 | Total |
| Management And General | 58053 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88964 | Total |
| Fundraising | 88964 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438852 | Total |
| Program Services | 351853 | ProgramServices |
| Management And General | 83693 | ManagementAndGeneral |
| Fundraising | 3306 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434220 | Total |
| Program Services | 431957 | ProgramServices |
| Fundraising | 2263 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 483371 | Total |
| Program Services | 324427 | ProgramServices |
| Management And General | 98227 | ManagementAndGeneral |
| Fundraising | 60717 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149273 | Total |
| Program Services | 18688 | ProgramServices |
| Management And General | 130585 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139500 | Total |
| Program Services | 98941 | ProgramServices |
| Management And General | 34057 | ManagementAndGeneral |
| Fundraising | 6502 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 747 | Total |
| Management And General | 747 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144920 | Total |
| Program Services | 118834 | ProgramServices |
| Management And General | 18840 | ManagementAndGeneral |
| Fundraising | 7246 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68224 | Total |
| Program Services | 55944 | ProgramServices |
| Management And General | 8869 | ManagementAndGeneral |
| Fundraising | 3411 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| GUEST ARTISTS & CONDUCTORS | 478377 | 478377 | ||
| CONCERT PRODUCTION EXPENSE | 555771 | 555771 | ||
| BAD DEBT EXPENSE | 15926 | 15926 | ||
| MISCELLANEOUS EXPENSE | 251721 | 44454 | 136393 | 70874 |
| DUES AND SUBSCRIPTIONS | 23742 | 7224 | 15561 | 957 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11474834 | Total |
| Program Services | 9554315 | ProgramServices |
| Management And General | 1244895 | ManagementAndGeneral |
| Fundraising | 675624 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426328 | BOY |
| EOY | 599589 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1194635 | BOY |
| EOY | 933949 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1919660 | BOY |
| EOY | 2923497 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243726 | BOY |
| EOY | 306278 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3084 | BOY |
| EOY | 3264 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 368003 | BOY |
| EOY | 457254 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1528582 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 903791 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469871 | BOY |
| EOY | 624791 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2909539 | BOY |
| EOY | 3292201 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7534846 | BOY |
| EOY | 9140823 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 968361 | BOY |
| EOY | 1117144 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1558228 | BOY |
| EOY | 1977400 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 177550 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260683 | BOY |
| EOY | 157604 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2787272 | BOY |
| EOY | 3429698 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776261 | BOY |
| EOY | 648348 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 556570 | BOY |
| EOY | 1453570 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3414743 | BOY |
| EOY | 3609207 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4747574 | BOY |
| EOY | 5711125 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7534846 | BOY |
| EOY | 9140823 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
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 | 7212815 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7964143 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8773096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8413046 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9060911 | CurrentTaxYear |
| Total | 41424011 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2599430 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2875057 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3405990 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3313496 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2919603 | CurrentTaxYear |
| Total | 15113576 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 295510 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 714384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 659880 | CurrentTaxYear |
| Total | 1669774 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9812245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10839200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12474596 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12440926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12640394 | CurrentTaxYear |
| Total | 58207361 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1782850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1518955 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1416296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1615564 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1610694 | CurrentTaxYear |
| Total | 7944359 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1782850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1518955 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1416296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1615564 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1610694 | CurrentTaxYear |
| Total | 7944359 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 50263002 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 85137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18254 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7298 | CurrentTaxYear |
| Total | 216003 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 85137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18254 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7298 | CurrentTaxYear |
| Total | 216003 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37600 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 80249 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 406 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108445 | CurrentTaxYear |
| Total | 226700 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9895495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10898864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12639982 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12459586 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12756137 | CurrentTaxYear |
| Total | 58650064 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85700 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.84826 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00368 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00417 | PriorYrInvestIncomePercentage |
| 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2909540 | BeginningOfYearBalance |
| Contributions | 194464 | Contributions |
| Investment Earnings Or Losses | 337979 | InvestmentEarningsOrLosses |
| Other Expenditures | 142517 | OtherExpenditures |
| Administrative Expenses | 7264 | AdministrativeExpenses |
| End Of Year Balance | 3292202 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3770099 | BeginningOfYearBalance |
| Contributions | 31150 | Contributions |
| Investment Earnings Or Losses | -696642 | InvestmentEarningsOrLosses |
| Other Expenditures | 186771 | OtherExpenditures |
| Administrative Expenses | 8296 | AdministrativeExpenses |
| End Of Year Balance | 2909540 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03345 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.96655 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 495496 | OtherCostOrOtherBasis |
| Depreciation | 347279 | Depreciation |
| Book Value | 148217 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1033086 | OtherCostOrOtherBasis |
| Depreciation | 556512 | Depreciation |
| Book Value | 476574 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 624791 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSULTING OBLIGATION | Description |
| Amount | $157,604 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 157604 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | TOTAL EARNED REVENUE, INCLUDING FEES FOR PIT SERVICES PROVIDED TO THE LYRIC OPERA OF KANSAS CITY AND THE KANSAS CITY BALLET ARE 27% OF OUR OPERATING REVENUE. OUR ANNUAL FUND RAISES 59% OF OUR BUDGET. ENDOWMENT FUNDS COVER THE REMAINING 14% OF THE SYMPHONY'S OPERATING BUDGET WHICH ALLOWS THE SYMPHONY TO HIRE AND RETAIN SKILLED PROFESSIONAL MUSICIANS. |
| UNCERTAIN TAX POSITIONS DISCLOSURE | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| RECON. OF CHANGE IN NET ASSETS FROM FORM 990 TO FINACIAL STATEMENTS | SCHEDULE D, PART XI, LINE 8 | ENDOWMENT APPRECIATION $ 302,597 |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINE 2D | FUNDRAISING EVENT EXPENSES $ 659,051 LOSS ON DISPOSAL OF ASSETS $ 5,202 --------- $ 664,253 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XIII, LINE 2D | FUNDRAISING EVENT EXPENSES $ 659,051 LOSS ON DISPOSAL OF ASSETS $ 5,202 --------- $ 664,253 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | BENNETT DIRECT | NameOfIndividual |
| Activity | TELE- FUNDRAISING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 192731 | GrossReceipts |
| Amount Retained By Contractor | 88964 | AmountRetainedByContractor |
| Net To Organization | 103767 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 192731 | TotalGrossReceipts |
| Total Retained By Contractors | 88964 | TotalRetainedByContractors |
| Total Net To Organization | 103767 | TotalNetToOrganization |
| Licensed States | KS | LicensedStates |
| Licensed States | MO | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Jewel Ball | NameOfEvent1 |
| Gross Receipts Event1 | 696875 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 495844 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 201031 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 138033 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 11895 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 243293 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Symphony Ball | NameOfEvent2 |
| Gross Receipts Event2 | 662341 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 488040 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 174301 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 53255 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 805 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 16386 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 70788 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 317152 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 32603 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 284549 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 7759 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 24905 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 300 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 91633 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1676368 | GrossReceiptsTotal |
| Charitable Contributions Total | 1016487 | CharitableContributionsTotal |
| Gross Revenue Total Events | 659881 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 199047 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 25710 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 28581 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 405714 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 659052 | DirectExpenseSummaryEvents |
| Net Income Summary | 829 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Nelson Atkins Museum of Art | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 Oak Street | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 440558499 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 150000 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT OPERATIONS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANTS PAID | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | One volunteer organization, the Jewell Ball, which is organized under the symphony's auspices, raises funds for both the Kansas City Symphony and The Nelson Atkins Museum of Art. Gross revenue and expenses are run through the symphony's books and net proceeds are split between the two organizations equally. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FRANK BYRNE | NamePerson |
| Base Compensation Filing Org | 180543 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 6568 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 5543 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12184 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 204838 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | HEALTH OR SOCIAL CLUB DUES | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 1A | ReturnReference |
| Explanation | THE KANSAS CITY SYMPHONY PROVIDED HEALTH CLUB DUES TO FRANK BYRNE WHICH WERE INCLUDED ON HIS W-2 AS TAXABLE COMPENSATION. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHIRLEY HELZBERG | NamePerson |
| Purpose Of Loan | FURN. & IMPROVEMENTS | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $177,550 | OriginalPrincipalAmount |
| Balance Due | 177550 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 177550 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE O | NamePerson |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 79935 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | USE OF THIRD PARTY TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PART I, LINE 32B | ReturnReference |
| Explanation | AN OUTSIDE BROKER IS USED TO SELL CONTRIBUTIONS OF STOCK TO CONVERT ASSETS INTO CASH. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| AUDITED FINANCIAL STATEMENTS | FORM 990, PART IV, LINE 12 & PART XI, LINE 2B | THE KANSAS CITY SYMPHONY RECEIVED AN AUDIT ON ITS FINANCIAL STATEMENTS HOWEVER IT EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS ITS BENEFICIAL INTEREST IN THE NET ASSETS HELD BY A THIRD-PARTY FOUNDATION. THIS PRACTICE IS NOT IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE MARKET VALUE OF INVESTMENTS AND THE RELATED INCOME OF THE THIRD-PARTY FOUNDATION ARE INCLUDED IN THE NOTES TO THE FINANCIAL STATEMENTS. EXCEPT FOR THE EFFECTS ON THE FINANCIAL STATEMENTS OF THE OMISSION OF THE KANSAS CITY SYMPHONY'S BENEFICIAL INTEREST IN NET ASSETS HELD BY A THIRD-PARTY FOUNDATION AS DESCRIBED IN THE PRECEDING PARAGRAPH, THE FINANCIAL STATEMENTS REFERRED TO ABOVE PRESENT FAIRLY, IN ALL MATERIAL RESPECTS, THE FINANCIAL POSITION OF THE KANSAS CITY SYMPHONY AS OF JUNE 30, 2010 AND 2009, AND THE CHANGES IN NET ASSETS AND ITS CASH FLOWS FOR THE YEARS THEN ENDED IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. |
| FAMILY OR BUSINESS RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2 | SHIRLEY HELZBERG AND JAIME MONTGOMERY HELZBERG HAVE A FAMILY RELATIONSHIP. |
| DOCUMENTATION OF MEETINGS | FORM 990, PART VI, SECTION A, LINE 8B | THE RETIREMENT COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY ON MATTERS THAT RELATE TO THE 403(B) RETIREMENT PLAN. THE MINUTES OF THE RETIREMENT COMMITTEE ARE DOCUMENTED. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY BUT IT DOES NOT HAVE PRACTICES OR POLICIES REGARDING DOCUMENTATION OF MEETINGS OR WRITTEN ACTION OF ITS COMMITTEE. AN AGENDA AND WRITTEN REPORT ABOUT ISSUES WHICH ARE TO BE DISCUSSED AT EACH MEETING ARE PROVIDED BY THE EXECUTIVE DIRECTOR PRIOR TO THE MEETING. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11A | THE ORGANIZATION'S FINANCE DIRECTOR AND ACCOUNTING MANAGER GATHER THE INFORMATION WHICH IS SENT TO AN INDEPENDENT ACCOUNTING FIRM FOR PREPARATION AND REVIEW OF THE RETURN. THE RETURN IS THEN REVIEWED BY THE FINANCE DIRECTOR, THE EXECUTIVE DIRECTOR AND THE BOARD TREASURER. ANY QUESTIONS OR CONCERNS OF THESE REVIEWERS ARE ADDRESSED WITH THE INDEPENDENT ACCOUNTING FIRM. ANY CHANGES OR CLARIFICATIONS THAT NEED TO BE INCORPORATED INTO THE RETURN ARE MADE. ONCE THESE CHANGES ARE INCORPORATED, THE 990 IS THEN REVIEWED BY THE FINANCE COMMITTEE AND ANY CHANGES OR CLARIFICATIONS REQUIRED SUBSEQUENT TO THAT REVIEW ARE INCORPORATED INTO THE RETURN. THEN THE RETURN IS EMAILED TO THE ENTIRE VOTING BOARD WITH INSTRUCTION TO CONTACT THE BOARD TREASURER WITH ANY CONCERNS OR QUESTIONS THEY MAY HAVE. ANY CHANGES OR CLARIFICATIONS THAT NEED TO BE INCORPORATED IN THE RETURN ARE MADE AND THEN THE RETURN IS FINALIZED AND EMAILED BACK TO THE BOARD PRIOR TO SUBMISSION TO THE IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | ONCE A YEAR, EVERY OFFICER, DIRECTOR AND KEY EMPLOYEE IS ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND TO COMPLETE A FORM DISCLOSING ANY POSSIBLE CONFLICT OF INTEREST. 1. DUTY TO DISCLOSE: IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR COMMITTEE WITH BOARD-DELEGATED POWERS, WHILE THE BOARD OR COMMITTEE IS CONSIDERING A PROPOSED TRANSACTION. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS, SUBJECT TO THE APPLICATION OF PARAGRAPH 3A. THROUGH C. BELOW. 3. PROCEDURE FOR ADDRESSING THE CONFLICT OF INTEREST. A. THE CHAIRPERSON OF THE BOARD SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. B. AFTER EXERCISING DUE DILIGENCE, THE INVESTIGATING PERSON OR COMMITTEE SHALL REPORT HIS OR ITS FINDINGS TO THE BOARD AS TO WHETHER KCS CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. C. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO KCS AND IF SUCH DECISION IS MADE, KCS MAY ENTER INTO THE TRANSACTION IN CONFORMITY WITH SUCH DETERMINATION. THE INTERESTED DIRECTOR SHALL NOT BE PRESENT FOR THE DISCUSSION OR VOTE. 4. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY: A. IF THE BOARD OR MEMBER OF THE BOARD OR STAFF HAS REASONABLE CAUSE TO BELIEVE THAT A DIRECTOR, OFFICER, MEMBER OF A COMMITTEE, OR KEY EMPLOYEE PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTERESTS, THE EXECUTIVE COMMITTEE SHALL BE NOTIFIED AND THE EXECUTIVE COMMITTEE SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE RESPONSE OF SUCH PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL REPORT ITS FINDINGS TO THE FULL BOARD, IN THE CASE OF A MEMBER, OFFICER OR COMMITTEE MEMBER, OR TO THE EXECUTIVE DIRECTOR IN THE CASE OF A KEY EMPLOYEE (PROVIDED, HOWEVER, IF THE PERSON WHO FAILED TO MAKE THE APPROPRIATE DISCLOSURE IS THE EXECUTIVE DIRECTOR, THE FINDINGS SHALL BE REPORTED TO THE FULL BOARD) AND THE FULL BOARD OR EXECUTIVE DIRECTOR SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY INCLUDE REMOVAL OR DISMISSAL. SECTION E RECORDS OF PROCEEDINGS: THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S, INVESTIGATING PERSON'S, COMMITTEE'S OR EXECUTIVE COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST, IN FACT, EXISTED. 2. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSION AND VOTING RELATING TO THE TRANSACTION OR ARRANGEMENT, A REASONABLE SUMMARY OF THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. THE VOTES CAST BY PARTICULAR INDIVIDUALS SHALL NOT BE RECORDED, ONLY THE TOTALS. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINES 15A & B | LINE 15A: MANY TIMES THE ANNUAL SALARY INCREASE RECEIVED BY THE EXECUTIVE DIRECTOR HAS BEEN THE SAME AMOUNT BUDGETED FOR THE ENTIRE STAFF, NOT MORE THAN 3.5% IN ANY OF THE PAST 14 YEARS. HOWEVER, WHEN IN TOTAL THE EXECUTIVE DIRECTOR'S TOTAL COMPENSATION PACKAGE HAS BEEN REVIEWED OR WHEN BONUSES HAVE BEEN AWARDED, THE EXECUTIVE COMMITTEE HAS REVIEWED SALARY DATA COLLECTED BY THE LEAGUE OF AMERICAN ORCHESTRAS ANNUALLY. CHANGES IN THE TOTAL COMPENSATION HAVE BEEN MADE THAT ARE IN LINE WITH THE PACKAGES OFFERED BY OTHER SYMPHONY ORCHESTRAS WITH LIKE SIZE ANNUAL BUDGETS. THE BOARD PRESIDENT NOTIFIES THE DIRECTOR OF BUSINESS OPERATIONS IN WRITING OF ANY CHANGES TO BE MADE IN THE TOTAL COMPENSATION OF THE EXECUTIVE DIRECTOR. LINE 15B: THE ONLY OTHER OFFICER, AS DEFINED BY THE IRS, IS THE TOP FINANCIAL PERSON, WHO IS THE DIRECTOR OF BUSINESS OPERATIONS. THE EXECUTIVE DIRECTOR DETERMINES COMPENSATION FOR THIS INDIVIDUAL AND USES THE ANNUAL SALARY DATA COLLECTED BY THE LEAGUE OF AMERICAN ORCHESTRAS TO ASSURE THAT TOTAL COMPENSATION IS COMPARABLE TO LIKE SIZED ORCHESTRAS. |
| AVAILABILITY OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| BUSINESS TRANSACTIONS WITH INTERESTED PERSONS | SCHEDULE L, PART IV | (A) SOBEL PROPERTIES, LLC. (B) SHIRLEY HELZBERG IS A MANAGING MEMBER OF SOBEL PROPERTIES, LLC. AND A DIRECTOR OF THE KANSAS CITY SYMPHONY. (C) $ 115,098 (D) THE KANSAS CITY SYMPHONY LEASES OFFICE SPACE FROM SOBEL PROPERTIES, LLC. (E) NO |
Comments