GREATER PENSACOLA SYMPHONY ORCHESTRA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GREATER PENSACOLA SYMPHONY ORCHESTRA (EIN 59-6152187)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-03-15
- IRS object ID
- 202230749349300903
- Schema version
- 2020v4.0
- 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) |
|---|---|---|
| Return | 2022-03-15T08:33:13-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593098304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN SPATA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4286 WOODBINE RD STE D1 | AddressLine1Txt |
| City | PACE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325718696 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596152187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER PENSACOLA SYMPHONY | BusinessNameLine1Txt |
| Business Name Line2 | ORCHESTRA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 8504352533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1752 | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325911752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRET BARROW | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8504352533 | PhoneNum |
| Signature | 2022-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRET | PersonFirstNm |
| Person Last | BARROW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN SPATA | PreparerPersonNm |
| PTIN | P00421065 | PTIN |
| Phone | 8509959909 | PhoneNum |
| Preparation | 2022-03-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES BEALL | PrincipalOfficerNm |
| Gross Receipts | $1,012,928 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PENSACOLASYMPHONY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE PENSACOLA SYMPHONY ORCHESTRA IS TO PROMOTE THE WELL BEING OF THE GREATER PENSACOLA COMMUNITY THROUGH EXCELLENCE IN LIVE SYMPHONIC MUSIC AND LIFELONG LEARNING THROUGH ENGAGING MUSICAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $890,528 | PYContributionsGrantsAmt |
| CY Contributions Grants | $527,181 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $481,323 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $271,798 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,730 | PYInvestmentIncomeAmt |
| CY Investment Income | $182,549 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,850 | PYOtherRevenueAmt |
| CY Other Revenue | $31,400 | CYOtherRevenueAmt |
| PY Total Revenue | $1,412,431 | PYTotalRevenueAmt |
| CY Total Revenue | $1,012,928 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $652,376 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $516,274 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $147,274 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $520,887 | PYOtherExpensesAmt |
| CY Other Expenses | $277,393 | CYOtherExpensesAmt |
| PY Total Expenses | $1,173,263 | PYTotalExpensesAmt |
| CY Total Expenses | $793,667 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $239,168 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $219,261 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,132,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,752,388 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $533,404 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $671,806 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,599,238 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,080,582 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE PENSACOLA SYMPHONY ORCHESTRA IS TO PROMOTE THE WELL BEING OF THE GREATER PENSACOLA COMMUNITY THROUGH EXCELLENCE IN LIVE SYMPHONIC MUSIC AND LIFELONG LEARNING THROUGH ENGAGING MUSICAL ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $516,492 | ExpenseAmt |
| Desc | 32 EVENTS FOR 8,205 IN-PERSON ATTENDEES AND 54,600 VIRTUAL ENGAGEMENTS. THIS INCLUDES A FREE VIRTUAL EDUCATION CONCERT FOR FIFTH GRADE STUDENTS, THREE FREE OUTDOOR CONCERTS, 12 PAID ADMISSION CONCERTS WITH LIVE STREAMING OFFERED. PROVIDED MUSIC FOR ONE LOCAL OPERA PRODUCTION. | Desc |
| Total Program Service Expenses | $516,492 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRET BARROW | PersonNm |
| Phone | 8504352533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 E ZARAGOZA ST | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| DIANE APPLEYARD | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS L BAILEY | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| BARBARA BRUCKMANN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| TERRY BRYAN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| VENESULIA CARR | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MARGARET J COUCH | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| SONYA DAVIS | |||||
| ADVISORY COU | Yes (X) | $0 | $0 | $0 | |
| NAN DESTAFNEY | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| LEE ELLIS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KC GARTMAN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| NEWELL HUTCHINSON | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| TAD IHNS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| RONALD JACKSON | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| TERESA S LEVIN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MCDONALD | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JOCK MOBLEY | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| PETER MOUGEY | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| WILLIS MULLET | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KEVIN NELSON | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN O'CONNER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ED PARK | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MARTE PICKER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| TREY POIRIER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ALLEN POTE | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE RIEGLE | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| BETTY B ROBERTS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JEFF ROGERS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| TODD H SNYDER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ROBERT TURNER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| TRISH WOODBURN | |||||
| GUILD PRESID | Yes (X) | $0 | $0 | $0 | |
| JACK ZOESCH | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES BEALL | |||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $212,016 | GovernmentGrantsAmt |
| All Other Contributions | $315,165 | AllOtherContributionsAmt |
| Noncash Contributions | $15,480 | NoncashContributionsAmt |
| Total Contributions | $527,181 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| ADMISSIONS | $235,876 | $235,876 |
| CONTRACT CONCERTS | $35,922 | $35,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $271,798 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,549 | TotalRevenueColumnAmt |
| Exclusion | $182,549 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| BUSINESS INTERUPTION INSURANC | $24,500 | $24,500 |
| PROGRAM ADS | $6,900 | $6,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,012,928 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,400 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $454,347 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,521 | TotalAmt |
| Program Services | $355,117 | ProgramServicesAmt |
| Management And General | $51,781 | ManagementAndGeneralAmt |
| Fundraising | $90,623 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,753 | TotalAmt |
| Program Services | $12,863 | ProgramServicesAmt |
| Management And General | $3,107 | ManagementAndGeneralAmt |
| Fundraising | $2,783 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,002 | TotalAmt |
| Management And General | $5,002 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,820 | TotalAmt |
| Program Services | $1,715 | ProgramServicesAmt |
| Fundraising | $16,105 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,521 | TotalAmt |
| Program Services | $36,521 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,883 | TotalAmt |
| Management And General | $3,883 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,899 | TotalAmt |
| Management And General | $5,899 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,875 | TotalAmt |
| Management And General | $3,875 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITY RENTAL | $69,643 | $51,257 | $18,386 | |
| OTHER | $39,295 | $1,050 | $15,454 | $22,791 |
| CONCERT EXPENSES | $27,086 | $27,086 | ||
| INKIND ADVERTISING | $15,480 | $9,900 | $3,380 | $2,200 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,889 | TotalAmt |
| Program Services | $20,983 | ProgramServicesAmt |
| Management And General | $19,134 | ManagementAndGeneralAmt |
| Fundraising | $12,772 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,667 | TotalAmt |
| Program Services | $516,492 | ProgramServicesAmt |
| Management And General | $129,901 | ManagementAndGeneralAmt |
| Fundraising | $147,274 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,503 | BOYAmt |
| EOY | $195,834 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,182 | BOYAmt |
| EOY | $187,723 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,152 | BOYAmt |
| EOY | $57,554 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153 | BOYAmt |
| EOY | $2,993 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $107,128 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $95,387 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,116 | BOYAmt |
| EOY | $11,741 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,675,863 | BOYAmt |
| EOY | $3,214,488 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,673 | BOYAmt |
| EOY | $82,055 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,132,642 | BOYAmt |
| EOY | $3,752,388 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,020 | BOYAmt |
| EOY | $69,043 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,984 | BOYAmt |
| EOY | $394,630 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,400 | BOYAmt |
| EOY | $208,133 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,404 | BOYAmt |
| EOY | $671,806 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233,747 | BOYAmt |
| EOY | $1,715,091 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,365,491 | BOYAmt |
| EOY | $1,365,491 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,599,238 | BOYAmt |
| EOY | $3,080,582 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,132,642 | BOYAmt |
| EOY | $3,752,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $219,261 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $262,083 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $587,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $604,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $538,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $890,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $527,181 | CurrentTaxYearAmt |
| Total | $3,147,714 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,400 | CurrentTaxYearAmt |
| Total | $101,185 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $626,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $613,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $629,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $481,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $271,798 | CurrentTaxYearAmt |
| Total | $2,623,423 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,231,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,233,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,187,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,389,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $830,379 | CurrentTaxYearAmt |
| Total | $5,872,322 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,872,322 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,549 | CurrentTaxYearAmt |
| Total | $434,538 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,549 | CurrentTaxYearAmt |
| Total | $434,538 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,266,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,330,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,284,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,412,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,012,928 | CurrentTaxYearAmt |
| Total | $6,306,860 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95200 | PublicSupportPY509Pct |
| Investment Income CY | 0.07000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,193,874 | BeginningYearBalanceAmt |
| Contributions | $171,617 | ContributionsAmt |
| End Year Balance | $1,365,491 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,192,874 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| End Year Balance | $1,193,874 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,219,722 | BeginningYearBalanceAmt |
| Contributions | $26,000 | ContributionsAmt |
| Other Expenditures | $52,848 | OtherExpendituresAmt |
| End Year Balance | $1,192,874 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,211,381 | BeginningYearBalanceAmt |
| Contributions | $8,341 | ContributionsAmt |
| End Year Balance | $1,219,722 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,128 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,387 | DepreciationAmt |
| Book Value | $11,741 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,741 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SBA LOAN | $153,883 |
| PAYROLL PROTECTION LOAN | $54,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $208,133 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FINANCE COMMITTEE REVIEWS WITH EXECUTIVE DIRECTOR AND ACCOUNTANT.RECOMMENDS APPROVAL TO BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL SIGNIFICANT BUSINESS RELATIONS ARE BROUGHT BEFORE THE BOARD ANY POTENTIAL TRANSACTIONS WITH RELATED PARTIES ARE DISCLOSED AND REVIEWED. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE/FINANCE COMMITTEE SETS AND APPROVES EXECUTIVE DIRECTOR AND MUSIC DIRECTOR COMPENSATION. EXECUTIVE DIRECTOR RECOMMENDS ALL OTHER COMPENSATION AMOUNTS TO COMMITTEE FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS AVAILABLE TO THE PUBLIC AT THE SYMPHONY OFFICE. |
| FORM 990, PART XI, LINE 9 | UNREALIZED GAINS 262,083 UNREALIZED LOSSES 0 TOTAL 262,083 |