2025-07-25T16:22:11-05:00 2024-09-30 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2023-10-01 951696734 LOS ANGELES PHILHARMONIC ASSOCIATION LOSA 2139727300 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 GLENN BRIFFA CHIEF FINANCIAL OFFICER 2139727300 2025-07-24 1 1 ERIN COUTURE P01390592 6177237900 2023 2025-03-06 01:10:19Z KIM NOLTEMY 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 276417496 0 X WWW.LAPHIL.COM X 1934 CA LA PHILHARMONIC ASSOCIATION'S MISSION IS TO PERFORM, PRESENT, AND PROMOTE MUSIC IN ITS MANY VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A LARGE & DIVERSE AUDIENCE. 58 58 2722 500 385796 141827 42802165 45942436 145451958 149512022 19939955 23660615 -131746 -2424546 208062332 216690527 152500 150000 0 0 92078606 95952449 679537 843451 7585706 103242543 113352952 196153186 210298852 11909146 6391675 531402786 603296076 61434595 67100100 469968191 536195976 X UNDER THE LEADERSHIP OF MUSIC & ARTISTIC DIRECTOR GUSTAVO DUDAMEL, THE LA PHIL OFFERS LIVE PERFORMANCES, MEDIA INITIATIVES, AND LEARNING PROGRAMS THAT INSPIRE AND STRENGTHEN COMMUNITIES IN LOS ANGELES AND BEYOND. (CONTINUED IN SCHEDULE O) THE LOS ANGELES PHILHARMONIC ORCHESTRA IS THE FOUNDATION OF THE LA PHIL'S OFFERINGS, WHICH ALSO INCLUDE A MULTI-GENRE, MULTIDISCIPLINARY PRESENTING PROGRAM AND SUCH YOUTH DEVELOPMENT PROGRAMS AS YOLA (YOUTH ORCHESTRA LOS ANGELES). PERFORMANCES ARE OFFERED ON THREE HISTORIC STAGES--WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD--AS WELL AS THROUGH A VARIETY OF MEDIA PLATFORMS. IN ALL ITS ENDEAVORS, THE LA PHIL SEEKS TO ENRICH THE LIVES OF INDIVIDUALS AND COMMUNITIES THROUGH MUSICAL, ARTISTIC, AND LEARNING EXPERIENCES THAT RESONATE IN OUR WORLD TODAY. 0 0 131739227 0 88755512 PERFORMANCES BY THE LOS ANGELES PHILHARMONIC ORCHESTRA AND ARTISTS REPRESENTING A WIDE VARIETY OF GENRES AT WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD. THIS ITEM ALSO INCLUDES DOMESTIC AND INTERNATIONAL TOURS BY THE ORCHESTRA. THE FORD SUPPORTS CREATIVE ASPIRATIONS, ESPECIALLY DIVERSE PERFORMANCES THAT REPRESENT LOCAL SURROUNDING COMMUNITIES. 10929896 150000 303700 THE AFTER-SCHOOL MUSIC EDUCATION PROGRAM YOUTH ORCHESTRA LOS ANGELES (YOLA). YOLA CURRENTLY SERVES MORE THAN 1,300 YOUNG MUSICIANS ACROSS FOUR SITES, PROVIDING THEM WITH FREE INSTRUMENTS, INTENSIVE MUSIC INSTRUCTION, ACADEMIC SUPPORT, LEADERSHIP TRAINING, AND PERFORMANCE OPPORTUNITIES. 36837116 0 36912354 OTHER PERFORMANCES, INCLUDING LEASE EVENTS HOSTED BY THIRD-PARTY PROMOTERS, AND PERFORMANCE-RELATED ACTIVITIES, INCLUDING CONCESSIONS, PARKING, RECORDING, AND ROYALTIES. 179506239 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 649 0 1 2722 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 58 58 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 CA X GLENN BRIFFA 2139727300 151 S GRAND AVENUE LOS ANGELES CA 90012 X THOMAS BECKMEN BOARD CHAIR 1.00 0.00 X X 0 0 0 DAVID C BOHNETT CHAIR, CAMP. & VICE CHAIR 1.00 0.00 X X 0 0 0 REVETA F BOWERS CHAIR, PENSION & VICE CHAIR, EXEC 1.00 0.00 X 0 0 0 DONALD P DE BRIER CHAIR, AUDIT 1.00 0.00 X 0 0 0 JONATHAN KAGAN CHAIR, HOLLYWOOD BOWL 1.00 0.00 X 0 0 0 DAVID MELINE CHAIR, CAMP. & VICE CHAIR 1.00 0.00 X X 0 0 0 JAY STEIN CHAIR, PHILANTHROPY 1.00 0.00 X 0 0 0 CHRISTIAN STRACKE CHAIR, MARKETING 1.00 0.00 X 0 0 0 JANE B EISNER VICE CHAIR 1.00 0.00 X X 0 0 0 DIANE B PAUL VICE-CHAIR, EXEC 1.00 0.00 X X 0 0 0 JAY RASULO VICE-CHAIR, EXEC 1.00 0.00 X X 0 0 0 NANCY ABELL DIRECTOR 1.00 0.00 X 0 0 0 GREGORY A ADAMS DIRECTOR 1.00 0.00 X 0 0 0 JULIE ANDREWS DIRECTOR 1.00 0.00 X 0 0 0 CAMILO ESTEBAN BECHDACH DIRECTOR 1.00 0.00 X 0 0 0 LINDA P BRITTAN DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER BRODER DIRECTOR 1.00 0.00 X 0 0 0 KAWANNA BROWN DIRECTOR 1.00 0.00 X 0 0 0 ANDREA CHAO-KHARMA DIRECTOR 1.00 0.00 X 0 0 0 R MARTIN CHAVEZ DIRECTOR 1.00 0.00 X 0 0 0 CHRISTIAN CHIVAROLI DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN CONGDON DIRECTOR (AS OF 09/23) 1.00 0.00 X 0 0 0 LOUISE D EDGERTON DIRECTOR 1.00 0.00 X 0 0 0 LISA FIELD DIRECTOR 1.00 0.00 X 0 0 0 DAVID A FORD DIRECTOR 1.00 0.00 X 0 0 0 ALFRED FRAIJO JR DIRECTOR (AS OF 06/24) 1.00 0.00 X 0 0 0 HILARY GARLAND DIRECTOR (AS OF 09/23) 1.00 0.00 X 0 0 0 JENNIFER MILLER GOFF DIRECTOR 1.00 0.00 X 0 0 0 TAMARA GOLIHEW DIRECTOR (AS OF 09/23) 1.00 0.00 X 0 0 0 LENORE S GREENBERG DIRECTOR 1.00 0.00 X 0 0 0 CAROL COLBURN GRIGOR DIRECTOR 1.00 0.00 X 0 0 0 MARIAN HALL DIRECTOR 1.00 0.00 X 0 0 0 SUZANNE HART DIRECTOR (THRU 07/24) 1.00 0.00 X 0 0 0 ANTONIA HERNANDEZ DIRECTOR 1.00 0.00 X 0 0 0 TEENA HOSTOVICH DIRECTOR (THRU 09/24) 1.00 0.00 X 0 0 0 DARIOUSH KHALEDI DIRECTOR 1.00 0.00 X 0 0 0 WINNIE KHO DIRECTOR 1.00 0.00 X 0 0 0 MATT MCINTYRE DIRECTOR (AS OF 07/24) 1.00 0.00 X 0 0 0 FRANCOIS MOBASSER DIRECTOR 1.00 0.00 X 0 0 0 MARGARET MORGAN DIRECTOR 1.00 0.00 X 0 0 0 LEITH O'LEARY DIRECTOR 1.00 0.00 X 0 0 0 ANDY PARK DIRECTOR 1.00 0.00 X 0 0 0 SANDY PRESSMAN DIRECTOR 1.00 0.00 X 0 0 0 RICHARD RAFFETTO DIRECTOR (THRU 08/24) 1.00 0.00 X 0 0 0 GEOFFREY RICH DIRECTOR 1.00 0.00 X 0 0 0 LAURA ROSENWALD DIRECTOR 1.00 0.00 X 0 0 0 RICHARD SCHIRTZER DIRECTOR (AS OF 12/23) 1.00 0.00 X 0 0 0 GABRIELLE STARR DIRECTOR 1.00 0.00 X 0 0 0 JASON SUBOTKY DIRECTOR 1.00 0.00 X 0 0 0 DR RONALD D SUGAR DIRECTOR 1.00 0.00 X 0 0 0 VIKKI SUNG DIRECTOR 1.00 0.00 X 0 0 0 JACK SUZAR DIRECTOR 1.00 0.00 X 0 0 0 KEITH TERASAKI DIRECTOR (AS OF 09/23) 1.00 0.00 X 0 0 0 SUE TSAO DIRECTOR 1.00 0.00 X 0 0 0 JON VEIN DIRECTOR 1.00 0.00 X 0 0 0 MEGAN WATANABE DIRECTOR 1.00 0.00 X 0 0 0 REGINA WEINGARTEN DIRECTOR 1.00 0.00 X 0 0 0 JENNY WILLIAMS DIRECTOR (AS OF 06/24) 1.00 0.00 X 0 0 0 ALYCE DE ROULET WILLIAMSON DIRECTOR 1.00 0.00 X 0 0 0 IRWIN WINKLER DIRECTOR 1.00 0.00 X 0 0 0 DEBRA WONG YANG DIRECTOR 1.00 0.00 X 0 0 0 MONA PATEL GEN. COUNSEL, SECRETARY 40.00 1.00 X 424943 0 26155 GLENN BRIFFA CFO 40.00 1.00 X 420000 0 2096 KIM NOLTEMY CEO (AS OF 07/24) 40.00 1.00 X 0 0 0 DANIEL SONG INTERIM CEO (THRU 7/24), COO 40.00 1.00 X 601268 0 51983 GUSTAVO DUDAMEL MUSIC & ARTISTIC DIRECTOR 40.00 0.00 X 2740000 0 43661 MARGIE KIM BERMEO CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 470752 0 26155 NORA BRADY CHIEF MKTG & COMS. OFFICER 40.00 0.00 X 401624 0 49858 MEGHAN UMBER CHIEF CONTENT OFFICER 40.00 0.00 X 405082 0 37955 EMANUEL MAXWELL CHIEF TALENT & EQUITY OFFICER 40.00 0.00 X 369935 0 52823 SUMMER BJORK CHIEF OF STAFF 40.00 0.00 X 381217 0 31290 LAURA CONNELLY GM HOLLYWOOD BOWL, VP PROD 40.00 0.00 X 326451 0 39629 JOHANNA REES VP, PRESENTATIONS 40.00 0.00 X 312041 0 24476 ELSJE KIBLER-VERMAAS VP LEARNING 40.00 0.00 X 248424 0 37707 SARA KIM VP OF PHILANTHROPY 40.00 0.00 X 253408 0 18150 MARTIN CHALIFOUR PRINCIPAL CONCERTMASTER 40.00 0.00 X 556896 0 41916 THOMAS HOOTEN STAFF MUSICIAN 40.00 0.00 X 415178 0 53453 NATHAN COLE STAFF MUSICIAN 40.00 0.00 X 391166 0 53453 ANDREW BAIN STAFF MUSICIAN 40.00 0.00 X 377491 0 53453 ROBERT DEMAINE STAFF MUSICIAN 40.00 0.00 X 371917 0 53453 CHAD SMITH FORMER CEO (THRU 08/23) 0.00 0.00 X 995467 0 23919 RENAE WILLIAMS NILES FMR. CHIEF CONTENT OFF. (THRU 08/23) 0.00 0.00 X 228264 0 19441 10691524 0 741026 229 1 1 1 CONTEMPORARY SERVICES CORPORATION PO BOX 748615 LOS ANGELES CA 900748615 SECURITY 5509344 TRANSIT SYSTEMS UNLIMITED INC 8976 LAUREL CANYON BLVD SUN VALLEY CA 91352 BUS SERVICES 4210641 BASIS GLOBAL TECHNOLOGIES INC PO BOX 7410977 CHICAGO IL 606740977 MARKETING 2304214 EGMONT MUSIC ENT INC 10960 WILSHIRE BLVD 5TH FL LOS ANGELES CA 90024 CONDUCTING 2240000 SD&A TELESERVICES INC 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELESALES & TELEFUNDING 2041529 151 5519962 4997129 35425345 1383700 45942436 CONCERTS 711310 89059212 89059212 CONCERTS BY OTHERS 711310 36621653 36621653 CONCESSION/PARKING 812930 13868437 13868437 BOX OFFICE SERVICE FEE 561599 5998600 5998600 SPONSORSHIPS 900099 2852182 2852182 1111938 1111938 149512022 10584626 342133 10242493 67437080 54361091 13075989 13075989 13075989 779104 5519962 3538014 -2758910 -2758910 2162228 1827864 334364 290701 43663 216690527 125971566 385796 44390729 X 150000 150000 8828933 7456992 891694 480247 67947520 57562032 6617827 3767661 4890000 3870012 802311 217677 8875484 7024178 1456216 395090 5410512 4281952 887712 240848 1004409 94749 909660 76949 76949 843451 843451 998680 998680 45578472 42173782 3047679 357011 6855976 6752538 6402 97036 8525491 6115209 1829592 580690 2644570 64990 2579034 546 1084862 983883 100979 6713646 5860130 853516 5159689 4863214 248544 47931 60276 23233 19769 17274 21 21 4966888 4323019 643869 2431404 2096049 335355 LEASE EVENT EXPENSE 19034864 19034864 EQUIPMENT RENTAL 2592834 2422645 147128 23061 CREDIT CARD COMMISSIONS 2329904 2137664 192240 SUPPLIES 1607926 1434174 139606 34146 1686091 780909 614385 290797 210298852 179506239 23206907 7585706 16220712 16636628 3955115 4904169 30650931 27538975 15956119 15956119 500946 451029 15899303 20274036 93743736 52990743 41159090 40752993 324742570 378885127 82318000 97897000 0 0 531402786 603296076 26907096 32185525 24080493 24530461 0 0 10447006 10384114 61434595 67100100 X 144262907 160300434 325705284 375895542 469968191 536195976 531402786 603296076 X 6391675 58681650 1154460 X 0 1 X 1 0 X 48203456 66963095 57284218 42802165 45942436 261195370 32116255 47703911 119459608 147064364 151205218 497549356 80319711 114667006 176743826 189866529 197147654 758744726 15800222 20501925 8800954 6393844 9170127 60667072 7596996 10520464 24611346 36209000 34532681 113470487 23397218 31022389 33412300 42602844 43702808 174137559 584607167 6687692 4707818 8379592 7963105 10584626 38322833 6687692 4707818 8379592 7963105 10584626 38322833 0 0 55542 149948 385796 591286 322750 97323 1116006 2573470 779104 4888653 87330153 119472147 186294966 200553052 208897180 802547498 0.72840 0.74820 0.04780 0.04440 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2019 AMOUNT: $ 322,750. 2020 AMOUNT: $ 97,323. 2021 AMOUNT: $ 1,116,006. 2022 AMOUNT: $ 2,573,470. 2023 AMOUNT: $ 779,104. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 344595434 8749633 71796487 0 16054693 0 409086861 318691596 6321952 35014006 0 15432120 0 344595434 368407627 7408315 -42832914 0 14291432 0 318691596 306385043 34814628 41218451 0 14010495 0 368407627 297616396 8419316 13372402 0 13023071 0 306385043 0.29770 0.49610 0.20620 1 0 63985115 32718522 31266593 16079266 11660063 4419203 13679355 8612158 5067197 40752993 PARTNERSHIP INTEREST & OTHER 97897000 F 97897000 PENSION AND POST-RETIREMENT MEDICAL BENEFITS 10384114 10384114 X PART V, LINE 4: THE ENDOWMENT FUNDS SUPPORT EDUCATION AND MUSIC PROGRAMS, AND THE MISSION OF THE ASSOCIATION. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE THE ASSOCIATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED 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'S POLICY IS TO RECOGNIZE POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE, IF ANY. DURING THE YEAR ENDED SEPTEMBER 30, 2024, 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. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ORCHESTRAL TOUR 316000 0 0 0 0 0 0 316000 0 316000 1 0 0 0 1 0 SCHEDULE F, PART III: WHILE THE ORGANIZATION PROVIDES MUSICAL EDUCATION CONSULTING SERVICES TO ORGANIZATIONS WITHIN OTHER COUNTRIES, A MAJORITY OF THE CONSULTING WORK IS DONE VIRTUALLY AND WITHIN THE U.S. COLUMN (F) EXPENDITURES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. X X X X X X X 1 SD&A TELESERVICES INC 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELEFUNDING 1 802178 843451 -41273 802178 843451 -41273 CA WINTER GALA 2024 1874854 1874854 0 0 0 10259 1149 317158 SUMMER GALA 2801680 2168811 632869 0 0 0 262507 125937 1081225 1622532 1476297 146235 0 0 0 353629 162246 1223904 6299066 5519962 779104 626395 289332 2622287 3538014 -2758910 SCHEDULE G, PART II, COLUMN (C), OTHER EVENTS NAME OF EVENT: WINTER GALA (2023) 1 SOUNDSCAPES INC 11712 JEFFERSON AVENUE STE C 473 NEWPORT NEWS VA 23606 271923247 501(C)(3) 15000 0 MUSIC EDUCATION SOUNDS ACADEMY PO BOX 44497 PHOENIX AZ 85064 463932746 501(C)(3) 15000 0 MUSIC EDUCATION RAINEY INSTITUTE (ELEANOR B RAINEY MEMORIAL INSTITUTE) 1705 E 55TH STREET CLEVELAND OH 44103 346555952 501(C)(3) 15000 0 MUSIC EDUCATION GLOBAL ARTS CORPORATION 405 N AVENUE 53 LOS ANGELES CA 90042 834028238 501(C)(3) 10000 0 MUSIC EDUCATION HARMONY PROJECT PHOENIX 2 N CENTRAL AVE SUITE 1800 PHOENIX AZ 85004 853131216 501(C)(3) 10000 0 MUSIC EDUCATION CENTRAL KENTUCKY YOUTH ORCHESTRA SOCIETY INC 161 NORTH MILL STREET LEXINGTON KY 40507 616027055 501(C)(3) 10000 0 MUSIC EDUCATION YAKIMA MUSIC EN ACCION (YAMA) PO BOX 317 YAKIMA WA 98907 300893939 501(C)(3) 10000 0 MUSIC EDUCATION KIDS IN CONCERT PO BOX 11623 BAINBRIDGE ISLAND WA 98110 800652894 501(C)(3) 10000 0 MUSIC EDUCATION COMMUSICATION 868 SHERBURNE AVE SAINT PAUL MN 55104 464299159 501(C)(3) 7500 0 MUSIC EDUCATION EAST LAKE EXPRESSION ENGINE 2903 E 37TH STREET CHATTANOOGA TN 37407 810876825 501(C)(3) 7500 0 MUSIC EDUCATION NASHVILLE SYMPHONY ASSOCIATION ONE SYMPHONY PLACE NASHVILLE TN 372012031 620550979 501(C)(3) 7500 0 MUSIC EDUCATION WINSTON-SALEM SYMPHONY ASSOCIATION INC 301 N MAIN STREET SUITE 1901 WINSTONSALEM NC 27102 560692826 501(C)(3) 7500 0 MUSIC EDUCATION 12 0 PART I, LINE 2: THE ORGANIZATION REQUIRES GRANTEES TO SUBMIT REPORTS TO MONITOR AND TRACK THE ACTIVITIES AT EACH PARTNER SITE AND GATHER BASIC DATA SUCH AS STUDENT ENROLLMENT, TEACHER RECRUITMENT, AND STAFF DEVELOPMENT PRACTICES. X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 GUSTAVO DUDAMEL MUSIC & ARTISTIC DIRECTOR 500000 0 0 0 2240000 0 0 0 43661 0 2783661 0 0 0 CHAD SMITH FORMER CEO (THRU 08/23) 770467 0 225000 0 0 0 2615 0 21304 0 1019386 0 0 0 DANIEL SONG INTERIM CEO (THRU 7/24), COO 501268 0 100000 0 0 0 8036 0 43947 0 653251 0 0 0 MARTIN CHALIFOUR PRINCIPAL CONCERTMASTER 530246 0 0 0 26650 0 10730 0 31186 0 598812 0 0 0 MARGIE KIM BERMEO CHIEF PHILANTHROPY OFFICER 420752 0 50000 0 0 0 9900 0 16255 0 496907 0 0 0 THOMAS HOOTEN STAFF MUSICIAN 388528 0 0 0 26650 0 10730 0 42723 0 468631 0 0 0 NORA BRADY CHIEF MKTG & COMS. OFFICER 341624 0 60000 0 0 0 6197 0 43661 0 451482 0 0 0 MONA PATEL GEN. COUNSEL, SECRETARY 374943 0 50000 0 0 0 9900 0 16255 0 451098 0 0 0 NATHAN COLE STAFF MUSICIAN 364516 0 0 0 26650 0 10730 0 42723 0 444619 0 0 0 MEGHAN UMBER CHIEF CONTENT OFFICER 345082 0 60000 0 0 0 7574 0 30381 0 443037 0 0 0 ANDREW BAIN STAFF MUSICIAN 352432 0 0 0 25059 0 10730 0 42723 0 430944 0 0 0 ROBERT DEMAINE STAFF MUSICIAN 345267 0 0 0 26650 0 10730 0 42723 0 425370 0 0 0 EMANUEL MAXWELL CHIEF TALENT & EQUITY OFFICER 319935 0 50000 0 0 0 9162 0 43661 0 422758 0 0 0 GLENN BRIFFA CFO 360000 0 60000 0 0 0 0 0 2096 0 422096 0 0 0 SUMMER BJORK CHIEF OF STAFF 331217 0 50000 0 0 0 6814 0 24476 0 412507 0 0 0 LAURA CONNELLY GM HOLLYWOOD BOWL, VP PROD 286451 0 40000 0 0 0 7506 0 32123 0 366080 0 0 0 JOHANNA REES VP, PRESENTATIONS 282041 0 30000 0 0 0 0 0 24476 0 336517 0 0 0 ELSJE KIBLER-VERMAAS VP LEARNING 218424 0 30000 0 0 0 7326 0 30381 0 286131 0 0 0 SARA KIM VP OF PHILANTHROPY 223408 0 30000 0 0 0 6368 0 11782 0 271558 0 0 0 RENAE WILLIAMS NILES FMR. CHIEF CONTENT OFF. (THRU 08/23) 228264 0 0 0 0 0 3424 0 16017 0 247705 0 0 0 PART I, LINE 1A QUESTIONS REGARDING COMPENSATION UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT, MEMBERS OF LOCAL 47, AMERICAN FEDERATION OF MUSICIANS (THE "MUSICIANS UNION"), RECEIVE A WEEKLY HOUSING ALLOWANCE, WHICH IS INCLUDED AS TAXABLE COMPENSATION REPORTED ON FORM W-2. PART I, LINE 7 NON-FIXED PAYMENTS CERTAIN LISTED INDIVIDUALS RECEIVE BONUSES AT THE DISCRETION OF THE BOARD OF DIRECTORS. THESE BONUSES ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). COMPENSATION RECEIVED FROM UNRELATED ORGANIZATION GUSTAVO DUDAMEL RAMIREZ SERVES AS THE MUSIC & ARTISTIC DIRECTOR OF THE LA PHILHARMONIC ASSOCIATION AS A SALARIED EMPLOYEE. IN ADDITION TO THIS ROLE, MR. RAMIREZ PROVIDES SERVICES AS A CONDUCTOR TO THE ASSOCIATION. MR. RAMIREZ IS COMPENSATED FOR CONDUCTOR SERVICES THROUGH PAYMENTS TO HIS CORPORATION, EGMONT CORPORATION. THE AMOUNTS PAID TO EGMONT FOR HIS CONDUCTING SERVICES ARE INCLUDED AS COMPENSATION IN PART VII AND SCHEDULE J. THESE AMOUNTS ARE ALSO DISCLOSED IN PART VII, SECTION B AS EGMONT IS ONE OF THE ORGANIZATION'S HIGHEST PAID CONTRACTORS. X 52 1383700 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). 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 1A 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. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990, WITH THE EXCEPTION OF SCHEDULE B, IS PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW PRIOR TO THE MEETING 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 REVIEWS CONFLICTS OF INTEREST ANNUALLY FOR THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE ORGANIZATION WILL COORDINATE WITH LEGAL AND THE BOARD OF DIRECTORS TO RESOLVE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS REVIEWS AND APPROVES IN ADVANCE THE COMPENSATION PACKAGE FOR OFFICERS AND KEY EMPLOYEES BASED ON A COMPARATIVE ANALYSIS OF THE COMPENSATION OF SIMILARLY SITUATED OFFICERS AND EMPLOYEES AT SIMILAR ORGANIZATIONS PREPARED INTERNALLY WITH THE PERIODIC ASSISTANCE OF A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT. FOR THE CEO'S EMPLOYMENT CONTRACT, THE COMPENSATION COMMITTEE ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE A DETAILED COMPARATIVE ANALYSIS OF OTHER CEO COMPENSATION AT SIMILAR ORGANIZATIONS TO SUPPORT THE REASONABLENESS OF HIS TOTAL COMPENSATION PACKAGE. THE COMPENSATION TERMS AND THE RESULTS OF BOTH THE INTERNAL AND INDEPENDENT COMPENSATION ANALYSES WERE THEN REVIEWED AND DISCUSSED IN DETAIL WITH THE INPUT OF THE COMPENSATION CONSULTANT AND APPROVED IN ADVANCE BY AN AUTHORIZED BODY OF INDEPENDENT DIRECTORS. FINALLY, THE ENTIRE PROCESS WAS CONCURRENTLY DOCUMENTED DETAILING THE ANALYSIS AND BASIS FOR THE COMPENSATION DETERMINATION. 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 VII, SECTION A, LINE 5 COMPENSATION RECEIVED FROM UNRELATED ORGANIZATION GUSTAVO DUDAMEL RAMIREZ SERVES AS THE MUSIC & ARTISTIC DIRECTOR OF THE LA PHILHARMONIC ASSOCIATION AS A SALARIED EMPLOYEE. IN ADDITION TO THIS ROLE, MR. RAMIREZ PROVIDES SERVICES AS A CONDUCTOR TO THE ASSOCIATION. MR. RAMIREZ IS COMPENSATED FOR CONDUCTOR SERVICES THROUGH PAYMENTS TO HIS CORPORATION, EGMONT CORPORATION. THE AMOUNTS PAID TO EGMONT FOR HIS CONDUCTING SERVICES ARE INCLUDED AS COMPENSATION IN PART VII AND SCHEDULE J. THESE AMOUNTS ARE ALSO DISCLOSED IN PART VII, SECTION B AS EGMONT IS ONE OF THE ORGANIZATION'S HIGHEST PAID CONTRACTORS. FORM 990, PART IX, LINE 11G GUEST PERFORMERS: PROGRAM SERVICE EXPENSES 19,720,725. FUNDRAISING EXPENSES 5,000. TOTAL EXPENSES 19,725,725. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 11,950,113. MANAGEMENT AND GENERAL EXPENSES 3,005,262. FUNDRAISING EXPENSES 345,977. TOTAL EXPENSES 15,301,352. CONTRACT BUSES: PROGRAM SERVICE EXPENSES 3,939,196. TOTAL EXPENSES 3,939,196. CONTRACT SECURITY: PROGRAM SERVICE EXPENSES 2,833,077. TOTAL EXPENSES 2,833,077. OTHER: PROGRAM SERVICE EXPENSES 3,730,671. MANAGEMENT AND GENERAL EXPENSES 42,417. FUNDRAISING EXPENSES 6,034. TOTAL EXPENSES 3,779,122. FORM 990, PART XI, LINE 9: PENSION PLAN ACTUARIAL CHANGES 1,154,460. INGLEWOOD COMMUNITY PROGRAMS 151 SOUTH GRAND AVE LOS ANGELES CA 90012 842630102 REAL ESTATE CA 501(C)(3) LINE 12A, I LAPA 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 INGLEWOOD COMMUNITY PROGRAMS D 22425000 FMV