2021-07-15T14:59:24-05:00 2020-08-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2019-09-01 910667412 SEATTLE SYMPHONY ORCHESTRA INC SEAT 2062154700 PO BOX 21906 SEATTLE WA 981113906 CHERONNE WONG VICE PRESIDENT & CFO 2062154700 2021-07-15 1 MEGAN R RYAN P00737884 4254544919 2021-07-14 2019 2022-09-23 18:48:47Z CHERONNE WONG PO BOX 21906 SEATTLE WA 981113906 31644963 0 X WWW.SEATTLESYMPHONY.ORG X 1903 WA SEATTLE SYMPHONY UNLEASHES THE POWER OF MUSIC, BRINGS PEOPLE TOGETHER, & LIFTS THE HUMAN SPIRIT. 41 41 555 413 25866 -4213 17940321 20437745 15482743 9650532 167812 162253 -155538 -10950 33435338 30239580 300000 350000 0 0 21860645 21984907 0 15775 2545268 11086917 6507616 33247562 28858298 187776 1381282 22721036 18857224 28262523 23143684 -5541487 -4286460 TO PRESENT SYMPHONIC MUSIC OF THE HIGHEST QUALITY IN A DISTINCTIVE WAY FOR THE CULTURAL ENRICHMENT, EDUCATION, ENGAGEMENT AND ENJOYMENT OF THE PEOPLE OF OUR COMMUNITY. 0 0 22116852 350000 9657166 THE SEATTLE SYMPHONY IS ONE OF AMERICA'S LEADING ORCHESTRAS, AND IS INTERNATIONALLY ACCLAIMED FOR ITS INNOVATIVE PROGRAMMING AND EXTENSIVE RECORDING HISTORY. THE SYMPHONY IS HEARD FROM SEPTEMBER THROUGH JULY BY MORE THAN 500,000 PEOPLE THROUGH LIVE PERFORMANCES, STREAMING, AND RADIO BROADCASTS. IT PERFORMS IN ONE OF THE FINEST CONCERT HALLS IN THE WORLD -- THE ACOUSTICALLY SUPERB BENAROYA HALL -- IN DOWNTOWN SEATTLE. THE SYMPHONY ALSO MANAGES PERFORMANCES AND EVENTS AT BENAROYA HALL BY OTHER ARTISTIC ORGANIZATIONS, COMMUNITY GROUPS AND OTHER ORGANIZATIONS. 377073 THE SEATTLE SYMPHONY OFFERS EXTENSIVE ARTS EDUCATION PROGRAMS FOR FAMILIES, TEACHERS AND STUDENTS, AND IT COLLABORATES WITH MORE THAN 70 LOCAL NONPROFIT PARTNERS TO BUILD MEANINGFUL CONNECTIONS WITH OUR COMMUNITIES. ACTIVITIES INCLUDE TEACHING ARTIST RESIDENCIES IN ELEMENTARY CLASSROOMS, EDUCATIONAL CONCERTS, FREE CONCERT TICKETS, AND ARTS-BASED PROGRAMS SERVING INDIVIDUALS AFFECTED BY HOMELESSNESS, ADDICTION, AND OTHER TRAUMA. PEOPLE OF ALL AGES EXPLORE SYMPHONIC MUSIC THROUGH INSTRUMENT EXPLORATION AND LIVE MUSIC PRESENTATIONS. THE SYMPHONY'S EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS BRING CLASSICAL MUSIC TO MORE THAN 65,000 PEOPLE EACH YEAR. 22493925 1 1 0 1 0 0 0 1 0 0 1 0 0 1 1 0 0 1 0 0 0 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 1 198 0 555 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 41 41 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WA X CHERONNE WONG 2062154700 200 UNIVERSITY STREET SEATTLE WA 98101 KRISHNA THIAGARAJAN PRESIDENT & CEO 35.00 3.00 X 415671 0 37047 LUDOVIC MORLOT FORMER KEY EMPLOYEE 0.00 0.00 X 357749 0 0 NOAH GELLER MUSICIAN 40.00 0.00 X 265522 0 21810 CHERONNE WONG VICE PRESIDENT & CFO 35.00 6.00 X 169677 0 30129 CHARLES WADE V.P MARKETING & BUS OPS THRU 09/19 35.00 0.00 X 149399 0 24956 JENNIFER ADAIR V.P. & GENERAL MANAGER 35.00 0.00 X 145423 0 25401 MICHAEL WERNER MUSICIAN 40.00 0.00 X 138240 0 27943 JEFFREY FAIR MUSICIAN 40.00 0.00 X 139954 0 18773 RENE ANCINAS CHAIR 2.00 2.00 X X 0 0 0 MOLLY GABEL SECRETARY 2.00 0.00 X X 0 0 0 MICHAEL SLONSKI TREASURER 2.00 4.00 X X 0 0 0 PAULA BOGGS VICE CHAIR 2.00 0.00 X X 0 0 0 DANA REID VICE CHAIR 2.00 0.00 X X 0 0 0 JON ROSEN VICE CHAIR 2.00 0.00 X X 0 0 0 STEPHEN WHYTE VICE CHAIR 2.00 0.00 X X 0 0 0 MARCO ARGENTI DIRECTOR 2.00 0.00 X 0 0 0 ROSANNA BOWLES DIRECTOR 2.00 0.00 X 0 0 0 ISIAAH CRAWFORD DIRECTOR 2.00 0.00 X 0 0 0 SUSAN DETWEILER DIRECTOR 2.00 0.00 X 0 0 0 REBECCA EBSWORTH DIRECTOR 2.00 0.00 X 0 0 0 LARRY ESTRADA DIRECTOR 2.00 0.00 X 0 0 0 JERRY FARLEY DIRECTOR 2.00 0.00 X 0 0 0 JUDITH FONG DIRECTOR 2.00 0.00 X 0 0 0 MAURICIO GONZALEZ DE LA FUENTE DIRECTOR 2.00 0.00 X 0 0 0 LT GOV CYRUS HABIB DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL HATCH DIRECTOR 2.00 0.00 X 0 0 0 TERRY HECKER DIRECTOR 2.00 0.00 X 0 0 0 JEAN-FRANCOIS HEITZ DIRECTOR 2.00 2.00 X 0 0 0 PARUL HOULAHAN DIRECTOR 2.00 0.00 X 0 0 0 DOUGLAS JACKSON DIRECTOR 2.00 0.00 X 0 0 0 SUSAN JOHANNSEN DIRECTOR 2.00 0.00 X 0 0 0 AIMEE JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 NADER KABBANI DIRECTOR 2.00 0.00 X 0 0 0 VIREN KAMDAR DIRECTOR 2.00 2.00 X 0 0 0 RONALD KOO DIRECTOR 2.00 0.00 X 0 0 0 RYO KUBOTA DIRECTOR 2.00 0.00 X 0 0 0 STEPHEN KUTZ DIRECTOR 2.00 0.00 X 0 0 0 NED LAIRD DIRECTOR 2.00 2.00 X 0 0 0 PAUL LEACH DIRECTOR 2.00 0.00 X 0 0 0 KJRISTINE R LUND DIRECTOR 2.00 2.00 X 0 0 0 BRIAN J MARKS DIRECTOR 2.00 0.00 X 0 0 0 SCOTT MCCAMMANT DIRECTOR 2.00 0.00 X 0 0 0 HISAYO NAKAJIMA DIRECTOR 2.00 0.00 X 0 0 0 NANCY NERAAS DIRECTOR 2.00 0.00 X 0 0 0 PETER RUSSO DIRECTOR 2.00 0.00 X 0 0 0 ELISABETH BEERS SANDLER DIRECTOR 2.00 0.00 X 0 0 0 KATHY SAVITT DIRECTOR 2.00 0.00 X 0 0 0 JIM SCHWAB DIRECTOR 2.00 0.00 X 0 0 0 LYLE SNYDER DIRECTOR 2.00 0.00 X 0 0 0 1781635 0 186059 44 1 1 0 NATIONAL GEOGRAPHIC SOCIETY PO BOX 400285 DES MOINES IA 50340 ARTIST REPRESENTATION 500228 SD&A TELESERVICES INC 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING CONTRACTOR 417164 IMG ARTISTS LONDON 109 117 WATERLOO RD LONDON UK SE1 8UL ARTIST REPRESENTATION 304517 CMIT SOLUTIONS OF SEATTLE DOWNTOWN 506 2ND AVE SUITE 1400 SEATTLE WA 98104 IT SERVICES 236041 TESSITURA NETWORK INC 11700 PRESTON ROAD SUITE 660 PMB DALLAS TX 75230 TICKETING MANAGEMENT 214674 18 259000 2300323 1470087 4068500 12339835 855483 20437745 CONCERT REVENUE 711300 8271230 8271230 SUPPORT SERVICE FEES 532000 838309 838309 HALL USAGE FEE 532000 440993 291043 149950 MANAGEMENT FEE 711300 100000 100000 9650532 165796 165796 78829 78829 1004382 1007925 -3543 -3543 -3543 130568 2300323 288069 -157501 -157501 148502 109389 39113 25866 13247 REIMBURSEMENT 900099 21975 21975 AUXILIARY INCOME 900099 6634 6634 28609 30239580 9507216 25866 268753 350000 350000 654386 523926 79848 50612 16022865 12842753 1935632 1244480 1250072 1005878 147026 97168 2436711 1961936 285251 189524 1620873 1308729 185720 126424 109631 74036 21109 14486 59413 31781 21414 6218 15775 15775 1892 1702 190 1359783 788851 432361 138571 1300787 1273545 5976 21266 472319 141629 220957 109733 62939 18642 27114 17183 97921 28433 54400 15088 283823 262108 11357 10358 300395 177582 75174 47639 311286 249525 29196 32565 60643 33404 27239 CONCERT COSTS 1533318 1271250 51851 210217 DUES & SUBSCRIPTIONS 159408 49134 64986 45288 TAXES, LICENSE, PERMITS 122311 36343 52470 33498 FOOD AND BEVERAGE 108872 35333 51391 22148 162875 29107 36931 96837 28858298 22493925 3819105 2545268 448026 511134 40809 43404 8441321 4350877 385848 203157 1081193 1081527 233266 233412 1184594 519091 9035730 2181104 7133145 6854626 3772834 5059996 22721036 18857224 2174524 1325179 6652918 4963537 6985382 4311391 12449699 12543577 28262523 23143684 X -14857676 -13988496 9316189 9702036 -5541487 -4286460 22721036 18857224 X 1381282 -126255 X 0 1 X 1 0 X 12550544 19289986 16944834 17940321 20437745 87163430 12550544 19289986 16944834 17940321 20437745 87163430 7635704 79527726 362947 428596 403591 361166 394575 1950875 782769 34854 30118 38518 21975 908234 90022539 68549053 0.88340 0.85100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 3,135. DEBT FORGIVENESS - 2015 AMOUNT: $ 738,781. REIMBURSEMENTS - 2015 AMOUNT: $ 32,200. 2016 AMOUNT: $ 25,662. 2017 AMOUNT: $ 24,525. 2018 AMOUNT: $ 33,884. 2019 AMOUNT: $ 21,975. MERCHANDISING COMMISSION - 2015 AMOUNT: $ 4,926. 2016 AMOUNT: $ 3,802. 2017 AMOUNT: $ 1,885. 2018 AMOUNT: $ 1,499. USHER FUND - 2015 AMOUNT: $ 6,862. 2016 AMOUNT: $ 5,390. 2017 AMOUNT: $ 3,708. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 29219257 37905129 29219257 37905129 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 110703 46424 157127 250000 250000 250000 250000 1000000 1500000 2228723 X 0 15797 15797 0 6266768 1977623 4289145 2753165 187684 2565481 6854626 BENEFICIAL INTEREST IN TRUST 3715372 DUE FROM AFFILIATES 1344624 5059996 DEFERRED PENSION LIABILITY 10300107 LOAN FROM AFFILIATE 2243470 12543577 30751798 197640 205189 402829 30348969 -109389 -109389 30239580 29496771 197640 440833 638473 28858298 0 28858298 PART III, LINE 4: AN ORGAN, PAINTINGS, AND SCULPTURES HOUSED WITHIN BENAROYA HALL ARE HELD FOR PUBLIC AND PRIVATE EXHIBITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 205,189. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -109,389. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 109,389. EXCESS PENSION LIABILITY LOSS 18,139. CAPITAL ASSET TRANSFER TO RELATED ORG. 313,305. X 0 CAMPBELL & COMPANY NORTHWEST 1200 6TH AVE 600 SEATTLE WA 98101 CAMPAIGN CONSULTATION 0 0 3000 -3000 PG CALC INC 115 NE 100TH ST 300 SEATTLE WA 98125 PLANNED GIVING CONSULTATION 0 0 5775 -5775 WELL DONE EVENTS LLC 2735 NE 87TH ST SEATTLE WA 98115 FUNDRAISING EVENTS CONSULTATION 0 0 7000 -7000 15775 -15775 WA OPENING NIGHT GALA 2106951 1997551 109400 3420 107341 850 74910 HOLIDAY SALUTE 215168 194000 21168 200 44274 1000 48198 1 108772 108772 2500 5376 2430891 2300323 130568 3620 151615 4350 128484 288069 -157501 0 B H MUSIC CENTER PO BOX 21669 SEATTLE WA 98111 911704263 501(C)(3) 350000 FACILITY SUPPORT 1 0 X X X 0 0 0 0 0 0 0 1 1 0 KRISHNA THIAGARAJAN PRESIDENT & CEO 404191 0 11480 0 0 0 5577 0 31470 0 452718 0 0 0 LUDOVIC MORLOT FORMER KEY EMPLOYEE 357749 0 0 0 0 0 0 0 0 0 357749 0 0 0 NOAH GELLER MUSICIAN 265522 0 0 0 0 0 0 0 21810 0 287332 0 0 0 CHERONNE WONG VICE PRESIDENT & CFO 169677 0 0 0 0 0 852 0 29277 0 199806 0 0 0 CHARLES WADE V.P MARKETING & BUS OPS THRU 09/19 149399 0 0 0 0 0 6095 0 18861 0 174355 0 0 0 JENNIFER ADAIR V.P. & GENERAL MANAGER 145423 0 0 0 0 0 6271 0 19130 0 170824 0 0 0 MICHAEL WERNER MUSICIAN 138240 0 0 0 0 0 0 0 27943 0 166183 0 0 0 JEFFREY FAIR MUSICIAN 139954 0 0 0 0 0 0 0 18773 0 158727 0 0 0 PART I, LINE 7 THE ANNUAL BONUS IS DISCRETIONARY AND APPROVED BY THE CEO REVIEW AND COMPENSATION COMMITTEE. PART I, LINE 8 KRISHNA THIAGARAJAN, PRESIDENT & CEO, BEGAN EMPLOYMENT WITH SEATTLE SYMPHONY ORCHESTRA ON SEPTEMBER 1, 2018 AND IS SUBJECT TO THE INITIAL CONTRACT EXCEPTION. X 45 802364 FAIR MARKET VALUE X OTHER 6 36679 COST/SELLING PRICE X DECORATIONS 1 6825 COST/SELLING PRICE X RAFFLE ITEMS 2 6375 COST/SELLING PRICE X GIFTS 2 3240 COST/SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS: NUMBER OF CONTRIBUTORS FOR PUBLICLY TRADED SECURITIES AND ITEMS CONTRIBUTED FOR RAFFLE ITEMS, GIFTS, DECORATIONS AND MISCELLANEOUS. FORM 990, PART I, LINE 6: VOLUNTEERS SERVE ON THE BOARD AND COMMITTEES, ASSIST WITH ADMINISTRATIVE AND OUTREACH ACTIVITIES, AND HELP WITH FUNDRAISING. VOLUNTEERS AND THEIR HOURS ARE TRACKED BY THE VOLUNTEER COORDINATOR. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE SEATTLE SYMPHONY ORCHESTRA ARE ANY INDIVIDUALS, HOUSEHOLDS OR ORGANIZATIONAL ENTITIES RECORDED IN THE SYMPHONY OFFICES AS MAKING A DIRECT MONETARY CONTRIBUTION DURING THE IMMEDIATE PRIOR FISCAL YEAR PERIOD OF SUCH TYPE, KIND OR AMOUNT AS THE BOARD OF DIRECTORS SHALL DETERMINE FROM TIME TO TIME. EACH MEMBER HAS ONE VOTE AT ANY MEETING OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNANCE COMMITTEE IDENTIFIES NOMINEES FOR BOARD OF DIRECTOR POSITIONS AND SUBMITS THEM TO THE EXECUTIVE COMMITTEE FOR APPROVAL OR DISAPPROVAL OF CANDIDATES. NOMINEES MAY BE MADE BY A GROUP OF AT LEAST FIVE DIRECTORS OR A GROUP OF AT LEAST TWENTY FIVE MEMBERS. THE BOARD VOTES TO APPROVE OR DISAPPROVE OF SUCH NOMINEES FOR CONSIDERATION. THE MEMBERS OF THE SEATTLE SYMPHONY ORCHESTRA VOTE TO ELECT THE APPROVED NOMINEES TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE CONTROLLER AND THE VICE PRESIDENT & CFO CONDUCT A DETAILED REVIEW OF FORM 990 AND RELATED SCHEDULES. THE BOARD AUDIT COMMITTEE ALSO REVIEWS THE REPORT PRIOR TO FILING. THE PUBLIC DISCLOSURE COPY OF THE RETURN IS AVAILABLE TO ALL BOARD MEMBERS AT THE SEATTLE SYMPHONY ORCHESTRA'S OFFICES. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, ALL ELECTED DIRECTORS RECEIVE THE CONFLICT OF INTEREST POLICY, THE BOARD ROLES & RESPONSIBILITIES DOCUMENT, THE CODE OF CONDUCT, AND AN ACKNOWLEDGMENT STATEMENT STATING THE DIRECTOR HAS READ AND UNDERSTANDS THESE DOCUMENTS. THE CONFLICT OF INTEREST POLICY INCLUDES DEFINITIONS AND PROCEDURES FOR AVOIDING AND/OR DEALING WITH POTENTIAL CONFLICTS BETWEEN A DIRECTOR AND THE SEATTLE SYMPHONY ORCHESTRA REGARDING FINANCIAL AND COMPENSATION MATTERS, BOTH DIRECT AND INDIRECT. PROCEDURES INCLUDE A DUTY TO DISCLOSE POTENTIAL CONFLICTS, RECUSAL FROM DECISION MAKING REGARDING ANY RELEVANT TRANSACTION OR ARRANGEMENT, AND INVESTIGATION AND ASSESSMENT OF THE IMPACT OF THE POTENTIAL TRANSACTION OR ARRANGEMENT; THESE PROCEDURES ARE SUBMITTED TO THE BOARD FOR ITS CONSIDERATION. EACH DIRECTOR SIGNS, DATES, AND RETURNS THE ACKNOWLEDGMENT STATEMENT TO THE SEATTLE SYMPHONY ORCHESTRA. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD APPROVED THE SALARY FOR THE PRESIDENT AND CEO. ANY CONTRACTS FOR OFFICERS AND KEY EMPLOYEES ARE APPROVED BY THE PRESIDENT AND CEO, VICE PRESIDENT AND CFO, AND THE BOARD CHAIR. MAJOR EMPLOYMENT CONTRACTS WERE LAST REVIEWED IN THE FISCAL YEAR ENDED 2020. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. A FINANCIAL STATEMENT SUMMARY IS PUBLISHED EACH YEAR IN THE ORGANIZATION'S ANNUAL REPORT. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 205,189. EXCESS PENSION LIABILITY LOSS -18,139. CAPITAL ASSET TRANSFER TO RELATED ORG. -313,305. SEATTLE SYMPHONY FOUNDATION PO BOX 21906 SEATTLE WA 981113906 911351925 SUPPORT OF SEATTLE SYMPHONY ORCHESTRA WA 501(C)(3) LINE 12A, I SEATTLE SYMPHONY ORCHESTRA 1 B H MUSIC CENTER PO BOX 21906 SEATTLE WA 981113906 911704263 OPERATION OF CONCERT HALL WA 501(C)(3) LINE 11 SEATTLE SYMPHONY ORCHESTRA 1 BEETHOVEN A NONPROFIT CORPORATION 10 HARRISON STREET NO 100 SEATTLE WA 981094509 911649215 SUPPORTING ORG. TO LOCAL ARTS ORGANIZATIONS WA 501(C)(3) LINE 12A, I N/A 0 CHARITABLE LEAD ANNUITY TRUST (1) PO BOX 21906 SEATTLE WA 98111 INVESTMENTS WA N/A T 0 0 1 1 0 1 0 0 0 0 0 1 1 0 1 1 0 1 1 0 BH MUSIC CENTER B 350000 COST SEATTLE SYMPHONY FOUNDATION C 1470087 COST SEATTLE SYMPHONY FOUNDATION E 2243470 COST BH MUSIC CENTER K 48431 COST SEATTLE SYMPHONY FOUNDATION L 100000 COST SEATTLE SYMPHONY FOUNDATION R 125897 COST BH MUSIC CENTER R 313305 COST SEATTLE SYMPHONY ORCHESTRA INC PO BOX 21906 SEATTLE WA 981113906 910667412 X 0 0 0 29219257 29219257 1000000 250000 0 0 0 SEATTLE SYMPHONY FOUNDATION PO BOX 21906 SEATTLE WA 981113906 911351925 0 0 0 1864450 1864450 243223 60806 0 0 0 B H MUSIC CENTER PO BOX 21669 SEATTLE WA 981113906 911704263 0 0 0 6821421 6821421 491071 122768 0 0 0