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NASHVILLE SYMPHONY ASSOCIATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NASHVILLE SYMPHONY ASSOCIATION (EIN 62-0550979)
Tax period
2018-08-01 to 2019-07-31
Filed
2020-03-10
IRS object ID
202040709349301234
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2020-03-10T16:30:06-05:00ReturnTs
Tax Period End2019-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1720 Cool Springs Blvd Suite 600AddressLine1Txt
CityFranklinCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370677260ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN620550979EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nashville Symphony AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNASHBusinessNameControlTxt
Phone6156876515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Symphony PlaceAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarye LewisPersonNm
Person TitleCFOPersonTitleTxt
Signature2020-03-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJackie CoburnPreparerPersonNm
PTINP00244301PTIN
Phone6153605500PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1The Nashville SymphonyBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Alan ValentineBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Symphony PlaceAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$28,820,604GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressnashvillesymphony.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1946FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionThe Nashville Symphony inspires, entertains, educates and serves through musical performance, innovation, collaboration, and inclusion.ActivityOrMissionDesc
Voting Members Governing Body47VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee561TotalEmployeeCnt
Total Volunteers280TotalVolunteersCnt
Total Gross UBI-$71,805TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,289,589PYContributionsGrantsAmt
CY Contributions Grants$9,667,688CYContributionsGrantsAmt
PY Program Service Revenue$11,626,539PYProgramServiceRevenueAmt
CY Program Service Revenue$10,754,030CYProgramServiceRevenueAmt
PY Investment Income$1,663,173PYInvestmentIncomeAmt
CY Investment Income$389,036CYInvestmentIncomeAmt
PY Other Revenue$1,977,960PYOtherRevenueAmt
CY Other Revenue$2,368,590CYOtherRevenueAmt
PY Total Revenue$23,557,261PYTotalRevenueAmt
CY Total Revenue$23,179,344CYTotalRevenueAmt
PY Grants And Similar Paid$34,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,152,446PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,839,555CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$190,380PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$241,405CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,446,067CYTotalFundraisingExpenseAmt
PY Other Expenses$12,080,042PYOtherExpensesAmt
CY Other Expenses$12,306,565CYOtherExpensesAmt
PY Total Expenses$26,456,868PYTotalExpensesAmt
CY Total Expenses$27,421,525CYTotalExpensesAmt
PY Revenues Less Expenses-$2,899,607PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,242,181CYRevenuesLessExpensesAmt
Total Assets BOY$101,369,905TotalAssetsBOYAmt
Total Assets EOY$97,192,767TotalAssetsEOYAmt
Total Liabilities BOY$26,315,206TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,362,252TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$75,054,699NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$70,830,515NetAssetsOrFundBalancesEOYAmt
MissionThe Nashville Symphony inspires, entertains, educates and serves through musical performance, innovation, collaboration, and inclusion. Vision: As Middle Tennessee continues to grow and transform, the Nashville Symphony will be a financially robust, world-class orchestra fully supported and embraced by the community it serves. Key to achieving this vision, the Nashville Symphony will: * Become the leading orchestra for the performance, recording and commissioning of contemporary American Music. * Transform into an equitable and inclusive institution that is representative of the diverse community it serves. * Deliver visionary artistic and educational programming that excites the public, drives institutional growth and contributes to the growth of the art form.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$21,023,707ExpenseAmt
Grant$0GrantAmt
Revenue$13,543,394RevenueAmt
DescArtistic Programming : Led by Music Director Giancarlo Guerrero, the Nashville Symphony inspires, entertains, educates and serves through musical performance, innovation, collaboration and inclusion. The orchestra consists of 83 full-time musicians, who perform more than 160 concerts annually. The orchestra's flagship Classical Series consist of 14 concert weekends exploring the full breadth of classical repertoire. The 2018/19 season kicked off with a full night of Leonard Bernstein, headlined by selections from On the Waterfront and West Side Story, in celebration of the centennial of the composer's birth. Other highlights included the HD Odyssey series, featuring Dvoak's Ninth Symphony accompanied by images of deep space from NASA; Messiaen's large-scale masterpiece Turangalla, featuring French pianist Jean-Yves Thibaudet and the ondes Martenot, a rare instrument utilized by Messiaen throughout his career; works by Beethoven, Mozart, Tchaikovsky, Mahler and more; and a blend of established and new works by American composers. Artists featured as part of the Classical Series included pianist Emanuel Ax, violinist Gil Shaham, Nashville Symphony concertmaster Jun Iwasaki, and the all-volunteer Nashville Symphony Chorus. In the 2018/19, the Nashville Symphony continued to expand its reputation as one of the most prolific recording orchestras in the United States with four new recording projects, all captured live in concert: John Adams' Harmonielehre; Aaron Jay Kernis' Symphony No. 4, "Chromelodeon"; Tobias Picker's The Encantadas; and Christopher Rouse's Concerto for Orchestra and Supplica. In addition, the orchestra released two recordings on Naxos, the world's leading independent classical music label: John Harbison's Requiem and Jonathan Leshnoff's Symphony No. 4 "Heichalos." Other key projects during the concert season including hosting the League of American Orchestras' national conference, which convened thousands of leaders across our industry to discuss trends in classical music. The orchestra also worked in partnership with Nashville Ballet to present a reimagined version of Carl Orff's Carmina Burana as a dynamic multimedia project. The Nashville Symphony continues to engage in a long-term initiative rooted in Equity, Diversity, Inclusion, and Belonging. In the 2018/19 season, this included the establishment of an EDIB task force along with mandatory anti-racism training for staff. In recognition of this vital work, the Nashville Symphony received grant awards from the League of American Orchestras and Metro Arts, Nashville's Office of Arts and Culture. In addition to its classical programming, the Nashville Symphony offers a wide variety of concerts for the Middle Tennessee community, including pops, jazz, family events and movies with live orchestra. Of special note, the Nashville Symphony hosted local organizations including Casa de la Cultura to present Mexico en el Corazon, a free mariachi celebration at Schermerhorn Symphony Center.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,828,149ExpenseAmt
Grant$34,000GrantAmt
Revenue$33,722RevenueAmt
DescEducation & Community Engagement Program: The Nashville Symphony proudly serves thousands of children and families each year from the 41-county Middle Tennessee region, both at Schermerhorn Symphony Center and in local schools and community gathering spaces across the region. The Symphony works to offer integrated support across a number of programs for children with autism and/or other sensory sensitivities, including flexible and accessible seating, closed captioning, quiet spaces, trained staff and additional resources. Education and community programming highlights include: Young People's Concerts are live orchestra performances at Schermerhorn Symphony Center, with age-appropriate programming and accompanying curriculum and lesson plans for teachers tied to statewide learning outcomes. In the 2018/19 season, these concerts reached 9,981 students over 16 concerts. Program highlights included "Sound Lab with the Symphony" featuring works from Smetana, Rimsky-Korsakov, Rossini, and Marquez; "Symphony in Space," with classics from Brahms, Beethoven, and Strauss; and a symphonic field trip with classic orchestral dances and marches from around the world. Teachers received downloadable curriculum with lesson plans and music. The Accelerando Program prepares gifted young students of diverse ethnic backgrounds to pursue music at the collegiate level and beyond. Sixteen students participated in the 2018/19 season. Accelerando achieved a major milestone in 2019 with its first program graduate, Aalia Hanif, who was accepted to Northwestern University's prestigious Bienen School of Music with a generous scholarship. Ensembles in the Schools serve local schools with multiple visits from Nashville Symphony ensembles, along with lesson plans and other resources to enrich classroom learning. Sites included three primary partner schools that received three or more visits from a variety of ensembles and 10 other MNPS schools that received one or two ensemble visits. This program reached 5,364 students over 26 performances. Masterclasses, Sectionals and Lessons provide resources, instruction and performance coaching for small groups of students around Middle Tennessee. 2,394 students were engaged over 152 sessions. Open Dress Rehearsals offer a look at what goes on behind the scenes at our Classical Series concerts before the first public performance. 1,593 students witnessed noted international soloists such as Emanuel Ax, James Ehnes, Juho Pohjonen, and others in rehearsal at the Schermerhorn Symphony Center. Instrument Petting Zoos give children hands-on opportunities to try out a variety of instruments. 1,542 children were guided in trying musical instruments via school and community settings. Is It a Fiddle or a Violin?, offered in collaboration with the Country Music Hall of Fame, invited 1,426 students to explore the commonalities and the differences between country and classical music. The Nashville Symphony's Community Concerts series brings the orchestra's music to neighborhoods across the region during the summer months, reaching 6,000+ community members via free concerts.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$22,851,856TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document199IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee561EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members47GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Marye LewisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6156876515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Symphony PlaceAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KEVIN W CRUMBO
BOARD CHAIR1.00.0Yes (X)Yes (X)$0$0$0
REV DEXTER S BREWER
BOARD VICE-CHAIR1.00.0Yes (X)Yes (X)$0$0$0
RUSSELL W BATES
TREASURER1.00.0Yes (X)Yes (X)$0$0$0
THALLEN BRASSEL
SECRETARY1.00.0Yes (X)Yes (X)$0$0$0
DR PAMELA L CARTER
CHAIR-ELECT1.00.0Yes (X)Yes (X)$0$0$0
ALAN D VALENTINE
PRESIDENT & CEO40.00.0Yes (X)Yes (X)$379,504$0$17,491
NEWMAN ARNDT
DIRECTOR1.00.0Yes (X)$0$0$0
DR H VICTOR BRAREN
DIRECTOR1.00.0Yes (X)$0$0$0
CHRIS BURGER
DIRECTOR1.00.0Yes (X)$0$0$0
CAROL DANIELS
DIRECTOR1.00.0Yes (X)$0$0$0
ANDREW GIACOBONE
DIRECTOR1.00.0Yes (X)$0$0$0
EDWARD A GOODRICH
DIRECTOR1.00.0Yes (X)$0$0$0
DEBRA L GREENSPAN
DIRECTOR1.00.0Yes (X)$0$0$0
BRENDA P GRIFFIN
DIRECTOR1.00.0Yes (X)$0$0$0
DEREK HAWKES
DIRECTOR (see Schedule O)40.00.0Yes (X)$73,090$0$9,078
MICHAEL W HAYES
DIRECTOR1.00.0Yes (X)$0$0$0
CHRISTOPHER T HOLMES
DIRECTOR1.00.0Yes (X)$0$0$0
VICKI HORNE
DIRECTOR1.00.0Yes (X)$0$0$0
MARTHA R INGRAM
DIRECTOR1.00.0Yes (X)$0$0$0
ORRIN INGRAM
DIRECTOR1.00.0Yes (X)$0$0$0
WILLIAM JONES JR
DIRECTOR1.00.0Yes (X)$0$0$0
RICHARD L MILLER
DIRECTOR1.00.0Yes (X)$0$0$0
LOUISE MORRISON
DIRECTOR (see Schedule O)40.00.0Yes (X)$65,074$0$7,707
KATE MUNAGIAN
DIRECTOR (see Schedule O)40.00.0Yes (X)$55,257$0$18,035
PATRICK MURPHY
DIRECTOR1.00.0Yes (X)$0$0$0
MICHAEL MUSICK
DIRECTOR1.00.0Yes (X)$0$0$0
ROBERT OLSEN
DIRECTOR1.00.0Yes (X)$0$0$0
VICTORIA PAO
DIRECTOR1.00.0Yes (X)$0$0$0
DR MARK D PEACOCK
DIRECTOR1.00.0Yes (X)$0$0$0
W BRANTLEY PHILLIPS JR
DIRECTOR1.00.0Yes (X)$0$0$0
RIC J POTENZ
DIRECTOR1.00.0Yes (X)$0$0$0
JENNIFER H PURYEAR
DIRECTOR1.00.0Yes (X)$0$0$0
ALLISON REED
DIRECTOR1.00.0Yes (X)$0$0$0
DR JANICE RILEY-BURT
DIRECTOR1.00.0Yes (X)$0$0$0
DR E KELLEY SANFORD
DIRECTOR1.00.0Yes (X)$0$0$0
CAROLYN W SCHOTT
DIRECTOR1.00.0Yes (X)$0$0$0
JAMES C SEABURY III
DIRECTOR1.00.0Yes (X)$0$0$0
LUIS SOLANA
DIRECTOR1.00.0Yes (X)$0$0$0
JEREMY TUCKER
DIRECTOR1.00.0Yes (X)$0$0$0
GLEN WANNER
DIRECTOR (see Schedule O)1.00.0Yes (X)$74,879$0$12,928
JONATHAN G WEAVER
DIRECTOR1.00.0Yes (X)$0$0$0
JAMES W WHITE
DIRECTOR1.00.0Yes (X)$0$0$0
DAVID WILLIAMS
DIRECTOR1.00.0Yes (X)$0$0$0
BETSY WILLS
DIRECTOR1.00.0Yes (X)$0$0$0
CLARE YANG
DIRECTOR (see Schedule O)40.00.0Yes (X)$66,059$0$11,556
ALAN R YUSPEH
DIRECTOR1.00.0Yes (X)$0$0$0
SHIRLEY ZEITLIN
DIRECTOR1.00.0Yes (X)$0$0$0
STEVEN BROSVIK
COO40.00.0Yes (X)$204,018$0$18,188
MARYE WALKER LEWIS
CFO40.00.0Yes (X)$202,092$0$16,120
GIANCARLO GUERERRO
MUSIC DIRECTOR40.00.0$493,630$0$18,188Yes (X)
JUN IWASAKI
CONCERTMASTER40.00.0$212,635$0$13,097Yes (X)
DANIEL B GROSSMAN
VP OF MARKETING40.00.0$225,608$0$7,578Yes (X)
JONATHAN NORRIS
VP OF DEVELOPMENT40.00.0$162,406$0$5,000Yes (X)
ERIC SWARTZ
VP OF VENUE MANAGEMENT40.00.0$104,326$0$6,120Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,318,578TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$161,086TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2TxtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtAddress Line2ContractorAddress/ForeignAddress/AddressLine2TxtCityContractorAddress/ForeignAddress/CityNmCountryContractorAddress/ForeignAddress/CountryCd
Aerogo Inc
1170 Andover Park WestSeattleWA98188Design & Install Seatwagon Aircaster System$406,421
William Morris Endeavor Entertainment LLC
11 Madison AveNEW YORKNY10010Guest Artist Management$366,50018th Floor
Duncan Copp Ltd
Produce & Direct Background Film$314,29112 Southvalle RoadBlackheathLondon UK SE OTPUK
Bennett Direct
PO Box 0015MilwaukeeWI532010015Professional Telefunding$218,104
Allied Universal Security Services
PO Box 828854PhiladelphiaPA19182Security Service$210,625
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K20CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$11,325MembershipDuesAmt
Fundraising$1,448,920FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$249,700GovernmentGrantsAmt
All Other Contributions$7,957,743AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$9,667,688TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Ticket sales711190$10,271,824$10,271,824
Orchestra fees711190$482,206$482,206

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$10,754,030TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$363,102TotalRevenueColumnAmt
Exclusion$363,102ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,497,191RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,568,996RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$71,805RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$71,805TotalRevenueColumnAmt
Unrelated Business Revenue-$71,805UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,407,127SecuritiesAmt
Other$8,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,389,193SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,934SecuritiesAmt
Other$8,000OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,934TotalRevenueColumnAmt
Exclusion$25,934ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$143,785FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,448,920ContriRptFundraisingEventAmt
Fundraising Direct Expenses$526,476FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$382,691TotalRevenueColumnAmt
Exclusion-$382,691ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$641,066GrossSalesOfInventoryAmt
Cost Of Goods Sold$156,595CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$484,471TotalRevenueColumnAmt
Related Or Exempt Func Income$484,471RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TICKET HANDLING CHARGES/FACILITY FEES711190$2,251,659$2,251,659
COMMISSIONS ON ARTIST MERCH SALES & MISC VENUE711190$86,956$86,956

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,338,615OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,179,344TotalRevenueColumnAmt
Related Or Exempt Func Income$13,577,116RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$71,805UnrelatedBusinessRevenueAmt
Exclusion$6,345ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Program Services$30,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,000TotalAmt
Program Services$4,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,007,355TotalAmt
Program Services$1,135,991ProgramServicesAmt
Management And General$871,364ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,826,459TotalAmt
Program Services$9,605,136ProgramServicesAmt
Management And General$362,387ManagementAndGeneralAmt
Fundraising$858,936FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$480,669TotalAmt
Program Services$480,669ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$594,698TotalAmt
Program Services$486,868ProgramServicesAmt
Management And General$65,615ManagementAndGeneralAmt
Fundraising$42,215FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$930,374TotalAmt
Program Services$801,804ProgramServicesAmt
Management And General$63,138ManagementAndGeneralAmt
Fundraising$65,432FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$152,500TotalAmt
Program Services$152,500ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$19,920TotalAmt
Program Services$0ProgramServicesAmt
Management And General$19,920ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$69,615TotalAmt
Program Services$0ProgramServicesAmt
Management And General$69,615ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$241,405TotalAmt
Fundraising$241,405FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$125,123TotalAmt
Program Services$0ProgramServicesAmt
Management And General$125,123ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,276,898TotalAmt
Program Services$4,218,178ProgramServicesAmt
Management And General$46,217ManagementAndGeneralAmt
Fundraising$12,503FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,151,174TotalAmt
Program Services$990,130ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$161,044FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$119,781TotalAmt
Program Services$29,282ProgramServicesAmt
Management And General$83,915ManagementAndGeneralAmt
Fundraising$6,584FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$280,360TotalAmt
Management And General$280,360ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$222,978TotalAmt
Program Services$222,978ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,109,035TotalAmt
Program Services$1,105,586ProgramServicesAmt
Management And General$3,449ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$96,729TotalAmt
Program Services$46,221ProgramServicesAmt
Management And General$33,812ManagementAndGeneralAmt
Fundraising$16,696FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$93,197TotalAmt
Program Services$12,186ProgramServicesAmt
Management And General$79,107ManagementAndGeneralAmt
Fundraising$1,904FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$509,210TotalAmt
Management And General$509,210ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,089,680TotalAmt
Program Services$2,089,680ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$295,248TotalAmt
Program Services$173,621ProgramServicesAmt
Management And General$121,627ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER PRODUCTION EXPENSES$1,189,939$1,189,939
OTHER ADMIN EXP$388,743$388,743
OTHER MARKETING EXP$32,650$32,650$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$83,785TotalAmt
Program Services$44,437ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$39,348FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$27,421,525TotalAmt
Program Services$22,851,856ProgramServicesAmt
Management And General$3,123,602ManagementAndGeneralAmt
Fundraising$1,446,067FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,458,671BOYAmt
EOY$3,771,849EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,212,771BOYAmt
EOY$3,301,403EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$800,995BOYAmt
EOY$577,961EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$114,839BOYAmt
EOY$112,242EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,627,206BOYAmt
EOY$907,548EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$147,606,148LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$72,817,547LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$75,553,346BOYAmt
EOY$74,788,601EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,602,077BOYAmt
EOY$13,733,163EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$101,369,905BOYAmt
EOY$97,192,767EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$914,989BOYAmt
EOY$985,483EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,400,217BOYAmt
EOY$5,376,769EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$20,000,000BOYAmt
EOY$20,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,315,206BOYAmt
EOY$26,362,252EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$66,863,004BOYAmt
EOY$64,159,375EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,337,376BOYAmt
EOY$3,812,069EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,854,319BOYAmt
EOY$2,859,071EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$75,054,699BOYAmt
EOY$70,830,515EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$101,369,905BOYAmt
EOY$97,192,767EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,242,181ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$68,562NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$50,565OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,603,311CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,813,618CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,798,807CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,289,589CurrentTaxYearMinus1YearAmt
Current Tax Year$9,667,688CurrentTaxYearAmt
Total$42,173,013TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,219,857CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,680,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,613,168CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,544,736CurrentTaxYearMinus1YearAmt
Current Tax Year$13,733,711CurrentTaxYearAmt
Total$66,791,703TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,823,168CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,493,849CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,411,975CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,834,325CurrentTaxYearMinus1YearAmt
Current Tax Year$23,401,399CurrentTaxYearAmt
Total$108,964,716TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$604,348CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$570,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$596,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$657,138CurrentTaxYearMinus1YearAmt
Current Tax Year$608,142CurrentTaxYearAmt
Total$3,036,335TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$604,348CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$570,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$596,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$657,138CurrentTaxYearMinus1YearAmt
Current Tax Year$608,142CurrentTaxYearAmt
Total$3,036,335TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$105,928,381PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,581,111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,753,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,877,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,846,299CurrentTaxYearMinus1YearAmt
Current Tax Year$1,860,293CurrentTaxYearAmt
Total$8,918,182TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,581,111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,753,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,877,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,846,299CurrentTaxYearMinus1YearAmt
Current Tax Year$1,860,293CurrentTaxYearAmt
Total$8,918,182TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$693,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$746,699CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$117,884CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$129,965CurrentTaxYearMinus1YearAmt
Current Tax Year$143,785CurrentTaxYearAmt
Total$1,831,603TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,097,549CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,993,629CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,407,257CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,810,589CurrentTaxYearMinus1YearAmt
Current Tax Year$25,405,477CurrentTaxYearAmt
Total$119,714,501TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.8848PublicSupportCY509Pct
Public Support PY5090.8727PublicSupportPY509Pct
Investment Income CY0.0745InvestmentIncomeCYPct
Investment Income PY0.0716InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part III Line 2 & Line 12 restatementLines 2 and 12 of Schedule A, Part III have been restated for all years shown to report inventory sales amounts correctly.
Schedule A, Part III, Line 12 Other IncomeDESCRIPTION - FUNDRAISING REVENUE, COLUMN A - 174711.0, COLUMN B - 124940.0, COLUMN C - 117884.0, COLUMN D - 129965.0, COLUMN E - 143785.0, COLUMN F - 691285.0; DESCRIPTION - GROSS SALES OF INVENTORY (10A), COLUMN A - 518559.0, COLUMN B - 562384.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 1080943.0; DESCRIPTION - GAMING (RAFFLE), COLUMN A - 0.0, COLUMN B - 59375.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 59375.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,121,240BeginningYearBalanceAmt
Contributions$4,752ContributionsAmt
Investment Earnings Or Losses$296,373InvestmentEarningsOrLossesAmt
Other Expenditures$526,898OtherExpendituresAmt
Administrative Expenses$108,380AdministrativeExpensesAmt
End Year Balance$10,787,087EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,796,215BeginningYearBalanceAmt
Contributions$164,153ContributionsAmt
Investment Earnings Or Losses$711,734InvestmentEarningsOrLossesAmt
Other Expenditures$447,908OtherExpendituresAmt
Administrative Expenses$102,954AdministrativeExpensesAmt
End Year Balance$11,121,240EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,332,572BeginningYearBalanceAmt
Contributions$51,695ContributionsAmt
Investment Earnings Or Losses$894,966InvestmentEarningsOrLossesAmt
Other Expenditures$386,774OtherExpendituresAmt
Administrative Expenses$96,244AdministrativeExpensesAmt
End Year Balance$10,796,215EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,646,267BeginningYearBalanceAmt
Contributions$30,320ContributionsAmt
Investment Earnings Or Losses$220,997InvestmentEarningsOrLossesAmt
Other Expenditures$497,932OtherExpendituresAmt
Administrative Expenses$67,080AdministrativeExpensesAmt
End Year Balance$10,332,572EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,778,281BeginningYearBalanceAmt
Contributions$7,083ContributionsAmt
Investment Earnings Or Losses$557,481InvestmentEarningsOrLossesAmt
Other Expenditures$625,996OtherExpendituresAmt
Administrative Expenses$70,582AdministrativeExpensesAmt
End Year Balance$10,646,267EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.918BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.082PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,500,000OtherCostOrOtherBasisAmt
Book Value$3,500,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$131,543,589OtherCostOrOtherBasisAmt
Depreciation$66,715,345DepreciationAmt
Book Value$64,828,244BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,296,293OtherCostOrOtherBasisAmt
Depreciation$6,102,202DepreciationAmt
Book Value$2,194,091BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,266,266OtherCostOrOtherBasisAmt
Book Value$4,266,266BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$74,788,601TotalBookValueLandBuildingsAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$25,210,957TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$68,562NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$374,198DonatedServicesAndUseFcltsAmt
Other Revenue-$3,615OtherRevenueAmt
Revenue Not Reported$439,145RevenueNotReportedAmt
Revenue Subtotal$24,771,812RevenueSubtotalAmt
Investment Expenses Not Incld$125,123InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,717,591OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$1,592,468RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,179,344TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$29,435,141TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$374,198DonatedServicesUseFcltsAmt
Other Expenses Included$1,764,541OtherExpensesIncludedAmt
Expenses Not Reported$2,138,739ExpensesNotReportedAmt
Expenses Subtotal$27,296,402ExpensesSubtotalAmt
Investment Expenses Not Incld2$125,123InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$125,123ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$27,421,525TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe investment funds are used for mission related activities.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ACCORDANCE WITH APPLICABLE GUIDANCE, THE ASSOCIATION WILL RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE-LIKELY-THAN-NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. AS OF JULY 31, 2019 AND 2018, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. THE ASSOCIATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ASSOCIATION DID NOT RECOGNIZE OR ACCRUE ANY INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS OF JULY 31, 2019 AND 2018, AND FOR THE YEARS THEN ENDED.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Miscellaneous Fundraising Event Expense - -3615
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsEvent Rental Expense - -1568996 Cost of Goods Sold - -156595 Gain on Sale of Asset - 8000
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Uncollectible Pledge Allowance - 50565 Miscellaneous Fundraising Event Expense - -3615 Event Rental Expense - 1568996 Gain on Sale of Asset - -8000 Cost of Goods Sold - 156595

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Bennett DirectBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 0015AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53201ZIPCd
FieldValueIRS element (for citing)
ActivityTELEFUNDINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$616,133GrossReceiptsAmt
Retained By Contractor$241,405RetainedByContractorAmt
Net To Organization$374,728NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$616,133TotalGrossReceiptsAmt
Total Retained By Contractors$241,405TotalRetainedByContractorsAmt
Total Net To Organization$374,728TotalNetToOrganizationAmt
Licensed StatesTNLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SYMPHONY BALLEvent1Nm
Gross Receipts Event1$1,033,670GrossReceiptsEvent1Amt
Charitable Contri Event1$961,965CharitableContriEvent1Amt
Gross Revenue Event1$71,705GrossRevenueEvent1Amt
Rent Facility Costs Event1$61,963RentFacilityCostsEvent1Amt
Food And Beverage Event1$61,710FoodAndBeverageEvent1Amt
Entertainment Event1$28,142EntertainmentEvent1Amt
Other Direct Expenses Event1$100,403OtherDirectExpensesEvent1Amt
Event2FASHION SHOWEvent2Nm
Gross Receipts Event2$480,740GrossReceiptsEvent2Amt
Charitable Contri Event2$436,975CharitableContriEvent2Amt
Gross Revenue Event2$43,765GrossRevenueEvent2Amt
Rent Facility Costs Event2$101,342RentFacilityCostsEvent2Amt
Food And Beverage Event2$83,907FoodAndBeverageEvent2Amt
Entertainment Event2$4,050EntertainmentEvent2Amt
Other Direct Expenses Event2$62,877OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$78,295GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$49,980CharitableContriOtherEventsAmt
Gross Revenue Other Events$28,315GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$1,032RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$3,433FoodAndBeverageOtherEventsAmt
Entertainment Other Events$14,538EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$3,079OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,592,705GrossReceiptsTotalAmt
Charitable Contributions Tot$1,448,920CharitableContributionsTotAmt
Gross Revenue Total Events$143,785GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$164,337RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$149,050FoodAndBeverageTotalEventsAmt
Entertainment Total Events$46,730EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$166,359OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$526,476DirectExpenseSummaryEventsAmt
Net Income Summary-$382,691NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement.BENNETT DIRECT-FUNDS RAISED BY TELEFUNDING COMPANY ARE PROCESSED BY THE REPORTING ORGANIZATION; DONATED FUNDS ARE NEVER IN POSSESSION OF THE TELEFUNDING FIRM. TELEFUNDING FIRM RECEIVES PAYMENT FOR ITS SERVICES VIA DIRECT INVOICE TO ORGANIZATION.;
Schedule G, Part I, Line 2b(v) payment of fees or payment of expensesBENNETT DIRECT-CONTRACT PROVIDES FOR AN ANNUAL FEE PLUS HOURLY WAGES. ADDITIONALLY, CERTAIN EXPENSES, SUCH AS PRINTING, SUPPLIES, AND POSTAGE ARE REIMBURSED. IN 2019, FEES TOTALED $241,405, WHILE EXPENSE REIMBURSEMENTS AMOUNTED TO $1,954.;

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLAIR SCHOOL OF MUSIC AT VANDERBILT UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12301 VANDERBILT PLACEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37240ZIPCd
FieldValueIRS element (for citing)
Recipient EIN620476822RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$30,000CashGrantAmt
Purpose Of Grantto sponsor the curb youth symphony to promote music education for future generations.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationNashville Symphony sponsors Curb Youth Symphony at Blair School of Music with Vanderbilt University. NSA has a close partnering with Curb Youth Symphony at multiple times throughout the year, including the annual Side By Side concert.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALAN D VALENTINE
PRESIDENT & CEO$347,904$0$25,000$0$6,600$0$0$0$17,491$0$396,995$0$0$0
STEVEN BROSVIK
COO$181,298$0$22,000$0$720$0$0$0$18,188$0$222,206$0$0$0
MARYE WALKER LEWIS
CFO$180,092$0$22,000$0$0$0$0$0$16,120$0$218,212$0$0$0
GIANCARLO GUERERRO
MUSIC DIRECTOR$443,630$0$50,000$0$0$0$0$0$18,188$0$511,818$0$0$0
JUN IWASAKI
CONCERTMASTER$212,635$0$0$0$0$0$6,761$0$6,336$0$225,732$0$0$0
DANIEL B GROSSMAN
VP OF MARKETING$165,915$0$59,693$0$0$0$0$0$7,578$0$233,186$0$0$0
JONATHAN NORRIS
VP OF DEVELOPMENT$156,566$0$5,000$0$840$0$0$0$5,000$0$167,406$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 3 COMPENSATION OF TOP MANAGEMENT OFFICIALSTHE BOARD OF DIRECTORS DELEGATES RESPONSIBILITY TO THE EXECUTIVE COMMITTEE, WHICH ACTS AS THE COMPENSATION COMMITTEE, FOR THE REVIEW AND APPROVAL OF THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS.
Schedule J, Part I, Line 7 Non-fixed paymentsThe Vice President of Marketing receives a base salary plus commission. The commission is based upon meeting & exceeding ticket sales goals. There are fixed and non-fixed portions of the bonus payments for the CEO, CFO, & COO. The non-fixed portions are determined at the discretion of the executive committee.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SYMPLACE REALTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgDIRECTOR MARTHA INGRAMRelationshipWithOrgTxt
Loan PurposeMORTGAGE ON SYMPHONY FACILITYLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$23,250,000OriginalPrincipalAmt
Balance Due$20,000,000BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$20,000,000TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Delegate broad authority to a committeeARTICLE 4 (of Bylaws) EXECUTIVE COMMITTEE 4.1 Delegation of Power to Executive Committee. (a) The Executive Committee shall manage the business and affairs of the Association except as otherwise limited by these Bylaws, the Charter or the Act. The Executive Committee may advise the Board on all matters and shall report to the Board on all decisions made or actions taken by it which the Executive Committee or the Chairman reasonably determine to be major decisions or actions. The Executive Committee shall be assisted by such administrative staff as the Chairman or the President and CEO may determine. Except as otherwise provided in this Article, the provisions of Article 5 shall apply to the Executive Committee. (b) The Executive Committee shall have the power and authority (i) to appoint, negotiate and approve the terms of employment of, and evaluate the performance of the President and CEO and the Music Director and Conductor; (ii) approve agreements with the Musicians' Union (with any member who is an Orchestra Member being excluded, except by invitation of the Chairman); (iii) monitor compliance with the budget; (iv) establish and implement operating policies and procedures; (v) supervise the operations and functions of the other committees and receive reports from these committees on request or as required by these Bylaws; (vi) approve the creation of committees of the Board other than the committees created by these Bylaws and the appointment or removal of members of all committees and (vii) approve a sale, lease or pledge of less than all or substantially all of the assets of the Association. The Executive Committee shall have no power to amend any resolution of the Board or the budget. During discussions of salary, any collective bargaining negotiations, or other matters involving individual employees, the Executive Committee may exclude Association employees. 4.2 Number, Election and Term. (a) The Executive Committee shall have at least thirteen (13) and no more than seventeen (17) members, all of whom shall be directors. The Executive Committee shall be comprised of the elected officers of the Association, the President and CEO, the required Orchestra Member, the chairman of the Associate Board, the chairman of the Annual Campaign, the chairman of any capital campaign underway and the chairmen of the following committees: Artistic Planning, Governance, Strategic Planning, Marketing, Development, External Affairs and the Schermerhorn Symphony Center Committee. Subject to the limit on total members, other directors may be nominated by the Governance Committee and elected by the Board. Each member shall consent to serve prior to his or her nomination by the Governance Committee. (b) The members of the committee will be elected or appointed for minimum two-year terms, and members shall serve until their successors are elected or appointed and qualified. No member of the Executive Committee shall serve more than three consecutive two-year terms, and a former member may be re-elected or re-appointed following a one-year absence from the Executive Committee. (c) The members shall serve at the pleasure of the Executive Committee and the Board, and the Executive Committee or Board may remove any elected member at any time, with or without cause. 4.3 Meetings. Regular meetings of the Executive Committee shall be held every other month unless otherwise determined by the Chairman. Special meetings may be called at any time by an officer or any five (5) members of the Executive Committee. 4.4 Telephonic Meetings. The Executive Committee may permit any of its members to participate in any meeting by, or conduct the meeting through the use of, any means of communication by which all members participating may simultaneously hear each other during the meeting. 4.5 Quorum and Voting. At all meetings of the Executive Committee, the presence of a majority of the voting members shall constitute a quorum. Each member shall have one vote on all matters properly coming before the meeting. If a quorum is present when a vote is taken, the affirmative vote of a majority of members present is an act of the committee unless the Act, the Charter or these Bylaws require the vote of a greater number.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsORRIN INGRAM AND MARTHA INGRAM - Family relationship
Form 990, Part VI, Line 4 Significant changes to organizational documentsThe allowed maximum number of Executive Committee members increased to 17.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Form 990 is prepared by the Controller; a draft is reviewed by the organization's public accounting firm, the CFO, the Board Treasurer, and Audit Committee Chair. A full copy of the 990, including supplemental schedules, is provided to the full governing body after filing.
Form 990, Part VI, Line 12c Conflict of interest policy2.8 Conflict of Interest. (from Bylaws of Organization) (a) The President and CEO shall be responsible for maintaining a written conflict of interest policy for the Association approved by the Board of Directors. This policy shall address conflict of interest related to any director, officer, committee member, or administrative staff member of the Association (b) Generally speaking, for directors, a conflict of interest is a situation in which a director or one of his or her family members has a direct or indirect personal or financial interest that compromises or could compromise the director's independence of judgment in exercising his or her responsibilities to the Association. When any conflict of interest relates to a matter requiring action by the Board of Directors or any Committee, the interested person shall call it to the attention of the Board of Directors or the Committee before which the matter is pending, as applicable. Any other Board or Committee member may call the matter to the attention of the Board or Committee, as applicable. The interested person shall not deliberate or vote on the matter; provided, however, that any director disclosing a conflict of interest may be counted in determining the presence of a quorum at a meeting of the Board of Directors or the Executive Committee. 3 (c) Unless requested to remain present during the meeting, the interested person shall retire from the room in which the Board of Directors or Executive Committee is meeting, and shall not participate in the final deliberation or decision regarding the matter under consideration. However, the interested person shall provide the Board or Committee, as applicable with any and all relevant information. (d) The minutes of the meeting of the Board or any Committee, as applicable, shall reflect that the conflict of interest was disclosed, that the interested person did not participate in the final discussion or vote and did not vote, and the rationale for approving the action.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE ORGANIZATION UTILIZED SURVEYS AND RESEARCH OF LOCAL, REGIONAL AND NATIONAL ORGANIZATIONS OF SIMILAR SIZE AND MAKEUP TO ACCUMULATE FAIR AND REASONABLE COMPENSATION DATA FOR THE CEO SALARY. THE MAJORITY OF THIS INFORMATION COMES FROM THE ORCHESTRA STATISTICAL REPORT MAINTAINED BY THE LEAGUE OF AMERICAN ORCHESTRAS. THIS INFORMATION IS PRESENTED TO THE EXECUTIVE COMMITTEE, WHICH ACTS AS THE COMPENSATION COMMITTEE FOR CEO SALARY REVIEW AND APPROVAL. AFTER APPROVAL BY THE EXECUTIVE COMMITTEE, THE BOARD CHAIR THEN SIGNS DOCUMENTATION WHICH STATES THE APPROVED SALARY FOR THE CEO FOR THE FISCAL YEAR.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE ORGANIZATION UTILIZED SURVEYS AND RESEARCH OF LOCAL, REGIONAL AND NATIONAL ORGANIZATIONS OF SIMILAR SIZE AND MAKEUP TO ACCUMULATE FAIR AND REASONABLE COMPENSATION DATA FOR SALARIES PAID TO OFFICERS AND KEY EMPLOYEES, SPECIFICALLY THE MUSIC DIRECTOR, CFO, COO, CONCERTMASTER, AND VICE PRESIDENTS. THE MAJORITY OF THIS INDUSTRY SALARY INFORMATION COMES FROM THE ORCHESTRA STATISTICAL REPORT MAINTAINED BY THE LEAGUE OF AMERICAN ORCHESTRAS. THIS INFORMATION IS PRESENTED TO THE EXECUTIVE COMMITTEE, WHICH ACTS AS THE COMPENSATION COMMITTEE FOR SALARY REVIEW AND APPROVAL OF THE ABOVE-MENTIONED POSITIONS. AFTER APPROVAL BY THE EXECUTIVE COMMITTEE, THE BOARD CHAIR THEN SIGNS DOCUMENTATION WHICH STATES THE APPROVED SALARY FOR EACH OF THESE POSITIONS FOR THE FISCAL YEAR.
Form 990, Part VI, Line 19 Required documents available to the publicGoverning documents and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104 and are not available to the public at this time. The Nashville Symphony does, however, make its annual financial audit & the 990 available on its own website.
Form 990, Part VII, Section A COMPENSATION OF DIRECTORSFIVE BOARD MEMBERS SERVED AS EMPLOYED MUSICIANS OF THE NASHVILLE SYMPHONY ORCHESTRA AND RECEIVED COMPENSATION IN THEIR CAPACITY AS MUSICIANS OF THE ORCHESTRA. NONE OF THE LISTED COMPENSATION AT PART VII, SECTION A IS FOR THEIR ROLE AS BOARD MEMBERS. THESE INDIVIDUALS ARE LISTED BELOW: LOUISE MORRISON KATHERINE MUNAGIAN DEREK HAWKES GLEN WANNER CLARE YANG
Form 990, Part IX, Line 11g Other FeesGUEST ARTIST FEES, SECURITY, COMMISSIONING, AUDIO ENGINEER - Total Expense: 4218178, Program Service Expense: 4218178, Management and General Expenses: 0, Fundraising Expenses: 0; PUBLIC RELATIONS, BACKGROUND SEARCH - Total Expense: 46217, Program Service Expense: 0, Management and General Expenses: 46217, Fundraising Expenses: 0; DONOR MARKET RESEARCH CONSULTANTS - Total Expense: 12503, Program Service Expense: 0, Management and General Expenses: 0, Fundraising Expenses: 12503;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesUNCOLLECTIBLE PLEDGE ALLOWANCE - -50565;

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NASHVILLE SYMPHONY ENDOWMENT TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CUMBERLAND TRUSTAddressLine1Txt
Address Line240 BURTON HILLS BLVD STE 300AddressLine2Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
FieldValueIRS element (for citing)
EIN620550979EIN
Primary ActivitiesINVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateTNLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NASHVILLE SYMPHONY ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTrustEntityTypeTxt
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NASHVILLE SYMPHONY ENDOWMENT TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$526,898InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt