SEATTLE SYMPHONY ORCHESTRA INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SEATTLE SYMPHONY ORCHESTRA INC (EIN 91-0667412)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-16
- IRS object ID
- 201841989349301074
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-16T12:44:33-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910667412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEATTLE SYMPHONY ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAT | BusinessNameControlTxt |
| Phone | 2062154700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21906 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981113906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE JACKSON CHIHULY | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 2062154700 | PhoneNum |
| Signature | 2018-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA ELIZABETH J HYRE | PreparerPersonNm |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2018-07-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAUREEN CAMPBELL MELVILLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21906 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981113906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,633,544 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SEATTLESYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1903 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | SEATTLE SYMPHONY UNLEASHES THE POWER OF MUSIC, BRINGS PEOPLE TOGETHER, & LIFTS THE HUMAN SPIRIT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 52 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 51 | VotingMembersIndependentCnt |
| Total Employee | 574 | TotalEmployeeCnt |
| Total Volunteers | 352 | TotalVolunteersCnt |
| Total Gross UBI | $35,929 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,127 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,860,544 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,289,986 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,129,113 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,922,990 | CYProgramServiceRevenueAmt |
| PY Investment Income | $165,350 | PYInvestmentIncomeAmt |
| CY Investment Income | $162,739 | CYInvestmentIncomeAmt |
| PY Other Revenue | $836,857 | PYOtherRevenueAmt |
| CY Other Revenue | $93,838 | CYOtherRevenueAmt |
| PY Total Revenue | $26,991,864 | PYTotalRevenueAmt |
| CY Total Revenue | $34,469,553 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $200,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $300,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,439,638 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,092,232 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,150,788 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,247,548 | PYOtherExpensesAmt |
| CY Other Expenses | $9,493,326 | CYOtherExpensesAmt |
| PY Total Expenses | $28,887,186 | PYTotalExpensesAmt |
| CY Total Expenses | $29,885,558 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,895,322 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,583,995 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,731,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,923,738 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,997,212 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,246,573 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$8,265,593 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,322,835 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,590,038 | ExpenseAmt |
| Grant | $300,000 | GrantAmt |
| Revenue | $14,770,787 | RevenueAmt |
| Desc | 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 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $428,457 | ExpenseAmt |
| Revenue | $28,165 | RevenueAmt |
| Desc | 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. AT SOUNDBRIDGE SEATTLE SYMPHONY MUSIC DISCOVERY CENTER, PEOPLE OF ALL AGES EXPLORE SYMPHONIC MUSIC THROUGH CLASSES, 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,018,495 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 574 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 52 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 51 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN CAMPBELL MELVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2062154700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 UNIVERSITY STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LESLIE JACKSON CHIHULY | |||||||||
| CHAIR | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JON ROSEN | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SLONSKI | |||||||||
| TREASURER | 2.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WOODY HERTZOG | |||||||||
| VICE CHAIR-DEVELOPMENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KJRISTINE LUND | |||||||||
| VICE CHAIR-AUDIENCES & COMMUNITIES | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DICK PAUL | |||||||||
| VICE CHAIR-GOVERNANCE | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN WHYTE | |||||||||
| VICE CHAIR-FINANCE | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARCO ABBRUZZESE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA LAYMAN AMATO | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RENE ANCINAS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAIRE ANGEL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERRY BENAROYA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES BIANCO | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSANNA BOWLES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE BRISBOIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL BROWN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN DETWEILER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY FAHLMAN DEWALT | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY ESTRADA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY EVANS | |||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERALD FARLEY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH FONG | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN GRANT | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN L GREENE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEREMY GRIFFIN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATTY HALL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY HECKER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN-FRANCOIS HEITZ | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAQUIN HERNANDEZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF HUSSEY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER INGRAM | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN JOHANNSEN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NADER KABBANI | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH KETCHAM | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RYO KUBOTA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NED LAIRD | |||||||||
| DIRECTOR | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL LEACH | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF LEHMAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAWN LEPORE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MARKS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MITROVICH | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HISAYO NAKAJIMA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| COOKIE NEIL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY NERAAS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREL NESHOLM | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA NOONAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY PICARD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANA REID | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELISABETH BEERS SANDLER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BAYAN TOWFIQ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE VOGEL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WALLACE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMON WOODS | |||||||||
| PRESIDENT & CEO | 40.00 | 10.00 | Yes (X) | $421,288 | $0 | $20,692 | |||
| MAUREEN CAMPBELL MELVILLE | |||||||||
| VICE PRESIDENT & CFO | 40.00 | 10.00 | Yes (X) | $159,303 | $0 | $7,532 | |||
| LUDOVIC MORLOT | |||||||||
| MUSIC DIRECTOR | 40.00 | 0.00 | $537,210 | $0 | $21,112 | Yes (X) | |||
| CHARLIE WADE | |||||||||
| SR. V.P. MARKETING & BUSINESS OPS | 40.00 | 0.00 | $219,580 | $0 | $16,310 | Yes (X) | |||
| JANE HARGRAFT | |||||||||
| V.P. OF DEVELOPMENT | 40.00 | 0.00 | $206,796 | $0 | $20,692 | Yes (X) | |||
| EFE BALTACIGIL | |||||||||
| MUSICIAN | 40.00 | 0.00 | $140,689 | $0 | $18,715 | Yes (X) | |||
| MARY LYNCH | |||||||||
| MUSICIAN | 40.00 | 0.00 | $131,766 | $0 | $15,111 | Yes (X) | |||
| ELENA DUBINETS | |||||||||
| V.P. OF ARTISTIC PLANNING | 40.00 | 0.00 | $130,443 | $0 | $7,532 | Yes (X) | |||
| JENNIFER ADAIR | |||||||||
| V.P. & GENERAL MANAGER | 40.00 | 0.00 | $126,761 | $0 | $13,757 | Yes (X) | |||
| MICHAEL WERNER | |||||||||
| MUSICIAN | 40.00 | 0.00 | $122,263 | $0 | $30,872 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,196,099 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,325 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NATIONAL GEOGRAPHIC SOCIETY | |||||
| PO BOX 400285 | DES MOINES | IA | 50340 | ARTIST REPRESENTATIVE | $633,031 |
| SD&A TELESERVICES INC | |||||
| 5757 W CENTURY BLVD STE 300 | LOS ANGELES | CA | 90045 | TELEMARKETING CONTRACTOR | $613,006 |
| NORTHWEST ASSOCIATED ARTS | |||||
| PO BOX 48251 | SEATTLE | WA | 98148 | ARTIST REPRESENTATIVE | $197,466 |
| ITZHAK PERLMAN | |||||
| C/O PRIMO ARTISTS 244 FIFTH AVENUE | NEW YORK | NY | 10001 | ARTIST | $195,500 |
| CAPACITY INTERACTIVE CONSULTING LLC | |||||
| 1239 BROADWAY STE 1103 | NEW YORK | NY | 10001 | DIGITAL MARKETING | $186,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $208,972 | FederatedCampaignsAmt |
| Fundraising | $1,252,144 | FundraisingAmt |
| Related Organizations | $1,515,848 | RelatedOrganizationsAmt |
| Government Grants | $259,363 | GovernmentGrantsAmt |
| All Other Contributions | $16,053,659 | AllOtherContributionsAmt |
| Noncash Contributions | $1,939,152 | NoncashContributionsAmt |
| Total Contributions | $19,289,986 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONCERT REVENUE | 711300 | $12,811,972 | $12,811,972 | |
| SUPPORT SERVICE FEES | 532000 | $1,376,924 | $1,376,924 | |
| HALL USAGE FEE | 532000 | $625,845 | $418,808 | $207,037 |
| MANAGEMENT FEE | 711300 | $100,000 | $100,000 | |
| SOUNDBRIDGE REVENUE | 711300 | $8,249 | $8,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,922,990 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,476 | TotalRevenueColumnAmt |
| Exclusion | $158,476 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,083 | TotalRevenueColumnAmt |
| Exclusion | $63,083 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,624,759 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,620,496 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,263 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,263 | TotalRevenueColumnAmt |
| Exclusion | $4,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $340,368 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,252,144 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $426,804 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$86,436 | TotalRevenueColumnAmt |
| Exclusion | -$86,436 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $179,112 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $116,691 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,421 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $35,929 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,492 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| REIMBURSEMENT | 900099 | $25,662 | $25,662 | |
| AUXILIARY INCOME | 900099 | $19,916 | $19,916 | |
| USHER FUND | 900099 | $5,390 | $5,390 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,802 | TotalRevenueColumnAmt |
| Exclusion | $3,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,770 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,469,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,735,869 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $35,929 | UnrelatedBusinessRevenueAmt |
| Exclusion | $407,769 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,000 | TotalAmt |
| Program Services | $300,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,712,488 | TotalAmt |
| Program Services | $621,997 | ProgramServicesAmt |
| Management And General | $858,783 | ManagementAndGeneralAmt |
| Fundraising | $231,708 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,425,152 | TotalAmt |
| Program Services | $10,761,578 | ProgramServicesAmt |
| Management And General | $1,794,116 | ManagementAndGeneralAmt |
| Fundraising | $869,458 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,533 | TotalAmt |
| Program Services | $1,462,533 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,235,780 | TotalAmt |
| Program Services | $1,599,947 | ProgramServicesAmt |
| Management And General | $446,030 | ManagementAndGeneralAmt |
| Fundraising | $189,803 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,256,279 | TotalAmt |
| Program Services | $974,654 | ProgramServicesAmt |
| Management And General | $203,121 | ManagementAndGeneralAmt |
| Fundraising | $78,504 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,590 | TotalAmt |
| Program Services | $5,163 | ProgramServicesAmt |
| Management And General | $58,427 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,848 | TotalAmt |
| Management And General | $55,848 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,646 | TotalAmt |
| Management And General | $102,646 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,344 | TotalAmt |
| Fundraising | $2,344 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,287,466 | TotalAmt |
| Program Services | $2,770,099 | ProgramServicesAmt |
| Management And General | $251,336 | ManagementAndGeneralAmt |
| Fundraising | $266,031 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524,197 | TotalAmt |
| Program Services | $1,318,714 | ProgramServicesAmt |
| Management And General | $133,627 | ManagementAndGeneralAmt |
| Fundraising | $71,856 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,106,267 | TotalAmt |
| Program Services | $691,625 | ProgramServicesAmt |
| Management And General | $212,495 | ManagementAndGeneralAmt |
| Fundraising | $202,147 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,894 | TotalAmt |
| Program Services | $751 | ProgramServicesAmt |
| Management And General | $55,079 | ManagementAndGeneralAmt |
| Fundraising | $1,064 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,531 | TotalAmt |
| Program Services | $145,531 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,772 | TotalAmt |
| Program Services | $21,634 | ProgramServicesAmt |
| Management And General | $67,262 | ManagementAndGeneralAmt |
| Fundraising | $1,876 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,322 | TotalAmt |
| Program Services | $348,018 | ProgramServicesAmt |
| Management And General | $43,281 | ManagementAndGeneralAmt |
| Fundraising | $14,023 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,033 | TotalAmt |
| Program Services | $207,812 | ProgramServicesAmt |
| Management And General | $131,221 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,751 | TotalAmt |
| Program Services | $127,063 | ProgramServicesAmt |
| Management And General | $5,350 | ManagementAndGeneralAmt |
| Fundraising | $1,338 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,481 | TotalAmt |
| Program Services | $37,905 | ProgramServicesAmt |
| Management And General | $40,576 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONCERT COSTS | $1,456,199 | $1,521,232 | $68,277 | -$133,310 |
| CAMPAIGN EXPENSES | $198,305 | $198,305 | ||
| DUES & SUBSCRIPTIONS | $114,747 | $19,497 | $88,130 | $7,120 |
| TAXES, LICENSE, PERMIT | $81,889 | $28,347 | $50,418 | $3,124 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,044 | TotalAmt |
| Program Services | $54,395 | ProgramServicesAmt |
| Management And General | $50,252 | ManagementAndGeneralAmt |
| Fundraising | $145,397 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,885,558 | TotalAmt |
| Program Services | $23,018,495 | ProgramServicesAmt |
| Management And General | $4,716,275 | ManagementAndGeneralAmt |
| Fundraising | $2,150,788 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,193 | BOYAmt |
| EOY | $1,553,284 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,178 | BOYAmt |
| EOY | $40,019 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,259,776 | BOYAmt |
| EOY | $13,616,334 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,766 | BOYAmt |
| EOY | $188,868 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,054 | BOYAmt |
| EOY | $46,786 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,247 | BOYAmt |
| EOY | $217,233 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $983,159 | BOYAmt |
| EOY | $1,261,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,074,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,809,397 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,322,228 | BOYAmt |
| EOY | $5,264,976 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,447,018 | BOYAmt |
| EOY | $3,734,359 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,731,619 | BOYAmt |
| EOY | $25,923,738 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,033,812 | BOYAmt |
| EOY | $1,452,673 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,780,097 | BOYAmt |
| EOY | $7,038,644 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,977,360 | BOYAmt |
| EOY | $6,641,249 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,805,943 | BOYAmt |
| EOY | $11,914,007 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,997,212 | BOYAmt |
| EOY | $27,246,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$18,137,848 | BOYAmt |
| EOY | -$14,664,489 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,481,091 | BOYAmt |
| EOY | $9,807,648 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,391,164 | BOYAmt |
| EOY | $3,534,006 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,265,593 | BOYAmt |
| EOY | -$1,322,835 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,731,619 | BOYAmt |
| EOY | $25,923,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,583,995 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,358,763 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,869,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,631,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,512,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,642,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,289,986 | CurrentTaxYearAmt |
| Total | $79,947,168 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,869,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,631,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,512,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,642,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,289,986 | CurrentTaxYearAmt |
| Total | $79,947,168 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,202,927 | SubstantialContributorsTotAmt |
| Public Support Total170 | $61,744,241 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $169,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $362,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $428,596 | CurrentTaxYearAmt |
| Total | $1,277,109 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $208,890 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $226,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $782,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,854 | CurrentTaxYearAmt |
| Total | $1,089,213 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $82,522,380 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $63,960,773 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2012 AMOUNT: $ 402. 2013 AMOUNT: $ 70. 2014 AMOUNT: $ 3,636. DEBT FORGIVENESS - 2015 AMOUNT: $ 738,781. FLEX PLAN FORFEITURES - 2012 AMOUNT: $ -1,333. PLAYERS PENSION PLAN - 2012 AMOUNT: $ 227,124. REIMBURSEMENTS - 2013 AMOUNT: $ 9,500. 2014 AMOUNT: $ 23,300. 2015 AMOUNT: $ 32,200. 2016 AMOUNT: $ 25,662. MERCHANDISING COMMISSION - 2014 AMOUNT: $ 5,575. 2015 AMOUNT: $ 4,926. 2016 AMOUNT: $ 3,802. USHER FUND - 2014 AMOUNT: $ 3,316. 2015 AMOUNT: $ 6,862. 2016 AMOUNT: $ 5,390. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $102,646 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $110,703 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $102,646 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $110,703 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,326,407 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $39,223,862 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,429,053 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $39,334,565 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $110,703 | CurrentYearAmt |
| Total | $110,703 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $250,000 | CurrentYearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,796 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,305,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,698,959 | DepreciationAmt |
| Book Value | $2,606,453 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,753,165 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,642 | DepreciationAmt |
| Book Value | $2,658,523 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,264,976 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUST | $3,487,450 |
| DUE FROM AFFILIATES | $246,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,734,359 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED PENSION LIABILITY | $8,834,007 |
| LOAN FROM AFFILIATE | $3,080,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,914,007 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $35,453,979 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $660,769 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $136,207 | OtherRevenueAmt |
| Revenue Not Reported | $796,976 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,657,003 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$187,450 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$187,450 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,469,553 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,231,253 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $660,769 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $747,450 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,408,219 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,823,034 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $62,524 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $62,524 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,885,558 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 141,478. AUXILIARY EXPENSE -5,271. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE ADJUSTMENT -70,759. COST OF GOODS SOLD -116,691. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE ADJUSTMENT 70,759. LOSS ON UNCOLLECTIBLE PLEDGES 560,000. COST OF GOODS SOLD 116,691. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ALLOCATION OF CAPITAL ASSET FUND EXPENSES 57,253. AUXILIARY EXPENSE 5,271. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPENING NIGHT GALA | Event1Nm |
| Gross Receipts Event1 | $1,011,923 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $927,173 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $84,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $64,081 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $54,294 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $97,761 | OtherDirectExpensesEvent1Amt |
| Event2 | CLUB LUDO | Event2Nm |
| Gross Receipts Event2 | $216,310 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $167,560 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $48,750 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,003 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,635 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $6,725 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,557 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $364,279 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $157,411 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $206,868 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $147 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $47,578 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $87,597 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $48,426 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,592,512 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,252,144 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $340,368 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,150 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $114,294 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $148,616 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $160,744 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $426,804 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$86,436 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | B H MUSIC CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21669 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 911704263 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $300,000 | CashGrantAmt |
| Purpose Of Grant | FACILITY SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SIMON WOODS | ||||||||||||||
| PRESIDENT & CEO | $369,288 | $0 | $52,000 | $0 | $0 | $0 | $0 | $0 | $20,692 | $0 | $441,980 | $0 | $0 | $0 |
| MAUREEN CAMPBELL MELVILLE | ||||||||||||||
| VICE PRESIDENT & CFO | $159,303 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,532 | $0 | $166,835 | $0 | $0 | $0 |
| LUDOVIC MORLOT | ||||||||||||||
| MUSIC DIRECTOR | $537,210 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,112 | $0 | $558,322 | $0 | $0 | $0 |
| CHARLIE WADE | ||||||||||||||
| SR. V.P. MARKETING & BUSINESS OPS | $201,580 | $0 | $18,000 | $0 | $0 | $0 | $0 | $0 | $16,310 | $0 | $235,890 | $0 | $0 | $0 |
| JANE HARGRAFT | ||||||||||||||
| V.P. OF DEVELOPMENT | $186,796 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $20,692 | $0 | $227,488 | $0 | $0 | $0 |
| EFE BALTACIGIL | ||||||||||||||
| MUSICIAN | $140,689 | $0 | $0 | $0 | $0 | $0 | $8,026 | $0 | $10,689 | $0 | $159,404 | $0 | $0 | $0 |
| MICHAEL WERNER | ||||||||||||||
| MUSICIAN | $122,263 | $0 | $0 | $0 | $0 | $0 | $9,760 | $0 | $21,112 | $0 | $153,135 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | SIMON WOODS IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS UP TO $65,000 PER HIS EMPLOYMENT CONTRACT. DURING 2016, HE RECEIVED A $52,000 BONUS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL LEACH | PersonNm |
| Relationship With Org | BOARD MEMBER | RelationshipWithOrgTxt |
| Loan Purpose | OPERATIONS | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $1,000,000 | OriginalPrincipalAmt |
| Balance Due | $200,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $200,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,808,961 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 16 | $83,139 | COST/SELLING PRICE |
| Yes (X) | INSTRUMENTS | 2 | $32,537 | COST/SELLING PRICE |
| Yes (X) | EQUIPMENT | 2 | $7,865 | COST/SELLING PRICE |
| Yes (X) | MISCELLANEOUS | 1 | $6,650 | COST/SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS: NUMBER OF CONTRIBUTORS FOR PUBLICLY TRADED SECURITIES AND ITEMS CONTRIBUTED FOR AUCTION ITEMS, INSTRUMENTS, EQUIPMENT AND OTHER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, VOLUNTEERS: | 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 4 | THE ORGANIZATION'S BYLAWS WERE AMENDED DURING FY17. MAJOR CHANGES INCLUDE CLARIFYING AND UPDATING THE ROLE AND PARTICIPATION OF THE PRESIDENT & CEO; CLARIFICATION AND GUIDANCE ON THE ORGANIZATION'S ROLE IN RELATED ORGANIZATION GOVERNANCE; AND CLARIFYING THE DIFFERENCES IN AUTHORITY, FUNCTION AND MEMBERSHIP BETWEEN STANDING COMMITTEES AND ADVISORY COMMITTEES/TASK FORCES. |
| 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 EXECUTIVE DIRECTOR. ANY CONTRACTS FOR OFFICERS AND KEY EMPLOYEES ARE APPROVED BY THE EXECUTIVE DIRECTOR, VICE PRESIDENT OF FINANCE AND THE BOARD CHAIR. MAJOR EMPLOYMENT CONTRACTS WERE LAST REVIEWED IN THE FISCAL YEAR ENDED 2017. |
| 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 141,479. EXCESS PENSION LIABILITY 2,777,284. LOSS ON UNCOLLECTIBLE PLEDGES -560,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (1) |
| BH MUSIC CENTER | ||||||||||
| PO BOX 21906 | SEATTLE | WA | 981113906 | 911704263 | OPERATION OF CONCERT HALL | WA | 501(C)(3) | LINE 10 | SEATTLE SYMPHONY ORCHESTRA | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE LEAD ANNUITY TRUST (1) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21906 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BH MUSIC CENTER | ||
| L | $300,000 | COST |
| SEATTLE SYMPHONY FOUNDATION | ||
| C | $1,515,848 | COST |
| SEATTLE SYMPHONY FOUNDATION | ||
| E | $3,080,000 | COST |
| BH MUSIC CENTER | ||
| K | $171,350 | COST |
| SEATTLE SYMPHONY FOUNDATION | ||
| L | $100,000 | COST |
| SEATTLE SYMPHONY FOUNDATION | ||
| R | $207,812 | COST |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt | Electing OrganizationElectingOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SEATTLE SYMPHONY ORCHESTRA INC | |||||||||||||||
| PO BOX 21906 | SEATTLE | WA | 981113906 | 910667412 | $0 | $102,646 | $102,646 | $30,326,407 | $30,429,053 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| SEATTLE SYMPHONY FOUNDATION | |||||||||||||||
| PO BOX 21906 | SEATTLE | WA | 981113906 | 911351925 | $0 | $0 | $0 | $2,164,616 | $2,164,616 | $258,231 | $64,558 | $0 | $0 | $0 | |
| B H MUSIC CENTER | |||||||||||||||
| PO BOX 21669 | SEATTLE | WA | 981113906 | 911704263 | $0 | $8,057 | $8,057 | $6,732,839 | $6,740,896 | $487,045 | $121,761 | $0 | $0 | $0 | Yes (X) |