LOS ANGELES PHILHARMONIC ASSOCIATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LOS ANGELES PHILHARMONIC ASSOCIATION (EIN 95-1696734)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-15
- IRS object ID
- 201632289349304653
- Schema version
- 2014v6.0
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T13:38:47-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD STE 700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951696734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ANGELES PHILHARMONIC ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOSA | BusinessNameControlTxt |
| Phone | 2139727300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SOUTH GRAND AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DEMARTINI | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 2139727300 | PhoneNum |
| Signature | 2016-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIOR TEMKIN | PreparerPersonNm |
| PTIN | P00748170 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2016-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL DEMARTINI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SOUTH GRAND AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $172,229,646 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAPHIL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE LOS ANGELES PHILHARMONIC ASSOCIATION IS TO PERFORM, PRESENT, AND PROMOTE MUSIC IN ITS MANY VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A LARGE AND DIVERSE AUDIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 57 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 57 | VotingMembersIndependentCnt |
| Total Employee | 2153 | TotalEmployeeCnt |
| Total Volunteers | 1192 | TotalVolunteersCnt |
| Total Gross UBI | $76,157 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $23,658 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50,982,116 | PYContributionsGrantsAmt |
| CY Contributions Grants | $78,488,467 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $86,603,852 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $86,181,212 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,332,090 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,019,344 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$388,946 | PYOtherRevenueAmt |
| CY Other Revenue | -$166,588 | CYOtherRevenueAmt |
| PY Total Revenue | $145,529,112 | PYTotalRevenueAmt |
| CY Total Revenue | $169,522,435 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $59,733,164 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,926,640 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $485,373 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $461,610 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,577,015 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,595,092 | PYOtherExpensesAmt |
| CY Other Expenses | $58,031,955 | CYOtherExpensesAmt |
| PY Total Expenses | $117,813,629 | PYTotalExpensesAmt |
| CY Total Expenses | $120,420,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,715,483 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $49,102,230 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $262,575,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $307,120,190 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,925,898 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,313,100 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $223,649,603 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $262,807,090 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE LOS ANGELES PHILHARMONIC ASSOCIATION IS TO PERFORM, PRESENT, AND PROMOTE MUSIC IN ITS MANY VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A LARGE AND DIVERSE AUDIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,207,238 | ExpenseAmt |
| Revenue | $43,204,362 | RevenueAmt |
| Desc | ORCHESTRAL PERFORMANCE:# OF TICKETS: 579,905 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,895,019 | ExpenseAmt |
| Revenue | $24,343,941 | RevenueAmt |
| Desc | NON-ORCHESTRAL PERFORMANCES:# OF TICKETS: 409,286 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,031,613 | ExpenseAmt |
| Revenue | $2,053,000 | RevenueAmt |
| Desc | TOUR CONCERTS, NEIGHBORHOOD CONCERTS AND RUN-OUTS:# OF TICKETS FOR TOURS: 17,002# OF TICKETS FOR RUN-OUTS: 4,384 | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $42,013,839 | ExpenseAmt |
| Revenue | $16,808,206 | RevenueAmt |
| Desc | CONCERTS BY OTHER PRESENTERS, RECORDING/ROYALTIES AND OTHER MISCELLANEOUS PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $42,013,839 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $16,808,206 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $101,147,709 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 574 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2153 | 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 | 57 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 57 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL DEMARTINI VP & CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2139727300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 S GRAND AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900123034 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JULIE ANDREWS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALLIS ANNENBERG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID N BARRY III | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS BECKMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID C BOHNETT | |||||||||
| VICE CHAIR, EXECUTIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN A BOOTH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA P BRITTAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ADRIANA CISNEROS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID A CLARK | |||||||||
| CHAIR, AFFILIATES (FROM 7/1/15) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK HOUSTON DALZELL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARI L DANIHEL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELVIN L DAVIS | |||||||||
| DIRECTOR (UNTIL 9/15/15) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD P DE BRIER | |||||||||
| CHAIR, AUDIT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH M DORAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERROLD L EBERHARDT | |||||||||
| VICE CHAIR, EXECUTIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE D EDGERTON | |||||||||
| VICE CHAIR, EDUCATION & COMMUNITY | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE B EISNER | |||||||||
| CHAIR, GOVERNANCE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE N FIELD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSHUA FRIEDMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY F GALLAGHER | |||||||||
| CHAIR, DEVELOPMENT (UNTIL 6/3/15) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID I GINDLER | |||||||||
| CHAIR, DEVELOPMENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CECILIA AGUILERA GLASSMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER MILLER GOFF | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LENORE S GREENBERG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL COLBURN GRIGOR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PIERRE HABIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TEENA HOSTOVICH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN F HOTCHKIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN KAGAN | |||||||||
| CO-CHAIR, BD OF OVERSEERS & VC, HOLLYWOOD | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH KAMINS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARIOUSH KHALEDI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD LITZINGER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN MACCARTHY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN V MALLORY | |||||||||
| CHAIR, FINANCE & INVESTMENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BOWEN H MCCOY | |||||||||
| HOLLYWOOD BOWL/LA COUNTY LIAISON | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRETCHEN MCNALLY | |||||||||
| PSHA PRESIDENT (FROM 7/1/15) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET MORGAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| YOUNES NAZARIAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEITH O'LEARY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE B PAUL | |||||||||
| CHAIR, EXECUTIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM C POWERS | |||||||||
| CHAIR, HOLLYWOOD BOWL | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR BARRY D PRESSMAN MD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAY RASULO | |||||||||
| CHAIR, MARKETING | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DUDLEY A RAUCH | |||||||||
| CHAIR, PENSION | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN RONUS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER ROSENFELD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA ROSENWALD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY S SANDERS | |||||||||
| CHAIR, EDUCATION & COMMUNITY | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC L SMALL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTIAN STRACKE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RONALD D SUGAR | |||||||||
| CHAIR, STRATEGIC PLANNING | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK SUZAR | |||||||||
| CHAIR, BOARD OF OVERSEERS | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUE TSAO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN WEEDMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALYCE WILLIAMSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| IRWIN WINKLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARILYN ZIERING | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHERI GILL | |||||||||
| CHAIR, AFFILIATES (UNTIL 6/30/15) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE WATKINS | |||||||||
| PSHA PRESIDENT (UNTIL 6/30/15) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBORAH BORDA | |||||||||
| PRESIDENT & CEO | 60.00 | $1,701,892 | $0 | $12,594 | Yes (X) | ||||
| GAIL SAMUEL | |||||||||
| EXECUTIVE DIRECTOR (EFFECTIVE 3/9/15) | 60.00 | $387,655 | $0 | $29,927 | Yes (X) | ||||
| MICHAEL DEMARTINI | |||||||||
| VP & CFO | 60.00 | $336,160 | $0 | $29,659 | Yes (X) | ||||
| MONA PATEL | |||||||||
| VP OF HR & GENERAL COUNSEL | 60.00 | $307,100 | $0 | $8,553 | Yes (X) | ||||
| CHAD SMITH | |||||||||
| COO (EFFECTIVE 3/9/15) | 60.00 | $295,472 | $0 | $11,467 | Yes (X) | ||||
| GUSTAVO DUDAMEL | |||||||||
| MUSIC CONDUCTOR | 40.00 | $1,876,000 | $0 | $30,100 | Yes (X) | ||||
| SHANA MATHUR | |||||||||
| VP OF MARKETING & COMMUNICATIONS | 60.00 | $305,687 | $0 | $29,429 | Yes (X) | ||||
| CHRIS AYZOUKIAN | |||||||||
| VP & GM OF PHIL & PRODUCTION | 60.00 | $238,264 | $0 | $19,556 | Yes (X) | ||||
| KATHLEEN KANE | |||||||||
| VP OF PHILANTHROPY (EFFECTIVE 6/2014) | 60.00 | $226,612 | $0 | $1,668 | Yes (X) | ||||
| MARTIN CHALIFOUR | |||||||||
| CONCERTMASTER | 40.00 | $484,692 | $0 | $40,218 | Yes (X) | ||||
| ROBERT DEMAINE | |||||||||
| MUSICIAN | 40.00 | $308,966 | $0 | $40,349 | Yes (X) | ||||
| ANDREW BAIN | |||||||||
| MUSICIAN | 40.00 | $303,089 | $0 | $22,222 | Yes (X) | ||||
| THOMAS HOOTEN | |||||||||
| MUSICIAN | 40.00 | $301,820 | $0 | $40,325 | Yes (X) | ||||
| WHITNEY CROCKETT | |||||||||
| MUSICIAN | 40.00 | $283,783 | $0 | $40,119 | Yes (X) | ||||
| SCOTT SHOWALTER | |||||||||
| FORMER VP OF DEVELOPMENT | 60.00 | $160,049 | $0 | $10,780 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,517,241 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $366,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 153 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| PALISADES MEDIA GROUP INC | |||||
| 1620 26TH ST 200 | SANTA MONICA | CA | 90404 | MEDIA ADVERTISING | $1,799,693 |
| SD&A TELESERVICES INC | |||||
| 5757 W CENTURY BLVD 300 | LOS ANGELES | CA | 90045 | TELEMARKETING & TELEFUNDING | $1,642,595 |
| TRANSIT SYSTEMS UNLTD INC | |||||
| 8976 LAUREL CANYON BLVD | SUN VALLEY | CA | 91352 | SHUTTLE SERVICES | $1,513,013 |
| CONTEMPORARY SERVICES CORPORATION | |||||
| PO BOX 511282 | LOS ANGELES | CA | 90051 | SECURITY | $1,376,276 |
| NORM LEVIN & COMPANY INC | |||||
| 720 24TH STREET | HERMOSA BEACH | CA | 90254 | VIDEO SERVICE | $1,046,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 71 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $4,930,789 | FundraisingAmt |
| Government Grants | $1,376,650 | GovernmentGrantsAmt |
| All Other Contributions | $72,181,028 | AllOtherContributionsAmt |
| Noncash Contributions | $2,013,021 | NoncashContributionsAmt |
| Total Contributions | $78,488,467 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONCERTS | 711310 | $67,357,922 | $67,357,922 | |
| CONCERTS BY OTHERS | 711310 | $7,873,523 | $7,873,523 | |
| CONCESSION/PARKING | 812930 | $6,827,640 | $6,827,640 | |
| RECORDING/ROYALTIES | 900099 | $2,161,537 | $2,161,537 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,960,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,960,590 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $86,181,212 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,383,546 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $237 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,383,309 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,635,798 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,635,798 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,635,798 | TotalRevenueColumnAmt |
| Exclusion | $3,635,798 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $696,413 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,930,789 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,167,218 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$470,805 | TotalRevenueColumnAmt |
| Exclusion | -$470,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,844,210 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,539,993 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,217 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $228,297 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $75,920 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,522,435 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,420,332 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $76,157 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,537,479 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,807,912 | TotalAmt |
| Program Services | $2,743,044 | ProgramServicesAmt |
| Management And General | $2,644,333 | ManagementAndGeneralAmt |
| Fundraising | $420,535 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,940,439 | TotalAmt |
| Program Services | $36,738,465 | ProgramServicesAmt |
| Management And General | $3,497,230 | ManagementAndGeneralAmt |
| Fundraising | $2,704,744 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,305,336 | TotalAmt |
| Program Services | $3,095,800 | ProgramServicesAmt |
| Management And General | $162,688 | ManagementAndGeneralAmt |
| Fundraising | $46,848 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,235,601 | TotalAmt |
| Program Services | $6,034,833 | ProgramServicesAmt |
| Management And General | $663,470 | ManagementAndGeneralAmt |
| Fundraising | $537,298 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,637,352 | TotalAmt |
| Program Services | $1,965,588 | ProgramServicesAmt |
| Management And General | $387,968 | ManagementAndGeneralAmt |
| Fundraising | $283,796 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,057 | TotalAmt |
| Program Services | $79,422 | ProgramServicesAmt |
| Management And General | $185,635 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,384 | TotalAmt |
| Management And General | $158,384 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,610 | TotalAmt |
| Fundraising | $461,610 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,668 | TotalAmt |
| Management And General | $770,668 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,147,543 | TotalAmt |
| Program Services | $4,909,167 | ProgramServicesAmt |
| Management And General | $39,849 | ManagementAndGeneralAmt |
| Fundraising | $198,527 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,312,494 | TotalAmt |
| Program Services | $2,841,957 | ProgramServicesAmt |
| Management And General | $748,323 | ManagementAndGeneralAmt |
| Fundraising | $722,214 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,204 | TotalAmt |
| Program Services | $24,466 | ProgramServicesAmt |
| Management And General | $190,505 | ManagementAndGeneralAmt |
| Fundraising | $233 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,618 | TotalAmt |
| Program Services | $791,587 | ProgramServicesAmt |
| Management And General | $4,947 | ManagementAndGeneralAmt |
| Fundraising | $84 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,575,151 | TotalAmt |
| Program Services | $3,552,939 | ProgramServicesAmt |
| Management And General | $17,707 | ManagementAndGeneralAmt |
| Fundraising | $4,505 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,484,969 | TotalAmt |
| Program Services | $3,288,721 | ProgramServicesAmt |
| Management And General | $144,558 | ManagementAndGeneralAmt |
| Fundraising | $51,690 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,968 | TotalAmt |
| Program Services | $17,883 | ProgramServicesAmt |
| Management And General | $7,472 | ManagementAndGeneralAmt |
| Fundraising | $15,613 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,388,568 | TotalAmt |
| Program Services | $1,990,385 | ProgramServicesAmt |
| Management And General | $334,954 | ManagementAndGeneralAmt |
| Fundraising | $63,229 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157,850 | TotalAmt |
| Program Services | $778,915 | ProgramServicesAmt |
| Management And General | $291,986 | ManagementAndGeneralAmt |
| Fundraising | $86,949 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $24,360,096 | $22,610,359 | $973,820 | $775,917 |
| LEASE EVENT EXPENSES | $4,857,447 | $4,857,447 | ||
| CREDIT CARD COMMISSIONS | $1,956,524 | $1,847,973 | $108,551 | |
| EQUIPMENT RENTAL | $1,884,860 | $1,363,009 | $97,247 | $424,604 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,659,554 | TotalAmt |
| Program Services | $1,615,749 | ProgramServicesAmt |
| Management And General | $373,737 | ManagementAndGeneralAmt |
| Fundraising | $670,068 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,420,205 | TotalAmt |
| Program Services | $101,147,709 | ProgramServicesAmt |
| Management And General | $11,695,481 | ManagementAndGeneralAmt |
| Fundraising | $7,577,015 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,211,759 | BOYAmt |
| EOY | $16,796,121 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,285,798 | BOYAmt |
| EOY | $7,186,411 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,335,454 | BOYAmt |
| EOY | $45,630,146 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,861,299 | BOYAmt |
| EOY | $7,424,519 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,112 | BOYAmt |
| EOY | $384,427 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,377,046 | BOYAmt |
| EOY | $2,144,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,749,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,813,232 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,232,711 | BOYAmt |
| EOY | $33,936,390 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,898,322 | BOYAmt |
| EOY | $193,617,347 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,575,501 | BOYAmt |
| EOY | $307,120,190 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,527,439 | BOYAmt |
| EOY | $12,864,622 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,278,375 | BOYAmt |
| EOY | $18,869,188 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,120,084 | BOYAmt |
| EOY | $12,579,290 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,925,898 | BOYAmt |
| EOY | $44,313,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,639,603 | BOYAmt |
| EOY | $85,690,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,588,000 | BOYAmt |
| EOY | $48,548,090 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,422,000 | BOYAmt |
| EOY | $128,569,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,649,603 | BOYAmt |
| EOY | $262,807,090 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,575,501 | BOYAmt |
| EOY | $307,120,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $49,102,230 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,772,520 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,172,223 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,142,366 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,852,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,264,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,982,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,488,467 | CurrentTaxYearAmt |
| Total | $236,729,561 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,712,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,339,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,154,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,151,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,181,212 | CurrentTaxYearAmt |
| Total | $401,539,176 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,854,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $114,192,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,418,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,133,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $164,669,679 | CurrentTaxYearAmt |
| Total | $638,268,737 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,343,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,721,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,527,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,370,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,148,172 | CurrentTaxYearAmt |
| Total | $94,110,724 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $350,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $849,980 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,200,309 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,343,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,072,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,377,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,370,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,148,172 | CurrentTaxYearAmt |
| Total | $95,311,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $542,957,704 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $880,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,104,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,568,986 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,265,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,383,546 | CurrentTaxYearAmt |
| Total | $6,202,765 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,157 | CurrentTaxYearAmt |
| Total | $153,502 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $892,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,124,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,583,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,295,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,459,703 | CurrentTaxYearAmt |
| Total | $6,356,267 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,747,220 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,316,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,002,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,429,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,129,382 | CurrentTaxYearAmt |
| Total | $644,625,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84230 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00990 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $200,771,876 | BeginningYearBalanceAmt |
| Contributions | $15,879,665 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,580,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,940,234 | OtherExpendituresAmt |
| End Year Balance | $207,131,273 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $177,612,514 | BeginningYearBalanceAmt |
| Contributions | $11,559,715 | ContributionsAmt |
| Investment Earnings Or Losses | $18,213,798 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,614,151 | OtherExpendituresAmt |
| End Year Balance | $200,771,876 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,783,416 | BeginningYearBalanceAmt |
| Contributions | $10,207,931 | ContributionsAmt |
| Investment Earnings Or Losses | $16,590,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,968,925 | OtherExpendituresAmt |
| End Year Balance | $177,612,514 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,649,602 | BeginningYearBalanceAmt |
| Contributions | $12,946,560 | ContributionsAmt |
| Investment Earnings Or Losses | $11,872,080 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,684,826 | OtherExpendituresAmt |
| End Year Balance | $156,783,416 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $132,581,335 | BeginningYearBalanceAmt |
| Contributions | $5,696,279 | ContributionsAmt |
| Investment Earnings Or Losses | $4,303,115 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,931,127 | OtherExpendituresAmt |
| End Year Balance | $137,649,602 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.42000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,195,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,083,536 | DepreciationAmt |
| Book Value | $26,111,511 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,077,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,923,683 | DepreciationAmt |
| Book Value | $2,154,288 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,476,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,806,013 | DepreciationAmt |
| Book Value | $5,670,591 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,936,390 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PARTNERSHIP INTEREST & OTHER FUNDS | $51,806,705 | F |
| MCF UNITIZED FUND | $141,810,642 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $193,617,347 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION & POST-RETIREMENT MEDICAL BENEFIT COST | Desc |
| Amt | $12,579,290 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,579,290 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $166,602,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,772,520 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,198,669 | OtherRevenueAmt |
| Revenue Not Reported | $426,149 | RevenueNotReportedAmt |
| Revenue Subtotal | $166,175,851 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $770,668 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,575,916 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,346,584 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $169,522,435 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $124,492,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,842,463 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,842,463 | ExpensesNotReportedAmt |
| Expenses Subtotal | $119,649,537 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $770,668 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $770,668 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $120,420,205 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS SUPPORT EDUCATION AND MUSIC PROGRAMS, AND THE MISSION OF THE ASSOCIATION. |
| PART X, LINE 2: | IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES" ("ASC 740"), THE ASSOCIATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ASSOCIATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S POLICY IS TO RECOGNIZE POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE, IF ANY. DURING THE YEAR ENDED SEPTEMBER 30, 2015, THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THE FEDERAL AND STATE OF CALIFORNIA INCOME TAX RETURNS OF THE ASSOCIATION STILL OPEN AND SUBJECT TO IRS OR STATE OF CALIFORNIA EXAMINATION ARE AS FOLLOWS: JURISDICTION: OPEN TAX YEARS: FEDERAL 2011 - 2014 STATE 2010 - 2014 |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NON-MONETARY EXCHANGE - IN KIND INCOME 3,734,421. SPECIAL EVENTS - DIRECT EXPENSES 1,146,374. INVESTMENT GAIN OF MUSIC CENTER FOUNDATION 1,317,874. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MUSIC CENTER FOUNDATION CONTRIBUTION 2,575,916. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NON-MONETARY EXCHANGE - IN KIND INCOME 3,734,421. SPECIAL EVENTS - DIRECT EXPENSES 1,146,374. ROUNDING ADJUSTMENT ON TOTAL EXPENSE -38,332. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConductedTxt |
| Specific Services Provided | TOUR CONCERTS EXCLUDING ANY TOUR REVENUE - SEE SCHEDULE F, PART V. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $653,814 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $653,814 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $653,814 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3E: | FormAndLineReferenceDesc |
| Explanation | TOTAL EXPENDITURES (EXCLUDING ANY TOUR REVENUE) FOR THE TOUR CONCERTS INCLUDE A PORTION OF COMPENSATION AND OTHER EMPLOYMENT-RELATED COSTS PAID TO OR FOR THE BENEFIT OF U.S. EMPLOYEES TRAVELING TO THE REGION. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A TELESERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 W CENTURY BLVD 300 | AddressLine1Txt |
| City | LA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $1,107,235 | GrossReceiptsAmt |
| Retained By Contractor | $461,610 | RetainedByContractorAmt |
| Net To Organization | $645,625 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,107,235 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $461,610 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $645,625 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINTER GALA | Event1Nm |
| Gross Receipts Event1 | $3,395,563 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,229,456 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $166,107 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,910 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $196,088 | OtherDirectExpensesEvent1Amt |
| Event2 | SUMMER GALA | Event2Nm |
| Gross Receipts Event2 | $2,231,639 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,701,333 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $530,306 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $12,934 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $950,286 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $5,627,202 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,930,789 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $696,413 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,844 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,146,374 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,167,218 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$470,805 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEBORAH BORDA | ||||||||||||||
| PRESIDENT & CEO | $805,624 | $0 | $475,000 | $0 | $421,268 | $0 | $0 | $0 | $12,594 | $0 | $1,714,486 | $0 | $0 | $0 |
| GAIL SAMUEL | ||||||||||||||
| EXECUTIVE DIRECTOR (EFFECTIVE 3/9/15 | $327,155 | $0 | $57,500 | $0 | $3,000 | $0 | $0 | $0 | $29,927 | $0 | $417,582 | $0 | $0 | $0 |
| MICHAEL DEMARTINI | ||||||||||||||
| VP & CFO | $291,660 | $0 | $44,500 | $0 | $0 | $0 | $0 | $0 | $29,659 | $0 | $365,819 | $0 | $0 | $0 |
| MONA PATEL | ||||||||||||||
| VP OF HR & GENERAL COUNSEL | $262,600 | $0 | $44,500 | $0 | $0 | $0 | $0 | $0 | $8,553 | $0 | $315,653 | $0 | $0 | $0 |
| CHAD SMITH | ||||||||||||||
| COO (EFFECTIVE 3/9/15) | $250,972 | $0 | $44,500 | $0 | $0 | $0 | $0 | $0 | $11,467 | $0 | $306,939 | $0 | $0 | $0 |
| GUSTAVO DUDAMEL | ||||||||||||||
| MUSIC CONDUCTOR | $1,864,000 | $0 | $0 | $0 | $12,000 | $0 | $0 | $0 | $30,100 | $0 | $1,906,100 | $0 | $0 | $0 |
| SHANA MATHUR | ||||||||||||||
| VP OF MARKETING & COMMUNICATIONS | $261,187 | $0 | $44,500 | $0 | $0 | $0 | $0 | $0 | $29,429 | $0 | $335,116 | $0 | $0 | $0 |
| CHRIS AYZOUKIAN | ||||||||||||||
| VP & GM OF PHIL & PRODUCTION | $193,764 | $0 | $44,500 | $0 | $0 | $0 | $0 | $0 | $19,556 | $0 | $257,820 | $0 | $0 | $0 |
| KATHLEEN KANE | ||||||||||||||
| VP OF PHILANTHROPY (EFFECTIVE 6/2014 | $188,567 | $0 | $38,045 | $0 | $0 | $0 | $0 | $0 | $1,668 | $0 | $228,280 | $0 | $0 | $0 |
| MARTIN CHALIFOUR | ||||||||||||||
| CONCERTMASTER | $484,692 | $0 | $0 | $0 | $0 | $0 | $11,847 | $0 | $28,371 | $0 | $524,910 | $0 | $0 | $0 |
| ROBERT DEMAINE | ||||||||||||||
| MUSICIAN | $308,966 | $0 | $0 | $0 | $0 | $0 | $11,978 | $0 | $28,371 | $0 | $349,315 | $0 | $0 | $0 |
| ANDREW BAIN | ||||||||||||||
| MUSICIAN | $303,089 | $0 | $0 | $0 | $0 | $0 | $11,735 | $0 | $10,487 | $0 | $325,311 | $0 | $0 | $0 |
| THOMAS HOOTEN | ||||||||||||||
| MUSICIAN | $301,820 | $0 | $0 | $0 | $0 | $0 | $11,954 | $0 | $28,371 | $0 | $342,145 | $0 | $0 | $0 |
| WHITNEY CROCKETT | ||||||||||||||
| MUSICIAN | $283,783 | $0 | $0 | $0 | $0 | $0 | $11,748 | $0 | $28,371 | $0 | $323,902 | $0 | $0 | $0 |
| SCOTT SHOWALTER | ||||||||||||||
| FORMER VP OF DEVELOPMENT | $160,049 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,780 | $0 | $170,829 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | LINE 4A: PER A CONFIDENTIALITY AGREEMENT SIGNED BY THE ORGANIZATION, THE SEVERANCE PACKAGE PAID TO AN EMPLOYEE IS NOT OPEN FOR PUBLIC INSPECTION. LINE 4B: DEBORAH BORDA HAS A 457(F) RETIREMENT PLAN. THE AMOUNT INCLUDED ON MS. BORDA'S 2014 W-2 WAS $362,492. |
| PART II, COLUMN A, LINE 2, 5 & 9: | GAIL SAMUEL BECAME EXECUTIVE DIRECTOR EFFECTIVE MARCH 9, 2015. THE COMPENSATION REFLECTED IS FOR CALENDAR YEAR 2014, WHEN SHE WAS VP AND COO OF THE ORGANIZATION. CHAD SMITH BECAME CHIEF OPERATING OFFICER EFFECTIVE MARCH 9, 2015. THE COMPENSATION REFLECTED IS FOR CALENDAR YEAR 2014, WHEN HE WAS VP OF ARTISTIC PLANNING OF THE ORGANIZATION. KATHLEEN KANE, VP OF PHILANTHROPY, JOINED THE ORGANIZATION ON JUNE 16, 2014 SO HER COMPENSATION REFLECTS ONLY A PARTIAL YEAR. |
| PART II, COLUMN F: | AS PER IRS INSTRUCTIONS, COLUMN F IS ONLY TO INCLUDE COMPENSATION REPORTED IN COLUMN B OF THE CURRENT YEAR THAT WAS ALSO REPORTED IN THE PRIOR YEAR FORM 990. SINCE THERE WERE NO SUCH OVERLAPPING AMOUNTS, NO PRIOR COMPENSATION WAS LISTED IN COLUMN F. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,013,021 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | A THIRD PARTY BROKERAGE COMPANY SELLS DONATED STOCKS ONCE THEY ARE RECEIVED BY THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE FORMULATES, SUPERVISES AND IMPLEMENTS THE POLICIES OF THE CORPORATION UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. MEMBERS ARE APPOINTED TO THE EXECUTIVE COMMITTEE WHICH CONSISTS OF THE CHAIRMAN OF THE BOARD, VICE CHAIRS AND THE CHAIRS OF THE MAJOR COMMITTEES. ADDITIONAL DIRECTORS MAY BE APPOINTED BY THE CHAIRMAN AND APPROVED BY THE BOARD OF DIRECTORS. THE FOLLOWING ARE THE VICE CHAIR AND MEMBERS OF THE EXECUTIVE COMMITTEE: CHAIRMAN OF THE BOARD: DIANE PAUL VICE CHAIRS: DAVID C. BOHNETT JERROLD EBERHARDT LOUISE D. EDGERTON JANE EISNER DAVID GINDLER JAY RASULO EXECUTIVE COMMITTEE MEMBERS (INCLUDING VICE CHAIR LISTED ABOVE): DONALD DE BRIER TIMOTHY F. GALLAGER (UNTIL 6/3/15) JONATHAN KAGAN JOHN MALLORY WILLIAM POWERS DUDLEY RAUCH NANCY SANDERS RONALD SUGAR JACK SUZAR |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW PRIOR TO THE MEETING WITH THE TAX ACCOUNTANTS AND STAFF. DURING THIS MEETING, THE AUDIT COMMITTEE INQUIRES AND RECOMMENDS ANY CHANGES NEEDED, THEN APPROVES THE FORM 990 FOR FILING. THE FINAL DRAFT OF THE FORM IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO ELECTRONIC FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IT IS THE POLICY FOR THE ORGANIZATION TO SEND A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO THE BOARD OF DIRECTORS, OFFICERS, VP'S AND KEY EMPLOYEES. THE QUESTIONNAIRES RELATING TO FY 2014 AND FY 2015 WERE SENT PRIOR TO THIS FILING AND ARE BEING REVIEWED TO ENSURE THEY ARE COMPLIANT WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS REVIEWS AND APPROVES IN ADVANCE THE COMPENSATION PACKAGE FOR OFFICERS AND KEY EMPLOYEES BASED ON A COMPARATIVE ANALYSIS OF THE COMPENSATION OF SIMILARLY SITUATED OFFICERS AND EMPLOYEES AT SIMILAR ORGANIZATIONS PREPARED INTERNALLY WITH THE PERIODIC ASSISTANCE OF A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT. FOR THE PRESIDENT AND CEO'S EMPLOYMENT CONTRACT, THE COMPENSATION COMMITTEE ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE A DETAILED COMPARATIVE ANALYSIS OF OTHER CEO COMPENSATION AT SIMILAR ORGANIZATIONS TO SUPPORT THE REASONABLENESS OF HER TOTAL COMPENSATION PACKAGE. THE COMPENSATION TERMS AND THE RESULTS OF BOTH THE INTERNAL AND INDEPENDENT COMPENSATION ANALYSIS WERE THEN REVIEWED AND DISCUSSED IN DETAIL WITH THE INPUT OF THE COMPENSATION CONSULTANT AND APPROVED IN ADVANCE BY AN AUTHORIZED BODY OF INDEPENDENT DIRECTORS. FINALLY, THE ENTIRE PROCESS WAS CONCURRENTLY DOCUMENTED DETAILING THE ANALYSIS AND BASIS FOR THE COMPENSATION DETERMINATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | ALL INFORMATIONAL RETURN DOCUMENTS ARE AVAILABLE TO THE PUBLIC EITHER THROUGH WWW.GUIDESTAR.ORG OR UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VIII, LINE 7A & 7B: | PROCEEDS FROM SALE OF STOCKS & COST OR OTHER BASIS: THE ORGANIZATION HAS INVESTMENT ACCOUNTS, HEDGE FUNDS AND OTHER INVESTMENT PARTNERSHIPS WITH MANY STOCK TRANSACTIONS. DUE TO THE LARGE QUANTITY OF STOCK TRANSACTIONS, THIS INFORMATION IS NOT INCLUDED IN THE RETURN, BUT IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | INCREASE IN ACTUARIAL LOSS -4,169,832. ROUNDING -2,391. |