2015-05-14T16:37:03-05:00 2014-06-30 953322166 KUSHNER SMITH JOANOU & GREGSON LLP 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2013-07-01 953635496 PACIFIC SYMPHONY PACI 7147555788 3631 SOUTH HARBOR BLVD NO 100 SANTA ANA CA 92704 SEAN SUTTON VP FINANCE AND ADMINISTRATION 7147555788 2015-05-13 1 MARGOT ANDREWS P00177103 9492612808 2015-05-13 2013 2016-02-25 16:41:14Z SEAN SUTTON 3631 SOUTH HARBOR BLVD NO 100 SANTA ANA CA 92704 25207900 0 X WWW.PACIFICSYMPHONY.ORG X 1980 CA TO PROVIDE MUSICAL CONCERTS AND EDUCATION. 74 73 373 850 30720 24640 14374756 11607424 7763693 7927332 462634 446199 831839 1210351 23432922 21191306 0 0 0 0 3591715 9856505 74434 47376 1837492 14265519 9763422 17931668 19667303 5501254 1524003 35240188 39263897 5206640 5338842 30033548 33925055 ENRICHING THE HUMAN SPIRIT THROUGH SUPERIOR PERFORMANCES OF SYMPHONIC MUSIC AND COMMUNITY ENGAGEMENT. 0 0 11348371 7186437 CLASSICAL, POPS CONCERTS, OUTDOOR CONCERTS, CONCERTS FOR BALLET, CHORALE GROUPS AND OTHER ORGANIZATIONS APPROXIMATELY 140,988 OF EXPERIENCES PROVIDED. 1722695 740895 EDUCATIONAL EVENTS AND COMMUNITY OUTREACH PROGRAMS INCLUDING APPRECIATION OF MUSIC IN SCHOOL PROGRAMS, FAMILY CONCERTS, YOUTH ORCHESTRA AND OTHERS APPROXIMATELY 88,700 EXPERIENCES PROVIDED. 13071066 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 168 0 1 373 1 1 1 0 0 0 0 1 1 0 0 0 0 X 74 73 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SEAN SUTTON 7147555788 3631 S HARBOR BLVD SUITE 100 SANTA ANA CA 927048908 JOHN E FORSYTE PRESIDENT 40.00 X X 267907 0 59929 MR MIKE KERR BOARD CHAIR 5.00 X X 0 0 0 MR MARK NIELSEN VICE CHAIR, FINANCE & TREASURER 5.00 X X 0 0 0 MR CHRISTOPHER TOWER C0-VICE CHAIR, DEVELOPMENT 5.00 X X 0 0 0 MS JOANN LEATHERBY C0-VICE CHAIR, DEVELOPMENT 5.00 X X 0 0 0 SALLY ANDERSON IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 MS SUSAN ANDERSON SECRETARY 5.00 X X 0 0 0 DR RICHARD AFABLE DIRECTOR 0.50 X 0 0 0 MRS LEONA ARONOFF-SADACCA DIRECTOR 0.50 X 0 0 0 MRS VIRGINIA BOURESTON DIRECTOR 0.50 X 0 0 0 MR JOHN R STAHR DIRECTOR 0.50 X 0 0 0 DR JO ELLEN ALLEN-CHATHAM DIRECTOR 0.50 X 0 0 0 DR HAZEM H CHEHABI DIRECTOR 0.50 X 0 0 0 JOHN W DANIELS DIRECTOR 0.50 X 0 0 0 GINNY DAVIES DIRECTOR 0.50 X 0 0 0 MR LOUIS DELMONICO DIRECTOR 0.50 X 0 0 0 MS LUCY DUNN DIRECTOR 0.50 X 0 0 0 DR RON REDMOND DIRECTOR 0.50 X 0 0 0 MR JAMES EMMI DIRECTOR 0.50 X 0 0 0 MR JOHN R EVANS DIRECTOR 0.50 X 0 0 0 MR SEAN FOLEY DIRECTOR 0.50 X 0 0 0 MS BARBARA FOSTER DIRECTOR 0.50 X 0 0 0 MS PATRICIA A ROCHE-FUKUSHIMA DIRECTOR 0.50 X 0 0 0 MR MICHAEL S GORDON DIRECTOR 0.50 X 0 0 0 MR BRIAN GRADO DIRECTOR 0.50 X 0 0 0 MR NICHOLAS GREENKO DIRECTOR 0.50 X 0 0 0 MR RONDELL B HANSON DIRECTOR 0.50 X 0 0 0 DR DONALD HECHT DIRECTOR 0.50 X 0 0 0 MR GARTH HOGAN DIRECTOR 0.50 X 0 0 0 MR BARRY HON DIRECTOR 0.50 X 0 0 0 MRS MICHELLE HODGES DIRECTOR 0.50 X 0 0 0 MRS MICHELLE HOROWITZ DIRECTOR 0.50 X 0 0 0 MR MARK CHAPIN JOHNSON DIRECTOR 0.50 X 0 0 0 MRS JANICE M JOHNSON DIRECTOR 0.50 X 0 0 0 MS ROBIN J KALOTA DIRECTOR 0.50 X 0 0 0 MR ROGER T KIRWAN DIRECTOR 0.50 X 0 0 0 MR PHILLIP N LYONS DIRECTOR 0.50 X 0 0 0 MR DAVID MELILLI DIRECTOR 0.50 X 0 0 0 MR TIMOTHY MOLNAR DIRECTOR 0.50 X 0 0 0 MR CARLOS MOLLURA DIRECTOR 0.50 X 0 0 0 MS KATHRYN MOORE DIRECTOR 0.50 X 0 0 0 MS STACEY NICHOLAS DIRECTOR 0.50 X 0 0 0 MR DAVID ONTKO DIRECTOR 0.50 X 0 0 0 MS ANOOSHEH OSKOUIAN DIRECTOR 0.50 X 0 0 0 MR DENNIS PARROT DIRECTOR 0.50 X 0 0 0 MR STEWART B ROBERTS DIRECTOR 0.50 X 0 0 0 MRS CHIYO ROWE DIRECTOR 0.50 X 0 0 0 MR RONALD SIMON DIRECTOR 0.50 X 0 0 0 MRS JANICE FREY SMITH DIRECTOR 0.50 X 0 0 0 MRS ELIZABETH STAHR DIRECTOR 0.50 X 0 0 0 MR LYLE SCHEPPELE DIRECTOR 0.50 X 0 0 0 MR DAVID TROOB DIRECTOR 0.50 X 0 0 0 MR BART VAN AARDENNE DIRECTOR 0.50 X 0 0 0 MR HENRY WALKER DIRECTOR 0.50 X 0 0 0 MRS JANE FUJISHIGE YADA DIRECTOR 0.50 X 0 0 0 MR WILLIAM F PODLICH DIRECTOR 0.50 X 0 0 0 MR MIGUEL PULIDO DIRECTOR 0.50 X 0 0 0 MR PATRICK DIRK DIRECTOR 0.50 X 0 0 0 MRS NANCY KELLEY DIRECTOR 0.50 X 0 0 0 MR PARKER KENNEDY DIRECTOR 0.50 X 0 0 0 MR JIM MCCLUNEY DIRECTOR 0.50 X 0 0 0 MR ALEX MCKINNON DIRECTOR 0.50 X 0 0 0 MR MICHAEL NILSSON DIRECTOR 0.50 X 0 0 0 MR WARREN SIEGEL DIRECTOR 0.50 X 0 0 0 MRS VINA WILLIAMS DIRECTOR 0.50 X 0 0 0 MS HOPE MILLER DIRECTOR 0.50 X 0 0 0 MR SETH JOHNSON DIRECTOR 0.50 X 0 0 0 MS JENNIFER CHENG DIRECTOR 0.50 X 0 0 0 MR PAUL MUSCO DIRECTOR 0.50 X 0 0 0 MR JAMES NEWTON HOWARD DIRECTOR 0.50 X 0 0 0 MR PASCAL HOUILLON DIRECTOR 0.50 X 0 0 0 MS DIANE SAWYER DIRECTOR 0.50 X 0 0 0 MR BOKER YARUSS DIRECTOR 0.50 X 0 0 0 MRS JAYE YARUSS DIRECTOR 0.50 X 0 0 0 MR SEAN SUTTON EVP & COO 40.00 X 145038 0 11038 MR CARL ST CLAIR MUSIC DIRECTOR 40.00 X 415389 0 8246 RAYMOND KOBLER CONCERT MASTER 40.00 X 151518 0 24228 GARY GOOD SR. EXEC. SPECIAL CAMPAIGNS 40.00 X 154701 0 5553 GREGORY COX ASSOCIATE VP OF DEVELOPMENT 40.00 X 106826 0 4412 EILEEN JEANETTE VP - ARTISTIC & ORCHESTRA OPS 40.00 X 107207 0 7940 ALAN BALL FORMER:AVP - DEVELOPMENT 40.00 X 157235 0 8261 1505821 0 129607 9 1 1 0 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 RENTAL & SERVICES 1580963 AFMEPF ONE PENN PLAZA STE 3115 NEW YORK NY 10119 PENSION 426894 VERIZON WIRELESS AMPHITHEATER 8808 IRVINE CENTER DR IRVINE CA 92618 RENTAL & SERVICES 368052 SD&A TELESERVICES INC 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELEFUNDING & TELEMARKETING SERVICE 302411 OC FAIR & EVENT CENTER 88 FAIR DRIVE COSTA MESA CA 92626 RENTAL & SERVICES 260905 14 929766 95000 10582658 233890 11607424 CONCERT TICKET SALES 711190 6653280 6653280 EDN. PROGRAMS/CONCERTS 711190 740895 740895 CONTRACTED CONCERTS 711190 394062 394062 OTHER PROGRAM REVENUE 711190 139095 139095 7927332 322825 322825 4200 41764 0 0 4200 41764 45964 45964 3417382 3294008 123374 123374 123374 1793587 929766 710151 1083436 1083436 36960 12435 24525 24525 PROGRAM AD REVENUES 711190 30720 30720 MISCELLANEOUS 711190 25706 25706 56426 21191306 7927332 30720 1625830 780240 407658 372582 7552265 5157083 1251085 1144097 481158 448770 12740 19648 393733 261663 85846 46224 649109 431609 137501 79999 17802 17802 56820 56820 47376 47376 62489 62489 312982 18951 267255 26776 2020278 1688582 331696 534725 33778 381741 119206 106818 106818 95517 95517 265391 115597 139196 10598 35923 12473 18016 5434 19697 4093 11440 4164 35 35 211510 139554 71956 68662 31312 37350 PRODUCTION & EXHIBITION 5316752 5316752 EDUCATIONAL PROGRAMS 549906 549906 OTHER 87644 46350 39020 2274 MISCELLANEOUS OTHER 471 471 19667303 13071066 4758745 1837492 791245 1181134 4617845 4775459 11196477 12669996 498248 416254 2889 222 734806 568598 2207471 1628181 716052 579290 15801951 18075791 880675 997153 35240188 39263897 1573699 1355658 90555 351055 3542386 3632129 5206640 5338842 X -1428648 -31313 10637939 11909970 20824257 22046398 30033548 33925055 35240188 39263897 X 1524003 2251026 116478 X X 0 1 X 1 0 X 8223897 10955277 5900335 14358556 11607424 51045489 8223897 10955277 5900335 14358556 11607424 51045489 5526722 45518767 345265 361448 394964 401553 368789 1872019 11021 13820 17630 30720 73191 26983 10819 8707 5966 25706 78181 53068880 46481631 0.85770 0.80780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20824257 73915 1148226 22046398 19537719 40477 1246061 20824257 20207511 -206552 -463240 19537719 20142816 221206 -72546 83965 20207511 20480649 47167 385000 20142816 0 0 109053 98168 10885 2098418 1530013 568405 579290 ENDOWMENT - FIRST AMERICAN HOLDINGS 16135510 F ENDOWMENT - PACIFIC DIVERSIFIED STRATEGIES 1940281 F 18075791 X 23558810 2251026 116478 2367504 21191306 0 21191306 19667303 0 19667303 0 19667303 PART V, LINE 4: THE ORGANIZATION HOLDS A DIVERSIFIED ENDOWMENT FUND WHICH IS PROFESSIONALLY MANAGED BY AN INDEPENDENT ADVISOR. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARDS RELATED TO ACCOUNTING AND REPORTING FOR UNCERTAINITY IN INCOME TAXES. FOR THE SYMPHONY, THESE STANDARDS COULD BE APPLICABLE TO THE INCURRENCE OF ANY UNRELATED BUSINESS INCOME ATTRIBUTABLE TO THE SYMPHONY. BECAUSE OF THE GENERAL TAX-EXEMPT STATUS, THESE STANDARDS ARE NOT ANTICIPATED TO HAVE A MATERIAL IMPACT ON THE SYMPHONY'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 73,915. CHANGE IN VALUE OF INSURANCE ASSIGNMENTS 42,563. X X X X X X X 1 SD&A 5757 W CENTURY BLVD STE 300 LOS ANGELES CA 90045 TELEFUNDING 0 86190 47377 38813 86190 47377 38813 CA GALA 1785154 651654 1133500 69000 101226 25166 135998 WINE FESTIVAL 466035 45000 421035 164890 43565 75348 4 472164 233112 239052 0 53645 3650 37663 2723353 929766 1793587 233890 198436 28816 249009 710151 1083436 CA 1 0 0 0 0 0 1 X X X 0 0 0 0 0 0 0 0 0 JOHN E FORSYTE PRESIDENT 231307 0 30000 0 6600 0 55910 0 4019 0 327836 0 0 0 MR SEAN SUTTON EVP & COO 135038 0 10000 0 0 0 4578 0 6460 0 156076 0 0 0 MR CARL ST CLAIR MUSIC DIRECTOR 415389 0 0 0 0 0 0 0 8246 0 423635 0 0 0 RAYMOND KOBLER CONCERT MASTER 151518 0 0 0 0 0 18167 0 6061 0 175746 0 0 0 GARY GOOD SR. EXEC. SPECIAL CAMPAIGNS 127201 0 27500 0 0 0 4953 0 600 0 160254 0 0 0 ALAN BALL FORMER:AVP - DEVELOPMENT 147235 0 10000 0 0 0 4242 0 4019 0 165496 0 0 0 X WINE AUCTION 225 164890 AUCTION PRICE DTL AV X TRAVEL EXPERI 4 68000 AUCTION PRICE X MUSICAL INSTR 1 1000 AUCTION PRICE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN AND ELIZABETH STAHR ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 2 BOKER AND JAYE YARUSS ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD NOMINATES BOARD MEMBERS FOR THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL DOCUMENTS BEFORE THEY ARE SUBMITTED AND FINALIZED. THE AUDIT COMMITTEE REVIEWS THE 990. A COPY OF THE 990 IS DISTRIBUTED TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 11 THE FULL FORM 990, AS FILED WITH THE GOVERNMENT, IS REVIEWED BY THE AUDIT COMMITTEE. ADDITIONALLY, THE FULL FORM 990, WAS DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS INSTITUTED AN ANNUAL STATEMENT OF COMPLIANCE WHICH IS DISTRIBUTED TO ALL BOARD MEMBERS TO COMPLETE. THIS ANNUAL DISCLOSURE IS USED TO MONITOR TRANSACTIONS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND BOARD APPROVAL FOR THE COMPENSATION PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 73,915. CHANGE IN VALUE OF INSURANCE ASSIGNMENTS 42,563. FORM 990, PART XI, LINE 2C THE BOARD OF DIRECTORS HAD CONSTITUED AN AUDIT COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN 2014. PART IX, STATEMENT OF FUNCTIONAL EXPENSES MANAGEMENT AND GENERAL EXPENSES INCLUDE ALL MARKETING COSTS. THERE ARE NO MARKETING EXPENSES REFLECTED IN PROGRAM SERVICES.