SAINT LOUIS SYMPHONY ORCHESTRA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LOUIS SYMPHONY ORCHESTRA (EIN 43-0666769)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-04-12
- IRS object ID
- 201311029349300751
- Schema version
- 2011v1.2
- 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 G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-12T10:24:24-07:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430666769 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LOUIS SYMPHONY ORCHESTRA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 3145332500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 North Grand Blvd | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Garrone | Name |
| Title | CFO | Title |
| Phone | 3145332500 | Phone |
| Date Signed | 2013-04-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Fred Bronstein | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 North Grand Blvd | AddressLine1 |
| City | Saint Louis | City |
| State | MO | State |
| ZIP Code | 63103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35910626 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.stlsymphony.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1893 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | The mission of the St Louis Symphony is to enrich people's lives through the power of music. It provides Orchestral Concerts. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 46 | NbrIndependentVotingMembers |
| Total Nbr Employees | 561 | TotalNbrEmployees |
| Total Nbr Volunteers | 438 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12303354 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20536921 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8276909 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8536553 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 102073 | InvestmentIncomePriorYear |
| Investment Income Current Year | 63467 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6324611 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6202485 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27006947 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35339426 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18712895 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19318237 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 125106 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 150574 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1432707 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7468727 | OtherExpensePriorYear |
| Other Expenses Current Year | 7128945 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26306728 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26597756 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 700219 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8741670 | RevenuesLessExpensesCY |
| Total Assets BOY | 28815625 | TotalAssetsBOY |
| Total Assets EOY | 37947116 | TotalAssetsEOY |
| Total Liabilities BOY | 11618475 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14676085 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17197150 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23271031 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of the St Louis Symphony is to enrich people's lives through the power of music. The symphony provides Orchestral Concerts | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 22488223 | Expense |
| Grants | 0 | Grants |
| Revenue | 8536553 | Revenue |
| Description | Code: 711130-Music Programs: The St. Louis Symphony is dedicated to upholding a long and rich tradition of great music. Since 1880, the organization has entertained several generations of individuals in various concert halls, public parks, schools, churches and elsewhere. Nearly 250,000 people listen to music presented by the organization every year. In addition to the concerts at Powell Hall, more than one-third of the organization's audiences hear musicians perform at parks, schools, churches and other venues throughout the region. In addition, more than 40% of the total audience for all the performances during the year pays little or nothing to hear those performances. The organization's best-known educational programs are its three series of education concerts in Powell Hall, which began in the 1920s and today serve over 40,000 students from 1,000 schools annually. In addition to educating and entertaining youngsters at Powell Hall, the musicians make nearly 150 visits to local schools each season. Many of these visits occur through the E. Desmond Lee Fine Arts Education Collaborative, a partnership with the University of Missouri-St. Louis (UMSL), twelve local arts organizations, (Continued on Schedule O, Statement 1) | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 22488223 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 108 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 561 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 46 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | James J Garrone | NamePerson |
| Telephone Number | 3145332500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 North Grand Blvd | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (56 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Ned O Lemkemeier | ||||||||
| Chairman | 2 | X | X | 0 | 0 | 0 | ||
| Fred Bronstein | ||||||||
| President | 60 | X | X | 347906 | 0 | 46666 | X | |
| Donna Wilkinson | ||||||||
| Vice Chairman | 2 | X | X | 0 | 0 | 0 | ||
| Barry H Beracha | ||||||||
| Secretary | 2 | X | X | 0 | 0 | 0 | ||
| Rick A Short | ||||||||
| Treasurer | 2 | X | X | 0 | 0 | 0 | ||
| Dr Donald M Suggs | ||||||||
| Assistant Treasurer | 2 | X | X | 0 | 0 | 0 | ||
| Lawrence P Katzenstein | ||||||||
| General Counsel | 2 | X | 0 | 0 | 0 | |||
| Becky A Brown | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Raschelle Burton | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Joyce Cacho | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| William Carey | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Robert Clark | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Bert Condie III | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Norman Eaker | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Kimberley Ann Eberlein | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Carolyn Graham Farrell | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| David Fischhoff | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Sandy Galt | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Nancy Galvin | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Walter Hawkins Jr | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Mark Hood | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Joseph Imbs III | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Joel S Iskiwitch | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Marjorie Ivey | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Roger Kaza | ||||||||
| Musician | 40 | X | 159308 | 0 | 27010 | |||
| Jo Ann Taylor Kindle | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Eugene Kornblum | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Patricia Lane | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Sally S Levy | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Lisa McMullin | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Peter M Miller | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Noemi Neidorff | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Sanford Neuman | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Jennifer Nitchman | ||||||||
| Musician | 40 | X | 98137 | 0 | 21924 | |||
| James Nouss | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Kathleen T Osborn | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Dr Gordon W Philpott | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Emily Rauh Pulitzer | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Margaret Ann Ritter | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Dr Victor Ruiz | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Marsha Rusnack | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Craig Saddler | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Walter Shifrin | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Rex A Sinquefield | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Thelma E Steward | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| H Chandler Taylor | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Susan Veidt | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Anne von der Heydt | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Dr Mark S Wrighton | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| James J Garrone | ||||||||
| CFO | 40 | X | 157431 | 0 | 34556 | |||
| David Robertson | ||||||||
| Music Director | 40 | 937106 | 0 | 52939 | X | |||
| Scott D Andrews | ||||||||
| Musician | 40 | 165507 | 0 | 27100 | X | |||
| Timothy Case | ||||||||
| Director of Development | 40 | 162286 | 0 | 26165 | X | |||
| David Halen | ||||||||
| Concertmaster | 40 | 223526 | 0 | 28152 | X | |||
| Daniel Lee | ||||||||
| Musician | 40 | 158469 | 0 | 18738 | X | |||
| Mark Sparks | ||||||||
| Musician | 40 | 164394 | 0 | 27067 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2574070 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 310317 | TotalOtherCompensation |
| Number Individuals GT100 K | 30 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| SD&A Teleservices Inc | ||||||
| 5757 West Century Blvd | Suite 300 | Los Angeles | CA | 90045 | Telefunding and Telemarketing services | 277439 |
| Clean-Tech Company | ||||||
| PO Box 954276 | St Louis | MO | 631954276 | Building Maintenance | 171975 | |
| Whelan Security | ||||||
| PO Box 843886 | Kansas City | MO | 64184 | Security services | 162351 | |
| Thompson Coburn LLP | ||||||
| PO Box 18379M | St Louis | MO | 63195 | Legal Services | 105638 | |
| Pan Galactic Company | ||||||
| 1131 Pinetree Lane | St Louis | MO | 63119 | Music Recording services | 105280 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 601023 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 231592 | GovernmentGrants |
| All Other Contributions | 19704306 | AllOtherContributions |
| Noncash Contributions | 343461 | NoncashContributions |
| Total Contributions | 20536921 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Concert Revenue | 711130 | 8024735 | 8024735 | 0 | $0 |
| Touring Revenue | 711130 | 162000 | 162000 | 0 | $0 |
| Tuition | 711130 | 45934 | 45934 | 0 | $0 |
| Performance Hall Revenue | 711130 | 303884 | 303884 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8536553 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69405 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $69,405 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 302788 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 308726 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -5938 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5938 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$5,938 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 363211 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 601023 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 262474 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100737 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $100,737 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Endowment Draw | 711130 | 5832000 | 0 | 0 | $5,832,000 |
| Other Income | 711130 | 269748 | 0 | 0 | $269,748 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6101748 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35339426 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8536553 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,265,952 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1914963 | Total |
| Program Services | 1307281 | ProgramServices |
| Management And General | 607682 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13429410 | Total |
| Program Services | 11850693 | ProgramServices |
| Management And General | 788239 | ManagementAndGeneral |
| Fundraising | 790478 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1142013 | Total |
| Program Services | 1098208 | ProgramServices |
| Management And General | 17815 | ManagementAndGeneral |
| Fundraising | 25990 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1843329 | Total |
| Program Services | 1654615 | ProgramServices |
| Management And General | 106215 | ManagementAndGeneral |
| Fundraising | 82499 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 988522 | Total |
| Program Services | 870880 | ProgramServices |
| Management And General | 67080 | ManagementAndGeneral |
| Fundraising | 50562 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118039 | Total |
| Program Services | 108060 | ProgramServices |
| Management And General | 2293 | ManagementAndGeneral |
| Fundraising | 7686 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46920 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 46920 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150574 | Total |
| Fundraising | 150574 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127229 | Total |
| Program Services | 70155 | ProgramServices |
| Management And General | 54874 | ManagementAndGeneral |
| Fundraising | 2200 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 986358 | Total |
| Program Services | 933811 | ProgramServices |
| Management And General | 17959 | ManagementAndGeneral |
| Fundraising | 34588 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1156743 | Total |
| Program Services | 847858 | ProgramServices |
| Management And General | 212084 | ManagementAndGeneral |
| Fundraising | 96801 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96066 | Total |
| Program Services | 13610 | ProgramServices |
| Management And General | 82456 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 988660 | Total |
| Program Services | 404027 | ProgramServices |
| Management And General | 535549 | ManagementAndGeneral |
| Fundraising | 49084 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292571 | Total |
| Program Services | 280832 | ProgramServices |
| Management And General | 8374 | ManagementAndGeneral |
| Fundraising | 3365 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1152 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1152 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504259 | Total |
| Program Services | 378194 | ProgramServices |
| Management And General | 75639 | ManagementAndGeneral |
| Fundraising | 50426 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234305 | Total |
| Program Services | 195768 | ProgramServices |
| Management And General | 9767 | ManagementAndGeneral |
| Fundraising | 28770 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Artist Fees | 1674011 | 1674011 | 0 | 0 |
| Other Concert Costs | 556462 | 537047 | 2289 | 17126 |
| Telemarketing | 201373 | 201373 | 0 | 0 |
| Food, Training, Entertainment | 139248 | 61800 | 34890 | 42558 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5549 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5549 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26597756 | Total |
| Program Services | 22488223 | ProgramServices |
| Management And General | 2676826 | ManagementAndGeneral |
| Fundraising | 1432707 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16300 | BOY |
| EOY | 16300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1871035 | BOY |
| EOY | 2365788 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12203017 | BOY |
| EOY | 18683166 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46129 | BOY |
| EOY | 360483 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340610 | BOY |
| EOY | 326482 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990909 | BOY |
| EOY | 1052800 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15205 | BOY |
| EOY | 10986 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 677797 | BOY |
| EOY | 1403681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11844472 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8585474 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3673867 | BOY |
| EOY | 3258998 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3338326 | BOY |
| EOY | 3670002 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5642430 | BOY |
| EOY | 6798430 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28815625 | BOY |
| EOY | 37947116 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 715508 | BOY |
| EOY | 753440 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3541084 | BOY |
| EOY | 3692942 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 55000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7311883 | BOY |
| EOY | 10174703 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11618475 | BOY |
| EOY | 14676085 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -806353 | BOY |
| EOY | -3498448 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12519557 | BOY |
| EOY | 11518424 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5483946 | BOY |
| EOY | 15251055 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17197150 | BOY |
| EOY | 23271031 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28815625 | BOY |
| EOY | 37947116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8741670 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2667789 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9575579 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8596005 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9758974 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10441223 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17100921 | CurrentTaxYear |
| Total | 55472702 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9575579 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8596005 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9758974 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10441223 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17100921 | CurrentTaxYear |
| Total | 55472702 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 12158169 | AmountsSubstContributorsTotal |
| Public Support Total170 | 43314533 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 342914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 172697 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69936 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106669 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69405 | CurrentTaxYear |
| Total | 761621 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 624829 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 517000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 443205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 484015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 364547 | CurrentTaxYear |
| Total | 2433596 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 58667919 | TotalSupport |
| Gross Receipts From Admissions Etc | 38502360 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.73830 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74883 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Part II, Line 10 includes primarily miscellaneous income, net income from fundraising activities, and net gain or loss from sale of securities included in contributions. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2701508 | BeginningOfYearBalance |
| Contributions | 414232 | Contributions |
| Investment Earnings Or Losses | 11318 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 140000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2987058 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2830148 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 15360 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 144000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2701508 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2959357 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 9791 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 139000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2830148 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3062875 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 25482 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 129000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2959357 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 102500 | OtherCostOrOtherBasis |
| Book Value | 102500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 7738832 | OtherCostOrOtherBasis |
| Depreciation | 5005791 | Depreciation |
| Book Value | 2733041 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1886474 | OtherCostOrOtherBasis |
| Depreciation | 1739623 | Depreciation |
| Book Value | 146851 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2116666 | OtherCostOrOtherBasis |
| Depreciation | 1840060 | Depreciation |
| Book Value | 276606 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3258998 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Funds Held in Trust by Others | 6608218 |
| Cash Surrender Value of Life Insurance | 190212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6798430 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Gift Annuity Liability | $385,997 |
| Pension Liability | $9,788,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10174703 | TotalOfAmounts |
| Total Revenue | 35339426 | TotalRevenue |
| Total Expenses | 26597756 | TotalExpenses |
| Excess Or Deficit For Year | 8741670 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1285498 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$3,953,287 | OtherAmount |
| Total Adjustments | -2667789 | TotalAdjustments |
| Excess Or Deficit Per FS | 6073881 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35391893 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1285498 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 34867 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 262474 | OtherRevenues |
| Revenue Not Rptd F990 | 1582839 | RevenueNotRptdF990 |
| Revenue Subtotal | 33809054 | RevenueSubtotal |
| Investment Expenses Not Included | 5549 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1524823 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1530372 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 35339426 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26889548 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 34867 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 262474 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 297341 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26592207 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 5549 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5549 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26597756 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The endowment funds are to support the programs of the St Louis Symphony. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Transfer of endowment funds to Saint Louis Symphony Endowment Trust of ($1,524,823) and increase of minimum pension liability adjustment of ($2,428,464). |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | GALA Celebration fundraising expense of ($157,401) and SVA projects fundraising expense of ($105,073). |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Transfer of endowment funds to Saint Louis Symphony Endowment Trust. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | GALA Celebration fundraising expense of ($157,401) and SVA projects fundraising expense of ($105,073). |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | SDandA Teleservices Inc | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 West Century Blvd | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telephone Solicitation of Contributions | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 262296 | GrossReceipts |
| Amount Retained By Contractor | 150574 | AmountRetainedByContractor |
| Net To Organization | 111722 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 262296 | TotalGrossReceipts |
| Total Retained By Contractors | 150574 | TotalRetainedByContractors |
| Total Net To Organization | 111722 | TotalNetToOrganization |
| Licensed States | IL | LicensedStates |
| Licensed States | MO | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA Celebration | NameOfEvent1 |
| Gross Receipts Event1 | 638223 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 591023 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 47200 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 48597 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 107304 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Gypsy Caravan | NameOfEvent2 |
| Gross Receipts Event2 | 200771 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 200771 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 27165 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5730 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 21902 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 125240 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 10000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 115240 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 1225 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 225 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 1943 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 14864 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 32019 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 964234 | GrossReceiptsTotal |
| Charitable Contributions Total | 601023 | CharitableContributionsTotal |
| Gross Revenue Total Events | 363211 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1225 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 225 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 29108 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 69191 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 161225 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 262474 | DirectExpenseSummaryEvents |
| Net Income Summary | 100737 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fred Bronstein | |||||||||||||
| 319531 | 0 | 15000 | 0 | 13375 | 0 | 17639 | 0 | 29027 | 0 | 394572 | 0 | 419625 | 0 |
| David Robertson | |||||||||||||
| 887885 | 0 | 0 | 0 | 49221 | 0 | 17244 | 0 | 35695 | 0 | 990045 | 0 | 959337 | 0 |
| James J Garrone | |||||||||||||
| 157431 | 0 | 0 | 0 | 0 | 0 | 9286 | 0 | 25270 | 0 | 191987 | 0 | 186023 | 0 |
| Scott D Andrews | |||||||||||||
| 165507 | 0 | 0 | 0 | 0 | 0 | 4866 | 0 | 22234 | 0 | 192607 | 0 | 192135 | 0 |
| Timothy Case | |||||||||||||
| 162286 | 0 | 0 | 0 | 0 | 0 | 9797 | 0 | 16368 | 0 | 188451 | 0 | 184964 | 0 |
| David Halen | |||||||||||||
| 223526 | 0 | 0 | 0 | 0 | 0 | 4866 | 0 | 23286 | 0 | 251678 | 0 | 257580 | 0 |
| Roger Kaza | |||||||||||||
| 159308 | 0 | 0 | 0 | 0 | 0 | 4866 | 0 | 22144 | 0 | 186318 | 0 | 183047 | 0 |
| Daniel Lee | |||||||||||||
| 158469 | 0 | 0 | 0 | 0 | 0 | 4866 | 0 | 13872 | 0 | 177207 | 0 | 173395 | 0 |
| Mark Sparks | |||||||||||||
| 160365 | 0 | 0 | 0 | 4029 | 0 | 4866 | 0 | 22201 | 0 | 191461 | 0 | 188556 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | First-class or charter travel and/or Travel for companions: up to two first-class round-trip airfares for the Music Director per written employment contract. Housing allowance or residence for personal use: three bedroom apartment in St Louis for the Music Director per written employment contract. Health or social club dues or initiation fees: luncheon club membership, used entirely for business purposes by the President/Chief Executive Officer. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | The multi-year compensation of the top management official (President/Chief Executive Officer) was determined by the Chairman of the Board of Trustees and discussed with members of the Executive Committee of the Board of Trustees. In developing the level of compensation, data for comparable positions in comparable organizations was considered by the Chairman. Annual discretionary component of the President/Chief Executive Officer's compensation is determined by the Chairman of the Board of Trustees based upon the achievement of established goals and discussion with members of the Executive Committee. |
| SchJ_P01_S00_L07 | Schedule J, Part I, Line 7 | An annual discretionary component of the President/Chief Executive Officer's compensation is determined by the Chairman of the Board of Trustees based upon the achievement of established goals and discussion with members of the Executive Committee. |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Daniel Lee | NamePerson |
| Purpose Of Loan | Instrument Loan | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $350,000 | OriginalPrincipalAmount |
| Balance Due | 326482 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 326482 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 56 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 308726 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Daily Market Quotations | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Coffee/Donuts - Concerts | 7 | 17500 | Retail Value |
| X | Beverages - Concerts | 11 | 8966 | Retail Value |
| X | Piano Rental - Concerts | 2 | 8100 | Retail Value |
| X | Dinner - Chorus | 1 | 169 | Retail Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | The St Louis Symphony utilizes the services of independent stock brokerage firms to sell gifts of stock, as soon as received. Each gift of stock is counted as a separate contribution. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P03_S00_L04a | Form 990, Part III, Line 4a | and more than 100 schools in 14 districts. The organization also has an extensive community partnership effort. Each year musicians perform free of charge over 200 times to facilitate musical understanding. In addition, our IN UNISON Program, a partnership between the organization and 40 African-American churches, is designed to forge new musical collaborations at the churches and at Powell Hall. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Family Relationships: Michael Neidorff and Neomi Neidorff. Business Relationships: Rick Short and Jo Ann Taylor Kindle |
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | The organization's bylaws defines "member" as any person, organization, foundation, corporation, limited liability company, partnership or association that makes a financial contribution to the organization of at least $1,500 for the fiscal year. Each member is entitled to one vote on each matter submitted to a vote at any meeting of the members. The bylaws require an annual meeting of the members and allow for special meetings of the members as necessary. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The members elect the organization's regular trustees at the annual meeting required within the bylaws. Up to ten (10) positions on the Board of Trustees may be filled at any time during the year by affirmative vote of at least a majority of the Board of Trustees present at a regular or special meeting of the Board of Trustees. A Trustee elected pursuant to a vacancy shall serve until the next annual meeting of the members or until such Trustee's earlier death, resignation, disqualification or removal from office, and such Trustee may be elected for a full succeeding term at the next annual meeting of the Members. No individual member or less than a complete group of members has any specific rights of approval or decision making authority. |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | The members elect the organization's regular trustees at the annual meeting required within the bylaws. Up to ten (10) positions on the Board of Trustees may be filled at any time during the year by affirmative vote of at least a majority of the Board of Trustees present at a regular or special meeting of the Board of Trustees. A Trustee elected pursuant to a vacancy shall serve until the next annual meeting of the members or until such Trustee's earlier death, resignation, disqualification or removal from office, and such Trustee may be elected for a full succeeding term at the next annual meeting of the Members. No individual member or less than a complete group of members has any specific rights of approval or decision making authority. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The organization's Form 990 is prepared by the Controller and Assistant Controller. It is subsequently reviewed by the Chief Financial Officer. The Form 990 is also reviewed by the Audit & Finance Committee of the Board of Trustees. All of the activities noted above are completed prior to the filing of the Form 990 with the Internal Revenue Service. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The organization's conflict of interest policy is monitored via an annual distribution of the written policy and disclosure form to all trustees, officers, and key employees. The disclosure form is returned to identify and monitor potential conflicts of interest for further handling in accordance with the written policy. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The multi-year compensation of the top management official (President/Chief Executive Officer) was determined by the Chairman of the Board of Trustees and discussed with members of the Executive Committee of the Board of Trustees. In developing the level of compensation, data for comparable positions in comparable organizations was considered by the Chairman. Annual discretionary component of the President/Chief Executive Officer's compensation is determined by the Chairman of the Board of Trustees based upon the achievement of established goals and discussion with members of the Executive Committee. The compensation of other officers and key employees is determined primarily by the President/Chief Executive Officer, on an annual basis. Compensation is based upon the achievement of established goals, analysis of data for comparable local and national industry specific positions, and discussion with the members of the Board of Trustees and other constituencies. This process is documented in the personnel files maintained by the President/Chief Executive Officer. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The organization's Form 990 is available through several options, including; 1) via the organization's website at www.stlsymphony.org; 2) via the internet at www.guidestar.org; 3) by request to the individual identified in question 20. The organization's governing documents, conflict of interest policy, and financial statements are available upon request to the individual identified in question 20. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Transfer of endowment funds to Saint Louis Symphony Endowment Trust of ($1,524,823), and unrealized change in value of split interest assets of $1,285,498, and adjustment to minimum pension liability of ($2,428,464). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Louis Symphony Endowment Trust | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 N Grand Blvd | AddressLine1 |
| City | Saint Louis | City |
| State | MO | State |
| ZIP Code | 63103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436863846 | EIN |
| Primary Activities | Manage/administer endowment investment assets of the Saint Louis Symphony Orchestra. | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501 (c) (3) | ExemptCodeSection |
| Public Charity Status | Line11-509 (a) (3) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Saint Louis Symphony Endowment Trust | ||
| q | 1524823 | Fair Market Value |
| Saint Louis Symphony Endowment Trust | ||
| r | 5832000 | Fair Market Value |