LOS ANGELES PHILHARMONIC ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOS ANGELES PHILHARMONIC ASSOCIATION (EIN 95-1696734)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-13
- IRS object ID
- 201312259349302106
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-08-13T13:27:23-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952302617 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD STE 700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243783 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951696734 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ANGELES PHILHARMONIC ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOSA | NameControl |
| Phone | 2139727300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SOUTH GRAND AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900123034 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL DEMARTINI | Name |
| Title | VP & CFO | Title |
| Phone | 2139727300 | Phone |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LIOR TEMKIN | Name |
| PTIN | P00748170 | PTIN |
| Phone | 3104773924 | Phone |
| Date Prepared | 2013-07-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL DEMARTINI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SOUTH GRAND AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900123034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 117459760 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LAPHIL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1934 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 58 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 58 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1980 | TotalNbrEmployees |
| Total Nbr Volunteers | 1175 | TotalNbrVolunteers |
| Total Gross UBI | 20134 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 33142366 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 38852604 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 73712103 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 75339793 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3347658 | InvestmentIncomePriorYear |
| Investment Income Current Year | 416735 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -207043 | OtherRevenuePriorYear |
| Other Revenue Current Year | -294582 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 109995084 | TotalRevenuePriorYear |
| Total Revenue Current Year | 114314550 | 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 | 53679856 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 55618210 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 486566 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 408385 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5490184 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 49758808 | OtherExpensePriorYear |
| Other Expenses Current Year | 52408676 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 103925230 | TotalExpensesPriorYear |
| Total Expenses Current Year | 108435271 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6069854 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5879279 | RevenuesLessExpensesCY |
| Total Assets BOY | 186511130 | TotalAssetsBOY |
| Total Assets EOY | 205220764 | TotalAssetsEOY |
| Total Liabilities BOY | 47766691 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 50607006 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 138744439 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 154613758 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 40606970 | Expense |
| Revenue | 42753400 | Revenue |
| Description | ORCHESTRAL PERFORMANCE:# OF TICKETS: 594,676 | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8927760 | Expense |
| Revenue | 16365777 | Revenue |
| Description | NON-ORCHESTRAL PERFORMANCES:# OF TICKETS: 296,420 | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3378865 | Expense |
| Revenue | 638000 | Revenue |
| Description | TOUR CONCERTS, NEIGHBORHOOD CONCERTS AND RUN-OUTS:# OF TICKETS:TOURS: 17,251 RUN-OUTS: 4,326 | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 39723960 | Expense |
| Revenue | 15693795 | Revenue |
| Description | CONCERTS BY OTHER PRESENTERS, RECORDING/ROYALTIES AND OTHER MISCELLANEOUS PROGRAM SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 39723960 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 15693795 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 92637555 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 480 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1980 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 58 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 58 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL DEMARTINI VP & CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2139727300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 S GRAND AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900123034 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (71 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JULIE ANDREWS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WALLIS ANNENBERG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID N BARRY III | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID C BOHNETT | ||||||||
| CHAIRMAN, EXECUTIVE | 5.00 | X | 0 | 0 | 0 | |||
| LYNN A BOOTH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANTHON S CANNON JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JENNIFER CHERNICK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARK HOUSTON DALZELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARI L DANIHEL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KELVIN L DAVIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DONALD P DE BRIER | ||||||||
| CHAIR, AUDIT COMMITTEE | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH M DORAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JERROLD L EBERHARDT | ||||||||
| VICE CHAIR, EXECUTIVE | 1.00 | X | 0 | 0 | 0 | |||
| LOUISE D EDGERTON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JANE B EISNER | ||||||||
| CHAIR, GOVERNANCE | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE N FIELD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN E FRANK | ||||||||
| CHAIR, FINANCE & INVESTMENT | 1.00 | X | 0 | 0 | 0 | |||
| TIMOTHY F GALLAGHER | ||||||||
| VICE CHAIR, STRATEGIC PLANNING | 1.00 | X | 0 | 0 | 0 | |||
| AIDA KOUKEYAN GAONA | ||||||||
| CHAIR, AFFILIATES | 1.00 | X | 0 | 0 | 0 | |||
| FRANK GEHRY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID I GINDLER | ||||||||
| CHAIR, DEVELOPMENT | 1.00 | X | 0 | 0 | 0 | |||
| CECILIA AGUILERA GLASSMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BRAM GOLDSMITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LENORE S GREENBERG | ||||||||
| VICE CHAIR, GOVERNANCE | 1.00 | X | 0 | 0 | 0 | |||
| CAROL COLBURN GRIGOR HOGEL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PASI HAMALAINEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KATHRYN HOFGAARDEN | ||||||||
| PSHA PRESIDENT | 1.00 | X | 0 | 0 | 0 | |||
| JOHN F HOTCHKIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DARIOUSH KHALEDI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOYCE A KRESA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN V MALLORY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GINNY MANCINI | ||||||||
| VICE CHAIR, EXECUTIVE | 1.00 | X | 0 | 0 | 0 | |||
| MAURICE MARCIANO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| VICKI MCCLUGGAGE | ||||||||
| VICE CHAIR, EXECUTIVE & GOVERNANCE | 1.00 | X | 0 | 0 | 0 | |||
| BOWEN H MCCOY | ||||||||
| CHAIR, HOLLYWOOD BOWL/ LA COUNTY LIASION | 1.00 | X | 0 | 0 | 0 | |||
| DIANE DISNEY MILLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| YOUNES NAZARIAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LEITH O'LEARY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES B ORTNER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DIANE B PAUL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM C POWERS | ||||||||
| CHAIR, HOLLYWOOD BOWL & VICE CHAIR, EXECUTIVE | 1.00 | X | 0 | 0 | 0 | |||
| DR BARRY D PRESSMAN MD | ||||||||
| CHAIR, BOARD OF OVERSEERS | 1.00 | X | 0 | 0 | 0 | |||
| JAY RASULO | ||||||||
| CHAIR, MARKETING & VICE CHAIR, EXECUTIVE | 1.00 | X | 0 | 0 | 0 | |||
| DUDLEY A RAUCH | ||||||||
| CHAIR, PENSION | 1.00 | X | 0 | 0 | 0 | |||
| ANN RONUS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DR ARMIN M SADOFF | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NANCY S SANDERS | ||||||||
| CHAIR, COMMUNITY ENGAGEMENT & CO-CHAIR, BOARD OF O | 1.00 | X | 0 | 0 | 0 | |||
| ROCCO C SICILIANO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN SIMPSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ERIC L SMALL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| H RUSSELL SMITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTIAN STRACKE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DR RONALD D SUGAR | ||||||||
| CHAIR, STRATEGIC PLANNING & VICE CHAIR, EXECUTIVE | 1.00 | X | 0 | 0 | 0 | |||
| JACK SUZAR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ALAN WAYTE | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |||
| JONATHAN WEEDMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WARREN BROOKS WILLIAMSON | ||||||||
| VICE CHAIR, BOARD OF OVERSEERS | 1.00 | X | 0 | 0 | 0 | |||
| MARILYN ZIERING | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DEBORAH BORDA | ||||||||
| PRESIDENT & CEO | 60.00 | 1676531 | 0 | 74508 | X | |||
| ARVIND MANOCHA | ||||||||
| VP & COO | 60.00 | 402726 | 0 | 29589 | X | |||
| MICHAEL DEMARTINI | ||||||||
| VP & CFO | 60.00 | 311705 | 0 | 60571 | X | |||
| GUSTAVO DUDAMEL | ||||||||
| MUSIC CONDUCTOR | 60.00 | 1398112 | 0 | 26976 | X | |||
| TIM LANDI | ||||||||
| VP OF DEVELOPMENT | 60.00 | 280938 | 0 | 19529 | X | |||
| CHAD SMITH | ||||||||
| VP OF ARTISTIC PLANNING | 60.00 | 247480 | 0 | 33491 | X | |||
| SHANA MATHUR | ||||||||
| VP OF MARKETING & COMMUNICATION | 60.00 | 242180 | 0 | 39901 | X | |||
| GAIL SAMUEL | ||||||||
| VP & GM OF PHIL & PRODUCTION | 60.00 | 244770 | 0 | 74098 | X | |||
| MARTIN CHALIFOUR | ||||||||
| CONCERTMASTER | 40.00 | 435315 | 0 | 38059 | X | |||
| WHITNEY CROCKETT | ||||||||
| MUSICIAN | 40.00 | 302097 | 0 | 37954 | X | |||
| KEVIN WAPNER | ||||||||
| STAGEHAND/ AUDIO | 40.00 | 260450 | 0 | 53228 | X | |||
| CHRISTOPHER HANULIK | ||||||||
| MUSICIAN | 40.00 | 249571 | 0 | 39791 | X | |||
| JAMES MILLER | ||||||||
| MUSICIAN | 40.00 | 241563 | 0 | 33628 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6293438 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 561323 | TotalOtherCompensation |
| Number Individuals GT100 K | 135 | 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 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DCM INC | |||||
| 45 MAIN STREET STE 816 | BROOKLYN | NY | 11201 | TELEMARKETING & TELEFUNDING | 1573422 |
| BERNHARD FLEISCHER MOVING IMAGES LLC | |||||
| 9595 WILSHIRE BLVD STE 305 | BEVERLY HILLS | CA | 90212 | PRODUCTION SERVICES | 1164372 |
| TRANSIT SYSTEMS UNLTD INC | |||||
| 8976 LAUREL CANYON BLVD | SUN VALLEY | CA | 91352 | BUS SERVICE | 1082786 |
| CONTEMPORARY SERVICES CORPORATION | |||||
| DEPARTMENT 8518 | LOS ANGELES | CA | 90084 | SECURITY | 1016142 |
| PALISADES MEDIA GROUP INC | |||||
| 1620 26TH ST STE 200 S | SANTA MONICA | CA | 90404 | MEDIA ADVERTISING | 986186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 56 | NumberOfContractorsGT100K |
| Fundraising Events | 4477040 | FundraisingEvents |
| Government Grants | 3733081 | GovernmentGrants |
| All Other Contributions | 30642483 | AllOtherContributions |
| Noncash Contributions | 415423 | NoncashContributions |
| Total Contributions | 38852604 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| CONCERTS | 711300 | 60280996 | 60280996 | |
| CONCERTS BY OTHERS | 711300 | 6495350 | 6495350 | |
| CONCESSION/ PARKING | 812930 | 5453931 | $5,453,931 | |
| OTHER PROGRAM INCOME | 900099 | 1718933 | 1718933 | |
| RECORDING/ ROYALTIES | 900099 | 1390583 | $1,390,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 75339793 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1104064 | TotalRevenueColumn |
| Unrelated Business Revenue | 15028 | UnrelatedBusinessRevenue |
| Exclusion | $1,089,036 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 687329 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -687329 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -687329 | TotalRevenueColumn |
| Exclusion | -$687,329 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 360550 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 4477040 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 771417 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -410867 | TotalRevenueColumn |
| Exclusion | -$410,867 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1802749 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1686464 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 116285 | TotalRevenueColumn |
| Related Or Exempt Function Income | 111179 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5106 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 114314550 | TotalRevenueColumn |
| Related Or Exempt Function Income | 68606458 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 20134 | UnrelatedBusinessRevenue |
| Exclusion | $6,835,354 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5007519 | Total |
| Program Services | 2383220 | ProgramServices |
| Management And General | 2393044 | ManagementAndGeneral |
| Fundraising | 231255 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38078863 | Total |
| Program Services | 33325665 | ProgramServices |
| Management And General | 2844523 | ManagementAndGeneral |
| Fundraising | 1908675 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4068759 | Total |
| Program Services | 3346240 | ProgramServices |
| Management And General | 353047 | ManagementAndGeneral |
| Fundraising | 369472 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5330004 | Total |
| Program Services | 4601956 | ProgramServices |
| Management And General | 431036 | ManagementAndGeneral |
| Fundraising | 297012 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3133065 | Total |
| Program Services | 2608897 | ProgramServices |
| Management And General | 329433 | ManagementAndGeneral |
| Fundraising | 194735 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 592671 | Total |
| Program Services | 40929 | ProgramServices |
| Management And General | 551742 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120413 | Total |
| Management And General | 120413 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408385 | Total |
| Fundraising | 408385 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415890 | Total |
| Management And General | 415890 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5533215 | Total |
| Program Services | 5304596 | ProgramServices |
| Management And General | 29608 | ManagementAndGeneral |
| Fundraising | 199011 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4094961 | Total |
| Program Services | 3030743 | ProgramServices |
| Management And General | 498210 | ManagementAndGeneral |
| Fundraising | 566008 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212382 | Total |
| Program Services | 5015 | ProgramServices |
| Management And General | 202697 | ManagementAndGeneral |
| Fundraising | 4670 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596943 | Total |
| Program Services | 592928 | ProgramServices |
| Management And General | 3973 | ManagementAndGeneral |
| Fundraising | 42 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3133190 | Total |
| Program Services | 3109661 | ProgramServices |
| Management And General | 22954 | ManagementAndGeneral |
| Fundraising | 575 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3419403 | Total |
| Program Services | 3251661 | ProgramServices |
| Management And General | 147084 | ManagementAndGeneral |
| Fundraising | 20658 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21304 | Total |
| Program Services | 14191 | ProgramServices |
| Management And General | 1105 | ManagementAndGeneral |
| Fundraising | 6008 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1294512 | Total |
| Program Services | 811046 | ProgramServices |
| Management And General | 483466 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1084288 | Total |
| Program Services | 917088 | ProgramServices |
| Management And General | 167200 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT SERVICES | 22123700 | 20756224 | 971425 | 396051 |
| CONCERT PRESENTATIONS B | 4090782 | 4090782 | ||
| EQUIPMENT RENTAL | 1685725 | 1577594 | 108131 | |
| CREDIT CARD COMMISSIONS | 1665291 | 1278798 | 96104 | 290389 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2324006 | Total |
| Program Services | 1590321 | ProgramServices |
| Management And General | 244578 | ManagementAndGeneral |
| Fundraising | 489107 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108435271 | Total |
| Program Services | 92637555 | ProgramServices |
| Management And General | 10307532 | ManagementAndGeneral |
| Fundraising | 5490184 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2615051 | BOY |
| EOY | 7258574 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18412017 | BOY |
| EOY | 14087842 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17826339 | BOY |
| EOY | 12277057 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1606870 | BOY |
| EOY | 3136185 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 377192 | BOY |
| EOY | 388408 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2067608 | BOY |
| EOY | 1909216 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32812407 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20668135 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9308920 | BOY |
| EOY | 12144272 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134297133 | BOY |
| EOY | 154019210 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186511130 | BOY |
| EOY | 205220764 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7336161 | BOY |
| EOY | 8745744 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19242568 | BOY |
| EOY | 18810086 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21187962 | BOY |
| EOY | 23051176 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47766691 | BOY |
| EOY | 50607006 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38724439 | BOY |
| EOY | 43275758 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9615000 | BOY |
| EOY | 15941000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90405000 | BOY |
| EOY | 95397000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138744439 | BOY |
| EOY | 154613758 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186511130 | BOY |
| EOY | 205220764 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5879279 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 9990040 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32862256 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23393253 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38486487 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33142366 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38852604 | CurrentTaxYear |
| Total | 166736966 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 68879125 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67705595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72688355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73712103 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75339793 | CurrentTaxYear |
| Total | 358324971 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101741381 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 91098848 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111174842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106854469 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114192397 | CurrentTaxYear |
| Total | 525061937 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12480637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6916101 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17660461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9343100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13721968 | CurrentTaxYear |
| Total | 60122267 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 874162 | CurrentTaxYearMinus2Years |
| Current Tax Year | 350329 | CurrentTaxYear |
| Total | 1224491 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12480637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6916101 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18534623 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9343100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14072297 | CurrentTaxYear |
| Total | 61346758 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 463715179 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1990963 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1583938 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1405694 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 880398 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1104064 | CurrentTaxYear |
| Total | 6965057 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -39657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -41915 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3251 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12353 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20134 | CurrentTaxYear |
| Total | -45834 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1951306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1542023 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1408945 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 892751 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1124198 | CurrentTaxYear |
| Total | 6919223 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 103692687 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92640871 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112583787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107747220 | CurrentTaxYearMinus1Year |
| Current Tax Year | 115316595 | CurrentTaxYear |
| Total | 531981160 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87170 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87490 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01300 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01630 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | 137649602 | BeginningOfYearBalance |
| Contributions | 12946560 | Contributions |
| Investment Earnings Or Losses | 11872080 | InvestmentEarningsOrLosses |
| Other Expenditures | 5684826 | OtherExpenditures |
| End Of Year Balance | 156783416 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 132581335 | BeginningOfYearBalance |
| Contributions | 5696279 | Contributions |
| Investment Earnings Or Losses | 4303115 | InvestmentEarningsOrLosses |
| Other Expenditures | 4931127 | OtherExpenditures |
| End Of Year Balance | 137649602 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 112793597 | BeginningOfYearBalance |
| Contributions | 12260569 | Contributions |
| Investment Earnings Or Losses | 11798990 | InvestmentEarningsOrLosses |
| Other Expenditures | 4271821 | OtherExpenditures |
| End Of Year Balance | 132581335 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 108485457 | BeginningOfYearBalance |
| Contributions | 9979265 | Contributions |
| Investment Earnings Or Losses | 502821 | InvestmentEarningsOrLosses |
| Other Expenditures | 6173946 | OtherExpenditures |
| End Of Year Balance | 112793597 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38400 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.61600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20681901 | OtherCostOrOtherBasis |
| Depreciation | 11993702 | Depreciation |
| Book Value | 8688199 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7880598 | OtherCostOrOtherBasis |
| Depreciation | 6465910 | Depreciation |
| Book Value | 1414688 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4249908 | OtherCostOrOtherBasis |
| Depreciation | 2208523 | Depreciation |
| Book Value | 2041385 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12144272 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PARTNERSHIP INTEREST & OTHER FUNDS | 34184000 | F |
| MCF UNITIZED FUND | 119835210 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 154019210 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENSION AND POST-RETIREMENT MEDICAL BENEFIT COST | Description |
| Amount | $23,051,176 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 23051176 | TotalOfAmounts |
| Total Revenue | 114314550 | TotalRevenue |
| Total Expenses | 108435271 | TotalExpenses |
| Excess Or Deficit For Year | 5879279 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11875819 | NetUnrealizedGLOnInvestments |
| Other | -$1,885,779 | OtherAmount |
| Total Adjustments | 9990040 | TotalAdjustments |
| Excess Or Deficit Per FS | 15869319 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 131116000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11875819 | NetUnrealizedGainsInvestments |
| Other Revenues | 7559482 | OtherRevenues |
| Revenue Not Rptd F990 | 19435301 | RevenueNotRptdF990 |
| Revenue Subtotal | 111680699 | RevenueSubtotal |
| Investment Expenses Not Included | 415890 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2217961 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2633851 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 114314550 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 112979000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4959619 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4959619 | ExpensesNotRptdF990 |
| Expenses Subtotal | 108019381 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 415890 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 415890 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 108435271 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS SUPPORT EDUCATION AND MUSIC PROGRAMS, AND THE MISSION OF THE ASSOCIATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2012, 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 2008 - 2011 STATE 2007 - 2011 |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | INCREASE IN ACTUARIAL LOSS -1,885,279. ROUNDING -500. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,885,779. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NON-MONETARY EXCHANGE - IN KIND INCOME 4,190,193. SPECIAL EVENTS - DIRECT EXPENSES 759,937. INVESTMENT GAIN OF MUSIC CENTER FOUNDATION 2,608,565. ROUNDING 787. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MUSIC CENTER CONTRIBUTION 2,217,961. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | NON-MONETARY EXCHANGE - IN KIND INCOME 4,190,193. SPECIAL EVENTS - DIRECT EXPENSES 759,937. ROUNDING 9,489. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH AMERICA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConducted |
| Specific Services Provided | TOUR CONCERTS - SEE SCHEDULE O | SpecificServicesProvided |
| Total Expenditures | 2585368 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2585368 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 2585368 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A TELESERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 WEST CENTURY BLVD 300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | 1 | FundraiserControlOfFunds |
| Gross Receipts | 1101046 | GrossReceipts |
| Amount Retained By Contractor | 408385 | AmountRetainedByContractor |
| Net To Organization | 692661 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1101046 | TotalGrossReceipts |
| Total Retained By Contractors | 408385 | TotalRetainedByContractors |
| Total Net To Organization | 692661 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINTER GALA | NameOfEvent1 |
| Gross Receipts Event1 | 3418294 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 3302650 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 115644 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5507 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 147992 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SUMMER GALA | NameOfEvent2 |
| Gross Receipts Event2 | 1419296 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1174390 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 244906 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 5973 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 611945 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 4837590 | GrossReceiptsTotal |
| Charitable Contributions Total | 4477040 | CharitableContributionsTotal |
| Gross Revenue Total Events | 360550 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 11480 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 759937 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 771417 | DirectExpenseSummaryEvents |
| Net Income Summary | -410867 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEBORAH BORDA | |||||||||||||
| 741964 | 0 | 500000 | 0 | 434567 | 0 | 62600 | 0 | 11908 | 0 | 1751039 | 0 | 0 | 0 |
| ARVIND MANOCHA | |||||||||||||
| 338226 | 0 | 57000 | 0 | 7500 | 0 | 18100 | 0 | 11489 | 0 | 432315 | 0 | 0 | 0 |
| MICHAEL DEMARTINI | |||||||||||||
| 269705 | 0 | 42000 | 0 | 0 | 0 | 32300 | 0 | 28271 | 0 | 372276 | 0 | 0 | 0 |
| GUSTAVO DUDAMEL | |||||||||||||
| 1286112 | 0 | 0 | 0 | 112000 | 0 | 0 | 0 | 26976 | 0 | 1425088 | 0 | 0 | 0 |
| TIM LANDI | |||||||||||||
| 280938 | 0 | 0 | 0 | 0 | 0 | 13800 | 0 | 5729 | 0 | 300467 | 0 | 0 | 0 |
| CHAD SMITH | |||||||||||||
| 205480 | 0 | 42000 | 0 | 0 | 0 | 22900 | 0 | 10591 | 0 | 280971 | 0 | 0 | 0 |
| SHANA MATHUR | |||||||||||||
| 200180 | 0 | 42000 | 0 | 0 | 0 | 12100 | 0 | 27801 | 0 | 282081 | 0 | 0 | 0 |
| GAIL SAMUEL | |||||||||||||
| 199770 | 0 | 42000 | 0 | 3000 | 0 | 46300 | 0 | 27798 | 0 | 318868 | 0 | 0 | 0 |
| MARTIN CHALIFOUR | |||||||||||||
| 435315 | 0 | 0 | 0 | 0 | 0 | 10728 | 0 | 27331 | 0 | 473374 | 0 | 0 | 0 |
| WHITNEY CROCKETT | |||||||||||||
| 302097 | 0 | 0 | 0 | 0 | 0 | 10623 | 0 | 27331 | 0 | 340051 | 0 | 0 | 0 |
| KEVIN WAPNER | |||||||||||||
| 260450 | 0 | 0 | 0 | 0 | 0 | 28580 | 0 | 24648 | 0 | 313678 | 0 | 0 | 0 |
| CHRISTOPHER HANULIK | |||||||||||||
| 249571 | 0 | 0 | 0 | 0 | 0 | 12460 | 0 | 27331 | 0 | 289362 | 0 | 0 | 0 |
| JAMES MILLER | |||||||||||||
| 241563 | 0 | 0 | 0 | 0 | 0 | 11213 | 0 | 22415 | 0 | 275191 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINES 4A-B | ReturnReference |
| Explanation | PART I, LINES 4A-B: LINE 4A: AS PER A CONFIDENTIALITY AGREEMENT SIGNED BY THE ORGANIZATION, THE SEPARATION PAYMENT 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 2011 W-2 WAS $379,055. 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 30 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 377923 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MUSICAL INSTRUMENT | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 37500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | A THIRD PARTY BROKERAGE COMPANY SELLS DONATED STOCKS ONCE THEY ARE RECEIVED BY THE ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: DAVID C. BOHNETT VICE CHAIRS: JERROLD L. EBERHARDT GINNY MANCINI VICKI MCCLUGGAGE WILLIAM C. POWERS JAY RASULO RONALD D. SUGAR EXECUTIVE COMMITTEE MEMBERS (INCLUDING VICE CHAIRS LISTED ABOVE): DAVID C. BOHNETT ANTHON S. CANNON JR. MARK H. DALZELL DONALD DE BRIER JERROLD L. EBERHARDT LAWRENCE N. FIELD STEPHEN E. FRANK JOHN F. HOTCHKIS GINNY MANCINI VICKI MCCLUGGAGE WILLIAM C. POWERS BARRY D. PRESSMAN JAY RASULO DUDLEY A. RAUCH NANCY S. SANDERS RONALD D. SUGAR ALAN WAYTE WARREN BROOKS WILLIAMSON | |
| 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 | THE ORGANIZATION SENDS A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO THE BOARD OF DIRECTORS, OFFICERS, VP'S AND KEY EMPLOYEES. THE QUESTIONNAIRES ARE 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, INFORMATION RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VIII, LINE 7A & 7B: | 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. | PROCEEDS FROM SALE OF STOCKS & COST OR OTHER BASIS: |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 11,875,819. INCREASE IN ACTUARIAL LOSS -1,885,279. ROUNDING -500. TOTAL TO FORM 990, PART XI, LINE 5: 9,990,040. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| SCHEDULE F, PART I, LINE 3E: | TOTAL EXPENDITURES 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. |