DETROIT SYMPHONY ORCHESTRA HALL INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DETROIT SYMPHONY ORCHESTRA HALL INC (EIN 38-1385132)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-07-15
- IRS object ID
- 201331969349301153
- 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 G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T12:30:22-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT SUITE 500 | AddressLine1 |
| City | AUBURN HILLS | City |
| State | MI | State |
| ZIP Code | 48326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381385132 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DETROIT SYMPHONY ORCHESTRA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DETR | NameControl |
| Phone | 3135765100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 WOODWARD AVENUE | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA LUTZ | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 3135765100 | Phone |
| Date Signed | 2013-07-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNNE M HUISMANN | Name |
| PTIN | P00053811 | PTIN |
| Phone | 2483757100 | Phone |
| 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 | ANNE PARSONS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 WOODWARD AVENUE | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33878577 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DSO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | THE DETROIT SYMPHONY ORCHESTRA IS AN ORCHESTRA THAT IS CELEBRATED AT HOME AND ON THE NATIONAL STAGE FOR THE VITALITY OF ITS PERFORMANCES, PRESENTATIONS AND EDUCATION PROGRAMS. THE DSO IS COMMITTED TO PRESERVING AND ATTRACTING EXCEPTIONAL TALENT ON THE STAGE, IN THE BOARD ROOM, AND AROUND THE OFFICE. A VIABLE, VITAL, AND VIGOROUSLY CELEBRATED ORCHESTRA, IN COMBINATION WITH A CORPORATE CULTURE DEDICATED TO INSTITUTIONAL EXCELLENCE, SOUND BUSINESS PRACTICES, AND RELATIONAL INTEGRITY, WILL ENABLE THE DSO TO SUCCEED AND FLOURISH. THE DSO WILL BECOME MICHIGAN'S MOST EXPORTABLE CULTURAL ASSET - WITH OVER 100 CONCERTS AND PRESENTATIONS OFFERED IN THE MAX M. FISHER MUSIC CENTER, 24 NEW SUBSCRIPTION CONCERTS IN NEIGHBORBOOD VENUES ACROSS SOUTHEASTERN MICHIGAN, WEEKLY LIVE FROM ORCHESTRA HALL WEBCASTS, RADIO BROADCASTS IN PARTNERSHIP WITH OUR BROADCAST COLLEAGUES, THREE WEEKS OF FREE CONCERTS IN, AROUND, AND IN PARTNERSHIP WITH THE COMMUNITY, AND OUR NEW DIGITAL DISTRIBUTION SUITE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 90 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 86 | NbrIndependentVotingMembers |
| Total Nbr Employees | 549 | TotalNbrEmployees |
| Total Nbr Volunteers | 392 | TotalNbrVolunteers |
| Total Gross UBI | 164847 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -50176 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10819372 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17054099 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2564509 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7002856 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2456501 | InvestmentIncomePriorYear |
| Investment Income Current Year | 959793 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 70413 | OtherRevenuePriorYear |
| Other Revenue Current Year | 51940 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15910795 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25068688 | 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 | 11051957 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18071591 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 379915 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 308534 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 897713 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14033437 | OtherExpensePriorYear |
| Other Expenses Current Year | 14576322 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25465309 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32956447 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9554514 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -7887759 | RevenuesLessExpensesCY |
| Total Assets BOY | 92073142 | TotalAssetsBOY |
| Total Assets EOY | 69479178 | TotalAssetsEOY |
| Total Liabilities BOY | 76684474 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23618614 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15388668 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 45860564 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE DETROIT SYMPHONY ORCHESTRA, A LEADER IN THE WORLD OF CLASSICAL MUSIC, EMBRACES AND INSPIRES INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH UNSURPASSED MUSICAL EXPERIENCES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6584065 | Expense |
| Revenue | 2605309 | Revenue |
| Description | CLASSICAL CONCERT SERIES - 22 CONCERT WEEKENDS TOTALING 50 CONCERTS REACHING 57,315 PATRONS HELD AT ORCHESTRA HALL AND 10 CONCERT WEEKENDS TOTALING 26 CONCERTS REACHING 10,323 PATRONS HELD AT 6 VENUES THROUGH OUT SOUTHEAST DETROIT | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4276063 | Expense |
| Revenue | 1692034 | Revenue |
| Description | POPS CONCERT SERIES - 11 CONCERT WEEKENDS TOTALING 28 CONCERTS REACHING 37,190 PATRONS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3125430 | Expense |
| Revenue | 1102707 | Revenue |
| Description | RENTALS - 28 EVENTS INCLUDING OUTSIDE FOUNDATION/FUNDRAISING EVENTS, STATE OF THE CITY ADDRESS, LECTURES, ETC. FOR ROUGHLY 25,050 PEOPLE. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 2484484 | 952284 | SPECIALS, HOLIDAYS AND SUMMER CONCERTS - A VARIETY OF CONCERT EVENTS INCLUDING WORLD MUSIC SERIES REACHING OVER 19,260 PATRONS |
| 823279 | 325771 | EDUCATION AND YOUTH CONCERTS - 18 EVENTS DESIGNED FOR YOUTH AND SCHOOL CHILDREN INCLUDING A FLORIDA TOUR REACHING NEARLY 17,630 YOUNG ADULTS |
| 623123 | 246569 | JAZZ CONCERT SERIES - 7 CONCERTS REACHING 6,312 PATRONS |
| 151732 | 60040 | THE DSO ORGANIZED A PATRON TOUR OF THE LYON FRANCE ORCHESTRA WITH THE PURPOSE OF BUILDING A STRONG RELATIONSHIP BETWEEN THE TWO SYMPHONIES. |
| 457389 | BROADCAST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4540007 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1584664 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 18525565 | 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 | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | 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 | 122 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 549 | 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 | 90 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 86 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 0 | LocalChapters |
| 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 | MI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONIELLE HARDY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3135765140 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 WOODWARD AVENUE | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (95 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANNE PARSONS | |||||||
| PRESIDENT & EXECUTIVE DIRECTOR | 52.00 | X | X | 379868 | 0 | 19284 | |
| LARRY LIBERSON | |||||||
| MUSICIAN | 35.00 | X | 56616 | 0 | 20256 | ||
| SHELLEY HERON | |||||||
| MUSICIAN | 35.00 | X | 52729 | 0 | 4000 | ||
| STANLEY FRANKEL | |||||||
| DIRECTOR & CHAIRMAN OF THE BOARD | 1.00 | X | X | 0 | 0 | 0 | |
| GLENDA PRICE | |||||||
| DIRECTOR & SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| ARTHUR WEISS | |||||||
| DIRECTOR & TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| LLOYD REUSS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CLYDE WU | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PHILLIP WM FISHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PENNY BLUMENSTEIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN R D'ARCY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HERMAN FRANKEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RALPH GERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RONALD HORWITZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD KUGHN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BONNIE LARSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MELVIN LESTER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR LIEBLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID ROBERT NELSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES NICHOLSON | |||||||
| DIRECTOR & CHAIRMAN EMERTIUS | 1.00 | X | X | 0 | 0 | 0 | |
| BRUCE PETERSON | |||||||
| DIRECTOR & FIRST VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| BERNARD ROBERTSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JACK ROBINSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALAN SCHWARTZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA VAN DUSEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROSETTE AJLUNI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT ALLESEE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL ANGELUCCI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FLOY BARTHEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MRS MANDELL BERMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN BOLL SR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD BRODIE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT BLUESTEIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GARY COWGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PETER CUMMINGS | |||||||
| DIRECTOR & CAMPAIGN COMMITTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAUREEN D'AVANZO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KAREN DAVIDSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WALTER DOUGLAS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARIANNE ENDICOTT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JENNIFER FISHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SIDNEY FORBES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAURA FOURNIER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MRS HAROLD FRANK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA FRANKEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL GANSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRIGITTE HARRIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GLORIA HEPPNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NICHOLAS HOOD III | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RENEE JANOVSKY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHACONA JOHNSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL KEEGAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THE HON DAMON J KEITH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HAROLD KULISH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LINDA DRESNER LEVY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RALPH MANDARINO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALFRED GLANCY III | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID MCCAMMON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LOIS MILLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ED MILLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM MITCHELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SEAN NEALL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHARAD JAIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT PERKINS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM PICKARD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FLORINE MARK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN POLK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARJORIE SAULSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LOIS L SHAEVSKY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MRS RAY SHAPERO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WEI SHEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JANE SHERMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN STROME | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL TYSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANN MARIE UETZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID USHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| R JAMISON WILLIAMS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN E YOUNG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ISMAEL AHMED | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JANET ANKERS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH BOONE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK DAVIDOFF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR HERMAN GRAY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALLEN GILMOUR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOEL KELLMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM KINGSLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR O'REILLY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TED WAGNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FAYE ALEXANDER NELSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KURTIS T WILDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN YOUNG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA WALKER | |||||||
| CHIEF OPERATING OFFICER | 60.00 | X | 179633 | 0 | 8440 | ||
| PAUL HOGLE | |||||||
| EXECUTIVE VICE PRESIDENT | 60.00 | X | 211449 | 0 | 22576 | ||
| ROZANNE KOKKO | |||||||
| CFO | 60.00 | X | 165523 | 0 | 8587 | ||
| STEPHEN MOLINA | |||||||
| MUSICIAN/ORCHESTRA PERSONNEL MANAGER | 70.00 | 133641 | 0 | 3541 | X | ||
| JAMES BONUCCI | |||||||
| STAGE MANAGER | 70.00 | 119751 | 0 | 6803 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1299210 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 93487 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COLUMBIA ARTISTS MANAGEMENT | |||||
| 165 WEST 57TH STREET | NEW YORK | NY | 10019 | ARTISTIC MANAGEMENT CO. | 929500 |
| PROSKAUER ROSE LLP | |||||
| 1858 BROADWAY | NEW YORK | NY | 10036 | LABOR LAWYER | 372046 |
| PLANTE & MORAN PLLC | |||||
| 16060 COLLECTION DRIVE | CHICAGO | IL | 60693 | AUDITORS | 126850 |
| CRSTAGER | |||||
| 6 RYDER COURT | DIX HILLS | NY | 11746 | CONSULTANTS - MARKETING | 113761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 1187878 | FundraisingEvents |
| Related Organizations | 1094475 | RelatedOrganizations |
| Government Grants | 20000 | GovernmentGrants |
| All Other Contributions | 14751746 | AllOtherContributions |
| Noncash Contributions | 175374 | NoncashContributions |
| Total Contributions | 17054099 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TICKET REVENUES | 711190 | 5605716 | 5605716 | |
| ORCHESTRA HALL RENTAL | 531120 | 1236730 | 1102707 | 134023 |
| TICKET HANDLING FEES | 711190 | 150410 | 150410 | |
| FEE CONCERT/RUNOUT | 711190 | 10000 | 10000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7002856 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 691247 | TotalRevenueColumn |
| Exclusion | $691,247 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8316353 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8047807 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 268546 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 268546 | TotalRevenueColumn |
| Exclusion | $268,546 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 296880 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1187878 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 589596 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -292716 | TotalRevenueColumn |
| Exclusion | -$292,716 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 280279 | GrossSalesOfInventory |
| Cost Of Goods Sold | 172486 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107793 | TotalRevenueColumn |
| Exclusion | $107,793 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| MISC. OTHER INCOME | 722320 | 146705 | 115881 | 30824 | |
| SUBLEASE REVENUE | 531120 | 90158 | $90,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 236863 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25068688 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6984714 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 164847 | UnrelatedBusinessRevenue |
| Exclusion | $865,028 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1163382 | Total |
| Program Services | 391030 | ProgramServices |
| Management And General | 378640 | ManagementAndGeneral |
| Fundraising | 393712 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11982167 | Total |
| Program Services | 9824776 | ProgramServices |
| Management And General | 1842632 | ManagementAndGeneral |
| Fundraising | 314759 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1892644 | Total |
| Program Services | 1550228 | ProgramServices |
| Management And General | 342416 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1847465 | Total |
| Program Services | 1111037 | ProgramServices |
| Management And General | 736428 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1185933 | Total |
| Program Services | 690538 | ProgramServices |
| Management And General | 495395 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250533 | Total |
| Management And General | 250533 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12051 | Total |
| Management And General | 12051 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135464 | Total |
| Management And General | 135464 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308534 | Total |
| Fundraising | 308534 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79175 | Total |
| Management And General | 51824 | ManagementAndGeneral |
| Fundraising | 27351 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4809585 | Total |
| Program Services | 2561549 | ProgramServices |
| Management And General | 2204059 | ManagementAndGeneral |
| Fundraising | 43977 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1256998 | Total |
| Program Services | 1077902 | ProgramServices |
| Management And General | 174101 | ManagementAndGeneral |
| Fundraising | 4995 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1280747 | Total |
| Program Services | 102304 | ProgramServices |
| Management And General | 1172267 | ManagementAndGeneral |
| Fundraising | 6176 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181648 | Total |
| Program Services | 255 | ProgramServices |
| Management And General | 181393 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81749 | Total |
| Program Services | 39173 | ProgramServices |
| Management And General | 42576 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2182 | Total |
| Program Services | 325 | ProgramServices |
| Management And General | 1857 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2305371 | Total |
| Management And General | 2305371 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2834400 | Total |
| Management And General | 2834400 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRODUCTION EXPENSE | 507660 | 505767 | 795 | 1098 |
| EDUCATION EXPENSE | 379591 | 364708 | 14883 | |
| CATERING | 307221 | 232688 | 62816 | 11717 |
| BAD DEBT EXPENSE | -196533 | 118554 | -315087 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348480 | Total |
| Program Services | 73285 | ProgramServices |
| Management And General | 174714 | ManagementAndGeneral |
| Fundraising | 100481 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32956447 | Total |
| Program Services | 18525565 | ProgramServices |
| Management And General | 13533169 | ManagementAndGeneral |
| Fundraising | 897713 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 952214 | BOY |
| EOY | 1902572 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3210039 | BOY |
| EOY | 522518 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2335292 | BOY |
| EOY | 2063267 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 582702 | BOY |
| EOY | 262869 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88354 | BOY |
| EOY | 123110 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611497 | BOY |
| EOY | 900681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 78924471 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28525858 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53121226 | BOY |
| EOY | 50398613 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10926789 | BOY |
| EOY | 4894864 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19912091 | BOY |
| EOY | 8081941 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332938 | BOY |
| EOY | 328743 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92073142 | BOY |
| EOY | 69479178 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3280385 | BOY |
| EOY | 762744 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3182155 | BOY |
| EOY | 3389795 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53910000 | BOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 986848 | BOY |
| EOY | 908017 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4551832 | BOY |
| EOY | 1510800 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10773254 | BOY |
| EOY | 17047258 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76684474 | BOY |
| EOY | 23618614 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2933451 | BOY |
| EOY | 31667458 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10278062 | BOY |
| EOY | 12014274 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2177155 | BOY |
| EOY | 2178832 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15388668 | BOY |
| EOY | 45860564 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92073142 | BOY |
| EOY | 69479178 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -7887759 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 38359655 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | 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 | 20880248 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14724030 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13054087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10819372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17054099 | CurrentTaxYear |
| Total | 76531836 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20880248 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14724030 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13054087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10819372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17054099 | CurrentTaxYear |
| Total | 76531836 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11630033 | AmountsSubstContributorsTotal |
| Public Support Total170 | 64901803 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1422584 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 986985 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 704144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 881194 | CurrentTaxYearMinus1Year |
| Current Tax Year | 691247 | CurrentTaxYear |
| Total | 4686154 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 99645 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40903 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 82554 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96431 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90158 | CurrentTaxYear |
| Total | 409691 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 81627681 | TotalSupport |
| Gross Receipts From Admissions Etc | 39350318 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79510 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72290 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SUBLEASE REVENUE | 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 | 39354671 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1311404 | InvestmentEarningsOrLosses |
| Other Expenditures | 22317560 | OtherExpenditures |
| Administrative Expenses | 33434 | AdministrativeExpenses |
| End Of Year Balance | 18315081 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43834959 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3452488 | InvestmentEarningsOrLosses |
| Other Expenditures | 7786477 | OtherExpenditures |
| Administrative Expenses | 146299 | AdministrativeExpenses |
| End Of Year Balance | 39354671 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49513943 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3282839 | InvestmentEarningsOrLosses |
| Other Expenditures | 8777252 | OtherExpenditures |
| Administrative Expenses | 184571 | AdministrativeExpenses |
| End Of Year Balance | 43834959 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 66622622 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -7538731 | InvestmentEarningsOrLosses |
| Other Expenditures | 9426496 | OtherExpenditures |
| Administrative Expenses | 143452 | AdministrativeExpenses |
| End Of Year Balance | 49513943 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.15000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.38000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.47000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 517954 | OtherCostOrOtherBasis |
| Book Value | 517954 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73861949 | OtherCostOrOtherBasis |
| Depreciation | 25825252 | Depreciation |
| Book Value | 48036697 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2579523 | OtherCostOrOtherBasis |
| Depreciation | 2152764 | Depreciation |
| Book Value | 426759 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1965045 | OtherCostOrOtherBasis |
| Depreciation | 547842 | Depreciation |
| Book Value | 1417203 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 50398613 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| WELLS FARGO MMF | 1592365 | F |
| TANNAHILL TRUST | 6489203 | F |
| FORD CREDIT INTEREST ADV | 373 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8081941 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PENSION COST MUSICIANS | $14,157,179 |
| PENSION COST FOR NON MUSICIANS | $2,889,799 |
| ACCRUED STAFF DC PLAN | $280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17047258 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE ONGOING SUPPORT FOR THE DETROIT SYMPHONY ORCHESTRA. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE DSO AND OPRP ARE EXEMPT FROM FEDERAL TAXES ON INCOME UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE DSO, AND HAS CONCLUDED THAT AS OF AUGUST 21, 2O12, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE DSO IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO AUGUST 31, 2008. |
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 (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTSMARKETING | |||||||||||||
| 260 KING ST EAST STE 500 | TORONTO | ONTARIO | CA | M5A 4L5 | TELEFUNDING VENDOR | 0 | 476928 | 258014 | 218914 | ||||
| NPO DIRECT MARKETING | |||||||||||||
| TELEFUNDING VENDOR | 0 | 229956 | 50520 | 179437 | 14150 PARK EAST CIRCLE STE 280 | CHANTILLY | VA | 20151 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 706884 | TotalGrossReceipts |
| Total Retained By Contractors | 308534 | TotalRetainedByContractors |
| Total Net To Organization | 398351 | TotalNetToOrganization |
| Licensed States | MI | LicensedStates |
| Licensed States | FL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HEROS GALA | NameOfEvent1 |
| Gross Receipts Event1 | 622840 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 517110 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 105730 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 115213 | OtherDirectExpensesEvent1 |
| Name Of Event2 | KID ROCK CONCERT | NameOfEvent2 |
| Gross Receipts Event2 | 669875 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 525875 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 144000 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 394770 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 192043 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 144893 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 47150 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 79613 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1484758 | GrossReceiptsTotal |
| Charitable Contributions Total | 1187878 | CharitableContributionsTotal |
| Gross Revenue Total Events | 296880 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 589596 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 589596 | DirectExpenseSummaryEvents |
| Net Income Summary | -292716 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE G, PART I: | ReturnReference |
| Explanation | THE DETROIT SYMPHONY ORCHESTRA, INC. HAS RETAINED TELEFUNDING FIRMS, ARTSMARKETING AND NPO DIRECT MARKETING. BOTH FIRMS CONDUCT SUBSCRIPTION TELEMARKETING AND TELEFUNDING CAMPAIGNS. AMS IS THE AGENCY FOR ALL CALLS RELATED TO SUBSCRIPTION SALES AND DONATIONS. NPO IS THE AGENCY FOR ALL MAILINGS RELATED TO SUBSCRIPTION SALES AND DONATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| 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 |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE PARSONS | |||||||||||||
| 265864 | 0 | 0 | 0 | 114004 | 0 | 935 | 0 | 18349 | 0 | 399152 | 0 | 0 | 0 |
| PATRICIA WALKER | |||||||||||||
| 177410 | 0 | 0 | 0 | 2223 | 0 | 1869 | 0 | 6571 | 0 | 188073 | 0 | 0 | 0 |
| PAUL HOGLE | |||||||||||||
| 211000 | 0 | 0 | 0 | 449 | 0 | 2233 | 0 | 20343 | 0 | 234025 | 0 | 0 | 0 |
| ROZANNE KOKKO | |||||||||||||
| 164435 | 0 | 0 | 0 | 1088 | 0 | 1713 | 0 | 6874 | 0 | 174110 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | HOUSING AND SOCIAL CLUB DUES ARE FURNISHED TO THE PRESIDENT. INCLUDED IN OTHER COMPENSATION ARE THE FOLLOWING: HOUSING, PENSION AND SOCIAL CLUB DUES ARE ALL FURNISHED TO THE PRESIDENT UNDER AN EMPLOYMENT CONTRACT. NON-CASH HOUSING IS PROVIDED BY THE FROLICH TRUST AND IS INCLUDED IN TAXABLE COMPENSATION. AN ADDITIONAL PAYMENT IN LIEU OF PENSION CONTRIBUTION IS ALSO PROVIDED AND INCLUDED IN TAXABLE COMPENSATION. THE SOCIAL CLUB DUES ARE NOT INCLUDED IN TAXABLE COMPENSATION; ANY PERSONAL CHARGES INCURRED ARE REIMBURSED BY THE PRESIDENT TO THE DETROIT SYMPHONY ORCHESTRA, INC. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTHEL CONSTRUCTION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | STEAM HEAT TO GAS HEAT CONVERSION | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $1,670,237 | OriginalPrincipalAmount |
| Balance Due | 908017 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 908017 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 181640 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RALPH GERSON AND KAREN DAVIDSON HAVE A FAMILY RELATIONSHIP; MEL LESTER AND HAROLD KULISH HAVE A FAMILY RELATIONSHIP; PETER CUMMINGS AND JANE SHERMAN HAVE A FAMILY RELATIONSHIP; ALAN SCHWARTZ AND JEAN SHAPERO HAVE A FAMILY RELATIONSHIP; PHILLIP FISHER AND PETER CUMMINGS HAVE A FAMILY RELATIONSHIP; PHILLIP FISHER AND JANE SHERMAN HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DETROIT SYMPHONY ORCHESTRA, INC. HAS MEMBERS WHO MAY VOTE ON MEMBERS OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | MEMBERS OF THE FINANCE STAFF REVIEW THE FORM 990 PRIOR TO FILING. THE RETURN IS THEN PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. ANNE PARSONS, PRESIDENT AND CEO; LINDA LUTZ, CHIEF FINANCIAL OFFICER; PAUL HOGLE, EXECUTIVE VICE PRESIDENT; PATRICIA WALKER, COO; DONIELLE HARDY, CONTROLLER; RALPH MANDARINO, AUDIT COMMITTEE, RONALD HORWITZ, AUDIT COMMITTEE; STEPHEN POLK, AUDIT COMMITTEE; AND MARK DAVIDOFF, AUDIT COMMITTEE. COPIES OF THE 990 ARE ALSO SENT TO ALL BOARD MEMBERS FOR REVIEW BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL FORMS ARE REVIEWED BY STAFF, ANY ISSUES ARE TAKEN TO AUDIT COMMITTEE FOR REVIEW AND RESOLUTION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION (FOR CEO AND MUSIC DIRECTOR) IS DETERMINED BY THE CHAIRMAN AND OFFICERS OF THE BOARD OF DIRECTORS, AND REVIEWED BY THE HR COMMITTEE OF THE BOARD OF DIRECTORS. COMPARABLE DATA GATHERED BY THE LEAGUE OF AMERICAN ORCHESTRAS IS USED IN DETERMINING THESE SALARIES. SALARIES OF OTHER OFFICERS ARE DETERMINED BY THE CEO IN CONSULTATION WITH THE DIRECTOR OF HUMAN RESOURCES, AND IS SET USING COMPARABLE DATA GATHERED BY THE LEAGUE OF AMERICAN ORCHESTRAS. INDIVIDUAL SALARIES MAY OR MAY NOT BE REVIEWED BY THE HR COMMITTEE OF THE BOARD OF DIRECTORS. HOWEVER, COMPENSATION POLICY IS ESTABLISHED AND REVIEWED BY THE HR COMMITTEE OF THE BOARD. DATES OF THE LAST COMPENSATION APPROVAL PROCESS FOR OTHER EXECUTIVES RANGED FROM SEPTEMBER 2009 THROUGH AUGUST 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE ONLY PROVIDED TO BOARD MEMBERS, GRANTS, FOUNDATIONS, CORPORATIONS, AND DONORS OF $2,500 OR GREATER AFTER A REVIEW OF THE FORMAL REQUEST BY MANAGEMENT. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,392. INVESTMENT EXPENSES: 1,598,982. PENSION EXPENSE -6,784,127. GAIN ON EARLY EXTINGUISHMENT OF DEBT 43,546,192. TOTAL TO FORM 990, PART XI, LINE 5: 38,359,655. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| FORM 990, PART VII: | THE HOURS REPORTED BELOW ARE THE HOURS DEVOTED BY THE OFFICERS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES TO RELATED ORGANIZATIONS: ANNE PARSONS - 8 HOURS STANLEY FRANKEL - 1 HOUR BRUCE PETERSON - 1 HOUR GLENDA PRICE - 1 HOUR ARTHUR A. WEISS - 1 HOUR PHILLIP FISHER - 1 HOUR | HOURS SPENT ON RELATED ORGANIZATIONS: |
| FORM 990, PART VII: | LARRY LIBERSON AND SHELLEY HERON ARE COMPENSATED FOR THEIR ROLES AS MUSICIANS, NOT AS DIRECTORS. ANNE PARSONS IS COMPENSATED FOR HER ROLE AS PRESIDENT AND EXECUTIVE DIRECTOR, NOT AS DIRECTOR. | COMPENSATION: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ORCHESTRA PLACE RENEWAL PARTNERSHIP | |||||||||||
| 3711 WOODWARD AVENUE | DETROIT | MI | 48201 | 383277549 | RENTAL OF PARKING DECK AND BUILDING IN AN EMPOWERMENT ZONE | MI | 501(C)(3) | 11A | DETROIT SYMPHONY ORCHESTRA INC | 1 | |
| DSO ENDOWMENT TRUST FUND | |||||||||||
| 611 WOODWARD AVENUE | DETROIT | MI | 48226 | 237269970 | INVESTMENT ACTIVITIES TO SUPPORT THE DETROIT SYMPHONY ORCHESTRA, INC. | MI | 501(C)(3) | 11A | DETROIT SYMPHONY ORCHESTRA INC | 1 | |
| DSO ENDOWMENT TRUST FUND II | |||||||||||
| 611 WOODWARD AVENUE | DETROIT | MI | 48226 | 382609947 | INVESTMENT ACTIVITIES TO SUPPORT THE DETROIT SYMPHONY ORCHESTRA, INC. | MI | 501(C)(3) | 11A | DETROIT SYMPHONY ORCHESTRA INC | 1 | |
| THE EDWARD P FROHLICH DETROIT SYMPHONY ORCHESTRA HALL FOUNDATION | |||||||||||
| 20480 VERNIER ROAD | HARPER WOODS | MI | 48225 | 201313851 | TO PROVIDE HOUSING FOR THE PRESIDENT OF THE DETROIT SYMPHONY ORCHESTRA | MI | 501(C)(3) | 11C | 0 | N/A | |
| 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 | 1 | 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | 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 | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ORCHESTRA PLACE RENEWAL PARTNERSHIP | ||
| J | 378073 | CASH TRANSACTION |
| ORCHESTRA PLACE RENEWAL PARTNERSHIP | ||
| C | 781546 | CASH TRANSACTION |
| DETROIT SYMPHONY ORCHESTRA ENDOWMENT I | ||
| C | 192405 | CASH TRANSACTION |
| DETROIT SYMPHONY ORCHESTRA ENDOWMENT II | ||
| C | 120524 | CASH TRANSACTION |