BALBOA PARK CULTURAL PARTNERSHIP: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: BALBOA PARK CULTURAL PARTNERSHIP (EIN 20-0857447)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-21
IRS object ID: 201340529349300304
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 O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-02-21T08:33:45-08:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Leaf & Cole LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2810 Camino Del Rio South Suite 200	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	921083820	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	200857447	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Balboa Park Cultural Partnership	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BALB	NameControl
Phone	6192327502	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1549 El Prado 1	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	92101	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Paige Simpson	Name
Title	Interim Exec Dir	Title
Date Signed	2013-02-20	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JULIE A FIRL	Name
Phone	6192947200	Phone
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	PAIGE SIMPSON	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1549 El Prado 1	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	92101	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	817595	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c3	X	Organization501c3
Web Site	www.bpcp.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2003	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	Our mission is to enrich the cultural life in and beyond San Diego by facilitating collaboration among Balboa Park's cultural institutions and with the communitY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	23	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	23	NbrIndependentVotingMembers
Total Nbr Employees	11	TotalNbrEmployees
Total Nbr Volunteers	120	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	650632	ContributionsGrantsPriorYear
Contributions Grants Current Year	462710	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	135511	ProgramServiceRevenuePriorYear
Program Service Revenue CY	354531	ProgramServiceRevenueCY
Investment Income Prior Year	10579	InvestmentIncomePriorYear
Investment Income Current Year	31	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1955	OtherRevenuePriorYear
Other Revenue Current Year	323	OtherRevenueCurrentYear
Total Revenue Prior Year	798677	TotalRevenuePriorYear
Total Revenue Current Year	817595	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	492181	SalariesEtcPriorYear
Salaries Etc Current Year	351372	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	453560	OtherExpensePriorYear
Other Expenses Current Year	340547	OtherExpensesCurrentYear
Total Expenses Prior Year	945741	TotalExpensesPriorYear
Total Expenses Current Year	691919	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-147064	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	125676	RevenuesLessExpensesCY
Total Assets BOY	281883	TotalAssetsBOY
Total Assets EOY	390538	TotalAssetsEOY
Total Liabilities BOY	131197	TotalLiabilitiesBOY
Total Liabilities EOY	30176	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	150686	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	360362	NetAssetsOrFundBalancesEOY
Mission Description	The Balboa Park Cultural Partnership (the "Partnership") is a California nonprofit organization through which 27 arts, science and cultural institutions in Balboa Park, San Diego, collaborate to achieve greater organizational efficiency, innovation and excellence. The Partnership's member institutions vary in size and type and include museums, performing arts groups and theatres, cultural centers, gardens and the San Diego Zoo.The Partnership was formed in 2003 to provide a means for members to identify and achieve collective goals and to speak with one voice on issues of mutual benefit and importance. The Board of Directors is comprised of executive directors of member institutions. Park staff, trustees and volunteers participate in the development and implementation of Partnership programs-Balboa Park Sustainability, Collective Business Operations, Learning Institute, Balboa Park Governance and Balboa Park 2015 Centennial Celebration Planning.Mission, Vision, and Goals:Our mission is	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	276845	Expense
Revenue	16683	Revenue
Description	Balboa Park Learning Institute:The Balboa Park Learning Institute (the "Learning Institute") is a professional education program and learning community for staff and volunteers in arts, science, and cultural institutions. It was launched through professional development in 2008 as part of collaborative efforts to achieve greater organizational efficiency, innovation, and excellence. The Partnership envisions that a strengthened professional community will enrich the experience and value of arts, science, and culture for our audiences and communities.The Learning Institute empowers individuals and organizations with specialized continuing education opportunities that build community, advance professional practices, and encourage new thinking. Year-round offerings range from "behind-the-scenes" workshop series to the signature Robert F. Smith, Jr. Cultural Arts Leadership Symposium. Areas of study include leadership, audience experience, evaluation, sustainability and other topics related to the cultural sector. Partnership member institutions are the primary audience of the Learning Institute. However, many offerings are open to individuals from cultural organizations outside of Balboa Park. Whenever possible, the Learning Institute partners with related local and national groups/organizations to leverage high quality learning resources.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	203495	Expense
Revenue	96741	Revenue
Description	Balboa Park Sustainability:The Partnership's Balboa Park Sustainability Program's (the Sustainability Program") purpose is to educate, measure, promote and implement sustainability best practices in Balboa Park as well as strategically plan, coordinate and complete deferred maintenance initiatives. Through collaboration and ongoing communication, the Sustainability Program has developed a shared vision for "greening" Balboa Park. It continues to advance solutions that will help protect Balboa Park resources and strengthen economic viability, while enhancing visitor experience and enjoyment. The Sustainability Program is a collaborative effort between the Balboa Park Cultural Partnership, the City of San Diego, and San Diego Gas & Electric. This collaboration is supported by an alliance of Partnership members, Park stakeholders, and Sustainability experts.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	106540	Expense
Description	Parkwide Membership:With support from The James Irvine Foundation, the Partnership has been developing an implementation plan for a Balboa Park Pass - a new product that will grant passholders one year of unlimited general admission to 17 participating museums and cultural institutions. This is an important project because, for many years, community members have expressed interest in a product that would provide annual admission to arts, science, and culture institutions in Balboa Park for one cost. This also offers a new revenue stream for the Park institutions and the Partnership.As part of the Partnership's efforts to build a better Balboa Park Experience, our goal for the Pass is to broaden access to the Park, making the visitor experience a smoother, more inter-connected journey through our many diverse institutions. For example, families will face fewer barriers in terms of cost and time restrictions when they visit with a Park Pass that gives them unlimited access. The Pass also provides a new marketing opportunity and a chance to build a sense of ownership and pride in the Park among our visitors. Additionally, the Pass will provide more opportunities for the institutions to collaborate programmatically.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	586880	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	16	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	11	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Form8886 T Filed	false	Form8886TFiled
Non Deductible Contributions	false	NonDeductibleContributions
Non Deductible Disclosure	false	NonDeductibleDisclosure
Quid Pro Quo Contributions	false	QuidProQuoContributions
Quid Pro Quo Disclosure	false	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Licensed More Than One State	false	LicensedMoreThanOneState
Indoor Tanning Services	false	IndoorTanningServices
Form720 Filed	false	Form720Filed
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	23	NbrVotingGoverningBodyMembers
Number Independent Voting Members	23	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Policies Reference Chapters	false	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Debra Rosacker CPA	NamePerson
Telephone Number	6192327502	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1549 El Prado 1	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	92101	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
Elizabeth Woolrych
Director	1.00	X	0	0	0
John Wilson PhD
Director	2.00	X	0	0	0
REED VICKERMAN
Treasurer	1.00	X	0	0	0	X
ANTHONY RIDENHOUR
Director	1.00	X	0	0	0
Dalouge Smith
Vice President	2.00	X	0	0	0	X
Rob Sidner
Director	1.50	X	0	0	0
Carmen Sandoval
Director	1.50	X	0	0	0
MICHAEL MURPHY
Director	1.00	X	0	0	0
Micah Parzen PhD JD
Secretary	2.00	X	0	0	0	X
Theresa Wulf
Director	0.50	X	0	0	0
Douglas G Myers
Director	1.00	X	0	0	0
Rod Melendez Rear Admiral Ret
Director	0.50	X	0	0	0
Deborah Klochko
Vice President	2.00	X	0	0	0	X
Jeffrey W Kirsch PhD
President	2.00	X	0	0	0	X
David Kinney
Director	2.00	X	0	0	0
James G Kidrick
MEMBER AT LARGE	2.00	X	0	0	0
Alan R Kidd
Director	1.50	X	0	0	0
Luanne Kanzawa
MEMBER AT LARGE	2.00	X	0	0	0
CHARLOTTE CAGAN
Director	0.50	X	0	0	0
Michael W Hager PhD
IMMED PAST PRES	2.00	X	0	0	0
Timothy J Field
Director	0.50	X	0	0	0
Makeda Dread
Director	0.50	X	0	0	0
Paula L Brandes
Director	0.50	X	0	0	0
DAVID LANG
FORMER ED	40.00		60217	0	3974	X
PAIGE SIMPSON
INTERIM ED	40.00		70345	0	2789	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	130562	TotalReportableCompFromOrg
Total Other Compensation	6763	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Government Grants	118084	GovernmentGrants
All Other Contributions	344626	AllOtherContributions
Noncash Contributions	4459	NoncashContributions
Total Contributions	462710	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION-BP LEARNING INST	900099	16683	16683
SDGE-SUSTAINABILITY	900099	96741	96741
Membership Dues & Assessments	900099	131200	131200
Fees & Contracts Gov Agencies	900099	109907	109907

Field	Value	IRS element (for citing)
Total Program Service Revenue	354531	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	31	TotalRevenueColumn
Exclusion	$31	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	OTHER INCOME	Description
Business Code	900099	BusinessCode
Total Revenue Column	323	TotalRevenueColumn
Related Or Exempt Function Income	323	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	323	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	817595	TotalRevenueColumn
Related Or Exempt Function Income	354854	RelatedOrExemptFunctionIncome
Exclusion	$31	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	196763	Total
Program Services	165281	ProgramServices
Management And General	31482	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	106710	Total
Program Services	88595	ProgramServices
Management And General	18115	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	0	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	21892	Total
Program Services	29085	ProgramServices
Management And General	-7193	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	26007	Total
Program Services	14529	ProgramServices
Management And General	11478	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	21135	Total
Program Services	8484	ProgramServices
Management And General	12651	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	20181	Total
Program Services	20109	ProgramServices
Management And General	72	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	12458	Total
Program Services	8048	ProgramServices
Management And General	4410	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	12842	Total
Program Services	12784	ProgramServices
Management And General	58	ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	4934	Total
Management And General	4934	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2402	Total
Management And General	2402	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
COMMUNICATIONS	5455	2500	2955
ADMINSTRATIVE COSTS	24849	6125	18724
MEETINGS	81098	80083	1015
OUTSIDE SERVICES	151819	149461	2358

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	3374	Total
Program Services	1796	ProgramServices
Management And General	1578	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	691919	Total
Program Services	586880	ProgramServices
Management And General	105039	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	115960	BOY
EOY	235013	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	29411	BOY
EOY	29442	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	60927	BOY
EOY	54166	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2936	BOY
EOY	3100	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	29540	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	20056	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	12983	BOY
EOY	9484	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	59666	BOY
EOY	59333	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	281883	BOY
EOY	390538	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	49898	BOY
EOY	28926	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	30000	BOY
EOY	1250	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	51299	BOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	131197	BOY
EOY	30176	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	63296	BOY
EOY	92538	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	28402	BOY
EOY	208491	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	58988	BOY
EOY	59333	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	150686	BOY
EOY	360362	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	281883	BOY
EOY	390538	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	125676	ReconcilationRevenueExpenses
Reconcilation Other Changes	84000	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired
Federal Grant Audit Performed	false	FederalGrantAuditPerformed

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	237427	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	253150	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	735609	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	470367	CurrentTaxYearMinus1Year
Current Tax Year	593910	CurrentTaxYear
Total	2290463	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Total	0	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Total	0	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	237427	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	253150	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	735609	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	470367	CurrentTaxYearMinus1Year
Current Tax Year	593910	CurrentTaxYear
Total	2290463	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	0	AmountsSubstContributorsTotal
Public Support Total170	2290463	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	21	CurrentTaxYearMinus1Year
Current Tax Year	31	CurrentTaxYear
Total	52	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Total	0	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	5	CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years	1800	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1955	CurrentTaxYearMinus1Year
Current Tax Year	323	CurrentTaxYear
Total	4083	Total

Field	Value	IRS element (for citing)
Total Support	2294598	TotalSupport
Gross Receipts From Admissions Etc	806306	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.99820	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.98860	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

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	59666	BeginningOfYearBalance
Investment Earnings Or Losses	-45	InvestmentEarningsOrLosses
Administrative Expenses	288	AdministrativeExpenses
End Of Year Balance	59333	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	52799	BeginningOfYearBalance
Contributions	250	Contributions
Investment Earnings Or Losses	10632	InvestmentEarningsOrLosses
Other Expenditures	3732	OtherExpenditures
Administrative Expenses	283	AdministrativeExpenses
End Of Year Balance	59666	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	47116	BeginningOfYearBalance
Investment Earnings Or Losses	5936	InvestmentEarningsOrLosses
Administrative Expenses	253	AdministrativeExpenses
End Of Year Balance	52799	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	29540	OtherCostOrOtherBasis
Depreciation	20056	Depreciation
Book Value	9484	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	9484	TotalOfBookValueLandBuildings
Total Book Value Other Assets	59333	TotalBookValueOtherAssets
Total Revenue	817595	TotalRevenue
Total Expenses	691919	TotalExpenses
Excess Or Deficit For Year	125676	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-45	NetUnrealizedGLOnInvestments
Donated Services And Facilities	84333	DonatedServicesAndFacilities
Investment Expenses	-288	InvestmentExpenses
Total Adjustments	84000	TotalAdjustments
Excess Or Deficit Per FS	209676	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	901595	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-45	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	84333	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	84288	RevenueNotRptdF990
Revenue Subtotal	817307	RevenueSubtotal
Investment Expenses Not Included	288	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	288	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	817595	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	691919	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	691919	ExpensesSubtotal
Total Expenses Per Form990	691919	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part X	Part X : FIN48 Footnote	The Partnership is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Partnership believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Partnership is not a private foundation.The Partnership's Return of Organization Exempt from Income Tax for the years ended June 30, 2012, 2011, 2010 and 2009 are subject to examination by Internal Revenue Service and State taxing authorities, generally the three to four years after the returns were filed.
Part V, Line 4	Part V, Line 4: Intended uses of the endowment fund.	Endowment funds are used to support the Smith Symposium.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST. THE ORGANIZATION ALSO USES WWW.GUIDESTAR.ORG TO DISCLOSE ITS FINANCIAL STATEMENTS AND FORM 990.
Form 990, Part VI, Line 12c	Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	The board reviews conflict of interest at board meetings, on a case by case basis.
Form 990, Part VI, Line 11	Form 990, Part VI, Line 11: Form 990 Review Process	The Form 990 is presented to all board members prior to the board meeting for review. The Form 990 is then presented at the board meeting for approval. Approval voted at the meeting, but if inquiries or changes necessary, approval is through email. Email approval is also required for board members not attending the meeting.