SAN FRANCISCO SYMPHONY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO SYMPHONY (EIN 94-1156284)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-07-15
- IRS object ID
- 201341969349301274
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T13:56:34-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263839190 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CALIFORNIA STREET SUITE 1300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | 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 | 941156284 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO SYMPHONY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANF | NameControl |
| Phone | 4155528000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVIES SYMPHONY HALL 201 VAN NESS | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941024585 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIM KIRK | Name |
| Title | CFO | Title |
| Phone | 4155528000 | Phone |
| Date Signed | 2013-07-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAGA KISRIEV | Name |
| PTIN | P01008919 | PTIN |
| Phone | 4154215757 | 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 | JOHN D GOLDMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVIES SYMPHONY HALL 201 VAN NESS | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941024585 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 104191468 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SFSYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1910 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ENRICHES, SERVES, AND SHAPES CULTURAL LIFE THROUGHOUT THE SPECTRUM OF BAY AREA COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 86 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 86 | NbrIndependentVotingMembers |
| Total Nbr Employees | 945 | TotalNbrEmployees |
| Total Nbr Volunteers | 1833 | TotalNbrVolunteers |
| Total Gross UBI | 138315 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 128488 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 51960280 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 29724139 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27329381 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26230844 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7312854 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4002722 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -182918 | OtherRevenuePriorYear |
| Other Revenue Current Year | -3839393 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 86419597 | TotalRevenuePriorYear |
| Total Revenue Current Year | 56118312 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 41535 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 79217 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 39541650 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 42538935 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 469352 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 459189 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4725502 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32101798 | OtherExpensePriorYear |
| Other Expenses Current Year | 35260671 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 72154335 | TotalExpensesPriorYear |
| Total Expenses Current Year | 78338012 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14265262 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -22219700 | RevenuesLessExpensesCY |
| Total Assets BOY | 306759580 | TotalAssetsBOY |
| Total Assets EOY | 300320701 | TotalAssetsEOY |
| Total Liabilities BOY | 44075065 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 56390634 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 262684515 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 243930067 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SAN FRANCISCO SYMPHONY SETS THE HIGHEST POSSIBLE STANDARD FOR EXCELLENCE IN MUSICAL PERFORMANCE AT HOME AND AROUND THE WORLD; ENRICHES, SERVES, AND SHAPES CULTURAL LIFE THROUGHOUT THE SPECTRUM OF BAY AREA COMMUNITIES; MAINTAINS FINANCIAL STABILITY AND GAINS PUBLIC RECOGNITION AS A MEANS OF ENSURING ITS ABILITY TO FULFILL ITS MISSION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 66526731 | Expense |
| Grants | 79217 | Grants |
| Revenue | 26230844 | Revenue |
| Description | THROUGH ITS ARTISTIC, EDUCATION AND COMMUNITY PROGRAMS, THE SAN FRANCISCO SYMPHONY EACH YEAR SERVES MORE THAN 600,000 BAY AREA RESIDENTS AND VISITORS OF EVERY ECONOMIC AND CULTURAL BACKGROUND IN OVER 200 CONCERTS. THE SYMPHONY ADDITIONALLY REACHES MILLIONS OF OTHERS THROUGHOUT THE UNITED STATES AND ABROAD THROUGH TOURING, RECORDING, THE WEB, AND RADIO AND TELEVISION BROADCASTS.THE GRAMMY AWARD WINNING SAN FRANCISCO SYMPHONY IS REGARDED INTERNATIONALLY AS ONE OF THE FOREMOST AMERICAN ORCHESTRAS. UNDER MUSIC DIRECTOR MICHAEL TILSON THOMAS, THE SYMPHONY OFFERS EXCITING CLASSICAL PROGRAMS WITH INTERNATIONALLY ACCLAIMED GUEST ARTISTS IN ITS 100+ CONCERT SUBSCRIPTION SERIES. OTHER ANNUAL SERIES INCLUDE THE GREAT PERFORMERS SERIES, MUSIC FOR FAMILIES AND THE CHAMBER MUSIC SERIES. IN ADDITION, THE ORCHESTRA OFFERS FREE COMMUNITY CONCERTS, AN ANNUAL SUMMER FESTIVAL AND DECEMBER HOLIDAY CONCERTS.THE SYMPHONY PROVIDES AN EXTENSIVE ARRAY OF MUSIC EDUCATION PROGRAMS FOR YOUTH AND ADULTS, MOST OF WHICH ARE FREE OF CHARGE. FOR YOUNG CHILDREN, THERE IS ADVENTURES IN MUSIC, A COMPREHENSIVE MUSIC EDUCATION PROGRAM IN EVERY SAN FRANCISCO PUBLIC ELEMENTARY SCHOOL AND CONCERTS FOR KIDS, REACHING NEARLY 30,000 SCHOOL CHILDREN EACH YEAR FROM AROUND THE GREATER BAY AREA. OTHER PROGRAMS INCLUDE A SPECIAL WEB SITE FOR CHILDREN, WWW.SFSKIDS.ORG, OFFERING YOUNGSTERS AROUND THE WORLD AN INTRODUCTION TO MUSIC, THE INSTRUMENT TRAINING PROGRAM FOR MIDDLE AND HIGH SCHOOL MUSIC STUDENTS; THE HOWARD SKINNER STUDENT FORUM, OFFERING GREATLY DISCOUNTED TICKETS TO COLLEGE STUDENTS; AND FREE TICKETS FOR HIGH SCHOOL AND COLLEGE MUSIC STUDENTS. FOR ADULTS, THE SYMPHONY PRESENTS INSIDE MUSIC TALKS, WHICH ARE FREE OF CHARGE BEFORE EACH CONCERT. OTHER PROGRAMS REACH ECONOMICALLY DISADVANTAGED BAY AREA RESIDENTS AND INCLUDE FREE OUTDOOR CONCERTS AND SEVERAL PROGRAMS DISTRIBUTING DISCOUNTED AND COMPLIMENTARY TICKETS. THE SYMPHONY'S WIDE-RANGING RECORDING AND MEDIA PROJECTS MAKE CLASSICAL MUSIC MORE ACCESSIBLE TO PEOPLE OF ALL AGES AND BACKGROUNDS, INCLUDING A NATIONAL PBS-TV SERIES OF DOCUMENTARIES AND CONCERTS, NATIONALLY SYNDICATED RADIO PROGRAMS, AND INTERACTIVE WEBSITES. | Description |
| Total Program Service Expense | 66526731 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 291 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 945 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 | 86 | 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 | 1 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM KIRK CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4155528000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVIES SYMPHONY HALL 201 VAN NESS | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941024585 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (96 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JOHN D GOLDMAN | ||||||||
| BOARD PRESIDENT | 30.00 | X | X | 0 | 0 | 0 | ||
| MRS WILLIAM S FISHER | ||||||||
| BOARD VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | ||
| TED W HALL | ||||||||
| BOARD VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | ||
| DAVID A HOYT | ||||||||
| BOARD VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | ||
| RICHARD M KOVACEVICH | ||||||||
| BOARD VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | ||
| ROBERT R TUFTS | ||||||||
| BOARD SECRETARY | 3.00 | X | X | 0 | 0 | 0 | ||
| CLAIRE N BARNES | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| NANCY H BECHTLE | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| LYDIA I BEEBE | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| ATHENA T BLACKBURN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT H BRANT | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| BARBARA BROOKINS-SCHNEIDER | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| CAROL FRANC BUCK | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS HERBERT E CAEN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| CAROL CASEY | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN S CHEN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| DR YANEK S Y CHIU | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MATT COHLER | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MARGARET LIU COLLINS | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| NANCY R CONNER | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHELE BEIGEL CORASH | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| COURTENAY C CORRIGAN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS ROBERT A CORRIGAN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| GAIL L COVINGTON | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| DEREK L DEAN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| RAY DOLBY | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| DIXON R DOLL | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MARY C FALVEY | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS DONALD G FISHER | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH J FOLGER | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| A JOHN GAMBS | ||||||||
| BOARD GOVERNOR | 3.00 | X | 0 | 0 | 0 | |||
| CARLOS A GARCIA | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| PRISCILLA B GEESLIN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES M GESCHKE | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| GORDON P GETTY | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT D GLYNN JR | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| EMMA GOLTZ | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN H HAMMERGREN | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| ANETTE L HARRIS | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH L HIRSCH | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| GREGORY E JOHNSON | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| JUDITH S JORGENSEN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MARK A JUNG | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| JUDI KANTER | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS WILLIAM R KIMBALL | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| F CURT KIRSCHNER | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| JANET W LAMKIN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTINE E LAMOND | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MAX LEVCHIN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| FRED M LEVIN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MARYON DAVIES LEWIS | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| RAYMOND KY LI | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| GORRETTI LO LUI | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MARC T MACAULAY | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| REBECCA MACIEIRA-KAUFMANN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD B MADDEN | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| MRS MERRILL L MAGOWAN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| EFF W MARTIN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS J STANLEY MATTISON | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| AMY S MCCOMBS | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| NAN TUCKER MCEVOY | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH P MCNEELY | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM F MEEHAN III | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| ANTHONY W MILES | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| J WILLIAM MORRIS III | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| ELLEN MAGNIN NEWMAN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS JOHN F NICOLAI | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT G O'DONNELL | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| PAUL S OTELLINI | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS JAMES C PARAS | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| LAURA K PFAFF | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| PAULA B PRETLOW | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| GEORGE R ROBERTS | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD M ROSENBERG | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| SHARON L SETO | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS GEORGE P SHULTZ | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| TRINE SORENSEN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| PATRICIA SUGHRUE SPRINCIN | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID R STRAND | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| JEREMIAH J SULLIVAN | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| NICHOLAS E TOUSSAINT | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| TONY TROUSSET | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| GE WANG | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| SANFORD I WEILL | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| ANITA L WORNICK | ||||||||
| BOARD GOVERNOR | 1.00 | X | 0 | 0 | 0 | |||
| PATRICIA C DUNN | ||||||||
| BOARD GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| BRENT ASSINK | ||||||||
| EXECUTIVE DIRECTOR | 60.00 | X | 577663 | 0 | 61194 | |||
| JAMES KIRK | ||||||||
| CFO | 60.00 | X | 201127 | 0 | 19469 | |||
| JOHN KIESER | ||||||||
| GENERAL MANAGER | 60.00 | 184483 | 0 | 30445 | X | |||
| MARA FINERTY | ||||||||
| DIRECTOR, HR (THROUGH 9/26/11) | 60.00 | 153631 | 0 | 13537 | X | |||
| NAN KEETON | ||||||||
| DIRECTOR, EXTERNAL AFFAIRS | 60.00 | 253438 | 0 | 27917 | X | |||
| ALEXANDER BARANTSCHIK | ||||||||
| CONCERTMASTER | 60.00 | 490594 | 0 | 69416 | X | |||
| RAGNAR BOHLIN | ||||||||
| CHORUS DIRECTOR | 60.00 | 285721 | 0 | 15101 | X | |||
| MARK INOUYE | ||||||||
| PRINCIPAL TRUMPET | 60.00 | 253513 | 0 | 20464 | X | |||
| JOHNATHON VINOCOUR | ||||||||
| PRINCIPAL VIOLA | 60.00 | 252204 | 0 | 19374 | X | |||
| CAREY BELL | ||||||||
| PRINCIPAL CLARINET | 60.00 | 231934 | 0 | 31479 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2884308 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 308396 | TotalOtherCompensation |
| Number Individuals GT100 K | 133 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MTT INC | |||||
| 1745 BROADWAY 18TH FLOOR | NEW YORK | NY | 10019 | MUSIC DIRECTOR | 2030468 |
| SD&A TELESERVICES INC | |||||
| 5757 WEST CENTURY BLVD SUITE 300 | LOS ANGELES | CA | 90045 | PROF. FUNDRAISER/TELEMARK. | 843681 |
| TOUR ARTS | |||||
| 2829 BRIDGEWAY SUITE 205 | SAUSALITO | CA | 94965 | TOURING SERVICES | 586366 |
| POP MULTIMEDIA INC | |||||
| 1326 5TH AVENUE SUITE 8 | SEATTLE | WA | 98101 | WEBSITE DEV./MARKETING SERV. | 552118 |
| OPUS 3 ARTISTS | |||||
| 470 PARK AVENUE SOUTH 9TH FLOOR | NEW YORK | NY | 10016 | ARTISTIC MANAGEMENT | 405276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 33 | NumberOfContractorsGT100K |
| Fundraising Events | 7804238 | FundraisingEvents |
| Government Grants | 776100 | GovernmentGrants |
| All Other Contributions | 21143801 | AllOtherContributions |
| Noncash Contributions | 3205771 | NoncashContributions |
| Total Contributions | 29724139 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERT & RELATED REV | 711130 | 25967992 | 25967992 |
| VOLUNTEER COUNCIL | 711130 | 179691 | 179691 |
| SFS MEDIA | 515100 | 83161 | 83161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26230844 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4089568 | TotalRevenueColumn |
| Unrelated Business Revenue | 109852 | UnrelatedBusinessRevenue |
| Exclusion | $3,979,716 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 28463 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 28463 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28463 | TotalRevenueColumn |
| Unrelated Business Revenue | 28463 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40512591 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40599437 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -86846 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -86846 | TotalRevenueColumn |
| Exclusion | -$86,846 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1699601 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 7804238 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 6476741 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4777140 | TotalRevenueColumn |
| Exclusion | -$4,777,140 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1474014 | GrossSalesOfInventory |
| Cost Of Goods Sold | 996978 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 477036 | TotalRevenueColumn |
| Exclusion | $477,036 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| FOOD & BEV FROM PATRON | 812900 | 337648 | $337,648 |
| MISCELLANEOUS | 900099 | 94600 | $94,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 432248 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56118312 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26230844 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 138315 | UnrelatedBusinessRevenue |
| Exclusion | $25,014 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79217 | Total |
| Program Services | 79217 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1749082 | Total |
| Program Services | 643151 | ProgramServices |
| Management And General | 800080 | ManagementAndGeneral |
| Fundraising | 305851 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28790241 | Total |
| Program Services | 25334714 | ProgramServices |
| Management And General | 1908601 | ManagementAndGeneral |
| Fundraising | 1546926 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4929197 | Total |
| Program Services | 4622346 | ProgramServices |
| Management And General | 195333 | ManagementAndGeneral |
| Fundraising | 111518 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5076859 | Total |
| Program Services | 4414459 | ProgramServices |
| Management And General | 391262 | ManagementAndGeneral |
| Fundraising | 271138 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1993556 | Total |
| Program Services | 1716220 | ProgramServices |
| Management And General | 182361 | ManagementAndGeneral |
| Fundraising | 94975 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9902 | Total |
| Management And General | 9902 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178347 | Total |
| Management And General | 178347 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12251 | Total |
| Program Services | 8484 | ProgramServices |
| Management And General | 3767 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459189 | Total |
| Fundraising | 459189 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139577 | Total |
| Management And General | 139577 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364661 | Total |
| Program Services | 119380 | ProgramServices |
| Management And General | 245281 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1680714 | Total |
| Program Services | 1514041 | ProgramServices |
| Management And General | 17604 | ManagementAndGeneral |
| Fundraising | 149069 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1392527 | Total |
| Program Services | 909946 | ProgramServices |
| Management And General | 381701 | ManagementAndGeneral |
| Fundraising | 100880 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296222 | Total |
| Program Services | 9837 | ProgramServices |
| Management And General | 286385 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558779 | Total |
| Program Services | 208185 | ProgramServices |
| Management And General | 314340 | ManagementAndGeneral |
| Fundraising | 36254 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91342 | Total |
| Program Services | 68944 | ProgramServices |
| Management And General | 21832 | ManagementAndGeneral |
| Fundraising | 566 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1128007 | Total |
| Program Services | 977490 | ProgramServices |
| Management And General | 48401 | ManagementAndGeneral |
| Fundraising | 102116 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417708 | Total |
| Program Services | 75066 | ProgramServices |
| Management And General | 342282 | ManagementAndGeneral |
| Fundraising | 360 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONCERT PRODUCTION | 19157269 | 19089811 | 4062 | 63396 |
| AMORTIZATION | 3466497 | 3462718 | 1388 | 2391 |
| CONSULTING FEES | 2506670 | 2421135 | 65347 | 20188 |
| PLANT FUND - OTHER | 1480200 | 41719 | 1434647 | 3834 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2379998 | Total |
| Program Services | 809868 | ProgramServices |
| Management And General | 113279 | ManagementAndGeneral |
| Fundraising | 1456851 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78338012 | Total |
| Program Services | 66526731 | ProgramServices |
| Management And General | 7085779 | ManagementAndGeneral |
| Fundraising | 4725502 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3020458 | Total |
| Program Services | 2044826 | ProgramServices |
| Management And General | 402802 | ManagementAndGeneral |
| Fundraising | 572830 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1241002 | BOY |
| EOY | 716064 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26433053 | BOY |
| EOY | 21213894 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2756226 | BOY |
| EOY | 2491584 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1966757 | BOY |
| EOY | 2270803 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 755433 | BOY |
| EOY | 662696 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9700083 | BOY |
| EOY | 5968878 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34286465 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16222239 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17995867 | BOY |
| EOY | 18064226 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181535455 | BOY |
| EOY | 186859223 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53990047 | BOY |
| EOY | 52488428 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10385657 | BOY |
| EOY | 9584905 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306759580 | BOY |
| EOY | 300320701 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4532218 | BOY |
| EOY | 5081062 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13158974 | BOY |
| EOY | 12259056 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26383873 | BOY |
| EOY | 39050516 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44075065 | BOY |
| EOY | 56390634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62108600 | BOY |
| EOY | 43213422 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67823806 | BOY |
| EOY | 65507368 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132752109 | BOY |
| EOY | 135209277 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262684515 | BOY |
| EOY | 243930067 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306759580 | BOY |
| EOY | 300320701 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -22219700 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3465252 | 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 Separate | X | FinancialStatementSeparate |
| 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 | 40103581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35916731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30887904 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51541717 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29724139 | CurrentTaxYear |
| Total | 188174072 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40103581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35916731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30887904 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51541717 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29724139 | CurrentTaxYear |
| Total | 188174072 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 20821681 | AmountsSubstContributorsTotal |
| Public Support Total170 | 167352391 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5265510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3710194 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3334967 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3184276 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3979716 | CurrentTaxYear |
| Total | 19474663 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 40888 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42513 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41228 | CurrentTaxYearMinus1Year |
| Current Tax Year | 128488 | CurrentTaxYear |
| Total | 253117 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 776111 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 369631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 357787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 323703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 432248 | CurrentTaxYear |
| Total | 2259480 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 210161332 | TotalSupport |
| Gross Receipts From Admissions Etc | 136859901 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79630 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80630 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 12251 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 12251 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 66514480 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 66526731 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1000000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 12251 | CurrentYear |
| Total | 12251 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 250000 | CurrentYear |
| Total | 250000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 73000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | REPLICA FOR ANNUAL POSTER | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 262125035 | BeginningOfYearBalance |
| Contributions | 3398740 | Contributions |
| Investment Earnings Or Losses | 19729648 | InvestmentEarningsOrLosses |
| Other Expenditures | 17213373 | OtherExpenditures |
| End Of Year Balance | 268040050 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 232661245 | BeginningOfYearBalance |
| Contributions | 20521288 | Contributions |
| Investment Earnings Or Losses | 24946947 | InvestmentEarningsOrLosses |
| Other Expenditures | 16004445 | OtherExpenditures |
| End Of Year Balance | 262125035 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 230679902 | BeginningOfYearBalance |
| Contributions | 6872990 | Contributions |
| Investment Earnings Or Losses | 10899942 | InvestmentEarningsOrLosses |
| Other Expenditures | 15791589 | OtherExpenditures |
| End Of Year Balance | 232661245 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 258321438 | BeginningOfYearBalance |
| Contributions | 16791506 | Contributions |
| Investment Earnings Or Losses | -25359327 | InvestmentEarningsOrLosses |
| Other Expenditures | 19073715 | OtherExpenditures |
| End Of Year Balance | 230679902 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.50000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.21000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15811483 | OtherCostOrOtherBasis |
| Depreciation | 10078747 | Depreciation |
| Book Value | 5732736 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18264744 | OtherCostOrOtherBasis |
| Depreciation | 6143492 | Depreciation |
| Book Value | 12121252 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 210238 | OtherCostOrOtherBasis |
| Book Value | 210238 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18064226 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED PARTNERSHIPS AND OTHER | Description |
| Book Value | 52488428 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 52488428 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITIES TO BENEFICIARIES OF SPLIT INTEREST AGREEMENTS | $2,670,735 |
| PENSION BENEFIT LIABILITIES | $30,879,781 |
| UNEARNED CHALLENGE GRANT | $5,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 39050516 | TotalOfAmounts |
| Total Revenue | 56118312 | TotalRevenue |
| Total Expenses | 78338012 | TotalExpenses |
| Excess Or Deficit For Year | -22219700 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 15895143 | NetUnrealizedGLOnInvestments |
| Other | -$12,429,891 | OtherAmount |
| Total Adjustments | 3465252 | TotalAdjustments |
| Excess Or Deficit Per FS | -18754448 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 79813094 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 15895143 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 465496 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 7473720 | OtherRevenues |
| Revenue Not Rptd F990 | 23834359 | RevenueNotRptdF990 |
| Revenue Subtotal | 55978735 | RevenueSubtotal |
| Investment Expenses Not Included | 139577 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 139577 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 56118312 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 86137651 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 465496 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 7473720 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7939216 | ExpensesNotRptdF990 |
| Expenses Subtotal | 78198435 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 139577 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 139577 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 78338012 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE SYMPHONY RECEIVES A DONATED WATERCOLOR PAINTINGS, WHICH ARE CAPITALIZED AS PART OF IMPROVEMENTS, FURNITURE, AND EQUIPMENT. THE DONATED WATERCOLORS ARE MAINTAINED AS PART OF THE SYMPHONY'S COLLECTION. THE SYMPHONY MAINTAINS OTHER ARTWORK AROUND DAVIES SYMPHONY HALL, BUT NO OTHER ITEMS ARE RECORDED AS ASSETS. | |
| PART V, LINE 4: | TO SUPPORT THE SYMPHONY'S PROGRAMS AND MAINTAIN FINANCIAL STABILITY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE SYMPHONY HAS EVALUATED ITS CURRENT TAX POSITIONS ON UNRELATED BUSINESS INCOME AND HAS CONCLUDED THAT AS OF AUGUST 31, 2012, THE SYMPHONY DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. FOR STATE TAX PURPOSES, THE SYMPHONY IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. FOR FEDERAL TAX PURPOSES, THE SYMPHONY IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN PENSION BENEFIT LIABILITIES -12,429,891. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| SPECIAL EVENTS EXPENSE LINE 8B, PART VIII, FORM 990 6,476,742. COST OF GOODS SOLD LINE 10B, PART VIII, FORM 990 996,978. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SPECIAL EVENTS EXPENSE LINE 8B, PART VIII, FORM 990 6,476,742. COST OF GOODS SOLD LINE 10B, PART VIII, FORM 990 996,978. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
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 Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| SD&A TELESERVICES INC | ||||||||
| 5757 W CENTURY BLVD SUITE 300 | LOS ANGELES | CA | 90045 | CONSULT AND SOLICIT FOR TELEFUNDRAISING | 0 | 1441207 | 436189 | 1005018 |
| THE HOLMAN GROUP | ||||||||
| 6240 PRIMROSE AVENUE | LOS ANGELES | CA | 90068 | ASSIST IN OBTAINING SPONSORSHIPS WITH CORPORATIONS | 0 | 115000 | 23000 | 92000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1556207 | TotalGrossReceipts |
| Total Retained By Contractors | 459189 | TotalRetainedByContractors |
| Total Net To Organization | 1097018 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPENING GALA | NameOfEvent1 |
| Gross Receipts Event1 | 4974812 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 4560191 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 414621 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 16780 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 2137352 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BLACK & WHITE BALL | NameOfEvent2 |
| Gross Receipts Event2 | 3623600 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2671231 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 952369 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 192781 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 3647651 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 905427 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 572666 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 332761 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 27255 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 446740 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 9503839 | GrossReceiptsTotal |
| Charitable Contributions Total | 7804088 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1699751 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 236816 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 6231743 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 6468559 | DirectExpenseSummaryEvents |
| Net Income Summary | -4768808 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| LOWELL HIGH SCHOOL | |||||||||
| 1101 EUCALYPTUS DRIVE | SAN FRANCISCO | CA | 94132 | 946000416 | SCHOOL | 13249 | FMV | TICKETS | TO PROVIDE THE COMMUNITY FREE ACCESS TO SELECT SYMPHONY PERFORMANCES |
| PRESIDIO MIDDLE SCHOOL | |||||||||
| 450 30TH AVENUE | SAN FRANCISCO | CA | 94121 | 946000416 | SCHOOL | 29565 | FMV | TICKETS | TO PROVIDE THE COMMUNITY FREE ACCESS TO SELECT SYMPHONY PERFORMANCES |
| SAN FRANCISCO CONSERVATORY OF MUSIC | |||||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | 941156610 | 501(C)(3) | 29599 | FMV | TICKETS | TO PROVIDE THE COMMUNITY FREE ACCESS TO SELECT SYMPHONY PERFORMANCES |
| RUTH ASAWA SCHOOL OF THE ARTS | |||||||||
| 555 PORTOLA DRIVE | SAN FRANCISCO | CA | 94131 | 946000416 | SCHOOL | 6804 | FMV | TICKETS | TO PROVIDE THE COMMUNITY FREE ACCESS TO SELECT SYMPHONY PERFORMANCES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE SYMPHONY DONATES TICKETS TO VARIOUS ORGANIZATIONS, PREDOMINANTLY RELATED TO EDUCATION. SYMPHONY STAFF MEMBER(S) WORK DIRECTLY WITH THE SCHOOLS AND ATTEND CONCERTS TO PERSONALLY WELCOME THE TEACHERS AND STUDENTS WHO ARE ATTENDING THESE CONCERTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRENT ASSINK | |||||||||||||
| 444361 | 0 | 125000 | 0 | 8302 | 0 | 40268 | 0 | 20926 | 0 | 638857 | 0 | 0 | 0 |
| JAMES KIRK | |||||||||||||
| 199148 | 0 | 0 | 0 | 1979 | 0 | 0 | 0 | 19469 | 0 | 220596 | 0 | 0 | 0 |
| JOHN KIESER | |||||||||||||
| 184354 | 0 | 0 | 0 | 129 | 0 | 29378 | 0 | 1067 | 0 | 214928 | 0 | 0 | 0 |
| MARA FINERTY | |||||||||||||
| 153577 | 0 | 0 | 0 | 54 | 0 | 4264 | 0 | 9273 | 0 | 167168 | 0 | 0 | 0 |
| NAN KEETON | |||||||||||||
| 253393 | 0 | 0 | 0 | 45 | 0 | 8158 | 0 | 19759 | 0 | 281355 | 0 | 0 | 0 |
| ALEXANDER BARANTSCHIK | |||||||||||||
| 490078 | 0 | 0 | 0 | 516 | 0 | 31938 | 0 | 37478 | 0 | 560010 | 0 | 0 | 0 |
| RAGNAR BOHLIN | |||||||||||||
| 173676 | 0 | 0 | 0 | 112045 | 0 | 4818 | 0 | 10283 | 0 | 300822 | 0 | 0 | 0 |
| MARK INOUYE | |||||||||||||
| 253393 | 0 | 0 | 0 | 120 | 0 | 9660 | 0 | 10804 | 0 | 273977 | 0 | 0 | 0 |
| JOHNATHON VINOCOUR | |||||||||||||
| 252108 | 0 | 0 | 0 | 96 | 0 | 3440 | 0 | 15934 | 0 | 271578 | 0 | 0 | 0 |
| CAREY BELL | |||||||||||||
| 231826 | 0 | 0 | 0 | 108 | 0 | 5260 | 0 | 26219 | 0 | 263413 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | THE EXECUTIVE DIRECTOR PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. SFS CONTRIBUTED $16,500 TO THE PLAN IN 2011. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DIXON DOLL | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER IS A GENERAL PARTNER IN A LIMITED PARTNERSHIP | Relationship |
| Amount Of Transaction | 900000 | AmountOfTransaction |
| Description Of Transaction | THE SYMPHONY INVESTED IN A LIMITED PARTNERSHIP IN WHICH A BOARD MEMBER IS A GENERAL PARTNER. FUTURE CAPITAL COMMITMENTS RELATED TO THESE PARTNERSHIPS AS OF 8/31/2012 WAS $2,399,693. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 301226 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ANNUAL SALES REVENUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 86 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1541981 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FOOD/GOODS | 166 | 1110295 | FMV |
| X | SOFTWARE | 1 | 10269 | FMV |
| X | EQUIPMENT | 2 | 242000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS SAKO FISHER AND DORIS FISHER ARE RELATED. SAKO FISHER IS DORIS FISHER'S DAUGHTER-IN-LAW. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE BYLAWS SAY THAT EACH PERSON OR ENTITY WHO OR WHICH HAS SUBSCRIBED TO AT LEAST THREE CONCERTS IN ANY REGULAR SEASON SYMPHONY SERIES OF THE CORPORATION AND HAS CONTRIBUTED AT LEAST $350.00 TO THE CORPORATION DURING A PERIOD OF 12 MONTHS ENDING UPON THE 60TH DAY BEFORE THE ANNUAL OR ANY SPECIAL MEETING OF VOTING MEMBERS SHALL BE A VOTING MEMBER, ENTITLED TO ONE VOTE, AT SUCH ANNUAL OR SPECIAL MEETING. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH PERSON OR ENTITY WHO OR WHICH HAS SUBSCRIBED TO AT LEAST THREE CONCERTS IN ANY REGULAR SEASON SYMPHONY SERIES AND HAS CONTRIBUTED AT LEAST $350 TO THE CORPORATION DURING A PERIOD OF 12 MONTHS ENDING UPON THE 60TH DAY BEFORE THE ANNUAL MEETING SHALL BE A VOTING MEMBER. THE VOTING MEMBERS, AT EACH OF THEIR ANNUAL MEETINGS, SHALL ELECT APPROXIMATELY ONE-THIRD OF THE TOTAL NUMBER OF GOVERNORS, ROUNDED TO SUCH NEAREST WHOLE NUMBER AS DETERMINED BY THE BOARD OF GOVERNORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ON BEHALF OF THE BOARD OF GOVERNORS, THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY TO REVIEW THE SYMPHONY'S FORM 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. THE COMMITTEE IS PROVIDED WITH A COMPLETE COPY OF THE FILING, INCLUDING ALL SUPPORTING SCHEDULES AND ATTACHMENTS. A MEETING OF THE AUDIT COMMITTEE (EITHER IN PERSON OR VIA ELECTRONIC MEANS) SHALL BE HELD TO REVIEW THE 990 FORM WITH MANAGEMENT AND/OR THE PREPARERS. ALL QUESTIONS, COMMENTS AND SUGGESTED REVISIONS SET FORTH BY THE AUDIT COMMITTEE WILL BE DOCUMENTED ALONG WITH THE RESPONSES, IF APPLICABLE AND THE FILING UPDATED OR REVISED AS NECESSARY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SYMPHONY'S CONFLICT OF INTEREST POLICY COVERS GOVERNORS, OFFICERS, EMPLOYEES AND VOLUNTEERS OF THE SAN FRANCISCO SYMPHONY. THE POLICY IS REVIEWED ANNUALLY BY THE COMMITTEE ON GOVERNORS OF THE BOARD OF GOVERNORS, WHO SHALL HAVE FINAL AUTHORITY TO DETERMINE WHAT MAY BE A CONFLICT OF INTEREST AND HOW TO ADDRESS THE CONFLICT. EACH GOVERNOR, COMMITTEE MEMBER, OFFICER AND KEY EMPLOYEE IS REQUIRED TO ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING CONFLICTS OF INTEREST. ONCE IDENTIFIED, CONFLICTS OF INTEREST ARE ADDRESSED AS ESTABLISHED IN THE SYMPHONY'S CONFLICT OF INTEREST POLICY. THE CHIEF FINANCIAL OFFICER OF THE SYMPHONY MAINTAINS THE DISCLOSURE FORMS AND INSURES COMPLIANCE OF THE ESTABLISHED POLICY. GENERALLY, A CONFLICTED PARTY MAY NOT PARTICIPATE IN ANY DISCUSSIONS OR DECISIONS ON MATTERS WHERE THEY MAY BE CONFLICTED. THE CONFLICTED PARTY IS REQUIRED TO DISCLOSE ANY CONFLICTS OR POTENTIAL CONFLICTS ON THE MATTER BEING CONSIDERED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ADMINISTRATIVE COMPENSATION COMMITTEE (COMMITTEE) OF THE BOARD OF GOVERNORS DETERMINES THE COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR (ED) AND THE CHIEF FINANCIAL OFFICER (CFO) OF THE SYMPHONY. THE COMMITTEE WILL MEET ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION AND BENEFIT PACKAGES FOR THE ED AND CFO. THE COMMITTEE RELIES ON COMPARABILITY DATA PREPARED BY THE DIRECTOR OF HUMAN RESOURCES FOR THE SAME OR SIMILAR POSITIONS IN COMPARABLE ORCHESTRAS IN THE UNITED STATES AND SIMILAR POSITIONS FOR NON-PROFITS IN THE SAN FRANCISCO BAY AREA. THE ED AND CFO ARE NOT PRESENT FOR ANY DELIBERATIONS OF THE COMMITTEE NOR DO THEY HAVE ACCESS TO THE INFORMATION PRESENTED TO THE COMMITTEE BY THE DIRECTOR OF HUMAN RESOURCES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE REQUIRED ORGANIZATIONAL DOCUMENTS OF THE SYMPHONY WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT DAVIES SYMPHONY HALL DURING NORMAL BUSINESS HOURS AT NO CHARGE. THE PUBLIC INSPECTION COPY OF THE SYMPHONY'S FORM 990 AND THE AUDITED FINANCIAL REPORTS, FROM THE PREVIOUS THREE YEARS (AT A MINIMUM), WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT DAVIES SYMPHONY HALL DURING NORMAL BUSINESS HOURS AT NO CHARGE. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR FINANCIAL STATEMENTS OR THE FORM 990 BY ANYONE, THE SYMPHONY SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. IN ADDITION, THE SYMPHONY'S FORM 990 IS AVAILABLE TO THE PUBLIC ON THE INTERNET AT GUIDESTAR. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 15,895,143. CHANGE IN PENSION BENEFIT LIABILITIES -12,429,891. TOTAL TO FORM 990, PART XI, LINE 5: 3,465,252. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| POOLED INCOME FUND | |||||||||
| DAVIES SYMPHONY HALL 201 VAN NESS A | SAN FRANCISCO | CA | 94102 | TRUST | CA | SAN FRANCISCO SYMPHONY | T | 68146 | 0.87000 |
| CRUT #1 | |||||||||
| DAVIES SYMPHONY HALL 201 VAN NESS A | SAN FRANCISCO | CA | 94102 | TRUST | CA | SAN FRANCISCO SYMPHONY | T | 125234 | 0.75000 |
| UNITRUST | |||||||||
| DAVIES SYMPHONY HALL 201 VAN NESS A | SAN FRANCISCO | CA | 94102 | TRUST | CA | SAN FRANCISCO SYMPHONY | T | 83762 | 0.55000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |