VERMONT SYMPHONY ORCHESTRA INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- VERMONT SYMPHONY ORCHESTRA INC (EIN 03-0222134)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-01-14
- IRS object ID
- 201120149349300802
- Schema version
- 2009v1.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-14T08:23:07-08:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE W TAPIA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5777 | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030222134 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERMONT SYMPHONY ORCHESTRA ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VERM | NameControl |
| Phone | 8028645741 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 CHURCH STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN JORDAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8028645741 | Phone |
| Date Signed | 2011-01-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALLACE W TAPIA | Name |
| Phone | 8028636370 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALAN JORDAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 CHURCH STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3317018 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.vso.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1938 | YearFormation |
| State Legal Domicile | VT | StateLegalDomicile |
| Activity Or Mission Description | The Vermont Symphony Orchestra fosters and encourages the appreciation of music in all forms, with emphasis on orchestral, choral, and chamber music. It raises the standard of musical education and enjoyment, and provides quality performances for a broad and diverse public throughout the State of Vermont. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 891834 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1230017 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 548621 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 598878 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -27249 | InvestmentIncomePriorYear |
| Investment Income Current Year | 60590 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 90479 | OtherRevenuePriorYear |
| Other Revenue Current Year | 111551 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1503685 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2001036 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 357300 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 330858 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 177774 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1292214 | OtherExpensePriorYear |
| Other Expenses Current Year | 1087456 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1649514 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1418314 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -145829 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 582722 | RevenuesLessExpensesCY |
| Total Assets BOY | 3058855 | TotalAssetsBOY |
| Total Assets EOY | 3625697 | TotalAssetsEOY |
| Total Liabilities BOY | 475284 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 500717 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2583571 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3124980 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Vermont Symphony Orchestra fosters | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 783441 | Expense |
| Revenue | 497555 | Revenue |
| Description | CORE PERFORMANCES INCLUDE THE MASTERWORKS SERIES, HOLIDAY POPS, SUMMER FESTIVAL TOUR, AND BRASS QUINTET WITH NEARLY 22,000 IN ATTENDANCE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 130574 | Expense |
| Revenue | 37352 | Revenue |
| Description | THE "MADE IN VERMONT" TOUR PRESENTS ORCHESTRAL PERFORMANCES IN SMALL TOWNS THROUGHOUT VERMONT; OVER 2,200 IN ATTENDANCE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 174098 | Expense |
| Revenue | 63971 | Revenue |
| Description | OTHER PROGRAMS INCLUDE VARIOUS EDUCATIONAL AND SMALL GROUP PERFORMANCES INCLUDING THE "SYMPHONY KIDS" PROGRAM; NEARLY 30,000 IN ATTENDANCE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1088113 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | true | 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 |
| 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 | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 125 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | true | 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 | true | LocalChapters |
| Policies Reference Chapters | true | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARGOT KELSH | NamePerson |
| Telephone Number | 8028645741 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 CHURCH STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|
| ALAN JORDAN | ||||||
| Executive Director | 40.00 | X | 82086 | 0 | 12796 | |
| KEN SQUIER | ||||||
| Chairperson | 3.00 | X | 0 | 0 | 0 | X |
| BRIAN HARWOOD | ||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | X |
| MARGARET JENSEN | ||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | X |
| ANTHONY KVEDAR | ||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X |
| SYLVIA ROBISON | ||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X |
| ANDREA FORREST BROCK | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| RALPH COLIN | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| EDWIN COLODNY | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| PEREZ EHRICH | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| MIRIAM ADAMS HOWLAND | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| MADELEINE KUNIN | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| ELIZABETH MILLER | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| VIRGINIA ROTH | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| JESSE SAMMIS | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| RICHARD SCHNEIDER | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| MALCOLM SEVERANCE | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| JOHN TAMPAS | ||||||
| Director | 1 | X | ||||
| GAETANO VICINELLI | ||||||
| Director | 1 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 82086 | TotalReportableCompFromOrg |
| Total Other Compensation | 12796 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Membership Dues | 157805 | MembershipDues |
| Government Grants | 137257 | GovernmentGrants |
| All Other Contributions | 934955 | AllOtherContributions |
| Noncash Contributions | 264669 | NoncashContributions |
| Total Contributions | 1230017 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Performance Revenue | Description |
| Business Code | 711130 | BusinessCode |
| Total Revenue Column | 598878 | TotalRevenueColumn |
| Related Or Exempt Function Income | 598878 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 598878 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43380 | TotalRevenueColumn |
| Exclusion | $43,380 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1292915 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1275705 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17210 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17210 | TotalRevenueColumn |
| Exclusion | $17,210 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 97456 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 32758 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64698 | TotalRevenueColumn |
| Exclusion | $64,698 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 7430 | GrossSalesOfInventory |
| Cost Of Goods Sold | 7519 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -89 | TotalRevenueColumn |
| Exclusion | -$89 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Program Advertising | 900099 | 36793 | $36,793 |
| Miscellaneous | 900099 | 10149 | $10,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 46942 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2001036 | TotalRevenueColumn |
| Related Or Exempt Function Income | 598878 | RelatedOrExemptFunctionIncome |
| Exclusion | $172,141 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94882 | Total |
| Program Services | 33209 | ProgramServices |
| Management And General | 33209 | ManagementAndGeneral |
| Fundraising | 28464 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191130 | Total |
| Program Services | 87178 | ProgramServices |
| Management And General | 37885 | ManagementAndGeneral |
| Fundraising | 66067 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5316 | Total |
| Program Services | 2804 | ProgramServices |
| Management And General | 231 | ManagementAndGeneral |
| Fundraising | 2281 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17859 | Total |
| Program Services | 6056 | ProgramServices |
| Management And General | 3051 | ManagementAndGeneral |
| Fundraising | 8752 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21671 | Total |
| Program Services | 7503 | ProgramServices |
| Management And General | 7324 | ManagementAndGeneral |
| Fundraising | 6844 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9975 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 9975 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9941 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 9941 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540932 | Total |
| Program Services | 522777 | ProgramServices |
| Management And General | 18155 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95543 | Total |
| Program Services | 95543 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35261 | Total |
| Program Services | 14457 | ProgramServices |
| Management And General | 7757 | ManagementAndGeneral |
| Fundraising | 13047 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24930 | Total |
| Program Services | 24930 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75836 | Total |
| Program Services | 59570 | ProgramServices |
| Management And General | 6065 | ManagementAndGeneral |
| Fundraising | 10201 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75560 | Total |
| Program Services | 67127 | ProgramServices |
| Management And General | 3145 | ManagementAndGeneral |
| Fundraising | 5288 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1846 | Total |
| Program Services | 757 | ProgramServices |
| Management And General | 406 | ManagementAndGeneral |
| Fundraising | 683 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7570 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 7570 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15093 | Total |
| Program Services | 6188 | ProgramServices |
| Management And General | 3320 | ManagementAndGeneral |
| Fundraising | 5585 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20153 | Total |
| Program Services | 11579 | ProgramServices |
| Management And General | 3197 | ManagementAndGeneral |
| Fundraising | 5377 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Concert equipment & supplies | 141477 | 141477 | 0 | 0 |
| Fundraising expenses | 18574 | 0 | 0 | 18574 |
| Dues & subscriptions | 4730 | 4730 | 0 | 0 |
| Increase reserve for uncoll. pledges | 4600 | 0 | 0 | 4600 |
| Other expenses | 5435 | 2228 | 1196 | 2011 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1418314 | Total |
| Program Services | 1088113 | ProgramServices |
| Management And General | 152427 | ManagementAndGeneral |
| Fundraising | 177774 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7050 | BOY |
| EOY | 17071 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1007061 | BOY |
| EOY | 859496 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25484 | BOY |
| EOY | 14207 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69342 | BOY |
| EOY | 101809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 252034 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 153726 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107037 | BOY |
| EOY | 98308 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1724115 | BOY |
| EOY | 2407505 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118766 | BOY |
| EOY | 127301 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3058855 | BOY |
| EOY | 3625697 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141878 | BOY |
| EOY | 52908 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238406 | BOY |
| EOY | 272809 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95000 | BOY |
| EOY | 175000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475284 | BOY |
| EOY | 500717 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -456770 | BOY |
| EOY | -403425 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190864 | BOY |
| EOY | 149007 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2849477 | BOY |
| EOY | 3379398 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2583571 | BOY |
| EOY | 3124980 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3058855 | BOY |
| EOY | 3625697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 | 714893 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 621103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2432810 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 891834 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1230017 | CurrentTaxYear |
| Total | 5890657 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 714893 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 621103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2432810 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 891834 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1230017 | CurrentTaxYear |
| Total | 5890657 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1255683 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4634974 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12997 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20356 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27951 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27793 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43380 | CurrentTaxYear |
| Total | 132477 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6552 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11769 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10149 | CurrentTaxYear |
| Total | 40463 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6063597 | TotalSupport |
| Gross Receipts From Admissions Etc | 3656008 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75490 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
| Facts And Circumstances Test | OTHER INCOME PART II, LINE 10; DESCRIPTION: MISCELLANEOUS INCOME; 2005: 6795.; 2006: 6552.; 2007: 5198.; 2008: 11769.; 2009: 10149.; | FactsAndCircumstancesTest |
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 | 1724115 | BeginningOfYearBalance |
| Contributions | 696939 | Contributions |
| Investment Earnings Or Losses | 7708 | InvestmentEarningsOrLosses |
| Other Expenditures | 21257 | OtherExpenditures |
| End Of Year Balance | 2407505 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 935615 | BeginningOfYearBalance |
| Contributions | 835000 | Contributions |
| Investment Earnings Or Losses | -12745 | InvestmentEarningsOrLosses |
| Other Expenditures | 33755 | OtherExpenditures |
| End Of Year Balance | 1724115 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 208832 | OtherCostOrOtherBasis |
| Depreciation | 135870 | Depreciation |
| Book Value | 72962 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43202 | OtherCostOrOtherBasis |
| Depreciation | 17856 | Depreciation |
| Book Value | 25346 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 98308 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Beneficial interest in assets held by others | Description |
| Book Value | 127301 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 127301 | TotalBookValueOtherAssets |
| Total Revenue | 2001036 | TotalRevenue |
| Total Expenses | 1418314 | TotalExpenses |
| Excess Or Deficit For Year | 582722 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -41313 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -41313 | TotalAdjustments |
| Excess Or Deficit Per FS | 541409 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2218785 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 228726 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 40277 | OtherRevenues |
| Revenue Not Rptd F990 | 269003 | RevenueNotRptdF990 |
| Revenue Subtotal | 1949782 | RevenueSubtotal |
| Investment Expenses Not Included | 9941 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 41313 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 51254 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2001036 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1677376 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 228726 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 40277 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 269003 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1408373 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 9941 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 9941 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1418314 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt V Line 4 | The organization has a variety of permanently restricted funds |
| with some supporting specific concerts, specific orchestral services and educational activities but with the majority supporting general operations. | |
| Pt XII Line 2d | Special event expenses $32,758; cost of goods sold $7,519 |
| Pt XII Line 4b | Unrealized losses of $41,313 netted in investment income on financial statements. |
| Pt XIII Line 2d | See Part XII Line 2d above. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Waltz Night | NameOfEvent1 |
| Gross Receipts Event1 | 56505 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 56505 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7211 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 11360 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 8228 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Radio Auction | NameOfEvent2 |
| Gross Receipts Event2 | 22450 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 22450 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 3263 | OtherDirectExpensesEvent2 |
| Gross Receipts Other Events | 18501 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 18501 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 2696 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 97456 | GrossReceiptsTotal |
| Gross Revenue Total Events | 97456 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7211 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11360 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 14187 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 32758 | DirectExpenseSummaryEvents |
| Net Income Summary | 64698 | NetIncomeSummary |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENNETH SQUIER WDEV RADIO | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Director | Relationship |
| Amount Of Transaction | 6100 | AmountOfTransaction |
| Description Of Transaction | Radio Advertising | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 262919 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average Share Price | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Used Computer Equipment | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1750 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Estimated FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI-A, Line 7a | The Organization's membership is responsible for electing its |
| governing Board of Directors but does not have the power to ratify | |
| or approve the acts of the Board of Directors. | |
| Pt VI-B, Line 11A | A draft version of the Form 990 is reviewed by the Executive Director |
| and by the Treasurer, who reports to the Finance Committee. | |
| A final version is made available to the Board prior to filing. | |
| Pt VI-B, Line 12c | The Organization circulates conflict disclosure statements annually |
| which are compiled by the Executive Director and retained on file. | |
| Pt VI-B, Line 15 | Independent Board members review salary comparability data and |
| contemporaneously substantiate their deliberations related to | |
| the annual compensation review of the Executive Director. | |
| Pt VI-C, Line 19 | Although the Organization has never received a request for its |
| organizational documents or Conflict of Interest Policy, | |
| it makes these documents available to the general public upon request. | |
| The Organization's financial statements are available on its website. |