2024-05-15T11:00:56-05:00 2023-06-30 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2022-07-01 953635496 Pacific Symphony % SEAN SUTTON PACI 7147555788 17620 Fitch 100 Irvine CA 92614 SEAN SUTTON EXECUTIVE VP AND COO 7147555788 2024-05-15 true SEAN SUTTON 999009999 richard l ruvelson P00234075 9492612808 2024-05-15 3 2022 2023-04-26 12:10:37Z SEAN SUTTON 17620 Fitch 100 Irvine CA 92614 31290988 false X WWW.PACIFICSYMPHONY.ORG X 1980 CA Performs inspiring, entertaining, and healing music, connect communities through diverse programming, inspire youth, provide therapeutic benefit, & promote the well-being. 73 72 473 1650 0 0 21971736 12848468 7284876 8408164 315799 833663 1298025 1635252 30870436 23725547 0 0 0 0 12496652 13081143 56121 32052 1918457 9195175 10833990 21747948 23947185 9122488 -221638 53774912 55229756 5694284 4754122 48080628 50475634 Pacific Symphony, a cornerstone cultural organization serving Orange County, reaches over 250,000 individuals annually with diverse orchestral performances, chamber music, opera, choral music, and premieres of new works. Broadcasting 12 Classical Series Performances on KUSC radio expands the Symphony's reach. Through education and community engagement programs like Heartstrings, Symphony in the Cities, The Lantern Festival, and Symphony on the Go, tens of thousands of community members gain free access to the Symphony's offerings. 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OF MAJOR giFTS 40.0 0.0 X 162392 0 5710 EILEEN JEANETTE VP of ARTISTIC & ORCH. 40.0 0.0 X 155435 0 10624 Jesse Hiser SR DIRECTOR OF FINANCE 40.0 0.0 X 132661 0 7664 JENNISE HWANG MUSICIAN 14.0 0.0 X 132383 0 0 JOSEPH SCHILLACI DIRECTOR OF MAJOR GIFTS 40.0 0.0 X 127974 0 1970 SUSAN MILLER KOTES VP - EDUCATION & COMMUNITY ENG 40.0 0.0 X 114005 0 8852 MR AUTHUR ONG BOARD CHAIR 5.0 0.0 X X 0 0 0 MR JOHN R EVANS BOARD AFFAIRS, IMMEDIATE PAST 5.0 0.0 X X 0 0 0 MR MARK NIELSEN VICE CHAIR, FINANCE & TREASURE 5.0 0.0 X X 0 0 0 MS SUSAN ANDERSON VICE CHAIR, DEVELOPMENT 5.0 0.0 X X 0 0 0 MRS LEONA ARONOFF-SADACCA VICE CHAIR, DEVELOPMENT 0.5 0.0 X 0 0 0 MS LINDSAY AYERS IMMEDIATE PAST CHAIR 0.5 0.0 X 0 0 0 MR RICH BRIDGFORD SECRETARY 0.5 0.0 X 0 0 0 MR ERIC CHAMBERLAIN DIRECTOR 0.5 0.0 X 0 0 0 DR JO ELLEN ALLEN-CHATHAM DIRECTOR 0.5 0.0 X 0 0 0 MR PATRICK CHENG DIRECTOR 0.5 0.0 X 0 0 0 MRS CAROL CHOI DIRECTOR 0.5 0.0 X 0 0 0 MR BOB DAVEY DIRECTOR 0.5 0.0 X 0 0 0 MRS GINNY DAVIES DIRECTOR 0.5 0.0 X 0 0 0 MR WILLIAM DOLAN DIRECTOR 0.5 0.0 X 0 0 0 MS LUCY DUNN DIRECTOR 0.5 0.0 X 0 0 0 MS BARBARA FOSTER DIRECTOR 0.5 0.0 X 0 0 0 MRS MARIA FRANCIS DIRECTOR 0.5 0.0 X 0 0 0 MR MICHAEL S GORDON DIRECTOR 0.5 0.0 X 0 0 0 MR NICHOLAS GREENKO DIRECTOR 0.5 0.0 X 0 0 0 MR ANDY HANSON DIRECTOR 0.5 0.0 X 0 0 0 DR DONALD HECHT DIRECTOR 0.5 0.0 X 0 0 0 MR BRIAN HERVEY DIRECTOR 0.5 0.0 X 0 0 0 MRS MICHELLE HOROWITZ DIRECTOR 0.5 0.0 X 0 0 0 MR JAMES NEWTON HOWARD DIRECTOR 0.5 0.0 X 0 0 0 MR DONALD HU DIRECTOR 0.5 0.0 X 0 0 0 MR JERRY HUANG DIRECTOR 0.5 0.0 X 0 0 0 MR REZA JAHANGIRI DIRECTOR 0.5 0.0 X 0 0 0 MR JOHN MARK JENNINGS DIRECTOR 0.5 0.0 X 0 0 0 MR SETH JOHNSON DIRECTOR 0.5 0.0 X 0 0 0 DR EDWARD KIM DIRECTOR 0.5 0.0 X 0 0 0 MS JOANN LEATHERBY DIRECTOR 0.5 0.0 X 0 0 0 MS AGNES LEW DIRECTOR 0.5 0.0 X 0 0 0 MS ROBIN LIU DIRECTOR 0.5 0.0 X 0 0 0 MR PHILLIP N LYONS DIRECTOR 0.5 0.0 X 0 0 0 MS DIANA MARTIN DIRECTOR 0.5 0.0 X 0 0 0 MS PATRICIA MCAULEY DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID V MELILLI DIRECTOR 0.5 0.0 X 0 0 0 MS LOUISE MERAGE DIRECTOR 0.5 0.0 X 0 0 0 MR ABBAS MOHADDES DIRECTOR 0.5 0.0 X 0 0 0 MRS HAYDEE MOLLURA DIRECTOR 0.5 0.0 X 0 0 0 MR TIMOTHY J MOLNAR DIRECTOR 0.5 0.0 X 0 0 0 MR MAURICE MURRAY DIRECTOR 0.5 0.0 X 0 0 0 MS TAWNI NGUYEN DIRECTOR 0.5 0.0 X 0 0 0 MS STACEY NICHOLAS DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID ONTKO DIRECTOR 0.5 0.0 X 0 0 0 MS ANOOSHEH OSKOUIAN DIRECTOR 0.5 0.0 X 0 0 0 MS KARIN L PEARSON DIRECTOR 0.5 0.0 X 0 0 0 MR JOHN PELLER DIRECTOR 0.5 0.0 X 0 0 0 MS JUDITH POSNIKOFF DIRECTOR 0.5 0.0 X 0 0 0 MRS MICHELLE ROH DIRECTOR 0.5 0.0 X 0 0 0 MRS CHIYO ROWE DIRECTOR 0.5 0.0 X 0 0 0 MR ED SACHS DIRECTOR 0.5 0.0 X 0 0 0 MR SCOTT SEIGEL DIRECTOR 0.5 0.0 X 0 0 0 MS RONNA SHIPMAN DIRECTOR 0.5 0.0 X 0 0 0 DR EVAN B SIEGEL DIRECTOR 0.5 0.0 X 0 0 0 MR HON H WARREN SIEGEL DIRECTOR 0.5 0.0 X 0 0 0 MR RONALD M SIMON DIRECTOR 0.5 0.0 X 0 0 0 MR AL SPECTOR DIRECTOR 0.5 0.0 X 0 0 0 MRS ELIZABETH STAHR DIRECTOR 0.5 0.0 X 0 0 0 MR WALTER STAHR DIRECTOR 0.5 0.0 X 0 0 0 MC SUNGAILA DIRECTOR 0.5 0.0 X 0 0 0 MS CAROLANN TASSIOS DIRECTOR 0.5 0.0 X 0 0 0 MR ANDY THORBURN DIRECTOR 0.5 0.0 X 0 0 0 MR CHRISTOPHER TOWER DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID TROOB DIRECTOR 0.5 0.0 X 0 0 0 MR BART VAN AARDENNE DIRECTOR 0.5 0.0 X 0 0 0 MR FRAMROZE VIRJEE DIRECTOR 0.5 0.0 X 0 0 0 MR HENRY WALKER DIRECTOR 0.5 0.0 X 0 0 0 MS JUDY WHITMORE DIRECTOR 0.5 0.0 X 0 0 0 MRS NANCY WONG DIRECTOR 0.5 0.0 X 0 0 0 MRS JANE FUJISHIGE YADA DIRECTOR 0.5 0.0 X 0 0 0 MR CHARLES ZHANG DIRECTOR 0.5 0.0 X 0 0 0 2379407 0 107140 13 false true false SEGESTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 RENTAL & SERVIC 2564445 PATINA CATERING 1150 S Olive St Ste TGL25 LOS ANGELES CA 90015 EVENTS CATERING 329106 OCDM MARKETING COMPANY 2672 Dow Ave TUSTIN CA 92780 PRINTING/ADVERTISING 284499 BRITE IDEAS BY GREG CHRISTY INC 23161 Antonio Pkwy RANCHO SANTA MARGARITA CA 92688 STAGE LIGHTING-GALA 255770 WILLIAM MORRIS ENDEAVOR ENTERTAINME 9601 Wilshire Blvd BEVERLY HILLS CA 902105213 GUEST ARTIST FEES/EX 247487 19 1183511 344000 11320957 2285838 12848468 CONCERT TICKET SALES 711190 6737493 6737493 CONTRACTED CONCERTS 711190 1282149 1282149 EDN. 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PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARDS RELATED TO ACCOUNTING AND REPORTING FOR UNCERTAINITY IN INCOME TAXES. FOR THE SYMPHONY, THESE STANDARDS COULD BE APPLICABLE TO THE INCURRENCE OF ANY UNRELATED BUSINESS INCOME ATTRIBUTABLE TO THE SYMPHONY. BECAUSE OF THE GENERAL TAX-EXEMPT STATUS, THESE STANDARDS ARE NOT ANTICIPATED TO HAVE A MATERIAL IMPACT ON THE SYMPHONY'S FINANCIAL STATEMENTS. PART XI, LINE 4B: ENDOWMENT CAMPAIGN EXPENSES - $ 174,839 CHANGE IN VALUE OF BENEFICIAL INTEREST - $ 83,872 PART XII, LINE 4B: ENDOWMENT CAMPAIGN EXPENSES - $174,839 X X X X X X X true THEATER DIRECT INC 4213 W Burbank Blvd Burbank CA 91505 TELEFUNDING false 95997 25412 62778 95997 25412 62778 GALA 2282743 680883 1601860 458004 OPENING NIGHT 533350 173850 359500 176350 1 512978 328778 184200 143339 3329071 1183511 2145560 777693 777693 1367867 SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: THEATER DIRECT, INC. (I) ADDRESS OF FUNDRAISER: 4213 W. BURBANK BLVD, BURBANK, CA 91505 PART I, LINE 2B, COLUMN (V): THE FEES PAID TO THEATER DIRECT, INC. IN THE AMOUNT OF $25,412 WAS THE AGREED UPON AMOUNT FOR TELEFUNDING ACTIVITIES. X false true X X X false false false false false false false false false Mr JOHN E FORSYTE PRESIDENT 325190 0 30000 0 7800 0 22500 0 6236 0 391726 0 0 0 MR SEAN SUTTON EVP & COO 178791 0 12500 0 0 0 5792 0 9854 0 206937 0 0 0 MR CARL ST CLAIR MUSIC DIRECTOR 461206 0 0 0 14000 0 0 0 14712 0 489918 0 0 0 Mr GREGORY COX VP of DEV.& EXT. relations 221500 0 18500 0 0 0 7200 0 6026 0 253226 0 0 0 EILEEN JEANETTE VP of ARTISTIC & ORCH. 145435 0 10000 0 0 0 4713 0 5911 0 166059 0 0 0 Nikki Crabtree-Palley SR. DIR. OF MAJOR giFTS 159392 0 3000 0 0 0 5307 0 403 0 168102 0 0 0 MR DENNIS KIM Concertmaster 266624 0 5263 0 13183 0 0 0 0 0 285070 0 0 0 PART I, LINE 1A: MR. CARL ST. CLAIR RECEIVES A HOUSING ALLOWANCE THAT IS INCLUDED IN HIS REPORTABLE COMPENSATION. STEPHANIE SMITH NIECE OF SUSAN ANDERSON, BOD VICE CHAIR, DEVELOPMENT 59845 EMPLOYEE - SPECIAL PROJ. MNGR. false PART IV, LINE 1, COLUMN B: (B) Relationship between interested person and the organization - NIECE OF SUSAN ANDERSON, BOD VICE CHAIR, DEVELOPMENT. X 11 2100838 FMV X GALA 8 185000 FMV false false true SCHEDULE M, PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B). SCHEDULE M, PART I, LINE 32B: MAIN MANAGEMENT, THE ORGANIZATION'S ENDOWMENT ADVISORS, MANAGES THE PROCESS OF RECEIVING AND SELLING THE STOCK GIFTS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B: THE BOARD NOMINATES BOARD MEMBERS FOR THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL DOCUMENTS BEFORE THEY ARE SUBMITTED AND FINALIZED. THE FULL FORM 990, AS FILED WITH THE GOVERNMENT, IS REVIEWED BY THE AUDIT COMMITTEE. ADDITIONALLY, THE FULL FORM 990, WAS DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE BOARD HAS INSTITUTED AN ANNUAL STATEMENT OF COMPLIANCE WHICH IS DISTRIBUTED TO ALL BOARD MEMBERS TO COMPLETE. THIS ANNUAL DISCLOSURE IS USED TO MONITOR TRANSACTIONS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15: ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND BOARD APPROVAL FOR THE COMPENSATION PROCESS. FORM 990, PART VI, SECTION C, LINE 18: THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE BOARD OF DIRECTORS HAD CONSTITUED AN AUDIT COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN THE CURRENT REPORTING PERIOD. FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES: MANAGEMENT AND GENERAL EXPENSES INCLUDE ALL MARKETING COSTS. THERE ARE NO MARKETING EXPENSES REFLECTED IN PROGRAM SERVICES. FORM 990, PART VI, SECTION A, LINE 2: MRS. ELIZABETH STAHR and MR. WALTER STAHR are mother and son, and both are directors of the board of directors. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: Change in value of beneficial interest - $(83,872)