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Nonprofiteer
← PACIFIC SYMPHONY

Form 990 for tax year 2022

Filed by PACIFIC SYMPHONY.

Totals

Total revenue
$23,725,547
Total expenses
$23,947,185
Contributions and grants received
$12,848,468
Grants paid
$0
Program service revenue
$8,408,164
Investment income
$833,663
Other revenue
$1,635,252
Total assets, end of year
$55,229,756
Total liabilities, end of year
$4,754,122
Net assets or fund balances, end of year
$50,475,634
Program services expenses (Part IX)
$16,212,576
Management and general expenses
$5,816,152
Fundraising expenses
$1,918,457
Program service expenses (Part III)
$16,212,576

Program services were 67.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $1,183,511

  • 1e · Government grants (contributions)

    $344,000

  • 1f · All other contributions, gifts and grants

    $11,320,957

  • 1g · Noncash contributions included above

    $2,285,838

  • 2a · Program service revenue: CONCERT TICKET SALES

    total $6,737,493 · related or exempt $6,737,493

  • 2b · Program service revenue: CONTRACTED CONCERTS

    total $1,282,149 · related or exempt $1,282,149

  • 2c · Program service revenue: EDN. PROGRAMS/CONCERTS

    total $388,522 · related or exempt $388,522

  • 3 · Investment income

    total $739,982 · excluded $739,982

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $6,861,052

  • 7b · Less cost or other basis and sales expenses

    securities $6,767,371

  • 7c · Gain or loss

    securities $93,681

  • 7d · Net gain or loss

    total $93,681 · excluded $93,681

  • 8a · Fundraising events: gross income

    $2,145,560

  • 8a · Fundraising events: contributions included on line 1c

    $1,183,511

  • 8b · Fundraising events: direct expenses

    $777,693

  • 8c · Net income from fundraising events

    total $1,367,867 · excluded $1,367,867

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $47,708

  • 10b · Cost of goods sold

    $20,377

  • 10c · Net income from sales of inventory

    total $27,331 · related or exempt $27,331 · unrelated business $0

  • 11a · Other revenue: MISCELLANEOUS

    total $240,054 · related or exempt $240,054

  • 11e · Other revenue, total

    $240,054

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $1,811,339 · program services $778,175 · management and general $530,966 · fundraising $502,198

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $9,112,450 · program services $6,995,777 · management and general $1,585,875 · fundraising $530,798

  • 8 · Pension plan contributions

    total $741,352 · program services $703,527 · management and general $32,258 · fundraising $5,567

  • 9 · Other employee benefits

    total $644,293 · program services $434,471 · management and general $155,995 · fundraising $53,827

  • 10 · Payroll taxes

    total $771,709 · program services $565,633 · management and general $134,249 · fundraising $71,827

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $502,016 · program services $410,000 · management and general $92,016

  • 11c · Fees: accounting

    total $83,540 · management and general $83,540

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $32,052 · fundraising $32,052

  • 11f · Fees: investment management

    total $95,204 · management and general $95,204

  • 11g · Fees: other

    total $641,937 · program services $48,574 · management and general $364,398 · fundraising $228,965

  • 12 · Advertising and promotion

    total $2,077,909 · management and general $1,670,124 · fundraising $407,785

  • 13 · Office expenses

    total $478,409 · program services $32,776 · management and general $377,593 · fundraising $68,040

  • 14 · Information technology

    total $268,558 · management and general $268,558

  • 15 · Royalties

    total $81,840 · program services $81,840

  • 16 · Occupancy

    total $210,758 · program services $139,100 · management and general $71,658

  • 17 · Travel

    total $70,700 · program services $13,985 · management and general $46,169 · fundraising $10,546

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $13,501 · program services $2,476 · management and general $8,445 · fundraising $2,580

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $412,629 · program services $272,335 · management and general $140,294

  • 23 · Insurance

    total $144,915 · program services $54,084 · management and general $90,831

  • 24a · Other expenses: PRODUCTION & EXHIBITION

    total $4,878,764 · program services $4,878,764

  • 24b · Other expenses: EDUCATIONAL PROGRAMS

    total $744,245 · program services $744,245

  • 24c · Other expenses: OTHER

    total $129,065 · program services $56,814 · management and general $67,979 · fundraising $4,272

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $844,238 · end of year $5,137,479

  • 2 · Savings and temporary cash investments

    beginning of year $10,649,270 · end of year $3,199,325

  • 3 · Pledges and grants receivable

    beginning of year $6,125,950 · end of year $9,409,791

  • 4 · Accounts receivable

    beginning of year $2,339,898 · end of year $1,251,241

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $805,754 · end of year $838,168

  • 10a · Land, buildings and equipment: cost or other basis

    $9,459,073

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,912,570

  • 10c · Land, buildings and equipment, net

    beginning of year $6,877,347 · end of year $6,546,503

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $25,958,255 · end of year $28,673,049

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $174,200 · end of year $174,200

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,789,038 · end of year $2,081,683

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $2,905,246 · end of year $2,672,439

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $12,416,584 · end of year $12,662,950

  • 28 · Net assets with donor restrictions

    beginning of year $35,664,044 · end of year $37,812,684

Mission and programs · 2022

Mission

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. Pacific Symphony's commitment extends to music education, providing assemblies in elementary schools and training over 300 middle and high school students yearly through Pacific Symphony Youth Ensembles.

Activities or mission (Part I)

Performs inspiring, entertaining, and healing music, connect communities through diverse programming, inspire youth, provide therapeutic benefit, & promote the well-being.

  • CLASSICAL, POPS CONCERTS, OUTDOOR CONCERTS, CONCERTS FOR BALLET, CHORALE GROUPS AND OTHER ORGANIZATIONS APPROXIMATELY 125,000 OF EXPERIENCES PROVIDED.

    Expenses $12,991,197 · Revenue $6,737,493

  • EDUCATIONAL EVENTS AND COMMUNITY OUTREACH PROGRAMS INCLUDING APPRECIATION OF MUSIC IN SCHOOL PROGRAMS, FAMILY CONCERTS, YOUTH ORCHESTRA AND OTHERS APPROXIMATELY 100,000 EXPERIENCES PROVIDED.

    Expenses $3,221,379 · Revenue $1,670,671

As filed on the 2022 return.

Listed in Part VII

  • Mr Carl St Clair

    MUSIC DIRECTOR

    Total calculated
    $489,918
    From this org
    $475,206
    From related orgs
    $0
    Other
    $14,712
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $461,206
    Bonus
    $0
    Other
    $14,000
    Deferred
    $0
    Nontaxable benefits
    $14,712
    Filer's total
    $489,918
  • Mr JOHN E FORSYTE

    PRESIDENT

    Total calculated
    $391,726
    From this org
    $362,990
    From related orgs
    $0
    Other
    $28,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,190
    Bonus
    $30,000
    Other
    $7,800
    Deferred
    $22,500
    Nontaxable benefits
    $6,236
    Filer's total
    $391,726
  • Mr Dennis Kim

    Concertmaster

    Total calculated
    $285,070
    From this org
    $285,070
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,624
    Bonus
    $5,263
    Other
    $13,183
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $285,070
  • Mr GREGORY COX

    VP of DEV.& EXT. relations

    Total calculated
    $253,226
    From this org
    $240,000
    From related orgs
    $0
    Other
    $13,226
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,500
    Bonus
    $18,500
    Other
    $0
    Deferred
    $7,200
    Nontaxable benefits
    $6,026
    Filer's total
    $253,226
  • Mr Sean Sutton

    EVP & COO

    Total calculated
    $206,937
    From this org
    $191,291
    From related orgs
    $0
    Other
    $15,646
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,791
    Bonus
    $12,500
    Other
    $0
    Deferred
    $5,792
    Nontaxable benefits
    $9,854
    Filer's total
    $206,937
  • Nikki Crabtree-Palley

    SR. DIR. OF MAJOR giFTS

    Total calculated
    $168,102
    From this org
    $162,392
    From related orgs
    $0
    Other
    $5,710
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,392
    Bonus
    $3,000
    Other
    $0
    Deferred
    $5,307
    Nontaxable benefits
    $403
    Filer's total
    $168,102
  • Eileen Jeanette

    VP of ARTISTIC & ORCH.

    Total calculated
    $166,059
    From this org
    $155,435
    From related orgs
    $0
    Other
    $10,624
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,435
    Bonus
    $10,000
    Other
    $0
    Deferred
    $4,713
    Nontaxable benefits
    $5,911
    Filer's total
    $166,059
  • Jesse Hiser

    SR DIRECTOR OF FINANCE

    Total calculated
    $140,325
    From this org
    $132,661
    From related orgs
    $0
    Other
    $7,664
    Hours/week
    40
  • Jennise Hwang

    MUSICIAN

    Total calculated
    $132,383
    From this org
    $132,383
    From related orgs
    $0
    Other
    $0
    Hours/week
    14
  • Joseph Schillaci

    DIRECTOR OF MAJOR GIFTS

    Total calculated
    $129,944
    From this org
    $127,974
    From related orgs
    $0
    Other
    $1,970
    Hours/week
    40
  • Susan Miller Kotes

    VP - EDUCATION & COMMUNITY ENG

    Total calculated
    $122,857
    From this org
    $114,005
    From related orgs
    $0
    Other
    $8,852
    Hours/week
    40
  • Mr Authur Ong

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Mr John R Evans

    BOARD AFFAIRS, IMMEDIATE PAST

    Total calculated
    $0
    Hours/week
    5
  • Mr Mark Nielsen

    VICE CHAIR, FINANCE & TREASURE

    Total calculated
    $0
    Hours/week
    5
  • Ms Susan Anderson

    VICE CHAIR, DEVELOPMENT

    Total calculated
    $0
    Hours/week
    5
  • Mrs Leona Aronoff-Sadacca

    VICE CHAIR, DEVELOPMENT

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Lindsay Ayers

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Rich Bridgford

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Eric Chamberlain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Dr Jo Ellen Allen-Chatham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Patrick Cheng

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Carol Choi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Bob Davey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Ginny Davies

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr William Dolan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Lucy Dunn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Barbara Foster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Maria Francis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Michael S Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Nicholas Greenko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Andy Hanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Dr Donald Hecht

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Brian Hervey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Michelle Horowitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr James Newton Howard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Donald Hu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Jerry Huang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Reza Jahangiri

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr John Mark Jennings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Seth Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Dr Edward Kim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Joann Leatherby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Agnes Lew

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Robin Liu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Phillip N Lyons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Diana Martin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Patricia McAuley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr David V Melilli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Louise Merage

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Abbas Mohaddes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Haydee Mollura

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Timothy J Molnar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Maurice Murray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Tawni Nguyen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Stacey Nicholas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr David Ontko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Anoosheh Oskouian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Karin L Pearson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr John Peller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Judith Posnikoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Michelle Roh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Chiyo Rowe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Ed Sachs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Scott Seigel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Ronna Shipman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Dr Evan B Siegel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Hon H Warren Siegel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Ronald M Simon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Al Spector

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Elizabeth Stahr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Walter Stahr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mc Sungaila

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Carolann Tassios

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Andy Thorburn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Christopher Tower

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr David Troob

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Bart Van Aardenne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Framroze Virjee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Henry Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ms Judy Whitmore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Nancy Wong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Jane Fujishige Yada

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mr Charles Zhang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A:
MR. CARL ST. CLAIR RECEIVES A HOUSING ALLOWANCE THAT IS INCLUDED IN HIS REPORTABLE COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349306965

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