Civic Intelligence

Seattle Symphony Foundation

990 • Fiscal year 2014 • EIN 91-1351925

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 13, 2015

Organization ProfileWWW.SEATTLESYMPHONY.ORG
PO Box 2190698111-3906

(206) 215-4700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

8th percentile

0.03x

Higher debt load relative to revenue than 8% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

96th percentile

68%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

17th percentile

$127,945

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

89th percentile

24%

Faster asset growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$32,513,000

Up $6,196,512 (+24%) from 2013

Net Assets

Up

$32,322,059

Up $6,333,263 (+24%) from 2013

Liabilities

Down

$190,941

Down $136,751 (-42%) from 2013

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin96th percentile

Revenue

$6,775,117

No earlier filing loaded for comparison.

Expenses

Down

$2,154,509

Down $102,084 (-4.5%) from 2013

Net Income

$4,620,608

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $24,450,501Liabilities 2010: $280,042Net Assets 2010: $24,170,4592010Assets 2011: $26,064,288Liabilities 2011: $223,585Net Assets 2011: $25,840,7032011Assets 2012: $25,867,247Liabilities 2012: $244,050Net Assets 2012: $25,623,1972012Assets 2013: $26,316,488Liabilities 2013: $327,692Net Assets 2013: $25,988,7962013Assets 2014: $32,513,000Liabilities 2014: $190,941Net Assets 2014: $32,322,0592014Assets 2015: $33,619,268Liabilities 2015: $310,302Net Assets 2015: $33,308,9662015Assets 2016: $35,162,474Liabilities 2016: $309,987Net Assets 2016: $34,852,4872016Assets 2017: $36,046,080Liabilities 2017: $298,875Net Assets 2017: $35,747,2052017Assets 2018: $36,767,447Liabilities 2018: $239,972Net Assets 2018: $36,527,4752018Assets 2019: $35,808,304Liabilities 2019: $191,795Net Assets 2019: $35,616,5092019Assets 2020: $39,712,910Liabilities 2020: $171,492Net Assets 2020: $39,541,4182020Assets 2021: $45,740,973Liabilities 2021: $182,183Net Assets 2021: $45,558,7902021Assets 2022: $41,683,868Liabilities 2022: $179,027Net Assets 2022: $41,504,8412022Assets 2023: $43,445,293Liabilities 2023: $173,874Net Assets 2023: $43,271,4192023Assets 2024: $49,172,703Liabilities 2024: $170,099Net Assets 2024: $49,002,6042024

Highlighted filing

2014

Assets$32,513,000
Liabilities$190,941
Net Assets$32,322,059
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $1,675,6022010Expenses 2011: $730,5472011Expenses 2012: $2,529,9952012Expenses 2013: $2,256,5932013Revenue 2014: $6,775,117Expenses 2014: $2,154,509Net Income 2014: $4,620,6082014Revenue 2015: $7,797,500Expenses 2015: $2,199,422Net Income 2015: $5,598,0782015Revenue 2016: $3,716,127Expenses 2016: $2,101,392Net Income 2016: $1,614,7352016Revenue 2017: $975,868Expenses 2017: $2,164,616Net Income 2017: -$1,188,7482017Revenue 2018: $921,273Expenses 2018: $2,289,751Net Income 2018: -$1,368,4782018Revenue 2019: $1,333,307Expenses 2019: $2,356,433Net Income 2019: -$1,023,1262019Revenue 2020: $2,977,491Expenses 2020: $1,864,450Net Income 2020: $1,113,0412020Revenue 2021: $2,180,352Expenses 2021: $1,759,673Net Income 2021: $420,6792021Revenue 2022: $3,508,429Expenses 2022: $1,837,747Net Income 2022: $1,670,6822022Revenue 2023: $7,550,149Expenses 2023: $1,982,229Net Income 2023: $5,567,9202023Revenue 2024: $4,890,345Expenses 2024: $2,098,132Net Income 2024: $2,792,2132024

Highlighted filing

2014

Revenue$6,775,117
Expenses$2,154,509
Net Income$4,620,608
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 13, 2015
Return Version
2013v4.0
Gross Receipts
$8,696,788
Mission and Program Overview

Mission

The primary purpose of the seattle symphony foundation is to aid and support the seattle symphony orchestra.

To aid and support the seattle symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,681,285$23,575,071▲ $1,893,786
Other Notes and Loans Receivable, Net$3,800,000$3,800,000→ $0
Pledges and Grants Receivable$112,500$3,715,261▲ $3,602,761
Savings and Temporary Cash Investments$31,795$815,845▲ $784,050
Cash and Non-Interest-Bearing Accounts$64,218$20,128▼ $44,090
Accounts Receivable$5,650$0▼ $5,650
Total Assets$26,316,488$32,513,000▲ $6,196,512
Other Assets Total$621,040$586,695▼ $34,345
Liabilities
Other Liabilities$204,443$190,941▼ $13,502
Accounts Payable and Accrued Expenses$123,249$0▼ $123,249
Total Liabilities$327,692$190,941▼ $136,751
Net Assets / Fund Balance
Permanently Rstr Net Assets$19,627,589$24,284,379▲ $4,656,790
Unrestricted Net Assets$5,901,094$6,971,924▲ $1,070,830
Temporarily Rstr Net Assets$460,113$1,065,756▲ $605,643
Total Net Assets Fund Balance$25,988,796$32,322,059▲ $6,333,263
Total Liabilities and Net Assets / Fund Balance$26,316,488$32,513,000▲ $6,196,512

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$25,154,752$975,645▲ $4,119,676-$28,155,564
2012$25,324,926$58,046▲ $2,530,019$561,646$25,154,752
2011$25,300,209$116,581▲ $2,160,329-$25,107,124
2010$19,644,758$4,010,454▲ $2,294,039-$25,300,209
2009$19,670,735$123,987▲ $1,459,940-$19,644,758
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Maureen Campbell MelvilleVP of FinancePT$127,945$127,945

Board Members and Trustees

NameTitle
Jean-francois HeitzPresident
Kathleen WrightVice President
David TanDirector
Girish NairDirector
J Pierre LoebelDirector
Laurel NesholmDirector
Muriel Van HousenDirector
Rick WhiteDirector
V WoolstonDirector
Irwin TreigerSecretary
Michael SlonskiSecretary
Marco AbbruzzeseTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Campbell & CoFundraising Consulting-$138,223
Revenue and Support

Revenue Composition

Contributions and Grants
$6,035,645
Program Service Revenue
$0
Investment Income
$739,472
Other Revenue
$0
All Other Contributions
$6,035,469
Change in Net Assets
$4,620,608

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$25,080Fair Market Value
Total Noncash Contributions3$25,080-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,775,117
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$91,444
Total Revenue per Audited Statements
$6,866,561
Total Revenue per Form 990
$6,775,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,681,211
Total Fundraising Expense$338,426
Salaries, Compensation, and Employee Benefits$205,644
Other Expenses$148,012
Professional Fundraising Fees$119,642

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,681,211--$1,681,211
Other Salaries and Wages--$185,966$185,966
Fees for Services Professional Fundraising--$119,642$119,642
Fees for Services Management-$100,000-$100,000
Fees for Services Accounting-$26,971-$26,971
Other Employee Benefits--$12,882$12,882
Fees for Services Other-$7,117-$7,117
Payroll Taxes--$6,796$6,796
Office Expenses-$400$463$863
Travel--$411$411
Other Expenses-$22$292$314
Total Functional Expenses$1,681,211$134,872$338,426$2,154,509

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,154,509
Expenses Not Reported on Financial Statements$1,681,211
Other Expense Adjustments$1,681,211
Total Expenses per Audited Statements$533,298
Expenses per Audited Statements$473,298
Expenses Not Reported on Form 990$60,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
91-0667412-509(a)(1)General Support$1,681,211
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$119,642
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuity Payable$190,941
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jean-francois heitz, marco abbruzzese, j. Pierre loebel, laurel nesholm, michael slonski, v. Woolston and maureen campbell melville have a business relationship.”

Form 990, Part VI, Section A, Line 7A

“The bylaws allow for the seattle symphony orchestra, the supported organization, to select six board members for the seattle symphony foundation.”

Form 990, Part VI, Section B, Line 11

“Prior to filing, the controller and the vice president of finance conduct a detailed review of form 990 and related schedules. The board president and audit committee also review the report prior to filing. A public disclosure copy of the return is available to all board members at the seattle symphony foundation's offices.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request.”

FORM 990, PART VI, SECTION B, LINES 12-14;

“The foundation follows the policies and procedures of the seattle symphony orchestra regarding conflict of interest, whistleblower policy, and document retention and destruction. These policies and procedures are in place primarily due to 1) a majority of the foundation directors are also directors of the symphony, and 2) management services for the foundation are provided by symphony staff.”

Filing and Contact Details

Filer

EIN
91-1351925
Phone
2062154700

Signing Officer

Name
Maureen Campbell Melville
Title
Vice President of Finance
Phone
2062154700
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean-francois Heitz
Formed
1986
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Preparer
Sara Elizabeth J Hyre
Phone
4254544919
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

“There were 12 volunteer board members during the year.”

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreements -6,466. Adjustment for present value discount -1,317,239. Loss on uncollectible pledge -60,000.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's articles of incorporation provide that up to 7.5% of the 36 month rolling average of the endowment value be distributed annually to the seattle symphony orchestra to support its operations.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreements -6,466. Transfers for symphony operations -1,681,211. Adjustment for present value discount -1,317,239.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on uncollectible pledge 60,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Transfers for symphony operations 1,681,211.”

Raw XML AppendixShowing 400 of 582 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-85
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01681211
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01681211
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01681211
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01921586
IRS990/GrossReceiptsAmt08696788
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0739557
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0739557
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021681285
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023575071
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01921671
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY PURPOSE OF THE SEATTLE SYMPHONY FOUNDATION IS TO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025988796
IRS990/NetAssetsOrFundBalancesEOYAmt032322059
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-85
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-85
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03096360
IRS990/NoncashContributionsAmt025080
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0463
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0400
IRS990/OfficeExpensesGrp/TotalAmt0863
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0621040
IRS990/OtherAssetsTotalGrp/EOYAmt0586695
IRS990/OtherChangesInNetAssetsAmt0-1383705
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012882
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012882
IRS990/OtherExpensesGrp/Desc0CULTIVATION
IRS990/OtherExpensesGrp/Desc1PARKING/BUS PASS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3FOOD & BEVERAGE
IRS990/OtherExpensesGrp/FundraisingAmt010392
IRS990/OtherExpensesGrp/FundraisingAmt11353
IRS990/OtherExpensesGrp/FundraisingAmt2229
IRS990/OtherExpensesGrp/FundraisingAmt3292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0362
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122
IRS990/OtherExpensesGrp/TotalAmt010392
IRS990/OtherExpensesGrp/TotalAmt11353
IRS990/OtherExpensesGrp/TotalAmt2591
IRS990/OtherExpensesGrp/TotalAmt3314
IRS990/OtherLiabilitiesGrp/BOYAmt0204443
IRS990/OtherLiabilitiesGrp/EOYAmt0190941
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0185966
IRS990/OtherSalariesAndWagesGrp/TotalAmt0185966
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03800000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03800000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06796
IRS990/PayrollTaxesGrp/TotalAmt06796
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt019627589
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt024284379
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0112500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03715261
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEAN-FRANCOIS HEITZ
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt058046
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01917385
IRS990/PYInvestmentIncomeAmt0786514
IRS990/PYOtherExpensesAmt0134213
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1412033
IRS990/PYSalariesCompEmpBnftPaidAmt035967
IRS990/PYTotalExpensesAmt02256593
IRS990/PYTotalProfFndrsngExpnsAmt0169028
IRS990/PYTotalRevenueAmt0844560
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04620608
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031795
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0815845
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0GRANTS PAID TO SEATTLE SYMPHONY ORCHESTRA: 1,681,211 EXPENSES PAID TO SEATTLE SYMPHONY ORCHESTRA: 533,298 TOTAL: 2,214,509
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910667412
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02214509
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SEATTLE SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02214509
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.24760
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0473298
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025154752
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0975645
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt028155564
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01621211
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04119676
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0339208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt025324926
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt058046
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025154752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01857385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02530019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0561646
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0137375
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025300209
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0116581
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt025107124
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02332620
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02160329
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0149042
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt019644758
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04010454
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025300209
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0500000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02294039
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0129207
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt019670735
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0123987
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt019644758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01480697
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01459940
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt060000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01681211
IRS990ScheduleD/ExpensesSubtotalAmt0473298
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03096360
IRS990ScheduleD/OtherExpensesIncludedAmt060000
IRS990ScheduleD/OtherExpensesNotIncludedAmt01681211
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0190941
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherRevenueAmt0-3004916
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.73070
IRS990ScheduleD/RevenueNotReportedAmt091444
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06775117
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE 36 MONTH ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -6,466. TRANSFERS FOR SYMPHONY OPERATIONS -1,681,211. ADJUSTMENT FOR PRESENT VALUE DISCOUNT -1,317,239.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON UNCOLLECTIBLE PLEDGE 60,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3TRANSFERS FOR SYMPHONY OPERATIONS 1,681,211.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02170
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02154509
IRS990ScheduleD/TotalLiabilityAmt0190941
IRS990ScheduleD/TotalRevenuePerForm990Amt06775117
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06866561
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0533298
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAPITAL CAMPAIGN CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,513,000
Liabilities
$190,941
Net assets
$32,322,059
Revenue
$6,775,117
Expenses
$2,154,509
Net income
$4,620,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.2$0.17$49.0$4.89$2.10$2.79
2023Detailed filing. Detailed filing data is available for this year.$43.4$0.17$43.3$7.55$1.98$5.57
2022Detailed filing. Detailed filing data is available for this year.$41.7$0.18$41.5$3.51$1.84$1.67
2021Detailed filing. Detailed filing data is available for this year.$45.7$0.18$45.6$2.18$1.76$0.42
2020Detailed filing. Detailed filing data is available for this year.$39.7$0.17$39.5$2.98$1.86$1.11
2019Detailed filing. Detailed filing data is available for this year.$35.8$0.19$35.6$1.33$2.36$1.02
2018Detailed filing. Detailed filing data is available for this year.$36.8$0.24$36.5$0.92$2.29$1.37
2017Detailed filing. Detailed filing data is available for this year.$36.0$0.30$35.7$0.98$2.16$1.19
2016Detailed filing. Detailed filing data is available for this year.$35.2$0.31$34.9$3.72$2.10$1.61
2015Detailed filing. Detailed filing data is available for this year.$33.6$0.31$33.3$7.80$2.20$5.60
2014Detailed filing. Detailed filing data is available for this year.$32.5$0.19$32.3$6.78$2.15$4.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$0.33$26.0$2.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.24$25.6$2.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$0.22$25.8$0.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$0.28$24.2$1.68