Civic Intelligence

Seattle Symphony Foundation

990 • Fiscal year 2015 • EIN 91-1351925

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 13, 2016

PO Box 21906Seattle, WA 98111-3906

(206) 215-4700

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

10th percentile

0.04x

Higher debt load relative to revenue than 10% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

58th percentile

3.4%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Up

$33,619,268

Up $1,106,268 (+3.4%) from 2014

Net Assets

Up

$33,308,966

Up $986,907 (+3.1%) from 2014

Liabilities

Up

$310,302

Up $119,361 (+63%) from 2014

Revenue

Up

$7,797,500

Up $1,022,383 (+15%) from 2014

Expenses

Up

$2,199,422

Up $44,913 (+2.1%) from 2014

Net Income

Up

$5,598,078

Up $977,470 (+21%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$33,619,268
Liabilities$310,302
Net Assets$33,308,966

Operations Trend

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

2015

Revenue$7,797,500
Expenses$2,199,422
Net Income$5,598,078
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 13, 2016
Return Version
2014v6.0
Gross Receipts
$7,822,931
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$23,575,071$21,060,069▼ $2,515,002
Pledges and Grants Receivable$3,715,261$5,553,647▲ $1,838,386
Other Notes and Loans Receivable, Net$3,800,000$3,440,000▼ $360,000
Cash and Non-Interest-Bearing Accounts$20,128$1,549,272▲ $1,529,144
Savings and Temporary Cash Investments$815,845$512,209▼ $303,636
Total Assets$32,513,000$33,619,268▲ $1,106,268
Other Assets Total$586,695$1,504,071▲ $917,376
Liabilities
Other Liabilities$190,941$182,693▼ $8,248
Accounts Payable and Accrued Expenses$0$127,609▲ $127,609
Total Liabilities$190,941$310,302▲ $119,361
Net Assets / Fund Balance
Permanently Rstr Net Assets$24,284,379$27,265,598▲ $2,981,219
Unrestricted Net Assets$6,971,924$5,535,312▼ $1,436,612
Temporarily Rstr Net Assets$1,065,756$508,056▼ $557,700
Total Net Assets Fund Balance$32,322,059$33,308,966▲ $986,907
Total Liabilities and Net Assets / Fund Balance$32,513,000$33,619,268▲ $1,106,268

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$28,155,564$285▲ $198,915-$26,215,342
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Maureen Campbell MelvilleVice President & CFOPT$131,689$131,689

Board Members and Trustees

NameTitle
Jean-francois HeitzPresident
Kathleen WrightVice President
Brian GrantDirector
David TanDirector
J Pierre LoebelDirector
James BiancoDirector
Laurel NesholmDirector
Muriel Van HousenDirector
Rick WhiteDirector
Michael SlonskiSecretary
Marco AbbruzzeseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,125,716
Program Service Revenue
$0
Investment Income
$671,784
Other Revenue
$0
All Other Contributions
$7,125,481
Change in Net Assets
$5,598,078

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
Secur Prtnrshp Trust Intrsts1$1,000,000Fair Market Value
Securities Publicly Traded2$25,431Fair Market Value
Total Noncash Contributions3$1,025,431-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,797,500
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-6,311,456
Total Revenue per Audited Statements
$1,486,044
Total Revenue per Form 990
$7,797,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,700,285
Total Fundraising Expense$360,648
Salaries, Compensation, and Employee Benefits$258,977
Other Expenses$175,079
Professional Fundraising Fees$65,081

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,700,285--$1,700,285
Other Salaries and Wages--$258,977$258,977
Fees for Services Management-$100,000-$100,000
Fees for Services Professional Fundraising--$65,081$65,081
Fees for Services Accounting-$30,865-$30,865
Advertising--$15,923$15,923
Fees for Services Other-$7,151$1,255$8,406
Other Expenses--$1,190$1,190
Office Expenses-$400-$400
All Other Expenses-$73-$73
Total Functional Expenses$1,700,285$138,489$360,648$2,199,422

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,199,422
Expenses Not Reported on Financial Statements$1,700,285
Other Expense Adjustments$1,700,285
Expenses per Audited Statements$499,137
Total Expenses per Audited Statements$499,137
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seattle Symphony OrchestraSeattle, WA509(a)(1)General Support$1,700,285
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$65,081
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$182,693
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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, james bianco, brian grant, laurel nesholm, michael slonksi, 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 B, Line 12C

The interested persons covered under the conflict of interest policy include directors of the seattle symphony foundation. After a potential conflict of interest is identified, a disinterested person or committee investigates the potential conflict and determines if any alternative solutions are available. If a more advantageous transaction is available that does not give rise to a conflict of interest, that alternative is preferred. If an alternative is not available, the issue is discussed with the board of directors. The board shall determine by a majority vote of the disinterested board members whether the transaction is in the best interest of the foundation and for its own benefit.

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 13-14;

The foundation follows the policies and procedures of the seattle symphony orchestra regarding 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

Filer Name
Seattle Symphony Foundation
EIN
91-1351925
Phone
2062154700
Address
PO BOX 21906, SEATTLE, WA 98111-3906

Signing Officer

Name
Maureen Campbell Melville
Title
Vice President & CFO
Phone
2062154700
Signed
2016-07-13
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
15

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1700, BELLEVUE, WA 98004
Preparer
Sara Elizabeth J Hyre
Phone
4254544919
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

There were 11 volunteer board members and 4 volunteers serving on the investment advisory committee during the year.

FORM 990, PART XI, LINE 9:

Change in value of split interest agreements 15,502. Adjustment for present value discount -4,154,114.

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 15,502. Transfers for symphony operations -1,700,285. Adjustment for present value discount -4,154,114.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Transfers for symphony operations 1,700,285.

Raw XML AppendixShowing 400 of 586 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/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT & CFO
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01700285
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01700285
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt025455
IRS990/GrossReceiptsAmt07822931
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0671760
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0671760
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023575071
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021060069
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt025431
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/NetAssetsOrFundBalancesBOYAmt032322059
IRS990/NetAssetsOrFundBalancesEOYAmt033308966
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-472559
IRS990/NoncashContributionsAmt01025431
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0400
IRS990/OfficeExpensesGrp/TotalAmt0400
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0586695
IRS990/OtherAssetsTotalGrp/EOYAmt01504071
IRS990/OtherChangesInNetAssetsAmt0-4138612
IRS990/OtherExpensesGrp/Desc0FOOD & BEVERAGE
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt016059
IRS990/OtherExpensesGrp/FundraisingAmt12163
IRS990/OtherExpensesGrp/FundraisingAmt21190
IRS990/OtherExpensesGrp/TotalAmt016059
IRS990/OtherExpensesGrp/TotalAmt12163
IRS990/OtherExpensesGrp/TotalAmt21190
IRS990/OtherLiabilitiesGrp/BOYAmt0190941
IRS990/OtherLiabilitiesGrp/EOYAmt0182693
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0258977
IRS990/OtherSalariesAndWagesGrp/TotalAmt0258977
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03800000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03440000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt024284379
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt027265598
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03715261
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05553647
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEAN-FRANCOIS HEITZ
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06035645
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01681211
IRS990/PYInvestmentIncomeAmt0739472
IRS990/PYOtherExpensesAmt0148012
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04620608
IRS990/PYSalariesCompEmpBnftPaidAmt0205644
IRS990/PYTotalExpensesAmt02154509
IRS990/PYTotalProfFndrsngExpnsAmt0119642
IRS990/PYTotalRevenueAmt06775117
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05598078
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0815845
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0512209
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0AMOUNT OF SUPPORT PAID: GRANTS PAID TO SEATTLE SYMPHONY ORCHESTRA: 1,700,285 EXPENSES PAID TO SEATTLE SYMPHONY ORCHESTRA: 499,137 TOTAL: 2,199,422
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 11H, COLUMN (VII);
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910667412
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02199422
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SEATTLE SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02199422
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/BoardDesignatedBalanceEOYPct00.21110
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0499137
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt028155564
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0285
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026215342
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01640285
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0198915
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0473298
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt025154752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0975645
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt028155564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01621211
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04119676
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0339208
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025324926
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt058046
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt025154752
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01857385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02530019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0561646
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0137375
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025300209
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0116581
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025107124
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02332620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02160329
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0149042
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt019644758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04010454
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025300209
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0500000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02294039
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01700285
IRS990ScheduleD/ExpensesSubtotalAmt0499137
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-472559
IRS990ScheduleD/OtherExpensesNotIncludedAmt01700285
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0182693
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherRevenueAmt0-5838897
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78480
IRS990ScheduleD/RevenueNotReportedAmt0-6311456
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07797500
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 15,502. TRANSFERS FOR SYMPHONY OPERATIONS -1,700,285. ADJUSTMENT FOR PRESENT VALUE DISCOUNT -4,154,114.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRANSFERS FOR SYMPHONY OPERATIONS 1,700,285.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00410
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02199422
IRS990ScheduleD/TotalLiabilityAmt0182693
IRS990ScheduleD/TotalRevenuePerForm990Amt07797500
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01486044
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0499137
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAPITAL CAMPAIGN CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-65081
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0CAMPBELL & CO
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt065081
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0ONE E WACKER SUITE 3350
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd060601
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0WA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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