2024-08-13T16:53:19-05:00 2023-09-30 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2022-10-01 956002375 THE PASADENA SYMPHONY ASSOCIATION % THE PASADENA SYMPHONY ASSOC PASA 6267937172 150 SOUTH LOS ROBLES Suite 460 PASADENA CA 91101 ANDREW BROWN CEO 8187692010 2024-08-12 true Jun Wang P01607042 8187692010 2022 2024-08-08 14:25:15Z ANDREW BROWN 150 SOUTH LOS ROBLES460 PASADENA CA 91101 12740155 false X WWW.PASADENASYMPHONY-POPS.ORG X 1932 CA SEE SCHEDULE O 33 33 316 140 0 2226802 1684701 2451445 2625166 468599 689927 777692 398129 5924538 5397923 0 0 0 0 1714253 2297899 0 0 569409 3945739 3538639 5659992 5836538 264546 -438615 10816416 10960446 1841210 2351207 8975206 8609239 X THE MISSION OF THE PASADENA SYMPHONY ASSOCIATION (PSA) IS TO PROVIDE MUSICAL CONCERTS OF THE HIGHEST QUALITY RANING FROM ORCHESTRAL PERFORMANCES TO WORLD-RENOWNED ARTISTS IN RECITAL, AND TO PROVIDE THE BROADEST ACCESS TO YOUTH EDUCATION PROGRAMS AND THE PERFORMING ARTS THROUGH COMMUNITY ENGAGEMENT AND DIGITAL INNOVATION. IN THE BELIEF THAT MUSIC ENRICHES AND TRANSFORMS THE INDIVIDUAL AND THE COMMUNITY, THE PASADENA SYMPHONY ASSOCIATION SERVCES AS A CURATOR OF CLASSICAL, POPULAR AND NEW MUSIC WITH AN UNWAVERING PURSUIT OF EXCELLENCE AND INCLUSION. false false 1563403 901084 FOUNDED IN 1928, THE PASADENA SYMPHONY HAS BEEN PRESENTING MAJOR ORCHESTRAL WORKS FOR GREATER PASADEANA AREA AUDIENCES FOR NEARLY A CENTURY. THE PASADENA SYMPHONY CURRENTLY PRESENTS A SIX-CONCERT SERIES FREQUENTLY PAIRING CLASSICAL FAVORITES WITH NEW WORKS AT THE HISTORIC AMBASSADOR AUDITORIUM IN PASADENA. 2054068 1411874 PASADENA POPS - IN THE LUSH OUTDOOR SETTING OF THE LOS ANGELES ARBORETUM, THE PASADENA POPS ORCHESTRA PRESENTS SIX SUMMER CONCERTS FEATURING A RANGE OF POPULAR ORCHESTRAL PROGRAMMING CELEBRATING THE MUSIC OF THE GREAT AMERICAN SONGBOOK, BROADWAY, AND FILM, LED BY MULTI-PLATINUM SELLING, TWO-TIME EMMY AND FIVE-TIME GRAMMY AWARD-NOMINATED CONDUCTOR MICHAEL FEINSTEIN. 347447 295210 SINCE 1972, THE PASADENA YOUTH SYMPHONY ORCHESTRA (PYSO) HAS CONTINUALLY OFFERED ROBUST MUSICAL TRAINING AND PERSONAL DEVELOPMENT FOR YOUNG MUSICIANS THROUGHOUT THE SAN GABRIEL VALLEY. PYSO FOSTERS DEDICATION, EXCELLENCE, FELLOWSHIP, AND PASSION IN THE DEVELOPMENT OF THOSE WHO ARE NOT ONLY OUTSTANDING YOUNG MUSICIANS, BUT OUTSTANDING YOUNG INDIVIDUALS. MORE THAN 700 STUDENTS PARTICIPATE IN PYSO FROM MORE THAN 80 DIFFERENT SCHOOLS THROUGHOUT LOS ANGELES COUNTY. PYSO MANAGES 7 CHALLENGING AND RIGOROUS ENSEMBLES THAT SERVE STUDENTS IN GRADES 4-12 ACROSS THE REGION, AND 4 AFTER-SCHOOL ORCHESTRAS SERVING 4 ELEMENTARY SCHOOLS IN THE PASADENA UNIFIED SCHOOL DISTRICT. 458799 16998 4423717 true true false false false false false true false true true true false true true true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 52 0 true 316 true false false false false false true true false false false false false false false false X 33 33 false false false false false false false true true false false true true true true true true true true false CA X X THE PASADENA SYMPHONY ASSOC 6267937172 150 SOUTH LOS ROBLES PASADENA CA 91101 LORA UNGER CHIEF EXECUTIVE OFFICER 40.0 0.0 X X X X 136026 0 0 DIANE C RANKIN BOARD MEMBER 0.5 0.0 X 0 0 0 PRISCILLA MCCLURE SECRETARY 0.5 0.0 X X 0 0 0 ROBERT MICHERO PRESIDENT 0.5 0.0 X X 0 0 0 KIMBERLY S WINICK VICE PRESIDENT INVESTMENT 0.5 0.0 X X 0 0 0 CARL COOPER BOARD MEMBER 0.5 0.0 X X 0 0 0 BARBARA STEINWEDELL VICE PRESIDENT DEVELOPMENT 0.5 0.0 X X 0 0 0 REGGIE WILSON VICE PRESIDENT PERSONNEL 0.5 0.0 X X 0 0 0 PAMELA ACKRICH BOARD MEMBER 0.5 0.0 X 0 0 0 CLARA MAARSE BOARD MEMBER 0.5 0.0 X 0 0 0 FREDDI HILL BOARD MEMBER 0.5 0.0 X 0 0 0 RAYMOND KEPNER BOARD MEMBER 0.5 0.0 X 0 0 0 DR ALAN FISHER BOARD MEMBER 0.5 0.0 X 0 0 0 DR ANNETTE L ERMSHAR VICE PRESIDENT GOVERNANCE 0.5 0.0 X X 0 0 0 ELIZABETH GROSSMAN BESCH BOARD MEMBER 0.5 0.0 X 0 0 0 CRAIG COLBATH BOARD MEMBER 0.5 0.0 X 0 0 0 M BRIAN MCMAHON BOARD MEMBER 0.5 0.0 X 0 0 0 MARYAM SHAH-HOSSEINI BOARD MEMBER 0.5 0.0 X 0 0 0 JOSEPH GROSSO BOARD MEMBER 0.5 0.0 X 0 0 0 GREG HOLCOMB VICE PRESIDENT COMMUNITY ENGAG 0.5 0.0 X X 0 0 0 LESLIE HOCKETT MARBLE VICE PRESIDENT DEVELOPMENT 0.5 0.0 X X 0 0 0 STEPHEN MIYABE BOARD MEMBER 0.5 0.0 X 0 0 0 SHADI SANBAR Executive Vice President 0.5 0.0 X X 0 0 0 ANNELIA SARGENT BOARD MEMBER 0.5 0.0 X 0 0 0 KATERINE A WOLKING VICE PRESIDENT FINANCE 0.5 0.0 X X 0 0 0 CATHERINE TINK CHENEY BOARD MEMBER 0.5 0.0 X 0 0 0 SANFORD FREY BOARD MEMBER 0.5 0.0 X 0 0 0 JEFF HACKER BOARD MEMBER 0.5 0.0 X 0 0 0 JUDY KOLB BOARD MEMBER 0.5 0.0 X 0 0 0 DR PHILIP PEARSON BOARD MEMBER 0.5 0.0 X 0 0 0 STEVEN T ROSEN MD BOARD MEMBER 0.5 0.0 X 0 0 0 VICTORIA SCHWARTZ BOARD MEMBER 0.5 0.0 X 0 0 0 IDOYA URRUTIA BOARD MEMBER 0.5 0.0 X 0 0 0 136026 0 0 1 false false false 0 92367 1592334 1684701 TICKET SALES 711320 2312958 2312958 HOLIDAY LOOK IN HOME TOUR 711320 1683 1683 EDUCATIONAL PROGRAMS 711130 295210 295210 PROGRAMS ADS 711320 15315 15315 2625166 273059 273059 0 0 0 0 0 7759100 7342232 416868 416868 161854 0 161854 0 0 0 0 0 0 MISCELLANEOUS INCOME 236275 236275 236275 5397923 2625166 509334 0 0 0 0 136026 27206 40808 68012 0 1743731 1503604 34063 206064 0 258877 173329 84890 658 159265 67040 91985 240 0 2288 2288 98575 98575 0 0 30664 30664 0 503131 466706 1599 34826 277397 45827 231060 510 0 0 99275 99275 0 0 0 0 0 95358 95358 32847 32847 ARTISTIC & PRODUCTION EXPENSE 418094 418094 PRODUCTION EXPENSES 1557230 1556512 718 PROGRAM EXPENSES 140101 140101 FUNDRAISING & DEVELOPMENT 283679 25298 258381 5836538 4423717 843412 569409 3549936 1027327 0 0 345834 11850 0 0 0 0 0 0 0 0 0 0 34726 164516 800267 515832 364796 284435 0 0 6521124 8881688 0 0 0 0 0 590630 10816416 10960446 299488 879055 0 0 1391822 1326739 0 0 0 0 0 0 0 0 0 0 149900 145413 1841210 2351207 X 3798471 3857272 5176735 4751967 8975206 8609239 10816416 10960446 -438615 72648 X false true true false X 1898316 1326597 2418619 2226802 1684701 9555035 0 0 1898316 1326597 2418619 2226802 1684701 9555035 0 9555035 162588 169564 155062 213743 273059 974016 0 178177 33720 59206 199183 236275 706561 11235612 0.85042 0.86553 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125000 false 5176735 27500 -157919 263685 30664 4751967 6094438 300000 -925085 237047 55571 5176735 4957429 408137 1004039 221213 53954 6094438 4665717 150138 406180 216191 48415 4957429 4653694 272665 213054 47588 4665717 true false 800268 515832 284436 284436 MONEY MARKET FUNDS 2698584 F FIXED INCOME SECURITIES 1902222 F EQUITY SECURITIES 4111492 F SPLIT INTEREST AGREEMENT 169390 F 8881688 ROU ASSET 662949 ROU ASSET ACCUMULATED AMORT -72319 590630 0 SBA EIDL 145413 145413 5470573 72650 72650 5397923 5397923 5866011 5866011 5866011 PART III, LINE 1B: MUSIC LIBRARY PART X, LINE 2: PSA IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. IN ADDITION, PSA QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY PSA IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE PSA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MOONLIGHT 306547 143793 162754 205755 HOLIDAY LOOK IN 176844 68846 107998 120196 0 0 0 0 0 483391 212639 270752 325951 325951 -55199 false false false FORM 990, PART I, LINE 1: The mission of the Pasadena Symphony Association (PSA) is to provide musical concerts of the highest quality ranging from orchestral performances to world-renowned artists in recital, and to provide the broadest access to youth education programs and the performing arts through community engagement and digital innovation. In the belief that music enriches and transforms the individual and the community, the vision of Pasadena Symphony Association is to serve as a curator of classical, popular and new music with an unwavering pursuit of excellence and inclusion. FORM 990, PART VI, SECTION A, LINE 7A: GOVERNANCE COMMITTEE RECOMMENDS NEW ADDITIONS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11: CURRENTLY THE FORM 990 IS INITIATED BY THE CFO AND THE ACCOUNTING FIRM. THE FORM 990 IS REVIEWED BY THE CEO, PRESIDENT AND VP OF FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C: THE GOVERNANCE COMMITTEE MONITORS AND COMMUNICATES TO THE BOARD ON THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15: THE PERSONNEL COMMITTEE RESEARCHES, RECOMMENDS AND REPORTS TO THE BOARD THAT THE PROPOSED COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER IS WITHIN INDUSTRY STANDARD FOR THE PURPOSES OF OBTAINING BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 5, CHANGE IN NET ASSETS: NET UNREALIZED LOSS FROM INVESTMENTS: $72,648 FORM 990, PART III, LINE 4D Music Under The Stars - Music Under the Stars is an annual free family concert for the community presented by Pasadena Symphony and POPS that takes place on the steps of the Pasadena City Hall, that has become a perennial summer tradition for Pasadena families. Student Access Program - Launched in 2015, the PSA's Student Access program provides thousands of young people and their parents/caregivers no-cost access to our concerts. This family-friendly program not only offers first time exposure to live symphonic music, it makes participation available to families of all walks of life.