2024-03-10T12:49:36-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 900 TACOMA WA 98402 990 2022-07-01 916087694 OLYMPIA SYMPHONY ORCHESTRA OLYM 3607530074 3400 CAPITOL BLVD S OLYMPIA WA 985013351 LENA MENDIOLA PRESIDENT 3607530074 2024-03-06 1 LENA MENDIOLA 999009999 0 ROSALINDA MARIKAR CPA P01684134 2532721555 2024-03-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LENA MENDIOLA 3400 CAPITOL BLVD S OLYMPIA WA 985013351 440689 0 X OLYMPIASYMPHONY.ORG X 1952 WA TO PROVIDE THE HIGHEST QUALITY LIVE MUSIC TO ENRICH, EDUCATE AND ENTERTAIN AN EXPANDING AUDIENCE. 11 11 115 35 0 0 226084 265721 169076 154483 61116 16475 29740 -2171 486016 434508 0 0 0 0 257661 316727 0 0 30076 171213 151315 428874 468042 57142 -33534 986238 1026237 36046 56656 950192 969581 X TO PROVIDE THE HIGHEST QUALITY LIVE MUSIC TO ENRICH, EDUCATE AND ENTERTAIN AN EXPANDING AUDINECE. 0 0 341953 154483 BETWEEN JULY 1 2022 AND JUNE 30 2023 THE OLYMPIA SYMPHONY PRESENTED SEVEN ORCHESTRAL CONCERTS, INCLUDING ONE WHICH WAS FREE TO THE PUBLIC. THIS FREE OUTDOOR SUMMER CONCERT FEATURED A COLLABORATION WITH 150 YOUTH MUSICIANS FROM OLYMPIA AND SEATTLE, AND DREW AN AUDIENCE OF APPROXIMATELY 1,500. GUEST ARTISTS FROM PHILADELPHIA, BALTIMORE, AND SEATTLE PERFORMED WITH THE OLYMPIA SYMPHONY'S ENSEMBLE OF 65 LOCAL PROFESSIONAL MUSICIANS, UNDER THE LEADERSHIP OF MUSIC DIRECTOR ALEXANDRA ARRIECHE. CONCERTS AT THE WASHINGTON CENTER FOR THE PERFORMING ARTS AND KENNETH J. MINNAERT CENTER FOR THE ARTS SERVED A COMBINED AUDIENCE OF ALMOST 4,500, INCLUDING A SOLD-OUT MOVIE-MUSIC CONCERT. OVER 1,000 TICKETS WERE DISTRIBUTED FREE OF CHARGE TO SCHOOLS AND SERVICE ORGANIZATIONS. NUMEROUS SMALL ENSEMBLES VISITED RETIREMENT COMMUNITIES, COMMUNITY ARTS FESTIVALS, AND FUNDRAISING EVENTS. 22722 BETWEEN JULY 1 2022 AND JUNE 30 2023 THE OLYMPIA SYMPHONY INITIATED A YOUNG ARTISTS COMPETITION, INVITING YOUTH MUSICIANS TO AUDITION FOR THE OPPORTUNITY TO PERFORM AS A SOLOIST WITH THE ORCHESTRA. WINNERS (JUNIOR, SENIOR, AND AUDIENCE-CHOICE) WERE SELECTED FROM A POOL OF CANDIDATES RANGING FROM SEATTLE TO SAN FRANCISCO CA, EACH RECEIVING PERSONAL MENTORSHIP AND INSTRUCTION FROM MUSIC DIRECTOR ALEXANDRA ARRIECHE. AREA YOUTH MUSICIANS ALSO RECEIVED FREE MASTERCLASSES TAUGHT BY GUEST ARTISTS FROM PHILADELPHIA (DAVID KIM), BALTIMORE (MICHAEL SHEPPARD), AND SEATTLE (NATHAN CHAN). SEASON YOUTH COLLABORATIONS INCLUDED A CONCERT WITH MARROWSTONE MUSIC FESTIVAL, SEATTLE YOUTH SYMPHONY ORCHESTRA, AND STUDENT ORCHESTRAS OF GREATER OLYMPIA (SOGO), AS WELL AS A COMMUNITY "CONDUCT US" EVENT WITH SOGO. 364675 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 115 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 WA X X JENNIFER HERMANN 3607530074 3400 CAPITOL BLVD STE 203 OLYMPIA WA 98501 LENA MENDIOLA PRESIDENT 3.00 X X 0 0 0 LAUREL GONZALO VICE PRESIDENT 1.50 X X 0 0 0 CHRIS BARNES SECRETARY 2.50 X X 0 0 0 CRAIG STEPHENS TREASURER 2.00 X X 0 0 0 NATALIE COBLENTZ DIRECTOR 1.00 X 0 0 0 ERIC CHARNESKI DIRECTOR 0.50 X 0 0 0 ANTHONY ENZLER DIRECTOR 1.00 X 0 0 0 WES MARTIN DIRECTOR 1.00 X 0 0 0 TODD MONOHON DIRECTOR 1.00 X 0 0 0 KELLY SEAGO BEAUBIEN DIRECTOR 1.25 X 0 0 0 BILL TWEIT DIRECTOR 0.00 X 0 0 0 RENEE RIES LIFETIME TRUSTEE 0.00 X 0 0 0 JENNIFER HERMANN EXECUTIVE DIRECTOR 40.00 X 56025 0 0 56025 0 0 0 0 0 0 0 2252 263469 265721 TICKET SALES 711190 154483 154483 154483 16475 16475 4010 2252 6181 -2171 -2171 434508 154483 0 14304 56025 33615 11205 11205 231120 197665 20205 13250 29582 23814 3234 2534 6000 6000 1397 1397 16894 16894 17607 17607 10698 4513 4970 1215 7465 5729 1736 3036 3036 10200 10200 411 411 3185 3185 1715 1715 3078 3078 CONCERT EXPENSES 61872 61872 OTHER COSTS 5062 2581 2345 136 DUES & SUBSCRIPTION 2695 2695 468042 364675 73291 30076 291104 3500 139355 25840 2000 2277 7989 52342 32911 14531 19431 63434 210708 216278 237960 372774 405294 986238 1026237 30328 12844 3500 41594 2218 2218 36046 56656 X 950192 600476 369105 950192 969581 986238 1026237 -33534 52914 10 0 X 0 0 0 X 139473 131470 186997 226084 265721 949745 273851 151968 119794 169076 154483 869172 413324 283438 306791 395160 420204 1818917 7826 7826 0 7826 7826 1811091 139224 68445 61116 16475 285260 139224 68445 61116 16475 285260 6544 9146 14499 30189 6200 61483 15241 82924 413324 435406 445865 486016 436679 2217290 0.81680 0.82260 0.12870 0.12490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52342 32911 19431 19431 AMERICAN FUNDS AMERICAN BALANCED F2 67426 F DFA US CORE EQUITY 1 I 76521 F FIRST EAGLE GLOBAL I 94013 F 237960 INVENTORY ON HAND - MUSIC 36189 TRUST RECEIVABLE - ASSET HELD IN TRUST BY OTHERS 369105 405294 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S ARTICLES OF INCORPORATION WERE AMENDED TO ASSURE THAT THE DISSOLUTION OF ASSETS AND OTHER PROVISIONS ARE CONSISTENT WITH RECENT CHANGES TO WASHINGTON STATE LAW AND FEDERAL REGULATIONS FOR SEC. 501(C)(3) NONPROFIT ORGANIZATIONS. LANGUAGE WAS ALSO INCLUDED CLARIFYING THAT THE OLYMPIA SYMPHONY IS NOT A MEMBERSHIP ORGANIZATION, LIMITING DIRECTOR LIABILITY, AND PROVIDING FOR INDEMNIFICATION FOR DIRECTORS AND STAFF WORKING ON BEHALF OF THE ORGANIZATION. THE NUMBER OF DIRECTORS WAS CHANGED FROM A RANGE OF 15-25 TO A MINIMUM OF 8. THE ROLE OF THE EXECUTIVE DIRECTOR IS NOW EXPLICITLY LIMITED TO ADVISORY/NON-VOTING WITHIN THE ARTICLES. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE MEETINGS TOOK PLACE DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD MEMBERS REVIEW THE 990 BY EMAIL AND ACCESS THE FILE THROUGH A PASSWORD PROTECTED SHARED DRIVE AND PROVIDE FEEDBACK AND APPROVAL PRIOR TO SUBMITTING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ABSTAIN FROM DECISIONS WHERE THEY MIGHT HAVE A CONFLICT OF INTEREST. THE TREASURER ALSO MONITORS CONTRACTS AND EXPENDITURES TO ENSURE COMPLIANCE WITH THE POLICY. THE BOARD MEMBERS AND OFFICERS ARE REQUIRED TO SIGN ANNUAL AFFIRMATIONS OF THEIR COMPLIANCE WITH THE COI POLICY. THE POLICY INCLUDES THE PROCESS FOR THE BOARD TO ADDRESS POLICY VIOLATIONS. IF THERE IS REASONABLE CAUSE TO BELIEVE A MEMBER HAS VIOLATED THE POLICY, THEY ARE INFORMED AND GIVEN A HEARING. AFTER FURTHER INVESTIGATION, THE BOARD MAY TAKE CORRECTIVE AND/OR DISCIPLINARY ACTION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.