2024-07-24T12:07:33-05:00 2023-09-30 991856619 GRANT THORNTON ADVISORS LLC 75 STATE ST 13TH FLOOR BOSTON MA 02109 990 2022-10-01 951696734 LOS ANGELES PHILHARMONIC ASSOCIATION LOSA 2139727300 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 GLENN BRIFFA CHIEF FINANCIAL OFFICER 2139727300 2024-07-24 1 GLENN BRIFFA 999009999 0 ERIN COUTURE P01390592 6177237900 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL SONG 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 268281134 0 X WWW.LAPHIL.COM X 1934 CA LA PHILHARMONIC ASSOCIATION'S MISSION IS TO PERFORM, PRESENT, AND PROMOTE MUSIC IN ITS MANY VARIED FORMS AT THE HIGEST LEVEL OF EXCELLENCE TO A LARGE & DIVERSE AUDIENCE. 57 57 2612 600 149948 46381 57284218 42802165 119459608 145451957 -14584541 19939955 -3958509 -131746 158200776 208062331 1950439 152500 0 0 81594811 92078606 478893 679537 7011625 95995390 103242543 180019533 196153186 -21818757 11909145 502518104 531402786 67574173 61434595 434943931 469968191 X UNDER THE LEADERSHIP OF MUSIC & ARTISTIC DIRECTOR GUSTAVO DUDAMEL, THE LA PHIL OFFERS LIVE PERFORMANCES, MEDIA INITIATIVES, AND LEARNING PROGRAMS THAT INSPIRE AND STRENGTHEN COMMUNITIES IN LOS ANGELES AND BEYOND.(CONTINUED IN SCHEDULE O) THE LOS ANGELES PHILHARMONIC ORCHESTRA IS THE FOUNDATION OF THE LA PHIL'S OFFERINGS, WHICH ALSO INCLUDE A MULTI-GENRE, MULTIDISCIPLINARY PRESENTING PROGRAM AND SUCH YOUTH DEVELOPMENT PROGRAMS AS YOLA (YOUTH ORCHESTRA LOS ANGELES). PERFORMANCES ARE OFFERED ON THREE HISTORIC STAGES--WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD--AS WELL AS THROUGH A VARIETY OF MEDIA PLATFORMS. IN ALL ITS ENDEAVORS, THE LA PHIL SEEKS TO ENRICH THE LIVES OF INDIVIDUALS AND COMMUNITIES THROUGH MUSICAL, ARTISTIC, AND LEARNING EXPERIENCES THAT RESONATE IN OUR WORLD TODAY. 0 0 118458824 0 85795274 PERFORMANCES BY THE LOS ANGELES PHILHARMONIC ORCHESTRA AND ARTISTS REPRESENTING A WIDE VARIETY OF GENRES AT WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD. THIS ITEM ALSO INCLUDES DOMESTIC AND INTERNATIONAL TOURS BY THE ORCHESTRA. THE FORD SUPPORTS CREATIVE ASPIRATIONS, ESPECIALLY DIVERSE PERFORMANCES THAT REPRESENT LOCAL SURROUNDING COMMUNITIES. 9810990 152500 282428 THE AFTER-SCHOOL MUSIC EDUCATION PROGRAM YOUTH ORCHESTRA LOS ANGELES (YOLA). YOLA CURRENTLY SERVES MORE THAN 1,300 YOUNG MUSICIANS ACROSS FOUR SITES, PROVIDING THEM WITH FREE INSTRUMENTS, INTENSIVE MUSIC INSTRUCTION, ACADEMIC SUPPORT, LEADERSHIP TRAINING, AND PERFORMANCE OPPORTUNITIES. 34800116 0 59374255 OTHER PERFORMANCES, INCLUDING LEASE EVENTS HOSTED BY THIRD-PARTY PROMOTERS, AND PERFORMANCE-RELATED ACTIVITIES, INCLUDING CONCESSIONS, PARKING, RECORDING, AND ROYALTIES. 163069930 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 734 0 1 2612 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 57 57 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 CA X GLENN BRIFFA 2139727300 151 S GRAND AVENUE LOS ANGELES CA 90012 X THOMAS BECKMEN BOARD CHAIR 1.00 0.00 X X 0 0 0 DAVID C BOHNETT CHAIR, CAMP. & VICE CHAIR 1.00 0.00 X X 0 0 0 REVETA F BOWERS CHAIR, PENSION & VICE CHAIR, EXEC 1.00 0.00 X 0 0 0 DONALD P DE BRIER CHAIR, AUDIT 1.00 0.00 X 0 0 0 JONATHAN KAGAN CHAIR, HOLLYWOOD BOWL 1.00 0.00 X 0 0 0 DAVID MELINE CHAIR, CAMP. & VICE CHAIR 1.00 0.00 X X 0 0 0 JAY STEIN CHAIR, PHILANTHROPY 1.00 0.00 X 0 0 0 CHRISTIAN STRACKE CHAIR, MARKETING 1.00 0.00 X 0 0 0 JANE B EISNER VICE CHAIR 1.00 0.00 X X 0 0 0 DIANE B PAUL VICE-CHAIR, EXEC 1.00 0.00 X X 0 0 0 JAY RASULO VICE-CHAIR, EXEC 1.00 0.00 X X 0 0 0 NANCY ABELL DIRECTOR (AS OF 10/22) 1.00 0.00 X 0 0 0 GREGORY A ADAMS DIRECTOR 1.00 0.00 X 0 0 0 JULIE ANDREWS DIRECTOR 1.00 0.00 X 0 0 0 CAMILO ESTEBAN BECHDACH DIRECTOR (AS OF 03/23) 1.00 0.00 X 0 0 0 LINDA P BRITTAN DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER BRODER DIRECTOR 1.00 0.00 X 0 0 0 KAWANNA BROWN DIRECTOR 1.00 0.00 X 0 0 0 ANDREA CHAO-KHARMA DIRECTOR 1.00 0.00 X 0 0 0 R MARTIN CHAVEZ DIRECTOR 1.00 0.00 X 0 0 0 CHRISTIAN CHIVAROLI DIRECTOR 1.00 0.00 X 0 0 0 LOUISE D EDGERTON DIRECTOR 1.00 0.00 X 0 0 0 LISA FIELD DIRECTOR 1.00 0.00 X 0 0 0 DAVID A FORD DIRECTOR 1.00 0.00 X 0 0 0 ALFRED FRAIJO JR DIRECTOR (THRU 09/23) 1.00 0.00 X 0 0 0 JENNIFER MILLER GOFF DIRECTOR 1.00 0.00 X 0 0 0 LENORE S GREENBERG DIRECTOR 1.00 0.00 X 0 0 0 CAROL COLBURN GRIGOR DIRECTOR 1.00 0.00 X 0 0 0 MARIAN HALL DIRECTOR 1.00 0.00 X 0 0 0 SUZANNE HART DIRECTOR (AS OF 07/23) 1.00 0.00 X 0 0 0 ANTONIA HERNANDEZ DIRECTOR 1.00 0.00 X 0 0 0 TEENA HOSTOVICH DIRECTOR 1.00 0.00 X 0 0 0 DARIOUSH KHALEDI DIRECTOR 1.00 0.00 X 0 0 0 WINNIE KHO DIRECTOR 1.00 0.00 X 0 0 0 FRANCOIS MOBASSER DIRECTOR 1.00 0.00 X 0 0 0 MARGARET MORGAN DIRECTOR 1.00 0.00 X 0 0 0 LEITH O'LEARY DIRECTOR 1.00 0.00 X 0 0 0 ANDY PARK DIRECTOR 1.00 0.00 X 0 0 0 SANDY PRESSMAN DIRECTOR 1.00 0.00 X 0 0 0 RICHARD RAFFETTO DIRECTOR 1.00 0.00 X 0 0 0 GEOFFREY RICH DIRECTOR (AS OF 10/22) 1.00 0.00 X 0 0 0 LAURA ROSENWALD DIRECTOR 1.00 0.00 X 0 0 0 GABRIELLE STARR DIRECTOR 1.00 0.00 X 0 0 0 JASON SUBOTKY DIRECTOR 1.00 0.00 X 0 0 0 DR RONALD D SUGAR DIRECTOR 1.00 0.00 X 0 0 0 VIKKI SUNG DIRECTOR 1.00 0.00 X 0 0 0 JACK SUZAR DIRECTOR 1.00 0.00 X 0 0 0 SUE TSAO DIRECTOR 1.00 0.00 X 0 0 0 JON VEIN DIRECTOR 1.00 0.00 X 0 0 0 MEGAN WATANABE DIRECTOR 1.00 0.00 X 0 0 0 REGINA WEINGARTEN DIRECTOR (AS OF 10/22) 1.00 0.00 X 0 0 0 ALYCE DE ROULET WILLIAMSON DIRECTOR 1.00 0.00 X 0 0 0 IRWIN WINKLER DIRECTOR 1.00 0.00 X 0 0 0 DEBRA WONG YANG DIRECTOR 1.00 0.00 X 0 0 0 CHAD SMITH CEO (THRU 08/23) 40.00 1.00 X 1100357 0 18796 DANIEL SONG COO, INTERIM CEO (AS OF 05/23) 40.00 1.00 X 404058 0 50529 MONA PATEL GEN. COUNSEL, SECRETARY 40.00 1.00 X 404316 0 25119 GLENN BRIFFA CFO (AS OF 12/22) 40.00 1.00 X 27692 0 173 GUSTAVO DUDAMEL MUSIC & ARTISTIC DIRECTOR 40.00 0.00 X 4041667 0 42840 RENAE WILLIAMS NILES CHIEF CONTENT OFFICER(THRU 08/23) 40.00 0.00 X 451769 0 26303 MARGIE KIM BERMEO CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 447649 0 22820 EMANUEL MAXWELL CHIEF TALENT & EQUITY OFFICER 40.00 0.00 X 339166 0 42840 SUMMER BJORK CHIEF OF STAFF 40.00 0.00 X 330592 0 29656 MEGHAN UMBER CHIEF CONTENT OFFICER 40.00 0.00 X 301881 0 36729 LAURA CONNELLY GM HOLLYWOOD BOWL, VP PROD 40.00 0.00 X 300439 0 36971 JOHANNA REES VP, PRESENTATIONS 40.00 0.00 X 313827 0 23451 NORA BRADY CHIEF MKTG & COMS. OFFICER 40.00 0.00 X 275675 0 48438 ELSJE KIBLER-VERMAAS VP LEARNING 40.00 0.00 X 237062 0 36965 SARA KIM VP OF PHILANTHROPY 40.00 0.00 X 200615 0 16645 MARTIN CHALIFOUR PRINCIPAL CONCERTMASTER 40.00 0.00 X 476915 0 41061 THOMAS HOOTEN STAFF MUSICIAN 40.00 0.00 X 361234 0 52389 DENIS BOURIAKOV STAFF MUSICIAN 40.00 0.00 X 345287 0 52389 ANDREW BAIN STAFF MUSICIAN 40.00 0.00 X 342199 0 52389 KEVIN WAPNER STAGEHAND HEAD 40.00 0.00 X 363161 0 1016 KAREN STURGES FORMER CFO 0.00 0.00 X 284400 0 42561 11349961 0 700080 218 1 1 1 CONTEMPORARY SERVICES CORPORATION PO BOX 748615 LOS ANGELES CA 900748615 SECURITY 5163219 TRANSIT SYSTEMS UNLIMITED INC 8976 LAUREL CANYON BLVD SUN VALLEY CA 91352 BUS SERVICES 3530882 EGMONT MUSIC ENTERPRISES INC 10960 WILSHIRE BLVD 5TH FL LOS ANGELES CA 90024 CONDUCTING 3500000 BASIS GLOBAL TECHNOLOGIES INC PO BOX 7410977 CHICAGO IL 606740977 MARKETING 2620881 SD&A TELESERVICES INC 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELESALES & TELEFUNDING 1824279 170 6310742 4235600 32255823 808287 42802165 CONCERTS 711310 86077703 86077703 CONCERTS BY OTHERS 711310 36209220 36209220 CONCESSION/PARKING 812930 13254887 13254887 BOX OFFICE SERVICE FEE 561599 6155949 6155949 SPONSORSHIPS 900099 2236793 2236793 1517405 1517405 145451957 7963105 89827 7873278 67437000 55460150 11976850 11976850 11976850 1192524 6310742 3099028 -1906504 -1906504 2053437 1659625 393812 333691 60121 TAX REFUNDS 900099 1380946 1380946 1380946 208062331 122620614 149948 42489604 X 152500 152500 8985831 7390986 1113014 481831 63471337 52270063 7737273 3464001 3754000 2940881 639607 173512 10858722 8506715 1850110 501897 5008716 3923824 853386 231506 2942153 77549 2864604 217211 217211 679537 679537 867622 867622 39957351 35884093 3755672 317586 6890283 6764670 10816 114797 7073929 5396313 1186459 491157 450489 64816 383019 2654 1084270 1064159 20111 6040028 5194969 845059 3717294 3508876 167509 40909 44966 20459 11619 12888 125330 125330 4810469 4166314 644155 2321260 2006660 314600 LEASE EVENT EXPENSES 16957475 16957475 CREDIT CARD COMMISSIONS 2309207 2109948 199259 EQUIPMENT RENTAL 1848983 1692775 98725 57483 SUPPLIES 1828790 1461177 328374 39239 3755433 1514708 2037356 203369 196153186 163069930 26071631 7011625 12841291 16220712 1577483 3955115 35602158 30650931 15956119 15956119 366594 500946 19070837 15899303 100002734 58843644 42971364 41159090 266305258 324742570 107827000 82318000 0 0 502518104 531402786 27103907 26907096 22461116 24080493 7500000 0 10509150 10447006 67574173 61434595 X 128528555 143477907 306415376 326490284 434943931 469968191 502518104 531402786 X 11909145 21751407 1363708 X 0 1 X 1 0 X 66047501 48203456 66963095 57284218 42802165 281300435 109826641 32116255 47703911 119459608 147064364 456170779 175874142 80319711 114667006 176743826 189866529 737471214 12257332 15800222 20501925 8800954 6393844 63754277 15537956 7596996 10520464 24611346 34203469 92470231 27795288 23397218 31022389 33412300 40597313 156224508 581246706 6605464 6687692 4707818 8379592 7963105 34343671 139265 0 0 0 0 139265 6744729 6687692 4707818 8379592 7963105 34482936 0 0 0 55542 149948 205490 630091 322750 97323 1116006 2573470 4739640 183248962 87330153 119472147 186294966 200553052 776899280 0.74820 0.77760 0.04440 0.04400 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2018 AMOUNT: $ 630,091. 2019 AMOUNT: $ 322,750. 2020 AMOUNT: $ 97,323. 2021 AMOUNT: $ 1,116,006. 2022 AMOUNT: $ 2,573,470. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 318691596 6321952 35014006 0 15432120 0 344595434 368407627 7408315 -42832914 0 14291432 0 318691596 306385043 34814628 41218451 0 14010495 0 368407627 297616396 8419316 13372402 0 13023071 0 306385043 280528057 19566972 10347566 0 12826198 0 297616396 0.30000 0.56420 0.13580 1 0 66156478 32835882 33320596 19625363 15025891 4599472 14220893 10981871 3239022 41159090 PARTNERSHIP INTEREST & OTHER 82318000 F 82318000 PENSION AND POST-RETIREMENT MEDICAL BENEFITS 10447006 10447006 X PART V, LINE 4: THE ENDOWMENT FUNDS SUPPORT EDUCATION AND MUSIC PROGRAMS, AND THE MISSION OF THE ASSOCIATION. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE THE ASSOCIATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ASSOCIATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S POLICY IS TO RECOGNIZE POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE, IF ANY. DURING THE YEAR ENDED SEPTEMBER 30, 2023, THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS, OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. NORTH AMERICA 0 0 PROGRAM SERVICES ORCHESTRAL TOUR 33000 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES MUSIC EDUCATION CONSULTING 35000 0 0 0 0 0 0 68000 0 68000 1 0 0 0 1 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART III: WHILE THE ORGANIZATION PROVIDES MUSICAL EDUCATION CONSULTING SERVICES TO ORGANIZATIONS WITHIN OTHER COUNTRIES, A MAJORITY OF THE CONSULTING WORK IS DONE VIRTUALLY AND WITHIN THE U.S.. COLUMN (F) EXPENDITURES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. X X X X X X X 1 SD&A TELESERVICES INC 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELEFUNDING 1 693722 679537 14185 693722 679537 14185 CA SUMMER GALA 4673982 3481458 1192524 439911 1021747 1215212 WINTER GALA 2023 2687230 2687230 57 10760 293421 142054 142054 13444 14139 90337 7503266 6310742 1192524 453412 1046646 1598970 3099028 -1906504 SCHEDULE G, PART II, COLUMN (C), OTHER EVENTS NAME OF EVENT: WINTER GALA 1 ELEANOR B RAINEY MEMORIAL INSTITUTE 1705 E 55TH STREET CLEVELAND OH 44103 346555952 501(C)(3) 15000 0 MUSIC EDUCATION OREGON BRAVO YOUTH ORCHESTRAS 8191 N LOMBARD ST 114 PORTLAND OR 97203 462649265 501(C)(3) 15000 0 MUSIC EDUCATION YAKIMA MUSIC EN ACCION (YAMA) PO BOX 317 YAKIMA WA 98907 300893939 501(C)(3) 15000 0 MUSIC EDUCATION KIDS IN CONCERT PO BOX 11623 BAINBRIDGE ISLAND WA 98110 800652894 501(C)(3) 10000 0 MUSIC EDUCATION CENTRAL KENTUCKY YOUTH ORCHESTRA SOCIETY INC 161 NORTH MILL STREET LEXINGTON KY 40507 616027055 501(C)(3) 10000 0 MUSIC EDUCATION SOUNDS ACADEMY PO BOX 44497 PHOENIX AZ 85064 463932746 501(C)(3) 10000 0 MUSIC EDUCATION NASHVILLE SYMPHONY ASSOCIATION ONE SYMPHONY PLACE NASHVILLE TN 372012031 620550979 501(C)(3) 7500 0 MUSIC EDUCATION HARMONY PROJECT PHOENIX 2 N CENTRAL AVE SUITE 1800 PHOENIX AZ 85004 853131216 501(C)(3) 7500 0 MUSIC EDUCATION PICO YOUTH & FAMILY CENTER 715 PICO BLVD SANTA MONICA CA 90405 481269398 501(C)(3) 7500 0 MUSIC EDUCATION 20 0 PART I, LINE 2: THE ORGANIZATION REQUIRES GRANTEES TO SUBMIT REPORTS TO MONITOR AND TRACK THE ACTIVITIES AT EACH PARTNER SITE AND GATHER BASIC DATA SUCH AS STUDENT ENROLLMENT, TEACHER RECRUITMENT, AND STAFF DEVELOPMENT PRACTICES. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 GUSTAVO DUDAMEL MUSIC & ARTISTIC DIRECTOR 141667 0 400000 0 3500000 0 0 0 42840 0 4084507 0 0 0 CHAD SMITH CEO (THRU 08/23) 806357 0 0 0 294000 0 2347 0 16449 0 1119153 0 200000 0 MARTIN CHALIFOUR PRINCIPAL CONCERTMASTER 454785 0 0 0 22130 0 10470 0 30591 0 517976 0 0 0 RENAE WILLIAMS NILES CHIEF CONTENT OFFICER(THRU 08/23) 411769 0 40000 0 0 0 2852 0 23451 0 478072 0 0 0 MARGIE KIM BERMEO CHIEF PHILANTHROPY OFFICER 407649 0 40000 0 0 0 6851 0 15969 0 470469 0 0 0 DANIEL SONG COO, INTERIM CEO (AS OF 05/23) 354058 0 50000 0 0 0 7689 0 42840 0 454587 0 0 0 MONA PATEL GEN. COUNSEL, SECRETARY 364316 0 40000 0 0 0 9150 0 15969 0 429435 0 0 0 THOMAS HOOTEN STAFF MUSICIAN 339104 0 0 0 22130 0 10470 0 41919 0 413623 0 0 0 DENIS BOURIAKOV STAFF MUSICIAN 292675 0 30482 0 22130 0 10470 0 41919 0 397676 0 0 0 ANDREW BAIN STAFF MUSICIAN 320469 0 0 0 21730 0 10470 0 41919 0 394588 0 0 0 EMANUEL MAXWELL CHIEF TALENT & EQUITY OFFICER 299166 0 40000 0 0 0 0 0 42840 0 382006 0 0 0 KEVIN WAPNER STAGEHAND HEAD 363161 0 0 0 0 0 0 0 1016 0 364177 0 0 0 SUMMER BJORK CHIEF OF STAFF 280592 0 50000 0 0 0 6205 0 23451 0 360248 0 0 0 MEGHAN UMBER CHIEF CONTENT OFFICER 261881 0 40000 0 0 0 6876 0 29853 0 338610 0 0 0 LAURA CONNELLY GM HOLLYWOOD BOWL, VP PROD 275439 0 25000 0 0 0 5459 0 31512 0 337410 0 0 0 JOHANNA REES VP, PRESENTATIONS 273827 0 40000 0 0 0 0 0 23451 0 337278 0 0 0 KAREN STURGES FORMER CFO 284400 0 0 0 0 0 6851 0 35710 0 326961 0 0 0 NORA BRADY CHIEF MKTG & COMS. OFFICER 235675 0 40000 0 0 0 5598 0 42840 0 324113 0 0 0 ELSJE KIBLER-VERMAAS VP LEARNING 212062 0 25000 0 0 0 7112 0 29853 0 274027 0 0 0 SARA KIM VP OF PHILANTHROPY 175615 0 25000 0 0 0 5051 0 11594 0 217260 0 0 0 PART I, LINE 1A QUESTIONS REGARDING COMPENSATION UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT, MEMBERS OF LOCAL 47, AMERICAN FEDERATION OF MUSICIANS (THE "MUSICIANS UNION"), RECEIVE A WEEKLY HOUSING ALLOWANCE, WHICH IS INCLUDED AS TAXABLE COMPENSATION REPORTED ON FORM W-2. PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: ONE OFFICER PARTICIPATES IN A 457(F) PLAN. THE PLAN WAS FULLY VESTED AND PAID IN 2022. AMOUNTS PAID UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN (F) REPRESENT AMOUNT PREVIOUSLY ACCURRED UNDER THE PLAN IN COLUMN (C) ON PRIOR YEAR TAX RETURNS. PART I, LINE 7 NON-FIXED PAYMENTS CERTAIN LISTED INDIVIDUALS RECEIVE BONUSES AT THE DISCRETION OF THE BOARD OF DIRECTORS. THESE BONUSES ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). COMPENSATION RECEIVED FROM UNRELATED ORGANIZATION GUSTAVO DUDAMEL RAMIREZ SERVES AS THE MUSIC & ARTISTIC DIRECTOR OF THE LA PHILHARMONIC ASSOCIATION AS A SALARIED EMPLOYEE. IN ADDITION TO THIS ROLE, MR. RAMIREZ PROVIDES SERVICES AS A CONDUCTOR TO THE ASSOCIATION. MR. RAMIREZ IS COMPENSATED FOR CONDUCTOR SERVICES THROUGH PAYMENTS TO HIS CORPORATION, EGMONT CORPORATION. THE AMOUNTS PAID TO EGMONT FOR HIS CONDUCTING SERVICES ARE INCLUDED AS COMPENSATION IN PART VII AND SCHEDULE J. THESE AMOUNTS ARE ALSO DISCLOSED IN PART VII, SECTION B AS EGMONT IS ONE OF THE ORGANIZATION'S HIGHEST PAID CONTRACTORS. X 44 808287 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). PART I, LINE 32B: A THIRD-PARTY BROKERAGE COMPANY SELLS DONATED STOCKS ONCE THEY ARE RECEIVED BY THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE FORMULATES, SUPERVISES, AND IMPLEMENTS THE POLICIES OF THE CORPORATION UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. MEMBERS ARE APPOINTED TO THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE CHAIRMAN OF THE BOARD, VICE CHAIRS, AND THE CHAIRS OF THE MAJOR COMMITTEES. ADDITIONAL DIRECTORS MAY BE APPOINTED BY THE CHAIRMAN AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990, WITH THE EXCEPTION OF SCHEDULE B, IS PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW PRIOR TO THE MEETING WITH THE TAX ACCOUNTANTS AND STAFF. DURING THIS MEETING, THE AUDIT COMMITTEE INQUIRES AND RECOMMENDS ANY CHANGES NEEDED, THEN APPROVES THE FORM 990 FOR FILING. THE FINAL DRAFT OF THE FORM IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS CONFLICTS OF INTEREST ANNUALLY FOR THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE ORGANIZATION WILL COORDINATE WITH LEGAL AND THE BOARD OF DIRECTORS TO RESOLVE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS REVIEWS AND APPROVES IN ADVANCE THE COMPENSATION PACKAGE FOR OFFICERS AND KEY EMPLOYEES BASED ON A COMPARATIVE ANALYSIS OF THE COMPENSATION OF SIMILARLY SITUATED OFFICERS AND EMPLOYEES AT SIMILAR ORGANIZATIONS PREPARED INTERNALLY WITH THE PERIODIC ASSISTANCE OF A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT. FOR THE CEO'S EMPLOYMENT CONTRACT, THE COMPENSATION COMMITTEE ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE A DETAILED COMPARATIVE ANALYSIS OF OTHER CEO COMPENSATION AT SIMILAR ORGANIZATIONS TO SUPPORT THE REASONABLENESS OF HIS TOTAL COMPENSATION PACKAGE. THE COMPENSATION TERMS AND THE RESULTS OF BOTH THE INTERNAL AND INDEPENDENT COMPENSATION ANALYSES WERE THEN REVIEWED AND DISCUSSED IN DETAIL WITH THE INPUT OF THE COMPENSATION CONSULTANT AND APPROVED IN ADVANCE BY AN AUTHORIZED BODY OF INDEPENDENT DIRECTORS. FINALLY, THE ENTIRE PROCESS WAS CONCURRENTLY DOCUMENTED DETAILING THE ANALYSIS AND BASIS FOR THE COMPENSATION DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, INFORMATION RETURNS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 5 COMPENSATION RECEIVED FROM UNRELATED ORGANIZATION GUSTAVO DUDAMEL RAMIREZ SERVES AS THE MUSIC & ARTISTIC DIRECTOR OF THE LA PHILHARMONIC ASSOCIATION AS A SALARIED EMPLOYEE. IN ADDITION TO THIS ROLE, MR. RAMIREZ PROVIDES SERVICES AS A CONDUCTOR TO THE ASSOCIATION. MR. RAMIREZ IS COMPENSATED FOR CONDUCTOR SERVICES THROUGH PAYMENTS TO HIS CORPORATION, EGMONT CORPORATION. THE AMOUNTS PAID TO EGMONT FOR HIS CONDUCTING SERVICES ARE INCLUDED AS COMPENSATION IN PART VII AND SCHEDULE J. THESE AMOUNTS ARE ALSO DISCLOSED IN PART VII, SECTION B AS EGMONT IS ONE OF THE ORGANIZATION'S HIGHEST PAID CONTRACTORS. FORM 990, PART IX, LINE 11G GUEST PERFORMERS: PROGRAM SERVICE EXPENSES 17,036,087. TOTAL EXPENSES 17,036,087. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 10,234,610. MANAGEMENT AND GENERAL EXPENSES 3,664,358. FUNDRAISING EXPENSES 310,914. TOTAL EXPENSES 14,209,882. CONTRACT BUSES: PROGRAM SERVICE EXPENSES 3,897,846. TOTAL EXPENSES 3,897,846. OTHER: PROGRAM SERVICE EXPENSES 4,715,550. MANAGEMENT AND GENERAL EXPENSES 91,314. FUNDRAISING EXPENSES 6,672. TOTAL EXPENSES 4,813,536. FORM 990, PART XI, LINE 9: PENSION PLAN ACTUARIAL CHANGES 1,363,708. INGLEWOOD COMMUNITY PROGRAMS 151 SOUTH GRAND AVE LOS ANGELES CA 90012 842630102 REAL ESTATE CA 501(C)(3) LINE 12A, I LAPA 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 INGLEWOOD COMMUNITY PROGRAMS B 152500 FMV INGLEWOOD COMMUNITY PROGRAMS D 22425000 FMV