2024-07-01T15:30:33-05:00 2023-08-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-09-01 910667412 SEATTLE SYMPHONY ORCHESTRA INC SEAT 2062154700 PO BOX 21906 SEATTLE WA 981113906 CHERONNE WONG CFO & BENAROYA HALL COO 2062154700 2024-07-01 1 CHERONNE WONG 999009999 0 MEGAN R RYAN P00737884 4254544919 2024-07-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISHNA THIAGARAJAN PO BOX 21906 SEATTLE WA 981113906 36529196 0 X WWW.SEATTLESYMPHONY.ORG X 1903 WA SEATTLE SYMPHONY UNLEASHES THE POWER OF MUSIC, BRINGS PEOPLE TOGETHER, & LIFTS THE HUMAN SPIRIT. 37 37 347 319 119703 71897 19286995 18584110 8536733 12408548 203245 303128 -71824 -38567 27955149 31257219 350004 360254 0 0 22768629 26496897 0 0 2811947 6842428 7536812 29961061 34393963 -2005912 -3136744 21537269 19008837 11726212 10008162 9811057 9000675 TO PRESENT SYMPHONIC MUSIC OF THE HIGHEST QUALITY IN A DISTINCTIVE WAY FOR THE CULTURAL ENRICHMENT, EDUCATION, ENGAGEMENT AND ENJOYMENT OF THE PEOPLE OF OUR COMMUNITY. 0 0 26459837 360254 12206483 THE SEATTLE SYMPHONY IS ONE OF AMERICA'S LEADING ORCHESTRAS AND IS INTERNATIONALLY ACCLAIMED FOR ITS INNOVATIVE PROGRAMMING AND EXTENSIVE RECORDING HISTORY. THE 2022-2023 SEASON SAW INCREASED POST-PANDEMIC AUDIENCES WITH 187,235 ATTENDING IN PERSON. THAT INCLUDED 36,098 FREE OR DISCOUNTED TICKETS AND OVER 50 COMMUNITY EVENTS AND PROGRAMS TO UNDERSERVED POPULATIONS THROUGHOUT THE PUGET SOUND REGION. STREAMING SERVICES WAS AN ADD ON BENEFIT TO SUBSCRIBERS AND SINGLE CONCERT GOERS WHO WERE ABLE TO VIEW PROGRAMMING REMOTELY. THE SYMPHONY ALSO PROVIDED STREAMING SERVICES TO OTHER ARTISTIC ORGANIZATIONS AND COMMUNITY GROUP EVENTS TAKING PLACE AT BENAROYA HALL. 628073 137453 EDUCATIONAL PROGRAMMING RETURNED TO IN PERSON AND LIVE EVENTS IN ADDITION TO DIGITAL CONTENT DELIVERED THROUGH THE STREAMING PLATFORM. ATTENDANCE IN THE 22/23 SEASON WAS 5,481 STUDENTS AND FAMILIES INCLUDING OFFSITE EVENTS THROUGHOUT THE PUGET SOUND REGION. THE LISTEN BOLDLY APP HAS ENHANCED THE SYMPHONY'S EDUCATION AND COMMUNITY ENGAGEMENT OUTREACH, WITH ALL PROGRAMS FOR PUBLIC BENEFIT NOW AVAILABLE DIGITALLY TO FAMILIES, STUDENTS AND TEACHERS ACROSS THE STATE AND CANADA. PROGRAM HIGHLIGHTS INCLUDE TINY TOTS CONCERTS, LINK UP, AN INTERACTIVE CONCERT EXPERIENCE FOR ELEMENTARY SCHOOLS, AND THE YOUNG COMPOSERS WORKSHOP. 27087910 1 1 0 1 0 0 0 1 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 171 0 347 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WA X CHERONNE WONG 2062154700 200 UNIVERSITY STREET SEATTLE WA 98101 BEN MARTZ TREASURER, VICE CHAIR, FINANCE 2.00 4.00 X X 0 0 0 BILL MCALEER DIRECTOR 2.00 0.00 X 0 0 0 BRIAN J MARKS DIRECTOR 2.00 0.00 X 0 0 0 CHERYL LEE DIRECTOR 2.00 0.00 X 0 0 0 CHUCK SCHWEIZER DIRECTOR 2.00 0.00 X 0 0 0 DICK PAUL VICE CHAIR, GOVERNANCE 2.00 0.00 X X 0 0 0 DIENA MANN VICE CHAIR, EQUITY 2.00 0.00 X X 0 0 0 DOROTHY LI DIRECTOR 2.00 0.00 X 0 0 0 DOUGLAS JACKSON DIRECTOR 2.00 0.00 X 0 0 0 IHNIKE LEE DIRECTOR 2.00 0.00 X 0 0 0 ISIAAH CRAWFORD DIRECTOR 2.00 2.00 X 0 0 0 JOE DAVY VICE CHAIR, AUDIENCES 2.00 0.00 X X 0 0 0 JON ROSEN CHAIR 2.00 2.00 X X 0 0 0 JUDITH FONG DIRECTOR 2.00 0.00 X 0 0 0 KJRISTINE R LUND DIRECTOR 2.00 2.00 X 0 0 0 LESLIE JACKSON CHIHULY DIRECTOR 2.00 2.00 X 0 0 0 LYLE SNYDER DIRECTOR 2.00 0.00 X 0 0 0 LYN GRINSTEIN DIRECTOR 2.00 0.00 X 0 0 0 MARSHAL MCREAL DIRECTOR 2.00 0.00 X 0 0 0 MAURICIO GONZALEZ DE LA FUENTE DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL HATCH DIRECTOR 2.00 2.00 X 0 0 0 MICHAEL SLONSKI DIRECTOR 2.00 2.00 X 0 0 0 MIMI GATES DIRECTOR 2.00 0.00 X 0 0 0 MOLLY GABEL DIRECTOR 2.00 0.00 X 0 0 0 NADER KABBANI DIRECTOR 2.00 0.00 X 0 0 0 NANCY NERAAS DIRECTOR 2.00 0.00 X 0 0 0 PAULA BOGGS DIRECTOR 2.00 0.00 X 0 0 0 REBECCA EBSWORTH DIRECTOR 2.00 0.00 X 0 0 0 RONALD KOO SECRETARY 2.00 2.00 X X 0 0 0 SAM CHO DIRECTOR 2.00 0.00 X 0 0 0 SHAWN HARMON DIRECTOR 2.00 0.00 X 0 0 0 STEPHEN WHYTE DIRECTOR 2.00 0.00 X 0 0 0 SUSAN AMINI DIRECTOR 2.00 0.00 X 0 0 0 SUSAN COUGHLIN VICE CHAIR, DEVELOPMENT 2.00 0.00 X X 0 0 0 SUSAN DETWEILER DIRECTOR 2.00 0.00 X 0 0 0 SWIL KANIM DIRECTOR 2.00 0.00 X 0 0 0 YUKA SHIMIZU DIRECTOR 2.00 0.00 X 0 0 0 KRISHNA THIAGARAJAN PRESIDENT & CEO 34.00 2.00 X 482796 0 47924 CHERONNE WONG CFO & BENAROYA HALL COO 29.00 6.00 X 234561 0 30994 MARIA YANG VP DEVELOPMENT 33.00 0.00 X 249744 0 36668 JENNIFER ADAIR VP & GENERAL MANAGER 34.00 0.00 X 187171 0 28751 CHRISTINE WOOD VP OF MARKETING & COMM. 34.00 0.00 X 150646 0 6479 RAFF WILSON VP ARTISTIC PLANNNG 34.00 0.00 X 161188 0 26453 NOAH GELLER CONCERTMASTER 40.00 0.00 X 280453 0 24048 EFE BALTACIGIL MUSICIAN 40.00 0.00 X 162297 0 8487 JEFFREY FAIR MUSICIAN 40.00 0.00 X 156969 0 10062 MICHAEL WERNER MUSICIAN 40.00 0.00 X 155420 0 30991 EDUARDO RIOS SILVA MUSICIAN 40.00 0.00 X 153645 0 12074 2374890 0 262931 45 0 1 0 CONNICK PERFORMANCES INC 323 BROADWAY CAMBRIDGE MA 02139 ARTIST FEES 414950 DIRECT CONNECT GROUP LLC PO BOX 3905 SEATTLE WA 98124 SALES & MARKETING 384118 NW ASSOCIATED ARTS PO BOX 48251 SEATTLE WA 98148 ARTS PROMOTER 302486 NATIONAL GEOGRAPHIC SOCIETY PO BOX 417126 BOSTON MA 02241 ARTS PROMOTER 290711 COLUMBIA ARTISTS MGMT 5 COLUMBUS CIRCLE AT 1790 BROADWAY NEW YORK NY 10019 ARTIST MANAGEMENT 273104 7 1658421 1527196 432650 14965843 4924876 18584110 CONCERT REVENUE 711300 10518242 10518242 SUPPORT SERVICE FEES 532000 1313646 1313646 HALL USAGE FEE 532000 476660 401293 75367 MANAGEMENT FEE 711300 100000 100000 12408548 294453 294453 9143 9143 4894190 4885515 8675 8675 8675 127477 1658421 282434 -154957 -154957 11375 19300 -7925 -7925 134627 84728 49899 44336 5563 FSA REIMBURSEMENT 900099 51521 51521 AUXILIARY INCOME 900099 10755 10755 USHER FUND 900099 2997 2997 65273 31257219 12343936 119703 209470 360254 360254 2003662 1191507 410114 402041 17122902 14338032 1651233 1133637 682923 581858 58371 42694 4839551 3954894 448386 436271 1847859 1465358 239132 143369 167602 48484 118925 193 262492 7919 254573 2164 2164 1838019 1698245 62201 77573 1176427 661385 140765 374277 504556 40377 413809 50370 103127 103127 261542 113540 144576 3426 392669 350947 20263 21459 106388 106388 298589 298589 51857 18559 33298 CONCERT COSTS 1979028 1819238 33557 126233 TAXES AND LICENSES 319204 318329 471 404 RECRUITMENT 63499 15857 47642 UBI TAXES 9649 9649 34393963 27087910 4494106 2811947 1608132 712267 45865 45711 4031056 3091549 3232313 1724655 1104726 1120629 235282 230113 490821 498464 9373647 2926935 6745301 6446712 4043773 5138737 21537269 19008837 1629565 1508521 4702009 6594850 5394638 1904791 11726212 10008162 X -2271672 -997405 12082729 9998080 9811057 9000675 21537269 19008837 X -3136744 2326362 X 0 1 X 1 0 X 17940321 20437745 28370285 19286995 18584110 104619456 17940321 20437745 28370285 19286995 18584110 104619456 8488033 96131423 361166 394575 231496 303776 303596 1594609 38518 21975 395 5087 54518 120493 106334558 47566689 0.90400 0.91540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 3,135. 2020 AMOUNT: $ 395. REIMBURSEMENTS - 2018 AMOUNT: $ 33,884. 2019 AMOUNT: $ 21,975. 2021 AMOUNT: $ 2,388. MERCHANDISING COMMISSION - 2018 AMOUNT: $ 1,499. 2021 AMOUNT: $ 2,699. USHER FUND - 2022 AMOUNT: $ 2,997. FSA REFUND - 2022 AMOUNT: $ 51,521. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 20000 20000 20000 20000 34760425 43957635 34780425 43977635 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 20000 20000 250000 250000 250000 250000 1000000 1500000 20000 20000 0 4660500 X 0 15797 15797 0 6402458 2586595 3815863 2955392 324543 2630849 6446712 BENEFICIAL INTEREST IN TRUST 3560863 DUE FROM AFFILIATES 1577874 5138737 DEFERRED PENSION LIABILITY 767409 LOAN FROM AFFILIATE 1137382 1904791 31806480 189782 -26983 162799 31643681 -386462 -386462 31257219 32616862 189782 -1966883 -1777101 34393963 0 34393963 PART III, LINE 4: AN ORGAN, PAINTINGS, AND SCULPTURES HOUSED WITHIN BENAROYA HALL ARE HELD FOR PUBLIC AND PRIVATE EXHIBITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -26,983. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VIII -84,728. SPECIAL EVENT EXPENSES REPORTED ON PART VIII -301,734. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VIII 84,728. PRIOR YEAR PLEDGE WRITE OFF 367,500. EXCESS PENSION LIABILITY GAIN -2,720,845. SPECIAL EVENT EXPENSES REPORTED ON PART VIII 301,734. OPENING NIGHT GALA 1751898 1632171 119727 6611 177148 88916 HOLIDAY MARKET 34000 26250 7750 9759 1785898 1658421 127477 6611 177148 98675 282434 -154957 0 B H MUSIC CENTER PO BOX 21669 SEATTLE WA 98111 911704263 501(C)(3) 360254 0 FACILITY SUPPORT 1 0 X X X 0 0 0 0 0 0 0 1 0 KRISHNA THIAGARAJAN PRESIDENT & CEO 446955 0 35841 0 0 0 10735 0 37189 0 530720 0 0 0 NOAH GELLER CONCERTMASTER 280453 0 0 0 0 0 0 0 24048 0 304501 0 0 0 MARIA YANG VP DEVELOPMENT 249744 0 0 0 0 0 10215 0 26453 0 286412 0 0 0 CHERONNE WONG CFO & BENAROYA HALL COO 234561 0 0 0 0 0 9555 0 21439 0 265555 0 0 0 JENNIFER ADAIR VP & GENERAL MANAGER 187171 0 0 0 0 0 7312 0 21439 0 215922 0 0 0 RAFF WILSON VP ARTISTIC PLANNNG 161188 0 0 0 0 0 0 0 26453 0 187641 0 0 0 MICHAEL WERNER MUSICIAN 155420 0 0 0 0 0 0 0 30991 0 186411 0 0 0 EFE BALTACIGIL MUSICIAN 162297 0 0 0 0 0 0 0 8487 0 170784 0 0 0 JEFFREY FAIR MUSICIAN 156969 0 0 0 0 0 0 0 10062 0 167031 0 0 0 EDUARDO RIOS SILVA MUSICIAN 153645 0 0 0 0 0 0 0 12074 0 165719 0 0 0 CHRISTINE WOOD VP OF MARKETING & COMM. 150646 0 0 0 0 0 6479 0 0 0 157125 0 0 0 PART I, LINE 7 MR. THIAGARAJAN'S BONUS AMOUNT REFLECTS FISCAL YEARS 2021 AND 2022 BONUS AWARDS. AN EXECUTIVE COMPENSATION AND EVALUATION COMMITTEE COMPRISED OF SIX MEMBERS OF THE EXECUTIVE COMMITTEE, DETERMINE, AND APPROVE THE BONUS. X 50 4885516 FAIR MARKET VALUE X DONATED FOOD 8 33529 FAIR MARKET VALUE X DONATED RAFFLE ITEMS 2 5831 0 0 1 1 PART I, COLUMN (B): THE AMOUNT IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: A THIRD PARTY (CARS) ACCEPTS DONATED VEHICLES, PROVIDES SUBSTANTION TO DONORS, SELLS THE VEHICLES, AND PROVIDES 80% OF THE SALE PRICE TO SSO. FORM 990, PART I, LINE 6: VOLUNTEERS SERVE ON THE BOARD AND COMMITTEES, ASSIST WITH ADMINISTRATIVE AND OUTREACH ACTIVITIES, AND HELP WITH FUNDRAISING. VOLUNTEERS AND THEIR HOURS ARE TRACKED BY THE VOLUNTEER COORDINATOR. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE SEATTLE SYMPHONY ORCHESTRA ARE ANY INDIVIDUALS, HOUSEHOLDS OR ORGANIZATIONAL ENTITIES RECORDED IN THE SYMPHONY OFFICES AS MAKING A DIRECT MONETARY CONTRIBUTION DURING THE IMMEDIATE PRIOR FISCAL YEAR PERIOD OF SUCH TYPE, KIND OR AMOUNT AS THE BOARD OF DIRECTORS SHALL DETERMINE FROM TIME TO TIME. EACH MEMBER HAS ONE VOTE AT ANY MEETING OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNANCE COMMITTEE IDENTIFIES NOMINEES FOR BOARD OF DIRECTOR POSITIONS AND SUBMITS THEM TO THE EXECUTIVE COMMITTEE FOR APPROVAL OR DISAPPROVAL OF CANDIDATES. NOMINEES MAY BE MADE BY A GROUP OF AT LEAST FIVE DIRECTORS OR A GROUP OF AT LEAST TWENTY FIVE MEMBERS. THE BOARD VOTES TO APPROVE OR DISAPPROVE OF SUCH NOMINEES FOR CONSIDERATION. THE MEMBERS OF THE SEATTLE SYMPHONY ORCHESTRA VOTE TO ELECT THE APPROVED NOMINEES TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE CONTROLLER AND THE CFO & BENAROYA HALL COO CONDUCT A DETAILED REVIEW OF FORM 990 AND RELATED SCHEDULES. THE BOARD AUDIT COMMITTEE ALSO REVIEWS THE REPORT PRIOR TO FILING. THE PUBLIC DISCLOSURE COPY OF THE RETURN IS AVAILABLE TO ALL BOARD MEMBERS AT THE SEATTLE SYMPHONY ORCHESTRA'S OFFICES. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, ALL ELECTED DIRECTORS RECEIVE THE CONFLICT OF INTEREST POLICY, THE BOARD ROLES & RESPONSIBILITIES DOCUMENT, THE CODE OF CONDUCT, AND AN ACKNOWLEDGMENT STATEMENT STATING THE DIRECTOR HAS READ AND UNDERSTANDS THESE DOCUMENTS. THE CONFLICT OF INTEREST POLICY INCLUDES DEFINITIONS AND PROCEDURES FOR AVOIDING AND/OR DEALING WITH POTENTIAL CONFLICTS BETWEEN A DIRECTOR AND THE SEATTLE SYMPHONY ORCHESTRA REGARDING FINANCIAL AND COMPENSATION MATTERS, BOTH DIRECT AND INDIRECT. PROCEDURES INCLUDE A DUTY TO DISCLOSE POTENTIAL CONFLICTS, RECUSAL FROM DECISION MAKING REGARDING ANY RELEVANT TRANSACTION OR ARRANGEMENT, AND INVESTIGATION AND ASSESSMENT OF THE IMPACT OF THE POTENTIAL TRANSACTION OR ARRANGEMENT; THESE PROCEDURES ARE SUBMITTED TO THE BOARD FOR ITS CONSIDERATION. EACH DIRECTOR SIGNS, DATES, AND RETURNS THE ACKNOWLEDGMENT STATEMENT TO THE SEATTLE SYMPHONY ORCHESTRA. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS REVIEWED BY THE BOARD EXECUTIVE COMMITTEE ON AN ANNUAL BASIS, PER CONTRACT. THE MOST RECENT REVIEW OF THE CEO'S SALARY WAS EFFECTIVE SEPTEMBER 1, 2022. THE OTHER OFFICER'S POSITIONS ARE ALSO REVIEWED ON AN ANNUAL BASIS AND ADJUSTMENTS ARE MADE BASED UPON PERFORMANCE AND SCOPE OF RESPONSIBILITY. THE MOST RECENT REVIEW OF OFFICER'S SALARIES WAS EFFECTIVE SEPTEMBER 1, 2022. GENERAL STAFF SALARIES ARE ALSO REVIEWED AND ADJUSTED ON AN ANNUAL BASIS; WHICH ALSO TOOK PLACE IN SEPTEMBER 1, 2022. PRIMARY RESOURCES USED TO ESTABLISH THE RATES INCLUDE, PERFORMANCE, SCOPE OF RESPONSIBILITY AND MARKET WITHIN THE SYMPHONIC AND ARTS INDUSTRIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. A FINANCIAL STATEMENT SUMMARY IS PUBLISHED EACH YEAR IN THE ORGANIZATION'S ANNUAL REPORT. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -26,983. EXCESS PENSION LIABILITY GAIN 2,720,845. PRIOR YEAR PLEDGE WRITE OFF -367,500. SEATTLE SYMPHONY FOUNDATION PO BOX 21906 SEATTLE WA 981113906 911351925 SUPPORT OF SEATTLE SYMPHONY ORCHESTRA WA 501(C)(3) LINE 12A, I SEATTLE SYMPHONY ORCHESTRA 1 B H MUSIC CENTER PO BOX 21906 SEATTLE WA 981113906 911704263 OPERATION OF CONCERT HALL WA 501(C)(3) LINE 10 SEATTLE SYMPHONY ORCHESTRA 1 BEETHOVEN A NONPROFIT CORPORATION 363 MERCER STREET SEATTLE WA 98109 911649215 SUPPORTING ORG. TO LOCAL ARTS ORGANIZATIONS WA 501(C)(3) LINE 12A, I N/A 0 CHARITABLE LEAD ANNUITY TRUST (1) PO BOX 21906 SEATTLE WA 98111 INVESTMENTS WA N/A T 0 0 1 1 1 1 0 0 0 0 0 1 1 1 1 1 0 1 1 0 BH MUSIC CENTER B 360254 COST BH MUSIC CENTER D 1258101 COST BH MUSIC CENTER K 202926 COST SEATTLE SYMPHONY FOUNDATION E 1137382 COST SEATTLE SYMPHONY FOUNDATION C 1527196 COST SEATTLE SYMPHONY FOUNDATION R 67686 COST SEATTLE SYMPHONY FOUNDATION L 100000 COST SEATTLE SYMPHONY ORCHESTRA INC PO BOX 21906 SEATTLE WA 981113906 910667412 X 20000 0 20000 34760425 34780425 1000000 250000 0 0 0 SEATTLE SYMPHONY FOUNDATION PO BOX 21906 SEATTLE WA 981113906 911351925 0 0 0 1982229 1982229 249111 62278 0 0 0 B H MUSIC CENTER PO BOX 21669 SEATTLE WA 981113906 911704263 0 0 0 7214981 7214981 510749 127687 0 0 0