2025-05-02T08:36:03-07:00 2024-06-30 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2023-07-01 941584123 MONTEREY COUNTY SYMPHONY ASSOC INC MONT 8316468511 PO BOX 7130 CARMELBYTHESEA CA 93921 NICOLA REILLY President & CEO 2025-05-02 true true Patricia M Kaufman CPA P00312047 8313733337 2023 2025-03-06 01:10:19Z NICOLA REILLY PO BOX 7130 CARMELBYTHESEA CA 93921 4257268 false X WWW.MONTEREYSYMPHONY.ORG X 1965 CA The Monterey Symphony produces and presents concerts at the Sunset Center and Forest Theater in Carmel as well as Sherwood Hall in Salinas. Concerts showcase well known works, as well as lesser known works. The Symphony typically commissions one new work each year. 17 17 232 25 0 1691671 1368240 292702 326466 996884 1296994 -30174 17658 2951083 3009358 0 0 1100621 1461234 0 165916 1299981 1242696 2400602 2703930 550481 305428 19274284 20434173 191957 166430 19082327 20267743 Entertain and engage our community through musical performance and education. false false 1892885 326466 THE SYMPHONY PERFORMS MAJOR WORKS BY GREAT COMPOSERS, LESSER-KNOWN WORKS BY THEM AND THEIR CONTEMPORARIES, WORKS BY LIVING COMPOSERS AND POPULAR MUSIC THAT USES SYMPHONIC INSTRUMENTATION. DURING THE 2023-2024 SEASON 6 CONCERT SETS, WITH A TOTAL OF 12 PERFORMANCES, AT THE SUNSET CENTER IN CARMEL. EACH CONCERT SET INCLUDES 2 PERFORMANCES. THE OUTDOOR POPS CONCERT SERIES FEATURES FAMILY FRIENDLY COMPOSITIONS FROM FILMS, MUSICALS, TV SHOWS AND VARIOUS OTHER TYPES OF MEDIA. THE POPS CONCERT SERIES WAS PRESENTED TWICE AT THE FOREST THEATRE IN CARMEL WITH AN ADDITIONAL PERFORMANCE AT SHERWOOD HALL IN SALINAS. TWO YOUTH CONCERTS WERE PRESENTED AT SHERWOOD HALL IN SALINAS AND TWO MORE WERE PERFORMED AT THE FOREST THEATER IN CARMEL. CHILDREN FROM ALL OVER THE COUNTY WERE INVITED TO WATCH THE MONTEREY SYMPHONY PERFORM COMPOSITIONS FROM POPULAR FILMS, MUSICALS AND TV SHOWS FREE OF CHARGE. 1892885 true true false false false false false false false true true false false true true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 26 0 true 232 true false false false false false false false 0 false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true true false CA X Noemi Vera 8316468511 PO BOX 7130 CARMELBYTHESEA CA 93921 NICOLA REILLY Executive Dir. 40.00 0.00 X 227105 0 22955 Noemi Vera Operations Dir. 40.00 0.00 X 85000 0 0 BRUCE LINDSEY IMM PAST PRES 2.00 0.00 X X 0 0 0 SUSAN BREEN Director 1.00 0.00 X 0 0 0 CHARLES SCHIMMEL President 2.00 0.00 X X 0 0 0 JEFFREY WALLACE Secretary 2.00 0.00 X X 0 0 0 JERYL ABELMANN Director 1.00 0.00 X 0 0 0 SUSAN BRITTON RESIGNED 2/24 1.00 0.00 X 0 0 0 ALAN MASON Director 1.00 0.00 X 0 0 0 MOLLIE HEDGES Director 1.00 0.00 X 0 0 0 BRENDA MURDOCK Director 1.00 0.00 X 0 0 0 ELIZABETH LYMAN Director 1.00 0.00 X 0 0 0 DIANE MALL Director 1.00 0.00 X 0 0 0 NOELLE MICEK Director 1.00 0.00 X 0 0 0 MAUREEN SANDERS Vice President 1.00 0.00 X X 0 0 0 WILLIAM SHARPE Director 1.00 0.00 X 0 0 0 PINKIE TERRY Director 2.00 0.00 X 0 0 0 MARTIN WOLF Director 1.00 0.00 X 0 0 0 DAVID ZACHES Director 1.00 0.00 X 0 0 0 LEE ROSEN Director 1.00 0.00 X 0 0 0 312105 22955 1 false true false SUNSET CENTER SAN CARLOS AT NINTH AVE CARMEL BY THE SEA CA 93921 VENUE 118197 JAYCE OGREN PO BOX 7130 CARMEL BY THE SEA CA 93921 MUSIC DIRECTOR 125004 2 1368240 1368240 CONCERT TICKET SALES 711130 326466 326466 326466 314064 314064 0 0 0 2218888 1235958 982930 982930 982930 29610 11952 17658 17658 0 0 0 3009358 326466 1314652 0 0 0 0 262445 104978 157467 0 963386 757400 115470 90516 54639 47791 6848 94885 36527 58358 85879 51036 34843 0 2812 2812 24060 24060 0 0 30143 30143 190632 159722 30910 159387 159387 43718 90 43628 60102 23500 36602 0 61081 45810 15271 132117 99088 33029 0 0 0 0 6951 6951 31979 18723 13256 ARTIST FEES 180418 180418 AUDITORIUM 140483 140483 CATERING & HOSPITALITY 98098 18920 5992 73186 MUSIC INSTRUMENTS 47812 47812 32903 1200 29489 2214 2703930 1892885 645129 165916 252511 251280 0 2285 0 0 0 0 0 0 58371 34613 692560 675653 18624 16907 11303066 11636257 0 0 0 7639427 8495116 19274284 20434173 20526 35711 124068 108513 47363 22206 191957 166430 X 1333670 715748 17748657 19551995 19082327 20267743 19274284 20434173 305428 879988 X false true X true false X 2713389 935548 916160 1691671 1368240 7625008 0 0 2713389 935548 916160 1691671 1368240 7625008 235714 7389294 222608 245058 382816 383627 314064 1548173 90825 47538 138363 0 9311544 980153 0.79360 0.86840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11521589 1277048 933976 11864661 12363408 964296 1806115 11521589 14277245 -1481837 432000 12363408 11388563 270195 3018487 400000 14277245 4606311 6712025 205227 135000 11388563 0.06000 0.66000 0.28000 false false false 15189 13673 1516 614714 601165 13549 62657 60815 1842 16907 BENEFICIAL INTEREST IN CFMC 228724 RIGHT OF USE - PREMISES 20888 TRUST RECEIVABLE 8245504 8495116 LEASE PAYABLE 22206 22206 X 3871152 879988 11952 891940 2979212 30146 30146 3009358 2685736 11952 11952 2673784 30146 30146 2703930 Part V, Line 4: Intended uses of the endowment fund. ALL OF THE ENDOWMENT FUNDS, CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS, REPRESENT DONOR CONTRIBUTIONS WHICH ARE SUNBJECT TO RESTRICTIONS OF GIFT INSTRUMENTS REQUIRING THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. BY LAW, THE SYMPHONY IS PERMITTED TO TRANSFERS EARNINGS TO UNRESTRICTED NET ASSETS. Part X : FIN48 Footnote The Symphony has adopted the provisions related to accounting for uncertainty in income taxes, which defines a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The Symphony's management has considered its tax positions and believes that all of the positions taken by the Symphony in its federal and state tax returns are more likely than not to be sustained upon examination. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 special event expenses $11952 Part XII, Line 2d: Other expenses and losses per audited F/S special event expense $11952 false SPECIAL EVENT 29610 29610 11952 29610 29610 11952 11952 17658 X true X X X X false false false false false false false false false NICOLA REILLY Executive Dir. 227105 3600 19355 250060 Part I, Line 1a: Relevant information in regards to selections on 1a. The board approved a $3k per month stipend for the President & CEO as a housing allowence for cost of living. It is processed as taxed wages in payroll. This amount was approved at budget approval meetings. Form 990, Part VI, Section B, Line 11b The Board reviews the 990 along with the acceptance of the audit or review for each fiscal year. Form 990, Part VI, Section B, Line 12c The Board review the conflict of interest policy at the beginning of each fiscal year. Form 990, Part VI, Section B, Line 15a The compensation of the President & CEO is reviewed annually by the Personnel committee. Comp salary ranges are acquired from other non-profits and Symphony orchestras; the entire Board votes on the compensation package of the President & CEO. Form 990, Part VI, Section B, Line 15b Senior staff are evaluted annually in May and their compensation package is included in the next year's budget, which is approved by the Board. The Personnel committee reviews the suggested compensation, which comes from comp salary studies Form 990, Part VI, Section C, Line 19 AVAILABLE UPON REQUEST.