2026-05-15T10:03:10-05:00 2025-06-30 WITHUMSMITHBROWNPC 200 SPECTRUM CENTER DRIVE STE 1700 IRVINE CA 92618 990 2024-07-01 953635496 Pacific Symphony % SEAN SUTTON PACI 7147555788 17620 Fitch 100 Irvine CA 92614 SEAN SUTTON EXECUTIVE VP AND COO 7147555788 2026-05-10 true true TAMARA SUGIHARA P01262399 9492612808 2024 2025-03-06 01:10:19Z SEAN SUTTON 17620 Fitch 100 Irvine CA 92614 77953701 false X WWW.PACIFICSYMPHONY.ORG X 1980 CA PERFORMS INSPIRING, ENTERTAINING, AND HEALING MUSIC, CONNECT COMMUNITIES THROUGH DIVERSE PROGRAMMING, INSPIRE YOUTH, PROVIDE THERAPEUTIC BENEFIT, & PROMOTE THE WELL-BEING. 72 71 426 1400 0 0 14497832 23471541 9027152 8820631 1256860 1540301 1617344 1874031 26399188 35706504 0 0 0 0 12806699 14437829 31339 0 2068824 10929051 12187595 23767089 26625424 2632099 9081080 60486583 73577446 4266656 4770776 56219927 68806670 X PACIFIC SYMPHONY, A CORNERSTONE CULTURAL ORGANIZATION SERVING ORANGE COUNTY, REACHES OVER 225,000 INDIVIDUALS ANNUALLY WITH DIVERSE ORCHESTRAL PERFORMANCES, CHAMBER MUSIC, OPERA, CHORAL MUSIC, AND PREMIERES OF NEW WORKS. BROADCASTING 12 CLASSICAL SERIES PERFORMANCES ON KUSC RADIO EXPANDS THE SYMPHONY'S REACH. THROUGH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS LIKE HEARTSTRINGS, SYMPHONY IN THE CITIES, THE LANTERN FESTIVAL, AND SYMPHONY ON THE GO, TENS OF THOUSANDS OF COMMUNITY MEMBERS GAIN FREE ACCESS TO THE SYMPHONY'S OFFERINGS. PACIFIC SYMPHONY'S COMMITMENT EXTENDS TO MUSIC EDUCATION, PROVIDING ASSEMBLIES IN ELEMENTARY SCHOOLS AND TRAINING OVER 300 MIDDLE AND HIGH SCHOOL STUDENTS YEARLY THROUGH PACIFIC SYMPHONY YOUTH ENSEMBLES. false false 12806680 6499454 CLASSICAL, POPS, FAMILY, SUMMER, AND CONTRACT CONCERTS (INCLUDING AMERICAN BALLET THEATER, PACIFIC CHORALE, SOKA UNIVERSITY, AND OTHER ORGANIZATIONS). APPROXIMATELY 125,000 EXPERIENCES PROVIDED. 4573703 2321177 EDUCATIONAL EVENTS AND COMMUNITY OUTREACH PROGRAMS INCLUDING APPRECIATION OF MUSIC IN SCHOOLS PROGRAMS, SYMPHONY IN THE CITIES, SYMPHONY ON THE GO, YOUTH ORCHESTRA AND OTHERS. APPROXIMATELY 100,000 EXPERIENCES PROVIDED. 17380383 true true false false false false false false false true true true false false false true true false false false false false false false true false false false false true false false false false false false true false true false false false false false false false false true 156 0 true 426 true false false false false false true true false false false false false false X 72 71 false false false false false false false true true false false true true true true true true true true false CA X SEAN SUTTON 7147555788 17620 FITCH SUITE 100 IRVINE CA 92614 X CARL ST CLAIR MUSIC DIRECTOR 40.0 0.0 X 448340 0 14907 JOHN FORSYTE PRESIDENT 40.0 0.0 X X 363158 0 36274 EMILY RANKIN VP OF DEVELOPMENT 40.0 0.0 X 225553 0 15364 DENNIS KIM CONCERT MASTER 10.0 0.0 X 216912 0 14520 SEAN SUTTON EVP & COO 40.0 0.0 X 187279 0 20942 NIKKI CRABTREE-PALLEY SR DIRECTOR OF MAJOR GIFTS 40.0 0.0 X 182326 0 6318 EILEEN JEANETTE VP OF ARTISTIC PLANNING & PROD 40.0 0.0 X 158348 0 17739 DANA LONG VP OF MARKETING & COMM. 40.0 0.0 X 134379 0 18336 JESSE HISER AVP OF FINANCE 40.0 0.0 X 128843 0 12648 BARRY PERKINS MUSICIAN 10.0 0.0 X 121489 0 17066 MARY HAWKES SR DIRECTOR OF COMMUNITY ENGAG 40.0 0.0 X 111596 0 14881 CRAIG HAHN DIR. ORCHESTRA PERS Thru 3/25 40.0 0.0 X 107427 0 8932 ALISON LEVINSON SR. DIR. OF ARTS thru 05/25 40.0 0.0 X 110177 0 3506 MR ARTHUR ONG BOARD CHAIR 5.0 0.0 X X 0 0 0 MR JOHN R EVANS IMMEDIATE PAST CHAIR 5.0 0.0 X X 0 0 0 MR MARK NIELSEN VICE CHAIR, FINANCE & TREAS. 5.0 0.0 X X 0 0 0 MS SUSAN ANDERSON CO-VICE CHAIR, DEVELOPMENT 5.0 0.0 X X 0 0 0 MS DIANA MARTIN CO-VICE CHAIR, DEVELOPMENT 5.0 0.0 X X 0 0 0 MR MICHAEL ADAMS DIRECTOR 0.5 0.0 X 0 0 0 MRS LEONA ARONOFF-SADACCA DIRECTOR 0.5 0.0 X 0 0 0 MR ERIC CHAMBERLAIN DIRECTOR 0.5 0.0 X 0 0 0 DR JO ELLEN ALLEN-CHATHAM DIRECTOR 0.5 0.0 X 0 0 0 MR PATRICK CHENG DIRECTOR 0.5 0.0 X 0 0 0 MS ALAYNE CORTES DIRECTOR 0.5 0.0 X 0 0 0 MR BOB DAVEY DIRECTOR 0.5 0.0 X 0 0 0 MR WILLIAM DOLAN DIRECTOR 0.5 0.0 X 0 0 0 MS LUCY DUNN DIRECTOR 0.5 0.0 X 0 0 0 MR MOHSEN FAHMI DIRECTOR 0.5 0.0 X 0 0 0 MS BARBARA FOSTER DIRECTOR 0.5 0.0 X 0 0 0 MRS MARIA FRANCIS DIRECTOR 0.5 0.0 X 0 0 0 MR MICHAEL S GORDON DIRECTOR 0.5 0.0 X 0 0 0 MR NICHOLAS GREENKO DIRECTOR 0.5 0.0 X 0 0 0 MR ANDY HANSON DIRECTOR 0.5 0.0 X 0 0 0 MR ED HART DIRECTOR 0.5 0.0 X 0 0 0 MS JANINE HEFT DIRECTOR 0.5 0.0 X 0 0 0 MR BRIAN HERVEY DIRECTOR 0.5 0.0 X 0 0 0 MR DEAN ARNOLD HOLLAND DIRECTOR 0.5 0.0 X 0 0 0 MRS MICHELLE HOROWITZ DIRECTOR 0.5 0.0 X 0 0 0 MR JAMES NEWTON HOWARD DIRECTOR 0.5 0.0 X 0 0 0 MR DONALD HU DIRECTOR 0.5 0.0 X 0 0 0 MR JERRY HUANG DIRECTOR 0.5 0.0 X 0 0 0 MR REZA JAHANGIRI DIRECTOR 0.5 0.0 X 0 0 0 MR PATRICK JOHNSON DIRECTOR 0.5 0.0 X 0 0 0 MR SETH JOHNSON DIRECTOR 0.5 0.0 X 0 0 0 DR EDWARD KIM DIRECTOR 0.5 0.0 X 0 0 0 MS JOHANNA KIM DIRECTOR 0.5 0.0 X 0 0 0 MS JOANN LEATHERBY DIRECTOR 0.5 0.0 X 0 0 0 MS ROBIN LIU DIRECTOR 0.5 0.0 X 0 0 0 MR PHILLIP N LYONS DIRECTOR 0.5 0.0 X 0 0 0 MS PATRICIA MCAULEY DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID V MELILLI DIRECTOR 0.5 0.0 X 0 0 0 MS LOUISE MERAGE DIRECTOR 0.5 0.0 X 0 0 0 MR ABBAS MOHADDES DIRECTOR 0.5 0.0 X 0 0 0 MRS HAYDEE MOLLURA DIRECTOR 0.5 0.0 X 0 0 0 MR MAURICE MURRAY DIRECTOR 0.5 0.0 X 0 0 0 MS TAWNI NGUYEN DIRECTOR 0.5 0.0 X 0 0 0 MS STACEY NICHOLAS DIRECTOR 0.5 0.0 X 0 0 0 MS ANOOSHEH OSKOUIAN DIRECTOR 0.5 0.0 X 0 0 0 MS KARIN L PEARSON DIRECTOR 0.5 0.0 X 0 0 0 MS JUDITH POSNIKOFF DIRECTOR 0.5 0.0 X 0 0 0 MRS MICHELLE ROHe DIRECTOR 0.5 0.0 X 0 0 0 MRS CHIYO ROWE DIRECTOR 0.5 0.0 X 0 0 0 MS YASSMIN SARMADI DIRECTOR 0.5 0.0 X 0 0 0 MR SCOTT SEIGEL DIRECTOR 0.5 0.0 X 0 0 0 DR EVAN B SIEGEL DIRECTOR 0.5 0.0 X 0 0 0 MR HON H WARREN SIEGEL DIRECTOR 0.5 0.0 X 0 0 0 MR RONALD M SIMON DIRECTOR 0.5 0.0 X 0 0 0 MR AL SPECTOR DIRECTOR 0.5 0.0 X 0 0 0 MR WALTER STAHR DIRECTOR 0.5 0.0 X 0 0 0 MS ANDREA STEINER DIRECTOR 0.5 0.0 X 0 0 0 MS ANDRIA STRELOW DIRECTOR 0.5 0.0 X 0 0 0 MC SUNGAILA DIRECTOR 0.5 0.0 X 0 0 0 MS CAROLANN TASSIOS DIRECTOR 0.5 0.0 X 0 0 0 MR ANDY THORBURN DIRECTOR 0.5 0.0 X 0 0 0 MR CHRISTOPHER TOWER DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID TROOB DIRECTOR 0.5 0.0 X 0 0 0 MR BART VAN AARDENNE DIRECTOR 0.5 0.0 X 0 0 0 MR FRAMROZE VIRJEE DIRECTOR 0.5 0.0 X 0 0 0 MR HENRY WALKER DIRECTOR 0.5 0.0 X 0 0 0 MS JUDY WHITMORE DIRECTOR 0.5 0.0 X 0 0 0 MRS JANE FUJISHIGE YADA DIRECTOR 0.5 0.0 X 0 0 0 MR CHARLES ZHANG DIRECTOR 0.5 0.0 X 0 0 0 Ms Agnes Lew Director 0.5 0.0 X 0 0 0 Mrs Nancy Wong Director 0.5 0.0 X 0 0 0 2495827 0 201433 15 false true false SEGESTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 RENTAL & SERVICES 1839908 SPECSEATS INT'L CORP 19516 S SUSANA Rd E RANCHO DOMINGUEZ CA 90221 FURNITURE & SUPPLIES 559140 REVEILLE INC 3403 M STREET WASHINGTON DC 20007 MKT MARKETING 473259 PATINA CATERING 1150S OLIVE ST TGL-25 LOS ANGELES CA 90015 EVENTS CATERING 465686 META PLATFORMS INC 1601 willow rd MENLO PARK CA 94025 DIGITAL MARKETING 382107 24 1594148 924500 20952893 12706593 23471541 CONCERT TICKET SALES 711190 6499454 6499454 CONTRACTED CONCERTS 711190 1684809 1684809 EDN. PROGRAMS/CONCERTS 711190 636368 636368 8820631 1299714 1299714 0 0 0 0 0 41491897 41251040 240857 240587 240587 2460445 1594148 970939 1489506 1489506 0 0 0 52913 25218 27695 27695 MISCELLANEOUS 711190 356830 356830 356830 35706504 9205156 0 3029807 X 0 0 0 0 2260695 1632212 429436 199047 0 9888829 7112243 1871100 905486 845939 755174 65534 25231 546694 263264 218119 65311 895672 661158 158385 76129 0 88577 73791 14786 70200 70200 0 0 126697 126697 1135334 101315 837310 196709 2639570 2198736 440834 611450 47887 430196 133367 269947 269947 97649 97649 258093 170341 87752 68351 24348 33819 10184 0 12953 1304 6647 5002 2 2 0 524912 346442 178470 156273 57563 98710 PRODUCTION & EXHIBITION 5095884 5095884 EDUCATIONAL PROGRAMS 900639 900639 OTHER 131064 39169 80371 11524 26625424 17380383 7176217 2068824 X 2042201 1424 7619389 7380346 10530670 11136551 199904 948829 0 0 0 0 0 0 0 0 655265 845286 10482206 3636460 7029220 6845746 0 0 32208486 46373403 0 0 0 0 201448 45861 60486583 73577446 1800261 2253132 0 0 2466395 2517644 0 0 0 0 0 0 0 0 0 0 0 0 4266656 4770776 X 11784373 10423865 44435554 58382805 56219927 68806670 60486583 73577446 X 9081080 3661250 -155587 X X false true X true false X 15627732 21971736 12848468 14497832 23471541 88417309 0 0 15627732 21971736 12848468 14497832 23471541 88417309 24877431 63539878 462199 548084 739982 1155176 1299714 4205155 0 227262 187034 240054 303864 356830 1315044 93937508 40185354 0.67641 0.75409 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 38408954 11481837 4668319 2058375 52500735 33855823 3100148 3875332 2942037 37889266 31465924 435436 3295492 1341029 33855823 28382878 8025758 -3656982 1285730 31465924 22881490 780521 5980150 1259283 28382878 1.00000 false false 6160000 710769 5449231 344522 284319 60203 3977684 2641372 1336312 6845746 ENDOWMENT 46373403 F 46373403 0 0 X 38919314 3661250 3661250 35258064 126697 321743 448440 35706504 26332568 26332568 126697 166159 292856 26625424 SCHEDULE D, PART V, LINE 4 THE ORGANIZATION HOLDS A DIVERSIFIED ENDOWMENT FUND WHICH IS PROFESSIONALLY MANAGED BY AN INDEPENDENT ADVISOR. SCHEDULE D, PART X, LINE 2 THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARDS RELATED TO ACCOUNTING AND REPORTING FOR UNCERTAINITY IN INCOME TAXES. FOR THE SYMPHONY, THESE STANDARDS COULD BE APPLICABLE TO THE INCURRENCE OF ANY UNRELATED BUSINESS INCOME ATTRIBUTABLE TO THE SYMPHONY. BECAUSE OF THE GENERAL TAX-EXEMPT STATUS, THESE STANDARDS ARE NOT ANTICIPATED TO HAVE A MATERIAL IMPACT ON THE SYMPHONY'S FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4B CHANGE IN VALUE OF BENEFICIAL INTEREST - $ 155,584 Endowment Capital Campaign Expenses -$ 166,159 Total ------------ -$ 321,743 SCHEDULE D, PART XII, LINE 4B ENDOWMENT CAMPAIGN EXPENSES - $ 166,159 GALA 2827227 1135129 1692098 53804 40406 97158 33321 351587 LUNAR 565462 24800 540662 46028 730 130181 2 661904 434219 227685 6301 103924 2908 104591 4054593 1594148 2460445 53804 46707 247110 36959 586359 970939 1489506 SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: X false true X X X false false false false false false false false false CARL ST CLAIR MUSIC DIRECTOR 434340 0 0 0 14000 0 0 0 14907 0 463247 0 0 0 JOHN FORSYTE PRESIDENT 320358 0 35000 0 7800 0 23500 0 12774 0 399432 0 0 0 DENNIS KIM CONCERT MASTER 216912 0 0 0 0 0 0 0 14520 0 231432 0 0 0 EMILY RANKIN VP OF DEVELOPMENT 225553 0 0 0 0 0 6900 0 8464 0 240917 0 0 0 SEAN SUTTON EVP & COO 174779 0 12500 0 0 0 6035 0 14907 0 208221 0 0 0 NIKKI CRABTREE-PALLEY SR DIRECTOR OF MAJOR GIFTS 182326 0 0 0 0 0 5572 0 746 0 188644 0 0 0 EILEEN JEANETTE VP OF ARTISTIC PLANNING & PROD 148348 0 10000 0 0 0 4911 0 12828 0 176087 0 0 0 DANA LONG VP OF MARKETING & COMM. 129379 0 5000 0 0 0 4779 0 13557 0 152715 0 0 0 PART I, LINE 1A MR. CARL ST. CLAIR RECEIVES A HOUSING ALLOWANCE THAT IS INCLUDED IN HIS REPORTABLE COMPENSATION. STEPHANIE SMITH NIECE OF SUSAN ANDERSON 71683 EMPLOYEE-SPECIAL PROJ. MANAGER false PART IV, LINE 1, COLUMN B (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION - NIECE OF SUSAN ANDERSON, BOD VICE CHAIR, DEVELOPMENT. X 83121 12386423 FMV X GALA 7 320170 FMV false false true SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B). SCHEDULE M, PART I, LINE 32(B) MAIN MANAGEMENT, THE ORGANIZATION'S ENDOWMENT ADVISORS, MANAGES THE PROCESS OF RECEIVING AND SELLING THE STOCK GIFTS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD NOMINATES BOARD MEMBERS FOR THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL DOCUMENTS BEFORE THEY ARE SUBMITTED AND FINALIZED. THE FULL FORM 990, AS FILED WITH THE GOVERNMENT, IS REVIEWED BY THE AUDIT COMMITTEE. ADDITIONALLY, THE FULL FORM 990, WAS DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS INSTITUTED AN ANNUAL STATEMENT OF COMPLIANCE WHICH IS DISTRIBUTED TO ALL BOARD MEMBERS TO COMPLETE. THIS ANNUAL DISCLOSURE IS USED TO MONITOR TRANSACTIONS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND BOARD APPROVAL FOR THE COMPENSATION PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C THE BOARD OF DIRECTORS HAD CONSTITUED AN AUDIT COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN THE CURRENT REPORTING PERIOD. FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES MANAGEMENT AND GENERAL EXPENSES INCLUDE ALL MARKETING COSTS. THERE ARE NO MARKETING EXPENSES REFLECTED IN PROGRAM SERVICES. FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS CHANGE IN VALUE OF BENEFICIAL INTEREST $155,587.