2026-01-27T07:55:34-06:00 2025-06-30 WITHUMSMITHBROWNPC 200 SPECTRUM CENTER DRIVE STE 1700 IRVINE CA 92618 990 2024-07-01 237287150 Segerstrom Center for the Arts % BRIAN FINCK SEGE 7145562121 600 Town Center Drive Costa Mesa CA 92626 BRIAN L FINCK EVP CFO 7145562121 2026-01-30 true true THOMAS PARISI P00013287 9492612808 2026-01-30 2024 2025-03-06 01:10:19Z BRIAN L FINCK 600 Town Center Drive Costa Mesa CA 92626 120336023 false X HTTP://WWW.SCFTA.ORG X 1973 CA ENRICHES AND TRANSFORMS LIVES BY ENTERTAINING, EDUCATING, ENGAGING OUR COMMUNITY THROUGH EXCEPTIONAL PROGRAMS FOR OUR STAGES, FOR THE CLASSROOM, AND FOR OUR COMMUNITY. 42 41 768 519 -950 26516 23759586 26206717 58464127 50920227 41163316 28791913 18949 61079 123405978 105979936 0 0 0 0 15489848 16914108 0 0 10826396 74095585 74498082 89585433 91412190 33820545 14567746 533633708 558175328 184212706 182951711 349421002 375223617 X SEE SCHEDULE O false false 48114946 39959907 CENTER PRESENTATIONS SEGERSTROM CENTER FOR THE ARTS IS ONE OF THE NATION'S PREMIER ARTS ORGANIZATIONS. IT IS A UNIQUE ACHIEVEMENT OF COMMUNITY VISION, INITIATIVE, ARTISTIC ACCOMPLISHMENT AND GENEROSITY KNOWN FOR ITS STUNNING ARCHITECTURE AND TECHNICAL FACILITIES, IMPECCABLE ACOUSTICS AND THE EXCEPTIONAL QUALITY OF THE COMPANIES AND ARTISTS WHO PERFORM HERE. THE CENTER, ORANGE COUNTY'S LARGEST NON-PROFIT ARTS ORGANIZATION,OFFERS THE WORLD'S LEADING DANCE COMPANIES, BROADWAY SHOWS, AWARD-WINNING CLASSICAL, JAZZ AND CABARET ARTISTS, FAMILY ENTERTAINMENT, SPECIAL EVENTS AND YEAR-ROUND EDUCATIONAL PROGRAMS. THE CENTER ENCOMPASSES THE 3,000-SEAT OPERA HOUSE STYLE SEGERSTROM HALL, THE 2,000-SEAT RENEE AND HENRY SEGERSTROM CONCERT HALL, THE 500-SEAT MULTI-FUNCTIONAL SAMUELI THEATER, 250-SEAT JUDY MORR THEATRE AND 46,000-SQUARE-FOOT JULIANNE AND GEORGE ARGYROS PLAZA. THE EDUCATION CENTER INCLUDES THE STUDIO PERFORMANCE SPACE AND BOEING EDUCATION LAB AS WELL AS THE OFFICES FOR THE CENTER'S EDUCATION DEPARTMENT. OTHER AMENITIES INCLUDE TWO PRIVATE DONOR ROOMS, GEORGE'S CAFE AND THE ELEGANT LEATHERBY'S CAFE ROUGE. THE PERFORMANCE VENUES ALL FEATURE ARTIST AMENITIES, INCLUDING DRESSING ROOMS, ARTIST LOUNGES, PRACTICE SUITES AND REHEARSAL STUDIOS. 14021268 8816350 HALL RENTAL OPERATIONS SEGERSTROM CENTER FOR THE ARTS IS ALSO THE HOME OF THREE RESIDENT COMPANIES: PACIFIC SYMPHONY, THE PHILHARMONIC SOCIETY OF ORANGE COUNTY, AND PACIFIC CHORALE. TOGETHER THE RESIDENT COMPANIES HAVE OVER 100 PERFORMANCES A YEAR AT THE CENTER. IN ADDITION TO THE RESIDENT COMPANIES, THE CENTER ALSO RENTS TO OTHER USERS. 5329672 2143970 COMMUNITY ENGAGEMENT AND EDUCATION PROGRAMS THE CENTER HAS ONE OF THE NATION'S MOST RESPECTED EDUCATION AND COMMUNITY ENGAGEMENT DEPARTMENTS TO SERVE ORANGE COUNTY'S DIVERSE COMMUNITIES. THEIR PROGRAMS REACH MORE THAN 360,000 STUDENTS IN ELEMENTARY THROUGH UNIVERSITY LEVELS, EDUCATORS AND FAMILIES WITH PROGRAMS AND EVENTS AT THE CENTER AND IN SCHOOLS AND COMMUNITY EVENTS THROUGHOUT SOUTHERN CALIFORNIA. MANY PERFORMANCES IN FAMILY ORIENTED PRODUCTIONS ARE SENSORY FRIENDLY AND ASL INTERPRETED. THE CENTER IS ALSO HOME TO THE AMERICAN BALLET THEATRE WILLIAM J. GILLESPIE SCHOOL FOR YOUNG DANCERS 3-18 AND STUDIO D: ARTS SCHOOL FOR ALL ABILITIES. 67465886 true true false false false false false false false true true true false false false true true false false false true false false false true false false false false true true false false false false false false false false false false true false false false false false false false false true 316 0 true 768 true true true false false false false true true false false false false false false X 42 41 true false false false true true false true true false true true true true true true true true true true false CA X X BRIAN FINCK 7145562121 600 TOWN CENTER DRIVE COSTA MESA CA 92626 X Casey Reitz President/CEO 40.0 0.0 X X 625687 0 45706 BRIAN FINCK EVP CFO 40.0 0.0 X 427366 0 67780 Lisa Middleton VP MARKETING/COMM 40.0 0.0 X 290826 0 40218 John Oliphant SENIOR HEAD CARPENTER 40.0 0.0 X 277495 0 46540 William Pate HEAD CARPENTER 40.0 0.0 X 228330 0 40252 Dean Yarborough CIO 40.0 0.0 X 197395 0 18657 Aaron Egigian Interim VP Programming 40.0 0.0 X 203528 0 11387 Sally Crockett SECRETARY/DIRECTOR 1.0 0.0 X X 0 0 0 John Phelan CHAIR OF THE BOARD/DIRECTOR 1.0 0.0 X X 0 0 0 Stewart Smith TREAS./DIRECTOR 1.0 0.0 X X 0 0 0 Julia Argyros DIRECTOR 1.0 0.0 X 0 0 0 Deborah Bridges Director 1.0 0.0 X 0 0 0 Louise Bryson Director 1.0 0.0 X 0 0 0 Mark Chan Director 1.0 0.0 X 0 0 0 Marta Bhathal Director 1.0 0.0 X 0 0 0 Sandy Segerstrom Daniels Director 1.0 0.0 X 0 0 0 James Driscoll Director 1.0 0.0 X 0 0 0 Andra G Ellingson Director 1.0 0.0 X 0 0 0 John L Ginger Director 1.0 0.0 X 0 0 0 Jackie Glass Director 1.0 0.0 X 0 0 0 Wendy Hales Director 1.0 0.0 X 0 0 0 Betty Huang Director 1.0 0.0 X 0 0 0 Kate Levering-Jahangiri Director 1.0 0.0 X 0 0 0 Molly Jolly Director 1.0 0.0 X 0 0 0 Roger T Kirwan Director 1.0 0.0 X 0 0 0 Harmon Kong Director 1.0 0.0 X 0 0 0 Karla Kraft Director 1.0 0.0 X 0 0 0 Carole Haes Landon Director 1.0 0.0 X 0 0 0 Shanaz Langson Director 1.0 0.0 X 0 0 0 William Meehan Director 1.0 0.0 X 0 0 0 Ethan F Morgan Director 1.0 0.0 X 0 0 0 Rick J Muth Director 1.0 0.0 X 0 0 0 Walter Parsadayan Director 1.0 0.0 X 0 0 0 Mark Perry Director 1.0 0.0 X 0 0 0 Bart Asner Director 1.0 0.0 X 0 0 0 Maria Rigatti Director 1.0 0.0 X 0 0 0 Elizabeth Segerstrom Director 1.0 0.0 X 0 0 0 Holly Breaux Schwartz Director 1.0 0.0 X 0 0 0 Jesse Bagley Director 1.0 0.0 X 0 0 0 Tony Smith Director 1.0 0.0 X 0 0 0 Connie Spenuzza Director 1.0 0.0 X 0 0 0 John Stratman Director 1.0 0.0 X 0 0 0 Samuel Tang Director 1.0 0.0 X 0 0 0 Kelly Thomson Director 1.0 0.0 X 0 0 0 Laura Vanderhook Director 1.0 0.0 X 0 0 0 Gaddi Vasquez Director 1.0 0.0 X 0 0 0 Jaynine Warner Director 1.0 0.0 X 0 0 0 JANE FUJISHIGE YADA DIRECTOR 1.0 0.0 X 0 0 0 2250627 0 270540 39 false true false Buena Vista Theatrical Group LTD 214 WEST 42ND STREET NEW YORK NY 10036 BROADWAY PRODUCTION 5582078 J Bondi Inc 1212 6th ABE FL 7 NEW YORK NY 10036 Performer 4000000 Broadway Across America Inc 1619 BROADWAY 8TH FLOOR NEW YORK NY 10019 BROADWAY PRESENTER 3011844 I Love Cotton Candy LLC 230 WEST 41ST STREET SUITE 1703 NEW YORK NY 10036 Broadway Production 2566524 Ballet Theatre Foundation Inc 890 Broadway NEW YORK NY 10003 Broadway Production 2164495 64 6586204 19620513 9963409 26206717 CENTER PRESENTATIONS 711110 39959907 39959907 HALL RENTAL OPERATIONS 711110 8816350 8816350 EDUCATION PROGRAMS 711110 2143970 2143970 50920227 8498481 -62029 8560510 0 0 164874 103795 61079 0 61079 61079 27107919 6814487 20293432 20293432 7437805 6586204 7437805 0 0 0 0 0 0 0 105979936 50920227 -950 8560510 X 0 0 0 0 1277607 1277607 0 12842308 5563481 5391839 1886988 365161 162461 154523 48177 1389951 627496 577006 185449 1039081 414793 495959 128329 0 404027 404027 63440 63440 0 0 877825 877825 394359 110277 242114 41968 4341861 4205971 107592 28298 236313 31986 175725 28602 1033757 1033757 0 5038949 4915178 75778 47993 337017 51277 270219 15521 0 298488 24490 262639 11359 4342074 4342074 0 9870628 9628901 147996 93731 884797 884797 PROGRAMMING 33885123 33885123 ATTRACTION SHARE OF RECEIPTS 3337328 3337328 SPECIAL EVENTS 7747722 7747722 DONOR CULTIVATION 409024 409024 995350 165050 677065 153235 91412190 67465886 13119908 10826396 X 216780 441359 13947555 16073898 4076868 3243053 3398236 2148106 0 0 0 0 0 0 0 0 727687 1365857 379180917 216370099 169547356 162810818 301066847 322390977 37328565 45994013 0 0 0 0 3323814 3707247 533633708 558175328 6735490 6980358 0 0 19244701 21457245 158232515 154514108 0 0 0 0 0 0 0 0 0 0 184212706 182951711 X 200499441 210257905 148921561 164965712 349421002 375223617 533633708 558175328 X 14567746 10851436 383433 X X false true X true true true X 52659237 42747453 20733301 23759586 26206717 166106294 0 0 52659237 42747453 20733301 23759586 26206717 166106294 47980401 118125893 3477573 4327781 6104476 7765545 8498481 30173856 0 0 0 78770 -950 77820 0 196357970 91598505 0.60158 0.48953 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 142246825 254268 16841501 4000000 877825 154464769 129065277 322090 17638725 4000000 779267 142246825 115602783 1492299 14693477 2140000 583282 129065277 86715630 45404848 -16038244 479451 115602783 62937982 5040279 22552123 3200000 614754 86715630 0.69360 0.30640 false false 10605607 10605607 309915418 167052482 142862936 1471845 1471845 56088047 49317617 6770430 1100000 1100000 162810818 LTD PTSPS AND HEDGE FUNDS 45994013 F 45994013 0 0 X 116466915 10851436 129935 383433 11364804 105102111 877825 877825 105979936 90664300 129935 129935 90534365 877825 877825 91412190 SCHEDULE D, PART V, LINE 4: THE CENTER'S ENDOWMENT CONSISTS OF 39 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. SCHEDULE D, PART X, LINE 2 - FIN 48 STATEMENT: THE CENTER IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER IRC SECTION 501(C)(3) AND SECTION 23701 OF THE CALIFORNIA REVENUE AND TAXATION CODE AND, THEREFORE, HAS MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE CENTER HAS NOT BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE ("IRS") TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF THE IRC SECTION 509(A). THE CENTER IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. AS A MATTER OF COURSE, VARIOUS TAXING AUTHORITIES, INCLUDING THE IRS, HAVE THE AUTHORITY TO REGULARLY AUDIT THE CENTER. THERE WERE NO TAX YEARS OPEN TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF JUNE 30, 2025 AND 2024. THE CENTER DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE (OR REFLECT) ANY UNCERTAIN TAX POSITIONS. FURTHER, THERE ARE NO INCOME TAX RELATED PENALTIES AND INTEREST INCLUDED IN THESE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF IRREVOCABLE DEFERRED GIFTS $383,433 North America 0 0 Investments 304593 Central America and the Caribbean 0 0 Investments 14075969 Europe (Including Iceland and Greenland) 0 0 Investments 4655637 0 0 0 0 19036199 19036199 true false false true true false CANDELIGHT 14024009 6586204 7437805 428039 4983443 2026323 0 14024009 6586204 7437805 428039 4983443 2026323 7437805 C/O SCFTA 600 Town Cntr Dr COSTA MESA CA 92626 X true true X X X X X X false false false false false false false true false Casey Reitz President/CEO 596507 0 29180 0 0 0 32772 0 12934 0 671393 0 0 0 BRIAN FINCK EVP CFO 398666 0 28700 0 0 0 29045 0 38735 0 495146 0 0 0 Lisa Middleton VP MARKETING/COMM 270326 0 20500 0 0 0 22248 0 17970 0 331044 0 0 0 John Oliphant SENIOR HEAD CARPENTER 269995 0 7500 0 0 0 0 0 46540 0 324035 0 0 0 William Pate HEAD CARPENTER 220830 0 7500 0 0 0 0 0 40252 0 268582 0 0 0 Aaron Egigian Interim VP Programming 190328 0 13200 0 0 0 8163 0 3224 0 214915 0 0 0 Dean Yarborough CIO 184095 0 13300 0 0 0 0 0 18657 0 216052 0 0 0 PART I, LINE 1A - TRAVEL FOR COMPANIONS THE PRESIDENT'S WIFE ACCOMPANIES HIM ON TRIPS TO HELP CULTIVATE DONORS AND NETWORK DURING WORK-RELATED CONFERENCES THAT BENEFIT THE INTEREST OF THE CENTER. ALL TRAVEL AND CONFERENCE EXPENSE REPORTS AND REIMBURSEMENTS ARE PRE-APPROVED AND POST-APPROVED BY THE CHAIR AND NOT TAXABLE TO THE PRESIDENT. PART I, LINE 7 - NONFIXED PAYMENTS OUTSIDE OF THE PRESIDENT/CEO WHOSE BONUS IS CONTRACTUAL, ALL OTHER EMPLOYEES RECEIVING A BONUS IS DETERMINED AT THE BOARD'S DISCRETION. A CIEDB SEGERSTROM 2016 RRF 5 070126 630304653 13034ALDO 2016-06-28 53072460 REFINANCE PREVIOUS ISSUE. false false false B CIEDB SEGERSTROM 2024 RRB 5 010132 630304653 13034A5V8 2024-10-31 31856720 REFINANCE PREVIOUS ISSUE. false false false C CIEDB SEGERSTROM 2017 RRB 5 010128 630304653 13034AUA6 2017-12-12 38855040 REFINANCE PREVIOUS ISSUE. false false false D CIEDB SEGERSTROM 2023 RRB 5 070130 630304653 13034A2S8 2023-05-23 47972820 REFINANCE PREVIOUS ISSUE. false false false A 0 0 53072460 0 0 0 0 0 0 0 53072460 0 2006 true false true true B 0 0 31856720 0 0 0 0 0 0 0 31856720 0 2006 true false true true C 0 0 38855040 0 0 0 0 0 0 0 38855040 0 2006 true false true true D 0 0 47972820 0 0 0 0 0 0 0 47972820 0 2006 true false true true A false false false false 0.00000 0.03000 0.03000 false false false true B false false false false 0.00000 0.03000 0.03000 false false false true C false false false false 0.00000 0.03000 0.03000 false false false true D false false false false 0.00000 0.03000 0.03000 false false false true A false true true true false false 0 false 0 false true B false true true true false false 0 false 0 false true C false true true true false false 0 false 0 false true D false true true true false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK SERIES 2016 (F) DESCRIPTION OF PURPOSE: REFINANCE PREVIOUS ISSUE. USED TO BUILD NEW CONCERT HALL. (A) ISSUER NAME: CIEDB SEGERSTROM 2024 RRB 5% 01/01/32 (F) DESCRIPTION OF PURPOSE: REFINANCE PREVIOUS ISSUE. USED TO BUILD NEW CONCERT HALL. (A) ISSUER NAME: CIEDB SEGERSTROM 2017 RRB 5% 01/01/28 (F) DESCRIPTION OF PURPOSE: REFINANCE PREVIOUS ISSUE. USED TO BUILD NEW CONCERT HALL. (A) ISSUE NAME: CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK SERIES 2023. (F) DESCRIPTION OF PURPOSE: REFINANCE PREVIOUS ISSUE. USED TO BUILD NEW CONCERT HALL. PART III, LINES 3A-3D: THE ORGANIZATION PREVIOUSLY ENGAGED COUNSEL TO ADVISE FOR OTHER AREAS OF POTENTIAL PRIVATE USE. PART IV, LINE 1 NO FILING HAS OCCURRED AS OF THE DATE OF THE FILING OF THIS RETURN. PART I, BOND ISSUE ON LINE A THE BOND ISSUE FOR $53,072,460 HAD AN ISSUE PRICE OF $42,000,000 AND A PREMIUM OF $11,072,460. PART I, BOND ISSUE ON LINE B THE BOND ISSUE FOR $31,856,720 HAD AN ISSUE PRICE OF $28,000,000 AND A PREMIUM OF $3,856,720. PART I, BOND ISSUE ON LINE C THE BOND ISSUE FOR $38,855,040 HAD AN ISSUE PRICE OF $32,000,000 AND A PREMIUM OF $6,855,040. PART I, BOND ISSUE ON LINE D THE BOND ISSUE FOR $47,972,820 HAD AN ISSUE PRICE OF $42,000,000 AND A PREMIUM OF $5,972,820. X 49 9898502 STOCK MARKET VALUE X special event supplies 15 39910 FMV/RETAIL VALUE X airline tickets 1 24997 FMV/RETAIL VALUE false true false FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: SEGERSTROM CENTER FOR THE ARTS ENRICHES AND TRANSFORMS LIVES BY ENTERTAINING, EDUCATING, AND ENGAGING OUR COMMUNITY THROUGH EXCEPTIONAL PROGRAMS FOR OUR STAGES, FOR THE CLASSROOM, AND FOR OUR COMMUNITY. SEGERSTROM CENTER FOR THE ARTS WILL SERVE AS ORANGE COUNTY'S CULTURAL ANCHOR, ELEVATING CIVIC PRIDE AND QUALITY OF LIFE BY REDEFINING WHAT A PERFORMANCE ARTS CENTER CAN BE - CONNECTING OUR COMMUNITY THROUGH POWERFUL ARTISITIC EXPERIENCES THAT STRENGTHEN THE VERY FABRIC OF OUR REGION AND CREATE SHARED POSITIVE EXPERIENCES TO UNITE ALL OF ORANGE COUNTY. FORM 990, PART VI, SECTION A, LINE 2: DIRECTORS ELIZABETH SEGERSTROM AND SANDY SEGERSTROM-DANIELS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION HAS MEMBERS WHO CAN ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A: THERE IS ONE CLASS OF MEMBER AND THEIR RIGHT IS TO ELECT MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS DISTRIBUTED TO THE CHAIR OF THE BOARD, THE AUDIT COMMITTEE CHAIR, THE FINANCE COMMITTEE CHAIR AND THE PRESIDENT OF THE ORGANIZATION FOR REVIEW AND COMMENT. ADDITIONALLY, THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY AND ANNUAL DISCLOSURE QUESTIONNAIRE ARE DISTRIBUTED ANNUALLY TO BE SIGNED BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15: COMPENSATION IS DETERMINED BY THE EXECUTIVE PERSONNEL COMMITTEE BASED ON COMPARISONS WITH OTHER NONPROFIT ORGANIZATIONS AND INDEPENDENT COMPENSATION CONSULTANTS. DOCUMENTATION OF THE COMPENSATION REVIEW PROCESS IS MAINTAINED. FORM 990, PART VI, SECTION C, LINE 18: A FILE COPY OF THE FORM 990 IS KEPT AT SEGERSTROM CENTER FOR THE ARTS FOR INSPECTION. FORM 990, PART VI, SECTION C, LINE 19: FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. ADDITIONALLY, COPIES OF THE LAST THREE PRIOR YEARS' FINANCIAL STATEMENTS ARE POSTED ON OUR WEBSITE. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: CHANGE IN VALUE OF IRREVOCABLE DEFERRED GIFTS $383,433 FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE SELECTION PROCESS HAS NOT CHANGED.