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PLYMOUTH PHILHARMONIC ORCHESTRA INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PLYMOUTH PHILHARMONIC ORCHESTRA INC (EIN 23-7267766)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-02-15
IRS object ID
202420469349303652
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-15T20:57:24-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042734675PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANIEL DENNIS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1990 WASHINGTON STREET STE 203AddressLine1Txt
CityDEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02026ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237267766EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLYMOUTH PHILHARMONIC ORCHESTRA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPLYMBusinessNameControlTxt
Phone5087468008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3174AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02361ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH PINEAULTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5087468008PhoneNum
Signature2024-02-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastPINEAULTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLLEEN D'ALFONSO CPAPreparerPersonNm
PTINP01707306PTIN
Phone6172629898PhoneNum
Preparation2024-02-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELIZABETH PINEAULTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3174AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02361ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,476,480GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PLYMOUTHPHIL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE PLYMOUTH PHILHARMONIC ORCHESTRA, A PROFESSIONAL ORCHESTRAL ENSEMBLE, PRESENTS A WIDE RANGE OF LIVE MUSIC AND EDUCATIONAL PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS ON THE SOUTH SHORE OF MASSACHUSETTS.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee186TotalEmployeeCnt
Total Volunteers90TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,154,897PYContributionsGrantsAmt
CY Contributions Grants$904,957CYContributionsGrantsAmt
PY Program Service Revenue$436,787PYProgramServiceRevenueAmt
CY Program Service Revenue$546,934CYProgramServiceRevenueAmt
PY Investment Income$57PYInvestmentIncomeAmt
CY Investment Income$11,541CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,591,741PYTotalRevenueAmt
CY Total Revenue$1,463,432CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$453,224PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$865,635CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$129,996CYTotalFundraisingExpenseAmt
PY Other Expenses$824,487PYOtherExpensesAmt
CY Other Expenses$693,134CYOtherExpensesAmt
PY Total Expenses$1,277,711PYTotalExpensesAmt
CY Total Expenses$1,558,769CYTotalExpensesAmt
PY Revenues Less Expenses$314,030PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$95,337CYRevenuesLessExpensesAmt
Total Assets BOY$1,084,927TotalAssetsBOYAmt
Total Assets EOY$1,222,883TotalAssetsEOYAmt
Total Liabilities BOY$42,840TotalLiabilitiesBOYAmt
Total Liabilities EOY$240,626TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,042,087NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$982,257NetAssetsOrFundBalancesEOYAmt
MissionTHE PLYMOUTH PHILHARMONIC ORCHESTRA, A PROFESSIONAL ORCHESTRAL ENSEMBLE, PRESENTS A WIDE RANGE OF LIVE MUSIC AND EDUCATIONAL PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS ON THE SOUTH SHORE OF MASSACHUSETTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,146,319ExpenseAmt
Revenue$546,934RevenueAmt
DescSYMPHONY ORCHESTRA OPERATED FOR EDUCATIONAL PURPOSES.Desc
Total Program Service Expenses$1,146,319TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document186IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee186EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIM CORBEN EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5087468008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1116 COURT STREET 3RD FLOORAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02360ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KEVIN KILEY
CHAIR3.00Yes (X)Yes (X)$0$0$0
MICHAEL KEYS
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
HEATHER COZBY
BOARD MEMBER1.00Yes (X)$0$0$0
DEBORAH BOWEN
BOARD MEMBER1.00Yes (X)$0$0$0
KAREN MCARDLE
BOARD MEMBER1.00Yes (X)$0$0$0
ELIZABETH PINEAULT
TREASURER3.00Yes (X)Yes (X)$0$0$0
JOHN EMLER
BOARD MEMBER1.00Yes (X)$0$0$0
GEOFFREY STEWART
BOARD MEMBER1.00Yes (X)$0$0$0
MARY TOROPOV
CLERK1.00Yes (X)$0$0$0
KIM CORBEN
EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$126,796$0$0
ADDY PRESS
BOARD MEMBER1.00Yes (X)$0$0$0
LINDA WALKER SEALE
BOARD MEMBER1.00Yes (X)$0$0$0
CAROL STONE
BOARD MEMBER1.00Yes (X)$0$0$0
ANDREW SIMON
BOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$126,796TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$30,193FundraisingAmt
All Other Contributions$874,764AllOtherContributionsAmt
Total Contributions$904,957TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONCERT TICKET SALESDesc
Business711130BusinessCd
Total Revenue Column$546,934TotalRevenueColumnAmt
Related Or Exempt Func Income$546,934RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$546,934TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,541TotalRevenueColumnAmt
Exclusion$11,541ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$13,048FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$30,193ContriRptFundraisingEventAmt
Fundraising Direct Expenses$13,048FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,463,432TotalRevenueColumnAmt
Related Or Exempt Func Income$546,934RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,541ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$776,596TotalAmt
Program Services$570,140ProgramServicesAmt
Management And General$129,430ManagementAndGeneralAmt
Fundraising$77,026FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$89,039TotalAmt
Program Services$45,455ProgramServicesAmt
Management And General$29,528ManagementAndGeneralAmt
Fundraising$14,056FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$630TotalAmt
Management And General$630ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,250TotalAmt
Management And General$14,250ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,990TotalAmt
Program Services$30,990ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,324TotalAmt
Program Services$3,280ProgramServicesAmt
Management And General$7,044ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$83,383TotalAmt
Program Services$46,550ProgramServicesAmt
Management And General$33,492ManagementAndGeneralAmt
Fundraising$3,341FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,127TotalAmt
Program Services$19,382ProgramServicesAmt
Management And General$4,745ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,790TotalAmt
Management And General$2,790ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,416TotalAmt
Management And General$4,416ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRODUCTION$138,544$138,544
SOLOISTS$88,540$88,540
PRINTING AND PUBLICATIO$65,625$61,989$3,636
TICKETING$53,090$33,465$19,625

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$176,425TotalAmt
Program Services$107,984ProgramServicesAmt
Management And General$32,868ManagementAndGeneralAmt
Fundraising$35,573FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,558,769TotalAmt
Program Services$1,146,319ProgramServicesAmt
Management And General$282,454ManagementAndGeneralAmt
Fundraising$129,996FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$524,551BOYAmt
EOY$479,273EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$51,924BOYAmt
EOY$73,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$175BOYAmt
EOY$76,650EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,990BOYAmt
EOY$9,293EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$30,064LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$23,915LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,939BOYAmt
EOY$6,149EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$486,348BOYAmt
EOY$531,061EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,000BOYAmt
EOY$47,457EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,084,927BOYAmt
EOY$1,222,883EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$22,438BOYAmt
EOY$37,779EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$20,402BOYAmt
EOY$155,691EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$47,156EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$42,840BOYAmt
EOY$240,626EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$860,860BOYAmt
EOY$937,584EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$181,227BOYAmt
EOY$44,673EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,042,087BOYAmt
EOY$982,257EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,084,927BOYAmt
EOY$1,222,883EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$95,337ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$35,507NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$674,107CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$570,572CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$582,785CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,591,684CurrentTaxYearMinus1YearAmt
Current Tax Year$1,451,891CurrentTaxYearAmt
Total$4,871,039TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$674,107CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$570,572CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$582,785CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,591,684CurrentTaxYearMinus1YearAmt
Current Tax Year$1,451,891CurrentTaxYearAmt
Total$4,871,039TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,871,039PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,146CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$180CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57CurrentTaxYearMinus1YearAmt
Current Tax Year$11,541CurrentTaxYearAmt
Total$15,756TotalAmt
FieldValueIRS element (for citing)
Total Support$4,886,795TotalSupportAmt
Public Support CY1700.99680PublicSupportCY170Pct
Public Support PY1700.99760PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$375,000BeginningYearBalanceAmt
Contributions$50,000ContributionsAmt
End Year Balance$425,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$300,000BeginningYearBalanceAmt
Contributions$75,000ContributionsAmt
End Year Balance$375,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$300,000BeginningYearBalanceAmt
End Year Balance$300,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$300,000ContributionsAmt
End Year Balance$300,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,064OtherCostOrOtherBasisAmt
Depreciation$23,915DepreciationAmt
Book Value$6,149BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,149TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$47,156Amt
FieldValueIRS element (for citing)
Total Liability$47,156TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,503,627TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$35,507NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$4,688DonatedServicesAndUseFcltsAmt
Revenue Not Reported$40,195RevenueNotReportedAmt
Revenue Subtotal$1,463,432RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,463,432TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,563,457TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$4,688DonatedServicesUseFcltsAmt
Expenses Not Reported$4,688ExpensesNotReportedAmt
Expenses Subtotal$1,558,769ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,558,769TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationPLYMOUTH PHILHARMONIC ORCHESTRA, INC. EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. PLYMOUTH PHILHARMONIC ORCHESTRA, INC. HAS EVALUATED TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN ITS FISCAL YEAR 2023 RETURNS AND BELIEVES THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF EXAMINED BY FEDERAL OR STATE TAX AUTHORITIES. PLYMOUTH PHILHARMONIC ORCHESTRA, INC.'S FISCAL YEARS 2020 THROUGH 2022 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLFEvent1Nm
Gross Receipts Event1$43,241GrossReceiptsEvent1Amt
Charitable Contri Event1$30,193CharitableContriEvent1Amt
Gross Revenue Event1$13,048GrossRevenueEvent1Amt
Other Direct Expenses Event1$13,048OtherDirectExpensesEvent1Amt
Gross Receipts Total$43,241GrossReceiptsTotalAmt
Charitable Contributions Tot$30,193CharitableContributionsTotAmt
Gross Revenue Total Events$13,048GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$13,048OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$13,048DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S GOVERNING BODY WAS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED IN ACCORDANCE WITH THE "CONFLICT OF INTEREST POLICY". KEY EMPLOYEES AND BOARD MEMBERS COMPLETE A "CONFLICT OF INTEREST ANNUAL AFFIRMATION AND DISCLOSURE STATEMENT" ON WHICH THEY ARE REQUIRED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ALL ANNUAL AFFIRMATIONS ARE REVIEWED BY THE BOARD CHAIR AND THE CHAIR'S AFFIRMATION IS REVIEWED BY ANOTHER BOARD OFFICER. ANY POTENTIAL CONFLICTS IDENTIFIED ARE BROUGHT BEFORE THE BOARD AT THE NEXT REGULAR BOARD MEETING TO DETERMINE THE SIGNIFICANCE OF THE CONFLICT AND WHAT ACTION SHOULD BE TAKEN. THE DIRECTOR INVOLVED DOES NOT PARTICIPATE IN THESE DISCUSSIONS OR VOTE ON ANY MOTIONS REGARDING THE POTENTIAL CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15COMPS. FOR COMPARATIVE PURPOSES, SELECTION CRITERIA WERE DEFINED TO IDENTIFY ORCHESTRAS WITH COMMON MEASURABLE ATTRIBUTES TO THE PHIL, INCLUDING ANNUAL BUDGET SIZE AND THREE CONSECUTIVE YEARS OF EXECUTIVE DIRECTOR INCOME REPORTED ON THE 990. COST OF LIVING CALCULATIONS WERE ALSO PART OF THE COMPARATIVE ANALYSIS. THE IRS RECOMMENDS A MINIMUM OF THREE COMPS. SIX WERE USED. IT IS EXPECTED THAT THE ACTUAL COMPS USED, IN NAME AND NUMBER, WILL VARY FROM YEAR TO YEAR. ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR. KEY COMPONENTS INCLUDED A PERFORMANCE SURVEY COMPLETED BY THE BOARD; A SELF-ANALYSIS COMPLETED BY THE ED; ANNUAL GOALS SET BY THE ED; AND A FORMAL REVIEW CONDUCTED BY THE BOARD CHAIR
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 24EPOSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 36,573. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,596. TOTAL EXPENSES 44,169. CULTIVATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 27,977. TOTAL EXPENSES 27,977. MUSICIANS: PROGRAM SERVICE EXPENSES 22,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,651. CONCERT/HALL CREW: PROGRAM SERVICE EXPENSES 20,114. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,114. SOFTWARE AND COMPUTERS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,669. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,669. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 9,068. MANAGEMENT AND GENERAL EXPENSES 2,725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,793. BROCHURES AND OTHER MARKETING: PROGRAM SERVICE EXPENSES 8,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,070. DUES AND LICENSES: PROGRAM SERVICE EXPENSES 80. MANAGEMENT AND GENERAL EXPENSES 5,526. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,606. SERVICE CHARGES: PROGRAM SERVICE EXPENSES 5,475. MANAGEMENT AND GENERAL EXPENSES 85. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,560. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,863. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,863. SCHOLARSHIPS AWARDED: PROGRAM SERVICE EXPENSES 3,253. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,253. HOSPITALITY: PROGRAM SERVICE EXPENSES 2,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,700.
FORM 990, PART XII, LINE 2C:NO CHANGES FROM THE PRIOR YEAR.

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