ROCHESTER PHILHARMONIC ORCHESTRA INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER PHILHARMONIC ORCHESTRA INC (EIN 16-0765613)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202401349349300920
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T07:43:21-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474526160 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EFPR GROUP CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH CLINTON AVE SUITE 1500 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160765613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER PHILHARMONIC ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5854547311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 EAST AVENUE LL02 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURTIS LONG | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5854547311 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CURTIS | PersonFirstNm |
| Person Last | LONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER JOHNSTON | PreparerPersonNm |
| PTIN | P00896198 | PTIN |
| Phone | 5854278900 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | CURTIS LONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 EAST AVENUE LL02 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,520,447 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RPO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE, ENGAGE AND ENRICH OUR COMMUNITY THROUGH MUSIC | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 249 | TotalEmployeeCnt |
| Total Volunteers | 215 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,388,249 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,157,298 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $297,534 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,121,826 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,268 | PYInvestmentIncomeAmt |
| CY Investment Income | $219,335 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $21,988 | CYOtherRevenueAmt |
| PY Total Revenue | $7,702,051 | PYTotalRevenueAmt |
| CY Total Revenue | $11,520,447 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $58,800 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,552,027 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,236,588 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $85,144 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $63,216 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $743,646 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,552,223 | PYOtherExpensesAmt |
| CY Other Expenses | $3,542,652 | CYOtherExpensesAmt |
| PY Total Expenses | $7,189,394 | PYTotalExpensesAmt |
| CY Total Expenses | $11,901,256 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $512,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$380,809 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,757,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,122,371 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,480,216 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,295,295 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,277,351 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,827,076 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE, ENGAGE AND ENRICH OUR COMMUNITY THROUGH MUSIC | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,792,151 | ExpenseAmt |
| Grant | $58,800 | GrantAmt |
| Revenue | $3,143,814 | RevenueAmt |
| Desc | SINCE ITS FOUNDING BY GEORGE EASTMAN IN 1922, THE ROCHESTER PHILHARMONIC ORCHESTRA (RPO) HAS BEEN COMMITTED TO ENRICHING AND INSPIRING OUR COMMUNITY THROUGH THE ART OF MUSIC. THE RPO WILL BE CELEBRATING 100 YEARS OF SERVING THE ROCHESTER COMMUNITY IN 2023. THE RPO IS DEDICATED TO MAINTAINING ITS HIGH STANDARD OF ARTISTIC EXCELLENCE, UNIQUE TRADITION OF MUSICAL VERSATILITY, AND DEEP COMMITMENT TO EDUCATION AND COMMUNITY ENGAGEMENT.TODAY, THE RPO PRESENTS UP TO 120 CONCERTS PER YEAR, SERVING NEARLY 170,000 PEOPLE THROUGH TICKETED EVENTS, EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES, AND CONCERTS IN SCHOOLS AND COMMUNITY CENTERS THROUGHOUT THE REGION. NEARLY ONE-THIRD OF ALL RPO PERFORMANCES ARE EDUCATIONAL OR COMMUNITY-RELATED. IN ADDITION, WXXI 91.5 FM REBROADCASTS APPROXIMATELY 30 RPO CONCERTS EACH YEAR, AND WE USE DIGITAL MEDIA, INCLUDING STREAMING TO BRING OUR PROGRAMS TO AUDIENCES REMOTELY. FOR MORE INFORMATION, VISIT RPO.ORG. | Desc |
| Total Program Service Expenses | $9,792,151 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 249 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5854547311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 EAST AVENUE LL02 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CURTIS LONG | ||||||||
| PRESIDENT & CEO | 38.00 | 2.00 | Yes (X) | Yes (X) | $202,422 | $0 | $13,566 | |
| ERIK BEHR | ||||||||
| BOARD MEMBER & MUSICIAN | 27.00 | Yes (X) | $71,941 | $0 | $0 | |||
| DR STANLEY BYRD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA CLARKSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE DADDIS | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM ENGLERT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE FRANGENBERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK FULFORD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMERSON FULLWOOD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM FULMER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULETTE GISSENDANNER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLY HIRANANDANI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR RALPH JOZEFOWICZ | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN KESSLER | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LARS KIRVAN | ||||||||
| BOARD MEMBER & MUSICIAN | 27.00 | Yes (X) | $55,881 | $0 | $0 | |||
| ZUZA KWON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSS LANZAFAME | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHY LINDAHL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DIANE LU | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK MCGOWAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE MILLARD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTOR POLESHUCK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETSY RICE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMAL ROSSI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RON SALLUZZO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR EVA SAUER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY SCHUMACHER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GEORGE SCHWARTZ | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SID SOBEL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH STEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON THOMAS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JIM WATTERS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB WOODHOUSE | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CINDY YANCEY | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RON STEINMILLER | ||||||||
| CFO | 40.00 | Yes (X) | $106,315 | $0 | $0 | |||
| JEFF TYZIK | ||||||||
| POPS CONDUCTOR | 40.00 | $139,292 | $0 | $9,520 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $575,851 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,086 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANDREAS DELFS | |||||
| 68 SOUTH ST | TRUMANSBURG | NY | 14886 | CONDUCTOR | $193,800 |
| FORWARD HEALTHCARE CONSULTANTS | |||||
| 11357 COSTWORD SPRING FARM LANE | ELLICOTT CITY | MD | 21042 | COVID TESTING CONSULTANTS | $133,190 |
| GREENBERG ARTIST LLC | |||||
| 26 BENDER WAY | POUND RIDGE | NY | 10576 | GUEST ARTIST, MUSIC & PROGRAMMING | $104,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $539,787 | RelatedOrganizationsAmt |
| Government Grants | $3,320,049 | GovernmentGrantsAmt |
| All Other Contributions | $4,297,462 | AllOtherContributionsAmt |
| Noncash Contributions | $233,507 | NoncashContributionsAmt |
| Total Contributions | $8,157,298 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES & CONCERT FEES | 711190 | $3,013,576 | $3,013,576 |
| ROCHESTER PHILHARMONIC YOUTH ORCH | 711190 | $108,250 | $108,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,121,826 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $219,335 | TotalRevenueColumnAmt |
| Exclusion | $219,335 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $21,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,988 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,988 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,520,447 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,143,814 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $219,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,800 | TotalAmt |
| Program Services | $58,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,729 | TotalAmt |
| Program Services | $155,701 | ProgramServicesAmt |
| Management And General | $331,028 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,020,253 | TotalAmt |
| Program Services | $5,262,758 | ProgramServicesAmt |
| Management And General | $330,904 | ManagementAndGeneralAmt |
| Fundraising | $426,591 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,833 | TotalAmt |
| Program Services | $69,979 | ProgramServicesAmt |
| Management And General | $45,854 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,613,773 | TotalAmt |
| Program Services | $1,342,919 | ProgramServicesAmt |
| Management And General | $164,686 | ManagementAndGeneralAmt |
| Fundraising | $106,168 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,845 | TotalAmt |
| Management And General | $4,845 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,462 | TotalAmt |
| Management And General | $36,462 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,216 | TotalAmt |
| Fundraising | $63,216 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,405,016 | TotalAmt |
| Program Services | $1,176,663 | ProgramServicesAmt |
| Management And General | $164,583 | ManagementAndGeneralAmt |
| Fundraising | $63,770 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,906 | TotalAmt |
| Program Services | $649,741 | ProgramServicesAmt |
| Fundraising | $20,165 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,373 | TotalAmt |
| Program Services | $70,126 | ProgramServicesAmt |
| Management And General | $8,380 | ManagementAndGeneralAmt |
| Fundraising | $6,867 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,629 | TotalAmt |
| Program Services | $493,016 | ProgramServicesAmt |
| Management And General | $36,613 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,712 | TotalAmt |
| Program Services | $63,824 | ProgramServicesAmt |
| Management And General | $19,295 | ManagementAndGeneralAmt |
| Fundraising | $41,593 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,629 | TotalAmt |
| Management And General | $25,629 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,567 | TotalAmt |
| Management And General | $36,567 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,472 | TotalAmt |
| Program Services | $8,670 | ProgramServicesAmt |
| Management And General | $36,802 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $303,346 | $266,278 | $35,987 | $1,081 |
| MAINTENANCE | $163,130 | $75,306 | $87,824 | |
| CREDIT CARD FEES | $106,784 | $95,164 | $11,620 | |
| PERMITS | $3,206 | $3,206 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,575 | TotalAmt |
| Fundraising | $2,575 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,901,256 | TotalAmt |
| Program Services | $9,792,151 | ProgramServicesAmt |
| Management And General | $1,365,459 | ManagementAndGeneralAmt |
| Fundraising | $743,646 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,659 | BOYAmt |
| EOY | $277,655 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,140 | BOYAmt |
| EOY | $18,144 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,237,312 | BOYAmt |
| EOY | $2,489,533 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,727 | BOYAmt |
| EOY | $223,151 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,865 | BOYAmt |
| EOY | $394,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,215,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,016,379 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,210 | BOYAmt |
| EOY | $198,690 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,872,539 | BOYAmt |
| EOY | $2,697,113 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,592,115 | BOYAmt |
| EOY | $11,823,973 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,757,567 | BOYAmt |
| EOY | $18,122,371 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,297,689 | BOYAmt |
| EOY | $1,458,903 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,213,757 | BOYAmt |
| EOY | $2,101,190 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,770 | BOYAmt |
| EOY | $1,735,202 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,480,216 | BOYAmt |
| EOY | $5,295,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,511,050 | BOYAmt |
| EOY | -$5,076,345 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,788,401 | BOYAmt |
| EOY | $17,903,421 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,277,351 | BOYAmt |
| EOY | $12,827,076 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,757,567 | BOYAmt |
| EOY | $18,122,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$380,809 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$301,324 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,768,142 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | 0 | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,594,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,235,342 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,667,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,340,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,157,298 | CurrentTaxYearAmt |
| Total | $35,995,651 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,665,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,173,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,135,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $296,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,121,826 | CurrentTaxYearAmt |
| Total | $15,392,854 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,260,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,408,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,802,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,637,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,279,124 | CurrentTaxYearAmt |
| Total | $51,388,505 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $51,388,505 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $16,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,335 | CurrentTaxYearAmt |
| Total | $374,939 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $16,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,335 | CurrentTaxYearAmt |
| Total | $374,939 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $21,987 | CurrentTaxYearAmt |
| Total | $156,202 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,412,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,504,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,828,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,654,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,520,446 | CurrentTaxYearAmt |
| Total | $51,919,646 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00720 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00500 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,872,539 | BeginningYearBalanceAmt |
| Contributions | $54,284 | ContributionsAmt |
| Investment Earnings Or Losses | -$82,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $147,703 | OtherExpendituresAmt |
| End Year Balance | $2,697,113 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,377,889 | BeginningYearBalanceAmt |
| Contributions | $2,958,314 | ContributionsAmt |
| Investment Earnings Or Losses | $289,879 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,753,543 | OtherExpendituresAmt |
| End Year Balance | $2,872,539 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $850,295 | BeginningYearBalanceAmt |
| Contributions | $526,217 | ContributionsAmt |
| Investment Earnings Or Losses | $47,977 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $46,600 | OtherExpendituresAmt |
| End Year Balance | $1,377,889 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,148,675 | BeginningYearBalanceAmt |
| Contributions | $13,428 | ContributionsAmt |
| Investment Earnings Or Losses | -$71,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,240,774 | OtherExpendituresAmt |
| End Year Balance | $850,295 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,243,521 | BeginningYearBalanceAmt |
| Contributions | $12,500 | ContributionsAmt |
| Investment Earnings Or Losses | $93,776 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $201,122 | OtherExpendituresAmt |
| End Year Balance | $2,148,675 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $787,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $632,160 | DepreciationAmt |
| Book Value | $155,527 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $427,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $384,219 | DepreciationAmt |
| Book Value | $43,163 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $198,690 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST IN NET ASSETS OF RPO FUND, INC. | Desc |
| Book Value | $11,823,973 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,823,973 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,450,981 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$301,324 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,768,142 | OtherRevenueAmt |
| Revenue Not Reported | -$2,069,466 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,520,447 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,520,447 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,901,256 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,901,256 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,901,256 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND CONTAINS FUNDS RESTRICTED BY DONORS FOR SPECIFIC PURPOSES OR FOR USE IN ACCORDANCE WITH THE ORCHESTRA'S APPROVED SPENDING POLICY. |
| PART X, LINE 2: | IN ACCORDANCE WITH ACCOUNTING GUIDANCE, THE ORCHESTRA RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE ORCHESTRA IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE ORCHESTRA'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN INTEREST IN NET ASSETS OF THE RPO FUND, INC. -1,768,142. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 EAST WISCONSIN AVENUE SUITE 12 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $181,260 | GrossReceiptsAmt |
| Retained By Contractor | $63,216 | RetainedByContractorAmt |
| Net To Organization | $118,044 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $181,260 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $63,216 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $118,044 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UKRAINIAN CULTURAL CENTER OF ROCHESTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 JACKSON RD | AddressLine1Txt |
| City | WEBSTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 160909666 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $58,800 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Purpose Of Grant | TO SUPPORT EFFORTS TO PROVIDE ASSISTANCE TO UKRAINE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PROCEDURE IS PROPER RECORDING OF EXPENSES THROUGH THE LEDGER AND, AS REQUIRED BY VARIOUS GRANTS, REPORTING TO THE GRANTOR. THE PROCESS IS OVERSEEN BY THE DEVELOPMENT DEPARTMENT, DIRECTOR OF INSTITUTIONAL PARTNERSHIPS, BRYCE DAVIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURTIS LONG | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $202,422 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,566 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $215,988 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF TYZIK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | HIGHEST COMPENSATED EMPLOYEE | RelationshipDescriptionTxt |
| Transaction | $104,500 | TransactionAmt |
| Transaction | THE OWNER OF GREENBERG ARTIST LLC IS THE DAUGHTER OF JEFF TYZIK. THE ORGANIZATION CONTRACTS WITH GREEBERG ARTIST LLC FOR PROFESSIONAL SERVICES RELATED TO CONCERT GUEST ARTIST, MUSIC AND PROGRAMMING. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $240,659 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER OF THE BOARD OF DIRECTORS REVIEWED THE 990. A PUBLIC DISCLOSURE COPY WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND CONSIDERATION. THE PUBLIC DISCLOSURE COPY EXCLUDES DONOR NAMES AND ADDRESSES AS SOME OF THE ORCHESTRA'S DONORS WISH TO REMAIN ANONYMOUS, AND THE ORCHESTRA IS RESPECTING THEIR WISHES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICTS ARE DISCLOSED AND REVIEWED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD REVIEWS DATA OF PRESIDENT & CEO COMPENSATION FOR OTHER SIMILAR ORGANIZATIONS AND USES THIS BENCHMARKING INFORMATION TO DETERMINE A COMPENSATION PACKAGE. ONCE THE BOARD HAS PUT TOGETHER A COMPENSATION PACKAGE, BOARD APPROVAL IS THEN OBTAINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE UPON REQUEST AT 255 EAST AVENUE, ROCHESTER, NEW YORK 14604. |
| FORM 990, PART VII, SECTION A, LINE 1A: | THERE ARE TWO MUSICIANS THAT SERVE ON THE ORCHESTRA'S BOARD. THEIR COMPENSATION IS RELATED TO THEIR ROLE AS MUSICIANS IN THE ORCHESTRA AND DOES NOT RELATE TO THEIR CAPACITY AS BOARD MEMBERS. |
| FORM 990, PART IX, LINE 11G | GUEST ARTISTS & CONDUCTORS: PROGRAM SERVICE EXPENSES 801,349. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 801,349. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 375,314. MANAGEMENT AND GENERAL EXPENSES 164,583. FUNDRAISING EXPENSES 63,770. TOTAL EXPENSES 603,667. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST IN NET ASSETS OF THE RPO FUND, INC. -1,768,142. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART XII, LINE 3B: | AS A RESULT OF A FEDERAL AWARD, THE ORGANIZATION WAS REQUIRED TO UNDERGO AN AUDIT AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. AT THE TIME THE AMENDED FORM 990 WAS FILED, THE SINGLE AUDIT FOR THE FISCAL YEAR ENDED JUNE 30, 3022 WAS IN PROCESS BUT NOT YET COMPLETED. |
| EXPLANATION FOR AMENDED FORM 990: | THE 2021 FORM 990 WAS AMENDED DUE TO THE AUDITED FINANCIAL STATEMENTS NOT BEING ISSUED AT THE TIME THE ORIGINAL FORM WAS FILED. THE FOLLOWING PARTS AND SCHEDULES OF THE FORM 990 WERE AMENDED: FORM 990, PAGE 1: ITEM G - DECREASE OF $856,030 LINE 8 - DECREASE OF $63,987 LINE 10 - INCREASE OF $180,624 LINE 15 - INCREASE OF $476,437 LINE 17 - DECREASE OF $477,249 LINE 19 - INCREASE OF $117,450 LINE 20 - DECREASE OF $116,636 LINE 21 - DECREASE OF $814 LINE 22 - INCREASE OF $117,450 FORM 990, PAGE 2, PART III, LINE 4A - PROGRAM SERVICE EXPENSES INCREASED BY $1,508,767 FORM 990, PAGE 7, PART VII, COMPENSATION OF OFFICERS & DIRECTORS: UPDATED FORM 990, PAGE 9, PART VIII, STATEMENT OF REVENUE: LINE 1F - DECREASE OF $63,987 LINE 7D - INCREASE OF $180,624 LINE 12, COLUMN (A) - INCREASE OF $116,638 FORM 990, PAGE 10, PART IX, STATEMENT OF FUNCTIONAL EXPENSES: DUE TO A REALLOCATION OF CERTAIN EXPENSES, SEVERAL AMOUNTS BETWEEN LINES 1 TO 24 CHANGED. LINE 25, COLUMN (A) - DECREASE OF $812 LINE 25, COLUMN (B) - INCREASE OF $1,508,767 LINE 25, COLUMN (C) - DECREASE OF $1,499,059 LINE 25, COLUMN (D) - DECREASE OF $10,520 FORM 990, PAGE 11, PART X, BALANCE SHEET: LINE 3 - DECREASE OF $63,988 LINE 11 - INCREASE OF $180,623 LINE 15 - INCREASE OF $1 LINE 17 - DECREASE OF $2 LINE 23 - DECREASE OF $812 LINE 27 - INCREASE OF $181,347 LINE 28 - DECREASE OF $63,987 FORM 990, PAGE 12, PART XI, RECONCILIATION OF NET ASSETS: LINE 1 - INCREASE OF $116,638 LINE 2 - DECREASE OF $812 LINE 3 - INCREASE OF $117,450 LINE 10 - INCREASE OF $117,450 SCHEDULE A, PAGE 3, PART III, LINE 1 - DECREASE OF $138,987 SCHEDULE D, PAGE 2, PART V: LINE 1B - DECREASE OF $1 LINE 1C - INCREASE OF $180,624 LINE 1G - INCREASE OF $180,623 SCHEDULE D, PAGE 4, PART XI: LINE 1 - DECREASE OF $1,651,504 LINE 2D - DECREASE OF $1,768,142 SCHEDULE D, PAGE 4, PART XII, LINE 1 - DECREASE OF $812 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER PHILHARMONIC ORCHESTRA FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 EAST AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222142389 | EIN |
| Primary Activities | SUPPORT OF RPO, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12D, III-O | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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