2022-02-24T10:03:08-06:00 2021-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 308A DEDHAM MA 02026 990 2020-07-01 237267766 PLYMOUTH PHILHARMONIC ORCHESTRA INC PLYM 5087468008 PO BOX 3174 PLYMOUTH MA 02361 ELIZABETH PINEAULT TREASURER 5087468008 2022-02-24 1 ELIZABETH PINEAULT 999009999 COLLEEN D'ALFONSO CPA P01707306 6172629898 2022-02-24 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ELIZABETH PINEAULT PO BOX 3174 PLYMOUTH MA 02361 601194 0 X WWW.PLYMOUTHPHIL.ORG X 1973 MA THE 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. 10 10 6 0 0 0 570572 575364 280696 0 1146 180 6892 7421 859306 582965 0 0 0 0 399271 388529 0 0 134853 536440 172397 935711 560926 -76405 22039 945247 1009292 258218 225822 687029 783470 THE 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. 0 0 134603 SYMPHONY ORCHESTRA OPERATED FOR EDUCATIONAL PURPOSES. 134603 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X KIM CORBEN EXECUTIVE DIRECTOR 5087468008 116 COURT STREET 3RD FLOOR PLYMOUTH MA 02360 PAUL JEAN CHAIR 3.00 X X 0 0 0 MICHAEL KEYS VICE CHAIR 3.00 X X 0 0 0 ANDREW SIMON BOARD MEMBER 1.00 X 0 0 0 DEBORAH BOWEN BOARD MEMBER 1.00 X 0 0 0 ROBERT COZZONE BOARD MEMBER 1.00 X 0 0 0 KAREN MCARDLE BOARD MEMBER 1.00 X 0 0 0 ELIZABETH PINEAULT TREASURER 3.00 X X 0 0 0 JAMES QUINLAN BOARD MEMBER 1.00 X 0 0 0 GEOFFREY STEWART BOARD MEMBER 1.00 X 0 0 0 MARY TOROPOV CLERK 1.00 X X 0 0 0 KIM CORBEN EXECUTIVE DIRECTOR 40.00 X 110000 0 0 110000 0 0 1 0 0 0 0 50164 40525 484675 575364 180 180 25650 50164 18229 7421 7421 582965 0 0 7601 110000 5500 44000 60500 244958 77333 109074 58551 33571 7834 14477 11260 12019 12019 20260 20260 994 994 4928 4928 35680 35680 558 558 2790 2790 4526 4526 PRINTING AND PUBLICATIO 16555 8191 5159 3205 TICKETING 11993 6961 5032 BROCHURES AND OTHER MAR 10888 2203 8685 MUSICIANS 9949 9949 41257 15638 24282 1337 560926 134603 291470 134853 464994 470269 51924 51924 26000 8048 19837 24946 28604 18335 13059 10269 367433 441836 2000 2000 945247 1009292 14330 17402 233100 130710 10788 77710 258218 225822 X 567399 639924 119630 143546 687029 783470 945247 1009292 22039 74402 0 X X 0 1 X 1 0 X 661828 604545 674107 570572 582785 3093837 661828 604545 674107 570572 582785 3093837 3093837 1633 5367 2832 1146 180 11158 3104995 0.99640 0.99620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 300000 300000 300000 300000 1.00000 0 0 28604 18335 10269 10269 X 657460 74402 93 74495 582965 0 582965 561019 93 93 560926 0 560926 PART X, LINE 2: PLYMOUTH 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 2021 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 2018 THROUGH 2020 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: IN KIND GOODS AND SERVICES PART XII, LINE 2D - OTHER ADJUSTMENTS: IN KIND GOODS AND SERVICES GOLF 75814 50164 25650 18229 NONE 75814 50164 25650 18229 18229 7421 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S GOVERNING BODY WAS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TO 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 15A COMPS. 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.