ERIE PHILHARMONIC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ERIE PHILHARMONIC (EIN 25-6065898)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202241369349304769
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T08:29:44-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coleman & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2415 West Grandview Blvd | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256065898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Erie Philharmonic Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIE | BusinessNameControlTxt |
| Phone | 8144551375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 West 10th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steve Weiser | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 8144551375 | PhoneNum |
| Signature | 2021-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Steve | PersonFirstNm |
| Person Last | Weiser | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julie A Bowers CPA | PreparerPersonNm |
| PTIN | P00547996 | PTIN |
| Phone | 8148663000 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steve Weiser | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 West 10th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,932,372 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.eriephil.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Erie Philharmonic is to strengthen our community and region by providing high quality live orchestra concerts and programs that enrich, entertain and educate people of all ages. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 152 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $23,836 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,822 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,281,212 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,171,057 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $782,595 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,876 | CYProgramServiceRevenueAmt |
| PY Investment Income | $362,424 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,138 | CYInvestmentIncomeAmt |
| PY Other Revenue | $64,926 | PYOtherRevenueAmt |
| CY Other Revenue | -$21,962 | CYOtherRevenueAmt |
| PY Total Revenue | $2,491,157 | PYTotalRevenueAmt |
| CY Total Revenue | $2,304,109 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $893,414 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $706,782 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $22,216 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $83,683 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $922,331 | PYOtherExpensesAmt |
| CY Other Expenses | $477,413 | CYOtherExpensesAmt |
| PY Total Expenses | $1,815,745 | PYTotalExpensesAmt |
| CY Total Expenses | $1,206,411 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $675,412 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,097,698 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,690,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,500,246 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $574,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $927,436 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,116,103 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,572,810 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Erie Philharmonic is to strengthen our community and region by providing high quality live orchestra concerts and programs that enrich, entertain and educate people of all ages. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $679,026 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $65,113 | RevenueAmt |
| Desc | Artistic Endeavors-The mission of the Erie Philharmonic is to strengthen our community and region by providing high quality live orchestra concerts and programs that enrich, entertain and educate people of all ages. As a result of Covid-19, the Erie Philharmonic had to cancel its live, ticketed concert season which consisted of 13 live performances. Instead, the orchestra broadcasted 20 free televised concerts on WQLN PBS, reaching more than 80,000 people from across the region. In addition, small groups of orchestra members provided free performances on public radio and visited neighborhoods throughout the region providing "porch" concerts. From the moment live concerts were canceled, the Philharmonic dedicated itself to seeing the music return. To do so in a way that the entire community enjoyed for free is the embodient of the orchestra's mission to enrich, educate and entertain. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $147,592 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,763 | RevenueAmt |
| Desc | Education-The Erie Philharmonic was able to continue a robust educational outreach program during the 2020-21 season in spite of the Covid-19 pandemic. This included, but was not limited to, the continuation of our nationally recognized 60 day preschool residency program, season-long virtual offerings for the Erie Junior Philharmonic, a kindergarten-readiness program, a virtual concert geared for elementary aged children with associated curriculum distributed to approximately 6,000 students in the Erie area, and a regional family concert tour featuring five performances of Peter and the Wolf in the Park. Each aspect of these educational initiatives featured COVID-specific innovations that will continue in future seasons allowing the Erie Philharmonic the chance to evolve and adapt continually. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $826,618 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 152 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Executive Director | PersonNm |
| Phone | 8144551375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 West 10th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| See attached | |||||||
| list | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven Weiser | |||||||
| Executive Director | 40.00 | $82,459 | $0 | $0 | Yes (X) | ||
| Daniel Meyer | |||||||
| Music Director | 40.00 | $110,210 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $192,669 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $17,385 | FederatedCampaignsAmt |
| Fundraising | $1,390 | FundraisingAmt |
| Government Grants | $255,815 | GovernmentGrantsAmt |
| All Other Contributions | $1,896,467 | AllOtherContributionsAmt |
| Noncash Contributions | $470,595 | NoncashContributionsAmt |
| Total Contributions | $2,171,057 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Ensemble Fees | 711190 | $1,220 | $0 | $0 |
| Sponsors | 711190 | $44,775 | $16,795 | $0 |
| Program Advertising | 711190 | $22,473 | $7,041 | $0 |
| Tuition and Participation Fees | 711190 | $408 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,876 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,251 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,251 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,109 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,645 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$35,536 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$35,536 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $601,719 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $560,832 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,887 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,887 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,875 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,390 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,786 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,089 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,089 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,485 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,485 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,485 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,304,109 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,989 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,836 | UnrelatedBusinessRevenueAmt |
| Exclusion | $92,227 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,520 | TotalAmt |
| Program Services | $17,304 | ProgramServicesAmt |
| Management And General | $43,260 | ManagementAndGeneralAmt |
| Fundraising | $25,956 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,739 | TotalAmt |
| Program Services | $451,511 | ProgramServicesAmt |
| Management And General | $81,367 | ManagementAndGeneralAmt |
| Fundraising | $14,861 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,466 | TotalAmt |
| Program Services | $10,636 | ProgramServicesAmt |
| Management And General | $6,939 | ManagementAndGeneralAmt |
| Fundraising | $2,891 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,057 | TotalAmt |
| Program Services | $39,057 | ProgramServicesAmt |
| Management And General | $9,871 | ManagementAndGeneralAmt |
| Fundraising | $3,129 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,573 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,573 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,345 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $30,345 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,216 | TotalAmt |
| Fundraising | $22,216 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,667 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,667 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,332 | TotalAmt |
| Program Services | $120,332 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,163 | TotalAmt |
| Program Services | $64,165 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $998 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,013 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,013 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,912 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,912 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,111 | TotalAmt |
| Program Services | $1,028 | ProgramServicesAmt |
| Management And General | $2,055 | ManagementAndGeneralAmt |
| Fundraising | $1,028 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,905 | TotalAmt |
| Program Services | $41,905 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,311 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,785 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,785 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,920 | TotalAmt |
| Program Services | $8,294 | ProgramServicesAmt |
| Management And General | $27,849 | ManagementAndGeneralAmt |
| Fundraising | $777 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,739 | TotalAmt |
| Program Services | $719 | ProgramServicesAmt |
| Management And General | $15,901 | ManagementAndGeneralAmt |
| Fundraising | $119 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other Rent Expense | $30,835 | $25,870 | $3,310 | $1,655 |
| Donor Hospitality | $2,532 | $0 | $0 | $2,532 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,270 | TotalAmt |
| Program Services | $45,797 | ProgramServicesAmt |
| Management And General | $38,952 | ManagementAndGeneralAmt |
| Fundraising | $7,521 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,411 | TotalAmt |
| Program Services | $826,618 | ProgramServicesAmt |
| Management And General | $296,110 | ManagementAndGeneralAmt |
| Fundraising | $83,683 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,876 | BOYAmt |
| EOY | $1,153,286 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,495 | BOYAmt |
| EOY | $63,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,058 | BOYAmt |
| EOY | $60,628 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,798 | BOYAmt |
| EOY | $82,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,442,205 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $406,035 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,753 | BOYAmt |
| EOY | $1,036,170 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,594,635 | BOYAmt |
| EOY | $1,970,991 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,738 | BOYAmt |
| EOY | $133,713 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690,353 | BOYAmt |
| EOY | $4,500,246 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,929 | BOYAmt |
| EOY | $97,658 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,805 | BOYAmt |
| EOY | $418,517 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,092 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,200 | BOYAmt |
| EOY | $359,537 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,224 | BOYAmt |
| EOY | $1,724 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574,250 | BOYAmt |
| EOY | $927,436 | 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 | $428,817 | BOYAmt |
| EOY | $1,481,108 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,687,286 | BOYAmt |
| EOY | $2,091,702 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,116,103 | BOYAmt |
| EOY | $3,572,810 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690,353 | BOYAmt |
| EOY | $4,500,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,097,698 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $358,795 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $214 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $747,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $647,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $703,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,291,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,959,333 | CurrentTaxYearAmt |
| Total | $5,349,192 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $831,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $973,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $931,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $741,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,915 | CurrentTaxYearAmt |
| Total | $3,532,821 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,579,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,620,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,635,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,032,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,014,248 | CurrentTaxYearAmt |
| Total | $8,882,013 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $701,048 | CurrentTaxYearAmt |
| Total | $1,635,976 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $701,048 | CurrentTaxYearAmt |
| Total | $1,635,976 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $7,246,037 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,360 | CurrentTaxYearAmt |
| Total | $329,500 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,360 | CurrentTaxYearAmt |
| Total | $329,500 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $25,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,822 | CurrentTaxYearAmt |
| Total | $86,825 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,485 | CurrentTaxYearAmt |
| Total | $196,379 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,494,717 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.76320 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81020 | PublicSupportPY509Pct |
| Investment Income CY | 0.03470 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03530 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III Ln 12 | Other Income Part III, Line 12 Description: Miscellaneous 2016: 28485. 2017: 47729. 2018: 62581. 2019: 50099. 2020: 7485. |
| Other Addl Info | Part III Line 1, 2018: Unusual Grant $525,000 |
| Other Addl Info | Part III, Line 1, 2020:Unusual Grant $221,725 |
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 | $1,594,635 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $444,865 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,236 | OtherExpendituresAmt |
| Administrative Expenses | $8,273 | AdministrativeExpensesAmt |
| End Year Balance | $1,970,991 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,702,660 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | -$28,341 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,018 | OtherExpendituresAmt |
| Administrative Expenses | $7,766 | AdministrativeExpensesAmt |
| End Year Balance | $1,594,635 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,595,415 | BeginningYearBalanceAmt |
| Contributions | $60,550 | ContributionsAmt |
| Investment Earnings Or Losses | $117,837 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,580 | OtherExpendituresAmt |
| Administrative Expenses | $7,562 | AdministrativeExpensesAmt |
| End Year Balance | $1,702,660 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,512,695 | BeginningYearBalanceAmt |
| Contributions | $28,000 | ContributionsAmt |
| Investment Earnings Or Losses | $125,864 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,580 | OtherExpendituresAmt |
| Administrative Expenses | $7,564 | AdministrativeExpensesAmt |
| End Year Balance | $1,595,415 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,348,182 | BeginningYearBalanceAmt |
| Contributions | $81,826 | ContributionsAmt |
| Investment Earnings Or Losses | $155,303 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,714 | OtherExpendituresAmt |
| Administrative Expenses | $6,902 | AdministrativeExpensesAmt |
| End Year Balance | $1,512,695 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06920 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93080 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $96,560 | OtherCostOrOtherBasisAmt |
| Book Value | $96,560 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $428,774 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,165 | DepreciationAmt |
| Book Value | $406,609 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,109 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,251 | DepreciationAmt |
| Book Value | $33,858 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,363 | DepreciationAmt |
| Book Value | $32,684 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $694,715 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,256 | DepreciationAmt |
| Book Value | $466,459 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,036,170 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Equity Funds - Exchange Traded | $376,771 | F |
| Equity Mutual Funds | $1,024,305 | F |
| Fixed Income Mutual Funds | $424,507 | F |
| Money Market Funds | $145,408 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,970,991 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Jr Phil Crese Scholarship | $711 |
| Security Deposits | $1,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,724 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,829,233 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $358,795 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $214 | OtherRevenueAmt |
| Revenue Not Reported | $369,009 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,460,224 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,666 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$164,781 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$156,115 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,304,109 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,372,526 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $164,781 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $174,781 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,197,745 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,666 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,666 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,206,411 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 4b | Special Events direct expenses of $3,786, Rent Direct Expense of $63,645 and Trade Agreements revenue of $97,350. |
| Pt XII, Line 2d | Special Events direct expenses of $3,786, Rent Direct Expense of $63,645, and Trade Agreements expenses of $97,350. |
| Pt V, Line 4 | The permitted annual distributions from the endowment accounts are used to support the charitable, musical, and/or educational purposes of the Organization. |
| Pt XI, Line 2d | Change in beneficial interest in assets held by community foundation. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising Planning and Best Practices | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $22,216 | RetainedByContractorAmt |
| Net To Organization | -$22,216 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $22,216 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$22,216 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $166,730 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Steinway piano | 1 | $82,140 | Opinion of Expert |
| Yes (X) | Pipe Organ | 1 | $221,725 | Appraisal |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 7a | As per the Organization's governing documents, a group referred to as the Board of Governors elects the Board of Directors from a slate of nominees offered by the Leadership/Nominating Committee at an annual meeting. The Board of Directors is authorized under Pennsylvania law, and its governing documents, to make governance decisions on behalf of the organization. Whereas, the Board of Governors is an advisory group with no ownership interest or governing powers. |
| Pt VI, Line 11b | The tax preparer provides the Organization's Executive Director and Board Treasurer with a draft Form 990 and Form 990-T. They are circulated to the Board of Directors in draft form for review. |
| Pt VI, Line 15a | The By-Laws of Erie Philharmonic require that the Board President, Executive Vice-President and General Counsel conduct an annual review of the Executive Director. The results of that review are included in the budgeting process that determines the Executive Director's Compensation. |
| Pt VI, Line 19 | The Erie Philharmonic's conflict of interest policy, Form 990 abd 990-T, and financial statements are held in its office and are available upon request. |
| Pt XI | Change in beneficial interest in assets held by community foundation. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| EPO Services LLC | |||||||||
| 23 West 10th Street Suite 3 | Erie | PA | 16501 | 455497862 | Administrative Services to Parent | PA | -$64,917 | $39,603 | Erie Philharmonic Inc |
| EP Ventures LLC | |||||||||
| 23 West 10th St Suite 3 | Erie | PA | 16501 | 833820702 | Activities related to ownership and rental of real property | PA | -$33,034 | $525,790 | Erie Philharmonic Inc |