2021-05-14T11:44:54-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2019-07-01 420772544 ORCHESTRA IOWA INC ORCH 3193668206 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 JEFFREY COLLIER CEO 3193668206 2021-05-12 1 DAVID LITTLE P01480921 3193632697 2021-05-12 2019 2022-09-23 18:48:47Z ORCHESTRA IOWA JEFFREY COLLIER 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 2530512 0 X WWW.ARTSIOWA.COM/ORCHESTRA X 1952 IA TO FOSTER THE ENJOYMENT OF, AND SUPPORT FOR, FINE SYMPHONIC MUSIC THROUGH QUALITY PERFORMANCES, EDUCATION AND COMMUNITY INVOLVEMENT. 29 29 277 120 7080 -326 978051 1281335 1434652 1206725 0 0 20320 32844 2433023 2520904 0 0 0 0 1645578 1655337 0 0 131975 1005021 924972 2650599 2580309 -217576 -59405 5615656 5418892 833084 927780 4782572 4491112 TO FOSTER THE ENJOYMENT OF, AND SUPPORT FOR, FINE SYMPHONIC MUSIC THROUGH QUALITY PERFORMANCES, EDUCATION AND COMMUNITY INVOLVEMENT. 0 0 1791534 1034538 ORCHESTRA IOWA REACHES MORE THAN 25,000 INDIVIDUALS ANNUALLY THROUGH CLASSICAL, POPS, BALLET, OPERA, AND CHAMBER PERFORMANCES AND SPECIAL PRESENTATIONS THROUGHOUT EASTERN IOWA. 303067 197831 EDUCATIONAL PROGRAMS PRESENTED EACH YEAR INCLUDE MUSIC IN THE SCHOOLS, PIED PIPER, FIFTH GRADE FIDDLES, YOUTH CONCERTS, AND MUSIC LESSONS OFFERED THROUGH INDIVIDUAL INSTRUCTION. THESE PROGRAMS COMBINE TO BRING MUSIC INTO THE LIVES OF MORE THAN SEVENTEEN THOUSAND CHILDREN ANNUALLY THROUGHOUT LINN AND JOHNSON COUNTIES. 2094601 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 32 0 277 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRIAN ENGLER 3193668206 119 3RD AVE SE CEDAR RAPIDS IA 52401 JOYCE FINCH CHAIR 1.00 X 0 0 0 DENNY REDMOND TREASURER 1.00 1.00 X X 0 0 0 MIRELA TAYLOR SECRETARY 1.00 X X 0 0 0 JEFFREY COLLIER CHEIF EXECUTIVE OFFICER 40.00 1.00 X 98339 0 11889 TIM HANKEWICH MUSIC DIRECTOR 40.00 X 107150 0 0 ANNE CARTER DIRECTOR 1.00 X 0 0 0 DAVID GEHRING DIRECTOR 1.00 X 0 0 0 PAT HANICK DIRECTOR 1.00 1.00 X 0 0 0 DAVID HAYES DIRECTOR 1.00 X 0 0 0 JAMES HOFFMAN DIRECTOR 1.00 X 0 0 0 JOANNA MACHNOWSKI DIRECTOR 1.00 X 0 0 0 DENNIS KRAL DIRECTOR 1.00 X 0 0 0 DENNIS MCMENIMEN DIRECTOR 1.00 X 0 0 0 JEFFREY KRIVIT DIRECTOR 1.00 X 0 0 0 TIMOTHY MICHELS DIRECTOR 1.00 X 0 0 0 RICHARD MINETTE DIRECTOR 1.00 1.00 X 0 0 0 JEFFREY NIELSEN DIRECTOR 1.00 X 0 0 0 CATHIE PAYVANDI DIRECTOR 1.00 X 0 0 0 LISA RHATIGAN DIRECTOR 1.00 X 0 0 0 MARTEN ROORDA DIRECTOR 1.00 X 0 0 0 STEPHEN WEST DIRECTOR 1.00 1.00 X 0 0 0 THOMAS WOLLE DIRECTOR 1.00 X 0 0 0 KURT WASKOW DIRECTOR 1.00 X 0 0 0 BRYANT ANDRUS DIRECTOR 1.00 X 0 0 0 JON BANCKS DIRECTOR 1.00 X 0 0 0 LINDA BARNES DIRECTOR 1.00 X 0 0 0 JANET BLACKLEDGE DIRECTOR 1.00 X 0 0 0 STACY BEYER DIRECTOR 1.00 X 0 0 0 HEATHER SMITH-FRIEDMAN DIRECTOR 1.00 X 0 0 0 ISSA KARADSHEH DIRECTOR 1.00 X 0 0 0 NEAL MARPLE DIRECTOR 1.00 X 0 0 0 LELAND SMITHSON DIRECTOR 1.00 X 0 0 0 MIKE TIERNAN DIRECTOR 1.00 X 0 0 0 205489 0 11889 1 0 0 0 0 418074 80000 58000 725261 1281335 PERFORMANCES AND EVENT 711130 1008894 1001814 7080 TUITION 611600 197831 197831 1206725 42332 9608 32724 32724 OTHER REVENUE 900099 120 120 120 2520904 1232369 7080 120 217379 184311 16534 16534 1164239 968104 119818 76317 168843 134983 26456 7404 104876 87082 11013 6781 9100 9100 27079 24323 2756 60394 58041 2353 101766 57310 44456 91067 64525 26542 67975 67744 231 4519 2199 2320 22658 344 22314 142960 119242 14152 9566 18367 18367 PRODUCTION EXPENSES 149543 149393 150 GUEST ARTIST EXPENSE 104067 103567 500 RENT, PURCHASE & LICENS 51436 51436 PROGRAM BOOKS & NOTES 20398 20398 53643 41273 12370 2580309 2094601 353733 131975 142090 349778 52409 36252 43625 4743358 1486265 3368242 3257093 2016663 1768396 5615656 5418892 190478 120549 210909 180750 427073 597232 4624 29249 833084 927780 X 2707561 2708156 2075011 1782956 4782572 4491112 5615656 5418892 X -59405 -232055 X X 0 1 X 1 0 X 1083829 1203899 1028622 978051 1281335 5575736 1083829 1203899 1028622 978051 1281335 5575736 146743 5428993 108 61 120 289 5576025 4008199 0.97360 0.99040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137629 137629 4053280 1204612 2848668 302642 244975 57667 249807 36678 213129 3257093 OI FOUNDATION ENDOWMENT FUND 1764956 OTHER ASSETS 3440 1768396 COPIER LEASE 29249 29249 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDE TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE CONSOLIDATED FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE ORGANIZATION'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE ORGANIZATION WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE ASSOCIATION MAY EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. POLICY QUESTIONS SHALL BE RESERVED FOR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. COPIES OF THE COMPLETED DRAFT FORM 990 (INCLUDING REQUIRED SCHEDULES) WILL BE DISTRIBUTED TO THE ADMINISTRATION/FINANCE COMMITTEE FOR REVIEW AND APPROVAL. ANY QUESTIONS OR CONCERNS WILL BE NOTED AND ADDRESSED, WITH ANY CHANGES BEING INCORPORATED IN THE FORM 990 AS APPROPRIATE. THE UPDATED DRAFT OF THE FORM 990 (INCLUDING REQUIRED SCHEDULES) WILL BE DISTRIBUTED TO EVERY VOTING MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED ANNUALLY TO AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY AND TO DISCLOSE ANY POTENTIAL CONFLICTS. CONFLICTS OF INTEREST, IF ANY, ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS IN ABSENCE OF THE AFFECTED PARTIES. FORM 990, PART VI, SECTION B, LINE 15 THE LEAGUE OF AMERICAN ORCHESTRAS MAINTAINS AN INDUSTRY-WIDE COMPENSATION SURVEY INCLUDES SALARY AND BENEFIT COMPENSATION FOR ALL SALARIED POSITIONS IN ALL ORCHESTRAS BY BUDGET, SIZE AND GEOGRAPHY. ORCHESTRA IOWA EXECUTIVE COMMITTEE REVIEWS THE SURVEY ANNUALLY WHEN MAKING AND APPROVING COMPENSATION DECISIONS. ALL DECISIONS AND DELIBERATIONS ARE DOCUMENTED IN EXECUTIVE COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 ALL PERTINENT FORMS AND POLICIES ARE AVAILABLE BY REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION -232,055. FROM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. ORCHESTRA IOWA SYMPHONY SCHOOL LLC 119 3RD AVE SE CEDAR RAPIDS IA 52401 MUSIC EDUCATION IA 183314 55252 ORCHESTRA IOWA INC CEDAR RAPIDS SYMPHONY ORCHESTA FOUNDATION INC 119 THIRD AVE SE CEDAR RAPIDS IA 52401 421335662 TO SUPPORT PROGRAMS OF ORCHESTRA IOWA IA 501(C)(3) LINE 12A, I ORCHESTRA IOWA INC 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0