OKLAHOMA PHILHARMONIC SOCIETY INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OKLAHOMA PHILHARMONIC SOCIETY INC (EIN 73-1328565)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-03-04
IRS object ID
202140639349300204
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2021-03-04T05:35:32-08:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HSPG & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15400 N GRAND BLVD STE 330AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731328565EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA PHILHARMONIC SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKLABusinessNameControlTxt
Phone4052327575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1424 COLCORD DRIVEAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL HARDTPersonNm
Person TitleFINANCE DIRECTORPersonTitleTxt
Phone4052327575PhoneNum
Signature2021-03-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW L COLEPreparerPersonNm
PTINP02039803PTIN
Phone4058449995PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAGNIESZKA RAKHMATULLAEVPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1424 COLCORD DRSTE BAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,539,457GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.okcphilharmonic.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionPROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLICActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee242TotalEmployeeCnt
Total Volunteers225TotalVolunteersCnt
Total Gross UBI$47,595TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,530,410PYContributionsGrantsAmt
CY Contributions Grants$2,694,299CYContributionsGrantsAmt
PY Program Service Revenue$2,254,335PYProgramServiceRevenueAmt
CY Program Service Revenue$1,761,554CYProgramServiceRevenueAmt
PY Investment Income$31,246PYInvestmentIncomeAmt
CY Investment Income$43,627CYInvestmentIncomeAmt
CY Other Revenue$39,977CYOtherRevenueAmt
PY Total Revenue$5,815,991PYTotalRevenueAmt
CY Total Revenue$4,539,457CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,033,033PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,981,474CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$211,631CYTotalFundraisingExpenseAmt
PY Other Expenses$2,538,600PYOtherExpensesAmt
CY Other Expenses$2,331,881CYOtherExpensesAmt
PY Total Expenses$5,571,633PYTotalExpensesAmt
CY Total Expenses$5,313,355CYTotalExpensesAmt
PY Revenues Less Expenses$244,358PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$773,898CYRevenuesLessExpensesAmt
Total Assets BOY$15,334,487TotalAssetsBOYAmt
Total Assets EOY$14,965,051TotalAssetsEOYAmt
Total Liabilities BOY$1,482,362TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,897,748TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,852,125NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,067,303NetAssetsOrFundBalancesEOYAmt
MissionPROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLICMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,172,912ExpenseAmt
Grant$0GrantAmt
Revenue$1,723,569RevenueAmt
DescSYMPHONY ORCHESTRA PERFORMANCES FOR THE GENERAL PUBLIC FOR CULTURAL AND INTELLECTUAL BENEFIT OF THE COMMUNITY AT LARGE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$38,284ExpenseAmt
Grant$0GrantAmt
Revenue$30,367RevenueAmt
DescEDUCATIONAL ACTIVITIES CONDUCTED BY THE OKLAHOMA CITY ORCHESTRA LEAGUE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,211,196TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document84IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee242EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA PHILHARMONIC SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4052327575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1424 COLCORD DR STE BAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
AGNIESZKA RAKHMATULLAEV
EXECUTIVE DIRECTOR40.00Yes (X)$52,533$0$5,091
JOHN A MICKELTHWATE
MUSIC DIRECTOR40.00Yes (X)$171,147$0$15,091
KRISTINE MARKES
INTERIM EXECUTIVE DIRECTOR40.00Yes (X)$91,036$0$4,206
JEFF STARLING
PRESIDENT0.40Yes (X)$0$0$0Yes (X)
BRENT HART
PRESIDENT ELECT0.40Yes (X)$0$0$0Yes (X)
JANE JAYROE GAMBLE
VICE PRESIDENT0.40Yes (X)$0$0$0Yes (X)
TONY WELCH
TREASURER0.40Yes (X)$0$0$0Yes (X)
KATHY KERR
SECRETARY0.40Yes (X)$0$0$0Yes (X)
TERESA L COOPER
IMMEDIATE PAST PRES.0.40Yes (X)$0$0$0Yes (X)
JANE B HARLOW
LIFETIME DIRECTOR0.40$0$0$0Yes (X)
PATRICK ALEXANDER
LIFETIME DIRECTOR0.40$0$0$0Yes (X)
STEVE AGEE
DIRECTOR0.40$0$0$0Yes (X)
LORI BLACK
DIRECTOR0.40$0$0$0Yes (X)
LOUISE CHURCHILL
DIRECTOR0.40$0$0$0Yes (X)
ROBERT CLEMENTS
DIRECTOR0.40$0$0$0Yes (X)
LAWRENCE DAVIS
DIRECTOR0.40$0$0$0Yes (X)
KEVIN DUNNINGTON
DIRECTOR0.40$0$0$0Yes (X)
VERONICA EGELSTON
DIRECTOR0.40$0$0$0Yes (X)
KRISTEN FERATE
DIRECTOR0.40$0$0$0Yes (X)
JOY HAMMONS
DIRECTOR0.40$0$0$0Yes (X)
DEAN JACKSON
DIRECTOR0.40$0$0$0Yes (X)
MICHAEL E JOSEPH
DIRECTOR0.40$0$0$0Yes (X)
WESLEY KNIGHT
DIRECTOR0.40$0$0$0Yes (X)
KRISTIAN KOS
DIRECTOR0.40$0$0$0Yes (X)
BRADLEY KRIEGER
DIRECTOR0.40$0$0$0Yes (X)
DAVID MCLAUGHLIN
DIRECTOR0.40$0$0$0Yes (X)
MARGARET FREEDE OWENS
DIRECTOR0.40$0$0$0Yes (X)
PATRICK RANDALL
DIRECTOR0.40$0$0$0Yes (X)
DONALD ROWLETT
DIRECTOR0.40$0$0$0Yes (X)
KELLY SACHS
DIRECTOR0.40$0$0$0Yes (X)
MELISSA SCARAMUCCI
DIRECTOR0.40$0$0$0Yes (X)
JERROD SHOUSE
DIRECTOR0.40$0$0$0Yes (X)
GLENNA TANENBAUM
DIRECTOR0.40$0$0$0Yes (X)
MARK TAYLOR
DIRECTOR0.40$0$0$0Yes (X)
DONITA THOMAS
DIRECTOR0.40$0$0$0Yes (X)
CHERYL BRASHEAR WHITE
DIRECTOR0.40$0$0$0Yes (X)
RENATE WIGGIN
DIRECTOR0.40$0$0$0Yes (X)
WENDI WILSON
DIRECTOR0.40$0$0$0Yes (X)
NICK WU
DIRECTOR0.40$0$0$0Yes (X)
JOSEPHINE FREEDE
HONORARY DIRECTOR0.40$0$0$0Yes (X)
DICK SIAS
HONORARY DIRECTOR0.40$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$314,716TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$24,388TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Related Organizations$102,536RelatedOrganizationsAmt
Government Grants$77,843GovernmentGrantsAmt
All Other Contributions$2,513,920AllOtherContributionsAmt
Total Contributions$2,694,299TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
PERFORMANCE REVENUE711130$1,692,926$0$0
PROGRAM ADVERTISING711300$47,595$47,595$0
EDUCATION PROGRAM REVENUE900099$21,033$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$1,761,554TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,627TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$43,627ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$39,977TotalRevenueColumnAmt
Related Or Exempt Func Income$39,977RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$39,977OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,539,457TotalRevenueColumnAmt
Related Or Exempt Func Income$1,753,936RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$47,595UnrelatedBusinessRevenueAmt
Exclusion$43,627ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$422,942TotalAmt
Program Services$188,676ProgramServicesAmt
Management And General$234,266ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,249,552TotalAmt
Program Services$1,897,967ProgramServicesAmt
Management And General$281,666ManagementAndGeneralAmt
Fundraising$69,919FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$120,542TotalAmt
Program Services$71,373ProgramServicesAmt
Management And General$38,359ManagementAndGeneralAmt
Fundraising$10,810FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$188,438TotalAmt
Program Services$150,944ProgramServicesAmt
Management And General$31,971ManagementAndGeneralAmt
Fundraising$5,523FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,960TotalAmt
Program Services$0ProgramServicesAmt
Management And General$35,960ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,501TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,501ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$84,093TotalAmt
Program Services$68,858ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$15,235FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$252,784TotalAmt
Program Services$231,062ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$21,722FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$113,779TotalAmt
Program Services$28,706ProgramServicesAmt
Management And General$71,199ManagementAndGeneralAmt
Fundraising$13,874FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$65,533TotalAmt
Program Services$0ProgramServicesAmt
Management And General$65,533ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$61,564TotalAmt
Program Services$61,564ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,332TotalAmt
Program Services$3,203ProgramServicesAmt
Management And General$814ManagementAndGeneralAmt
Fundraising$315FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$44,350TotalAmt
Program Services$23,448ProgramServicesAmt
Management And General$20,902ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$45,175TotalAmt
Program Services$0ProgramServicesAmt
Management And General$45,175ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
GUEST ARTISTS$479,355$479,355$0$0
MUSIC HALL AND EQUIPMENT RENTAL$485,762$472,508$13,254$0
SALES TAX EXPENSE$106,293$106,293$0$0
AFM-EPF$120,105$120,105$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$431,295TotalAmt
Program Services$307,134ProgramServicesAmt
Management And General$49,928ManagementAndGeneralAmt
Fundraising$74,233FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,313,355TotalAmt
Program Services$4,211,196ProgramServicesAmt
Management And General$890,528ManagementAndGeneralAmt
Fundraising$211,631FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$609,917BOYAmt
EOY$694,480EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,788,786BOYAmt
EOY$2,034,843EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$891,991BOYAmt
EOY$746,351EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$96,096BOYAmt
EOY$117,758EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$302,996BOYAmt
EOY$247,145EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,364,220LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,195,129LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$172,341BOYAmt
EOY$169,091EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$587,738BOYAmt
EOY$590,965EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,884,622BOYAmt
EOY$10,364,418EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,334,487BOYAmt
EOY$14,965,051EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$315,659BOYAmt
EOY$169,098EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,166,703BOYAmt
EOY$1,137,328EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$591,322EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,482,362BOYAmt
EOY$1,897,748EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,542,292BOYAmt
EOY$1,509,172EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,309,833BOYAmt
EOY$11,558,131EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,852,125BOYAmt
EOY$13,067,303EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,334,487BOYAmt
EOY$14,965,051EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$773,898ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$10,924OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,254,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,104,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,669,220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,530,410CurrentTaxYearMinus1YearAmt
Current Tax Year$2,694,299CurrentTaxYearAmt
Total$15,252,553TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,873,789CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,939,529CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,909,098CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,198,740CurrentTaxYearMinus1YearAmt
Current Tax Year$1,713,959CurrentTaxYearAmt
Total$9,635,115TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year$39,977CurrentTaxYearAmt
Total$39,977TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,128,182CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,043,760CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,578,318CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,729,150CurrentTaxYearMinus1YearAmt
Current Tax Year$4,448,235CurrentTaxYearAmt
Total$24,927,645TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$347,272CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$186,497CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,060,297CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,948CurrentTaxYearMinus1YearAmt
Current Tax Year$402,364CurrentTaxYearAmt
Total$2,073,378TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$780,636CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,437,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$2,218,355TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,127,908CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,624,216CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,060,297CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,948CurrentTaxYearMinus1YearAmt
Current Tax Year$402,364CurrentTaxYearAmt
Total$4,291,733TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$20,635,912PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,445CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,692CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,246CurrentTaxYearMinus1YearAmt
Current Tax Year$43,627CurrentTaxYearAmt
Total$207,379TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,445CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,692CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,246CurrentTaxYearMinus1YearAmt
Current Tax Year$43,627CurrentTaxYearAmt
Total$207,379TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$25,135,024TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.82100PublicSupportCY509Pct
Public Support PY5090.77530PublicSupportPY509Pct
Investment Income CY0.00830InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,884,622BeginningYearBalanceAmt
Investment Earnings Or Losses-$10,924InvestmentEarningsOrLossesAmt
Grants Or Scholarships$509,280GrantsOrScholarshipsAmt
End Year Balance$10,364,418EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,353,097BeginningYearBalanceAmt
Contributions$379,332ContributionsAmt
Investment Earnings Or Losses$626,253InvestmentEarningsOrLossesAmt
Grants Or Scholarships$474,060GrantsOrScholarshipsAmt
End Year Balance$10,884,622EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,517,777BeginningYearBalanceAmt
Contributions$700,000ContributionsAmt
Investment Earnings Or Losses$592,213InvestmentEarningsOrLossesAmt
Grants Or Scholarships$456,893GrantsOrScholarshipsAmt
End Year Balance$10,353,097EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,004,127BeginningYearBalanceAmt
Contributions$50,350ContributionsAmt
Investment Earnings Or Losses$920,071InvestmentEarningsOrLossesAmt
Grants Or Scholarships$456,771GrantsOrScholarshipsAmt
End Year Balance$9,517,777EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,415,632BeginningYearBalanceAmt
Contributions$50,000ContributionsAmt
Investment Earnings Or Losses$19,172InvestmentEarningsOrLossesAmt
Grants Or Scholarships$480,677GrantsOrScholarshipsAmt
End Year Balance$9,004,127EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.04860BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.81010PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14130TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,096OtherCostOrOtherBasisAmt
Depreciation$7,007DepreciationAmt
Book Value$11,089BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,346,124OtherCostOrOtherBasisAmt
Depreciation$1,188,122DepreciationAmt
Book Value$158,002BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$169,091TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONSDesc
Book Value$10,364,418BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$10,364,418TotalBookValueOtherAssetsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt XI, Line 2dCHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONS INCLUDED IN AUDITED FINANCIAL STATEMENTS.
Pt V, Line 4ENDOWMENT FUNDS ARE HELD TO SUPPORT THE OVERALL OPERATIONS OF THE SOCIETY WITH CERTAIN AMOUNTS FURTHER RESTRICTED TO SUBSIDIZE THE SOCIETY'S SERVICES PROVIDED TO TWO OTHER NONPROFIT ORGANIZATIONS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJOHN A MICKELTHWATEPersonNm
Base Compensation Filing Org$171,147BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$8,557DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$6,534NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$186,238TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 6MEMBERS ARE ANYONE WHO CONTRIBUTES $100 OR MORE.
Pt VI, Line 7aMEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING.
Pt VI, Line 11bTHE FORM 990 IS SCANNED AND E-MAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. TRUSTEES WILL REPLY TO MANAGEMENT STAFF WITH ANY QUESTIONS OR THEIR APPROVAL TO SIGN THE RETURN.
Pt VI, Line 12cBOARD MEMBERS ARE REQUIRED TO SUBMIT CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. THESE ARE MONITORED AND ENFORCED BY THE EXECUTIVE COMMITTEE OF THE BOARD.
Pt VI, Line 15aTHE COMPENSATION FOR THE TOP OFFICIALS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
Pt VI, Line 15bCOMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
Pt VI, Line 19GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
Pt XILine 9 - CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA CITY ORCHESTRA LEAGUE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1424 COLCORD DRAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesSUPPORT AND EDUCATIONALPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Total Income$272,093TotalIncomeAmt
End Of Year Assets$1,088,067EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA PHILHARMONICBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA CITY PHILHARMONIC FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1424 COLCORD DR STE BAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
EIN731236875EIN
Primary ActivitiesSUPPORTPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status12APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA PHILHARMONICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
OKLAHOMA CITY PHILHARMONIC FOUNDATION INC
C$103,257FMV
OKLAHOMA CITY ORCHESTRA LEAGUE LLC
C$60,000FMV

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.