OKLAHOMA PHILHARMONIC SOCIETY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA PHILHARMONIC SOCIETY INC (EIN 73-1328565)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-02
- IRS object ID
- 202000629349301315
- Schema version
- 2018v3.1
- 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 | 2020-03-02T13:08:57-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSPG & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 N GRAND BLVD STE 330 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731328565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA PHILHARMONIC SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4052327575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 COLCORD DRIVE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL HARDT | PersonNm |
| Person Title | FINANCE DIRECTOR | PersonTitleTxt |
| Phone | 4052327575 | PhoneNum |
| Signature | 2020-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW L COLE | PreparerPersonNm |
| PTIN | P02039803 | PTIN |
| Phone | 4058449995 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.96.148 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-02 | IPDt |
| IP Tm | 13:08:47 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 75C50C30533264212B908FFE499980292D2CC562 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 75C50C30533264212B908FFE499980292D2CC562 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AGNIESZKA RAKHMATULLAEV | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 COLCORD DRSTE B | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,815,991 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.okcphilharmonic.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLIC | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 204 | TotalEmployeeCnt |
| Total Volunteers | 280 | TotalVolunteersCnt |
| Total Gross UBI | $55,595 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,669,220 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,530,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,970,588 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,254,335 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,692 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,246 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,661,500 | PYTotalRevenueAmt |
| CY Total Revenue | $5,815,991 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,798,804 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,033,033 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $222,753 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,411,597 | PYOtherExpensesAmt |
| CY Other Expenses | $2,538,600 | CYOtherExpensesAmt |
| PY Total Expenses | $5,210,401 | PYTotalExpensesAmt |
| CY Total Expenses | $5,571,633 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $451,099 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $244,358 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,280,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,334,487 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,298,834 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,482,362 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,981,514 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,852,125 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLIC | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,460,622 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,184,880 | RevenueAmt |
| Desc | SYMPHONY ORCHESTRA PERFORMANCES FOR THE GENERAL PUBLIC FOR CULTURAL AND INTELLECTUAL BENEFIT OF THE COMMUNITY AT LARGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,353 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,860 | RevenueAmt |
| Desc | EDUCATIONAL ACTIVITIES CONDUCTED BY THE OKLAHOMA CITY ORCHESTRA LEAGUE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,482,975 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | false | 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 204 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | Yes (true) | 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 | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA PHILHARMONIC SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4052327575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 COLCORD DR STE B | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TERESA L COOPER | ||||||
| PRESIDENT | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF STARLING | ||||||
| PRESIDENT ELECT | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENT HART | ||||||
| VICE PRESIDENT | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TONY WELCH | ||||||
| TREASURER | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHY KERR | ||||||
| SECRETARY | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LOUISE CHURCHILL | ||||||
| IMMEDIATE PAST PRES. | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JANE B HARLOW | ||||||
| LIFETIME DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| PATRICK ALEXANDER | ||||||
| LIFETIME DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| STEVE AGEE | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| EDWARD BARTH | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| LORI BLACK | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JOHN CANNON | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| ROBERT CLEMENTS | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE DAVIS | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH FLECKINGER | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JANE JAYROE GAMBLE | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| DEAN JACKSON | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL E JOSEPH | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| WESLEY KNIGHT | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY KRIEGER | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| DAVID MCLAUGHLIN | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| MARGARET FREEDE OWENS | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| DONALD ROWLETT | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| MELISSA SCARAMUCCI | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JOHN SHELTON | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JERROD SHOUSE | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| GLENNA TANENBAUM | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| MARK TAYLOR | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| DONITA THOMAS | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| CHERYL BRASHEAR WHITE | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| RENATE WIGGIN | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| WENDI WILSON | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JOSEPHINE FREEDE | ||||||
| HONORARY DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| DICK SIAS | ||||||
| HONORARY DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| RONALD WALKER | ||||||
| EXECUTIVE DIRECTOR THRU 03/19 | 40.00 | Yes (X) | $198,638 | $0 | $19,763 | |
| JOHN A MICKELTHWATE | ||||||
| MUSIC DIRECTOR | 40.00 | Yes (X) | $117,451 | $0 | $12,134 | |
| KRISTINE MARKES | ||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $69,127 | $0 | $7,983 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $385,216 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,880 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $101,267 | RelatedOrganizationsAmt |
| Government Grants | $72,843 | GovernmentGrantsAmt |
| All Other Contributions | $3,356,300 | AllOtherContributionsAmt |
| Noncash Contributions | $854,037 | NoncashContributionsAmt |
| Total Contributions | $3,530,410 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PERFORMANCE REVENUE | 900099 | $2,178,805 | $0 | $0 |
| PROGRAM ADVERTISING | 711300 | $55,595 | $55,595 | $0 |
| EDUCATION PROGRAM REVENUE | 900099 | $19,935 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,254,335 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,246 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,246 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,815,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,198,740 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,595 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,246 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,202 | TotalAmt |
| Program Services | $200,290 | ProgramServicesAmt |
| Management And General | $268,912 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250,841 | TotalAmt |
| Program Services | $1,939,652 | ProgramServicesAmt |
| Management And General | $219,151 | ManagementAndGeneralAmt |
| Fundraising | $92,038 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,585 | TotalAmt |
| Program Services | $69,602 | ProgramServicesAmt |
| Management And General | $36,533 | ManagementAndGeneralAmt |
| Fundraising | $11,450 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,405 | TotalAmt |
| Program Services | $160,506 | ProgramServicesAmt |
| Management And General | $27,899 | ManagementAndGeneralAmt |
| Fundraising | $7,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,020 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $34,020 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,351 | TotalAmt |
| Program Services | $64,389 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $8,962 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,171 | TotalAmt |
| Program Services | $253,615 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $3,556 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,505 | TotalAmt |
| Program Services | $38,671 | ProgramServicesAmt |
| Management And General | $76,956 | ManagementAndGeneralAmt |
| Fundraising | $11,878 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,551 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $64,551 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,215 | TotalAmt |
| Program Services | $46,062 | ProgramServicesAmt |
| Management And General | $153 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,821 | TotalAmt |
| Program Services | $7,491 | ProgramServicesAmt |
| Management And General | $6,148 | ManagementAndGeneralAmt |
| Fundraising | $3,182 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,251 | TotalAmt |
| Program Services | $27,765 | ProgramServicesAmt |
| Management And General | $21,486 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,861 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $44,861 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $554,379 | $554,379 | $0 | $0 |
| MUSIC HALL AND EQUIPMENT RENTAL | $583,898 | $572,621 | $11,277 | $0 |
| SALES TAX EXPENSE | $138,835 | $138,835 | $0 | $0 |
| AFM-EPF | $112,726 | $112,726 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,866 | TotalAmt |
| Program Services | $296,371 | ProgramServicesAmt |
| Management And General | $53,808 | ManagementAndGeneralAmt |
| Fundraising | $84,687 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,571,633 | TotalAmt |
| Program Services | $4,482,975 | ProgramServicesAmt |
| Management And General | $865,905 | ManagementAndGeneralAmt |
| Fundraising | $222,753 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,060 | BOYAmt |
| EOY | $609,917 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,067,975 | BOYAmt |
| EOY | $1,788,786 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,865 | BOYAmt |
| EOY | $891,991 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,043 | BOYAmt |
| EOY | $96,096 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,611 | BOYAmt |
| EOY | $302,996 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,323,121 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,150,780 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,697 | BOYAmt |
| EOY | $172,341 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $587,738 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,353,097 | BOYAmt |
| EOY | $10,884,622 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,280,348 | BOYAmt |
| EOY | $15,334,487 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,742 | BOYAmt |
| EOY | $315,659 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,092 | BOYAmt |
| EOY | $1,166,703 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,834 | BOYAmt |
| EOY | $1,482,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,055,759 | BOYAmt |
| EOY | $1,542,292 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,925,755 | BOYAmt |
| EOY | $12,309,833 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,981,514 | BOYAmt |
| EOY | $13,852,125 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,280,348 | BOYAmt |
| EOY | $15,334,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $244,358 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $626,253 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $3,118,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,254,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,104,231 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,669,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,530,410 | CurrentTaxYearAmt |
| Total | $15,677,140 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,008,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,873,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,939,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,909,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,198,740 | CurrentTaxYearAmt |
| Total | $9,930,079 | 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 | $5,127,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,128,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,043,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,578,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,729,150 | CurrentTaxYearAmt |
| Total | $25,607,219 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $604,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $347,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,060,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,948 | CurrentTaxYearAmt |
| Total | $2,275,552 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,058,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $780,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,437,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $3,277,211 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,663,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,127,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,624,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,060,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,948 | CurrentTaxYearAmt |
| Total | $5,552,763 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,054,456 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,246 | CurrentTaxYearAmt |
| Total | $258,522 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,246 | CurrentTaxYearAmt |
| Total | $258,522 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,865,741 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77530 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75520 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01400 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,353,097 | BeginningYearBalanceAmt |
| Contributions | $379,332 | ContributionsAmt |
| Investment Earnings Or Losses | $626,253 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $474,060 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,884,622 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,517,777 | BeginningYearBalanceAmt |
| Contributions | $700,000 | ContributionsAmt |
| Investment Earnings Or Losses | $592,213 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $456,893 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,353,097 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,004,127 | BeginningYearBalanceAmt |
| Contributions | $50,350 | ContributionsAmt |
| Investment Earnings Or Losses | $920,071 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $456,771 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,517,777 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,415,632 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $19,172 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $480,677 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,004,127 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,092,682 | BeginningYearBalanceAmt |
| Contributions | $465,000 | ContributionsAmt |
| Investment Earnings Or Losses | $257,871 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $399,921 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,415,632 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04850 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77130 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18020 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,786 | DepreciationAmt |
| Book Value | $10,970 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,307,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,145,994 | DepreciationAmt |
| Book Value | $161,371 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $172,341 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONS | Desc |
| Book Value | $10,884,622 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,884,622 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $6,789,646 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $347,552 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $626,253 | OtherRevenueAmt |
| Revenue Not Reported | $973,805 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,815,841 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $150 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $150 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,815,991 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,919,035 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $347,552 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $347,552 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,571,483 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $150 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $150 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,571,633 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 2d | CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONS INCLUDED IN AUDITED FINANCIAL STATEMENTS. |
| Pt V, Line 4 | ENDOWMENT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD WALKER | PersonNm |
| Base Compensation Filing Org | $198,638 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,927 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,836 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $218,401 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
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 | $584,705 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $269,332 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 2 | IN APRIL 2019, THE OKLAHOMA CITY ORCHESTRA LEAGUE ("LEAGUE")CONVERTED TO A SOLE MEMBER LIMITED LIABILITY COMPANY AND NAMED THE OKLAHOMA PHILHARMONIC SOCIETY AS ITS SOLE MEMBER. THE LEAGUE SIMILARLY AMENDED ITS ARTICLES OF ORGANIZATION AND OPERATING AGREEMENT TO MAKE CONFORMING CHANGES TO BECOME A SUPPORTING ORGANIZATION OF THE PHILHARMONIC SOCIETY (SEE ATTACHMENTS). AS A RESULT, THE LEAGUE IS CONSIDERED A DISREGARDED ENTITY FOR TAX REPORTING AND IS INCLUDED IN THE PHILHARMONIC SOCIETY'S TAX RETURN. THE LEAGUE'S MISSION IS TO IMPROVE THE COMMUNITY BY STIMULATING INTEREST IN ORCHESTRAL MUSIC THROUGH THE LEADERSHIP AND DEVELOPMENT OF TRAINED COMMUNITY VOLUNTEERS WHO WILL CONDUCT EDUCATIONAL ACTIVITIES. |
| Pt VI, Line 6 | MEMBERS ARE ANYONE WHO CONTRIBUTES $100 OR MORE. |
| Pt VI, Line 7a | MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. |
| Pt VI, Line 11b | THE 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 12c | BOARD 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 15a | THE COMPENSATION FOR THE TOP OFFICIALS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| Pt VI, Line 15b | COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| Pt VI, Line 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| Pt XI | Line 9 - CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY ORCHESTRA LEAGUE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 COLCORD DR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SUPPORT AND EDUCATIONAL | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Total Income | $255,501 | TotalIncomeAmt |
| End Of Year Assets | $1,210,073 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA PHILHARMONIC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY PHILHARMONIC FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 COLCORD DR STE B | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731236875 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA PHILHARMONIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY PHILHARMONIC FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $101,267 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments