2020-03-24T09:35:01-05:00 2019-05-31 351346211 HARDING SHYMANSKI & CO PSC PO BOX 3677 EVANSVILLE IN 47735 990 2018-06-01 350965634 EVANSVILLE PHILHARMONIC ORCHESTRAL CORP EVAN 8124255050 PO BOX 84 EVANSVILLE IN 47701 KIMBERLY BREDEMEIER EXECUTIVE DIRECTOR 8124255050 2020-03-03 1 MICHELE R GRAHAM P00742467 8124649161 2020-03-02 12.233.223.194 2020-03-03 12:13:05 CS P 5B63B9422FAEFAF98CE8A87DFF94A5416DF1C2AF 9D7F27D298BC4BCE59BC2B500876A8E9E3030850 2018 2020-09-23 17:36:50Z KIMBERLY BREDEMEIER PO BOX 84 EVANSVILLE IN 47701 2623564 0 X EVANSVILLEPHILHARMONIC.ORG X 1934 IN TO PROVIDE PERFORMANCES OF QUALITY ORCHESTRAL AND CHORAL MUSIC TO THE COMMUNITY. 30 30 109 205 0 0 937231 1019884 654981 634116 169496 168421 -5862 16663 1755846 1839084 0 0 0 0 1054723 947104 0 0 161259 857239 781737 1911962 1728841 -156116 110243 3716545 3741498 307582 277621 3408963 3463877 TO PROVIDE PERFORMANCES OF QUALITY ORCHESTRAL AND CHORAL MUSIC TO THE COMMUNITY. 0 0 723923 488657 CONCERT SERIES - 6 CLASSICAL AND 8 POPS 278233 25800 OUTREACH PROGRAMS, INCLUDING YOUTH ORCHESTRA CONCERTS, YOUNG PEOPLE'S CONCERTS FOR ELEMENTARY SCHOOL CHILDREN, LOLLIPOPS FOR PRESCHOOL & KINDERGARTEN CHILDREN, SYMPHONY OF COLOR, YOUNG ARTISTS COMPETITION AND OTHER EDUCATIONAL OUTREACH PROGRAMS 164756 119659 OTHER SINGLE CONCERTS - CHORUS, BALLET, AND OTHER SPECIAL EVENTS. 59061 32712 59061 32712 1225973 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 71 0 1 109 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 0 0 IN X VICKI BURCHELL 8124255050 PO BOX 84 EVANSVILLE IN 47701 TIMOTHY ALMQUIST MD DIRECTOR 1.00 X 0 0 0 FR RAYMOND BRENNER DIRECTOR 1.00 X 0 0 0 RICHARD CURBY DIRECTOR 1.00 X 0 0 0 MALLORY DECKARD DIRECTOR 1.00 X 0 0 0 G RICHARD EYKAMP DIRECTOR 1.00 X 0 0 0 JEFF FINK DIRECTOR 1.00 X 0 0 0 PEGGY LEWIS DIRECTOR 1.00 X 0 0 0 REBECCA MALOTTE DIRECTOR 1.00 X 0 0 0 MICHELLE QUINN DIRECTOR 1.00 X 0 0 0 DIANE SCHROEDER DIRECTOR 1.00 X 0 0 0 F STEPHEN SHEETS PAST PRESIDENT 2.00 X 0 0 0 DONALD SHYMANSKI TREASURER 3.00 X X 0 0 0 DR DAVID SMITH DIRECTOR 1.00 X 0 0 0 SUSAN VAUGHN DIRECTOR 1.00 X 0 0 0 THOMAS WASHBURNE DIRECTOR 1.00 X 0 0 0 PAT WELBORN DIRECTOR 1.00 X 0 0 0 LINDA WHITE DIRECTOR 1.00 X 0 0 0 KEVIN WILSON DIRECTOR 1.00 X 0 0 0 CYNTHIA WOLFE SECRETARY 2.50 X X 0 0 0 RITA EYKAMP DIRECTOR 1.00 X 0 0 0 PHYLLIS GRIMM DIRECTOR 1.00 X 0 0 0 LEE VEAZEY ORCHESTRA REPRESENETATIVE 1.00 X 0 0 0 LISA VAUGHAN GUILD PRESIDENT 2.00 X 0 0 0 MICHELLE MCCONNELL CHORUS REPRESENTATIVE 1.00 X 0 0 0 STEVE SCHAEFER MAYOR'S OFFICE REPRESENTATIVE 1.00 X 0 0 0 LOUIS B CADY MD VICE-PRESIDENT 2.00 X 0 0 0 CAROLINE FAIRBANKS AT LARGE MEMBER 2.00 X 0 0 0 PHIL FASSETT DEVELOPMENT CHAIR 2.00 X 0 0 0 MARK POWERS PRESIDENT 7.50 X 0 0 0 KIRSTEN WAGMEISTER PRESIDENT ELECT 5.00 X 0 0 0 ALFRED SAVIA MUSIC DIRECTOR 1.00 X 115924 0 21246 115924 0 21246 1 0 0 0 0 86139 40882 892863 35252 1019884 TICKET SALES 711130 505298 505298 OTHER INCOME 711130 128618 128618 ADVERTISING 711130 200 200 634116 51040 51040 868037 750656 117381 117381 117381 17775 86139 33824 -16049 -16049 MISCELLANEOUS REVENUE 711130 30212 30212 ADVERTISING 711130 2500 2500 32712 1839084 666828 0 152372 126650 126650 820454 783698 -6488 43244 29100 29100 72871 469 72402 12445 4189 6230 2026 173251 92167 81084 50112 49031 556 525 11741 11741 2266 2266 13352 13352 IN-KIND 76203 61184 5032 9987 TRADE 65950 21352 16563 28035 GUEST ARTIST FEES 60291 60291 TICKET FEES 53850 53850 160305 99742 55523 5040 1728841 1225973 341609 161259 336544 533773 93604 170713 19289 20862 306108 125162 183212 180946 2163302 1891594 920594 943610 3716545 3741498 36540 52906 271042 224715 307582 277621 X -140187 268997 614215 413417 2934935 2781463 3408963 3463877 3716545 3741498 X 110243 -162242 106904 9 X X 0 1 X 1 0 X 877128 1245162 899144 937231 503233 4461898 696580 723101 569461 654981 634116 3278239 1573708 1968263 1468605 1592212 1137349 7740137 216557 242667 267142 281184 30389 1037939 0 216557 242667 267142 281184 30389 1037939 6702198 86119 71642 63484 63752 51040 336037 86119 71642 63484 63752 51040 336037 1659827 2039905 1532089 1655964 1188389 8076174 0.82990 0.82470 0.04160 0.04000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2934935 25000 41146 360273 2640808 3123566 223540 398979 13192 2934935 2959396 242178 65850 12158 3123566 3203870 0 -55030 177231 12213 2959396 3194982 1000 144965 124050 13027 3203870 0.00000 0.99320 0.00680 1 0 1056 1056 0 249825 124106 125719 55227 55227 180946 BENEFICIAL INTEREST IN TRUST 470356 UNCONDITIONAL PROMISES TO GIVE 202774 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION ALLIANCE 270480 943610 X 1805800 -162242 106904 -55338 1861138 -22054 -22054 1839084 1750895 33824 33824 1717071 11770 11770 1728841 PART V, LINE 4: CURRENT EARNINGS IN ENDOWMENT FUNDS ARE USED TO FUND CURRENT OPERATIONS OF THE PHILHARMONIC IN ACCORDANCE WITH DONOR WISHES THE ORIGINAL GIFT (PRINCIPAL) AMOUNTS ARE MAINTAINED IN TO PERPETUITY THE PHILHARMONIC OPERATES UNDER INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIC PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS UNDER THIS POLICY, AS APPROVED BY THE BOARD, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO MAXIMIZE TOTAL RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK THE ORGANIZATION EXPECTS ITS ENDOWMENT FUNDS, OVER TIME, TO ROVIDE A MODERATE RATE OF RETURN ANNUALLY ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT MANAGEMENT HAS BEEN MONITORING ITS ENDOWMENT INVESTMENTS WITH THE OBJECTIVE OF PRESERVING PRINCIPAL PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE ORGANIZATION IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AND HAS BEEN DESIGNATED AS A "PUBLICLY SUPPORTED ORGANIZATION. MANAGEMENT EVALUATED THE ORGANIZATION'S UNCERTAIN TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE OFFSETTING INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENT - $11,741 FINANCIAL STATEMENT ROUNDING THROUGH BANK FEES - $29 FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUE ON RETURN NOT ON FINANICAL STATEMENT - $33,824. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE LISTED AS PROGRAM ON FINANCIALS NET WITH REVENUE FOR TAX - $33,824 PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE OFFSETTING INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENT - $11,741 ROUNDING ON AUDITED FINANCIAL STATEMENTS - $29 GALA 55944 46649 9295 26189 GOLF OUTING 30350 21870 8480 7635 3 17620 17620 103914 86139 17775 33824 33824 -16049 0 0 0 0 0 0 0 0 0 ALFRED SAVIA MUSIC DIRECTOR 115924 0 0 0 0 0 10520 0 10726 0 137170 0 0 0 X 2 10000 FMV X GIFT CARDS 130 34252 FMV X RECEPTION 1 2200 FMV X DECOR 1 1000 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 RICHARD AND RITA EYKAMP ARE BOARD MEMBERS AND SPOUSES. ALFRED SAVIA, A KEY EMPLOYEE, IS MARRIED TO A PART-TIME EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 12 IT IS A CONFIDENTIAL AND EFFECTIVE MEANS FOR REPORTING SUSPECTED WRONGFUL CONDUCT. IT FUTHER SERVES TO PROTECT INDIVIDUALS WHO REPORT SUSPECTED WRONGFUL CONDUCT FROM RETALIATION IN ANY FORM. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USED STATISTICAL REPORTS PROVIDED BY THE LEAGUE OF SYMPHONY ORCHESTRAS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 9. FORM 990, PART XII, LINE 2C: NO CHANGES IN PROCESS FROM PRIOR YEAR.