2019-05-14T12:52:23-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990 2017-07-01 420772544 ORCHESTRA IOWA INC ORCH 3193668206 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 JEFFREY COLLIER CEO 3193668206 2019-05-14 1 DAVID LITTLE P01480921 3193632697 67.137.57.251 2019-05-14 10:26:31 CD P 1B5C3D789EA1CAB95545BA7E5C79790E16AB9CAF 01CC2E4419BB59A184AFA57C7A913E66D51EA320 2017 2019-02-21 02:37:17Z ORCHESTRA IOWA JEFFREY COLLIER 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 2544983 0 X WWW.ARTSIOWA.COM/ORCHESTRA X 1952 IA TO FOSTER THE ENJOYMENT OF, AND SUPPORT FOR, FINE SYMPHONIC MUSIC THROUGH QUALITY PERFORMANCES, EDUCATION AND COMMUNITY INVOLVEMENT. 30 30 194 100 0 4771 1237474 1033286 1127661 1463905 61 0 0 21709 2365196 2518900 0 0 0 0 1402566 1555297 0 0 48968 1173527 1066847 2576093 2622144 -210897 -103244 5621098 5642408 726288 690330 4894810 4952078 TO FOSTER THE ENJOYMENT OF, AND SUPPORT FOR, FINE SYMPHONIC MUSIC THROUGH QUALITY PERFORMANCES, EDUCATION AND COMMUNITY INVOLVEMENT. 0 0 1763252 0 1228314 ORCHESTRA IOWA REACHES MORE THAN 25,000 INDIVIDUALS ANNUALLY THROUGH CLASSICAL, POPS, BALLET, OPERA, AND CHAMBER PERFORMANCES AND SPECIAL PRESENTATIONS THROUGHOUT EASTERN IOWA. 332319 0 235591 EDUCATIONAL PROGRAMS PRESENTED EACH YEAR INCLUDE MUSIC IN THE SCHOOLS, PIED PIPER, FIFTH GRADE FIDDLES, YOUTH CONCERTS, AND MUSIC LESSONS OFFERED THROUGH INDIVIDUAL INSTRUCTION. THESE PROGRAMS COMBINE TO BRING MUSIC INTO THE LIVES OF MORE THAN SEVENTEEN THOUSAND CHILDREN ANNUALLY THROUGHOUT LINN AND JOHNSON COUNTIES. 2095571 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 17 0 194 1 1 1 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JEFFREY COLLIER 3193668206 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 LAURIE HAMEN CHAIR 1.00 X X 0 0 0 DENNY REDMOND TREASURER 1.00 X X 0 0 0 MIRELA TAYLOR SECRETARY 1.00 X X 0 0 0 GRETCHEN BRUMWELL DIRECTOR 1.00 X 0 0 0 ANNE CARTER DIRECTOR 1.00 X 0 0 0 DAVID CAVES DIRECTOR 1.00 X 0 0 0 CHARU CHAWLA DIRECTOR 1.00 X 0 0 0 JOYCE FINCH DIRECTOR 1.00 X 0 0 0 DAVID GEHRING DIRECTOR 1.00 X 0 0 0 PAT HANICK DIRECTOR 1.00 X 0 0 0 DAVID HAYES DIRECTOR 1.00 X 0 0 0 DAVID HEMPEL DIRECTOR 1.00 X 0 0 0 KIM HILLYARD DIRECTOR 1.00 X 0 0 0 JAMES HOFFMAN DIRECTOR 1.00 X 0 0 0 BRAD JOHNSON DIRECTOR 1.00 X 0 0 0 DENNIS KRAL DIRECTOR 1.00 X 0 0 0 JEFFREY KRIVIT DIRECTOR 1.00 X 0 0 0 DAVID LAWRENCE DIRECTOR 1.00 X 0 0 0 JOANNA MACHNOWSKI DIRECTOR 1.00 X 0 0 0 DENNIS MCMENIMEN DIRECTOR 1.00 X 0 0 0 TIMOTHY MICHELS DIRECTOR 1.00 X 0 0 0 RICHARD MINETTE DIRECTOR 1.00 X 0 0 0 JEFFREY NIELSEN DIRECTOR 1.00 X 0 0 0 ALLISON OLSON DIRECTOR 1.00 X 0 0 0 CRAIG OLSON DIRECTOR 1.00 X 0 0 0 CATHIE PAYVANDI DIRECTOR 1.00 X 0 0 0 BARBARA PETERSON DIRECTOR 1.00 X 0 0 0 DAN ROGERS DIRECTOR 1.00 X 0 0 0 SARA SAUTER DIRECTOR 1.00 X 0 0 0 KEN SHANE DIRECTOR 1.00 X 0 0 0 DON THOMPSON DIRECTOR 1.00 X 0 0 0 PETER TILLY DIRECTOR 1.00 X 0 0 0 STEPHEN WEST DIRECTOR 1.00 X 0 0 0 THOMAS WOLLE DIRECTOR 1.00 X 0 0 0 JEFFREY COLLIER CHEIF EXECUTIVE OFFICER 40.00 X 91200 0 5258 TIM HANKEWICH MUSIC DIRECTOR 40.00 X 100744 0 0 NARMIN ROLSTON CHEIF FINANCIAL OFFICER 40.00 X 48315 0 5417 240259 0 10675 1 0 0 0 0 277642 8315 20000 80000 647329 1033286 PERFORMANCES AND EVENT 711130 1228314 1228314 TUITION 611600 235591 235591 1463905 24035 8315 24035 0 23757 2048 21709 21709 2518900 1485614 0 0 270528 171646 83955 14927 1033819 917990 101687 14142 151719 133571 15304 2844 99231 83431 13635 2165 35862 35862 10475 10475 729 729 134144 128074 2703 3367 39157 36429 1614 1114 80009 80009 261861 219336 42217 308 8650 188 8462 28574 26532 1208 834 16058 16058 150261 150261 5856 5437 248 171 GUEST ARTIST EXPENSE 149525 149525 PROPERTY TAXES 27578 26025 919 634 MUSIC RENT, PURCHASE, L 24318 24318 EQUIPMENT RENTAL AND MA 10749 10749 83041 82311 730 2622144 2095571 477605 48968 135562 150988 0 20000 5000 25667 4744185 1228965 3666440 3515220 1788429 1956200 5621098 5642408 241212 74723 154286 179138 248618 417973 82172 18496 726288 690330 X 3106921 2968137 730648 926700 1057241 1057241 4894810 4952078 5621098 5642408 X -103244 160512 X X 0 1 X 1 0 X 1023888 948667 1083829 1203899 1028622 5288905 1023888 948667 1083829 1203899 1028622 5288905 5288905 442 101 108 61 0 712 5289617 1295071 0.99990 0.92900 X 137629 137629 4053280 1001948 3051332 303468 201347 102121 249808 25670 224138 3515220 OI FOUNDATION ENDOWMENT FUND 1948941 OTHER ASSETS 7259 1956200 COPIER LEASE 18496 18496 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDE TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE CONSOLIDATED FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE ORGANIZATION'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE ORGANIZATION WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. CELEBRATION 32350 8315 24035 21292 1085 1658 32350 8315 24035 21292 1085 1658 24035 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE ASSOCIATION MAY EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. POLICY QUESTIONS SHALL BE RESERVED FOR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. COPIES OF THE COMPLETED DRAFT FORM 990 (INCLUDING REQUIRED SCHEDULES) WILL BE DISTRIBUTED TO THE ADMINISTRATION/FINANCE COMMITTEE FOR REVIEW AND APPROVAL. ANY QUESTIONS OR CONCERNS WILL BE NOTED AND ADDRESSED, WITH ANY CHANGES BEING INCORPORATED IN THE FORM 990 AS APPROPRIATE. THE UPDATED DRAFT OF THE FORM 990 (INCLUDING REQUIRED SCHEDULES) WILL BE DISTRIBUTED TO EVERY VOTING MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED ANNUALLY TO AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY AND TO DISCLOSE ANY POTENTIAL CONFLICTS. CONFLICTS OF INTEREST, IF ANY, ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS IN ABSENCE OF THE AFFECTED PARTIES. FORM 990, PART VI, SECTION B, LINE 15 THE LEAGUE OF AMERICAN ORCHESTRAS MAINTAINS AN INDUSTRY-WIDE COMPENSATION SURVEY INCLUDES SALARY AND BENEFIT COMPENSATION FOR ALL SALARIED POSITIONS IN ALL ORCHESTRAS BY BUDGET, SIZE AND GEOGRAPHY. ORCHESTA IOWA EXECUTIVE COMMITTEE REVIEWS THE SURVEY ANNUALLY WHEN MAKING COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL PERTINENT FORMS AND POLICIES ARE AVAILABLE BY REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 160,512. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. ORCHESTRA IOWA SYMPHONY SCHOOL LLC 119 3RD AVE SE CEDAR RAPIDS IA 52401 MUSIC EDUCATION IA 221289 8804 ORCHESTRA IOWA INC CEDAR RAPIDS SYMPHONY ORCHESTA FOUNDATION INC 119 THIRD AVE SE CEDAR RAPIDS IA 52401 421335662 TO SUPPORT PROGRAMS OF ORCHESTRA IOWA IA 501(C)(3) LINE 12A, I ORCHESTRA IOWA INC 0 OPUS CONCERT CAFE INC 119 THIRD AVE SE CEDAR RAPIDS IA 52401 453660223 ENTERTAINMENT - LIVE SHOWS IA ORCHESTRA IOWA INC C 13700 1.00000 0 ORCHESTRA IOWA SCHOOL INC 119 THIRD AVE SE CEDAR RAPIDS IA 52401 453660165 MUSIC EDUCATION IA ORCHESTRA IOWA INC C -17333 1.00000 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 CEDAR RAPIDS SYMPHONY ORCHESTRA FOUNDATION INC L 20000 MANAGEMENT FEES