PHILADELPHIA ORCHESTRA ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PHILADELPHIA ORCHESTRA ASSOCIATION (EIN 23-1352289)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-10
- IRS object ID
- 201831919349300808
- Schema version
- 2016v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-10T08:22:27-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philadelphia Orchestra Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIO MESTICHELLI | InCareOfNm |
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 2158931900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Broad Steet 14th Floor | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIO MESTICHELLI | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2158931900 | PhoneNum |
| Signature | 2018-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank Giardini | PreparerPersonNm |
| PTIN | P00532355 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Allison Vulgamore | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Broad st 14th fl | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,048,240 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.philorch.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1903 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE PHILADELPHIA ORCHESTRA IS ONE OF THE LEADING ORCHESTRAS IN THE WORLD THROUGH OVER A CENTURY OF ACCLAIMED CONCERT PERFORMANCES,EDUCATIONAL CONCERTS AND BEST-SELLING RECORDINGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 55 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 49 | VotingMembersIndependentCnt |
| Total Employee | 491 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $426 | TotalGrossUBIAmt |
| PY Contributions Grants | $30,024,370 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,545,145 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,683,443 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,975,861 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,340,539 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,539,711 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,682,117 | PYOtherRevenueAmt |
| CY Other Revenue | $2,325,682 | CYOtherRevenueAmt |
| PY Total Revenue | $56,730,469 | PYTotalRevenueAmt |
| CY Total Revenue | $55,386,399 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,870,026 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,906,673 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $510,843 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $288,803 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,306,890 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,212,714 | PYOtherExpensesAmt |
| CY Other Expenses | $19,401,925 | CYOtherExpensesAmt |
| PY Total Expenses | $50,593,583 | PYTotalExpensesAmt |
| CY Total Expenses | $50,597,401 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,136,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,788,998 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,257,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,621,226 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,377,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,224,967 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,880,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,396,259 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PHILADELPHIA ORCHESTRA CREATES AND SHARES MUSIC OF THE HIGHEST CALIBER FOR PEOPLE OF ALL AGES AND BACKGROUNDS. THE ORCHESTRA IS COMMITTED TO EXCELLENCE, INNOVATION, AND CREATIVITY, ONSTAGE AND OFF, AND SERVES ITS MANY COMMUNITIES AT HOME AND ABROAD BY PERFORMING MUSIC, ENCOURAGING MUSIC-MAKING, AND IMPROVING THE QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $36,674,418 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $17,359,548 | RevenueAmt |
| Desc | ORCHESTRAL MUSIC PROGRAMS: THE PHILADELPHIA ORCHESTRA TOOK PART IN APPROXIMATELY 198 PERFORMANCE EVENTS THROUGHOUT THE YEAR AT LOCATIONS IN THE U.S. AND ABROAD: SUBSCRIPTION CONCERTS (84), SPECIAL CONCERTS (23), FAMILY AND SCHOOL CONCERTS AND OTHER EDUCATIONAL PERFORMANCES (41), FREE NEIGHBORHOOD EVENTS OR CONCERTS (11), SUMMER PROGRAMS (18), TOURS AND REGIONAL CONCERTS (21). | Desc |
| Total Program Service Expenses | $36,674,418 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | 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 | false | 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 | 182 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 491 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 55 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 49 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | Yes (true) | 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 | false | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIO MESTICHELLI | PersonNm |
| Phone | 2158931900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH BROAD STREET 14TH FL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Richard B Worley | ||||||||
| Board Member/Chairman | 10.0 | 10.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mark Dichter | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Stacy Maria Dutton | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Gary A Frank | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Martin A Heckscher | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| W Anthony Hitschler | ||||||||
| Brd Mbr/Vice Chm end oct 2016 | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joseph H Jacovini | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John H McFadden | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Hillarie L Morgan | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ralph W Muller | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Caroline B Rogers | ||||||||
| Board Member/Vice Chairman | 5.0 | 10.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Adele K Schaeffer | ||||||||
| Board Member/Vice Chairman | 5.0 | 10.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Charles K Valutas | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ramona A Vosbikian | ||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sarah Miller Coulson | ||||||||
| Board Member/Secretary | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John A Affleck | ||||||||
| Board Member (end oct 2016) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James P Brandau | ||||||||
| Board Member (beg july 2017) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elaine Woo Camarda | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Chimicles | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Putnam Coes III | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Cone | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth E Davis | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elise du Pont | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Alexandra T Edsall | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph M Field | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mark J Foley | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Judith F Glick | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joshua S Gross | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Harry R Halloran Jr | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lauren Hart | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Herr | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David F Hoffman | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Osagie O Imasogie | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Harron Imbesi | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ronald L Kaiserman | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Kihn | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Neal W Krouse | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bruce G Leto | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph M Manko Sr | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sandra G Marshall | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert E Mortensen | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Henry N Nassau | ||||||||
| Board Member (end feb 2017) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ajay Raju | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert M Rechnitz | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John R Saler | ||||||||
| Board Member | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott F Schumacker | ||||||||
| Board Member (end oct 2016) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Roberto R Sella | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Peter L Shaw | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Constance S Smukler | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lindy Snider | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Fabio Terlevich | ||||||||
| Board Member (beg oct 2016) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marcia Wells | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James W Zug | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Allison Vulgamore | ||||||||
| Board Member/President and CEO | 40.0 | 10.0 | Yes (X) | Yes (X) | $672,339 | $0 | $46,554 | |
| Mario Mestichelli | ||||||||
| Board Member/Treasurer/CFO | 40.0 | 10.0 | Yes (X) | Yes (X) | $220,197 | $0 | $40,894 | |
| Gloria dePasquale | ||||||||
| Musician/Board Member | 40.0 | 0.0 | Yes (X) | $138,232 | $0 | $24,770 | ||
| David Kim | ||||||||
| Musician/Board Member | 40.0 | 0.0 | Yes (X) | $400,419 | $0 | $36,898 | ||
| Dara Morales | ||||||||
| Musician/Board Member | 40.0 | 0.0 | Yes (X) | $159,390 | $0 | $34,856 | ||
| Amy Oshiro-Morales | ||||||||
| Musician/Board Member | 40.0 | 0.0 | Yes (X) | $141,100 | $0 | $18,381 | ||
| William Polk | ||||||||
| Musician/Board Member | 40.0 | 0.0 | Yes (X) | $138,030 | $0 | $34,106 | ||
| David Bilger | ||||||||
| Musician | 40.0 | 0.0 | $270,131 | $0 | $37,245 | Yes (X) | ||
| Jeffrey Khaner | ||||||||
| Musician | 40.0 | 0.0 | $275,426 | $0 | $34,536 | Yes (X) | ||
| Richard Woodhams | ||||||||
| Musician | 40.0 | 0.0 | $275,703 | $0 | $19,841 | Yes (X) | ||
| Ricardo Morales | ||||||||
| Musician | 40.0 | 0.0 | $320,298 | $0 | $34,220 | Yes (X) | ||
| Jennifer Montone Ressler | ||||||||
| Musician | 40.0 | 0.0 | $263,951 | $0 | $34,206 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,275,216 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $396,507 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 118 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Yannick Nezet-Seguin | ||||||||||
| 1270 CHABANEL EAST | MONTREAL | 0 | CA | QC H2M 1E1 | Music Director | $1,424,000 | ||||
| Opus 3 Artists LLC | ||||||||||
| Artistic Management | $370,868 | 5670 Wilshire Blvd Suite 1790 | LOS ANGELES | CA | 90036 | |||||
| SDA Teleservices Inc | ||||||||||
| Telemarketing | $323,537 | 5757 West Century Blvd Suite 300 | LOS ANGELES | CA | 90045 | |||||
| Action Marketing and Fulfillment In | ||||||||||
| Printing | $299,522 | 805 W 5th Street Suite 10 | LANSDALE | PA | 19466 | |||||
| Eastern Standard LLC | ||||||||||
| Marketing | $295,143 | 1218 Chestnut St 4th Floor | PHILADELPHIA | PA | 19107 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $624,512 | FundraisingAmt |
| Related Organizations | $1,751,703 | RelatedOrganizationsAmt |
| Government Grants | $1,313,585 | GovernmentGrantsAmt |
| All Other Contributions | $27,855,345 | AllOtherContributionsAmt |
| Noncash Contributions | $1,245,637 | NoncashContributionsAmt |
| Total Contributions | $31,545,145 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PHILADELPHIA CONCERTS | 711130 | $11,259,590 | $11,259,590 |
| TOUR CONCERTS | 711130 | $2,207,500 | $2,207,500 |
| SUMMER CONCERTS | 711130 | $1,934,173 | $1,934,173 |
| OUT OF TOWN CONCERTS | 711130 | $1,321,080 | $1,321,080 |
| EDUCATION CONCERTS | 711130 | $253,518 | $253,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,975,861 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,841,119 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $251 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,840,868 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,459 | TotalRevenueColumnAmt |
| Exclusion | $69,459 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,986,659 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,288,067 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $698,592 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $698,592 | TotalRevenueColumnAmt |
| Exclusion | $698,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $334,696 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $624,512 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $373,774 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,078 | TotalRevenueColumnAmt |
| Exclusion | -$39,078 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| IT SHARED SERVICE REIMBURSEMENTS | 900099 | $1,911,439 | $1,911,439 | ||
| EQUITY EARNINGS IN JOINT VENTURE | 900099 | $145,030 | $144,855 | $175 | |
| MISCELLANEOUS INCOME | 900099 | $238,832 | $238,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,295,301 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,386,399 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,359,548 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $426 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,481,280 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,474,139 | TotalAmt |
| Program Services | $1,201,142 | ProgramServicesAmt |
| Management And General | $1,972,068 | ManagementAndGeneralAmt |
| Fundraising | $300,929 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,951,527 | TotalAmt |
| Program Services | $17,180,350 | ProgramServicesAmt |
| Management And General | $2,615,414 | ManagementAndGeneralAmt |
| Fundraising | $1,155,763 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,436,085 | TotalAmt |
| Program Services | $2,111,463 | ProgramServicesAmt |
| Management And General | $250,844 | ManagementAndGeneralAmt |
| Fundraising | $73,778 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,524,699 | TotalAmt |
| Program Services | $1,756,850 | ProgramServicesAmt |
| Management And General | $593,338 | ManagementAndGeneralAmt |
| Fundraising | $174,511 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520,223 | TotalAmt |
| Program Services | $1,127,179 | ProgramServicesAmt |
| Management And General | $296,901 | ManagementAndGeneralAmt |
| Fundraising | $96,143 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,628 | TotalAmt |
| Program Services | $4,115 | ProgramServicesAmt |
| Management And General | $158,973 | ManagementAndGeneralAmt |
| Fundraising | $3,540 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,792 | TotalAmt |
| Management And General | $87,792 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,004 | TotalAmt |
| Fundraising | $50,004 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,803 | TotalAmt |
| Fundraising | $288,803 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,282 | TotalAmt |
| Management And General | $58,282 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500,907 | TotalAmt |
| Program Services | $212,657 | ProgramServicesAmt |
| Management And General | $746,274 | ManagementAndGeneralAmt |
| Fundraising | $541,976 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469,021 | TotalAmt |
| Program Services | $1,465,959 | ProgramServicesAmt |
| Management And General | $1,062 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,263,764 | TotalAmt |
| Program Services | $359,643 | ProgramServicesAmt |
| Management And General | $762,735 | ManagementAndGeneralAmt |
| Fundraising | $141,386 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $951,974 | TotalAmt |
| Management And General | $951,974 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,849 | TotalAmt |
| Program Services | $221,849 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,718,328 | TotalAmt |
| Program Services | $2,275,155 | ProgramServicesAmt |
| Management And General | $438,660 | ManagementAndGeneralAmt |
| Fundraising | $4,513 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,189,899 | TotalAmt |
| Program Services | $3,009,903 | ProgramServicesAmt |
| Management And General | $121,245 | ManagementAndGeneralAmt |
| Fundraising | $58,751 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,608 | TotalAmt |
| Management And General | $40,737 | ManagementAndGeneralAmt |
| Fundraising | $5,871 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,090 | TotalAmt |
| Management And General | $414,090 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,722 | TotalAmt |
| Program Services | $166,142 | ProgramServicesAmt |
| Management And General | $194,580 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ARTISTIC EXPENSES | $4,048,846 | $4,048,846 | ||
| MARKETING & PROMOTION | $1,162,663 | $889,344 | $273,319 | |
| BAD DEBT EXPENSES | $387,582 | $387,582 | ||
| CULTIVATION EXPENSES | $322,592 | $322,592 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,374 | TotalAmt |
| Program Services | $643,821 | ProgramServicesAmt |
| Management And General | $250,223 | ManagementAndGeneralAmt |
| Fundraising | $86,330 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,597,401 | TotalAmt |
| Program Services | $36,674,418 | ProgramServicesAmt |
| Management And General | $10,616,093 | ManagementAndGeneralAmt |
| Fundraising | $3,306,890 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,782 | BOYAmt |
| EOY | $105,751 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,631,999 | BOYAmt |
| EOY | $11,440,076 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,111,598 | BOYAmt |
| EOY | $15,748,583 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,167,564 | BOYAmt |
| EOY | $1,911,356 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,660 | BOYAmt |
| EOY | $24,029 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,651,560 | BOYAmt |
| EOY | $2,097,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,445,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,973,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,533,000 | BOYAmt |
| EOY | $3,472,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,532,676 | BOYAmt |
| EOY | $66,575,219 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,121 | BOYAmt |
| EOY | $607,316 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,347,577 | BOYAmt |
| EOY | $5,639,761 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,257,537 | BOYAmt |
| EOY | $107,621,226 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,933,138 | BOYAmt |
| EOY | $3,024,029 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,513,982 | BOYAmt |
| EOY | $7,357,551 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,930,040 | BOYAmt |
| EOY | $8,843,387 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,377,160 | BOYAmt |
| EOY | $19,224,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$34,000 | BOYAmt |
| EOY | $869,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,291,000 | BOYAmt |
| EOY | $15,081,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,623,377 | BOYAmt |
| EOY | $72,446,259 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,880,377 | BOYAmt |
| EOY | $88,396,259 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,257,537 | BOYAmt |
| EOY | $107,621,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,788,998 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,855,193 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $871,691 | 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 |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,826,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,217,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,283,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,813,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,545,145 | CurrentTaxYearAmt |
| Total | $147,685,752 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,291,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,250,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,507,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,683,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,975,861 | CurrentTaxYearAmt |
| Total | $82,708,091 | 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 |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,117,790 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,467,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,790,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,497,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,521,006 | CurrentTaxYearAmt |
| Total | $230,393,843 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,026,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,944,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,748,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,912,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,873,000 | CurrentTaxYearAmt |
| Total | $45,503,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,026,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,944,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,748,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,912,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,873,000 | CurrentTaxYearAmt |
| Total | $45,503,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $184,890,843 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,423,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,253,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,288,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,006,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,910,578 | CurrentTaxYearAmt |
| Total | $17,883,125 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,423,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,253,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,288,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,006,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,910,578 | CurrentTaxYearAmt |
| Total | $17,883,125 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,708,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,795,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,722,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,928,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,629,997 | CurrentTaxYearAmt |
| Total | $13,784,857 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,249,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,517,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,801,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,432,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,061,581 | CurrentTaxYearAmt |
| Total | $262,061,825 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70552 | PublicSupportCY509Pct |
| Public Support PY509 | 0.67530 | PublicSupportPY509Pct |
| Investment Income CY | 0.06824 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05661 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $50,004 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $50,004 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, 1I | FormAndLineReferenceDesc |
| Explanation | THE PHILADELPHIA ORCHESTRA ASSOCIATION PAID CONSULTING FIRM DUANE MORRIS $50,004 DURING FISCAL YEAR ENDED AUGUST 31, 2017. THIS FIRM WAS HIRED TO SOLICIT FUNDS FROM GOVERNMENTAL ENTITIES ON BEHALF OF THE PHILADELPHIA ORCHESTRA ASSOCIATION; HOWEVER, SINCE THIS FIRM ENGAGES IN LOBBYING ACTIVITIES THAT INDIRECTLY BENEFIT THE ORCHESTRA, THE ORGANIZATION IS TAKING A PRUDENT COURSE AND DISCLOSING THESE FEES IN THE FORM 990. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,532,676 | BeginningYearBalanceAmt |
| Contributions | $1,368,710 | ContributionsAmt |
| Investment Earnings Or Losses | $7,264,937 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,591,104 | OtherExpendituresAmt |
| End Year Balance | $66,575,219 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,640,206 | BeginningYearBalanceAmt |
| Contributions | $2,897,422 | ContributionsAmt |
| Investment Earnings Or Losses | $2,495,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,500,314 | OtherExpendituresAmt |
| End Year Balance | $61,532,676 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,573,248 | BeginningYearBalanceAmt |
| Contributions | $10,857,889 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,136,318 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,654,613 | OtherExpendituresAmt |
| End Year Balance | $59,640,206 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,632,448 | BeginningYearBalanceAmt |
| Contributions | $2,759,786 | ContributionsAmt |
| Investment Earnings Or Losses | $4,734,545 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,553,531 | OtherExpendituresAmt |
| End Year Balance | $53,573,248 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,134,000 | BeginningYearBalanceAmt |
| Contributions | $1,436,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,844,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,782,000 | OtherExpendituresAmt |
| End Year Balance | $48,632,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,554,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $742,000 | DepreciationAmt |
| Book Value | $812,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $587,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $483,000 | DepreciationAmt |
| Book Value | $104,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,962,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,748,000 | DepreciationAmt |
| Book Value | $2,214,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $342,000 | OtherCostOrOtherBasisAmt |
| Book Value | $342,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,472,000 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN TRUSTS | $5,615,281 |
| DUE FROM AFFILIATE | $24,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,639,761 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED BENEFIT OBLIGATION | Desc |
| Amt | $8,843,387 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,843,387 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $68,029,960 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,713,783 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $205,229 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4,409,059 | OtherRevenueAmt |
| Revenue Not Reported | $12,328,071 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,701,889 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $58,282 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$373,772 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$315,490 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,386,399 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $56,215,837 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $143,529 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $5,533,189 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,676,718 | ExpensesNotReportedAmt |
| Expenses Subtotal | $50,539,119 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $58,282 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $58,282 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $50,597,401 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 1 | ENDOWMENT FUNDS THE PHILADELPHIA ORCHESTRA ASSOCIATION'S (ASSOCIATION) CONSOLIDATED AUDITED FINANCIAL STATEMENTS INCLUDE ENDOWMENT FUNDS THAT CONSIST OF ENDOWMENT ASSETS HELD BY THE ASSOCIATION AND ENDOWMENT ASSETS HELD IN TRUST AT PNC. THE FINANCIAL DATA REPORTED IN PART V OF SCHEDULE D EXCLUDES THAT OF THE TRUST SINCE THOSE ENDOWMENT FUNDS ARE SET UP AS A SEPARATE TRUST ORGANIZATION THAT REPORTS ITS OWN FORM 990. THE ENDOWMENT FUNDS, SET UP AS A TRUST, ARE HELD AND ADMINISTERED BY PNC BANK IN THE PHILADELPHIA ORCHESTRA ASSOCIATION ENDOWMENT (EIN: 23-6227203). THE ASSOCIATION'S BOARD OF DIRECTORS CAN DRAW DOWN REVENUE FROM THE TRUST PURSUANT TO THE APPLICATION OF THE BOARD APPROVED SPENDING POLICY IN ACCORDANCE WITH PENNSYLVANIA LAW AND SPECIFIC ELECTION BY THE BOARD. THE DRAW IS SUBJECT TO ALL DONOR IMPOSED RESTRICTIONS. THIS DRAW-DOWN IS REPRESENTED AS A CHARITABLE CONTRIBUTION FROM THE ENDOWMENT FUND ON THE ASSOCIATION'S FORM 990. THE VALUE OF THE TRUST ASSETS WAS $22,387,000 AND $21,352,000 IN FY17 AND FY16, RESPECTIVELY. |
| SCHEDULE D, PART X, LINE 2 | FIN 48 (ASC 740) FOOTNOTE UNDER PROVISIONS OF THE INTERNAL REVENUE CODE, SECTION 501(C)(3), AND THE APPLICABLE INCOME TAX REGULATIONS OF PENNSYLVANIA, THE ASSOCIATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE ASSOCIATION RECOGNIZES OR DERECOGNIZES A TAX POSITION BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. ANY INTEREST AND PENALTIES, IF APPLICABLE, WOULD BE RECORDED IN ADMINISTRATIVE EXPENSES. THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS FOR YEARS PRIOR TO THE YEAR ENDED AUGUST 31, 2013. |
| SCHEDULE D, PARTS XI/XII | THE PHILADELPHIA ORCHESTRA ASSOCIATION PREPARES CONSOLIDATED AUDITED FINANCIAL STATEMENTS THAT INCLUDE THE OPERATION OF: ACADEMY OF MUSIC OF PHILADELPHIA, INC. ACADEMY OF MUSIC OF PHILADELPHIA ENDOWMENT TRUST PHILADELPHIA ORCHESTRA ASSOCIATION ENDOWMENT TRUST THE RECONCILIATION IN SCHEDULE D, PARTS XI AND XII REFLECTS A RECONCILIATION BACK TO THE ASSOCIATIONS ACTIVITIES WITHIN THOSE FINANCIAL STATEMENTS. |
| PART XI RECONCILIATION OF REVENUE | AMOUNTS INCLUDED IN FINANCIAL STATEMENTS REVENUE SECTION, BUT NOT ON FORM 990 revenue section: LINE 2(D) - OTHER INVESTMENT ACTIVITY - POA TRUST ENDOWMENT $ 413,398 SPENDING DRAW FROM POA TRUST ASSETS (1,218,578) REVENUES FROM ACADEMY OF MUSIC 2,565,436 INVESTMENT ACTIVITY - ACADEMY OF MUSIC 1,851,916 TRUST INVESTMENT FEES (19,226) POSTRETIREMENT ADJUSTMENT 816,113 ----------- TOTAL $ 4,409,059 ============ |
| PART XI RECONCILIATION OF REVENUE | AMOUNTS INCLUDED ON FORM 990 REVENUE SECTION, BUT NOT IN FINANCIAL STATEMENTS REVENUE SECTION: LINE 4(B) - OTHER SPECIAL EVENTS EXPENSE (RECLASS) $(373,774) Rounding $ 2 ---------- TOTAL $(373,772) ========== |
| PART XII RECONCILIATION OF EXPENSES | AMOUNTS INCLUDED IN FINANCIAL STATEMENTS EXPENSE SECTION, BUT NOT ON FORM 990 EXPENSE SECTION: LINE 2(D) - OTHER ACADEMY OF MUSIC EXPENSES $5,159,415 SPECIAL EVENTS EXPENSE (RECLASS) 373,774 ------------- TOTAL $5,533,189 ============= |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | RegionTxt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Orchestra Performances | SpecificServicesProvidedTxt |
| Region Total Expenditures | $2,772,262 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $2,772,262 | SubtotalSpentAmt |
| Total Spent | $2,772,262 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Gross ReceiptsGrossReceiptsAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Richard F Bohrer Consulting | ||||||||
| 742 Mason Avenue | Drexel Hill | PA | 19026 | Consulting | false | $49,950 | ||
| Nauset Ventures | ||||||||
| 507 Auburn Avenue | Wyndmoor | PA | 19038 | Consulting | false | $100,988 | ||
| SDA Telefunding Services | ||||||||
| 5757 West Century Blvd suite 300 | Los Angeles | CA | 90045 | Telefunding | false | $136,378 | $225,599 | $89,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $225,599 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $287,316 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $89,221 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Opening Night | Event1Nm |
| Gross Receipts Event1 | $97,935 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,265 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $93,670 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $122,693 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $56,936 | OtherDirectExpensesEvent1Amt |
| Event2 | OPN Night 2 | Event2Nm |
| Gross Receipts Event2 | $420,220 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $289,904 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $130,316 | GrossRevenueEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $441,053 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $330,343 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $110,710 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $115,311 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $78,834 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $959,208 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $624,512 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $334,696 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $238,004 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $135,770 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $373,774 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$39,078 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ADDITIONAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | IN ORDER TO PROVIDE FOR STAFF VACANCIES EXPERIENCED DURING THE YEAR IN THE DEVELOPMENT DEPARTMENT, INDEPENDENT CONTRACTORS WERE ENGAGED TO FILL THOSE ROLES. RICHARD F. BOHRER CONSULTING- GOVERNMENT AND FOUNDATION GRANT WRITER Nauset Venture- CORPORATE GIVING AND GLOBAL INITIATIVES | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Allison Vulgamore | ||||||||||||||
| Board Member/President and CEO | $449,049 | $0 | $75,000 | $0 | $148,290 | $0 | $21,200 | $0 | $26,682 | $0 | $720,221 | $0 | $0 | $0 |
| Mario Mestichelli | ||||||||||||||
| Board Member/Treasurer/CFO | $219,747 | $0 | $0 | $0 | $450 | $0 | $17,740 | $0 | $24,482 | $0 | $262,419 | $0 | $0 | $0 |
| Gloria dePasquale | ||||||||||||||
| Musician/Board Member | $136,708 | $0 | $0 | $0 | $1,524 | $0 | $13,303 | $0 | $12,311 | $0 | $163,846 | $0 | $0 | $0 |
| David Kim | ||||||||||||||
| Musician/Board Member | $400,143 | $0 | $0 | $0 | $276 | $0 | $12,206 | $0 | $25,628 | $0 | $438,253 | $0 | $0 | $0 |
| Dara Morales | ||||||||||||||
| Musician/Board Member | $159,270 | $0 | $0 | $0 | $120 | $0 | $10,164 | $0 | $25,566 | $0 | $195,120 | $0 | $0 | $0 |
| Amy Oshiro-Morales | ||||||||||||||
| Musician/Board Member | $140,980 | $0 | $0 | $0 | $120 | $0 | $10,164 | $0 | $9,045 | $0 | $160,309 | $0 | $0 | $0 |
| William Polk | ||||||||||||||
| Musician/Board Member | $137,910 | $0 | $0 | $0 | $120 | $0 | $10,164 | $0 | $24,771 | $0 | $172,965 | $0 | $0 | $0 |
| David Bilger | ||||||||||||||
| Musician | $269,615 | $0 | $0 | $0 | $516 | $0 | $13,303 | $0 | $24,878 | $0 | $308,312 | $0 | $0 | $0 |
| Jeffrey Khaner | ||||||||||||||
| Musician | $274,910 | $0 | $0 | $0 | $516 | $0 | $13,303 | $0 | $22,169 | $0 | $310,898 | $0 | $0 | $0 |
| Richard Woodhams | ||||||||||||||
| Musician | $274,179 | $0 | $0 | $0 | $1,524 | $0 | $13,159 | $0 | $7,619 | $0 | $296,481 | $0 | $0 | $0 |
| Ricardo Morales | ||||||||||||||
| Musician | $320,178 | $0 | $0 | $0 | $120 | $0 | $10,278 | $0 | $24,878 | $0 | $355,454 | $0 | $0 | $0 |
| Jennifer Montone Ressler | ||||||||||||||
| Musician | $263,843 | $0 | $0 | $0 | $108 | $0 | $10,164 | $0 | $25,078 | $0 | $299,193 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1 | PAYMENTS WERE MADE TO THE PRESIDENT & CEO, ALLISON VULGAMORE, PURSUANT TO A WRITTEN EMPLOYMENT CONTRACT THAT WAS APPROVED BY THE APPROPRIATE GOVERNING BODY. MS. VULGAMORE RECEIVED PERSONAL SERVICES (FINANCIAL PLANNING). THE FAIR MARKET VALUE OF SUCH PERSONAL SERVICES WAS INCLUDED IN HER CALENDAR YEAR 2016 FORM W-2. |
| SCHEDULE J, PART I, LINE 7 | THE CEO HAS AN EMPLOYMENT CONTRACT CONTAINING A PERFORMANCE BASED COMPENSATION DIRECTIVE THAT MAKES HER ELIGIBLE TO RECEIVE A NON-FIXED PAYMENT IN ADDITION TO HER BASE COMPENSATION. ALL ELEMENTS OF COMPENSATION INCLUDING THIS NON-FIXED PAYMENT ARE SUBJECT TO BOARD REVIEW AND APPROVAL. |
| SCHEDULE J, PART I, LINE 8 | MS. VULGAMORE ENTERED INTO A NEW EMPLOYMENT CONTRACT WITH THE PHILADELPHIA ORCHESTRA ASSOCIATION ON JANUARY 1, 2015. THIS AGREEMENT TERMINATED ON DECEMBER 31, 2017. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 59 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,245,637 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| QUESTION 32A | TO THE EXTENT THAT THE ORGANIZATION RECEIVES DONATIONS OF SECURITIES, ITS INVESTMENT BROKER/MANAGER IS TASKED WITH SELLING THOSE SECURITIES IN EXCHANGE FOR CASH. |
| Number of Contributions | Schedule M, Part I, Column (B) The organization is reporting the number of contributions in column (B). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 2 | BUSINESS/FAMILY RELATIONSHIPS THE PHILADELPHIA ORCHESTRA ASSOCIATION (POA) HAS SEVERAL BOARD MEMBERS WITH BUSINESS RELATIONSHIPS WITH EACH OTHER, AS FOLLOWS: BOARD MEMBERS JOHN AFFLECK AND MARTIN HECKSCHER HAVE A BUSINESS RELATIONSHIP. BOARD MEMBERS SARAH MILLER COULSON, ROBERT RECHNITZ AND PUTNAM COES III HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER AND WITH RICHARD WORLEY. BOARD MEMBERS JOSEPH FIELD AND JOHN MCFADDEN HAVE A BUSINESS RELATIONSHIP. BOARD MEMBERS JOSEPH JACOVINI AND AJAY RAJU HAVE A BUSINESS RELATIONSHIP. BOARD MEMBERS ROBERTO SELLA, FABIO TERLEVICH, AND RICHARD WORLEY HAVE A BUSINESS RELATIONSHIP. BOARD MEMBERS BRUCE LETO AND JOHN SALER HAVE A BUSINESS RELATIONSHIP. ADDITIONALLY, BOARD MEMBERS, RICHARD WORLEY AND SARAH MILLER COULSON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, LINES 6, 7A & 7B | ORGANIZATIONS MEMBERS/STOCKHOLDERS: THE MEMBERSHIP OF THE PHILADELPHIA ORCHESTRA ASSOCIATION SHALL CONSIST OF LIFE AND ANNUAL MEMBERS. LIFE MEMBERS SHALL BE THOSE PERSONS WHO ON OR BEFORE SEPTEMBER 22, 1958 PAID INTO THE ENDOWMENT FUND OR ANY OTHER FUND ESTABLISHED BY THE ASSOCIATION NOT LESS THAN THE SUM OF FIVE HUNDRED DOLLARS. ANNUAL MEMBERS SHALL CONSIST OF THOSE PERSONS (INDIVIDUAL OR CORPORATE) WHO FROM TIME TO TIME SHALL CONTRIBUTE TO THE PHILADELPHIA ORCHESTRA ASSOCIATION NOT LESS THAN SUCH AMOUNT AS THE BOARD OF DIRECTORS MAY FROM TIME TO TIME DESIGNATE AS THE AMOUNT OF THE CONTRIBUTION BY WHICH A PERSON SHALL BECOME A MEMBER. A MEMBER, BY VIRTUE OF A CONTRIBUTION OF NOT LESS THAN THE AMOUNT THUS FIXED, SHALL BE A MEMBER UNTIL THE ADJOURNMENT OF THE ANNUAL MEETING NEXT FOLLOWING THE CLOSE OF THE FISCAL YEAR OF THE ASSOCIATION TO THE ACCOUNTS OF WHICH THE CONTRIBUTION WAS APPLIED. IN ALL ELECTIONS AND AT ALL MEETINGS OF THE ASSOCIATION EACH MEMBER OF RECORD ON THE TENTH DAY PRECEDING THE DATE OF AN ELECTION OR OF A MEETING SHALL BE ENTITLED TO ONE VOTE AND TO NOTICE OF THE ELECTION OR MEETING. MEMBERS WHO ARE MEMBERS BY VIRTUE OF CONTRIBUTING TO THE ASSOCIATION AS PROVIDED FOR IN THIS ARTICLE AND MAKE AVAILABLE TO SUCH MEMBERS SUCH SPECIAL PRIVILEGES AS THE BOARD MAY DETERMINE, DEPENDING UPON THE CLASSIFICATION OF MEMBERSHIP. VOTING BY MEMBERS SHALL BE IN PERSON OR BY PROXY. THE BOARD OF DIRECTORS MAY FROM TIME TO TIME ESTABLISH CLASSIFICATIONS OF MEMBERS WHO ARE MEMBERS BY VIRTUE CONTRIBUTING TO THE ASSOCIATION AS PROVIDED FOR IN THIS ARTICLE AND MAKE AVAILABLE TO SUCH MEMBERS SUCH SPECIAL PRIVILEGES AS THE BOARD MAY DETERMINE, DEPENDING UPON THE CLASSIFICATION OF MEMBERSHIP. |
| FORM 990, PART VI, LINE 11A | THE FORM 990 WAS PREPARED BY AN INTERNATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. A COPY OF THE FORM 990 IS CIRCULATED TO THE BOARD BEFORE IT IS FILED. HOWEVER, SCHEDULE B IS REDACTED FROM THE FORM 990 BEFORE IT IS CIRCULATED TO THE BOARD TO PROTECT THE IDENTITY OF CERTAIN DONORS WHO WISH TO REMAIN ANONYMOUS. AS SUCH, THE ORGANIZATION HAS CHECKED 'NO' TO PART VI, QUESTION 11A. SCHEDULE B WILL BE MADE AVAILABLE TO THOSE BOARD MEMBERS WHO WISH TO INSPECT IT INDIVIDUALLY. |
| FORM 990, PART VI, LINE 12C | THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE BY FOLLOWING THESE PROCEDURES: 1. ANY INTERESTED PERSON HAS A DUTY TO DISCLOSE THE TRANSACTION OR ARRANGEMENT; 2. THE INTERESTED PERSON PRESENTS THIS POTENTIAL CONFLICT OF INTEREST TO THE BOARD/COMMITTEE; 3. THE BOARD/COMMITTEE DETERMINES WHETHER THERE IS A CONFLICT OF INTEREST; 4. BOARD/COMMITTEE/INTERESTED PERSON FOLLOWS PREDETERMINED PROCEDURES TO ADDRESS THE ISSUE IF ONE EXISTS; 5. THE ABOVE WILL BE RECORDED IN THE MINUTES OF THE MEETINGS OF THE BOARD/COMMITTEE. EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY RESPOND TO A QUESTIONNAIRE AND SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES; AND E. PROVIDES SUCH INFORMATION AS THE POA REQUIRES TO PREPARE THE POA'S ANNUAL IRS FORM 990. BOARD MEMBERS WERE REQUESTED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE REQUEST WAS MADE MULTIPLE TIMES, HOWEVER NOT ALL BOARD MEMBERS OR OFFICERS RESPONDED. THE ORGANIZATION FEELS THAT IT HAS MADE A REASONABLE EFFORT TO DISCLOSE EXISTING CONFLICTS OF INTEREST. |
| FORM 990, PART VI, LINES 13 AND 14 | PHILADELPHIA ORCHESTRA ASSOCIATION ESTABLISHED WHISTLEBLOWER AND DOCUMENT RETENTION POLICIES THAT ARE FOLLOWED BY THE ASSOCIATION, AS WELL AS ITS SUBSIDIARIES. |
| FORM 990, PART VI, LINE 15 | THE PHILADELPHIA ORCHESTRA ASSOCIATION UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS AND ALL OF ITS OFFICERS AND KEY EMPLOYEES OF THE ASSOCIATION IS REASONABLE GIVEN THE MARKET IN WHICH THE ASSOCIATION OPERATES. IN RELEVANT PART, THE BOARD OF DIRECTORS HAS ESTABLISHED A HUMAN RESOURCES COMMITTEE OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN THE PROPOSED COMPENSATION AGREEMENTS. WITH RESPECT TO THE CEO, THE H/R COMMITTEE CHAIR AND SEVERAL OTHER INDEPENDENT MEMBERS OF THE BOARD, INCLUDING THE CHAIR OF THE BOARD, CONTRACTED WITH A SEARCH FIRM TO ASSIST IN THE IDENTIFICATION AND SELECTION OF THE CEO. THE OUTCOME OF THIS PROCESS, INCLUDING COMPARABLE COMPENSATION DATA, GATHERED BY MEMBERS OF THE COMMITTEE WAS PRESENTED TO THE FULL BOARD. DOCUMENTS, EMAILS AND OTHER WRITINGS CREATED CONTEMPORANEOUSLY WERE USED AS THE BASIS FOR THE SELECTION AND COMPENSATION DECISIONS. WITH RESPECT TO HIRING AND COMPENSATION DECISIONS FOR OTHER KEY PERSONNEL, THE CEO CONTRACTED WITH A SEARCH FIRM TO ASSIST IN THE IDENTIFICATION AND SELECTION OF THE KEY PERSONNEL. THERE IS ALSO A FULL-TIME HUMAN RESOURCES DEPARTMENT SUPPORTING THIS FUNCTION AND THE ASSOCIATION RECEIVES REGULAR COMPENSATION DATA IN CONNECTION WITH ITS ONGOING MEMBERSHIP IN THE LEAGUE OF AMERICAN ORCHESTRA SERVICE ORGANIZATION. THE OUTCOME OF THIS PROCESS, INCLUDING COMPARABLE COMPENSATION DATA, GATHERED BY THE CEO WITH THE ASSISTANCE OF THE SEARCH FIRM WAS DESCRIBED TO THE INDEPENDENT CHAIR OF THE HUMAN RESOURCES COMMITTEE. DOCUMENTS, EMAILS, AND OTHER WRITINGS CREATED CONTEMPORANEOUSLY WERE USED AS THE BASIS FOR THE SELECTION AND COMPENSATION DECISIONS. |
| FORM 990, PART VI, LINE 19 | THE TAXPAYER MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS AND ON ITS WEBSITE AT WWW.PHILORCH.ORG. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
| FORM 990, PART XI, LINE 9 | RECONCILIATION OF NET ASSETS POSTRETIREMENT BENEFIT OBLIGATION (POA) $ 810,870 GIFT IN KIND REVENUE 61,700 OTHER (879) --------- TOTAL $ 871,691 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Philadelphia Orchestra Assoc Endowment | ||||||||||
| 1600 Market Street- Tax Dept | Philadelphia | PA | 19103 | 236227203 | Supporting | PA | 501(c)(3) | 12-TYPE I | POA | Yes (true) |
| The Academy of Music Philadelphia Inc | ||||||||||
| One South Broad St 14th Floor | Philadelphia | PA | 19107 | 231501159 | Restoration | PA | 501(c)(3) | 12-TYPE I | POA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ticket Philadelphia | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 Walnut Street 17th floor | AddressLine1Txt |
| City | philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455625606 | EIN |
| Primary Activities | Ticket Sales | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KimmelCenter | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $146,145 | ShareOfTotalIncomeAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $175 | UBICodeVAmt |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.30805 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Philadelphia Orchestra Endowment Fund | ||
| s | $1,218,578 | FMV |
| The Academy of Music of Philadelphia Inc | ||
| c | $317,365 | FMV |
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