2017-05-12T13:32:54-05:00 2016-06-30 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990 2015-07-01 232996689 ENCORE SERIES INC ENCO 2158931900 1518 WALNUT STREET SUITE 1706 PHILADELPHIA PA 19102 FRANK GIORDANO PRESIDENT & CEO 2158931900 2017-05-11 1 ARTHUR ZATZ P00072591 6106684200 2015 2021-01-29 14:40:06Z THE PHILLY POPS FRANK GIORDANO 1518 WALNUT STREET SUITE 1706 PHILADELPHIA PA 19102 5116342 0 X WWW.PHILLYPOPS.ORG X 1999 PA TO PROVIDE CULTURAL EVENTS SUCH AS CONCERTS AND SPECIAL PERFORMANCES IN THE GREATER PHILADELPHIA AREA AND EDUCATE THE GENERAL PUBLIC ABOUT MUSIC 29 27 197 50 0 0 952388 750199 2950187 3958652 1111 1116 6177 30616 3909863 4740583 0 0 0 0 1459803 1637717 0 30000 256790 2679674 3273843 4139477 4941560 -229614 -200977 729238 802469 2331785 2605993 -1602547 -1803524 X ENCORE SERIES INC, IS THE PRESENTER OF THE PHILLY POPS,A NON-PROFIT ORCHESTRA DEDICATED TO BOTH LARGE AND SMALLER SCALE PERFORMANCES THAT FEATURE SELECTIONS FROM THE GREAT AMERICAN SONGBOOK, AMERICAN POPULAR MUSIC, AND CELEBRATE AMERICAN TRADITIONS. THE PHILLY POPS HAS RECENTLY EXPANDED ITS ENGAGEMENT AND EDUCATIONAL ACTIVITIES TO EXPAND AUDIENCE AND DEMOGRAPHICS THROUGH COMMUNITY VISITS AND PERFORMANCES, AS WELL AS A MORE VIGOROUS EDUCATIONAL EFFORT PARTNERED WITH LOCAL SCHOOL DISTRICTS. 0 0 3188678 3989268 CONCERT SERIES:THE PHILLY POPS PERFORM APPROXIMATELY THIRTY CONCERTS EACH SEASON. PERFORMANCES NORMALLY INCLUDE GUESTS ARTISTS, OFTEN FROM BROADWAY, AND FEATURE POPULAR MUSIC FROM A VARIETY OF SOURCES INCLUDING BROADWAY SHOWS, JAZZ VOCALISTS, COLLECTIONS OF GENRE SPECIFIC WORKS LIKE MOVIE SCORES AND, MORE RECENTLY, A FOCUS ON THE CELEBRATION OF THE CATALOGUES OF POPULAR INDIVIDUAL ARTISTS. THE PHILLY POPS IS ALSO KNOWN FOR ITS WILDLY POPULAR DECEMBER HOLIDAY CONCERT SERIES FEATURING A GUEST CONDUCTOR, AS MANY AS EIGHT CHOIRS AND ADD ON ACTIVITES SURROUNDING THE POPS HOME AT THE KIMMEL CENTER. THE POPS MUSICIANS APPEAR THROUGHOUT THE YEAR AT A WIDE RANGE OF NEIGHBORHOOD BASED AND SCHOOL SETTINGS, TAILORING INDIVIDUAL PROGRAMS THAT BEST SUIT THE NEEDS OF THE GREAT PHILADELPHIA REGION. 3188678 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 80 0 1 197 1 0 0 0 0 0 1 1 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 PA X X LOUIS SCAGLIONE 2158758004 1518 WALNUT STREETSUITE 1706 PHILADELPHIA PA 19102 FRANK GIORDANO PRESIDENT & CEO 40.00 X X 165769 0 0 LOUIS SCAGLIONE EXECUTIVE VICE PRESIDENT & 40.00 X X 102754 0 0 SALVATORE M DEBUNDA ESQ CHAIRMAN 2.00 X X 0 0 0 GARY FRANK JD VICE CHAIRMAN 2.00 X X 0 0 0 JOHN MEKO SECRETARY 2.00 X X 0 0 0 LOUIS K HABINA ESQ TREASURER 2.00 X X 0 0 0 ANDREW SANTACROCE DIRECTOR 2.00 X 0 0 0 ANTHONY ROTH DIRECTOR 2.00 X 0 0 0 ANTHONY SERAFINE DIRECTOR 2.00 X 0 0 0 BARRY MAGARICK DIRECTOR 2.00 X 0 0 0 CAROL A EGGERT DIRECTOR 2.00 X 0 0 0 CARMEN TOMASSETTI DIRECTOR 2.00 X 0 0 0 CHARLES J DAVIDSON DIRECTOR 2.00 X 0 0 0 CHARLES KEATES ESQ DIRECTOR 2.00 X 0 0 0 CHARLES MANDRACCHIA ESQ DIRECTOR 2.00 X 0 0 0 CHRISTOPHER R VANDUSEN DIRECTOR 2.00 X 0 0 0 DAN DILELLA DIRECTOR 2.00 X 0 0 0 DEBORAH SMITH WEBSTER DIRECTOR 2.00 X 0 0 0 GARY SILVI DIRECTOR 2.00 X 0 0 0 GEORGE J AWAD ESQ DIRECTOR 2.00 X 0 0 0 GREGORY MONTANARO DIRECTOR 2.00 X 0 0 0 JAMES M MATOUR ESQ DIRECTOR 2.00 X 0 0 0 JOSEPH DEL RASO DIRECTOR 2.00 X 0 0 0 MARK D LUPKE DIRECTOR 2.00 X 0 0 0 PAUL CONAWAY DIRECTOR 2.00 X 0 0 0 ROBERT R JENNINGS DIRECTOR 2.00 X 0 0 0 SANDRA MULLER DIRECTOR 2.00 X 0 0 0 BRUCE ANTHONY MAHON II DIRECTOR 2.00 X 0 0 0 WILBERT D ABELE DIRECTOR 2.00 X 0 0 0 268523 0 0 2 0 1 0 EASTERN STANDARD 1217 SANSOM ST 5TH FLOOR NORTH PHILADELPHIA PA 19107 MARKETING 232641 HOUSER AUDIO LLC 266 BODLEY ROAD SUITE 1 ASTON PA 19014 AUDIO EQUIPMENT 122518 MAGARICK LLC 1420 LOCUST STREET PHILADELPHIA PA 19102 ADVERTISING 120879 ARCHER & GREINER PC 1650 MARKET ST 32ND FLOOR PHILADELPHIA PA 19103 LEGAL 106800 PETER THROM MGMT LLC 2040 TIBBITS COURT ANN ARBOR MI 48105 CONDUCTOR CONTRACTS 101000 5 269310 47676 433213 750199 CONCERT REVENUE 711113 3552062 3552062 CONTRACTED SERV INC 711130 378399 378399 CD RECORDING SALES 900099 28191 28191 3958652 1116 1116 375759 269310 375759 0 MISC INCOME 900099 30616 30616 30616 4740583 3989268 0 1116 X 279931 279931 1114687 786781 270427 57479 69557 55467 11965 2125 29128 23228 5011 889 144414 90494 49628 4292 2282 2282 86070 86070 30000 30000 108480 103980 4500 237936 237936 72351 72351 52193 52193 116095 77617 35405 3073 6498 6498 24348 24348 85086 85086 HALL RENTAL 960982 960982 PRODUCTION 491144 491144 GUEST PERFORMER FEES 300675 300675 MUSIC DIRECTOR 174000 174000 555703 228290 172981 154432 4941560 3188678 1496092 256790 323546 355302 183750 207056 11300 167696 178834 98122 53853 48538 44269 5708 5708 729238 802469 859753 955053 1472032 1650940 2331785 2605993 X -1984627 -2226300 382080 422776 -1602547 -1803524 729238 802469 -200977 0 X X 0 1 X 1 0 X 257872 225197 899543 952388 750199 3085199 257872 225197 899543 952388 750199 3085199 400032 2685167 1111 1116 2227 7750 50 9383 6177 30616 53976 3141402 13813150 0.85480 0.93630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98122 53853 44269 44269 LINE OF CREDIT 245000 DEFERRED REVENUE 1405940 1650940 X 5116342 375759 375759 4740583 0 4740583 5317319 375759 375759 4941560 0 4941560 PART X, LINE 2: ENCORE SERIES INC ("ESI") IS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PURSUANT TO FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740, ESI RECOGNIZES TAX BENEFITS ONLY IF IT IS MORE LIKELY THAN NOT THAT A TAX POSITION (INCLUDING ESI'S ASSERTION THAT ITS INCOME IS EXEMPT FROM TAX) WILL BE SUSTAINED UPON EXAMINATION. NO LIABILITY FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS OF JUNE 30, 2016 OR 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 375,759. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 375,759. X X X X X X X 1 MULDOON & ASSOCIATES 2001 HAMILTON ST PH P401 PHILADELPHIA PA 19130 CORPORATE GIFTS SOLICITATION 0 125000 30000 95000 125000 30000 95000 POPS BALL 206976 97688 109288 109288 SALUTE SERIES 303766 244638 59128 59128 3 134327 -73016 207343 207343 645069 269310 375759 375759 375759 0 0 0 0 0 0 0 0 0 0 FRANK GIORDANO PRESIDENT & CEO 165769 0 0 0 0 0 0 0 0 0 165769 0 0 0 FINGER PRINCE INC-PNERO 50000 PETER NERO RECEIVES COMPENSATION FROM ENCORE SERIES INC. THIS COMPENSATION IS $50,000 FOR THE USE OF THE SERVICE MARKS "PHILADELPHIA POPS AND "PHILLY POPS" UNTIL NERO'S DEATH 0 ARCHER & GREINER PC ORGANIZATION CHAIRMAN IS A SHAREHOLDER AT ARCHER & GREINER PC 106800 ARCHER & GREINER PC PROVIDES LEGAL SERVICES TO THE ORGANIZATION 0 MAGARICK ADVERTISING LLC AN ORGANIZATION DIRECTOR IS PRESIDENT OF MAGARICK ADVERTISING LLC 120879 MAGARICK ADVERTISING LLC PROVIDES ADVERTISING SERVICES TO THE ORGANIZATION 0 FORM 990, PART VI, SECTION A, LINE 8B NO SEPARATELY DEFINED SUB-COMMITTEES WERE FORMED TO ACT ON BEAHLF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 ESI'S FROM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM IN CONJUCTION WITH ESI'S FINANCIAL DEPARTMENT. THE 2015 ESI FORM 990 WAS REVIEWED BY CERTAIN MEMBERS AND THE BOARD OF DIRECTORS OF ESI. THE REVIEW WAS CONDUCTED AFTER A DRAFT WAS RECEIVED AND BEFORE THE DOCUMENT WAS FILED WITH THE IRS. THE REVIEW INCLUDED THE FROM 990 IN ITS ENTIRETY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE BY FOLLOWING THESE PROCEDURES: 1. ANY INTERESTED PARTY 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 PARTY 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 ON 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 ACTIVITES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES, AND E. PROVIDES SUCH INFORMATION AS ESI REQUIRES TO PREPARE ESI'S ANNUAL IRS FORM 990. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS DETERMINES COMPENSATION FOR ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS ALSO PUBLISHED ON THE GUIDESTAR WEBSITE. THE ORGANIZATION'S FINANCIAL STATEMENTS, 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 IX, LINE 24E PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 172,981. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,981. DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 154,432. TOTAL EXPENSES 154,432. BOX OFFICE: PROGRAM SERVICE EXPENSES 145,226. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,226. LICENSING: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. EDUCATION: PROGRAM SERVICE EXPENSES 33,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,064. FORM 990 PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR