EVANSVILLE PHILHARMONIC ORCHESTRA: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EVANSVILLE PHILHARMONIC ORCHESTRA (EIN 35-0965634)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-04-18
- IRS object ID
- 201601099349300950
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-18T14:06:48-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351181189 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMBACH & ASSOCIATES LLP CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BENTEE WES CT | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477154060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350965634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANSVILLE PHILHARMONIC ORCHESTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 8124255050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 84 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WAGNER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8124255050 | PhoneNum |
| Signature | 2016-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARRYL C SPURLOCK CPA | PreparerPersonNm |
| PTIN | P00215172 | PTIN |
| Phone | 8124772244 | PhoneNum |
| Preparation | 2016-04-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY WAGNER EXECUTIVE DIRECTOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SE SIXTH STREET SUITE 105 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,123,098 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EVANSVILLEPHILHARMONIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE PERFORMANCES OF QUALITY ORCHESTRAL AND CHORAL MUSIC TO THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 121 | TotalEmployeeCnt |
| Total Volunteers | 207 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $915,295 | PYContributionsGrantsAmt |
| CY Contributions Grants | $877,128 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $735,264 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $696,580 | CYProgramServiceRevenueAmt |
| PY Investment Income | $171,202 | PYInvestmentIncomeAmt |
| CY Investment Income | $221,621 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$19,716 | PYOtherRevenueAmt |
| CY Other Revenue | -$24,818 | CYOtherRevenueAmt |
| PY Total Revenue | $1,802,045 | PYTotalRevenueAmt |
| CY Total Revenue | $1,770,511 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,013,845 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,009,123 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $80,457 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $792,735 | PYOtherExpensesAmt |
| CY Other Expenses | $848,442 | CYOtherExpensesAmt |
| PY Total Expenses | $1,806,580 | PYTotalExpensesAmt |
| CY Total Expenses | $1,857,565 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,535 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$87,054 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,334,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,303,402 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $361,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $486,273 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,973,418 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,817,129 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE PERFORMANCES OF QUALITY ORCHESTRAL AND CHORAL MUSIC TO THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $997,892 | ExpenseAmt |
| Desc | CONCERT SERIES - 6 CLASSICAL AND 10 POPS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $265,403 | ExpenseAmt |
| Desc | YOUTH ORCHESTRA CONCERTS - YOUNG PEOPLE'S CONCERTS FOR ELEMENTARY SCHOOL CHILDREN, LOLLIPOPS FOR PRESCHOOL & KINDERGARTEN CHILDREN, SYMPHONY OF COLOR, AND YOUNG ARTIST COMPETITION | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,942 | ExpenseAmt |
| Desc | OTHER SINGLE CONCERTS - CHORUS, BALLET, AND OTHER SPECIAL EVENTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,362,237 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 121 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI BURCHELL | PersonNm |
| Phone | 8124255050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 84 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LEE VEAZEY | ||||||
| ORCHESTRA RE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEE BUCHTMAN | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NEAL FRANKLIN | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR DAVID SMITH | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA JOSENHANS | ||||||
| EPYO REPRESE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR JANE JOHANSEN | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK MCANULTY | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RITA EYKAMP | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOYSE RIVERS | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR TIMOTHY ALMQUIST | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR LOUIS CADY | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK POWERS | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| G RICHARD EYKAMP | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PHYLLIS GRIMM | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY LEWIS | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| F STEPHEN SHEETS | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY HODGE | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN WILSON | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL BESING | ||||||
| CHORUS REPRE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SCHAEFER | ||||||
| MAYOR OFFICE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MISTY SEATON | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANETTE HOSTETTLER | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANN ALMQUIST | ||||||
| GUILD PRESID | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS WASHBURNE | ||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY WAGNER | ||||||
| EXECUTIVE DI | 40.00 | $93,835 | $0 | $1,028 | Yes (X) | |
| SUSAN VAUGHN | ||||||
| TREASURER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| SHARON KAZEE | ||||||
| VICE PRESIDE | 5.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS WOLKING | ||||||
| PAST PRESIDE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARIANNA WRIGHT | ||||||
| VICE PRESIDE | 5.00 | $0 | $0 | $0 | Yes (X) | |
| KIRK WRIGHT | ||||||
| PRESIDENT | 5.00 | $0 | $0 | $0 | Yes (X) | |
| KIRSTEN WAGMEISTER | ||||||
| SECRETARY | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $93,835 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $1,028 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $81,209 | FundraisingAmt |
| Related Organizations | $41,000 | RelatedOrganizationsAmt |
| Government Grants | $77,715 | GovernmentGrantsAmt |
| All Other Contributions | $677,204 | AllOtherContributionsAmt |
| Total Contributions | $877,128 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711130 | $584,960 | $584,960 |
| ADVERTISING | 711130 | $79,198 | $79,198 |
| OTHER INCOME | 711130 | $32,422 | $32,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $696,580 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,119 | TotalRevenueColumnAmt |
| Exclusion | $86,119 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,424,208 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,288,706 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $135,502 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $135,502 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $39,063 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $81,209 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,881 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,818 | TotalRevenueColumnAmt |
| Exclusion | -$24,818 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,770,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $832,082 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $61,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,528 | TotalAmt |
| Management And General | $93,528 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767,324 | TotalAmt |
| Program Services | $645,834 | ProgramServicesAmt |
| Management And General | $80,516 | ManagementAndGeneralAmt |
| Fundraising | $40,974 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,228 | TotalAmt |
| Program Services | $62,214 | ProgramServicesAmt |
| Management And General | $19,781 | ManagementAndGeneralAmt |
| Fundraising | $233 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,043 | TotalAmt |
| Program Services | $49,402 | ProgramServicesAmt |
| Management And General | $13,507 | ManagementAndGeneralAmt |
| Fundraising | $3,134 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,640 | TotalAmt |
| Management And General | $15,640 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,359 | TotalAmt |
| Program Services | $229,420 | ProgramServicesAmt |
| Management And General | $8,089 | ManagementAndGeneralAmt |
| Fundraising | $2,850 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,301 | TotalAmt |
| Program Services | $121,737 | ProgramServicesAmt |
| Management And General | $16,591 | ManagementAndGeneralAmt |
| Fundraising | $3,973 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,616 | TotalAmt |
| Program Services | $4,269 | ProgramServicesAmt |
| Management And General | $70,129 | ManagementAndGeneralAmt |
| Fundraising | $3,218 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,407 | TotalAmt |
| Management And General | $2,407 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,205 | TotalAmt |
| Program Services | $79,328 | ProgramServicesAmt |
| Management And General | $46,877 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,568 | TotalAmt |
| Program Services | $60,448 | ProgramServicesAmt |
| Management And General | $2,268 | ManagementAndGeneralAmt |
| Fundraising | $1,852 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,543 | TotalAmt |
| Management And General | $2,485 | ManagementAndGeneralAmt |
| Fundraising | $58 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,048 | TotalAmt |
| Management And General | $1,048 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,673 | TotalAmt |
| Management And General | $5,673 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,917 | TotalAmt |
| Management And General | $5,917 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TRADE | $53,043 | $12,358 | $18,992 | $21,693 |
| TICKET FEES | $44,573 | $44,573 | ||
| MUSIC RENT/PURCHASE | $16,500 | $16,500 | ||
| OTHER PRODUCTION EXPENSE | $11,529 | $11,529 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,520 | TotalAmt |
| Program Services | $24,625 | ProgramServicesAmt |
| Management And General | $11,423 | ManagementAndGeneralAmt |
| Fundraising | $2,472 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857,565 | TotalAmt |
| Program Services | $1,362,237 | ProgramServicesAmt |
| Management And General | $414,871 | ManagementAndGeneralAmt |
| Fundraising | $80,457 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,926 | BOYAmt |
| EOY | $86,045 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,334 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,232 | BOYAmt |
| EOY | $137,204 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,140 | BOYAmt |
| EOY | $21,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $304,214 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,037 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,850 | BOYAmt |
| EOY | $194,177 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,057,602 | BOYAmt |
| EOY | $3,001,067 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,459 | BOYAmt |
| EOY | $863,695 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,334,543 | BOYAmt |
| EOY | $4,303,402 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,453 | BOYAmt |
| EOY | $86,542 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,672 | BOYAmt |
| EOY | $299,731 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $100,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,125 | BOYAmt |
| EOY | $486,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,833 | BOYAmt |
| EOY | $496,885 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,660 | BOYAmt |
| EOY | $374,585 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,951,925 | BOYAmt |
| EOY | $2,945,659 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,973,418 | BOYAmt |
| EOY | $3,817,129 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,334,543 | BOYAmt |
| EOY | $4,303,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$87,054 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$69,235 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $781,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,593,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $960,666 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $915,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $877,128 | CurrentTaxYearAmt |
| Total | $5,128,666 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $694,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $641,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $639,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $735,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $696,580 | CurrentTaxYearAmt |
| Total | $3,408,243 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,476,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,235,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,600,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,650,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,573,708 | CurrentTaxYearAmt |
| Total | $8,536,909 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,206 | CurrentTaxYearAmt |
| Total | $401,691 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $678,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,351 | CurrentTaxYearAmt |
| Total | $1,248,814 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $736,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $189,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $350,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216,557 | CurrentTaxYearAmt |
| Total | $1,650,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,886,404 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,119 | CurrentTaxYearAmt |
| Total | $403,450 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,119 | CurrentTaxYearAmt |
| Total | $403,450 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,457 | CurrentTaxYearMinus4YearsAmt |
| Total | $42,457 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,600,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,327,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,667,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,726,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,659,827 | CurrentTaxYearAmt |
| Total | $8,982,816 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.76660 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69600 | PublicSupportPY509Pct |
| Investment Income CY | 0.04000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,194,982 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $144,965 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $124,050 | OtherExpendituresAmt |
| Administrative Expenses | $13,027 | AdministrativeExpensesAmt |
| End Year Balance | $3,203,870 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,045,085 | BeginningYearBalanceAmt |
| Contributions | $8,400 | ContributionsAmt |
| Investment Earnings Or Losses | $242,178 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $88,147 | OtherExpendituresAmt |
| Administrative Expenses | $12,534 | AdministrativeExpensesAmt |
| End Year Balance | $3,194,982 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,696,391 | BeginningYearBalanceAmt |
| Contributions | $60,266 | ContributionsAmt |
| Investment Earnings Or Losses | $345,057 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $42,862 | OtherExpendituresAmt |
| Administrative Expenses | $13,767 | AdministrativeExpensesAmt |
| End Year Balance | $3,045,085 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,922,188 | BeginningYearBalanceAmt |
| Contributions | $514,523 | ContributionsAmt |
| Investment Earnings Or Losses | -$80,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $638,437 | OtherExpendituresAmt |
| Administrative Expenses | $21,330 | AdministrativeExpensesAmt |
| End Year Balance | $2,696,361 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,504,932 | BeginningYearBalanceAmt |
| Contributions | $52,296 | ContributionsAmt |
| Investment Earnings Or Losses | $518,686 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $126,852 | OtherExpendituresAmt |
| Administrative Expenses | $26,874 | AdministrativeExpensesAmt |
| End Year Balance | $2,922,188 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05530 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04780 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,056 | OtherCostOrOtherBasisAmt |
| Depreciation | $578 | DepreciationAmt |
| Book Value | $478 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,459 | DepreciationAmt |
| Book Value | $138,472 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,227 | OtherCostOrOtherBasisAmt |
| Book Value | $55,227 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $194,177 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICAL INTEREST IN TRUST | $787,035 |
| UNCONDITIONAL PROMISES TO GIV | $56,144 |
| CVS LIFE INSURANCE POLICY | $20,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $863,695 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,877,384 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$69,235 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $112,227 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $63,881 | OtherRevenueAmt |
| Revenue Not Reported | $106,873 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,770,511 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,770,511 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,033,673 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $112,227 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $63,881 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $176,108 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,857,565 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,857,565 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | CURRENT EARNINGS IN ENDOWMENT FUNDS ARE USED TO FUND CURRENT OPERATIONS OF THE PHILHARMONIC IN ACCORDANCE WITH DONOR WISHES. THE ORIGINAL GIFT (PRINCIPAL) AMOUNTS ARE MAINTAINED INTO PERPETUITY. THE PHILHARMONIC OPERATES UNDER INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PERDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIC PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO MAXIMIZE TOTAL RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK. THE ORGANIZATION EXPECTS ITS ENDOWMENT FUNDS, OVER TIME, TO PROVIDE A MODERATE RATE OF RETURN ANNUALLY. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. MANAGEMENT HAS BEEN MONITORING ITS ENDOWMENT INVESTMENTS WITH THE OBJECTIVE OF PRESERVING PRINCIPAL. |
| SCHEDULE D, PAGE 3, PART X | THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE CORPORATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE CORPORATION'S FEDERAL FORM 990 AND INDIANA FORM NP-20 ARE GENERALLY NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2012. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | GOLF, GALA, & OTHER SPECIAL EVENTS EXPENSE 63,881 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | GOLF, GALA, & OTHER SPECIAL EVENTS EXPENSE 63,881 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $60,072 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $47,587 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,485 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,561 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,608 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,488 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF | Event2Nm |
| Gross Receipts Event2 | $55,370 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $28,792 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,578 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $24,454 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,529 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,950 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $115,442 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $76,379 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $39,063 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,654 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,090 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,608 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,438 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,790 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$23,727 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | RICHARD EYKAMP RITA EYKAMP VICE-PRESIDE BOARD MEMBER SPOUSES |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED |
| FORM 990, PAGE 6, PART VI, LINE 15A | YES, COMPENSATION OF THE EXECUTIVE DIRECTOR WAS REVIEWED AND APPROVED BY MEMBERS OF THE EXECUTIVE COMMITTEE. REVIEWS OF BOTH THE EXECUTIVE DIRECTOR AND MUSIC DIRECTOR ARE CONDUCTED ON AN ANNUAL BASIS. OTHER ORGANIZATIONAL STAFF POSITIONS ARE REVIEWED ANNUALLY BY EITHER THE EXECUTIVE DIRECTOR AND/OR MUSIC DIRECTOR, DEPENDING ON THE CLASSIFICATIONS OF THE EMPLOYEES. EXTERNAL DATA (PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS) IS USED AS A REFERENCE FOR COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | YES, COMPENSATION OF THE MUSIC DIRECTOR WAS ALSO REVIEWED AND APPROVED BY MEMBERS OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED BY THE ORCHESTRA UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | FEES FOR SERVICES 229,420 8,089 2,850 |
| FORM 990, PART XI, LINE 9 | GOLF, GALA, & OTHER SPECIAL EVENTS EXPENSE 63,881 GOLF, GALA, & OTHER SPECIAL EVENTS EXPENSE -63,881 |
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