OKLAHOMA PHILHARMONIC SOCIETY INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
OKLAHOMA PHILHARMONIC SOCIETY INC (EIN 73-1328565)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-11
IRS object ID
201640429349300949
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

FieldValueIRS element (for citing)
Return2016-02-11T09:36:06-08:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HSPG & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15400 N GRAND BLVD STE 330AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731328565EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA PHILHARMONIC SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKLABusinessNameControlTxt
Phone4052327575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1428 W CALIFORNIAAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL HARDTPersonNm
Person TitleFINANCE DIRECTORPersonTitleTxt
Phone4052327575PhoneNum
Signature2015-12-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A SHEETSPreparerPersonNm
Phone4058449995PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN HIGGINBOTHAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1428 WEST CALIFORNIA STE 210AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,187,492GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.okcphilharmonic.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionPROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLICActivityOrMissionDesc
Voting Members Governing Body35VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee199TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$65,913TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$187,562NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,412,461PYContributionsGrantsAmt
CY Contributions Grants$3,118,866CYContributionsGrantsAmt
PY Program Service Revenue$1,947,345PYProgramServiceRevenueAmt
CY Program Service Revenue$2,074,836CYProgramServiceRevenueAmt
PY Investment Income$662,192PYInvestmentIncomeAmt
CY Investment Income$335,408CYInvestmentIncomeAmt
CY Other Revenue$1,544CYOtherRevenueAmt
PY Total Revenue$5,021,998PYTotalRevenueAmt
CY Total Revenue$5,530,654CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,238,794PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,774,754CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$159,524CYTotalFundraisingExpenseAmt
PY Other Expenses$2,652,739PYOtherExpensesAmt
CY Other Expenses$2,352,450CYOtherExpensesAmt
PY Total Expenses$4,891,533PYTotalExpensesAmt
CY Total Expenses$5,127,204CYTotalExpensesAmt
PY Revenues Less Expenses$130,465PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$403,450CYRevenuesLessExpensesAmt
Total Assets BOY$14,492,512TotalAssetsBOYAmt
Total Assets EOY$12,954,471TotalAssetsEOYAmt
Total Liabilities BOY$1,062,590TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,124,440TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,429,922NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,830,031NetAssetsOrFundBalancesEOYAmt
MissionPROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLICMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,179,588ExpenseAmt
Revenue$1,987,115RevenueAmt
DescSYMPHONY ORCHESTRA PERFORMANCES FOR THE GENERAL PUBLIC FOR CULTURAL AND INTELLECTUAL BENEFIT OF THE COMMUNITY AT LARGE.Desc
Total Program Service Expenses$4,179,588TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document65IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee199EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members35GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonOKLAHOMA PHILHARMONIC SOCIETYPersonNm
Phone4052327575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1428 W CALIFORNIA STE 210AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN D HIGGINBOTHAM
PRESIDENT0.40Yes (X)Yes (X)$0$0$0
RENATE WIGGIN
PRESIDENT-ELECT0.40Yes (X)Yes (X)$0$0$0
TERESA L COOPER
VICE PRESIDENT0.40Yes (X)Yes (X)$0$0$0
LOUISE CHURCHILL
TREASURER0.40Yes (X)Yes (X)$0$0$0
GARY ALLISON
SECRETARY0.40Yes (X)Yes (X)$0$0$0
CATHY BUSEY
DIRECTOR0.40Yes (X)$0$0$0
JOE FLECKINGER
DIRECTOR0.40Yes (X)$0$0$0
DEBBIE FLEMING
DIRECTOR0.40Yes (X)$0$0$0
BRADLEY W KRIEGER
DIRECTOR0.40Yes (X)$0$0$0
JOHN SHELTON
DIRECTOR0.40Yes (X)$0$0$0
JEFF STARLING
DIRECTOR0.40Yes (X)$0$0$0
DONITA THOMAS
DIRECTOR0.40Yes (X)$0$0$0
PATRICK B ALEXANDER
DIRECTOR0.40Yes (X)$0$0$0
ZONIA ARMSTRONG
DIRECTOR0.40Yes (X)$0$0$0
ED BARTH
DIRECTOR0Yes (X)
CHERYL BRASHEAR
DIRECTOR0Yes (X)
ELLIOT CHAMBERS
DIRECTOR0Yes (X)
ROBERT H CLEMENTS
DIRECTOR0Yes (X)
RYAN FREE
DIRECTOR0Yes (X)
JOSEPHINE FREEDE
DIRECTOR0Yes (X)
KIRK HAMMONS
DIRECTOR0Yes (X)
JANE B HARLOW
DIRECTOR0Yes (X)
BRENT HART
DIRECTOR0Yes (X)
PATRICIA D HORN
DIRECTOR0Yes (X)
SONJA HUGHES
DIRECTOR0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$405,080TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Related Organizations$80,841RelatedOrganizationsAmt
Government Grants$93,359GovernmentGrantsAmt
All Other Contributions$2,944,666AllOtherContributionsAmt
Total Contributions$3,118,866TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PERFORMANCE REVENUE900099$1,987,115
PROGRAM ADVERTISING711300$65,913$65,913
EDUCATION PROGRAM REVENUE900099$21,808
FieldValueIRS element (for citing)
Total Program Service Revenue$2,074,836TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,770TotalRevenueColumnAmt
Exclusion$94,770ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$897,476SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$656,838SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$240,638SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$240,638TotalRevenueColumnAmt
Exclusion$240,638ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,544TotalRevenueColumnAmt
Related Or Exempt Func Income$1,544RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,544OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,530,654TotalRevenueColumnAmt
Related Or Exempt Func Income$2,010,467RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$65,913UnrelatedBusinessRevenueAmt
Exclusion$335,408ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$405,080TotalAmt
Program Services$0ProgramServicesAmt
Management And General$405,080ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,044,996TotalAmt
Program Services$1,888,747ProgramServicesAmt
Management And General$35,934ManagementAndGeneralAmt
Fundraising$120,315FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$145,366TotalAmt
Program Services$101,982ProgramServicesAmt
Management And General$26,166ManagementAndGeneralAmt
Fundraising$17,218FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$179,312TotalAmt
Program Services$137,649ProgramServicesAmt
Management And General$32,276ManagementAndGeneralAmt
Fundraising$9,387FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,952TotalAmt
Program Services$0ProgramServicesAmt
Management And General$32,952ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$253,475TotalAmt
Program Services$253,475ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$194,831TotalAmt
Program Services$159,282ProgramServicesAmt
Management And General$35,549ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$41,680TotalAmt
Program Services$41,680ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,235TotalAmt
Program Services$3,953ProgramServicesAmt
Management And General$10,439ManagementAndGeneralAmt
Fundraising$2,843FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$36,566TotalAmt
Program Services$33,518ProgramServicesAmt
Management And General$3,048ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$55,803TotalAmt
Program Services$0ProgramServicesAmt
Management And General$55,803ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
GUEST ARTISTS$593,209$593,209$0$0
EQUIPMENT RENTAL$312,679$301,344$11,335$0
AMF-EPF$102,898$102,898$0$0
SALES TAX EXPENSE$120,928$120,928$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$590,194TotalAmt
Program Services$440,923ProgramServicesAmt
Management And General$139,510ManagementAndGeneralAmt
Fundraising$9,761FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,127,204TotalAmt
Program Services$4,179,588ProgramServicesAmt
Management And General$788,092ManagementAndGeneralAmt
Fundraising$159,524FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$339,565BOYAmt
EOY-$156,010EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,876,365BOYAmt
EOY$2,269,675EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$730,571BOYAmt
EOY$868,366EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$80,468BOYAmt
EOY$163,104EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$240,461BOYAmt
EOY$263,246EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,096,076LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$965,618LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$162,525BOYAmt
EOY$130,458EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,022,556BOYAmt
EOY$9,415,632EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$40,001BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,492,512BOYAmt
EOY$12,954,471EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$80,872BOYAmt
EOY$44,744EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$981,718BOYAmt
EOY$1,079,696EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,062,590BOYAmt
EOY$1,124,440EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,147,903BOYAmt
EOY$1,136,195EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,715,820BOYAmt
EOY$3,208,157EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,566,199BOYAmt
EOY$7,485,679EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,429,922BOYAmt
EOY$11,830,031EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,492,512BOYAmt
EOY$12,954,471EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$403,450ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$73,440NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,929,901OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,477,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,581,261CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,725,688CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,412,461CurrentTaxYearMinus1YearAmt
Current Tax Year$3,118,886CurrentTaxYearAmt
Total$13,316,195TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,739,529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,698,624CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,635,830CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,895,870CurrentTaxYearMinus1YearAmt
Current Tax Year$2,008,923CurrentTaxYearAmt
Total$8,978,776TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,217,428CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,279,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,361,518CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,308,331CurrentTaxYearMinus1YearAmt
Current Tax Year$5,127,809CurrentTaxYearAmt
Total$22,294,971TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$265,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,569CurrentTaxYearMinus1YearAmt
Current Tax Year$604,538CurrentTaxYearAmt
Total$1,054,777TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,697,257CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,655,674CurrentTaxYearMinus3YearsAmt
Current Tax Year$1,058,856CurrentTaxYearAmt
Total$4,411,787TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,697,257CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,655,674CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$265,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,569CurrentTaxYearMinus1YearAmt
Current Tax Year$1,663,394CurrentTaxYearAmt
Total$5,466,564TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$16,828,407PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,744CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,055CurrentTaxYearMinus1YearAmt
Current Tax Year$94,770CurrentTaxYearAmt
Total$346,295TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,744CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,055CurrentTaxYearMinus1YearAmt
Current Tax Year$94,770CurrentTaxYearAmt
Total$346,295TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$22,641,266TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.74330PublicSupportCY509Pct
Public Support PY5090.72660PublicSupportPY509Pct
Investment Income CY0.01530InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,377,118BeginningYearBalanceAmt
Contributions$465,000ContributionsAmt
Investment Earnings Or Losses-$148,282InvestmentEarningsOrLossesAmt
End Year Balance$10,693,836EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.30000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,096,076OtherCostOrOtherBasisAmt
Depreciation$965,618DepreciationAmt
Book Value$130,458BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$130,458TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ADVANCE TICKET SALES AND FEES$1,060,167
DEFERRED SPONSORSHIPS$19,529
FieldValueIRS element (for citing)
Total Liability$1,079,696TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$5,771,699TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$184,192NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$284,919DonatedServicesAndUseFcltsAmt
Other Revenue$140,318OtherRevenueAmt
Revenue Not Reported$241,045RevenueNotReportedAmt
Revenue Subtotal$5,530,654RevenueSubtotalAmt
Total Revenue Per Form990$5,530,654TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,412,126TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$284,919DonatedServicesUseFcltsAmt
Expenses Not Reported$284,919ExpensesNotReportedAmt
Expenses Subtotal$5,127,207ExpensesSubtotalAmt
Total Expenses Per Form990$5,127,207TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt XI, Line 2dOKLAHOMA CITY PHILHARMONIC FOUNDATION ACTIVITY INCLUDED IN AUDITED FINANCIAL STATEMENTS.
Pt V, Line 4THE ENDOWMENT CONSISTS OF ENDOWMENT FUNDS HELD IN INVESTMENTS AND THE BENEFICIAL INTEREST IN ASSETS HELD BY THE COMMUNITY FOUNDATION.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
RONALD WALKER
$202,540$202,540
JOEL LEVINE
$202,540$202,540

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 6MEMBERS ARE ANYONE WHO CONTRIBUTES $100 OR MORE.
Pt VI, Line 7aMEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING.
Pt VI, Line 10bTHE FORM 990 IS SCANNED AND E-MAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. TRUSTEES WILL REPLY TO MANAGEMENT STAFF WITH ANY QUESTIONS OR THEIR APPROVAL TO SIGN THE RETURN.
Pt VI, Line 11bTHE FORM 990 IS SCANNED AND E-MAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. TRUSTEES WILL REPLY TO MANAGEMENT STAFF WITH ANY QUESTIONS OR THEIR APPROVAL TO SIGN THE RETURN.
Pt VI, Line 12cTHE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY.
Pt VI, Line 15aTHE COMPENSATION FOR THE TOP OFFICIALS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
Pt VI, Line 15bCOMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
Pt VI, Line 19GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
Pt XILINE 9 - NET ASSETS OF OKLAHOMA CITY PHILHARMONIC FOUNDATION INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS.
Form 990, Part IX, Line 24fDONOR BENEFITS/RECOGNITION 27698. 27698. 0. 0. SEASON CAMPAIGN 79203. 79203. 0. 0. PROGRAM PRINTING 77548. 77548. 0. 0. BANK CHARGES 42340. 0. 42340. 0. POSTAGE 34624. 29422. 1619. 3583. USHERS & SECURITY 39015. 39015. 0. 0. MUSIC EXPENSE 20253. 20253. 0. 0. LICENSES 28981. 28981. 0. 0. TELEMARKETING 35874. 35874. 0. 0. CONSULTING FEES 17297. 0. 17297. 0. LIBRARY EXPENSE 18941. 18941. 0. 0. TELEPHONE 15504. 2977. 12527. 0. SUPPLIES 18204. 4120. 13799. 285. EQUIPMENT MAINTENANCE 10101. 2300. 4215

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA CITY PHILHARMONIC FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1428 W CALIFORNIA STE 210AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
EIN731236875EIN
Primary ActivitiesSUPPORTPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA PHILHARMONICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA CITY PHILHARMONIC FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypecTransactionTypeTxt
Involved$80,841InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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