ROCHESTER PHILHARMONIC ORCHESTRA INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER PHILHARMONIC ORCHESTRA INC (EIN 16-0765613)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-04-13
- IRS object ID
- 201521039349300122
- Schema version
- 2013v4.0
- 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 | 2015-04-13T12:28:01-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL SUITE 201 | AddressLine1 |
| City | PITTSFORD | City |
| State | NY | State |
| ZIP Code | 14534 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160765613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER PHILHARMONIC ORCHESTRA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5854547311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14604 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES OWENS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5854547311 | PhoneNum |
| Signature | 2015-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG STEVENS | PreparerPersonNm |
| PTIN | P00748583 | PTIN |
| Phone | 5853811000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES OWENS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,943,678 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RPO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SYMPHONIC ENTERTAINMENT THROUGH A VARIETY OF PRODUCT LINES AND OUTREACH PROGRAMS DESIGNED TO ENRICH, EDUCATE AND INSPIRE, AND CONTINUE THE HERITAGE OF ORCHESTRAL MUSIC FOR THE RESIDENTS OF ROCHESTER, NEW YORK AND THE SURROUNDING AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 252 | TotalEmployeeCnt |
| Total Volunteers | 509 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,694,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,565,721 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,863,057 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,726,962 | CYProgramServiceRevenueAmt |
| PY Investment Income | $466,352 | PYInvestmentIncomeAmt |
| CY Investment Income | $772,809 | CYInvestmentIncomeAmt |
| PY Other Revenue | $303,456 | PYOtherRevenueAmt |
| CY Other Revenue | $146,114 | CYOtherRevenueAmt |
| PY Total Revenue | $9,327,225 | PYTotalRevenueAmt |
| CY Total Revenue | $9,211,606 | 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 | $6,016,329 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,336,341 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $97,861 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $97,520 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $627,003 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,283,357 | PYOtherExpensesAmt |
| CY Other Expenses | $3,353,758 | CYOtherExpensesAmt |
| PY Total Expenses | $9,397,547 | PYTotalExpensesAmt |
| CY Total Expenses | $9,787,619 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$70,322 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$576,013 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,115,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,948,036 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,278,681 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,541,476 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,837,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,406,560 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE RPO IS COMMITTED TO ENRICHING AND INSPIRING OUR COMMUNITY THROUGH THE ART OF MUSIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,205,817 | ExpenseAmt |
| Revenue | $3,726,962 | RevenueAmt |
| Desc | DURING FISCAL YEAR 2013-2014, THE ROCHESTER PHILHARMONIC ORCHESTRA PRESENTED LIVE SYMPHONIC CONCERTS AND RADIO BROADCASTS REACHING AN AUDIENCE OF APPROXIMATELY 168,300 INDIVIDUALS. | Desc |
| Total Program Service Expenses | $8,205,817 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 252 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RON STEINMILLER VICE PRESIDENT OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5854547311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14604 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHARLES OWENS | ||||||||
| PRESIDENT & CEO | 40.00 | 1.00 | Yes (X) | Yes (X) | $156,466 | $0 | $9,103 | |
| DAVID W ACKROYD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JOHN M BENNETT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM EGGERS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR STEVEN E FELDON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK FULFORD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK J KELLY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH F RICE | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JULES L SMITH | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM CHERRY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ILENE L FLAUM | ||||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN HESS | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LA MARR JACKSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAWN LIPSON | ||||||||
| CHAIRPERSON | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| INGRID STANLIS | ||||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH WILSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIK BEHR | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $61,594 | $0 | $1,301 | |||
| WILLIAM CAHN | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK SIWIEC | ||||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT B STILES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M BOUCHER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEREMY COONEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN DIXON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MILLARD | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA PARKER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS PHILLIPS | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR STEPHEN ROSENFELD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE SCHUMACHER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR EUGENE TOY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WESLEY NANCE | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $45,887 | $0 | $15,304 | |||
| JAMAL ROSSI | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS PROSSER | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $52,287 | $0 | $15,347 | |||
| RON STEINMILLER | ||||||||
| VP OF FINANCE | 40.00 | Yes (X) | $82,939 | $0 | $2,352 | |||
| JEFF TYZIK | ||||||||
| POPS CONDUCTOR | 40.00 | $162,413 | $0 | $14,917 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $561,586 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,324 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $54,607 | FundraisingAmt |
| Government Grants | $366,860 | GovernmentGrantsAmt |
| All Other Contributions | $4,144,254 | AllOtherContributionsAmt |
| Total Contributions | $4,565,721 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES AND FEES | 711190 | $3,642,127 | $3,642,127 |
| ROCHESTER PHILHARMONIC YOUTH ORCH | 711190 | $84,835 | $84,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,726,962 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,668 | TotalRevenueColumnAmt |
| Exclusion | $304,668 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,098,368 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $630,227 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $468,141 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $468,141 | TotalRevenueColumnAmt |
| Exclusion | $468,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,357 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $54,607 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $101,845 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$56,488 | TotalRevenueColumnAmt |
| Exclusion | -$56,488 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $202,602 | TotalRevenueColumnAmt |
| Exclusion | $202,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $202,602 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,211,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,726,962 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $918,923 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,553 | TotalAmt |
| Program Services | $264,769 | ProgramServicesAmt |
| Management And General | $216,784 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,397,564 | TotalAmt |
| Program Services | $3,926,860 | ProgramServicesAmt |
| Management And General | $194,114 | ManagementAndGeneralAmt |
| Fundraising | $276,590 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,874 | TotalAmt |
| Program Services | $87,264 | ProgramServicesAmt |
| Management And General | $12,327 | ManagementAndGeneralAmt |
| Fundraising | $8,283 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,331 | TotalAmt |
| Program Services | $793,832 | ProgramServicesAmt |
| Management And General | $64,900 | ManagementAndGeneralAmt |
| Fundraising | $43,599 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,019 | TotalAmt |
| Program Services | $393,268 | ProgramServicesAmt |
| Management And General | $32,152 | ManagementAndGeneralAmt |
| Fundraising | $21,599 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,690 | TotalAmt |
| Management And General | $24,690 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,800 | TotalAmt |
| Management And General | $20,800 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,520 | TotalAmt |
| Fundraising | $97,520 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,916 | TotalAmt |
| Management And General | $29,916 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,291 | TotalAmt |
| Program Services | $255,932 | ProgramServicesAmt |
| Management And General | $22,191 | ManagementAndGeneralAmt |
| Fundraising | $7,168 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,226 | TotalAmt |
| Program Services | $528,242 | ProgramServicesAmt |
| Management And General | $1,366 | ManagementAndGeneralAmt |
| Fundraising | $38,618 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,660 | TotalAmt |
| Program Services | $141,686 | ProgramServicesAmt |
| Management And General | $9,290 | ManagementAndGeneralAmt |
| Fundraising | $17,684 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,990 | TotalAmt |
| Program Services | $49,940 | ProgramServicesAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,494 | TotalAmt |
| Program Services | $150,179 | ProgramServicesAmt |
| Management And General | $113,917 | ManagementAndGeneralAmt |
| Fundraising | $398 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,736 | TotalAmt |
| Program Services | $189,896 | ProgramServicesAmt |
| Management And General | $24,054 | ManagementAndGeneralAmt |
| Fundraising | $18,786 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,563 | TotalAmt |
| Management And General | $47,563 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,133 | TotalAmt |
| Management And General | $48,133 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,934 | TotalAmt |
| Program Services | $6,565 | ProgramServicesAmt |
| Management And General | $63,369 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS AND STAFF | $872,677 | $872,677 | $0 | $0 |
| RENTALS | $387,098 | $384,868 | $2,230 | $0 |
| OTHER | $119,034 | $84,421 | $26,953 | $7,660 |
| CREDIT CARD FEES | $87,450 | $75,418 | $0 | $12,032 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,066 | TotalAmt |
| Fundraising | $77,066 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,787,619 | TotalAmt |
| Program Services | $8,205,817 | ProgramServicesAmt |
| Management And General | $954,799 | ManagementAndGeneralAmt |
| Fundraising | $627,003 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,909 | BOYAmt |
| EOY | $354,025 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,353 | BOYAmt |
| EOY | $81,006 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,668 | BOYAmt |
| EOY | $1,241,926 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,826 | BOYAmt |
| EOY | $129,861 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,088 | BOYAmt |
| EOY | $72,635 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,556 | BOYAmt |
| EOY | $137,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,698,337 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,166,282 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,715 | BOYAmt |
| EOY | $532,055 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,513,400 | BOYAmt |
| EOY | $4,194,056 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,308,030 | BOYAmt |
| EOY | $1,440,697 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,746,162 | BOYAmt |
| EOY | $13,764,074 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,115,707 | BOYAmt |
| EOY | $21,948,036 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,042 | BOYAmt |
| EOY | $674,826 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750,034 | BOYAmt |
| EOY | $1,902,124 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,605 | BOYAmt |
| EOY | $524,526 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,000 | BOYAmt |
| EOY | $440,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,278,681 | BOYAmt |
| EOY | $3,541,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,382,750 | BOYAmt |
| EOY | -$2,616,021 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,417,576 | BOYAmt |
| EOY | $7,997,106 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,802,200 | BOYAmt |
| EOY | $13,025,475 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,837,026 | BOYAmt |
| EOY | $18,406,560 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,115,707 | BOYAmt |
| EOY | $21,948,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$576,013 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $125,782 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,019,765 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $5,574,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,314,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,924,035 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,187,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,574,337 | CurrentTaxYearAmt |
| Total | $27,574,681 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,736,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,008,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,042,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,863,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,726,962 | CurrentTaxYearAmt |
| Total | $19,378,152 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,310,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,322,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,966,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,050,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,301,299 | CurrentTaxYearAmt |
| Total | $46,952,833 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $46,952,833 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,668 | CurrentTaxYearAmt |
| Total | $820,308 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,668 | CurrentTaxYearAmt |
| Total | $820,308 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $260,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $202,602 | CurrentTaxYearAmt |
| Total | $805,926 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,520,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,574,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,215,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,460,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,808,569 | CurrentTaxYearAmt |
| Total | $48,579,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96650 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96950 | PublicSupportPY509Pct |
| Investment Income CY | 0.01690 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01610 | 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 | $5,821,430 | BeginningYearBalanceAmt |
| Contributions | $13,100 | ContributionsAmt |
| Investment Earnings Or Losses | $868,675 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,068,452 | OtherExpendituresAmt |
| End Year Balance | $5,634,753 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,522,177 | BeginningYearBalanceAmt |
| Contributions | $221,049 | ContributionsAmt |
| Investment Earnings Or Losses | $679,166 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $630,962 | OtherExpendituresAmt |
| End Year Balance | $5,821,430 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,176,332 | BeginningYearBalanceAmt |
| Contributions | $475,129 | ContributionsAmt |
| Investment Earnings Or Losses | $362,807 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $492,091 | OtherExpendituresAmt |
| End Year Balance | $5,522,177 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,862,604 | BeginningYearBalanceAmt |
| Contributions | $113,939 | ContributionsAmt |
| Investment Earnings Or Losses | $435,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $235,752 | OtherExpendituresAmt |
| End Year Balance | $5,176,332 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,732,099 | BeginningYearBalanceAmt |
| Contributions | $62,474 | ContributionsAmt |
| Investment Earnings Or Losses | $296,165 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $228,134 | OtherExpendituresAmt |
| End Year Balance | $4,862,604 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02340 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95530 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02130 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $150,000 | OtherCostOrOtherBasisAmt |
| Book Value | $150,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $641,702 | OtherCostOrOtherBasisAmt |
| Depreciation | $504,836 | DepreciationAmt |
| Book Value | $136,866 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $906,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $661,446 | DepreciationAmt |
| Book Value | $245,189 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $532,055 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF FUND | Desc |
| Book Value | $1,440,697 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,440,697 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN NET ASSETS OF RPO FUND, INC. | $13,763,202 |
| INTEREST RECEIVABLE | $872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,764,074 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,409,317 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $125,782 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $125,782 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,283,535 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $29,916 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$101,845 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$71,929 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,211,606 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,859,548 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $101,845 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $101,845 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,757,703 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $29,916 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $29,916 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,787,619 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT CONTAINS BOTH DONOR RESTRICTED FUNDS, AS WELL AS AMOUNTS THAT ARE UNRESTRICTED BY THE DONOR THAT THE BOARD HAS CHOSEN TO INVEST IN ITS ENDOWMENT FOR FUTURE NEEDS. THE INVESTMENT OBJECTIVES OF THE ORCHESTRA'S ENDOWMENT ARE THE ACHIEVEMENT OF LONG-TERM GROWTH, PRESERVATION OF THE INVESTMENT AND THE GENERATION OF RETURNS THAT EXCEED THE LONG-TERM RATE OF INFLATION. |
| PART X, LINE 2: | FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF AUGUST 31, 2014 AND 2013, THE ORCHESTRA DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORCHESTRA FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE ORCHESTRA IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INFORMATIONAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS THROUGH 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE -101,845. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 101,845. |
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 (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 EAST BUFFALO ST SUITE 200 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $316,896 | GrossReceiptsAmt |
| Retained By Contractor | $97,520 | RetainedByContractorAmt |
| Net To Organization | $219,376 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $316,896 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $97,520 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $219,376 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA RED CARPET | NameOfEvent1Amt |
| Gross Receipts Event1 | $4,415 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,415 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $10,350 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | CARNEGIE HALL | NameOfEvent2Amt |
| Gross Receipts Event2 | $43,707 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,672 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $33,035 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $80,845 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $51,842 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $39,520 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $12,322 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,650 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $99,964 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $54,607 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,357 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $101,845 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $101,845 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$56,488 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES OWENS | ||||||||||||||
| PRESIDENT & CEO | $143,938 | $0 | $0 | $0 | $12,528 | $0 | $3,103 | $0 | $6,000 | $0 | $165,569 | $0 | $0 | $0 |
| JEFF TYZIK | ||||||||||||||
| POPS CONDUCTOR | $139,413 | $0 | $0 | $0 | $23,000 | $0 | $3,859 | $0 | $11,058 | $0 | $177,330 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MADE CHANGES TO ITS GOVERNING DOCUMENTS TO COMPLY WITH THE PROVISIONS OF THE NYS NOT-FOR-PROFIT REVITALIZATION ACT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE RPO HAS A MEMBERSHIP, CONSISTENT WITH ITS BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BYLAWS OF THE RPO REQUIRES THE MEMBERSHIP TO VOTE TO ELECT THE BOARD MEMBERS FOR 3-YEAR TERMS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY CHANGES TO THE BYLAWS ARE VOTED ON BY THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT HAS REVIEWED THE 990. COPIES HAVE BEEN MADE AVAILABLE TO THE BOARD OF DIRECTORS AND HONORARY BOARD FOR REVIEW AND COMMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICTS ARE DISCLOSED AND REVIEWED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD REVIEWS DATA OF CEO COMPENSATION FOR OTHER SIMILAR ORGANIZATIONS AND USES THIS BENCHMARKING INFORMATION TO DETERMINE A COMPENSATION PACKAGE. ONCE THE BOARD HAS PUT TOGETHER A COMPENSATION PACKAGE BOARD APPROVAL IS THEN OBTAINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE UPON REQUEST AT 108 EAST AVENUE, ROCHESTER, NEW YORK 14604. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST IN NET ASSETS OF RPO FUND, INC. 1,019,765. |
| FORM 990, PART XII, LINE 2C | AN AUDIT COMMITTEE WAS FORMED IN FISCAL YEAR 2014 TO COMPLY WITH THE PROVISIONS OF THE NYS NOT-FOR-PROFIT REVITALIZATION ACT. THE AUDIT COMMITTEE OVERSEES THE AUDIT PROCESS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RPO FUND INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222142389 | EIN |
| Primary Activities | SUPPORT OF RPO | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11D, III-O | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RPO FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $643,681 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments