EVANSVILLE PHILHARMONIC ORCHESTRA: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: EVANSVILLE PHILHARMONIC ORCHESTRA (EIN 35-0965634)
Tax period: 2012-06-01 to 2013-05-31
Filed: 2014-04-15
IRS object ID: 201401059349300610
Schema version: 2012v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-04-15T08:05:32-05:00	Timestamp
Tax Period End Date	2013-05-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UMBACH & ASSOCIATES LLP CPAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 BENTEE WES CT	AddressLine1
City	EVANSVILLE	City
State	IN	State
ZIP Code	477154060	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	350965634	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	EVANSVILLE PHILHARMONIC ORCHESTRA	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	EVAN	NameControl
Phone	8124255050	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 84	AddressLine1
City	EVANSVILLE	City
State	IN	State
ZIP Code	47701	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	GARY WAGNER	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	8124255050	Phone
Date Signed	2014-04-10	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DARRYL C SPURLOCK	Name
Phone	8124772244	Phone
Date Prepared	2014-04-10	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	GARY WAGNER EXECUTIVE DIRECTOR	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	401 SE SIXTH STREET SUITE 105	AddressLine1
City	EVANSVILLE	City
State	IN	State
ZIP Code	47713	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	3543463	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	EVANSVILLEPHILHARMONIC.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1934	YearFormation
State Legal Domicile	IN	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE PERFORMANCES OF QUALITY ORCHESTRAL AND CHORAL MUSIC TO THE COMMUNITY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	29	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	28	NbrIndependentVotingMembers
Total Nbr Employees	227	TotalNbrEmployees
Total Nbr Volunteers	210	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1593616	ContributionsGrantsPriorYear
Contributions Grants Current Year	960666	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	641915	ProgramServiceRevenuePriorYear
Program Service Revenue CY	639592	ProgramServiceRevenueCY
Investment Income Prior Year	189352	InvestmentIncomePriorYear
Investment Income Current Year	220436	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-70077	OtherRevenuePriorYear
Other Revenue Current Year	-25031	OtherRevenueCurrentYear
Total Revenue Prior Year	2354806	TotalRevenuePriorYear
Total Revenue Current Year	1795663	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1125000	SalariesEtcPriorYear
Salaries Etc Current Year	1078053	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	145262	TotalFundrsngExpCurrentYear
Other Expense Prior Year	685082	OtherExpensePriorYear
Other Expenses Current Year	649461	OtherExpensesCurrentYear
Total Expenses Prior Year	1810082	TotalExpensesPriorYear
Total Expenses Current Year	1727514	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	544724	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	68149	RevenuesLessExpensesCY
Total Assets BOY	4070734	TotalAssetsBOY
Total Assets EOY	4399324	TotalAssetsEOY
Total Liabilities BOY	369560	TotalLiabilitiesBOY
Total Liabilities EOY	497092	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	3701174	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	3902232	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE PERFORMANCES OF QUALITY ORCHESTRAL AND CHORAL MUSIC TO THE COMMUNITY.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	984804	Expense
Description	CONCERT SERIES - 6 CLASSICAL AND 10 POPS	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	104492	Expense
Description	YOUTH ORCHESTRA CONCERTS - YOUNG PEOPLE'S CONCERTS FOR ELEMENTARY SCHOOL CHILDREN, LOLLIPOPS FOR PRESCHOOL & KINDERGARTEN CHILDREN, SYMPHONY OF COLOR, AND YOUNG ARTIST COMPETITION	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	71546	Expense
Description	OTHER SINGLE CONCERTS - CHORUS, BALLET, AND OTHER SPECIAL EVENTS	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	1160842	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	26	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	227	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	29	NbrVotingGoverningBodyMembers
Number Independent Voting Members	28	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	IN	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	VICKI BURCHELL	NamePerson
Telephone Number	8124255050	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 84	AddressLine1
City	EVANSVILLE	City
State	IN	State
ZIP Code	47701	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	FormerFormer
ROBYN MUSGRAVE
GUILD PRES.	5.00	X	0	0	0
LEE BUCHTMAN
BOARD	2.00	X	0	0	0
NEAL FRANKLIN
BOARD	2.00	X	0	0	0
DR DAVID SMITH
BOARD	2.00	X	0	0	0
STEVE HOAR
BOARD	2.00	X	0	0	0
DR JANE JOHANSEN
BOARD	2.00	X	0	0	0
LYNN LOWE
BOARD	2.00	X	0	0	0
JOHN MUSGRAVE
BOARD	2.00	X	0	0	0
RITA EYKAMP
BOARD	2.00	X	0	0	0
JOYSE RIVERS
BOARD	2.00	X	0	0	0
MARIANNA WRIGHT
BOARD	2.00	X	0	0	0
DR TIMOTHY ALMQUIST
BOARD	2.00	X	0	0	0
DR LOUIS CADY
BOARD	2.00	X	0	0	0
G RICHARD EYKAMP
BOARD	2.00	X	0	0	0
PHYLLIS GRIMM
BOARD	2.00	X	0	0	0
PEGGY LEWIS
BOARD	2.00	X	0	0	0
F STEPHEN SHEETS
BOARD	2.00	X	0	0	0
KIRK WRIGHT
BOARD	2.00	X	0	0	0
NANCY HODGE
BOARD	2.00	X	0	0	0
KIRSTEN WAGMEISTER
BOARD	2.00	X	0	0	0
KEVIN WILSON
ORCHESTRA RE	2.00	X	0	0	0
JAMES GORMAN
CHORUS REPRE	2.00	X	0	0	0
STEVE SCHAEFER
MAYOR OFFICE	2.00	X	0	0	0
GARY WAGNER
EXECUTIVE DI	40.00		75685	0	7591	X
RICHARD ARNESON
PAST PRESIDE	5.00		0	0	0	X
DON SHYMANSKI
VICE-PRESIDE	5.00		0	0	0	X
SUSAN VAUGHN
SECRETARY	5.00		0	0	0	X
SHARON KAZEE
VICE PRESIDE	5.00		0	0	0	X
CHRIS WOLKING
PRESIDENT	5.00		0	0	0	X
SUSAN ELKINGTON
TREASURER	5.00		0	0	0	X
GLENN ROBERTS
FORMER EXEC	40.00		83722	0	18776		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	159407	TotalReportableCompFromOrg
Total Other Compensation	26367	TotalOtherCompensation
Formers Listed	true	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Fundraising Events	77133	FundraisingEvents
Related Organizations	42500	RelatedOrganizations
Government Grants	80470	GovernmentGrants
All Other Contributions	760563	AllOtherContributions
Noncash Contributions	131988	NoncashContributions
Total Contributions	960666	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TICKET SALES	711130	551974	551974
ADVERTISING	711130	49728	49728
OTHER INCOME	711130	37890	37890

Field	Value	IRS element (for citing)
Total Program Service Revenue	639592	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	67193	TotalRevenueColumn
Exclusion	$67,193	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1831305	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1678062	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	153243	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	153243	TotalRevenueColumn
Related Or Exempt Function Income	153243	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	44707	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	77133	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	69738	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-25031	TotalRevenueColumn
Exclusion	-$25,031	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1795663	TotalRevenueColumn
Related Or Exempt Function Income	792835	RelatedOrExemptFunctionIncome
Exclusion	$42,162	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	44499	Total
Management And General	44499	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	52946	Total
Management And General	52946	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	817530	Total
Program Services	624508	ProgramServices
Management And General	76760	ManagementAndGeneral
Fundraising	116262	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	93214	Total
Program Services	45361	ProgramServices
Management And General	47735	ManagementAndGeneral
Fundraising	118	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	69864	Total
Program Services	47775	ProgramServices
Management And General	13195	ManagementAndGeneral
Fundraising	8894	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	13875	Total
Management And General	13875	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	145382	Total
Program Services	137333	ProgramServices
Management And General	5039	ManagementAndGeneral
Fundraising	3010	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	125334	Total
Program Services	104742	ProgramServices
Management And General	14879	ManagementAndGeneral
Fundraising	5713	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	71586	Total
Program Services	5019	ProgramServices
Management And General	64078	ManagementAndGeneral
Fundraising	2489	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	2184	Total
Management And General	2184	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	110901	Total
Program Services	66837	ProgramServices
Management And General	44064	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	57358	Total
Program Services	55751	ProgramServices
Management And General	1170	ManagementAndGeneral
Fundraising	437	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1628	Total
Management And General	1628	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	763	Total
Management And General	763	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	5291	Total
Management And General	5291	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	9406	Total
Management And General	9406	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
TRADE	26833	9358	14451	3024
TICKET FEES	17858	17858
MUSIC RENT/PURCHASE	13490	13490
MUSIC LICENSE	11362	11362

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	36210	Total
Program Services	21448	ProgramServices
Management And General	9447	ManagementAndGeneral
Fundraising	5315	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1727514	Total
Program Services	1160842	ProgramServices
Management And General	421410	ManagementAndGeneral
Fundraising	145262	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	198966	BOY
EOY	209746	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
EOY	106239	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	1663	BOY
EOY	2119	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	15218	BOY
EOY	16951	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	290429	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	98957	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	193063	BOY
EOY	191472	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	2928007	BOY
EOY	2971818	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	733817	BOY
EOY	900979	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	4070734	BOY
EOY	4399324	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	129249	BOY
EOY	90856	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	240311	BOY
EOY	306236	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
EOY	100000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	369560	BOY
EOY	497092	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	536000	BOY
EOY	575386	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	383925	BOY
EOY	413609	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2781249	BOY
EOY	2913237	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3701174	BOY
EOY	3902232	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4070734	BOY
EOY	4399324	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	68149	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	132909	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	987808	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	732727	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	781961	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1593616	CurrentTaxYearMinus1Year
Current Tax Year	960666	CurrentTaxYear
Total	5056778	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	753349	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	727401	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	694892	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	641915	CurrentTaxYearMinus1Year
Current Tax Year	639592	CurrentTaxYear
Total	3457149	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1741157	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1460128	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1476853	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2235531	CurrentTaxYearMinus1Year
Current Tax Year	1600258	CurrentTaxYear
Total	8513927	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	39478	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	48843	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	57889	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	77297	CurrentTaxYearMinus1Year
Current Tax Year	130285	CurrentTaxYear
Total	353792	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	734783	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	711134	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	678883	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	112462	CurrentTaxYearMinus1Year
Current Tax Year	220295	CurrentTaxYear
Total	2457557	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	774261	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	759977	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	736772	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	189759	CurrentTaxYearMinus1Year
Current Tax Year	350580	CurrentTaxYear
Total	2811349	Total

Field	Value	IRS element (for citing)
Public Support Total509	5702578	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	115442	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	84934	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	81615	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	92278	CurrentTaxYearMinus1Year
Current Tax Year	67193	CurrentTaxYear
Total	441462	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	115442	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	84934	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	81615	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	92278	CurrentTaxYearMinus1Year
Current Tax Year	67193	CurrentTaxYear
Total	441462	Total

Net Income From Other UBI NetIncomeFromOtherUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	81676	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	42457	CurrentTaxYearMinus2Years
Total	124133	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1856599	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1626738	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1600925	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2327809	CurrentTaxYearMinus1Year
Current Tax Year	1667451	CurrentTaxYear
Total	9079522	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.62810	PublicSupportPercentage509
Prior Year Support Percentage	0.58050	PriorYearSupportPercentage
Investment Income Percentage	0.05000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.06000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2696391	BeginningOfYearBalance
Contributions	60266	Contributions
Investment Earnings Or Losses	345057	InvestmentEarningsOrLosses
Other Expenditures	42862	OtherExpenditures
Administrative Expenses	13767	AdministrativeExpenses
End Of Year Balance	3045085	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2922188	BeginningOfYearBalance
Contributions	514523	Contributions
Investment Earnings Or Losses	-80583	InvestmentEarningsOrLosses
Other Expenditures	638437	OtherExpenditures
Administrative Expenses	21330	AdministrativeExpenses
End Of Year Balance	2696361	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2504932	BeginningOfYearBalance
Contributions	52296	Contributions
Investment Earnings Or Losses	518686	InvestmentEarningsOrLosses
Other Expenditures	126852	OtherExpenditures
Administrative Expenses	26874	AdministrativeExpenses
End Of Year Balance	2922188	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2234595	BeginningOfYearBalance
Contributions	50025	Contributions
Investment Earnings Or Losses	368265	InvestmentEarningsOrLosses
Other Expenditures	121014	OtherExpenditures
Administrative Expenses	26939	AdministrativeExpenses
End Of Year Balance	2504932	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2890592	BeginningOfYearBalance
Contributions	100028	Contributions
Investment Earnings Or Losses	-599416	InvestmentEarningsOrLosses
Other Expenditures	132463	OtherExpenditures
Administrative Expenses	24146	AdministrativeExpenses
End Of Year Balance	2234595	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.05740	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.89650	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.04610	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1056	OtherCostOrOtherBasis
Depreciation	277	Depreciation
Book Value	779	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	234146	OtherCostOrOtherBasis
Depreciation	98680	Depreciation
Book Value	135466	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	55227	OtherCostOrOtherBasis
Book Value	55227	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	191472	TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
BENEFICAL INTEREST IN TRUST	755619
UNCONDITIONAL PROMISES TO GIV	125663
CVS LIFE INSURANCE POLICY	19697

Field	Value	IRS element (for citing)
Total Book Value Other Assets	900979	TotalBookValueOtherAssets
Tot Revenue Etc Audited Fincl Stmt	2138396	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	132909	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	140086	DonatedSrvcAndUseOfFacilities
Other Revenues	69738	OtherRevenues
Revenue Not Rptd F990	342733	RevenueNotRptdF990
Revenue Subtotal	1795663	RevenueSubtotal
Total Revenue Per Form990	1795663	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1937338	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	140086	DonatedServicesUseOfFacilities
Other Expenses Included	69738	OtherExpensesIncluded
Expenses Not Rptd F990	209824	ExpensesNotRptdF990
Expenses Subtotal	1727514	ExpensesSubtotal
Total Expenses Per Form990	1727514	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
INTENDED USES FOR ENDOWMENT FUNDS	SCHEDULE D, PAGE 2, PART V, LINE 4	CURRENT EARNINGS ON 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. PRIOR TO THE ECONOMIC DOWNTURN WHICH BEGAN IN 2008, THE PHILHARMONIC ADOPTED AND OPERATED UNDER INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPTED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE CORPORATION 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 INVESTMENT RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK. THE CORPORATION EXPECTED ITS ENDOWMENT FUNDS, OVER TIME, TO PROVIDE A MODERATE RATE OF RETURN ANNUALLY. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. SINCE THE ECONOMIC DOWNTURN, MANAGEMENT HAS BEEN MONITORING ITS ENDOWMENT INVESTMENTS WITH THE OBJECTIVE OF PRESERVING PRINCIPAL AND RECOVERING MARKET VALUE.
LIABILITY UNDER FIN 48 FOOTNOTE	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 2010.
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 2D	GOLF, GALA, & OTHER SPECIAL EVENTS EXPENSE 69,738
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	GOLF, GALA, & OTHER SPECIAL EVENTS EXPENSE 69,738

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GOLF	NameOfEvent1
Gross Receipts Event1	74822	GrossReceiptsEvent1
Charitable Contributions Event1	39200	CharitableContributionsEvent1
Gross Revenue Event1	35622	GrossRevenueEvent1
Rent Facility Costs Event1	22688	RentFacilityCostsEvent1
Food And Beverage Event1	5328	FoodAndBeverageEvent1
Other Direct Expenses Event1	12380	OtherDirectExpensesEvent1
Name Of Event2	GALA	NameOfEvent2
Gross Receipts Event2	39477	GrossReceiptsEvent2
Charitable Contributions Event2	30842	CharitableContributionsEvent2
Gross Revenue Event2	8635	GrossRevenueEvent2
Rent Facility Costs Event2	1500	RentFacilityCostsEvent2
Food And Beverage Event2	18581	FoodAndBeverageEvent2
Entertainment Event2	3724	EntertainmentEvent2
Other Direct Expenses Event2	5025	OtherDirectExpensesEvent2
Total Number Of Other Events	1	TotalNumberOfOtherEvents
Gross Receipts Other Events	7541	GrossReceiptsOtherEvents
Charitable Contrib Other Events	7091	CharitableContribOtherEvents
Gross Revenue Other Events	450	GrossRevenueOtherEvents
Other Direct Expenses Other Events	512	OtherDirectExpensesOtherEvents
Gross Receipts Total	121840	GrossReceiptsTotal
Charitable Contributions Total	77133	CharitableContributionsTotal
Gross Revenue Total Events	44707	GrossRevenueTotalEvents
Rent Facility Costs Total Events	24188	RentFacilityCostsTotalEvents
Food And Beverage Total Events	23909	FoodAndBeverageTotalEvents
Entertainment Total Events	3724	EntertainmentTotalEvents
Other Direct Expenses Total Events	17917	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	69738	DirectExpenseSummaryEvents
Net Income Summary	-25031	NetIncomeSummary

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	GLENN ROBERTS	NamePerson
Title	FORMER EXEC DIR	Title
Base Compensation Filing Org	83722	BaseCompensationFilingOrg
Deferred Comp Filing Org	18776	DeferredCompFilingOrg
Total Compensation Filing Org	102498	TotalCompensationFilingOrg

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	131988	NoncashContribsRptdF990

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RELATED PARTY INFORMATION AMONG OFFICERS	FORM 990, PAGE 6, PART VI, LINE 2	RICHARD EYKAMP RITA EYKAMP VICE-PRESIDE BOARD MEMBER SPOUSES
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED
COMPENSATION PROCESS FOR TOP OFFICIAL	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.
COMPENSATION PROCESS FOR OFFICERS	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.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED BY THE ORCHESTRA UPON REQUEST.
RECONCILIATION OF CHANGES - OTHER	FORM 990, PART XI, LINE 9	GOLF, GALA, & OTHER SPECIAL EVENTS EXPENSE 69,738 GOLF, GALA, & OTHER SPECIAL EVENTS EXPENSE -69,738