ROCHESTER PHILHARMONIC ORCHESTRA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER PHILHARMONIC ORCHESTRA INC (EIN 16-0765613)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-05-20
- IRS object ID
- 201401409349300115
- Schema version
- 2012v2.1
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-20T10:44:13-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161131146 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160765613 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER PHILHARMONIC ORCHESTRA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROCH | NameControl |
| Phone | 5854547311 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES OWENS | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 5854547311 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG STEVENS | Name |
| PTIN | P00748583 | PTIN |
| Phone | 5853811000 | Phone |
| 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 | CHARLES OWENS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 9092796 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RPO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1922 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 258 | TotalNbrEmployees |
| Total Nbr Volunteers | 892 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5641305 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4694360 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4042943 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3863057 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 224026 | InvestmentIncomePriorYear |
| Investment Income Current Year | 466352 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 104835 | OtherRevenuePriorYear |
| Other Revenue Current Year | 303456 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10013109 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9327225 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6412762 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6016329 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 112957 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 97861 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 499340 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3463802 | OtherExpensePriorYear |
| Other Expenses Current Year | 3283357 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9989521 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9397547 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 23588 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -70322 | RevenuesLessExpensesCY |
| Total Assets BOY | 21060968 | TotalAssetsBOY |
| Total Assets EOY | 21115707 | TotalAssetsEOY |
| Total Liabilities BOY | 3641059 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3278681 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17419909 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17837026 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE RPO IS COMMITTED TO ENRICHING AND INSPIRING OUR COMMUNITY THROUGH THE ART OF MUSIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7959020 | Expense |
| Revenue | 3863057 | Revenue |
| Description | DURING FISCAL YEAR 2012-2013, THE ROCHESTER PHILHARMONIC ORCHESTRA PRESENTED LIVE SYMPHONIC CONCERTS AND RADIO BROADCASTS REACHING AN AUDIENCE OF APPROXIMATELY 167,000 INDIVIDUALS. | Description |
| Total Program Service Expense | 7959020 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 63 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 258 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RON STEINMILLER VICE PRESIDENT OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5854547311 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| CHARLES OWENS | ||||||||
| PRESIDENT & CEO | 40.00 | 1.00 | X | X | 134163 | 0 | 7776 | |
| DAVID W ACKROYD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR JOHN M BENNETT | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM EGGERS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR STEVEN E FELDON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| PATRICK FULFORD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| PATRICK J KELLY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARIE KENTON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH F RICE | ||||||||
| CHAIRPERSON | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| JULES L SMITH | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| WILLIAM CHERRY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ILENE L FLAUM | ||||||||
| VICE CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | ||
| STEVEN HESS | ||||||||
| TREASURER | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| LA MARR JACKSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DAWN LIPSON | ||||||||
| BOARD MEMBER | 1.00 | X | X | 0 | 0 | 0 | ||
| JOHN PURCELL | ||||||||
| VICE CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | ||
| INGRID STANLIS | ||||||||
| VICE CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | ||
| JEFFREY WADSWORTH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DEBORAH WILSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ERIK BEHR | ||||||||
| EX-OFFICIO | 1.00 | X | 56881 | 0 | 2166 | |||
| WILLIAM CAHN | ||||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| MARK SIWIEC | ||||||||
| VICE CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | ||
| ROSS P LANZAFAME | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT B STILES | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES M BOUCHER | ||||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| DOUGLAS PROSSER | ||||||||
| EX-OFFICIO | 1.00 | X | 50895 | 0 | 15182 | |||
| PATRICK BURKE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MEGAN HENRY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| GREGORY SMITH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DOUGLAS LOWRY | ||||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| KEITH WILSON | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| RON STEINMILLER | ||||||||
| VP OF FINANCE | 40.00 | X | 82392 | 0 | 2325 | |||
| JEFF TYZIK | ||||||||
| POPS CONDUCTOR | 40.00 | 187254 | 0 | 13428 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 511585 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 40877 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 88966 | FundraisingEvents |
| Government Grants | 391860 | GovernmentGrants |
| All Other Contributions | 4213534 | AllOtherContributions |
| Noncash Contributions | 150997 | NoncashContributions |
| Total Contributions | 4694360 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES AND FEES | 711190 | 3780019 | 3780019 |
| ROCHESTER PHILHARMONIC YOUTH ORCH | 711190 | 83038 | 83038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3863057 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 149496 | TotalRevenueColumn |
| Exclusion | $149,496 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32217 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -284639 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 316856 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 316856 | TotalRevenueColumn |
| Exclusion | $316,856 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 93560 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 88966 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 50210 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43350 | TotalRevenueColumn |
| Exclusion | $43,350 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 260106 | TotalRevenueColumn |
| Exclusion | $260,106 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 260106 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9327225 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3863057 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $769,808 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486480 | Total |
| Program Services | 275202 | ProgramServices |
| Management And General | 211278 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4186403 | Total |
| Program Services | 3776810 | ProgramServices |
| Management And General | 188647 | ManagementAndGeneral |
| Fundraising | 220946 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61825 | Total |
| Program Services | 29888 | ProgramServices |
| Management And General | 20572 | ManagementAndGeneral |
| Fundraising | 11365 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 862508 | Total |
| Program Services | 781545 | ProgramServices |
| Management And General | 52151 | ManagementAndGeneral |
| Fundraising | 28812 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419113 | Total |
| Program Services | 379771 | ProgramServices |
| Management And General | 25342 | ManagementAndGeneral |
| Fundraising | 14000 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68436 | Total |
| Management And General | 68436 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18900 | Total |
| Management And General | 18900 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97861 | Total |
| Fundraising | 97861 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29196 | Total |
| Management And General | 29196 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244329 | Total |
| Program Services | 219178 | ProgramServices |
| Management And General | 13146 | ManagementAndGeneral |
| Fundraising | 12005 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626857 | Total |
| Program Services | 604497 | ProgramServices |
| Management And General | 1025 | ManagementAndGeneral |
| Fundraising | 21335 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148266 | Total |
| Program Services | 128157 | ProgramServices |
| Management And General | 9141 | ManagementAndGeneral |
| Fundraising | 10968 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52986 | Total |
| Program Services | 52915 | ProgramServices |
| Management And General | 25 | ManagementAndGeneral |
| Fundraising | 46 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248136 | Total |
| Program Services | 144341 | ProgramServices |
| Management And General | 103036 | ManagementAndGeneral |
| Fundraising | 759 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238277 | Total |
| Program Services | 197294 | ProgramServices |
| Management And General | 24382 | ManagementAndGeneral |
| Fundraising | 16601 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42754 | Total |
| Management And General | 42754 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49973 | Total |
| Management And General | 49973 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56432 | Total |
| Program Services | 5536 | ProgramServices |
| Management And General | 50896 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| GUEST ARTISTS AND STAFF | 855055 | 855055 | 0 | |
| RENTALS | 368874 | 366548 | 0 | 2326 |
| CREDIT CARD FEES | 85834 | 71126 | 14708 | |
| PROVISION FOR UNCOLLECT | 79026 | 34464 | 44562 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70026 | Total |
| Program Services | 36693 | ProgramServices |
| Management And General | 27961 | ManagementAndGeneral |
| Fundraising | 5372 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9397547 | Total |
| Program Services | 7959020 | ProgramServices |
| Management And General | 939187 | ManagementAndGeneral |
| Fundraising | 499340 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 355309 | BOY |
| EOY | 227909 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88719 | BOY |
| EOY | 71353 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1480881 | BOY |
| EOY | 1372668 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224824 | BOY |
| EOY | 122826 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156131 | BOY |
| EOY | 108088 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216058 | BOY |
| EOY | 164556 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1679738 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1199023 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 486278 | BOY |
| EOY | 480715 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4332572 | BOY |
| EOY | 4513400 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1189605 | BOY |
| EOY | 1308030 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12530591 | BOY |
| EOY | 12746162 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21060968 | BOY |
| EOY | 21115707 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 785393 | BOY |
| EOY | 581042 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1958687 | BOY |
| EOY | 1750034 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 696979 | BOY |
| EOY | 607605 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000 | BOY |
| EOY | 340000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3641059 | BOY |
| EOY | 3278681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2401278 | BOY |
| EOY | -2382750 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7230600 | BOY |
| EOY | 7417576 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12590587 | BOY |
| EOY | 12802200 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17419909 | BOY |
| EOY | 17837026 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21060968 | BOY |
| EOY | 21115707 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -70322 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 272010 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 215429 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | 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 | 5702388 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5574274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5314327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5924035 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5187708 | CurrentTaxYear |
| Total | 27702732 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4003426 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3736683 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4008507 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4042943 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3863057 | CurrentTaxYear |
| Total | 19654616 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9705814 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9310957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9322834 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9966978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9050765 | CurrentTaxYear |
| Total | 47357348 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 47357348 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 271696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 99577 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110910 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 155657 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149496 | CurrentTaxYear |
| Total | 787336 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 271696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 99577 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110910 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 155657 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149496 | CurrentTaxYear |
| Total | 787336 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 99914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 109945 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 140664 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92609 | CurrentTaxYearMinus1Year |
| Current Tax Year | 260106 | CurrentTaxYear |
| Total | 703238 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10077424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9520479 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9574408 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10215244 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9460367 | CurrentTaxYear |
| Total | 48847922 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96950 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96740 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01610 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01880 | 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 | 5522177 | BeginningOfYearBalance |
| Contributions | 221049 | Contributions |
| Investment Earnings Or Losses | 679166 | InvestmentEarningsOrLosses |
| Other Expenditures | 630962 | OtherExpenditures |
| End Of Year Balance | 5821430 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5176332 | BeginningOfYearBalance |
| Contributions | 475129 | Contributions |
| Investment Earnings Or Losses | 362807 | InvestmentEarningsOrLosses |
| Other Expenditures | 492091 | OtherExpenditures |
| End Of Year Balance | 5522177 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4862604 | BeginningOfYearBalance |
| Contributions | 113939 | Contributions |
| Investment Earnings Or Losses | 435541 | InvestmentEarningsOrLosses |
| Other Expenditures | 235752 | OtherExpenditures |
| End Of Year Balance | 5176332 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4732099 | BeginningOfYearBalance |
| Contributions | 62474 | Contributions |
| Investment Earnings Or Losses | 296165 | InvestmentEarningsOrLosses |
| Other Expenditures | 228134 | OtherExpenditures |
| End Of Year Balance | 4862604 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4859641 | BeginningOfYearBalance |
| Contributions | 352966 | Contributions |
| Investment Earnings Or Losses | -364665 | InvestmentEarningsOrLosses |
| Other Expenditures | 115843 | OtherExpenditures |
| End Of Year Balance | 4732099 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.92210 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05790 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 150000 | OtherCostOrOtherBasis |
| Book Value | 150000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 641702 | OtherCostOrOtherBasis |
| Depreciation | 493771 | Depreciation |
| Book Value | 147931 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 858798 | OtherCostOrOtherBasis |
| Depreciation | 705252 | Depreciation |
| Book Value | 153546 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29238 | OtherCostOrOtherBasis |
| Book Value | 29238 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 480715 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIFF FUND | Description |
| Book Value | 1308030 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1308030 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST IN NET ASSETS OF RPO FUND, INC. | 12743437 |
| INTEREST RECEIVABLE | 2725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12746162 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 9620249 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 272010 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 272010 | RevenueNotRptdF990 |
| Revenue Subtotal | 9348239 | RevenueSubtotal |
| Investment Expenses Not Included | 29196 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -50210 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -21014 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9327225 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9418561 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 50210 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 50210 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9368351 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 29196 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 29196 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9397547 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2013 AND 2012, 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 2009. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE -50,210. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 50,210. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1 |
Address US AddressUS
| 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 | Activity |
| Fundraiser Control Of Funds | 1 | FundraiserControlOfFunds |
| Gross Receipts | 316298 | GrossReceipts |
| Amount Retained By Contractor | 97861 | AmountRetainedByContractor |
| Net To Organization | 218437 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 316298 | TotalGrossReceipts |
| Total Retained By Contractors | 97861 | TotalRetainedByContractors |
| Total Net To Organization | 218437 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA RED CARPET | NameOfEvent1 |
| Gross Receipts Event1 | 37630 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 6880 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 30750 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 42806 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SUMMER GALA/DANCE | NameOfEvent2 |
| Gross Receipts Event2 | 141646 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 82086 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 59560 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 7404 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 3250 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 3250 | GrossRevenueOtherEvents |
| Gross Receipts Total | 182526 | GrossReceiptsTotal |
| Charitable Contributions Total | 88966 | CharitableContributionsTotal |
| Gross Revenue Total Events | 93560 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 50210 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 50210 | DirectExpenseSummaryEvents |
| Net Income Summary | 43350 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFF TYZIK | NamePerson |
| Title | POPS CONDUCTOR | Title |
| Base Compensation Filing Org | 164954 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 22300 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 13428 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 200682 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 152019 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 REQUIRE THE MEMBERSHIP TO VOTE ANNUALLY TO ELECT NEW BOARD MEMBERS OR THOSE UP FOR RE-ELECTION | |
| 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 | THE TREASURER OF THE BOARD OF DIRECTORS REVIEWED THE 990. A PUBLIC DISCLOSURE COPY WAS MADE AVAILABLE TO THE FINANCE COMMITTEE FOR THEIR REVIEW AND CONSIDERATION. | |
| 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. 215,429. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990 PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RPO FUND INC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11D, III-O | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RPO FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 966154 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments