OKLAHOMA PHILHARMONIC SOCIETY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA PHILHARMONIC SOCIETY INC (EIN 73-1328565)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201403219349309030
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T15:23:33-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731312422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE & REED PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731022251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731328565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA PHILHARMONIC SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4052327575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 W CALIFORNIA | AddressLine1 |
| Address Line2 | ROOM/SUITE 210 | AddressLine2 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL HARDT | PersonNm |
| Person Title | FINANCE DIRECTOR | PersonTitleTxt |
| Phone | 4052327575 | PhoneNum |
| Signature | 2014-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLAN WRIGHT | PreparerPersonNm |
| PTIN | P00112450 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2014-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDDIE WALKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 WEST CALIFORNIA SUITE 210 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,021,998 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OKCPHILHARMONIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLIC | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 194 | TotalEmployeeCnt |
| Total Volunteers | 270 | TotalVolunteersCnt |
| Total Gross UBI | $51,475 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$148,825 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,725,688 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,412,461 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,676,161 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,947,345 | CYProgramServiceRevenueAmt |
| PY Investment Income | $310,745 | PYInvestmentIncomeAmt |
| CY Investment Income | $662,192 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,712,594 | PYTotalRevenueAmt |
| CY Total Revenue | $5,021,998 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,163,268 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,238,794 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $297,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,224,980 | PYOtherExpensesAmt |
| CY Other Expenses | $2,652,739 | CYOtherExpensesAmt |
| PY Total Expenses | $4,388,248 | PYTotalExpensesAmt |
| CY Total Expenses | $4,891,533 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $324,346 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $130,465 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,560,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,492,512 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,049,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,062,590 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,510,844 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,429,922 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLIC | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,319,635 | ExpenseAmt |
| Desc | SYMPHONY ORCHESTRA PERFORMANCES FOR THE GENERAL PUBLIC FOR CULTURAL AND INTELLECTUAL BENEFIT OF THE COMMUNITY AT LARGE | Desc |
| Total Program Service Expenses | $3,319,635 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 194 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OKLAHOMA PHILHARMONIC SOC | PersonNm |
| Phone | 4052327575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 W CALIFORNIA SUITE 210 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RODNEY SARGENT | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JOHN RICHELS | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DOUG STUSSI | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JEAN MCLAUGHLIN | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL E JOSEPH | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK B ALEXANDER | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| PENNY M MCCALEB | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JANE HARLOW | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| SAM SIMS | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JOHN SHELTON | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A BOETTGER | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| ZONIA ARMSTRONG | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| SONJA HUGHES | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| BERTA FAYE REX | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| BECKY ROSS ROTEN | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA HORN | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE D CLEARY | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE FLEMING | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| RYAN FREE | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| KIRK HAMMONS | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY W KRIEGER | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE MINTER | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| GARY ALLISON | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| ED BARTH | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H CLEMENTS | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH M FLECKINGER | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| BRENT HART | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SIAS | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JEFF STARLING | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| GLENNA TANENBAUM | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HIGGINBOTHAM | ||||||||
| PRESIDENT EL | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL W DICKINSON | ||||||||
| TREASURER | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| KIP WELCH | ||||||||
| PRESIDENT | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| RENATE W WIGGIN | ||||||||
| SECRETARY | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| TERESA L COOPER | ||||||||
| VICE PRESIDE | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| JOEL LEVINE | ||||||||
| MUSIC DIRECT | 40.00 | $165,208 | $0 | $0 | Yes (X) | |||
| RONALD WALKER | ||||||||
| EXECUTIVE DI | 40.00 | $187,338 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $352,546 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Related Organizations | $80,340 | RelatedOrganizationsAmt |
| Government Grants | $103,740 | GovernmentGrantsAmt |
| All Other Contributions | $2,228,381 | AllOtherContributionsAmt |
| Total Contributions | $2,412,461 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PERFORMANCE REVENUE | 900099 | $1,873,857 | $1,873,857 | |
| PROGRAM ADVERTISING | 711300 | $51,475 | $51,475 | |
| EDUCATION PROGRAM REVENUE | 900099 | $22,013 | $22,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,947,345 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,055 | TotalRevenueColumnAmt |
| Exclusion | $117,055 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $545,137 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $545,137 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $545,137 | TotalRevenueColumnAmt |
| Exclusion | $545,137 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,021,998 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,895,870 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $51,475 | UnrelatedBusinessRevenueAmt |
| Exclusion | $662,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,238,794 | TotalAmt |
| Program Services | $1,466,740 | ProgramServicesAmt |
| Management And General | $522,564 | ManagementAndGeneralAmt |
| Fundraising | $249,490 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,420 | TotalAmt |
| Management And General | $31,420 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,300 | TotalAmt |
| Management And General | $200,300 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,294 | TotalAmt |
| Program Services | $147,614 | ProgramServicesAmt |
| Management And General | $34,680 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,431 | TotalAmt |
| Program Services | $41,431 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,100 | TotalAmt |
| Management And General | $4,100 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,835 | TotalAmt |
| Program Services | $32,796 | ProgramServicesAmt |
| Management And General | $3,039 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GUEST ARTISTS | $672,573 | $672,573 | |
| EQUIPMENT RENTAL | $255,327 | $255,327 | |
| TECHNICAL & BACKSTAGE | $211,083 | $211,083 | |
| OTHER EXPENSES | $183,816 | $111,168 | $72,648 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,560 | TotalAmt |
| Program Services | $380,903 | ProgramServicesAmt |
| Management And General | $406,147 | ManagementAndGeneralAmt |
| Fundraising | $47,510 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,891,533 | TotalAmt |
| Program Services | $3,319,635 | ProgramServicesAmt |
| Management And General | $1,274,898 | ManagementAndGeneralAmt |
| Fundraising | $297,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,913 | BOYAmt |
| EOY | $339,565 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,082,620 | BOYAmt |
| EOY | $1,876,365 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,852 | BOYAmt |
| EOY | $730,571 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,436 | BOYAmt |
| EOY | $80,468 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,779 | BOYAmt |
| EOY | $240,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,091,576 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $929,051 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,042 | BOYAmt |
| EOY | $162,525 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,736,360 | BOYAmt |
| EOY | $11,022,556 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000 | BOYAmt |
| EOY | $40,001 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,560,002 | BOYAmt |
| EOY | $14,492,512 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,787 | BOYAmt |
| EOY | $80,872 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,371 | BOYAmt |
| EOY | $981,718 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,158 | BOYAmt |
| EOY | $1,062,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,066,424 | BOYAmt |
| EOY | $1,147,903 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,985,533 | BOYAmt |
| EOY | $3,715,820 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,458,887 | BOYAmt |
| EOY | $8,566,199 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,510,844 | BOYAmt |
| EOY | $13,429,922 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,560,002 | BOYAmt |
| EOY | $14,492,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $130,465 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $788,613 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,018,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,477,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,581,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,725,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,412,461 | CurrentTaxYearAmt |
| Total | $12,215,575 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,749,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,739,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,698,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,635,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,895,870 | CurrentTaxYearAmt |
| Total | $8,719,666 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,768,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,217,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,279,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,361,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,308,331 | CurrentTaxYearAmt |
| Total | $20,935,241 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $265,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,569 | CurrentTaxYearAmt |
| Total | $450,239 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,711,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,697,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,655,674 | CurrentTaxYearMinus2YearsAmt |
| Total | $5,064,716 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,711,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,697,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,655,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $265,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,569 | CurrentTaxYearAmt |
| Total | $5,514,955 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,420,286 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,744 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,055 | CurrentTaxYearAmt |
| Total | $286,237 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,744 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,055 | CurrentTaxYearAmt |
| Total | $286,237 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,802,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,227,172 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,294,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,471,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,425,386 | CurrentTaxYearAmt |
| Total | $21,221,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.72660 | PublicSupportCY509Pct |
| Public Support PY509 | 0.63810 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,091,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $929,051 | DepreciationAmt |
| Book Value | $162,525 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $162,525 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCE TICKET SALES AND FEES | $955,673 |
| DEFERRED SPONSORSHIPS | $26,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $981,718 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|
| JOEL LEVINE | ||
| MUSIC DIRECTOR | $165,208 | $165,208 |
| RONALD WALKER | ||
| EXECUTIVE DIRECTOR | $187,338 | $187,338 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERS ARE ANYONE WHO CONTRIBUTES 100 OR MORE. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 10B | THE FORM 990 IS SCANNED AND E-MAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. TRUSTEES WILL REPLY TO MANAGEMENT STAFF WITH ANY QUESTIONS OR THEIR APPROVAL TO SIGN THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS SCANNED AND E-MAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. TRUSTEES WILL REPLY TO MANAGEMENT STAFF WITH ANY QUESTIONS OR THEIR APPROVAL TO SIGN THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION FOR THE TOP OFFICIALS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | SALES TAX EXPENSE 131,710 0 0 BOX OFFICE 104,392 0 0 SEASON CAMPAIGN 0 87,036 0 PROGRAM PRINTING 0 73,934 0 INSURANCE 0 52,445 0 BANK CHARGES 0 43,397 0 POSTAGE 2,936 1,400 33,217 USHERS & SECURITY 37,181 0 0 MUSIC EXPENSE 36,162 0 0 LICENSES 29,502 0 0 DONOR BENEFITS 0 28,260 0 TELEMARKETING 0 26,695 0 MEETINGS 988 19,144 5,561 CONSULTING FEES 0 19,603 0 LIBRARY EXPENSE 18,671 0 0 TELEPHONE 3,824 10,986 0 SUPPLIES 5,324 8,468 357 EQUIPMENT MAINTENANCE 2,711 5,024 3,755 DUES & SUBSCRIPTIONS 991 8,999 390 NEWSLETTERS 0 7,904 0 BAD DEBT 0 7,050 0 GIFT PLANNING 6,511 0 0 RECEPTIONS 0 5,802 0 PRINTING & PUBLICATIONS 0 0 4,230 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY PHILHARMONIC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 W CALIFORNIA STE 210 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731236875 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501C | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY PHILHARMONIC FOUNDATI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $80,340 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments