OKLAHOMA PHILHARMONIC SOCIETY INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: OKLAHOMA PHILHARMONIC SOCIETY INC (EIN 73-1328565)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-12-13
IRS object ID: 201313479349301301
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 J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-12-13T14:19:21-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COLE & REED PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	731328565	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	OKLAHOMA PHILHARMONIC SOCIETY INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	OKLA	NameControl
Phone	4052327575	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	DANIEL HARDT	Name
Title	FINANCE DIRECTOR	Title
Phone	4052327575	Phone
Date Signed	2013-11-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ELLAN WRIGHT	Name
Phone	4052397961	Phone
Date Prepared	2013-12-09	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	EDDIE WALKER	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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	4712594	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.OKCPHILHARMONIC.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1988	YearFormation
State Legal Domicile	OK	StateLegalDomicile
Activity Or Mission Description	PROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLIC	ActivityOrMissionDescription
Nbr Voting Members Governing Body	32	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	32	NbrIndependentVotingMembers
Total Nbr Employees	192	TotalNbrEmployees
Total Nbr Volunteers	260	TotalNbrVolunteers
Total Gross UBI	40331	TotalGrossUBI
Net Unrelated Business Txbl Income	-108511	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2517405	ContributionsGrantsPriorYear
Contributions Grants Current Year	2725688	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1746360	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1676161	ProgramServiceRevenueCY
Investment Income Prior Year	67997	InvestmentIncomePriorYear
Investment Income Current Year	310745	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	4331762	TotalRevenuePriorYear
Total Revenue Current Year	4712594	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2131801	SalariesEtcPriorYear
Salaries Etc Current Year	2163268	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	299276	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2373341	OtherExpensePriorYear
Other Expenses Current Year	2224980	OtherExpensesCurrentYear
Total Expenses Prior Year	4505142	TotalExpensesPriorYear
Total Expenses Current Year	4388248	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-173380	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	324346	RevenuesLessExpensesCY
Total Assets BOY	12314653	TotalAssetsBOY
Total Assets EOY	13560002	TotalAssetsEOY
Total Liabilities BOY	871220	TotalLiabilitiesBOY
Total Liabilities EOY	1049158	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	11443433	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	12510844	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLIC	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	2958492	Expense
Description	SYMPHONY ORCHESTRA PERFORMANCES FOR THE GENERAL PUBLIC FOR CULTURAL AND INTELLECTUAL BENEFIT OF THE COMMUNITY AT LARGE	Description
Total Program Service Expense	2958492	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	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	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	false	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	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	66	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	192	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
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	false	QuidProQuoContributions
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
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	32	NbrVotingGoverningBodyMembers
Number Independent Voting Members	32	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	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	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OK	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	OKLAHOMA PHILHARMONIC SOC	NamePerson
Telephone Number	4052327575	TelephoneNumber

Address US AddressUS

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	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (37 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
RODNEY SARGENT
DIRECTOR	0.40	X	0	0	0
JOHN RICHELS
DIRECTOR	0.40	X	0	0	0
DOUG STUSSI
DIRECTOR	0.40	X	0	0	0
HARRY MERSON
DIRECTOR	0.40	X	0	0	0
JEAN MCLAUGHLIN
DIRECTOR	0.40	X	0	0	0
IRVING FAUGHT
DIRECTOR	0.40	X	0	0	0
JESSICA MARTINEZ-BROOKS
DIRECTOR	0.40	X	0	0	0
JOSEPHINE W FREEDE
DIRECTOR	0.40	X	0	0	0
MARY NICHOLS
DIRECTOR	0.40	X	0	0	0
MICHAEL E JOSEPH
DIRECTOR	0.40	X	0	0	0
PATRICK B ALEXANDER
DIRECTOR	0.40	X	0	0	0
JANE HARLOW
DIRECTOR	0.40	X	0	0	0
SAM SIMS
DIRECTOR	0.40	X	0	0	0
JOHN SHELTON
DIRECTOR	0.40	X	0	0	0
WILLIAM A BOETTGER
DIRECTOR	0.40	X	0	0	0
ZONIA ARMSTRONG
DIRECTOR	0.40	X	0	0	0
SONJA HUGHES
DIRECTOR	0.40	X	0	0	0
MARCIA MATTHEWS HUTTON
DIRECTOR	0.40	X	0	0	0
BERTA FAYE REX
DIRECTOR	0.40	X	0	0	0
BECKY ROSS ROTEN
DIRECTOR	0.40	X	0	0	0
PATRICIA HORN
DIRECTOR	0.40	X	0	0	0
CINDY RABY
DIRECTOR	0.40	X	0	0	0
LOUISE D CLEARY
DIRECTOR	0.40	X	0	0	0
TERESA L COOPER
DIRECTOR	0.40	X	0	0	0
DEBBIE FLEMING
DIRECTOR	0.40	X	0	0	0
RYAN FREE
DIRECTOR	0.40	X	0	0	0
KIRK HAMMONS
DIRECTOR	0.40	X	0	0	0
LINDSAY HOUTS
DIRECTOR	0.40	X	0	0	0
BRADLEY W KRIEGER
DIRECTOR	0.40	X	0	0	0
DEBBIE MINTER
DIRECTOR	0.40	X	0	0	0
JOHN HIGGINBOTHAM
PRESIDENT EL	0.40		0	0	0	X
MICHAEL W DICKINSON
TREASURER	0.40		0	0	0	X
PENNY M MCCALEB
PRESIDENT	0.40		0	0	0	X
KIP WELCH
VICE PRESIDE	0.40		0	0	0	X
RENATE W WIGGIN
SECRETARY	0.40		0	0	0	X
JOEL LEVINE
MUSIC DIRECT	40.00		160424	0	0		X
RONALD WALKER
EXECUTIVE DI	40.00		169352	0	0			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	329776	TotalReportableCompFromOrg
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Government Grants	103740	GovernmentGrants
All Other Contributions	2621948	AllOtherContributions
Total Contributions	2725688	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
PERFORMANCE REVENUE	900099	1616611	1616611
PROGRAM ADVERTISING	711300	40331		40331
EDUCATION PROGRAM REVENUE	900099	19219	19219

Field	Value	IRS element (for citing)
Total Program Service Revenue	1676161	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	109615	TotalRevenueColumn
Exclusion	$109,615	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	201130	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	201130	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	201130	TotalRevenueColumn
Related Or Exempt Function Income	201130	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4712594	TotalRevenueColumn
Related Or Exempt Function Income	1836960	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	40331	UnrelatedBusinessRevenue
Exclusion	$109,615	ExclusionAmount

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	X	InfoInScheduleOPartIX

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	2163268	Total
Program Services	1409942	ProgramServices
Management And General	498286	ManagementAndGeneral
Fundraising	255040	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	31306	Total
Management And General	31306	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	148842	Total
Management And General	148842	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	181508	Total
Program Services	146828	ProgramServices
Management And General	34680	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	42558	Total
Program Services	42204	ProgramServices
Management And General	309	ManagementAndGeneral
Fundraising	45	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	36432	Total
Program Services	33408	ProgramServices
Management And General	3024	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
GUEST ARTISTS	427772	427772
EQUIPMENT RENTAL	258050	246030	12020
TECHNICAL & BACKSTAGE	205406	205406
OTHER EXPENSES	112184	105928	6256

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	780922	Total
Program Services	340974	ProgramServices
Management And General	395757	ManagementAndGeneral
Fundraising	44191	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	4388248	Total
Program Services	2958492	ProgramServices
Management And General	1130480	ManagementAndGeneral
Fundraising	299276	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	358061	BOY
EOY	399913	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1387996	BOY
EOY	2082620	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	968028	BOY
EOY	829852	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	39801	BOY
EOY	56436	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	258668	BOY
EOY	233779	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1074257	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	893215	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	234176	BOY
EOY	181042	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	2675711	BOY
EOY	9736360	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	6312212	BOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	80000	BOY
EOY	40000	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	12314653	BOY
EOY	13560002	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	42729	BOY
EOY	67787	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	828491	BOY
EOY	981371	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	871220	BOY
EOY	1049158	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	796408	BOY
EOY	1066424	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2258138	BOY
EOY	2985533	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	8388887	BOY
EOY	8458887	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	11443433	BOY
EOY	12510844	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	12314653	BOY
EOY	13560002	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	324346	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	743065	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 Consolidated	X	FinancialStatementConsolidated

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	1856583	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2018266	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2477899	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2581261	CurrentTaxYearMinus1Year
Current Tax Year	2725688	CurrentTaxYear
Total	11659697	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1996535	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1749813	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1739529	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1698624	CurrentTaxYearMinus1Year
Current Tax Year	1635830	CurrentTaxYear
Total	8820331	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3853118	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3768079	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4217428	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4279885	CurrentTaxYearMinus1Year
Current Tax Year	4361518	CurrentTaxYear
Total	20480028	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year	265670	CurrentTaxYear
Total	265670	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1957755	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1711785	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1697257	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1655674	CurrentTaxYearMinus1Year
Total	7022471	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1957755	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1711785	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1697257	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1655674	CurrentTaxYearMinus1Year
Current Tax Year	265670	CurrentTaxYear
Total	7288141	Total

Field	Value	IRS element (for citing)
Public Support Total509	13191887	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	24887	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	34712	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9744	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	15111	CurrentTaxYearMinus1Year
Current Tax Year	109615	CurrentTaxYear
Total	194069	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	24887	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	34712	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9744	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	15111	CurrentTaxYearMinus1Year
Current Tax Year	109615	CurrentTaxYear
Total	194069	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3878005	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3802791	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4227172	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4294996	CurrentTaxYearMinus1Year
Current Tax Year	4471133	CurrentTaxYear
Total	20674097	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.63810	PublicSupportPercentage509
Prior Year Support Percentage	0.55650	PriorYearSupportPercentage
Investment Income Percentage	0.01000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.01000	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

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1074257	OtherCostOrOtherBasis
Depreciation	893215	Depreciation
Book Value	181042	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	181042	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
ADVANCE TICKET SALES AND FEES	$968,371
DEFERRED SPONSORSHIPS	$13,000

Field	Value	IRS element (for citing)
Total Of Amounts	981371	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	5695399	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	743065	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	239740	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	982805	RevenueNotRptdF990
Revenue Subtotal	4712594	RevenueSubtotal
Total Revenue Per Form990	4712594	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	4627988	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	239740	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	239740	ExpensesNotRptdF990
Expenses Subtotal	4388248	ExpensesSubtotal
Total Expenses Per Form990	4388248	TotalExpensesPerForm990

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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 (2 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg
JOEL LEVINE
MUSIC DIRECTOR	160424	160424
RONALD WALKER
EXECUTIVE DIRECTOR	169352	169352

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
CLASSES OF MEMBERS OR STOCKHOLDERS	FORM 990, PAGE 6, PART VI, LINE 6	MEMBERS ARE ANYONE WHO CONTRIBUTES 100 OR MORE.
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING.
POLICIES AND PROCEDURES GOVERNING CHAPTERS	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.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	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.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY.
COMPENSATION PROCESS FOR TOP OFFICIAL	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.
COMPENSATION PROCESS FOR OFFICERS	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.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
OTHER EXPENSES	FORM 990, PART IX, LINE 24E	SALES TAX EXPENSE 109,830 0 0 BOX OFFICE 94,274 0 0 SEASON CAMPAIGN 0 89,712 0 PROGRAM PRINTING 0 72,526 0 INSURANCE 0 53,430 0 TELEMARKETING 0 47,090 0 BANK CHARGES 0 41,215 0 POSTAGE 4,419 1,415 32,278 USHERS & SECURITY 36,816 0 0 MUSIC EXPENSE 33,764 0 0 LICENSES 26,001 0 0 DONOR BENEFITS 0 25,294 0 LIBRARY EXPENSE 18,101 0 0 MEETINGS 2,519 9,410 4,256 TELEPHONE 3,437 11,255 0 SUPPLIES 2,204 10,875 1,086 EQUIPMENT MAINTENANCE 2,401 6,245 3,492 DUES & SUBSCRIPTIONS 1,161 9,311 390 NEWSLETTERS 0 7,909 0 GIFT PLANNING 6,047 0 0 RECEPTIONS 0 4,944 0 PRINTING & PUBLICATIONS 0 1,444 1,739 CONSULTING FEES 0 2,432 0 BAD DEBT 0 1,250 0 MEMBERSHIP DRIVES 0 0 950

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	OKLAHOMA CITY PHILHARMONIC	BusinessNameLine1

Address US AddressUS

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	PrimaryActivities
Legal Domicile State	OK	LegalDomicileState
Exempt Code Section	501C	ExemptCodeSection
Public Charity Status	11A	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Controlled Org	true	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

OKLAHOMA PHILHARMONIC SOCIETY INC: Form 990, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

The Books Are In Care Of TheBooksAreInCareOf

Address US AddressUS

Form990 Part VII Section A Form990PartVIISectionA (37 entries)

Program Service Revenue ProgramServiceRevenue (3 entries)

Investment Income InvestmentIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Gain Or Loss GainOrLoss

Net Gain Or Loss Investments NetGainOrLossInvestments

Total Revenue TotalRevenue

Other Salaries And Wages OtherSalariesAndWages

Fees For Services Accounting FeesForServicesAccounting

Advertising Advertising

Occupancy Occupancy

Travel Travel

Depreciation Depletion DepreciationDepletion

Other Expenses OtherExpenses (4 entries)

All Other Expenses AllOtherExpenses

Total Functional Expenses TotalFunctionalExpenses

Cash Non Interest Bearing CashNonInterestBearing

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Pledges And Grants Receivable PledgesAndGrantsReceivable

Accounts Receivable AccountsReceivable

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Investments Program Related InvestmentsProgramRelated

Other Assets Total OtherAssetsTotal

Total Assets TotalAssets

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Other Liabilities OtherLiabilities

Total Liabilities TotalLiabilities

Unrestricted Net Assets UnrestrictedNetAssets

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FS Audited Basis FSAuditedBasis

Schedule A IRS990ScheduleA

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Total509 Total509

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Amts From Subst Contributors AmtsFromSubstContributors

Support From DQ Ps Etc SupportFromDQPsEtc

Gross Investment Income509 GrossInvestmentIncome509

Investment Income And UBTI InvestmentIncomeAndUBTI

Total Support Total TotalSupportTotal

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Name Business ContributorNameBusiness

Contributor Address US ContributorAddressUS

Schedule D IRS990ScheduleD

Equipment Equipment

Other Liabilities OtherLiabilities (2 entries)

Schedule J IRS990ScheduleJ

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Address US AddressUS

Direct Controlling Entity Name DirectControllingEntityName

Comments