OKLAHOMA PHILHARMONIC SOCIETY INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: OKLAHOMA PHILHARMONIC SOCIETY INC (EIN 73-1328565)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-05
IRS object ID: 201330369349300748
Schema version: 2011v1.2
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	2013-02-05T15:20:38-06:00	Timestamp
Tax Period End Date	2012-06-30	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	2011-07-01	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	2013-01-26	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ELLAN WRIGHT	Name
Phone	4052397961	Phone
Date Prepared	2013-01-28	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	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	4331762	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	198	TotalNbrEmployees
Total Nbr Volunteers	260	TotalNbrVolunteers
Total Gross UBI	47736	TotalGrossUBI
Net Unrelated Business Txbl Income	-90225	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2477899	ContributionsGrantsPriorYear
Contributions Grants Current Year	2517405	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1739529	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1746360	ProgramServiceRevenueCY
Investment Income Prior Year	9744	InvestmentIncomePriorYear
Investment Income Current Year	67997	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	4227172	TotalRevenuePriorYear
Total Revenue Current Year	4331762	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2093954	SalariesEtcPriorYear
Salaries Etc Current Year	2131801	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	146304	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2229655	OtherExpensePriorYear
Other Expenses Current Year	2373341	OtherExpensesCurrentYear
Total Expenses Prior Year	4323609	TotalExpensesPriorYear
Total Expenses Current Year	4505142	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-96437	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-173380	RevenuesLessExpensesCY
Total Assets BOY	10758724	TotalAssetsBOY
Total Assets EOY	12314653	TotalAssetsEOY
Total Liabilities BOY	944730	TotalLiabilitiesBOY
Total Liabilities EOY	871220	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	9813994	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	11443433	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLIC.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	3039997	Expense
Description	SYMPHONY ORCHESTRA PERFORMANCES FOR THE GENERAL PUBLIC.	Description
Total Program Service Expense	3039997	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	true	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	59	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	198	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

Form990 Part VII Section A Form990PartVIISectionA (34 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
CINDY RABY
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
GLENNA TANENBAUM
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
JOHN HIGGINBOTHAM
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
ROBERT CLEMENTS
DIRECTOR	0.40	X	0	0	0
JANE HARLOW
DIRECTOR	0.40	X	0	0	0
ROSS HANSEN
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
RHONDA WHITE
DIRECTOR	0.40	X	0	0	0
PATRICIA HORN
DIRECTOR	0.40	X	0	0	0
RODNEY SARGENT
DIRECTOR	0.40	X	0	0	0
MATT THOMAS
DIRECTOR	0.40	X	0	0	0
RONALD WALKER
EXECUTIVE DI	40.00		177075	0	0	X
MICHAEL W DICKINSON
TREASURER	0.40		0	0	0	X
PATRICK B ALEXANDER
PRESIDENT	0.40		0	0	0	X
PENNY M MCCALEB
PRES ELECT	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		167475	0	0		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	344550	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	106766	GovernmentGrants
All Other Contributions	2410639	AllOtherContributions
Total Contributions	2517405	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
PERFORMANCE REVENUE	900099	1679975	1679975
PROGRAM ADVERTISING	711300	47736		47736
EDUCATION PROGRAM REVENUE	900099	18649	18649

Field	Value	IRS element (for citing)
Total Program Service Revenue	1746360	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	54544	TotalRevenueColumn
Exclusion	$54,544	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	13453	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	13453	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	13453	TotalRevenueColumn
Related Or Exempt Function Income	13453	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4331762	TotalRevenueColumn
Related Or Exempt Function Income	1712077	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	47736	UnrelatedBusinessRevenue
Exclusion	$54,544	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	2131801	Total
Program Services	1346124	ProgramServices
Management And General	652112	ManagementAndGeneral
Fundraising	133565	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	38150	Total
Management And General	38150	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	8006	Total
Management And General	8006	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1622	Total
Fundraising	1622	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	202378	Total
Program Services	157061	ProgramServices
Management And General	45317	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	33402	Total
Program Services	33402	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	42290	Total
Program Services	37769	ProgramServices
Management And General	4521	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
GUEST ARTISTS	572168	572168
EQUIPMENT RENTAL	251546	251546
TECHNICAL & BACKSTAGE	189559	189559
ADVERTISING	137054		137054

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	897166	Total
Program Services	452368	ProgramServices
Management And General	433681	ManagementAndGeneral
Fundraising	11117	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	4505142	Total
Program Services	3039997	ProgramServices
Management And General	1318841	ManagementAndGeneral
Fundraising	146304	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	403106	BOY
EOY	358061	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1360263	BOY
EOY	1387996	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	968053	BOY
EOY	968028	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	57293	BOY
EOY	39801	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	271225	BOY
EOY	258668	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1090959	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	856783	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	136479	BOY
EOY	234176	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	7429565	BOY
EOY	2675711	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	6312212	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	132740	BOY
EOY	80000	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	10758724	BOY
EOY	12314653	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	45023	BOY
EOY	42729	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	899707	BOY
EOY	828491	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	944730	BOY
EOY	871220	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	838277	BOY
EOY	796408	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2235225	BOY
EOY	2258138	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	6740492	BOY
EOY	8388887	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	9813994	BOY
EOY	11443433	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	10758724	BOY
EOY	12314653	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-173380	ReconcilationRevenueExpenses
Reconcilation Other Changes	1802819	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
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	2185149	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1856583	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2018266	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2477899	CurrentTaxYearMinus1Year
Current Tax Year	2581261	CurrentTaxYear
Total	11119158	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1906562	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1996535	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1749813	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1739529	CurrentTaxYearMinus1Year
Current Tax Year	1698624	CurrentTaxYear
Total	9091063	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4091711	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3853118	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3768079	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4217428	CurrentTaxYearMinus1Year
Current Tax Year	4279885	CurrentTaxYear
Total	20210221	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1865144	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1957755	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1711785	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1697257	CurrentTaxYearMinus1Year
Current Tax Year	1655674	CurrentTaxYear
Total	8887615	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1865144	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1957755	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1711785	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1697257	CurrentTaxYearMinus1Year
Current Tax Year	1655674	CurrentTaxYear
Total	8887615	Total

Field	Value	IRS element (for citing)
Public Support Total509	11322606	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	50075	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	24887	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	34712	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	9744	CurrentTaxYearMinus1Year
Current Tax Year	15111	CurrentTaxYear
Total	134529	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	50075	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	24887	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	34712	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	9744	CurrentTaxYearMinus1Year
Current Tax Year	15111	CurrentTaxYear
Total	134529	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4141786	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3878005	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3802791	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4227172	CurrentTaxYearMinus1Year
Current Tax Year	4294996	CurrentTaxYear
Total	20344750	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.55650	PublicSupportPercentage509
Prior Year Support Percentage	0.57780	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

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1090959	OtherCostOrOtherBasis
Depreciation	856783	Depreciation
Book Value	234176	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	234176	TotalOfBookValueLandBuildings

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
Description	ENDOWMENT DRIVE	Description
Book Value	6312212	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Program Related	6312212	TotalOfBookValueProgramRelated
Total Book Value Other Assets	70835	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
ADVANCE TICKET SALES AND FEES	$821,491
DEFERRED SPONSORSHIPS	$7,000

Field	Value	IRS element (for citing)
Total Of Amounts	828491	TotalOfAmounts
Total Revenue	4331762	TotalRevenue
Total Expenses	4505142	TotalExpenses
Excess Or Deficit For Year	-173380	ExcessOrDeficitForYear
Other	$122,532	OtherAmount
Total Adjustments	122532	TotalAdjustments
Excess Or Deficit Per FS	-50848	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	4685378	TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities	231098	DonatedSrvcAndUseOfFacilities
Other Revenues	122532	OtherRevenues
Revenue Not Rptd F990	353630	RevenueNotRptdF990
Revenue Subtotal	4331748	RevenueSubtotal
Other Revenues Not Included	14	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	14	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	4331762	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	4736226	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	231098	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	231098	ExpensesNotRptdF990
Expenses Subtotal	4505128	ExpensesSubtotal
Other Expenses Not Included	14	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	14	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	4505142	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY 122,532 OTHERS (SFAS 136). 0 ENDOWMENT DRIVE EXPENSES -14 ENDOWMENT DRIVE EXPENSES 14
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY 122,532 OTHERS (SFAS 136). 0
REVENUE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 4B	ENDOWMENT DRIVE EXPENSES 14
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 4B	ENDOWMENT DRIVE EXPENSES 14

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)

Base Compensation Filing OrgBaseCompensationFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg
RONALD WALKER
177075	177075
JOEL LEVINE
167475	167475

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
AUTHORITY DELEGATED TO COMMITTEE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 1A	THE EXECUTIVE COMMITTEE SHALL GENERALLY PERFORM SUCH DUTIES AND EXERCISE SUCH POWERS AS MAY BE DIRECTED OR DELEGATED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS MAY DELEGATE TO THE EXECUTIVE COMMITTEE AUTHORTIY TO EXERCISE ALL OF THE POWERS OF THE BOARD.
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. DIRECTORS 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. DIRECTORS 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 BOARD PRESIDENT CONDUCTS A PERFORMANCE EVALUATION AND THE COMPENSATION PROCESS IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	THE BOARD PRESIDENT CONDUCTS A PERFORMANCE EVALUATION AND THE COMPENSATION PROCESS IS REVIEWED AND APPROVED BY THE 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 118,532 OTHER EXPENSES 110,292 SEASON CAMPAIGN 107,447 BOX OFFICE 106,614 PROGRAM PRINTING 64,585 POSTAGE 52,575 INSURANCE 51,019 TELEMARKETING 41,257 BANK CHARGES 39,925 USHERS & SECURITY 33,716 LICENSES 29,341 DONOR BENEFITS 24,933 MUSIC EXPENSE 22,984 LIBRARY EXPENSE 17,653 MEETINGS 16,117 TELEPHONE 15,763 DUES & SUBSCRIPTIONS 8,861 NEWSLETTERS 8,110 EQUIPMENT MAINTENANCE 7,066 SUPPLIES 4,600 RECEPTIONS 4,000 CONSULTING FEES 3,879 GIFT PLANNING 3,000 PRINTING & PUBLICATIONS 2,200 MEMBERSHIP DRIVES 1,240 MERCHANDISE 907 BAD DEBT 550
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 5	THERE WAS A RESTATEMENT OF THE NET ASSETS OF THE OKLAHOMA CITY PHILHARMONIC FOUNDATION, WHEN THE OKLAHOMA PHILHARMONIC SOCIETY, INC. BECAME THE SOLE MEMBER.

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
Business Name Line2	FOUNDATION INC	BusinessNameLine2

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	501(C)	ExemptCodeSection
Public Charity Status	11A	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	OKLAHOMA	BusinessNameLine1
Business Name Line2	CITY PHILHARMONIC SOCIETY INC	BusinessNameLine2

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
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 2011

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 (34 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

Fees For Services Other FeesForServicesOther

Office Expenses OfficeExpenses

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

Schedule A IRS990ScheduleA

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Total509 Total509

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

Investments Program Related InvestmentsProgramRelated

Other Liabilities OtherLiabilities (2 entries)

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

Schedule J IRS990ScheduleJ

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Address US AddressUS

Direct Controlling Entity Name DirectControllingEntityName

Comments