OKLAHOMA PHILHARMONIC SOCIETY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA PHILHARMONIC SOCIETY INC (EIN 73-1328565)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201101339349303665
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-05-13T15:16:18-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 DRIVE SUITE 200 | 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 | 2009-07-01 | 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 | 2011-02-20 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK R DYER | Name |
| Phone | 4052397961 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 3802791 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 107 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 47700 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -82118 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1856583 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2018266 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1996535 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1749813 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 24887 | InvestmentIncomePriorYear |
| Investment Income Current Year | 34712 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3878005 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3802791 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1977262 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1999807 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 175548 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2401417 | OtherExpensePriorYear |
| Other Expenses Current Year | 2044070 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4378679 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4043877 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -500674 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -241086 | RevenuesLessExpensesCY |
| Total Assets BOY | 9705834 | TotalAssetsBOY |
| Total Assets EOY | 9645237 | TotalAssetsEOY |
| Total Liabilities BOY | 808269 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 951081 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8897565 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8694156 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLIC | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2624010 | Expense |
| Description | SYMPHONY ORCHESTRA PERFORMANCES FOR THE GENERAL PUBLIC FOR CULTURAL AND INTELLECTUAL BENEFIT OF THE COMMUNITY AT LARGE | Description |
| Total Program Service Expense | 2624010 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | false | 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 | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 107 | 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 |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | 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 | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | 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 (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ALBERT J LINDSEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BERTA FAYE FEX | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CATHY WALLACE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRIS REEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUG STUSSI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR JAMES DIXSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GLENNA TANENBAUM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HARRY MERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEAN MCLAUGHLIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| IRVING FAUGHT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JESSICA MARTINEZ-BROOKS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN HIGGINBOTHAM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH M FLECKINGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KIP WELCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOSEPHINE W FREEDE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LOIS SALMERON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARCIA MATTHEWS HUTTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY NICHOLS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL E JOSEPH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHELLE KELLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MIKE DICKINSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MOLLY CRAWLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICK B ALEXANDER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PENNY M MCCALEB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RENATE WIGGIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT CLEMENTS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RONALD E BRADSHAW | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROSS HANSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SAM SIMS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHARON SHELTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STACY STINGLETS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM A BOETTGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM B CLEARY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARVIN C LUNDE JR | ||||||
| VICE PRESIDE | 1.00 | 0 | 0 | 0 | X | |
| DEBORAH FLEMING | ||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | |
| DR CAROLE HALL HARDEMAN | ||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | |
| STEVEN C AGEE | ||||||
| PRESIDENT | 1.00 | 0 | 0 | 0 | X | |
| JOHN RICHELS | ||||||
| PRES ELECT | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Government Grants | 120413 | GovernmentGrants |
| All Other Contributions | 1897853 | AllOtherContributions |
| Total Contributions | 2018266 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PERFORMANCE REVENUE | 900099 | 1695583 | 1695583 | |
| PROGRAM ADVERTISING | 711300 | 47700 | 47700 | |
| EDUCATION PROGRAM REVENUE | 900099 | 6530 | 6530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1749813 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34712 | TotalRevenueColumn |
| Exclusion | $34,712 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3802791 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1702113 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 47700 | UnrelatedBusinessRevenue |
| Exclusion | $34,712 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1999807 | Total |
| Program Services | 1292493 | ProgramServices |
| Management And General | 531323 | ManagementAndGeneral |
| Fundraising | 175991 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28960 | Total |
| Management And General | 28960 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160583 | Total |
| Program Services | 112554 | ProgramServices |
| Management And General | 48029 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34096 | Total |
| Program Services | 34008 | ProgramServices |
| Management And General | 88 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62387 | Total |
| Program Services | 54807 | ProgramServices |
| Management And General | 7580 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| GUEST ARTISTS | 369633 | 369633 | |
| TECHNICAL & BACKSTAGE | 181216 | 181216 | |
| EQUIPMENT RENTAL | 159035 | 159035 | |
| ADVERTISING | 128918 | 128918 | |
| SALES TAX EXPENSE | 106659 | 106659 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 812583 | Total |
| Program Services | 313605 | ProgramServices |
| Management And General | 499421 | ManagementAndGeneral |
| Fundraising | -443 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4043877 | Total |
| Program Services | 2624010 | ProgramServices |
| Management And General | 1244319 | ManagementAndGeneral |
| Fundraising | 175548 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 377463 | BOY |
| EOY | 340193 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1034479 | BOY |
| EOY | 1368218 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1849803 | BOY |
| EOY | 1017416 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116187 | BOY |
| EOY | 41447 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204564 | BOY |
| EOY | 259130 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 950920 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 771262 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139280 | BOY |
| EOY | 179658 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5760531 | BOY |
| EOY | 6241327 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223527 | BOY |
| EOY | 197848 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9705834 | BOY |
| EOY | 9645237 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31142 | BOY |
| EOY | 47119 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 777127 | BOY |
| EOY | 903962 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 808269 | BOY |
| EOY | 951081 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 629088 | BOY |
| EOY | 497814 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2459084 | BOY |
| EOY | 1678485 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5809393 | BOY |
| EOY | 6517857 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8897565 | BOY |
| EOY | 8694156 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9705834 | BOY |
| EOY | 9645237 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 5817357 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3841840 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2185149 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1856583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2018266 | CurrentTaxYear |
| Total | 15719195 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1752878 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1863755 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1906562 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1996535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1749813 | CurrentTaxYear |
| Total | 9269543 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7570235 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5705595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4091711 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3853118 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3768079 | CurrentTaxYear |
| Total | 24988738 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1676833 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1806205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1865144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1957755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1711785 | CurrentTaxYear |
| Total | 9017722 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1676833 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1806205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1865144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1957755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1711785 | CurrentTaxYear |
| Total | 9017722 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 15971016 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34215 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49429 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24887 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34712 | CurrentTaxYear |
| Total | 193318 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34215 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49429 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24887 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34712 | CurrentTaxYear |
| Total | 193318 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7604450 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5755024 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4141786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3878005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3802791 | CurrentTaxYear |
| Total | 25182056 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.63420 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.60930 | 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 | 950920 | OtherCostOrOtherBasis |
| Depreciation | 771262 | Depreciation |
| Book Value | 179658 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 179658 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCE TICKET SALES AND FEES | $885,712 |
| DEFERRED SPONSORSHIPS | $18,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 903962 | TotalOfAmounts |
| Total Revenue | 3802791 | TotalRevenue |
| Total Expenses | 4043877 | TotalExpenses |
| Excess Or Deficit For Year | -241086 | ExcessOrDeficitForYear |
| Other | $540,856 | OtherAmount |
| Total Adjustments | 540856 | TotalAdjustments |
| Excess Or Deficit Per FS | 299770 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4449879 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 106306 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 540856 | OtherRevenues |
| Revenue Not Rptd F990 | 647162 | RevenueNotRptdF990 |
| Revenue Subtotal | 3802717 | RevenueSubtotal |
| Other Revenues Not Included | 74 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 74 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3802791 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4150109 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 106306 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 106306 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4043803 | ExpensesSubtotal |
| Other Expenses Not Included | 74 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 74 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4043877 | 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 540,856 OTHERS (SFAS 136). 0 ENDOWMENT DRIVE EXPENSES -74 ENDOWMENT DRIVE EXPENSES 74 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY 540,856 OTHERS (SFAS 136). 0 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | ENDOWMENT DRIVE EXPENSES 74 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | ENDOWMENT DRIVE EXPENSES 74 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 11 | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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