PHILADELPHIA ORCHESTRA ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PHILADELPHIA ORCHESTRA ASSOCIATION (EIN 23-1352289)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-10
- IRS object ID
- 202511919349300036
- Schema version
- 2023v6.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-10T12:55:24-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILADELPHIA ORCHESTRA ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 2158931900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH BROAD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIO MESTICHELLI | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 2158931900 | PhoneNum |
| Signature | 2025-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSLEE ARMSTRONG | PreparerPersonNm |
| PTIN | P00288383 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | RYAN FLEUR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH BROAD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $175,807,194 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ENSEMBLEARTSPHILLY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1903 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO SHARE THE TRANSFORMATIVE POWER OF MUSIC WITH THE WIDEST AUDIENCE | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 537 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $32,849 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $30,686 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,511,726 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,556,198 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,711,591 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,695,186 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,253,459 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,536,761 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,744,063 | PYOtherRevenueAmt |
| CY Other Revenue | $3,590,215 | CYOtherRevenueAmt |
| PY Total Revenue | $55,220,839 | PYTotalRevenueAmt |
| CY Total Revenue | $84,378,360 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $500,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,592,166 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,670,124 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $130,158 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $105,002 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,735,519 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,735,899 | PYOtherExpensesAmt |
| CY Other Expenses | $26,978,665 | CYOtherExpensesAmt |
| PY Total Expenses | $57,958,223 | PYTotalExpensesAmt |
| CY Total Expenses | $64,803,791 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,737,384 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,574,569 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $214,658,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $234,452,476 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,607,014 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,624,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $190,051,709 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $209,827,716 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SHARE THE TRANSFORMATIVE POWER OF MUSIC WITH THE WIDEST AUDIENCE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $44,840,093 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $20,808,158 | RevenueAmt |
| Desc | ORCHESTRAL MUSIC PROGRAMS: THE PHILADELPHIA ORCHESTRA TOOK PART IN APPROXIMATELY 179 PERFORMANCE EVENTS THROUGHOUT THE YEAR: MAIN CLASSICAL SERIES (69), SPECIAL CONCERTS (28), FAMILY, SCHOOL AND COMMUNITY EVENTS (43) AND TOURS AND REGIONAL CONCERTS (39). THE PHILADELPHIA ORCHESTRA ALSO PROVIDED FREE VIRTUAL CONCERTS THROUGH ITS WEBSITE AND COMMUNITY ENGAGEMENT OFFERINGS. | Desc |
| Total Program Service Expenses | $44,840,093 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 303 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 537 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIO MESTICHELLI | PersonNm |
| Phone | 2158931900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH BROAD ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MATIAS TARNOPOLSKY | ||||||||
| BOARD MEMBER/PRES AND CEO | 20.00 | 30.00 | Yes (X) | Yes (X) | $918,657 | $0 | $154,061 | |
| ANNE C EWERS | ||||||||
| BOARD MEMBER (THRU 12/23) | 2.00 | 4.00 | Yes (X) | $0 | $672,321 | $8,099 | ||
| RALPH W MULLER | ||||||||
| CHAIR | 5.00 | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT CORRATO | ||||||||
| BOARD MEMBER | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK S DICHTER | ||||||||
| BOARD MEMBER | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FRY | ||||||||
| BOARD MEMBER (AS OF 01/24) | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA HALLER MD | ||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| OSAGIE O IMASOGIE | ||||||||
| BOARD MEMBER | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIKA H JAMES PHD | ||||||||
| BOARD MEMBER (AS OF 02/24) | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| BROOK LENFEST | ||||||||
| BOARD MEMBER | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMI WINTZ MCKEON | ||||||||
| BOARD MEMBER | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH MURPHY | ||||||||
| BOARD MEMBER (THRU 06/24) | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| SULAIMAN RAHMAN | ||||||||
| DIRECTOR (THRU 12/23) | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE B ROGERS | ||||||||
| BOARD MEMBER | 2.00 | 14.00 | Yes (X) | $0 | $0 | $0 | ||
| ADRIENNE SIMPSON | ||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD B WORLEY | ||||||||
| BOARD MEMBER | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ZISMAN | ||||||||
| BOARD MEMBER | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN FLEUR | ||||||||
| EXECUTIVE DIRECTOR/COO | 40.00 | 10.00 | Yes (X) | $440,479 | $0 | $61,061 | ||
| MARIO MESTICHELLI | ||||||||
| BD MBR(NON-VOTING)/CFO/TREAS | 20.00 | 30.00 | Yes (X) | $368,363 | $0 | $59,311 | ||
| MITCHELL BASSION | ||||||||
| SECRETARY | 40.00 | 5.00 | Yes (X) | $270,303 | $0 | $35,500 | ||
| DAVID KIM | ||||||||
| CONCERT MSTR | 38.00 | 2.00 | $459,687 | $0 | $51,043 | Yes (X) | ||
| RICARDO MORALES | ||||||||
| MUSICIAN | 40.00 | 0.00 | $394,898 | $0 | $45,077 | Yes (X) | ||
| JENNIFER MONTONE RESSLER | ||||||||
| MUSICIAN | 40.00 | 0.00 | $333,349 | $0 | $45,666 | Yes (X) | ||
| JEFFREY KHANER | ||||||||
| MUSICIAN | 40.00 | 0.00 | $329,621 | $0 | $46,114 | Yes (X) | ||
| PHILIPPE TONDRE | ||||||||
| MUSICIAN | 40.00 | 0.00 | $322,623 | $0 | $24,811 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,837,980 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $672,321 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $530,743 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 117 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRAV TOURS INC | |||||
| 71-703 HIGHWAY 111 SUITE 2E | RANCHO MIRAGE | CA | 92270 | TOUR MANAGEMENT | $816,795 |
| OPUS 3 ARTISTS LLC | |||||
| 348 W 57TH ST SUITE 282 | NEW YORK | NY | 10019 | ARTIST MANAGEMENT | $785,651 |
| MORGAN LEWIS & BOCKIUS LLP | |||||
| 2222 MARKET STREET | PHILADELPHIA | PA | 19103 | LEGAL | $646,175 |
| FAEGRE DRINKER BIDDLE & REATH LLP | |||||
| ONE LOGAN SQUARE SUITE 2000 | PHILADELPHIA | PA | 19103 | LEGAL | $578,588 |
| ALLIED GLOBAL MARKETING | |||||
| 101 HUNTINGTON AVE SUITE 515 | BOSTON | MA | 02199 | MARKETING AND ADVERTISING | $494,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $452,110 | FundraisingAmt |
| Related Organizations | $2,291,008 | RelatedOrganizationsAmt |
| Government Grants | $466,016 | GovernmentGrantsAmt |
| All Other Contributions | $28,347,064 | AllOtherContributionsAmt |
| Noncash Contributions | $1,917,029 | NoncashContributionsAmt |
| Total Contributions | $31,556,198 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PHILADELPHIA CONCERTS | 711130 | $11,863,988 | $11,863,988 |
| TOUR CONCERTS | 711130 | $2,932,108 | $2,932,108 |
| SUMMER CONCERTS | 711130 | $2,846,291 | $2,846,291 |
| OUT OF TOWN CONCERTS | 711130 | $1,832,860 | $1,832,860 |
| EDUCATION CONCERTS | 711130 | $219,939 | $219,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,695,186 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,363,352 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $32,849 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,330,503 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,475 | TotalRevenueColumnAmt |
| Exclusion | $211,475 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $114,364,885 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,191,476 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,173,409 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,173,409 | TotalRevenueColumnAmt |
| Exclusion | $23,173,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $123,972 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $452,110 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $237,358 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$113,386 | TotalRevenueColumnAmt |
| Exclusion | -$113,386 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| SHARED SERVICES INCOME | 711130 | $2,411,108 | $2,411,108 | |
| EQUITY EARNINGS IN JV | 711130 | $489,189 | $489,189 | |
| MEDIA INCOME | 711130 | $96,643 | $96,643 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $495,186 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $495,186 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,492,126 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,378,360 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,776,204 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,849 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,013,109 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,286,846 | TotalAmt |
| Program Services | $1,811,557 | ProgramServicesAmt |
| Management And General | $2,159,657 | ManagementAndGeneralAmt |
| Fundraising | $315,632 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,334,853 | TotalAmt |
| Program Services | $20,516,589 | ProgramServicesAmt |
| Management And General | $5,214,028 | ManagementAndGeneralAmt |
| Fundraising | $604,236 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,037,424 | TotalAmt |
| Program Services | $1,491,933 | ProgramServicesAmt |
| Management And General | $468,529 | ManagementAndGeneralAmt |
| Fundraising | $76,962 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,985,702 | TotalAmt |
| Program Services | $1,836,900 | ProgramServicesAmt |
| Management And General | $1,039,038 | ManagementAndGeneralAmt |
| Fundraising | $109,764 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,025,299 | TotalAmt |
| Program Services | $1,422,249 | ProgramServicesAmt |
| Management And General | $518,051 | ManagementAndGeneralAmt |
| Fundraising | $84,999 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,721 | TotalAmt |
| Management And General | $834,702 | ManagementAndGeneralAmt |
| Fundraising | $8,019 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,616 | TotalAmt |
| Management And General | $175,616 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,653 | TotalAmt |
| Fundraising | $80,653 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,002 | TotalAmt |
| Fundraising | $105,002 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,723 | TotalAmt |
| Management And General | $35,723 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,074,289 | TotalAmt |
| Program Services | $522,272 | ProgramServicesAmt |
| Management And General | $854,426 | ManagementAndGeneralAmt |
| Fundraising | $697,591 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,335,316 | TotalAmt |
| Program Services | $1,334,786 | ProgramServicesAmt |
| Fundraising | $530 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,844 | TotalAmt |
| Program Services | $214,609 | ProgramServicesAmt |
| Management And General | $730,965 | ManagementAndGeneralAmt |
| Fundraising | $144,270 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,185,209 | TotalAmt |
| Management And General | $2,185,209 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,644 | TotalAmt |
| Program Services | $180,644 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,502,617 | TotalAmt |
| Program Services | $2,963,050 | ProgramServicesAmt |
| Management And General | $538,771 | ManagementAndGeneralAmt |
| Fundraising | $796 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,739,053 | TotalAmt |
| Program Services | $4,432,683 | ProgramServicesAmt |
| Management And General | $238,402 | ManagementAndGeneralAmt |
| Fundraising | $67,968 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,954 | TotalAmt |
| Program Services | $1,100 | ProgramServicesAmt |
| Management And General | $83,241 | ManagementAndGeneralAmt |
| Fundraising | $5,613 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,422 | TotalAmt |
| Management And General | $554,422 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,225 | TotalAmt |
| Program Services | $189,314 | ProgramServicesAmt |
| Management And General | $265,911 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ARTISTIC EXPENSES | $6,359,812 | $6,359,812 | |
| BAD DEBT EXPENSE | $751,801 | $751,801 | |
| MARKETING AND PROMOTION | $693,141 | $341,613 | $351,528 |
| EQUIPMENT/MUSIC RENTAL | $587,368 | $587,368 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,245,257 | TotalAmt |
| Program Services | $583,614 | ProgramServicesAmt |
| Management And General | $228,159 | ManagementAndGeneralAmt |
| Fundraising | $433,484 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,803,791 | TotalAmt |
| Program Services | $44,840,093 | ProgramServicesAmt |
| Management And General | $17,228,179 | ManagementAndGeneralAmt |
| Fundraising | $2,735,519 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,573 | BOYAmt |
| EOY | $123,534 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,196,446 | BOYAmt |
| EOY | $15,018,722 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,675,128 | BOYAmt |
| EOY | $19,540,662 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,010,159 | BOYAmt |
| EOY | $2,673,518 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,000 | BOYAmt |
| EOY | $60,000 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752,834 | BOYAmt |
| EOY | $1,837,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,158,658 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,521,069 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,075,014 | BOYAmt |
| EOY | $4,637,589 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,516,926 | BOYAmt |
| EOY | $175,970,591 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,712 | BOYAmt |
| EOY | $812,901 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,610,931 | BOYAmt |
| EOY | $13,577,391 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,658,723 | BOYAmt |
| EOY | $234,452,476 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,648,267 | BOYAmt |
| EOY | $4,564,222 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,738,798 | BOYAmt |
| EOY | $5,993,361 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,219,949 | BOYAmt |
| EOY | $14,067,177 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,607,014 | BOYAmt |
| EOY | $24,624,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,561,000 | BOYAmt |
| EOY | $8,134,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,490,709 | BOYAmt |
| EOY | $201,693,716 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,051,709 | BOYAmt |
| EOY | $209,827,716 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,658,723 | BOYAmt |
| EOY | $234,452,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,574,569 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $832,452 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$631,014 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,595,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,999,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,851,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,511,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,556,198 | CurrentTaxYearAmt |
| Total | $176,514,929 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,571,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,777,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,182,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,711,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,695,186 | CurrentTaxYearAmt |
| Total | $56,938,511 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,167,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,777,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,033,666 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,223,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,251,384 | CurrentTaxYearAmt |
| Total | $233,453,440 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,382,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,684,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,367,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,575,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,667,000 | CurrentTaxYearAmt |
| Total | $53,675,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,382,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,684,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,367,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,575,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,667,000 | CurrentTaxYearAmt |
| Total | $53,675,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $179,778,440 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,914,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,681,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,032,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,768,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,574,827 | CurrentTaxYearAmt |
| Total | $26,972,263 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,914,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,681,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,032,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,768,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,574,827 | CurrentTaxYearAmt |
| Total | $26,972,263 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,773,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,221,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,435,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,912,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,120,912 | CurrentTaxYearAmt |
| Total | $11,464,213 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,855,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,681,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,502,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,903,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,947,123 | CurrentTaxYearAmt |
| Total | $271,889,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.66120 | PublicSupportCY509Pct |
| Public Support PY509 | 0.72130 | PublicSupportPY509Pct |
| Investment Income CY | 0.09920 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08640 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SHARED SERVICES INCOME - 2019 AMOUNT: $ 1,617,746. 2020 AMOUNT: $ 894,729. 2021 AMOUNT: $ 1,749,174. 2022 AMOUNT: $ 1,872,185. 2023 AMOUNT: $ 1,915,922. SPECIAL EVENT REVENUE - 2019 AMOUNT: $ 206,365. 2020 AMOUNT: $ 212,710. 2021 AMOUNT: $ 197,550. 2022 AMOUNT: $ 274,088. 2023 AMOUNT: $ 123,972. EQUITY EARNINGS JV-TICKET PHL - 2019 AMOUNT: $ -269,918. 2020 AMOUNT: $ -297,667. 2021 AMOUNT: $ 224,595. 2022 AMOUNT: $ 204,416. 2023 AMOUNT: $ 489,189. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 219,632. 2020 AMOUNT: $ 411,900. 2021 AMOUNT: $ 264,381. 2022 AMOUNT: $ 561,415. 2023 AMOUNT: $ 591,829. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $80,653 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $80,653 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE PHILADELPHIA ORCHESTRA ASSOCIATION PAID CONSULTING FIRMS DUANE MORRIS AND MAVEN INC $48,153 AND $32,500 RESPECTIVELY DURING FISCAL YEAR ENDED AUGUST 31, 2024. THESE FIRMS WERE HIRED TO SOLICIT FUNDS FROM GOVERNMENTAL ENTITIES ON BEHALF OF THE PHILADELPHIA ORCHESTRA ASSOCIATION; HOWEVER, SINCE THESE FIRMS ENGAGE IN LOBBYING ACTIVITIES THAT INDIRECTLY BENEFIT THE ORCHESTRA, THE ORGANIZATION IS TAKING A PRUDENT COURSE AND DISCLOSING THESE FEES IN THE FORM 990. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,126,075 | BeginningYearBalanceAmt |
| Contributions | $5,493,700 | ContributionsAmt |
| Investment Earnings Or Losses | $26,311,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,646,270 | OtherExpendituresAmt |
| End Year Balance | $175,284,819 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,503,680 | BeginningYearBalanceAmt |
| Contributions | $4,870,795 | ContributionsAmt |
| Investment Earnings Or Losses | $14,670,938 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,919,338 | OtherExpendituresAmt |
| End Year Balance | $153,126,075 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,937,959 | BeginningYearBalanceAmt |
| Contributions | $12,261,481 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,959,929 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,735,831 | OtherExpendituresAmt |
| End Year Balance | $143,503,680 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,850,691 | BeginningYearBalanceAmt |
| Contributions | $6,893,980 | ContributionsAmt |
| Investment Earnings Or Losses | $34,049,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,856,648 | OtherExpendituresAmt |
| End Year Balance | $164,937,959 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,055,754 | BeginningYearBalanceAmt |
| Contributions | $3,398,659 | ContributionsAmt |
| Investment Earnings Or Losses | $17,372,045 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,975,767 | OtherExpendituresAmt |
| End Year Balance | $130,850,691 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,747,936 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,041,056 | DepreciationAmt |
| Book Value | $706,880 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $731,167 | OtherCostOrOtherBasisAmt |
| Depreciation | $429,910 | DepreciationAmt |
| Book Value | $301,257 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,368,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,050,103 | DepreciationAmt |
| Book Value | $3,318,452 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $311,000 | OtherCostOrOtherBasisAmt |
| Book Value | $311,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,637,589 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE LEASE ASSET | $5,570,222 |
| OTHER ASSETS | $8,007,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,577,391 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED BENEFIT OBLIGATION | $7,609,461 |
| LEASE LIABILITY | $5,771,945 |
| 457F DEFERRED COMP LIABILITY | $685,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,067,177 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $93,140,895 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,021,926 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $221,344 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $9,361,482 | OtherRevenueAmt |
| Revenue Not Reported | $8,560,900 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,579,995 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $35,723 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$237,358 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$201,635 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $84,378,360 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,092,512 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $221,344 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $5,103,100 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,324,444 | ExpensesNotReportedAmt |
| Expenses Subtotal | $64,768,068 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $35,723 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $35,723 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,803,791 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS THE PHILADELPHIA ORCHESTRA ASSOCIATION'S (ASSOCIATION) CONSOLIDATED AUDITED FINANCIAL STATEMENTS INCLUDE ENDOWMENT FUNDS THAT CONSIST OF ENDOWMENT ASSETS HELD BY THE ASSOCIATION AND ENDOWMENT ASSETS HELD IN TRUST AT PNC. THE FINANCIAL DATA REPORTED IN PART V OF SCHEDULE D EXCLUDES THAT OF THE TRUST SINCE THOSE ENDOWMENT FUNDS ARE SET UP AS A SEPARATE TRUST ORGANIZATION THAT REPORTS ITS OWN FORM 990. THE ENDOWMENT FUNDS, SET UP AS A TRUST, ARE HELD AND ADMINISTERED BY PNC BANK IN THE PHILADELPHIA ORCHESTRA ASSOCIATION ENDOWMENT (EIN: 23-6227203). THE ASSOCIATION'S BOARD OF TRUSTEES CAN DRAW DOWN REVENUE FROM THE TRUST PURSUANT TO THE APPLICATION OF THE BOARD APPROVED SPENDING POLICY IN ACCORDANCE WITH PENNSYLVANIA LAW AND SPECIFIC ELECTION BY THE BOARD. THE DRAW IS SUBJECT TO ALL DONOR IMPOSED RESTRICTIONS. THIS DRAW-DOWN IS REPRESENTED AS A CHARITABLE CONTRIBUTION FROM THE ENDOWMENT FUND ON THE ASSOCIATION'S FORM 990. THE VALUE OF THE TRUST ASSETS WAS $25,106,000 AND $22,936,000 IN FY24 AND FY23, RESPECTIVELY. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE UNDER PROVISIONS OF THE INTERNAL REVENUE CODE, SECTION 501(C)(3), AND THE APPLICABLE INCOME TAX REGULATIONS OF PENNSYLVANIA, THE ASSOCIATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE ASSOCIATION RECOGNIZES OR DERECOGNIZES A TAX POSITION BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPENDING DRAW FROM POA TRUST ASSETS -1,294,618. REVENUES FROM ACADEMY OF MUSIC 1,498,446. INVESTMENT ACTIVITY - POA TRUST ENDOWMENT 5,395,008. INVESTMENT ACTIVITY - ACADEMY OF MUSIC 3,925,124. TRUST FEES -162,478. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE (RECLASS) -237,358. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ACADEMY OF MUSIC EXPENSES 4,328,558. SPECIAL EVENTS EXPENSE (RECLASS) 237,358. POSTRETIREMENT ADJUSTMENT 537,184. |
| SCHEDULE D, PARTS XI/XII | THE PHILADELPHIA ORCHESTRA ASSOCIATION PREPARES CONSOLIDATED AUDITED FINANCIAL STATEMENTS THAT INCLUDE THE OPERATION OF: ACADEMY OF MUSIC OF PHILADELPHIA, INC. ACADEMY OF MUSIC OF PHILADELPHIA ENDOWMENT TRUST PHILADELPHIA ORCHESTRA ASSOCIATION ENDOWMENT TRUST THE RECONCILIATION IN SCHEDULE D, PARTS XI AND XII REFLECTS A RECONCILIATION BACK TO THE ASSOCIATION'S ACTIVITIES WITHIN THOSE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | TOURING PERFORMANCES | $2,261,142 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | TOURING PERFORMANCES | $372,042 |
| NORTH AMERICA | PROGRAM SERVICES | TOURING PERFORMANCES | $1,115,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,748,864 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,748,864 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | EXPENDITURES ARE ACCOUNTED FOR ON THE ACCRUAL BASIS OF ACCOUNTING IN THE ASSOCIATION'S AUDITED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DCM INC | ||||||||
| 330 W 38TH STREET | NEW YORK | NY | 10018 | TELEFUNDING | 0 | $52,252 | $43,292 | $8,960 |
| RICHARD F BOHRER | ||||||||
| 7 BOLTON CT | WILMINGTON | DE | 19810 | CONSULTING | 0 | $0 | $61,710 | -$61,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $52,252 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $105,002 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$52,750 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPENING NIGHT | Event1Nm |
| Gross Receipts Event1 | $127,543 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $92,619 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,924 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $182,993 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $54,365 | EntertainmentEvent1Amt |
| Event2 | OPENING NIGHT 2 | Event2Nm |
| Gross Receipts Event2 | $339,539 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $257,691 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $81,848 | GrossRevenueEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $109,000 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $101,800 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,200 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $576,082 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $452,110 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $123,972 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $182,993 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $54,365 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $237,358 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$113,386 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART IV, SUPPLEMENTAL INFORMATION | SCHEDULE G, PART II EVENT #1: OPENING NIGHT IN SEPTEMBER 2023 MAJORITY OF REVENUE AND ALL EXPENSES CAPTURED BY THIS FORM 990; EVENT #2: OPENING NIGHT IN SEPTEMBER 2024, ONLY REVENUE COLLECTED BY AUGUST 2024 REFLECTED, ALL EXPENSES WILL BE REFLECTED ON THE YEAR ENDING AUGUST 2025 FORM 990; EVENT #3: GOLF EVENT, ONLY REVENUE COLLECTED BY AUGUST 2024 REFLECTED, ALL EXPENSES WILL BE REFLECTED ON THE YEAR ENDING AUGUST 2025 FORM 990. |
| SCHEDULE G, PART IV, SUPPLEMENTAL INFORMATION | ADDITIONAL INFORMATION IN ORDER TO PROVIDE FOR STAFF VACANCIES DURING THE YEAR IN THE DEVELOPMENT DEPARTMENT, INDEPENDENT CONTRACTORS WERE ENGAGED TO FILL THOSE ROLES. RICHARD F. BOHRER CONSULTING - GOVERNMENT AND FOUNDATION GRANT WRITER. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED NEGRO COLLEGE FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 7TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 131624241 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $50,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | ENDOWED SCHOLARSHIP | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE DEPARTMENT. AN INTERNAL APPROVAL PROCESS IS IN PLACE, WHICH INCLUDES CONDUCTING DUE DILIGENCE TO ENSURE THE GRANTEE IS CAPABLE OF FULFILLING THE CHARITABLE PURPOSE OF THE GRANT. WRITTEN DOCUMENTATION OUTLINES THE GRANT'S CHARITABLE PURPOSE AND THE GRANTEE'S OBLIGATION TO USE THE FUNDS ACCORDINGLY. GRANTEES ARE REQUIRED TO SUBMIT EITHER AN ACKNOWLEDGEMENT LETTER OR, IN SOME CASES, A REPORT DETAILING HOW THE GRANT FUNDS WERE UTILIZED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATIAS TARNOPOLSKY | ||||||||||||||
| BOARD MEMBER/PRES AND CEO | $716,273 | $0 | $201,880 | $0 | $504 | $0 | $119,850 | $0 | $34,211 | $0 | $1,072,718 | $0 | $0 | $0 |
| ANNE C EWERS | ||||||||||||||
| BOARD MEMBER (THRU 12/23) | $0 | $287,377 | $0 | $381,854 | $0 | $3,090 | $0 | $0 | $0 | $8,099 | $0 | $680,420 | $0 | $0 |
| DAVID KIM | ||||||||||||||
| CONCERT MSTR | $456,771 | $0 | $0 | $0 | $2,916 | $0 | $14,651 | $0 | $36,392 | $0 | $510,730 | $0 | $0 | $0 |
| RYAN FLEUR | ||||||||||||||
| EXECUTIVE DIRECTOR/COO | $414,975 | $0 | $25,000 | $0 | $504 | $0 | $26,400 | $0 | $34,661 | $0 | $501,540 | $0 | $0 | $0 |
| RICARDO MORALES | ||||||||||||||
| MUSICIAN | $392,931 | $0 | $0 | $0 | $1,967 | $0 | $12,338 | $0 | $32,739 | $0 | $439,975 | $0 | $0 | $0 |
| MARIO MESTICHELLI | ||||||||||||||
| BD MBR(NON-VOTING)/CFO/TREAS | $342,859 | $0 | $25,000 | $0 | $504 | $0 | $26,400 | $0 | $32,911 | $0 | $427,674 | $0 | $0 | $0 |
| JENNIFER MONTONE RESSLER | ||||||||||||||
| MUSICIAN | $331,718 | $0 | $0 | $0 | $1,631 | $0 | $12,237 | $0 | $33,429 | $0 | $379,015 | $0 | $0 | $0 |
| JEFFREY KHANER | ||||||||||||||
| MUSICIAN | $326,342 | $0 | $0 | $0 | $3,279 | $0 | $16,041 | $0 | $30,073 | $0 | $375,735 | $0 | $0 | $0 |
| PHILIPPE TONDRE | ||||||||||||||
| MUSICIAN | $321,446 | $0 | $0 | $0 | $1,177 | $0 | $12,249 | $0 | $12,562 | $0 | $347,434 | $0 | $0 | $0 |
| MITCHELL BASSION | ||||||||||||||
| SECRETARY | $269,974 | $0 | $0 | $0 | $329 | $0 | $22,165 | $0 | $13,335 | $0 | $305,803 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS PART OF ITS INTERNATIONAL TOURING ACTIVITIES, THE PHILADELPHIA ORCHESTRA PERFORMED CONCERTS IN VARIOUS CITIES IN EUROPE AND CANADA IN FY24. FOR CERTAIN LEGS OF THE TOUR, THE ORGANIZATION CHARTED FLIGHTS FOR THE ENTIRE TOURING PARTY BETWEEN CITIES IN EUROPE. THIS IS DONE PRIMARILY BECAUSE COMMERCIAL FLIGHTS OFTEN CANNOT ACCOMMODATE THE ENTIRE TOURING PARTY, OR BECAUSE OF COST AND TIME CONSIDERATIONS STEMMING FROM A TIGHT CONCERT SCHEDULE. |
| PART I, LINE 4B | MATIAS TARNOPOLSKY, IS THE PRESIDENT/CEO OF THE PHILADELPHIA ORCHESTRA ASSOCIATION (POA). AS PART OF HIS EMPLOYMENT AGREEMENT, MR. TARNOPOLSKY PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. AMOUNTS ARE CREDITED TO THE PLAN EACH YEAR AND PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT IF CERTAIN CONDITIONS ARE MET. AMOUNTS ACCRUED UNDER THE PLAN IN THE CURRENT YEAR OF $93,450 ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). |
| PART I, LINE 6 | THE ASSOCIATION MADE ADDITIONAL PAYMENTS TO THE ORCHESTRA'S MUSICIANS, SOME OF WHICH ARE BOARD MEMBERS OR CERTAIN HIGHLY PAID EMPLOYEES PURSUANT TO LANGUAGE IN THE COLLECTIVE BARGAINING AGREEMENT EFFECTIVELY ALLOCATING A PORTION OF THE POSITIVE CHANGE IN UNRESTRICTED NET ASSETS FROM OPERATING ACTIVITIES AS ADDITIONAL PAY DURING CALENDAR YEAR 2023. |
| PART I, LINE 7 | CEO, MR. TARNOPOLSKY, HAS AN EMPLOYMENT CONTRACT CONTAINING A PERFORMANCE-BASED COMPENSATION DIRECTIVE THAT MAKES HIM ELIGIBLE TO RECEIVE A NON-FIXED PAYMENT IN ADDITION TO HIS BASE COMPENSATION. ALL ELEMENTS OF COMPENSATION INCLUDING THIS NON-FIXED PAYMENT ARE SUBJECT TO BOARD REVIEW AND APPROVAL. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| M TARNOPOLSKY | |||||||
| PRES/CEO | HOUSING RELOCATION | Yes (X) | $250,000 | $60,000 | 0 | Yes (1) | Yes (1) |
| Y NEZET-SEGUIN | |||||||
| MUSIC DIRECTOR | HOUSING RELOCATION | Yes (X) | $400,000 | $200,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $260,000 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PROVIDED MATIAS TARNOPOLSKY A HOUSING RELOCATION LOAN IN THE AMOUNT OF $250,000. THE LOAN IS SECURED AND INTEREST BEARING AT 2.69%. IN FY22, THE LOAN WAS RESTRUCTURED AND THE BALANCE OF $100,000 IS REPAYABLE OVER FIVE YEARS. AS OF AUGUST 31, 2024, THE OUTSTANDING BALANCE ON THE LOAN WAS $60,000.THE ASSOCIATION PROVIDED YANNICK NEZET-SEGUIN A HOUSING RELOCATION LOAN IN THE AMOUNT OF $400,000. THE LOAN IS SECURED, INTEREST BEARING AT 2.69%, AND REPAYABLE OVER FOUR YEARS. AS OF AUGUST 31, 2024, THE OUTSTANDING BALANCE ON THE LOAN WAS $200,000. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,890,198 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VIOLIN BOW | 1 | $16,000 | EXPERT OPINION |
| Yes (X) | FOOD | 1 | $9,000 | FMV |
| Yes (X) | KICKPLATE | 1 | $1,831 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | TO THE EXTENT THAT THE ORGANIZATION RECEIVES DONATIONS OF SECURITIES, ITS INVESTMENT BROKER/MANAGER IS TASKED WITH SELLING THOSE SECURITIES IN EXCHANGE FOR CASH. |
| SCHEDULE M, PART I, COLUMN (B) | NUMBER OF CONTRIBUTIONS THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS/FAMILY RELATIONSHIPS THE PHILADELPHIA ORCHESTRA ASSOCIATION HAS SEVERAL BOARD MEMBERS WITH BUSINESS RELATIONSHIPS WITH EACH OTHER, AS FOLLOWS: BOARD MEMBERS MARK DICHTER AND JAMI WINTZ MCKEON HAVE A BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | EFFECTIVE DECEMBER 2, 2021, THE BYLAWS OF THE PHILADELPHIA ORCHESTRA ASSOCIATION WERE AMENDED AND RESTATED TO REFLECT A NUMBER OF CHANGES COINCIDENT WITH THE CREATION OF THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER INC. (THE POKC). THE SOLE MEMBER OF THE ORCHESTRA WITHIN THE MEANING OF SECTION 5103(A) OF THE PENNSYLVANIA NONPROFIT CORPORATION LAW OF 1988 (THE NPCL) SHALL BE THE POKC. THE POKC SHALL HAVE THE RIGHT TO VOTE AND SHALL ACT THROUGH THE EXECUTIVE COMMITTEE OF ITS BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | SEE NARRATIVE UNDER FORM 990, PART VI, SECTION A, LINE 6 |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE NARRATIVE UNDER FORM 990, PART VI, SECTION A, LINE 6 |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY A TAX ADVISOR IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. A FINAL COPY OF THE FORM 990 IS CIRCULATED TO THE BOARD BEFORE IT IS FILED. HOWEVER, SCHEDULE B IS REDACTED FROM THE FORM 990 BEFORE IT IS CIRCULATED TO THE BOARD TO PROTECT THE IDENTITY OF CERTAIN DONORS WHO WISH TO REMAIN ANONYMOUS. AS SUCH, THE ORGANIZATION HAS CHECKED 'NO' TO PART VI, QUESTION 11A. SCHEDULE B WILL BE MADE AVAILABLE TO THOSE BOARD MEMBERS WHO WISH TO INSPECT IT INDIVIDUALLY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE BY FOLLOWING THESE PROCEDURES: 1. ANY INTERESTED PERSON HAS A DUTY TO DISCLOSE THE TRANSACTION OR ARRANGEMENT; 2. THE INTERESTED PERSON PRESENTS THIS POTENTIAL CONFLICT OF INTEREST TO THE BOARD/COMMITTEE; 3. THE BOARD/COMMITTEE DETERMINES WHETHER THERE IS A CONFLICT OF INTEREST; 4. BOARD/COMMITTEE/INTERESTED PERSON FOLLOWS PREDETERMINED PROCEDURES TO ADDRESS THE ISSUE IF ONE EXISTS; 5. THE ABOVE WILL BE RECORDED IN THE MINUTES OF THE MEETINGS OF THE BOARD/COMMITTEE. EACH TRUSTEE, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY RESPOND TO A QUESTIONNAIRE AND SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES; AND E. PROVIDES SUCH INFORMATION AS THE POA REQUIRES TO PREPARE THE POA'S ANNUAL IRS FORM 990. BOARD MEMBERS WERE REQUESTED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE REQUEST WAS MADE MULTIPLE TIMES, HOWEVER NOT ALL BOARD MEMBERS OR OFFICERS RESPONDED. THE ORGANIZATION FEELS THAT IT HAS MADE A REASONABLE EFFORT TO DISCLOSE EXISTING CONFLICTS OF INTEREST. FORM 990, PART VI, LINES 13 AND 14: PHILADELPHIA ORCHESTRA ASSOCIATION ESTABLISHED WHISTLEBLOWER AND DOCUMENT RETENTION POLICIES THAT ARE FOLLOWED BY THE ASSOCIATION, AS WELL AS ITS SUBSIDIARIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PHILADELPHIA ORCHESTRA ASSOCIATION UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS AND ALL OF ITS OFFICERS AND KEY EMPLOYEES OF THE ASSOCIATION IS REASONABLE GIVEN THE MARKET IN WHICH THE ASSOCIATION OPERATES. IN RELEVANT PART, THE BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION COMMITTEE OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN THE PROPOSED COMPENSATION AGREEMENTS. WITH RESPECT TO THE CEO, THE COMPENSATION COMMITTEE CHAIR AND SEVERAL OTHER INDEPENDENT MEMBERS OF THE BOARD, INCLUDING THE CHAIR OF THE BOARD, CONTRACTED WITH A SEARCH FIRM TO ASSIST IN THE IDENTIFICATION AND SELECTION OF THE CEO. THE OUTCOME OF THIS PROCESS, INCLUDING COMPARABLE COMPENSATION DATA, GATHERED BY MEMBERS OF THE COMMITTEE WAS PRESENTED TO THE FULL BOARD. APPLICABLE DOCUMENTS, EMAILS AND OTHER WRITINGS CREATED CONTEMPORANEOUSLY WERE USED AS THE BASIS FOR THE SELECTION AND COMPENSATION DECISIONS. WITH RESPECT TO HIRING AND COMPENSATION DECISIONS FOR OTHER OFFICERS AND KEY EMPLOYEES, THE CEO CONTRACTED WITH A SEARCH FIRM TO ASSIST IN THE IDENTIFICATION AND SELECTION OF THE KEY PERSONNEL. THERE IS ALSO A FULL-TIME HUMAN RESOURCES DEPARTMENT SUPPORTING THIS FUNCTION AND THE ASSOCIATION RECEIVES REGULAR COMPENSATION DATA IN CONNECTION WITH ITS ONGOING MEMBERSHIP IN THE LEAGUE OF AMERICAN ORCHESTRA SERVICE ORGANIZATION. THE OUTCOME OF THIS PROCESS, INCLUDING COMPARABLE COMPENSATION DATA, GATHERED BY THE CEO WITH THE ASSISTANCE OF THE SEARCH FIRM WAS DESCRIBED TO THE INDEPENDENT CHAIR OF THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. APPLICABLE DOCUMENTS, EMAILS AND OTHER WRITINGS CREATED CONTEMPORANEOUSLY WERE USED AS THE BASIS FOR THE SELECTION AND COMPENSATION DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS AND ON ITS WEBSITE AT WWW.PHILORCH.ORG. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT ADJUSTMENT -544,725. OTHER -86,289. |
| ORGANIZATIONAL INFORMATION | THE PHILADELPHIA ORCHESTRA ASSOCIATION (POA) AND THE KIMMEL CENTER, INC. (KCI), AFTER RECEIVING A NO OBJECTION LETTER FROM THE PENNSYLVANIA ATTORNEY GENERAL DATED OCTOBER 15, 2021, ENTERED INTO A PARTNERSHIP AND AFFILIATION AGREEMENT ON OCTOBER 21, 2021 THAT WILL ENABLE POA AND KCI TO OPERATE IN A STRATEGICALLY ALIGNED AND COORDINATED MANNER IN ORDER TO CREATE A MORE POWERFUL AND EXPANSIVE ARTISTIC FOOTPRINT BY ESTABLISHING A NEW 501(C)(3) ORGANIZATION THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC. (POKC) TO SERVE AS THE COMMON CONTROLLING MEMBER/PARENT OF POA AND KCI, WITH FULL REPRESENTATION FROM THE EXISTING POA AND KCI BOARDS. THE TRANSACTION WAS CLOSED ON DECEMBER 2, 2021, AND ASSOCIATED FILINGS WERE MADE ON DECEMBER 3, 2021. THE POA AND KCI WILL REMAIN SEPARATE LEGAL ENTITIES EACH OPERATING AS TAX-EXEMPT ORGANIZATIONS AND SHALL CONTINUE TO OPERATE IN ACCORDANCE WITH AND TO FURTHER ITS RESPECTIVE TAX-EXEMPT MISSION AND PURPOSES. EACH WILL MAINTAIN SEPARATE FINANCIAL STATEMENTS AND PERFORM AN ANNUAL AUDIT, NOTWITHSTANDING THAT THE PARTIES' FINANCIAL STATEMENTS MAY BE CONSOLIDATED WITH POKC'S. EACH OF THE ORCHESTRA AND THE KIMMEL CENTER SHALL CONTINUE TO HOLD, MANAGE, AND USE ITS ENDOWED AND OTHERWISE DONOR-RESTRICTED ASSETS (INCLUDING THOSE HELD BY ITS RESPECTIVE SUBORDINATE ORGANIZATIONS) CONSISTENT WITH THE RESTRICTIONS THAT APPLY TO SUCH ASSETS AND PURSUANT TO THE TERMS OF THEIR RESPECTIVE GIFT INSTRUMENTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILADELPHIA ORCHESTRA EDUCATION SUPPORT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH BROAD ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841799546 | EIN |
| Primary Activities | FACILITATE DONORS WITH EDUCATIONAL IMPROVEMENT TAX CREDIT | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILADELPHIA ORCHESTRA ASSOCIATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PHILADELPHIA ORCHESTRA ASSOC ENDOWMENT | |||||||||||
| 1600 MARKET STREET- TAX DEPT | PHILADELPHIA | PA | 19103 | 236227203 | SUPPORTING | PA | 501(C)(3) | LINE 12A, I | POA | Yes (1) | |
| THE ACADEMY OF MUSIC PHILADELPHIA INC | |||||||||||
| 300 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | 231501159 | RESTORATION | PA | 501(C)(3) | LINE 12A, I | POA | Yes (1) | |
| KIMMEL CENTER INC | |||||||||||
| 300 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | 232865855 | PERFORMING ARTS | PA | 501(C)(3) | LINE 7 | POKC | 0 | |
| THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER INC | |||||||||||
| 300 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | 874303823 | ORCHESTRA MGMT | PA | 501(C)(3) | LINE 7 | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TICKET PHILADELPHIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH BROAD ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455625606 | EIN |
| Primary Activities | TICKET SALES | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMMEL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $391,963 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,337,846 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.29320 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PHILADELPHIA ORCHESTRA ENDOWMENT FUND | ||
| C | $1,294,618 | FMV |
| THE ACADEMY OF MUSIC OF PHILADELPHIA INC | ||
| S | $19,532 | FMV |
| THE ACADEMY OF MUSIC OF PHILADELPHIA INC | ||
| A | $225,593 | COST |