TOLEDO ALLIANCE FOR THE PERFORMING ARTS: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TOLEDO ALLIANCE FOR THE PERFORMING ARTS (EIN 34-4005365)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-21
- IRS object ID
- 202111119349300001
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T07:52:46-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7124 W CENTRAL AVE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344005365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOLEDO ALLIANCE FOR THE PERFORMING ARTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOLE | BusinessNameControlTxt |
| Phone | 4192411272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 PARKWOOD AVENUE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZAK VASSAR | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4194180011 | PhoneNum |
| Signature | 2021-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN G MORSE CPA | PreparerPersonNm |
| PTIN | P01034447 | PTIN |
| Phone | 4198658118 | PhoneNum |
| Preparation | 2021-04-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ZACHARY VASSAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 PARKWOOD AVENUE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,234,774 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TOLEDOSYMPHONY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE TOLEDO ALLIANCE FOR THE PERFORMING ARTS EXISTS TO SUSTAIN A WORKING COMMUNITY OF PERFORMING ARTISTS IN OUR AREA WHO PERPETUATE THE EXPERIENCE OF SUPERB MUSICAL AND DANCE PERFORMANCES AND EDUCATION FOR ALL PEOPLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 59 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 59 | VotingMembersIndependentCnt |
| Total Employee | 288 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,364 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,879,836 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,501,425 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,165,584 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,879,874 | CYProgramServiceRevenueAmt |
| PY Investment Income | $751,777 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,146,021 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,855 | PYOtherRevenueAmt |
| CY Other Revenue | $124,055 | CYOtherRevenueAmt |
| PY Total Revenue | $5,832,052 | PYTotalRevenueAmt |
| CY Total Revenue | $7,651,375 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,825 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $85,456 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,533,469 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,729,006 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $12,619 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $353,607 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,435,554 | PYOtherExpensesAmt |
| CY Other Expenses | $1,965,222 | CYOtherExpensesAmt |
| PY Total Expenses | $7,001,467 | PYTotalExpensesAmt |
| CY Total Expenses | $6,779,684 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,169,415 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $871,691 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,868,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,341,694 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,067,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,352,201 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,801,769 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,989,493 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE TOLEDO ALLIANCE FOR THE PERFORMING ARTS EXISTS TO SUSTAIN A WORKING COMMUNITY OF PERFORMING ARTISTS IN OUR AREA WHO PERPETUATE THE EXPERIENCE OF SUPERB MUSICAL AND DANCE PERFORMANCES AND EDUCATION FOR ALL PEOPLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,737,209 | ExpenseAmt |
| Grant | $85,456 | GrantAmt |
| Revenue | $1,996,408 | RevenueAmt |
| Desc | THE 2019-2020 SEASON REPRESENTED FOR TAPA ITS FIRST FULL SEASON AS A NEWLY MERGED ORGANIZATION. BEFORE THE SEASON WAS CUT SHORT IN MARCH 2020 BY THE COVID-19 PANDEMIC, IT HAD ALREADY ACHIEVED MANY HIGH POINTS FOR THE ORGANIZATION. THIS INCLUDED PERFORMANCES WITH VIOLINIST ITZHAK PERLMAN, PIANIST OLGA KERN, AND SINGER/SONGWRITER BEN FOLDS. IN NOVEMBER 2019, TAPA WELCOMED BRETT LONEY, J.D., AFCRE AS DIRECTOR OF DEVELOPMENT. HE BRINGS DECADES OF FUNDRAISING EXPERTISE TO THE ORGANIZATION AND A CLEAR STRATEGY TO ENHANCE CONTRIBUTED INCOME.FEBRUARY 2020 BROUGHT THE TOLEDO SYMPHONY AND TOLEDO BALLET TOGETHER IN A NEW PRODUCTION OF CARL ORFF'S CARMINA BURANA. WITH NEW CHOREOGRAPHY AND DANCERS FROM TOLEDO BALLET, AN EXPANDED TOLEDO SYMPHONY, AND COMBINED CHORUSES FROM BOWLING GREEN STATE UNIVERSITY, THE SOLD-OUT WEEKEND CELEBRATED TAPA'S TWO ARTISTIC FACES IN EPIC SONIC AND VISUAL PERFORMANCES. LATER THAT MONTH, A SPECIAL CONCERT CONCEPT, BRAHMS VS. RADIOHEAD, ENCOURAGED A DECIDEDLY YOUNGER CROWD TO EXPLORE MUSICAL GENIUSES SEPARATED BY MORE THAN A CENTURY. TAPA'S FINAL PERFORMANCE BEFORE THE COVID CRISIS WAS A MARCH 2020 CONCERT OF MUSIC BY MAHLER AND BRAHMS. PRESENTED TO AN EMPTY HALL AND BROADCAST AS THE ORGANIZATION'S FIRST-EVER LIVESTREAMED CONCERT, THE PROGRAM WAS A LOVE LETTER FROM THE MUSICIANS OF THE TOLEDO SYMPHONY TO THE WORLD IN A TIME OF CRISIS. DESPITE THE REALITIES OF THE COVID-19 PANDEMIC, THE ORGANIZATION FINISHED ITS FISCAL YEAR INTACT, WITH STAFF AND MUSICIANS RETAINED AND SALARIES SUSTAINED. THIS WAS A SPECIAL AND INTENTIONAL COMMITMENT TO OUR NEW ORGANIZATION AND PRESENTED A CREATIVE CHALLENGE TO PERSEVERE AND IDENTIFY NEW WAYS TO SERVE OUR COMMUNITY. DESPITE THE REALITIES OF THE COVID PANDEMIC, TAPA'S STAFF AND PERFORMERS CONCLUDED 2019-2020 SEASON WITH MUCH TO BE PROUD OF. | Desc |
| Total Program Service Expenses | $5,737,209 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 288 | 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 | 59 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 59 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDI DIER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4194180035 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 PARKWOOD AVENUE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RANDY OOSTRA | |||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAM HERSHBERGER | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRANK JACOBS | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAMUEL ADLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE CANNING | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SARA JANE DEHOFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A KARCHER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARLEY KRIPKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| C ALLEN MCCONNELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM R MCDONNELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH D NAPOLI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN ORSER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARNA RAMNATH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENNETT ROMANOFF MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD RYBARCZYK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT P SCHLATTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON S SPEYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES STOCKING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN S SZUCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL H THAMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS E TOSI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK BOWE | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNIFER COY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA FREEMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM B MATHIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH SFERRA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES ADAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMEEL BURKETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CONDA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE SAUDER DAVID | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY SCHEER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAGA SHOFFNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA SHOPE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OLIVIA SUMMONS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN TAYLOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE ALEXANDER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEANNE GORUN BAKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA BALL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE COLE MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY COLUCCIO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN DAVIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE DEWITT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ELLISON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY A FUTRELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLENE D GILBERT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GONIA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GORUN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNELIESE M GRYTAFEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY HOWARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A KOENIG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MACK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA RAMSEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE ROBERTS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN SAVAGE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MO SHEAHAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETHANNE SNODGRASS MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACI WATKINS MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE WHITE JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE WORKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACHARY VASSAR | |||||||
| PRESIDENT & CEO | 60.00 | Yes (X) | $181,790 | $0 | $11,562 | ||
| RANDI DIER | |||||||
| VP FINANCE | 40.00 | Yes (X) | $74,761 | $0 | $5,105 | ||
| KENNETH WETSTEIN | |||||||
| FORMER VP DEVELOPMENT | 40.00 | Yes (X) | $34,645 | $0 | $4,840 | ||
| BRETT LONEY | |||||||
| VP DEVELOPMENT | 40.00 | Yes (X) | $14,286 | $0 | $1,075 | ||
| ALAIN TRUDEL | |||||||
| CONDUCTOR | 35.00 | $181,000 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $486,482 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,582 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRODUCTIONS ALAIN TRUDEL | PersonNm |
Contractor Address ContractorAddress
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7081 RUE MARQUETTE | AddressLine1Txt |
| City | MONTREAL | CityNm |
| Country | CA | CountryCd |
| Foreign Postal | H2E 2C6 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONDUCTOR | ServicesDesc |
| Compensation | $181,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,990 | MembershipDuesAmt |
| Fundraising | $1,673 | FundraisingAmt |
| Government Grants | $865,247 | GovernmentGrantsAmt |
| All Other Contributions | $2,630,515 | AllOtherContributionsAmt |
| Total Contributions | $3,501,425 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711300 | $1,297,415 | $1,297,415 |
| TUITION AND EDUCATION | 711300 | $538,944 | $538,944 |
| PROGRAM ADVERTISING | 711300 | $43,515 | $43,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,879,874 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $467,663 | TotalRevenueColumnAmt |
| Exclusion | $467,663 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,259,958 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,581,600 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,678,358 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,678,358 | TotalRevenueColumnAmt |
| Exclusion | $1,678,358 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,320 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,673 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,799 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,521 | TotalRevenueColumnAmt |
| Exclusion | $7,521 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $116,534 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $116,534 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $116,534 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,651,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,996,408 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,153,542 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,456 | TotalAmt |
| Program Services | $85,456 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,132 | TotalAmt |
| Program Services | $113,073 | ProgramServicesAmt |
| Management And General | $219,919 | ManagementAndGeneralAmt |
| Fundraising | $81,140 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,674,787 | TotalAmt |
| Program Services | $3,392,605 | ProgramServicesAmt |
| Management And General | $133,526 | ManagementAndGeneralAmt |
| Fundraising | $148,656 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,159 | TotalAmt |
| Program Services | $332,762 | ProgramServicesAmt |
| Management And General | $5,097 | ManagementAndGeneralAmt |
| Fundraising | $23,300 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,928 | TotalAmt |
| Program Services | $243,670 | ProgramServicesAmt |
| Management And General | $18,752 | ManagementAndGeneralAmt |
| Fundraising | $16,506 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,555 | TotalAmt |
| Program Services | $31,604 | ProgramServicesAmt |
| Management And General | $99,951 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,951 | TotalAmt |
| Program Services | $149,951 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,551 | TotalAmt |
| Program Services | $30,074 | ProgramServicesAmt |
| Management And General | $33,260 | ManagementAndGeneralAmt |
| Fundraising | $27,217 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,713 | TotalAmt |
| Program Services | $13,713 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,347 | TotalAmt |
| Program Services | $21,347 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,516 | TotalAmt |
| Program Services | $237,961 | ProgramServicesAmt |
| Management And General | $45,387 | ManagementAndGeneralAmt |
| Fundraising | $20,168 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,368 | TotalAmt |
| Program Services | $53,659 | ProgramServicesAmt |
| Management And General | $5,709 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,172 | TotalAmt |
| Management And General | $2,172 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,390 | TotalAmt |
| Program Services | $77,054 | ProgramServicesAmt |
| Management And General | $4,387 | ManagementAndGeneralAmt |
| Fundraising | $1,949 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,422 | TotalAmt |
| Program Services | $19,291 | ProgramServicesAmt |
| Management And General | $23,131 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GUEST ARTISTS | $407,820 | $407,820 | |
| EQUIPMENT RENTAL AND MA | $157,659 | $135,464 | $22,195 |
| PROGRAMS AND BROCHURES | $107,626 | $107,626 | |
| TICKETING | $87,357 | $87,357 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,775 | TotalAmt |
| Program Services | $196,722 | ProgramServicesAmt |
| Management And General | $75,382 | ManagementAndGeneralAmt |
| Fundraising | $34,671 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,779,684 | TotalAmt |
| Program Services | $5,737,209 | ProgramServicesAmt |
| Management And General | $688,868 | ManagementAndGeneralAmt |
| Fundraising | $353,607 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,117 | BOYAmt |
| EOY | $1,157,543 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,415,866 | BOYAmt |
| EOY | $2,170,007 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,735 | BOYAmt |
| EOY | $841,091 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,270 | BOYAmt |
| EOY | $41,243 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,979 | BOYAmt |
| EOY | $49,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,917,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,559,901 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,353 | BOYAmt |
| EOY | $357,812 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,983,693 | BOYAmt |
| EOY | $14,309,741 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,879 | BOYAmt |
| EOY | $414,897 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,868,892 | BOYAmt |
| EOY | $19,341,694 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,803 | BOYAmt |
| EOY | $420,751 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,320 | BOYAmt |
| EOY | $931,450 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,123 | BOYAmt |
| EOY | $1,352,201 | 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 | $11,200,453 | BOYAmt |
| EOY | $9,912,855 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,601,316 | BOYAmt |
| EOY | $8,076,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,801,769 | BOYAmt |
| EOY | $17,989,493 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,868,892 | BOYAmt |
| EOY | $19,341,694 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $871,691 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,683,967 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,998,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,656,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,797,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,879,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,501,425 | CurrentTaxYearAmt |
| Total | $13,833,753 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,998,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,656,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,797,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,879,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,501,425 | CurrentTaxYearAmt |
| Total | $13,833,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $325,896 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,507,857 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $404,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $423,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $467,663 | CurrentTaxYearAmt |
| Total | $1,958,039 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $37,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,557 | CurrentTaxYearMinus1YearAmt |
| Total | $84,126 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,438 | CurrentTaxYearMinus3YearsAmt |
| Total | $148,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,024,042 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,030,856 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,359,691 | BeginningYearBalanceAmt |
| Contributions | $50,968 | ContributionsAmt |
| Investment Earnings Or Losses | $493,794 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,361,708 | OtherExpendituresAmt |
| Administrative Expenses | $35,651 | AdministrativeExpensesAmt |
| End Year Balance | $16,507,094 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,231,044 | BeginningYearBalanceAmt |
| Contributions | $55,147 | ContributionsAmt |
| Investment Earnings Or Losses | $1,054,752 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,943,284 | OtherExpendituresAmt |
| Administrative Expenses | $37,968 | AdministrativeExpensesAmt |
| End Year Balance | $17,359,691 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,328,351 | BeginningYearBalanceAmt |
| Contributions | $112,111 | ContributionsAmt |
| Investment Earnings Or Losses | $1,373,304 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,549,617 | OtherExpendituresAmt |
| Administrative Expenses | $33,105 | AdministrativeExpensesAmt |
| End Year Balance | $18,231,044 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,381,565 | BeginningYearBalanceAmt |
| Contributions | $1,009,068 | ContributionsAmt |
| Investment Earnings Or Losses | $2,062,114 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,076,898 | OtherExpendituresAmt |
| Administrative Expenses | $47,498 | AdministrativeExpensesAmt |
| End Year Balance | $18,328,351 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,700,500 | BeginningYearBalanceAmt |
| Contributions | $193,631 | ContributionsAmt |
| Investment Earnings Or Losses | $63,853 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,527,131 | OtherExpendituresAmt |
| Administrative Expenses | $49,288 | AdministrativeExpensesAmt |
| End Year Balance | $17,381,565 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.60000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,670 | DepreciationAmt |
| Book Value | $31,441 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,177,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $905,151 | DepreciationAmt |
| Book Value | $272,615 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $664,836 | OtherCostOrOtherBasisAmt |
| Depreciation | $611,080 | DepreciationAmt |
| Book Value | $53,756 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $357,812 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,909,802 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,683,967 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,683,967 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,593,769 | RevenueSubtotalAmt |
| Other Revenues Not Included | $57,606 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $57,606 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,651,375 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,722,078 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,722,078 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $57,606 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $57,606 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,779,684 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE LONG-TERM OPERATING STABILITY TO THE EXEMPT ORGANIZATION IN ORDER TO PRESERVE THE MUSICAL ASSET. |
| PART X, LINE 2: | THE ASSOCIATION DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MERIT BASED SCHOLARSHIPS FOR MEMBERS OF THE TOLEDO YOUTH ORCHESTRA AND THE TOLEDO JUNIOR YOUTH ORCHESTRA | 62 | $23,100 |
| SUMMER STUDY GRANTS FOR TSO MUSICIANS | 1 | $2,500 |
| SCHOLARSHIP FOR WINNER OF YOUNG ARTIST COMPETITION | 3 | $2,250 |
| TOLEDO BALLET SCHOLARSHIPS | 54 | $37,857 |
| TUITION WAIVERS | 12 | $19,749 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CANDIDATES FOR THE LEAGUE SCHOLARSHIPS ARE JUDGED ON THEIR PLAYING ABILITY. THE GRANTS ARE TO BE USED TO FURTHER THEIR EDUCATION IN MUSIC. FOR SENIOR SCHOLAR WINNERS VERIFICATION OF COLLEGE ENROLLMENT IS DONE PRIOR TO ISSUANCE OF THE GRANT PAYMENT. ALL TOLEDO BALLET SCHOLARSHIP WINNERS HAVE ATTENDANCE MONITORED BY CLASS INSTRUCTORS AND STAFF, AS WELL AS AN ANNUAL EVALUATION OF THEIR PERFORMANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ZACHARY VASSAR | ||||||||||||||
| PRESIDENT & CEO | $181,790 | $0 | $0 | $0 | $0 | $0 | $1,869 | $0 | $9,693 | $0 | $193,352 | $0 | $0 | $0 |
| ALAIN TRUDEL | ||||||||||||||
| CONDUCTOR | $181,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $181,000 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | TRUSTEE | RelationshipWithOrgTxt |
| Cash Grant | $3,523 | CashGrantAmt |
| Type Of Assistance | TUITION WAIVER | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION REDUCTION | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DEANNA GORUN BAKER IS THE DAUGHTER OF JUDY GORUN. BOTH SERVE AS TRUSTEES TO THE ORGANIZATION. ALAIN TRUDEL SERVES AS A TRUSTTE TO THE ORGANIZATION AND IS THE OWNER OF PRODUCTIONS ALAIN TRUDEL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE, THE PRESIDENT, AND THE TREASURER OF THE BOARD. THE 990 IS MADE AVAILABLE TO EACH MEMBER OF THE BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY IS GIVEN TO ALL BOARD MEMBERS. IT IS AN AGENDA ITEM AT EACH MEETING. IT IS ASKED THAT ANY MEMBER WHO HAS A CONFLICT OF INTEREST ACT IN A MANNER CONSISTENT WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD CHAIR ALONG WITH OTHER BOARD MEMEBERS REVIEWS AND DETERMINES COMPENSATION FOR THE PRESIDENT/CEO. THE PRESIDENT/CEO DETERMINES COMPENSATION FOR OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE TOLEDO ALLIANCE FOR THE PERFORMING ARTS MAKES AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. THE ANNUAL AUDIT IS AVAILABLE TO ALL DONORS UPON REQUEST. |
| PART XII, LINE 2C EXPLANATION | THERE HAS BEEN NO CHANGE TO THE PROCESS FROM THE PRIOR YEAR. |