TOLEDO ALLIANCE FOR THE PERFORMING ARTS: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TOLEDO ALLIANCE FOR THE PERFORMING ARTS (EIN 34-4005365)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-14
- IRS object ID
- 201601059349300735
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-14T13:30:55-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 5555 AIRPORT HWY STE 200 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 ORCHESTRA ASSOCIATION INC | 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 | 43624 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN CARROLL WHITE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4193216890 | PhoneNum |
| Signature | 2016-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRIS C BOTTLES CPA | PreparerPersonNm |
| PTIN | P00446965 | PTIN |
| Phone | 4198658118 | PhoneNum |
| Preparation | 2016-04-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN CARROLL WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 PARKWOOD AVENUE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,526,755 | 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 ORCHESTRA ASSOCIATION, INC. EXISTS TO SUSTAIN A WORKING COMMUNITY OF MUSICAL ARTISTS IN OUR AREA WHO PERPETUATE THE EXPERIENCE OF SUPERB MUSICAL PERFORMANCES AND CONTINUOUS MUSICAL EDUCATION FOR ALL PEOPLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 285 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,446,129 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,677,242 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,769,935 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,750,321 | CYProgramServiceRevenueAmt |
| PY Investment Income | $525,610 | PYInvestmentIncomeAmt |
| CY Investment Income | $525,196 | CYInvestmentIncomeAmt |
| PY Other Revenue | $108,651 | PYOtherRevenueAmt |
| CY Other Revenue | $97,445 | CYOtherRevenueAmt |
| PY Total Revenue | $5,850,325 | PYTotalRevenueAmt |
| CY Total Revenue | $6,050,204 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,425 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,560 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,667,247 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,670,449 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $29,920 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $26,490 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $207,723 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,652,701 | PYOtherExpensesAmt |
| CY Other Expenses | $1,833,874 | CYOtherExpensesAmt |
| PY Total Expenses | $5,363,293 | PYTotalExpensesAmt |
| CY Total Expenses | $5,547,373 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $487,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $502,831 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,225,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,456,503 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,408,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,158,073 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,816,275 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,298,430 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUSTAIN A WORKING COMMUNITY OF MUSICAL ARTISTS WHO PERPETUATE THE EXPERIENCE OF SUPERB MUSICAL PERFORMANCES AND CONTINUOUS MUSICAL EDUCATION FOR ALL PEOPLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,688,999 | ExpenseAmt |
| Grant | $16,560 | GrantAmt |
| Revenue | $1,750,321 | RevenueAmt |
| Desc | DURING THE 2014/2015 SEASON, THE 71ST SEASON OF THE TOLEDO SYMPHONY, AUDIENCES OF ALL AGES ACROSS NORTHWEST OHIO AND SOUTHEAST MICHIGAN WERE OFFERED THE MUSICAL BENEFITS OF A RESIDENT PROFESSIONAL ORCHESTRA. ONCE AGAIN, AUDIENCES OF 250,000 EXPERIENCED HUNDREDS OF MUSICAL PRESENTATIONS OF ALL SIZES.THE FY15 OPERATING BUDGET WAS BALANCED (WITH A SLIGHT SURPLUS), DUE TO ENDOWMENT SUPPORT. THIS SUCCESSFUL SEASON WAS A CHARACTERISTIC SEASON DURING WHICH THE ORCHESTRA'S EXTRAORDINARY MUSICAL ABILITIES, PERFORMANCE FLEXIBILITY AND COLLABORATIVE STRENGTH ADDED ENLIGHTENING EDUCATIONAL AND CULTURAL EXPERIENCES OF ALL SHAPES AND SIZES TO THE PERFORMING ARTS OF THE REGION. AMONG OFFSTAGE ACTIVITIES, THE FOLLOWING DESERVE COMMENT. IT IS WIDELY DOCUMENTED THAT THE STUDY OF MUSIC AND THE DEVELOPMENT OF MUSIC SKILLS, RESULTS IN A MEASURABLE DEGREE OF SCHOLASTIC ACHIEVEMENT, AND PERSONAL DEVELOPMENT PARTICULARLY FOR YOUNG PEOPLE. AS TEACHERS, TSO MUSICIANS ARE FULLY INVOLVED IN PRIVATE INSTRUCTION AND ACTIVE IN THE EDUCATIONAL VITALITY OF THREE YOUTH ORCHESTRAS WHICH SERVE ABOUT 250 STUDENTS ANNUALLY FROM 60 DIFFERENT SCHOOLS. THE EDUCATIONAL AND MUSICAL EXPERIENCES OF STUDENTS IN THE YOUTH ORCHESTRAS PROGRAM HAVE BEEN STRENGTHENED SIGNIFICANTLY THROUGH THE REGULAR PRESENCE OF PROFESSIONALS IN CLINICS AND MASTER CLASSES.SYMPHONY MUSICIANS ALSO SERVE AS ADJUNCT FACULTY MEMBERS AT BOWLING GREEN STATE UNIVERSITY, THE UNIVERSITY OF TOLEDO, HEIDELBERG COLLEGE, THE UNIVERSITY OF MICHIGAN AND MANY OTHER SCHOOLS AND UNIVERSITIES. IN ADDITION, FOR THE YOUNGEST MUSICIANS, THE TSO SPONSORS THE TOLEDO SYMPHONY SCHOOL OF MUSIC FOR INSTRUCTION AVAILABLE AT AGE 3 AND OLDER IN THE SUZUKI METHOD FOR PIANO, VIOLIN, CELLO, FLUTE AND HARP. IN ADDITION TO PRESENTATIONS OF CLASSICAL MASTERWORKS AND POPULAR MUSIC, THE ORCHESTRA ANNUALLY PERFORMS A SERIES OF CONCERTS IN CHURCHES ACROSS THE GREATER TOLEDO AREA, AND EXTENDS THIS PERFORMANCE SERVICE TO NEARLY 20 REGIONAL CONCERTS IN OHIO, MICHIGAN AND INDIANA OVER THE COURSE OF ANY GIVEN YEAR.GOVERNED BY A VOLUNTEER BOARD OF 38 TRUSTEES, THE TSO HAS A STAFF COMPLEMENT OF 20 FT/PT EMPLOYEES. THE OPERATING BUDGET OF $5.6 MILLION REFLECTS EARNED REVENUE, ENDOWMENT DISTRIBUTIONS AND CONTRIBUTED INCOME. | Desc |
| Total Program Service Expenses | $4,688,999 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 65 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 285 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| 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 | 43624 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| RICHARD P ANDERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM F BUCKLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK JACOBS | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RANDY OOSTRA | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GEORGE CHAPMAN | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FREDRICK I YOCUM | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAM HERSHBERGER | ||||||
| VICE TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELAINE CANNING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARA JANE DEHOFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC S FANKHAUSER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH E HILEMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTICE G JOHNSON JR | ||||||
| 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 | |
| ROBERT LACLAIR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARRYL R LIPPMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD S MADIGAN MD | ||||||
| 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 | |
| DOUGLAS NECKERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH O'HARA | ||||||
| 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 | |
| RONALD RYBARCZYK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BENNETT ROMANOFF MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT P SCHLATTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID A SNAVELY | ||||||
| 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 | |
| ANDREW W STUART | ||||||
| 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 | |
| MICHAEL R WILCOX | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH ZERBEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL ALDER PHD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA J BROWN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN CARROLL WHITE | ||||||
| PRESIDENT & CEO | 40.00 | $101,276 | $0 | $10,455 | Yes (X) | |
| RANDI DIER | ||||||
| VP FINANCE | 40.00 | $67,659 | $0 | $4,021 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $168,935 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,476 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEFAN SANDERLING | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 60TH ST | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MUSIC DIRECTOR | ServicesDesc |
| Compensation | $123,600 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $6,600 | MembershipDuesAmt |
| Fundraising | $9,605 | FundraisingAmt |
| Government Grants | $98,140 | GovernmentGrantsAmt |
| All Other Contributions | $3,562,897 | AllOtherContributionsAmt |
| Noncash Contributions | $30,083 | NoncashContributionsAmt |
| Total Contributions | $3,677,242 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711300 | $1,717,611 | $1,717,611 |
| PROGRAM ADVERTISING | 711300 | $32,710 | $32,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,750,321 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $371,808 | TotalRevenueColumnAmt |
| Exclusion | $371,808 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,613,464 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,460,076 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $153,388 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,388 | TotalRevenueColumnAmt |
| Exclusion | $153,388 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,361 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,605 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $16,475 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,886 | TotalRevenueColumnAmt |
| Exclusion | $32,886 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $64,559 | TotalRevenueColumnAmt |
| Exclusion | $64,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,559 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,050,204 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,750,321 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $622,641 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,560 | TotalAmt |
| Program Services | $16,560 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,662 | TotalAmt |
| Management And General | $187,662 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,855,372 | TotalAmt |
| Program Services | $2,712,471 | ProgramServicesAmt |
| Management And General | $58,036 | ManagementAndGeneralAmt |
| Fundraising | $84,865 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,692 | TotalAmt |
| Program Services | $350,717 | ProgramServicesAmt |
| Management And General | $37,703 | ManagementAndGeneralAmt |
| Fundraising | $14,272 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,723 | TotalAmt |
| Program Services | $177,671 | ProgramServicesAmt |
| Management And General | $42,122 | ManagementAndGeneralAmt |
| Fundraising | $4,930 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,490 | TotalAmt |
| Fundraising | $26,490 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,220 | TotalAmt |
| Program Services | $71,859 | ProgramServicesAmt |
| Management And General | $84,361 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,882 | TotalAmt |
| Program Services | $197,882 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,382 | TotalAmt |
| Program Services | $42,628 | ProgramServicesAmt |
| Management And General | $29,139 | ManagementAndGeneralAmt |
| Fundraising | $53,615 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,382 | TotalAmt |
| Program Services | $18,382 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,748 | TotalAmt |
| Program Services | $187,393 | ProgramServicesAmt |
| Management And General | $91,355 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,026 | TotalAmt |
| Program Services | $94,604 | ProgramServicesAmt |
| Management And General | $10,422 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501 | TotalAmt |
| Management And General | $501 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,227 | TotalAmt |
| Program Services | $56,252 | ProgramServicesAmt |
| Management And General | $15,975 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,721 | TotalAmt |
| Program Services | $14,497 | ProgramServicesAmt |
| Management And General | $16,224 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GUEST ARTISTS | $344,788 | $344,788 | |
| MISCELLANEOUS | $120,645 | $86,158 | $34,487 |
| PROGRAMS AND BROCHURES | $117,786 | $117,786 | |
| EQUIPMENT RENTAL AND MA | $72,773 | $53,693 | $19,080 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,793 | TotalAmt |
| Program Services | $145,658 | ProgramServicesAmt |
| Management And General | $23,584 | ManagementAndGeneralAmt |
| Fundraising | $23,551 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,547,373 | TotalAmt |
| Program Services | $4,688,999 | ProgramServicesAmt |
| Management And General | $650,651 | ManagementAndGeneralAmt |
| Fundraising | $207,723 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,150 | BOYAmt |
| EOY | $1,029,657 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $975,060 | BOYAmt |
| EOY | $355,390 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,040 | BOYAmt |
| EOY | $867,157 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,275 | BOYAmt |
| EOY | $26,222 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,805 | BOYAmt |
| EOY | $59,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,401,597 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,145,704 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,352 | BOYAmt |
| EOY | $255,893 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,292,336 | BOYAmt |
| EOY | $18,749,561 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,133 | BOYAmt |
| EOY | $112,794 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,225,151 | BOYAmt |
| EOY | $21,456,503 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,724 | BOYAmt |
| EOY | $523,198 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,152 | BOYAmt |
| EOY | $634,875 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,408,876 | BOYAmt |
| EOY | $1,158,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,567,757 | BOYAmt |
| EOY | $12,600,184 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,665 | BOYAmt |
| EOY | $1,768,393 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,909,853 | BOYAmt |
| EOY | $5,929,853 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,816,275 | BOYAmt |
| EOY | $20,298,430 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,225,151 | BOYAmt |
| EOY | $21,456,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $502,831 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$20,676 | 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) |
|---|---|---|
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,685,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,025,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,378,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,446,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,677,242 | CurrentTaxYearAmt |
| Total | $15,212,946 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,685,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,025,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,378,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,446,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,677,242 | CurrentTaxYearAmt |
| Total | $15,212,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,815,219 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,397,727 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $327,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $329,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $358,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $311,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $371,808 | CurrentTaxYearAmt |
| Total | $1,698,533 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,559 | CurrentTaxYearAmt |
| Total | $271,904 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,183,383 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,902,760 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67020 | 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 | $18,750,247 | BeginningYearBalanceAmt |
| Contributions | $757,616 | ContributionsAmt |
| Investment Earnings Or Losses | $503,606 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,257,447 | OtherExpendituresAmt |
| Administrative Expenses | $53,522 | AdministrativeExpensesAmt |
| End Year Balance | $18,700,500 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,300,236 | BeginningYearBalanceAmt |
| Contributions | $1,449,696 | ContributionsAmt |
| Investment Earnings Or Losses | $2,580,549 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,526,850 | OtherExpendituresAmt |
| Administrative Expenses | $53,384 | AdministrativeExpensesAmt |
| End Year Balance | $18,750,247 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,854,060 | BeginningYearBalanceAmt |
| Contributions | $594,737 | ContributionsAmt |
| Investment Earnings Or Losses | $1,833,930 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,930,041 | OtherExpendituresAmt |
| Administrative Expenses | $52,450 | AdministrativeExpensesAmt |
| End Year Balance | $16,300,236 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,777,711 | BeginningYearBalanceAmt |
| Contributions | $680,073 | ContributionsAmt |
| Investment Earnings Or Losses | $144,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,714,743 | OtherExpendituresAmt |
| Administrative Expenses | $33,781 | AdministrativeExpensesAmt |
| End Year Balance | $15,854,060 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,503,230 | BeginningYearBalanceAmt |
| Contributions | $497,419 | ContributionsAmt |
| Investment Earnings Or Losses | $2,678,667 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,867,010 | OtherExpendituresAmt |
| Administrative Expenses | $34,595 | AdministrativeExpensesAmt |
| End Year Balance | $16,777,711 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.67000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31000 | 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 | $19,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,249 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $874,847 | OtherCostOrOtherBasisAmt |
| Depreciation | $694,143 | DepreciationAmt |
| Book Value | $180,704 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $507,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $432,312 | DepreciationAmt |
| Book Value | $75,189 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $255,893 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,029,528 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$20,676 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$20,676 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,050,204 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,050,204 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,547,373 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,547,373 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,547,373 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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. |
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
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLAR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 N MILWAUKEE ST 5TH FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $67,891 | GrossReceiptsAmt |
| Retained By Contractor | $26,490 | RetainedByContractorAmt |
| Net To Organization | $41,401 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $67,891 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $26,490 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $41,401 | TotalNetToOrganizationAmt |
| Licensed States | OH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TOLEDO SYMPHONY LEAGUE GALA | Event1Nm |
| Gross Receipts Event1 | $21,157 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,605 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,552 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,922 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $525 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $971 | OtherDirectExpensesEvent1Amt |
| Event2 | PURSE AUCTION & STYLE SHOW | Event2Nm |
| Gross Receipts Event2 | $11,227 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,227 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,376 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $606 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $26,581 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $26,581 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,200 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $5,383 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,491 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $58,965 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,605 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,360 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,200 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,681 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $525 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,068 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,474 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $32,886 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OH | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MERIT BASED SCHOLARSHIPS FOR MEMBERS OF THE TOLEDO YOUTH ORCHESTRA AND THE TOLEDO JUNIOR YOUTH ORCHESTRA | 35 | $11,060 |
| SUMMER STUDY GRANTS FOR TSO MUSICIANS | 3 | $2,000 |
| SCHOLARSHIP FOR WINNER OF YOUNG ARTIST COMPETITION | 3 | $1,500 |
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 ALWAYS FOR $500 OR LESS AND 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,083 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A BROKERAGE FIRM TO SELL ALL PUBLICLY TRADED SECURITIES IMMEDIATELY UPON RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE, THE PRESIDENT, AND THE TREASURER OF THE BOARD. THE RETURN IS THEN PRESENTED TO THE FINANCE COMMITTEE FOR APPROVAL. THE 990 IS MADE AVAILABLE IN MULTIPLE FORMATS 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 | A COMPENSATION COMMITTEE REVIEWS AND DETERMINES COMPENSATION FOR THE PRESIDENT/CEO. THE PRESIDENT DETERMINES COMPENSATION FOR OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE TOLEDO ORCHESTRA ASSOCIATION 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. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE TO THE PROCESS FROM THE PRIOR YEAR. |