TOLEDO ALLIANCE FOR THE PERFORMING ARTS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TOLEDO ALLIANCE FOR THE PERFORMING ARTS (EIN 34-4005365)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-29
- IRS object ID
- 201210899349301096
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-29T17:55:50-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPILMAN HILLS & HEIDEBRINK LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 AIRPORT HWY STE 200 | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 436157320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344005365 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOLEDO ORCHESTRA ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TOLE | NameControl |
| Phone | 4192411272 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 PARKWOOD AVENUE | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43624 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN CARROLL | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 4193216890 | Phone |
| Date Signed | 2012-03-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN S HILLS | Name |
| Phone | 4198658118 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHLEEN CARROLL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 PARKWOOD AVENUE | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43624 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7840100 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TOLEDOSYMPHONY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 50 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 50 | NbrIndependentVotingMembers |
| Total Nbr Employees | 257 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2810506 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1685378 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1772132 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1944345 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 357886 | InvestmentIncomePriorYear |
| Investment Income Current Year | 419087 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 54963 | OtherRevenuePriorYear |
| Other Revenue Current Year | 159465 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4995487 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4208275 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19600 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 19625 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4102812 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4062607 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 48614 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 44560 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 208874 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1581100 | OtherExpensePriorYear |
| Other Expenses Current Year | 1729953 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5752126 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5856745 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -756639 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1648470 | RevenuesLessExpensesCY |
| Total Assets BOY | 17774733 | TotalAssetsBOY |
| Total Assets EOY | 18291171 | TotalAssetsEOY |
| Total Liabilities BOY | 1890779 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1784846 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15883954 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16506325 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SUSTAIN A WORKING COMMUNITY OF MUSICAL ARTISTS WHO PERPETUATE THE EXPERIENCE OF SUPERB MUSICAL PERFORMANCES AND CONTINUOUS MUSICAL EDUCATION FOR ALL PEOPLE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4920816 | Expense |
| Grants | 19625 | Grants |
| Revenue | 1944345 | Revenue |
| Description | THE TOLEDO SYMPHONY AND THE COMMUNITY OF NORTHWEST OHIO CELEBRATED A MILESTONE YEAR IN 2011 WITH THE SUCCESSFUL COMPLETION OF THE ROAD TO CARNEGIE HALL, AN EVENT WHICH CULMINATED IN THE ORCHESTRA'S DEBUT PERFORMANCE ON THIS STORIED STAGE IN THE PRESENCE OF 1,400 TOLEDO SYMPHONY FRIENDS WHO TRAVELED TO NEW YORK CITY TO PARTICIPATE IN THE EVENT. IT WAS A MOMENT OF GREAT PRIDE FOR THE ENTIRE COMMUNITY. THE COMMUNITY'S GENEROUS SUPPORT WAS CRITICAL TO THE PROJECT'S ARTISTIC SUCCESS.DURING THIS TIME THE TOLEDO SYMPHONY ENDED THE FISCAL PERIOD WITH A BALANCED BUDGET MADE POSSIBLE BY INCREASED REVENUE FROM TICKET SALES AND AN OUTPOURING OF SUPPORT FOR THE CARNEGIE APPEARANCE FROM ALL SECTORS OF THE REGION. THE ABILITY OF THE TOLEDO SYMPHONY TO TAKE ON SUCH A SUCCESSFUL VENTURE DEMONSTRATES THE COLLABORATIVE ABILITIES OF THE ORGANIZATION WHICH HAVE BEEN DEVELOPED OVER DECADES. THESE WELL-HONED SKILLS THAT EARN OUR NOTEWORTHY REPUTATION FOR "PLAYING WELL WITH OTHERS" ARE NOT LIMITED TO THE PERFORMANCE OF MUSIC. AS ONE OHIO ARTS COUNCIL REPORT NOTED: "THE TOLEDO SYMPHONY IS EMBEDDED IN ITS COMMUNITY (WITH A RECORD FOR SERVICE) LIKE NO OTHER AMERICAN ORCHESTRA." THE SYMPHONY USES MUSIC'S UNIQUE ABILITY TO BRING PEOPLE TOGETHER FOR SHARED EXPERIENCE. THIS ADVANCES AND SUSTAINS THE ORGANIZATION'S TWOFOLD MISSION OF ARTISTIC QUALITY AND COMMUNITY SERVICE. HERE ARE JUST A FEW EXAMPLES OF RECENT PERFORMANCE COLLABORATIONS:IN PARTNERSHIP WITH THE TOLEDO MUSEUM OF ART, RENOWNED SPANISH PAINTER, FELIX DE LA CONCHA, JOINED THE TOLEDO SYMPHONY FOR A UNIQUE PRODUCTION OF MUSIC "PICTURES AT AN EXHIBITION" AND SIMULTANEOUS PORTRAITURE INSPIRED BY THE PERFORMANCE.IN THE CLOSING WEEKS OF 2011, TOLEDO SYMPHONY MUSICIANS PERFORMED CONCERTS IN DOZENS OF VENUES ACROSS NORTHWEST OHIO AND SOUTHEAST MICHIGAN, BUILDING MORE COHESIVE NEIGHBORHOODS THROUGH MUSICAL EXPERIENCES AND BRIDGING THE DIFFERENCES BETWEEN PEOPLE OF DIFFERENT ETHNIC, RACIAL, OR CLASS BACKGROUNDS. ARTISTIC PARTNERSHIPS WITH THE TOLEDO OPERA, TOLEDO BALLET, AND TOLEDO CHORAL SOCIETY SUSTAIN REVERED FAMILY TRADITIONS.THE TOLEDO SYMPHONY IS ALSO ACTIVE AS AN ATTRACTIVE PARTNER IN BUILDING A PROGRESSIVE ECONOMIC FUTURE FOR OUR REGION. IN CONCERT WITH THE MAYOR OF THE CITY OF TOLEDO AND BUSINESS PEOPLE FROM ACROSS OUR REGION, ENSEMBLES PRESENT MINI-PERFORMANCES TO INTRODUCE VISITING GUESTS TO PERFORMING ARTS AND OTHER CULTURAL ASSETS - USING THE ORCHESTRA'S ABILITY TO BUILD BRIDGES OF MUSIC THAT CAN CONNECT PEOPLE TO ONE ANOTHER. IN YOUTH ORCHESTRAS ACROSS THE COUNTRY, PASSION AND PEDAGOGY COME TOGETHER TO CREATE THE MUSICIANS AND MUSIC LOVERS OF THE FUTURE. SEVERAL YEARS AGO THE SYMPHONY EXPANDED SIGNIFICANTLY ITS SUPPORT OF MUSIC FOR HIGH SCHOOL STUDENTS, AND SUBSEQUENTLY STUDENTS BEGINNING IN GRADE 5. JOINING FORCES WITH THE TOLEDO PUBLIC SCHOOLS AND THE TOLEDO MUSEUM OF ART THE SYMPHONY TOOK RESPONSIBILITY FOR THE ARTISTIC DIRECTION AND MANAGEMENT OF ALL ASPECTS OF THE 63-YEAR-OLD TOLEDO YOUTH ORCHESTRA. SINCE THAT TIME, THE NUMBER OF STUDENTS SERVED HAS GROWN FROM UNDER 100 TO 250, REPRESENTING A ROSTER OF MORE THAN 60 AREA SCHOOLS, WHO PARTICIPATE IN ONE OF FOUR ENSEMBLES. THE EDUCATIONAL AND MUSICAL EXPERIENCE OF STUDENTS IN THE YOUTH ORCHESTRAS PROGRAM HAS BEEN STRENGTHENED SIGNIFICANTLY THROUGH THE REGULAR PRESENCE OF PROFESSIONALS IN CLINICS AND MASTER CLASSES. A PROFESSOR FROM BOWLING GREEN STATE UNIVERSITY WITH OUTSTANDING CREDENTIALS JOINED THE TOLEDO SYMPHONY CONDUCTING STAFF AS MUSIC DIRECTOR OF THE YOUTH ORCHESTRAS PROGRAM WITH RESPONSIBILITY FOR ITS ARTISTIC DIRECTION, REHEARSALS, AND CONDUCTING. ADDITIONALLY, THE PROGRAM BENEFITS FROM COUNSEL PROVIDED BY AN ADVISORY COMMITTEE OF TOLEDO SYMPHONY MUSICIANS, MANY OF WHOM CREDIT PERSONAL YOUTHFUL EXPERIENCES IN ORCHESTRAS AS BEING CRITICAL TO THEIR DEVELOPMENT AS MUSICIANS. THE TOLEDO PUBLIC SCHOOLS, UNTIL 2008 SOLELY RESPONSIBLE FOR YOUTH ORCHESTRA ACTIVITIES, IS BOLSTERED BY THE NEW LEADERSHIP TEAM OF THE YOUTH ORCHESTRAS PROGRAM. THOSE RECEIVING THE GREATEST BENEFIT ARE YOUNGSTERS FROM ACROSS NORTHWEST OHIO.WITH THE SYMPHONY'S PARTNERSHIP, THE YOUTH ORCHESTRAS PROGRAM WILL CONTINUE TO RAISE THE BAR FOR MUSICAL EXCELLENCE, EXPANDING THE QUALITY OF PERFORMANCES AND THE LEVEL OF INDIVIDUAL ACHIEVEMENT. THESE IN TURN HAVE GREAT IMPACT ON THE PUBLIC APPRECIATION OF MUSIC, THE STUDY OF WHICH HAS LASTING VALUE ON STUDENT ACADEMIC ACHIEVEMENT.THE TOLEDO SYMPHONY IS COMMITTED TO PROVIDING ACCESS TO PERFORMANCES AND MUSIC EDUCATION FOR ALL WHO ARE INTERESTED REGARDLESS OF ECONOMIC RESOURCES. THE ANDERSONS FAMILY ACCESS PROGRAM PROVIDES TICKETS TO FAMILY SERIES CONCERTS FOR FAMILIES SERVED BY THE UNITED WAY. STUDENT RUSH TICKETS ARE AVAILABLE ONE-HOUR BEFORE PERFORMANCES AND SCHOLARSHIPS ARE AVAILABLE FOR YOUTH ORCHESTRAS PROGRAM FEES AND MUSIC LESSONS. EDUCATION AND COMMUNITY PROGRAMS AND CONCERTS ARE HELD IN SCHOOLS, NEIGHBORHOOD CHURCHES, PERFORMING ARTS CENTERS, AND COMMUNITY FACILITIES THROUGHOUT THE REGION; MANY ARE OFFERED AT NO CHARGE OR PROVIDED AT A REDUCED FEE. AUDIENCES NEARING 300,000 ANNUALLY ATTEND NEARLY 400 PERFORMANCES OF ALL SIZES PRESENTED BY THE MUSICIANS OF THE TOLEDO SYMPHONY. 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 YEAR. FORMED IN 1943 AS THE FRIENDS OF MUSIC AND INCORPORATED IN 1951 AS THE TOLEDO ORCHESTRA ASSOCIATION, INC., THE TOLEDO SYMPHONY HAS GROWN FROM A CORE GROUP OF TWENTY-TWO PART-TIME MUSICIANS TO A REGIONAL ORCHESTRA THAT EMPLOYS NEARLY EIGHTY PROFESSIONAL MUSICIANS WHO CONSIDER THE TOLEDO SYMPHONY THEIR PRIMARY EMPLOYER, AS WELL AS NUMEROUS EXTRA PLAYERS ANNUALLY AS REPERTOIRE DEMANDS. THE SERIES CONCERTS (CLASSICS, POPS, CHAMBER, MOZART & MORE, AND FAMILY SERIES) ARE THE CRITICAL UNDERPINNING OF THE ORCHESTRA'S ARTISTIC MISSION AND REGULARLY DRAW PEOPLE FROM 135 POSTAL ZIP CODES. GOVERNED BY A VOLUNTEER BOARD OF 65 TRUSTEES, THE TOLEDO SYMPHONY HAS A STAFF COMPLEMENT OF 20 OF WHICH HALF ARE PART TIME MUSICIANS WHO INFLUENCE DAILY THE INCLUSIVE NATURE OF THE ASSOCIATION. THE BUDGET OF NEARLY $6 MILLION IS MADE UP OF EARNED, CONTRIBUTED AND DRAW ON ENDOWMENT. PLANS TO EXPAND SIGNIFICANTLY THE ENDOWMENT RESOURCE ARE BEING DEVELOPED CURRENTLY IN RECOGNITION OF CRITICAL NEED SUSTAINED FINANCIAL STABILIZATION. | Description |
| Total Program Service Expense | 4920816 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 257 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 50 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 50 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDI DIER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4194180035 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 PARKWOOD AVENUE | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43624 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (53 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ERIC S FANKHAUSER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEBOW FREED | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT C HELMER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAM HERSHBERGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KENNETH E HILEMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES A HOFFMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HOWARD S MADIGAN MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| C ALLEN MCCONNELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RONALD A MCMASTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HERBERT METZGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVEN L MICKUS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH D NAPOLI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH O'HARA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RANDY OOSTRA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JONATHAN ORSER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN S SZUCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL H THAMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS I WEBB JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL R WILCOX | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY WOLFE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH ZERBEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRISTA E ADAMS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS E BRADY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRIAN BUCHER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELAINE CANNING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAROL A CARTWRIGHT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE CHAPMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SARA JANE DEHOFF | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANK D JACOBS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE M JONES III | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID A KATZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DONALD H KINCADE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES E KLINE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HARLEY KRIPKE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH H LEMIEUX | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DARRYL R LIPPMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK PIETRYKOWSKI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARNA RAMNATH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK E RIDENOUR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAROLYN SAUDER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT P SCHLATTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID A SNAVELY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SHARON S SPEYER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN B SPITZER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANDREW W STUART | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN CARROLL | ||||||
| PRESIDENT & CEO | 40.00 | 114211 | 0 | 12519 | X | |
| RANDI DIER | ||||||
| VP FINANCE | 40.00 | 71342 | 0 | 5153 | X | |
| RICHARD P ANDERSON | ||||||
| CHAIRMAN | 1.00 | 0 | 0 | 0 | X | |
| THOMAS SCHMIDT | ||||||
| VICE CHAIR | 1.00 | 0 | 0 | 0 | X | |
| WILLIAM F BUCKLEY | ||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | |
| FREDRICK I YOCUM | ||||||
| VICE TREASURER | 1.00 | 0 | 0 | 0 | X | |
| JUSTICE G JOHNSON JR | ||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | |
| ROBERT BELL | ||||||
| PRESIDENT EMERITUS/CHIEF ARTISTIC OFFICER | 40.00 | 684742 | 0 | 87357 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 870295 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 105029 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEFAN SANDERLING | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 60TH ST | AddressLine1 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 33705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONDUCTOR | DescriptionOfServices |
| Compensation | 100750 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 7790 | MembershipDues |
| Fundraising Events | 728 | FundraisingEvents |
| Government Grants | 50871 | GovernmentGrants |
| All Other Contributions | 1625989 | AllOtherContributions |
| Noncash Contributions | 25000 | NoncashContributions |
| Total Contributions | 1685378 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 711300 | 1893650 | 1893650 |
| PROGRAM ADVERTISING | 711300 | 50695 | 50695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1944345 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 327862 | TotalRevenueColumn |
| Exclusion | $327,862 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3645599 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3554374 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 91225 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91225 | TotalRevenueColumn |
| Exclusion | $91,225 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 103154 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 728 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 43942 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59212 | TotalRevenueColumn |
| Exclusion | $59,212 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 87300 | GrossIncomeGaming |
| Gaming Direct Expenses | 33509 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53791 | TotalRevenueColumn |
| Exclusion | $53,791 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 46462 | TotalRevenueColumn |
| Exclusion | $46,462 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 46462 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4208275 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1944345 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $578,552 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19625 | Total |
| Program Services | 19625 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350570 | Total |
| Program Services | 128156 | ProgramServices |
| Management And General | 222414 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2980106 | Total |
| Program Services | 2808066 | ProgramServices |
| Management And General | 81692 | ManagementAndGeneral |
| Fundraising | 90348 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468127 | Total |
| Program Services | 401219 | ProgramServices |
| Management And General | 61400 | ManagementAndGeneral |
| Fundraising | 5508 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263804 | Total |
| Program Services | 213121 | ProgramServices |
| Management And General | 46290 | ManagementAndGeneral |
| Fundraising | 4393 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44560 | Total |
| Fundraising | 44560 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152773 | Total |
| Program Services | 58330 | ProgramServices |
| Management And General | 71125 | ManagementAndGeneral |
| Fundraising | 23318 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202989 | Total |
| Program Services | 202989 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98878 | Total |
| Program Services | 60345 | ProgramServices |
| Management And General | 28557 | ManagementAndGeneral |
| Fundraising | 9976 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277328 | Total |
| Program Services | 202349 | ProgramServices |
| Management And General | 74979 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117099 | Total |
| Program Services | 107814 | ProgramServices |
| Management And General | 9285 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15512 | Total |
| Management And General | 15512 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84916 | Total |
| Program Services | 50106 | ProgramServices |
| Management And General | 34810 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22218 | Total |
| Program Services | 10713 | ProgramServices |
| Management And General | 11505 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| GUEST ARTISTS | 266243 | 266243 | |
| PROGRAMS AND BROCHURES | 162776 | 162776 | |
| MUSIC & LIBRARY | 64975 | 64975 | |
| EQUIPMENT RENTAL AND MA | 60112 | 39474 | 20638 |
| MISCELLANEOUS | 47034 | 27160 | 19874 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157100 | Total |
| Program Services | 97355 | ProgramServices |
| Management And General | 28974 | ManagementAndGeneral |
| Fundraising | 30771 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5856745 | Total |
| Program Services | 4920816 | ProgramServices |
| Management And General | 727055 | ManagementAndGeneral |
| Fundraising | 208874 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496108 | BOY |
| EOY | 296292 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1744244 | BOY |
| EOY | 1800568 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1101394 | BOY |
| EOY | 316963 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50739 | BOY |
| EOY | 118271 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2071 | BOY |
| EOY | 2071 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92194 | BOY |
| EOY | 78804 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1307927 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 890426 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 476424 | BOY |
| EOY | 417501 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9448275 | BOY |
| EOY | 11159895 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4240178 | BOY |
| EOY | 4006774 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123106 | BOY |
| EOY | 94032 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17774733 | BOY |
| EOY | 18291171 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 944246 | BOY |
| EOY | 757382 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 593397 | BOY |
| EOY | 647328 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 353136 | BOY |
| EOY | 380136 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1890779 | BOY |
| EOY | 1784846 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -453638 | BOY |
| EOY | -438888 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10508280 | BOY |
| EOY | 11095360 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5829312 | BOY |
| EOY | 5849853 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15883954 | BOY |
| EOY | 16506325 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17774733 | BOY |
| EOY | 18291171 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1648470 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2270841 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6685935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3867814 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3529979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2810506 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1685378 | CurrentTaxYear |
| Total | 18579612 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6685935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3867814 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3529979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2810506 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1685378 | CurrentTaxYear |
| Total | 18579612 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4005141 | AmountsSubstContributorsTotal |
| Public Support Total170 | 14574471 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 224454 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 527023 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 389072 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 351872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 327862 | CurrentTaxYear |
| Total | 1820283 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18102 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26324 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29690 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46462 | CurrentTaxYear |
| Total | 137926 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20537821 | TotalSupport |
| Gross Receipts From Admissions Etc | 9830122 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70960 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15503230 | BeginningOfYearBalance |
| Contributions | 497419 | Contributions |
| Investment Earnings Or Losses | 2678667 | InvestmentEarningsOrLosses |
| Other Expenditures | 1867010 | OtherExpenditures |
| Administrative Expenses | 34595 | AdministrativeExpenses |
| End Of Year Balance | 16777711 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13899325 | BeginningOfYearBalance |
| Contributions | 848242 | Contributions |
| Investment Earnings Or Losses | 2151552 | InvestmentEarningsOrLosses |
| Other Expenditures | 1363292 | OtherExpenditures |
| Administrative Expenses | 32597 | AdministrativeExpenses |
| End Of Year Balance | 15503230 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16241361 | BeginningOfYearBalance |
| Contributions | 1307098 | Contributions |
| Investment Earnings Or Losses | -2198791 | InvestmentEarningsOrLosses |
| Other Expenditures | 1422143 | OtherExpenditures |
| Administrative Expenses | 28200 | AdministrativeExpenses |
| End Of Year Balance | 13899325 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.54000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.45000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19249 | OtherCostOrOtherBasis |
| Depreciation | 17938 | Depreciation |
| Book Value | 1311 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 854303 | OtherCostOrOtherBasis |
| Depreciation | 547163 | Depreciation |
| Book Value | 307140 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 434375 | OtherCostOrOtherBasis |
| Depreciation | 325325 | Depreciation |
| Book Value | 109050 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 417501 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORPORATE AND GOVERNMENT OBLIGATIONS | Description |
| Book Value | 4006774 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4006774 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNSECURED BANK LINE OF CREDIT | Description |
| Amount | $380,136 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 380136 | TotalOfAmounts |
| Total Revenue | 4208275 | TotalRevenue |
| Total Expenses | 5856745 | TotalExpenses |
| Excess Or Deficit For Year | -1648470 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2270841 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2270841 | TotalAdjustments |
| Excess Or Deficit Per FS | 622371 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6479116 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2270841 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2270841 | RevenueNotRptdF990 |
| Revenue Subtotal | 4208275 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4208275 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5856745 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5856745 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5856745 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE LONG-TERM OPERATING STABILITY TO THE EXEMPT ORGANIZATION IN ORDER TO PRESERVE THE MUSICAL ASSET. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ASSOCIATION HAS EVALUATED UNCERTAIN INCOME TAX POSITIONS AND BELIEVES THERE ARE NO UNCERTAIN INCOME TAX POSITIONS OF SIGNIFICANCE THAT ARE REQUIRED TO BE RECORDED OR DISCLOSED. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLAR | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 N MILWAUKEE ST 5TH FLOOR | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 102911 | GrossReceipts |
| Amount Retained By Contractor | 44560 | AmountRetainedByContractor |
| Net To Organization | 58351 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 102911 | TotalGrossReceipts |
| Total Retained By Contractors | 44560 | TotalRetainedByContractors |
| Total Net To Organization | 58351 | TotalNetToOrganization |
| Licensed States | OH | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 31644 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 240 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 31404 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 8708 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1443 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DINNER MUSIC | NameOfEvent2 |
| Gross Receipts Event2 | 44550 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 44550 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 19327 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 2060 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 4202 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 11 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 27688 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 488 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 27200 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 235 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 6178 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 200 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 1089 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 103882 | GrossReceiptsTotal |
| Charitable Contributions Total | 728 | CharitableContributionsTotal |
| Gross Revenue Total Events | 103154 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 235 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 34213 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2760 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 6734 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 43942 | DirectExpenseSummaryEvents |
| Net Income Summary | 59212 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 87300 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 25000 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 8509 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.80000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 87300 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 25000 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 8509 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 33509 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 53791 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OH | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.15000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0.85000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | RANDI DIER | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 PARKWOOD AVE | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43624 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | JULIE HEIGEL | GamingManagerNamePerson |
| Gaming Manager Compensation | 0 | GamingManagerCompensation |
| Gaming Manager Services Provided | KEPT TRACK OF TICKETS SOLD, ORGANIZED VOLUNTEERS, COORDINATED THE FINAL DRAWING AND MAINTAINED SPONSOR RELATIONSHIP WITH THE DONOR OF THE AUTOMOBILE. OVERALL SHE WAS THE CONTACT PERSON FOR ANY RAFFLE QUESTIONS. SHE PERFORMED THESE DUTIES IN ADDITION TO HER NORMAL DUTIES AS AN EMPLOYEE OF THE TOLEDO ORCHESTRA ASSOCIATION. | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| MERIT BASED SCHOLARSHIPS FOR MEMBERS OF THE TOLEDO YOUTH ORCHESTRA AND THE TOLEDO JUNIOR YOUTH ORCHESTRA | 27 | 8625 |
| TUITION ASSISTANCE | 1 | 11000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. THE WINNER OF THE SEPARATE $11,000 TUITION ASSISTANCE HAS TO VERIFY ENROLLMENT IN COLLEGE PRIOR TO RECEIPT OF THE ASSISTANCE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT BELL | NamePerson |
| Base Compensation Filing Org | 183000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 501742 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 82954 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 4403 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 772099 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 501742 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | ROBERT BELL IS PROVIDED WITH A PERSONAL MEMBERSHIP TO THE TOLEDO CLUB. HE USES THE MEMBERSHIP MOSTLY FOR BUSINESS PURPOSES, AND REIMBURSES THE TOLEDO ORCHESTRA ASSOCIATION FOR ANY PERSONAL USE EXPENSES. |
| PART I, LINE 1A | WHEN THE ORCHESTRA WAS INVITED TO PERFORM AT THE FIRST ANNUAL SPRING FOR MUSIC FESTIVAL AT CARNEGIE HALL, A CHARTER FLIGHT WAS OBTAINED FOR THE TRIP. THE FLIGHT WAS NEEDED TO TRANSPORT MEMBERS OF THE ORCHESTRA, AS WELL AS CERTAIN KEY EMPLOYEES. |
| PART I, LINE 4B | ROBERT BELL $501,742 THE ORGANIZATION HAD A NON-QUALIFIED DEFERRED COMPENSATION PROGRAM UNDER IRC SECTION 457 FOR A KEY EMPLOYEE, FUNDED BY DISCRETIONARY CONTRIBUTIONS BY THE ORGANIZATION OVER THE PAST 12 YEARS. THESE CONTRIBUTIONS WERE EXPENSED BY THE ORGANIZATION IN PRIOR YEARS (SEE COLUMN F OF SCHEDULE J, PART II), BUT BECAME TAXABLE TO THE EMPLOYEE IN FULL UPON HIS RETIREMENT IN DECEMBER 2010. THE DEFERRED COMPENSATION PLAN FUNDS WILL BE PAID OUT OVER 10 YEARS, BEGINNING IN THE CURRENT YEAR. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 EXCUSE HIM OR HERSELF FROM THE MEETING. | FORM 990, PART VI, SECTION B, LINE 12C | |
| A COMPENSATION COMMITTEE REVIEWS AND DETERMINES COMPENSATION FOR THE PRESIDENT/CEO. THE PRESIDENT DETERMINES COMPENSATION FOR OTHER KEY EMPLOYEES. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE TOLEDO ORCHESTRA ASSOCIATION MAKES AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. THE ANNUAL REPORT WAS ALSO PROVIDED TO ALL DONORS. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 2,270,841. | FORM 990, PART XI, LINE 5: |
| THE PROCESS USED HAS NOT CHANGED. | FORM 990, PART XI, LINE 2C |