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Nonprofiteer
← LOUISIANA PHILHARMONIC ORCHESTRA

Form 990 for tax year 2022

Filed by LOUISIANA PHILHARMONIC ORCHESTRA.

What the amendment changed

Compared with the return it replaced , filed 13 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$8,067,697 changed to $8,895,688
Total expenses
$8,003,339 changed to $8,033,337
Contributions and grants received
$3,466,980 changed to $4,294,971
Total assets, end of year
$3,348,783 changed to $4,459,290
Total liabilities, end of year
$1,265,807 changed to $1,578,321
Net assets or fund balances, end of year
$2,082,976 changed to $2,880,969
Program services expenses
$7,050,669 changed to $7,176,582
Management and general expenses
$795,592 changed to $640,633
Fundraising expenses
$157,078 changed to $216,122
Program service expenses (Part III)
$7,050,669 changed to $7,176,582

Totals

Total revenue
$8,895,688
Total expenses
$8,033,337
Contributions and grants received
$4,294,971
Grants paid
$0
Program service revenue
$4,526,940
Investment income
$33,779
Other revenue
$39,998
Total assets, end of year
$4,459,290
Total liabilities, end of year
$1,578,321
Net assets or fund balances, end of year
$2,880,969
Program services expenses (Part IX)
$7,176,582
Management and general expenses
$640,633
Fundraising expenses
$216,122
Program service expenses (Part III)
$7,176,582

Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $21,000

  • 1e · Government grants (contributions)

    $817,183

  • 1f · All other contributions, gifts and grants

    $3,456,788

  • 1g · Noncash contributions included above

    $79,120

  • 2a · Program service revenue: CONTRACT FEES

    total $3,111,374 · related or exempt $3,111,374

  • 2b · Program service revenue: SINGLE EVENT FEES

    total $1,032,724 · related or exempt $1,032,724

  • 2c · Program service revenue: SUBSCRIPTION FEES

    total $355,034 · related or exempt $355,034

  • 2d · Program service revenue: REFUNDS AND RELOCATION

    total $15,418 · related or exempt $15,418

  • 2e · Program service revenue: PERFORMANCE LICENSE FE

    total $12,000 · related or exempt $12,000

  • 2f · All other program service revenue

    total $390 · related or exempt $390

  • 3 · Investment income

    total $33,096 · excluded $33,096

  • 7a · Gross sales of assets other than inventory

    securities $15,171

  • 7b · Less cost or other basis and sales expenses

    securities $14,488

  • 7c · Gain or loss

    securities $683

  • 7d · Net gain or loss

    total $683 · excluded $683

  • 8a · Fundraising events: gross income

    $81,516

  • 8a · Fundraising events: contributions included on line 1c

    $21,000

  • 8b · Fundraising events: direct expenses

    $68,124

  • 8c · Net income from fundraising events

    total $13,392 · excluded $13,392

  • 11a · Other revenue: OTHER

    total $15,101 · excluded $15,101

  • 11b · Other revenue: REIMBURSEMENTS

    total $11,350 · excluded $11,350

  • 11c · Other revenue: MUSICAL SCORE FEE

    total $155 · related or exempt $155

  • 11e · Other revenue, total

    $26,606

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $496,676 · program services $447,497 · management and general $30,839 · fundraising $18,340

  • 7 · Other salaries and wages

    total $2,259,127 · program services $2,046,467 · management and general $141,032 · fundraising $71,628

  • 8 · Pension plan contributions

    total $39,957 · program services $36,847 · management and general $2,539 · fundraising $571

  • 9 · Other employee benefits

    total $593,614 · program services $534,836 · management and general $36,858 · fundraising $21,920

  • 10 · Payroll taxes

    total $251,980 · program services $227,209 · management and general $15,658 · fundraising $9,113

  • 11c · Fees: accounting

    total $84,088 · program services $82,394 · management and general $1,340 · fundraising $354

  • 11e · Fees: professional fundraising services

    total $3,840 · fundraising $3,840

  • 11g · Fees: other

    total $2,936,578 · program services $2,885,596 · management and general $49,906 · fundraising $1,076

  • 12 · Advertising and promotion

    total $122,560 · program services $106,349 · management and general $16,211

  • 13 · Office expenses

    total $39,288 · program services $26,107 · management and general $10,923 · fundraising $2,258

  • 14 · Information technology

    total $71,966 · program services $46,384 · management and general $19,407 · fundraising $6,175

  • 15 · Royalties

    total $4,946 · program services $3,188 · management and general $1,334 · fundraising $424

  • 16 · Occupancy

    total $442,674 · program services $285,636 · management and general $119,510 · fundraising $37,528

  • 17 · Travel

    total $101,473 · program services $65,402 · management and general $27,364 · fundraising $8,707

  • 19 · Conferences, conventions and meetings

    total $1,813 · program services $1,168 · management and general $489 · fundraising $156

  • 20 · Interest

    total $47,117 · program services $30,368 · management and general $12,706 · fundraising $4,043

  • 22 · Depreciation, depletion and amortization

    total $38,928 · program services $26,145 · management and general $12,783

  • 23 · Insurance

    total $101,466 · program services $65,397 · management and general $27,362 · fundraising $8,707

  • 24a · Other expenses: EQUIPMENT LEASES

    total $171,351 · program services $112,163 · management and general $46,929 · fundraising $12,259

  • 24b · Other expenses: OTHER

    total $82,309 · program services $53,970 · management and general $28,339 · fundraising $0

  • 24c · Other expenses: GOODS

    total $61,471 · program services $40,603 · management and general $16,989 · fundraising $3,879

  • 24d · Other expenses: FINANCE EXPENSE

    total $58,802 · program services $38,362 · management and general $16,050 · fundraising $4,390

  • 24e · All other expenses

    total $21,313 · program services $14,494 · management and general $6,065 · fundraising $754

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $284,340 · end of year $420,979

  • 3 · Pledges and grants receivable

    beginning of year $1,053,654 · end of year $1,502,711

  • 9 · Prepaid expenses and deferred charges

    end of year $31,576

  • 10a · Land, buildings and equipment: cost or other basis

    $1,491,057

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,217,791

  • 10c · Land, buildings and equipment, net

    beginning of year $296,008 · end of year $273,266

  • 11 · Investments: publicly traded securities

    beginning of year $241,230 · end of year $881,180

  • 15 · Other assets

    beginning of year $1,006,309 · end of year $1,349,578

  • 17 · Accounts payable and accrued expenses

    beginning of year $29,614 · end of year $36,283

  • 19 · Deferred revenue

    beginning of year $296,231 · end of year $334,652

  • 23 · Secured mortgages and notes payable

    beginning of year $498,470 · end of year $750,000

  • 24 · Unsecured notes and loans payable

    beginning of year $150,000 · end of year $144,872

  • 25 · Other liabilities

    beginning of year $0 · end of year $312,514

  • 27 · Net assets without donor restrictions

    beginning of year $402,143 · end of year $1,088,045

  • 28 · Net assets with donor restrictions

    beginning of year $1,505,083 · end of year $1,792,924

Mission and programs · 2022

Mission

THE LOUISIANA PHILHARMONIC ORCHESTRA'S MISSION IS TO TRANSFORM PEOPLE AND COMMUNITIES THROUGH MUSIC.

Activities or mission (Part I)

LOUISIANA PHILHARMONIC ORCHESTRA'S MISSION IS TO TRANSFORM PEOPLE AND (CONT'D ON SCH. O) COMMUNITIES THROUGH MUSIC.

  • THE LOUISIANA PHILHARMONIC ORCHESTRA IS A FULL-TIME PROFESSIONAL ORCHESTRA PRESENTING 100 PERFORMANCES A YEAR AND OUR PROGRAMMING FILLS A VOID IN EDUCATION AND COMMUNITY SERVICES WITH REGARD TO ORCHESTRAL MUSIC EXPOSURE AND HANDS-ON INTERACTION WITH OR BESIDE ORCHESTRAL MUSICIANS. WE PRIDE OURSELVES ON DEVELOPING PROGRAMS THAT ARE RESPONSIVE TO IDENTIFIED COMMUNITY NEEDS FOR LIFE-AFFIRMING ARTS AND ARTS-INTEGRATED PROGRAMMING AT LITTLE OR NO COST. LPO PROGRAMMING ALSO SUPPORTS YOUTH DEVELOPMENT BOTH IN AND THROUGH THE ARTS, AN APPROACH TO LEARNING CORRELATED WITH COGNITIVE, EMOTIONAL, AND SOCIAL GROWTH AND MEASURABLE STUDENT ACHIEVEMENT.

    Expenses $7,176,582 · Revenue $4,527,095

As filed on the 2022 return.

Listed in Part VII

  • BERNIE JAFFE

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • CHARLOTTE LEWIS

    BOARD VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BEN HART

    SECRETARY

    Total calculated
    $41,973
    From this org
    $41,973
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JOE TOUPS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL MATUSHEK

    ASSISTANT TREASURER

    Total calculated
    $28,710
    From this org
    $28,710
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JIM ATWOOD

    ORCHESTRA PRESIDENT

    Total calculated
    $34,356
    From this org
    $34,356
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ADELAIDE BENJAMIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VALERIE BESTHOFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE F BREITMEYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EVAN CONROY

    TRUSTEE

    Total calculated
    $31,808
    From this org
    $31,808
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ANA GERSHANIK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN HALES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM HESS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANGELA HILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EDWARD F MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN MCCALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DWIGHT MCGHEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RANNEY MIZE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH OVERWEG

    TRUSTEE

    Total calculated
    $28,769
    From this org
    $28,769
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • QUINN PEEPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • COURTNEY-ANNE SARPY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SARAH SCHETTLER

    TRUSTEE

    Total calculated
    $18,206
    From this org
    $18,206
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • SUSAN TALLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE TREMAINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HANNAH YIM

    ORCHESTRA VICE PRESIDENT

    Total calculated
    $38,694
    From this org
    $38,694
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • BARBARA SANDS

    LPO VOLUNTEER PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • CHRIS BEARY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSIAH BULLACH

    TRUSTEE

    Total calculated
    $35,929
    From this org
    $35,929
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JEANNE JAUBERT

    TRUSTEE

    Total calculated
    $19,073
    From this org
    $19,073
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • MR TIMOTHY KELLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRITTANY MAJOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CYRIL SAULNY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM SCHETTLER

    TRUSTEE

    Total calculated
    $15,979
    From this org
    $15,979
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JOSETTE SEIFERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CARLOS MIGUEL PRIETO

    MUSIC DIRECTOR

    Total calculated
    $80,093
    From this org
    $80,093
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ANWAR NASIR

    EXECUTIVE DIRECTOR

    Total calculated
    $147,720
    From this org
    $147,720
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
27 May 2025
IRS schema version
2022v5.0
Source object
202521489349300312

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