Form 990 for tax year 2022
Filed by OKLAHOMA PHILHARMONIC SOCIETY INC.
Totals
- Total revenue
- $6,101,693
- Total expenses
- $6,670,842
- Contributions and grants received
- $3,810,598
- Grants paid
- $0
- Program service revenue
- $2,172,979
- Investment income
- $103,893
- Other revenue
- $14,223
- Total assets, end of year
- $16,943,676
- Total liabilities, end of year
- $1,146,411
- Net assets or fund balances, end of year
- $15,797,265
- Program services expenses (Part IX)
- $5,706,306
- Management and general expenses
- $658,539
- Fundraising expenses
- $305,997
- Program service expenses (Part III)
- $5,706,306
Program services were 85.5% 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
$201,546
-
1d · Related organizations
$107,428
-
1e · Government grants (contributions)
$179,993
-
1f · All other contributions, gifts and grants
$3,321,631
-
2a · Program service revenue: PERFORMANCE REVENUE
total $2,147,034 · unrelated business $0 · excluded $0
-
2b · Program service revenue: PROGRAM ADVERTISING
total $9,175 · unrelated business $9,175 · excluded $0
-
2c · Program service revenue: EDUCATION PROGRAM REVENUE
total $16,770 · unrelated business $0 · excluded $0
-
3 · Investment income
total $103,893 · unrelated business $0 · excluded $103,893
-
8a · Fundraising events: gross income
$64,721
-
8a · Fundraising events: contributions included on line 1c
$201,546
-
8b · Fundraising events: direct expenses
$64,730
-
8c · Net income from fundraising events
total -$9 · unrelated business $0 · excluded -$9
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $14,232 · related or exempt $14,232 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$14,232
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $286,826 · program services $207,088 · management and general $79,738 · fundraising $0
-
7 · Other salaries and wages
total $2,857,231 · program services $2,484,518 · management and general $193,421 · fundraising $179,292
-
9 · Other employee benefits
total $155,489 · program services $102,958 · management and general $30,231 · fundraising $22,300
-
10 · Payroll taxes
total $250,346 · program services $214,475 · management and general $21,193 · fundraising $14,678
-
11b · Fees: legal
total $828 · program services $0 · management and general $828 · fundraising $0
-
11c · Fees: accounting
total $38,777 · program services $0 · management and general $38,777 · fundraising $0
-
11g · Fees: other
total $40,846 · program services $40,846 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $354,073 · program services $354,073 · management and general $0 · fundraising $0
-
13 · Office expenses
total $99,284 · program services $22,338 · management and general $72,950 · fundraising $3,996
-
16 · Occupancy
total $70,843 · program services $0 · management and general $70,843 · fundraising $0
-
17 · Travel
total $83,535 · program services $83,535 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $21,599 · program services $5,709 · management and general $15,498 · fundraising $392
-
22 · Depreciation, depletion and amortization
total $27,940 · program services $8,688 · management and general $19,252 · fundraising $0
-
23 · Insurance
total $53,148 · program services $0 · management and general $53,148 · fundraising $0
-
24a · Other expenses: GUEST ARTISTS
total $877,107 · program services $877,107 · management and general $0 · fundraising $0
-
24b · Other expenses: MUSIC HALL AND EQUIPMENT RENTAL
total $649,478 · program services $640,947 · management and general $8,531 · fundraising $0
-
24c · Other expenses: SALES TAX EXPENSE
total $137,008 · program services $137,008 · management and general $0 · fundraising $0
-
24d · Other expenses: AFM-EPF
total $144,822 · program services $144,822 · management and general $0 · fundraising $0
-
24e · All other expenses
total $521,662 · program services $382,194 · management and general $54,129 · fundraising $85,339
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $447,540 · end of year $304,617
-
2 · Savings and temporary cash investments
beginning of year $3,469,270 · end of year $3,076,331
-
3 · Pledges and grants receivable
beginning of year $425,281 · end of year $800,653
-
4 · Accounts receivable
beginning of year $319,189 · end of year $188,887
-
9 · Prepaid expenses and deferred charges
beginning of year $323,818 · end of year $216,355
-
10a · Land, buildings and equipment: cost or other basis
$1,386,765
-
10b · Land, buildings and equipment: accumulated depreciation
$1,296,084
-
10c · Land, buildings and equipment, net
beginning of year $105,788 · end of year $90,681
-
11 · Investments: publicly traded securities
beginning of year $199,388 · end of year $218,677
-
15 · Other assets
beginning of year $11,312,569 · end of year $12,047,475
-
17 · Accounts payable and accrued expenses
beginning of year $129,059 · end of year $126,760
-
19 · Deferred revenue
beginning of year $823,526 · end of year $896,868
-
25 · Other liabilities
end of year $122,783
-
27 · Net assets without donor restrictions
beginning of year $3,316,065 · end of year $3,477,464
-
28 · Net assets with donor restrictions
beginning of year $12,334,193 · end of year $12,319,801
Mission and programs · 2022
Mission
THE OKLAHOMA PHILHARMONIC SOCIETY, INC. EXISTS TO PROVIDE INSPIRATION AND JOY FOR THE COMMUNITY THROUGH ORCHESTRAL MUSIC. OUR VISION IS TO ENHANCE THE CULTURAL LIFE OF THE COMMUNITY, EDUCATE FUTURE GENERATIONS, ENTERTAIN OUR AUDIENCES, ELEVATE THE QUALITY OF EVERY PERFORMANCE, SERVE AS A LEADER FOR POSITIVE COMMUNITY GROWTH THROUGH ORCHESTRAL MUSIC, AND WORK WITH OTHER ARTS ORGANIZATIONS IN OUR COMMUNITY.
Activities or mission (Part I)
PROVIDING ORCHESTRA PERFORMANCES FOR THE PUBLIC
-
A REGULAR SEASON OF 8 CLASSIC CONCERTS THAT PRESERVE AND PROMOTE THE ORCHESTRAL TRADITION, 6 POP CONCERTS THAT ATTRACT NEW AUDIENCES WITH POPULAR MUSIC, AND 3 DISCOVERY FAMILY CONCERTS THAT PROVIDE ENTERTAINMENT AND EDUCATIONAL ENRICHMENT TO THE YOUTH OF OKLAHOMA CITY. THESE 17 CONCERTS PROVIDE CULTURAL ENRICHMENT FOR THE COMMUNITY AT LARGE.
Expenses $5,148,715 · Revenue $2,058,639
-
AN ARRAY OF EDUCATIONAL AND COMMUNITY ENGAGEMENT ACTIVITIES PROVIDE COMMUNITY MEMBERS FROM CHILDREN TO ADULTS WITH AFFORDABLE OR FREE ACTIVITIES. THESE INCLUDE "WE'VE GOT RHYTHM", "SOCIETY OF STRINGS", YOUTH CONCERTS, THREE FREE OUTDOOR SUMMER CONCERTS AT SCISSORTAIL PARK, INCLUDING "RED, WHITE & BOOMX AND COLLABORATIVE PARTNERSHIPS WITH THE OKLAHOMA CITY BALLET AND THE CANTERBURY VOICES.
Expenses $557,591 · Revenue $119,397
As filed on the 2022 return.
Listed in Part VII
-
BRENT HART
IMMEDIATE PAST PRES / EXECUTIVE DIRECTOR (EFF 3/23)
- Total calculated
- $0
- Hours/week
- 40
-
JOHN A MICKELTHWATE
MUSIC DIRECTOR
- Total calculated
- $190,661
- From this org
- $161,318
- From related orgs
- $0
- Other
- $29,343
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,318
- Bonus
- $0
- Other
- $0
- Deferred
- $8,661
- Nontaxable benefits
- $20,682
- Filer's total
- $190,661
-
AGNIESZKA RAKHMATULLAEV
FORMER EXECUTIVE DIRECTOR (THRU 11/22)
- Total calculated
- $169,574
- From this org
- $146,458
- From related orgs
- $0
- Other
- $23,116
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,458
- Bonus
- $0
- Other
- $0
- Deferred
- $7,486
- Nontaxable benefits
- $15,630
- Filer's total
- $169,574
-
JANE JAYROE GAMBLE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.4
-
JERROD SHOUSE
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 0.4
-
KELLY SACHS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.4
-
KEVIN DUNNINGTON
TREASURER
- Total calculated
- $0
- Hours/week
- 0.4
-
JENNIFER SCHULTZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.4
-
JANE B HARLOW
LIFETIME DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
PATRICK ALEXANDER
LIFETIME DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
PHIL BUSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
LOUISE CLEARY CANNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
ROBERT CLEMENTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
JOY HAMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
KIRK HAMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
DEAN JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
MAUTRA STALEY JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
DEBRA KOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
KRISTIAN KOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
JESSICA MARTINEZ-BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
MARGARET FREEDE OWENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
MATT PAQUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
CRAIG PERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
JIM ROTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
AMALIA MIRANDA SILVERSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
DESIREE SINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
DOUG STUSSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
GEETIKA VERMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
RENATE WIGGIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
OKLAHOMA CITY PHILHARMONIC FOUNDATION INC
501(c)(3) · SUPPORT · OK · controlled entity
Directly controlled by OKLAHOMA PHILHARMONIC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
OKLAHOMA CITY ORCHESTRA LEAGUE LLC
SUPPORT AND EDUCATIONAL · OK
Directly controlled by OKLAHOMA PHILHARMONIC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441179349301844
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