Form 990 for tax year 2022
Filed by FORT WAYNE PHILHARMONIC ORCHESTRA INC.
Totals
- Total revenue
- $3,934,068
- Total expenses
- $4,656,687
- Contributions and grants received
- $1,918,877
- Grants paid
- $0
- Program service revenue
- $587,512
- Investment income
- $1,431,901
- Other revenue
- -$4,222
- Total assets, end of year
- $31,757,238
- Total liabilities, end of year
- $632,495
- Net assets or fund balances, end of year
- $31,124,743
- Program services expenses (Part IX)
- $3,552,939
- Management and general expenses
- $697,359
- Fundraising expenses
- $406,389
- Program service expenses (Part III)
- $3,552,939
Program services were 76.3% 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
$7,348
-
1e · Government grants (contributions)
$17,201
-
1f · All other contributions, gifts and grants
$1,894,328
-
1g · Noncash contributions included above
$54,286
-
2a · Program service revenue: CONCERT REVENUE
total $587,512 · related or exempt $587,512
-
3 · Investment income
total $836,380 · excluded $836,380
-
7a · Gross sales of assets other than inventory
securities $9,697,560
-
7b · Less cost or other basis and sales expenses
securities $9,102,039
-
7c · Gain or loss
securities $595,521
-
7d · Net gain or loss
total $595,521 · excluded $595,521
-
8a · Fundraising events: gross income
$4,872
-
8a · Fundraising events: contributions included on line 1c
$7,348
-
8b · Fundraising events: direct expenses
$11,891
-
8c · Net income from fundraising events
total -$7,019 · excluded -$7,019
-
11a · Other revenue: MISCELLANEOUS INCOME
total $2,797 · related or exempt $2,797
-
11e · Other revenue, total
$2,797
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $216,119 · program services $17,511 · management and general $172,342 · fundraising $26,266
-
7 · Other salaries and wages
total $2,105,741 · program services $1,684,958 · management and general $148,360 · fundraising $272,423
-
8 · Pension plan contributions
total $44,707 · program services $44,707
-
9 · Other employee benefits
total $211,473 · program services $186,959 · management and general $10,999 · fundraising $13,515
-
10 · Payroll taxes
total $235,599 · program services $174,338 · management and general $29,678 · fundraising $31,583
-
11b · Fees: legal
total $153,559 · program services $138,833 · management and general $10,030 · fundraising $4,696
-
11c · Fees: accounting
total $34,450 · management and general $34,450
-
11f · Fees: investment management
total $164,989 · management and general $164,989
-
11g · Fees: other
total $318,259 · program services $318,259
-
12 · Advertising and promotion
total $385,870 · program services $327,964 · management and general $57,906
-
13 · Office expenses
total $41,524 · program services $19,470 · management and general $22,054
-
14 · Information technology
total $15,843 · management and general $15,843
-
15 · Royalties
total $11,288 · program services $11,288
-
16 · Occupancy
total $146,102 · program services $146,102
-
17 · Travel
total $24,086 · program services $21,513 · management and general $2,573
-
22 · Depreciation, depletion and amortization
total $22,377 · program services $17,985 · management and general $4,392
-
23 · Insurance
total $48,485 · program services $41,920 · management and general $6,565
-
24a · Other expenses: PRODUCTION EXPENSES
total $223,274 · program services $223,274
-
24b · Other expenses: TICKETING/BOX OFFICE FEES
total $128,520 · program services $128,520
-
24c · Other expenses: ENDOWMENT/PLANNED GIVING
total $57,906 · fundraising $57,906
-
24d · Other expenses: MUSIC RENTAL/PURCHASE
total $40,384 · program services $40,384
-
24e · All other expenses
total $26,132 · program services $8,954 · management and general $17,178
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $579,300 · end of year $170,792
-
2 · Savings and temporary cash investments
beginning of year $1,650,257 · end of year $3,555,799
-
3 · Pledges and grants receivable
beginning of year $2,062,293 · end of year $390,537
-
4 · Accounts receivable
beginning of year $44,063 · end of year $3,524
-
9 · Prepaid expenses and deferred charges
beginning of year $193,526 · end of year $243,480
-
10a · Land, buildings and equipment: cost or other basis
$472,587
-
10b · Land, buildings and equipment: accumulated depreciation
$334,431
-
10c · Land, buildings and equipment, net
beginning of year $106,004 · end of year $138,156
-
11 · Investments: publicly traded securities
beginning of year $27,010,113 · end of year $26,862,040
-
15 · Other assets
beginning of year $297,449 · end of year $392,910
-
17 · Accounts payable and accrued expenses
beginning of year $161,688 · end of year $243,894
-
19 · Deferred revenue
beginning of year $448,150 · end of year $360,174
-
25 · Other liabilities
end of year $28,427
-
27 · Net assets without donor restrictions
beginning of year $21,055,304 · end of year $22,223,328
-
28 · Net assets with donor restrictions
beginning of year $10,277,863 · end of year $8,901,415
Mission and programs · 2022
Mission
THE MISSION OF THE PHILHARMONIC IS TO FOSTER AND INSTILL A LIFELONG LOVE OF MUSIC ACROSS THE ORCHESTRAL SPECTRUM THROUGH LIVE PERFORMANCES AND EDUCATIONAL EXPERIENCES.
Activities or mission (Part I)
TO FOSTER AND INSTILL A LIFELONG LOVE OF MUSIC ACROSS THE ORCHESTRAL SPECTRUM THROUGH LIVE PERFORMANCES AND EDUCATIONAL EXPERIENCES.
-
THE FORT WAYNE PHILHARMONIC ORCHESTRA IS A CIVIC NOT-FOR-PROFIT ORGANIZATION. OUR PRIMARY FUNCTION IS TO PROVIDE MUSICAL ENTERTAINMENT AND EDUCATION FOR THE COMMUNITY. OUR CONCERT SEASON IS APPROXIMATELY 28 WEEKS LONG. CONCERTS SERVED APPROXIMATELY 37,000 INDIVIDUALS AND EDUCATIONAL PROGRAMS SERVED APPROXIMATELY 40,000 INDIVIDUALS.
Expenses $3,552,939 · Revenue $587,512
As filed on the 2022 return.
Listed in Part VII
-
Brittany A HallBRITTANY A HALL
PRESIDENT &
- Total calculated
- $169,112
- From this org
- $164,463
- From related orgs
- $0
- Other
- $4,649
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,463
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $4,649
- Filer's total
- $169,112
-
Dan CrookDAN CROOK
CFO (PART YE
- Total calculated
- $29,231
- From this org
- $29,231
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Dennis FickDENNIS FICK
BOARD MEMBER
- Total calculated
- $28,232
- From this org
- $26,352
- From related orgs
- $0
- Other
- $1,880
- Hours/week
- 26
-
Michael GalbraithMICHAEL GALBRAITH
BOARD MEMBER
- Total calculated
- $27,495
- From this org
- $25,904
- From related orgs
- $0
- Other
- $1,591
- Hours/week
- 26
-
Rick JamesRICK JAMES
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Jonathan HancockJONATHAN HANCOCK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Dan NieterDAN NIETER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Judy PursleyJUDY PURSLEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kyle FarmerKYLE FARMER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Mary FinkMARY FINK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Chuck SurackCHUCK SURACK
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 1
-
David AmenDAVID AMEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Clarann BengsCLARANN BENGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Charles Cammack JrCHARLES CAMMACK JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Meghan CastMEGHAN CAST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ben EisbartBEN EISBART
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ron ElsenbaumerRON ELSENBAUMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bill FrankBILL FRANK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dave FuhrDAVE FUHR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Floyd LanciaFLOYD LANCIA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Suzie LightSUZIE LIGHT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol LindquistCAROL LINDQUIST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eleanor MarineELEANOR MARINE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott Miller MDSCOTT MILLER MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tammy O'MalleyTAMMY O'MALLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jason Row MDJASON ROW MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cindy SaboCINDY SABO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff SebeikaJEFF SEBEIKA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kara SmithKARA SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steve SmithSTEVE SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Al ZacherAL ZACHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary Ann ZiemboMARY ANN ZIEMBO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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.
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUSTS (1)
TRUST · CRT · IN
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 31 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420399349302017
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