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Nonprofiteer
← THE ORLANDO PHILHARMONIC ORCHESTRA INC

Form 990 for tax year 2023

Filed by THE ORLANDO PHILHARMONIC ORCHESTRA INC.

Totals

Total revenue
$5,872,471
Total expenses
$6,343,619
Contributions and grants received
$3,361,050
Grants paid
$0
Program service revenue
$2,056,189
Investment income
$334,558
Other revenue
$120,674
Total assets, end of year
$5,858,667
Total liabilities, end of year
$1,518,105
Net assets or fund balances, end of year
$4,340,562
Program services expenses (Part IX)
$4,777,391
Management and general expenses
$1,054,891
Fundraising expenses
$511,337
Program service expenses (Part III)
$4,777,391

Program services were 75.3% 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.

  • 1f · All other contributions, gifts and grants

    $3,361,050

  • 2a · Program service revenue: CONCERT REVENUE

    total $2,056,189 · related or exempt $2,056,189

  • 3 · Investment income

    total $334,558 · related or exempt $334,558

  • 11a · Other revenue: CONCESSIONS AND OTHER

    total $120,674 · related or exempt $120,674

  • 11e · Other revenue, total

    $120,674

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $120,749 · program services $102,637 · management and general $13,282 · fundraising $4,830

  • 7 · Other salaries and wages

    total $4,101,462 · program services $3,478,106 · management and general $468,228 · fundraising $155,128

  • 11c · Fees: accounting

    total $134,501 · program services $42,762 · management and general $66,351 · fundraising $25,388

  • 12 · Advertising and promotion

    total $482,249 · program services $158,453 · management and general $10,798 · fundraising $312,998

  • 13 · Office expenses

    total $73,125 · program services $37,747 · management and general $32,335 · fundraising $3,043

  • 16 · Occupancy

    total $30,506 · management and general $30,506

  • 17 · Travel

    total $51,566 · program services $46,544 · management and general $2,087 · fundraising $2,935

  • 20 · Interest

    total $57,362 · management and general $57,362

  • 22 · Depreciation, depletion and amortization

    total $11,744 · management and general $11,744

  • 23 · Insurance

    total $252,883 · program services $13,891 · management and general $238,992

  • 24a · Other expenses: THEATRE EXPENSES

    total $515,976 · program services $513,416 · fundraising $2,560

  • 24b · Other expenses: CREW

    total $215,615 · program services $215,615

  • 24c · Other expenses: OTHER

    total $97,471 · program services $52,673 · management and general $40,669 · fundraising $4,129

  • 24d · Other expenses: AUDIO VISUAL AND STAGIN

    total $85,642 · program services $85,316 · fundraising $326

  • 24e · All other expenses

    total $112,768 · program services $30,231 · management and general $82,537

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $444,575 · end of year $168,221

  • 4 · Accounts receivable

    beginning of year $680,121 · end of year $736,404

  • 9 · Prepaid expenses and deferred charges

    beginning of year $114,306 · end of year $15,736

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

    $292,573

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

    $246,134

  • 10c · Land, buildings and equipment, net

    beginning of year $54,004 · end of year $46,439

  • 11 · Investments: publicly traded securities

    beginning of year $3,923,560 · end of year $4,202,113

  • 15 · Other assets

    beginning of year $724,237 · end of year $689,754

  • 17 · Accounts payable and accrued expenses

    beginning of year $155,219 · end of year $160,737

  • 19 · Deferred revenue

    beginning of year $476,236 · end of year $511,758

  • 23 · Secured mortgages and notes payable

    beginning of year $347,638 · end of year $698,079

  • 24 · Unsecured notes and loans payable

    beginning of year $150,000 · end of year $147,531

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

THE ORLANDO PHILHARMONIC ORCHESTRA IS CENTRAL FLORIDAS RESIDENT PROFESSIONAL ORCHESTRA. ITS MISSION IS TO FOSTER AND PROMOTE SYMPHONIC MUSIC THROUGH EXCELLENCE IN PERFORMANCE, EDUCATION AND CULTURAL LEADERSHIP. EACH SEASON, THE PHILHARMONIC BRINGS LIVE SYMPHONIC MUSIC AND WORLD-CLASS ARTISTS TO THOUSANDS OF CENTRAL FLORIDA RESIDENTS, PROVIDING AN ENRICHING SOCIAL EXPERIENCE FOR THE COMMUNITY. THE ORLANDO PHILHARMONIC IS DEDICATED TO BEING BOTH SOCIALLY AND FINANCIALLY RESPONSIBLE.

  • SYMPHONIC CONCERTS FOR CENTRAL FLORIDA THE ORLANDO PHILHARMONIC CONCERTS OFFER SOMETHING FOR EVERYONE - FROM CLASSICAL TO POPS, FROM CHAMBER MUSIC TO CHAMBER ORCHESTRA, FROM SERIOUS TO FUN - THE SYMPHONY IS FOR EVERYONE DONATED SERVICES ASSOCIATED WITH THIS ARE VALUED AT 81,000.

    Expenses $4,777,391

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DIANE BISHOP

    SECOND BASSOON

    Total calculated
    $28,999
    From this org
    $28,999
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • BRIAN BRINK

    BASS TROMBONE

    Total calculated
    $22,514
    From this org
    $22,514
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • LYMAN BRODIE

    TRUMPET

    Total calculated
    $15,448
    From this org
    $15,448
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • JAMES BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUAN CAMACHO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT CARPENTER

    PRINCIPAL TUBA

    Total calculated
    $17,993
    From this org
    $17,993
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • KYLE DEN BESTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA EVERETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK FISCHER

    HORN

    Total calculated
    $33,225
    From this org
    $33,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • WASHINGTON GARCIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEX GIBSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK GOLDBERG

    PERCUSSION

    Total calculated
    $29,773
    From this org
    $29,773
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • CHRISTOPHER GREENING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLENE HOTALING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE LARRY KELLOGG

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    5

  • KENNETH KNEPLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RHODA LITTLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELODY LYNCH

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • DAVID MAGANA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AL MICHEJDA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF MOORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY PALMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID POFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFERY REDDING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEXIS ALEX REGAZZI

    SECOND TROMBONE

    Total calculated
    $19,227
    From this org
    $19,227
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • SHYLA REICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IAN ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AUDRA ROMAO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY ROSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD SANDLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN SHARMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY SHERRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT SMEDLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARLOS SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMIE STREFELER

    PRINCIPAL OBOE

    Total calculated
    $56,358
    From this org
    $56,358
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • TED SPERO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF THOMAS

    PRINCIPAL TROMBONE

    Total calculated
    $23,080
    From this org
    $23,080
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • ERIKA WIKSTROM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PRISCILLA AZZOLINI

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • DERIC MILLIGAN

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • MICHAEL MOORE

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • KARINA BHARNE

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • ERIC JACOBSEN

    MUSIC DIRECTOR

    Total calculated
    $120,749
    From this org
    $120,749
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • PAUL HELFRICH

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $97,543
    From this org
    $97,543
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $97,543
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $97,543

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

None.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202541209349301109

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