2024-02-15T20:57:24-06:00 2023-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 203 DEDHAM MA 02026 990 2022-07-01 237267766 PLYMOUTH PHILHARMONIC ORCHESTRA INC PLYM 5087468008 PO BOX 3174 PLYMOUTH MA 02361 ELIZABETH PINEAULT TREASURER 5087468008 2024-02-15 1 ELIZABETH PINEAULT 999009999 0 COLLEEN D'ALFONSO CPA P01707306 6172629898 2024-02-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELIZABETH PINEAULT PO BOX 3174 PLYMOUTH MA 02361 1476480 0 X WWW.PLYMOUTHPHIL.ORG X 1973 MA THE PLYMOUTH PHILHARMONIC ORCHESTRA, A PROFESSIONAL ORCHESTRAL ENSEMBLE, PRESENTS A WIDE RANGE OF LIVE MUSIC AND EDUCATIONAL PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS ON THE SOUTH SHORE OF MASSACHUSETTS. 13 13 186 90 0 0 1154897 904957 436787 546934 57 11541 0 0 1591741 1463432 0 0 0 0 453224 865635 0 0 129996 824487 693134 1277711 1558769 314030 -95337 1084927 1222883 42840 240626 1042087 982257 THE PLYMOUTH PHILHARMONIC ORCHESTRA, A PROFESSIONAL ORCHESTRAL ENSEMBLE, PRESENTS A WIDE RANGE OF LIVE MUSIC AND EDUCATIONAL PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS ON THE SOUTH SHORE OF MASSACHUSETTS. 0 0 1146319 546934 SYMPHONY ORCHESTRA OPERATED FOR EDUCATIONAL PURPOSES. 1146319 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 186 0 1 186 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X KIM CORBEN EXECUTIVE DIRECTOR 5087468008 116 COURT STREET 3RD FLOOR PLYMOUTH MA 02360 KEVIN KILEY CHAIR 3.00 X X 0 0 0 MICHAEL KEYS VICE PRESIDENT 3.00 X X 0 0 0 HEATHER COZBY BOARD MEMBER 1.00 X 0 0 0 DEBORAH BOWEN BOARD MEMBER 1.00 X 0 0 0 KAREN MCARDLE BOARD MEMBER 1.00 X 0 0 0 ELIZABETH PINEAULT TREASURER 3.00 X X 0 0 0 JOHN EMLER BOARD MEMBER 1.00 X 0 0 0 GEOFFREY STEWART BOARD MEMBER 1.00 X 0 0 0 MARY TOROPOV CLERK 1.00 X 0 0 0 KIM CORBEN EXECUTIVE DIRECTOR 40.00 X X 126796 0 0 ADDY PRESS BOARD MEMBER 1.00 X 0 0 0 LINDA WALKER SEALE BOARD MEMBER 1.00 X 0 0 0 CAROL STONE BOARD MEMBER 1.00 X 0 0 0 ANDREW SIMON BOARD MEMBER 1.00 X 0 0 0 126796 0 0 1 0 0 0 0 30193 874764 904957 CONCERT TICKET SALES 711130 546934 546934 546934 11541 11541 13048 30193 13048 0 1463432 546934 0 11541 X 776596 570140 129430 77026 89039 45455 29528 14056 630 630 14250 14250 30990 30990 10324 3280 7044 83383 46550 33492 3341 24127 19382 4745 2790 2790 4416 4416 PRODUCTION 138544 138544 SOLOISTS 88540 88540 PRINTING AND PUBLICATIO 65625 61989 3636 TICKETING 53090 33465 19625 176425 107984 32868 35573 1558769 1146319 282454 129996 524551 479273 51924 73000 175 76650 10990 9293 30064 23915 8939 6149 486348 531061 2000 47457 1084927 1222883 22438 37779 20402 155691 0 47156 42840 240626 X 860860 937584 181227 44673 1042087 982257 1084927 1222883 -95337 35507 0 X X 0 1 X 1 0 X 674107 570572 582785 1591684 1451891 4871039 674107 570572 582785 1591684 1451891 4871039 4871039 2832 1146 180 57 11541 15756 4886795 0.99680 0.99760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 375000 50000 425000 300000 75000 375000 300000 300000 300000 300000 1.00000 0 0 30064 23915 6149 6149 OPERATING LEASE LIABILITY 47156 47156 X 1503627 35507 4688 40195 1463432 0 1463432 1563457 4688 4688 1558769 0 1558769 PART X, LINE 2: PLYMOUTH PHILHARMONIC ORCHESTRA, INC. EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. PLYMOUTH PHILHARMONIC ORCHESTRA, INC. HAS EVALUATED TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN ITS FISCAL YEAR 2023 RETURNS AND BELIEVES THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF EXAMINED BY FEDERAL OR STATE TAX AUTHORITIES. PLYMOUTH PHILHARMONIC ORCHESTRA, INC.'S FISCAL YEARS 2020 THROUGH 2022 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. GOLF 43241 30193 13048 13048 43241 30193 13048 13048 13048 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S GOVERNING BODY WAS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED IN ACCORDANCE WITH THE "CONFLICT OF INTEREST POLICY". KEY EMPLOYEES AND BOARD MEMBERS COMPLETE A "CONFLICT OF INTEREST ANNUAL AFFIRMATION AND DISCLOSURE STATEMENT" ON WHICH THEY ARE REQUIRED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ALL ANNUAL AFFIRMATIONS ARE REVIEWED BY THE BOARD CHAIR AND THE CHAIR'S AFFIRMATION IS REVIEWED BY ANOTHER BOARD OFFICER. ANY POTENTIAL CONFLICTS IDENTIFIED ARE BROUGHT BEFORE THE BOARD AT THE NEXT REGULAR BOARD MEETING TO DETERMINE THE SIGNIFICANCE OF THE CONFLICT AND WHAT ACTION SHOULD BE TAKEN. THE DIRECTOR INVOLVED DOES NOT PARTICIPATE IN THESE DISCUSSIONS OR VOTE ON ANY MOTIONS REGARDING THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPS. FOR COMPARATIVE PURPOSES, SELECTION CRITERIA WERE DEFINED TO IDENTIFY ORCHESTRAS WITH COMMON MEASURABLE ATTRIBUTES TO THE PHIL, INCLUDING ANNUAL BUDGET SIZE AND THREE CONSECUTIVE YEARS OF EXECUTIVE DIRECTOR INCOME REPORTED ON THE 990. COST OF LIVING CALCULATIONS WERE ALSO PART OF THE COMPARATIVE ANALYSIS. THE IRS RECOMMENDS A MINIMUM OF THREE COMPS. SIX WERE USED. IT IS EXPECTED THAT THE ACTUAL COMPS USED, IN NAME AND NUMBER, WILL VARY FROM YEAR TO YEAR. ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR. KEY COMPONENTS INCLUDED A PERFORMANCE SURVEY COMPLETED BY THE BOARD; A SELF-ANALYSIS COMPLETED BY THE ED; ANNUAL GOALS SET BY THE ED; AND A FORMAL REVIEW CONDUCTED BY THE BOARD CHAIR FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 36,573. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,596. TOTAL EXPENSES 44,169. CULTIVATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 27,977. TOTAL EXPENSES 27,977. MUSICIANS: PROGRAM SERVICE EXPENSES 22,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,651. CONCERT/HALL CREW: PROGRAM SERVICE EXPENSES 20,114. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,114. SOFTWARE AND COMPUTERS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,669. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,669. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 9,068. MANAGEMENT AND GENERAL EXPENSES 2,725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,793. BROCHURES AND OTHER MARKETING: PROGRAM SERVICE EXPENSES 8,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,070. DUES AND LICENSES: PROGRAM SERVICE EXPENSES 80. MANAGEMENT AND GENERAL EXPENSES 5,526. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,606. SERVICE CHARGES: PROGRAM SERVICE EXPENSES 5,475. MANAGEMENT AND GENERAL EXPENSES 85. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,560. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,863. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,863. SCHOLARSHIPS AWARDED: PROGRAM SERVICE EXPENSES 3,253. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,253. HOSPITALITY: PROGRAM SERVICE EXPENSES 2,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,700. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.