2024-07-12T12:14:06-05:00 2023-08-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2023-07-01 232865855 KIMMEL CENTER INC KIMM 2157905800 300 S BROAD STREET PHILADELPHIA PA 19102 MARIO MESTICHELLI VP/CFO 2158931913 2024-07-12 1 MARIO MESTICHELLI 999009999 0 RUSSLEE ARMSTRONG P00288383 2155614200 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z ENSEMBLE ARTS PHILLY MATIAS TARNOPOLSKY 300 S BROAD STREET PHILADELPHIA PA 19102 13355703 0 X WWW.ENSEMBLEARTSPHILLY.ORG X 1996 PA TO SHARE THE TRANSFORMATIVE POWER OF THE PERFORMING ARTS AND ARTS EDUCATION. 14 13 0 85 61560 0 6790372 483334 44585150 11794291 5580335 759853 1612001 318225 58567858 13355703 0 0 0 0 21310732 3407531 0 0 235140 44955656 12536476 66266388 15944007 -7698530 -2588304 265595398 264389584 29397107 30894610 236198291 233494974 X THE KIMMEL CENTER FOR THE PERFORMING ARTS MISSION IS TO SHARE THE TRANSFORMATIVE POWER OF THE PERFORMING ARTS AND ARTS EDUCATION WITH THE WIDEST POSSIBLE AUDIENCE. 0 0 14781009 0 11872261 SEE SCHEDULE O 77438 0 0 TO PROVIDE VITAL ARTS EDUCATION AND COMMUNITY PROGRAMMING TO SERVE THE INTERESTS OF A BROAD AND DIVERSE AUDIENCE. 14858447 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 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 0 0 1 1 1 0 0 0 1 X 0 0 1 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 1 0 NJ NY PA X MARIO MESTICHELLI 2157905800 300 S BROAD STREET PHILADELPHIA PA 19107 X X MATIAS TARNOPOLSKY BOARD MEMBER/PRES AND CEO 20.00 30.00 X X 0 0 0 RALPH W MULLER CO-CHAIR 5.00 15.00 X X 0 0 0 MICHAEL ZISMAN CO-CHAIR 5.00 15.00 X X 0 0 0 ROBERT CORRATO BOARD MEMBER 5.00 7.00 X 0 0 0 MARK S DICHTER BOARD MEMBER 5.00 7.00 X 0 0 0 JULIA HALLER MD BOARD MEMBER 2.00 4.00 X 0 0 0 OSAGIE O IMASOGIE BOARD MEMBER 5.00 7.00 X 0 0 0 BROOK LENFEST BOARD MEMBER 5.00 7.00 X 0 0 0 JAMI WINTZ MCKEON BOARD MEMBER 5.00 7.00 X 0 0 0 ELIZABETH MURPHY BOARD MEMBER 5.00 7.00 X 0 0 0 SULAIMAN RAHMAN BOARD MEMBER 2.00 4.00 X 0 0 0 CAROLINE B ROGERS BOARD MEMBER 2.00 14.00 X 0 0 0 ADRIENNE SIMPSON BOARD MEMBER 2.00 4.00 X 0 0 0 RICHARD B WORLEY BOARD MEMBER 5.00 7.00 X 0 0 0 RYAN FLEUR EXECUTIVE DIRECTOR/COO 5.00 45.00 X 0 0 0 MARIO MESTICHELLI BD MBR(NON-VOTING)/CFO/TREAS 20.00 30.00 X 0 0 0 ROSS S RICHARDS VP, FACILITY SALES 40.00 0.00 X 0 0 0 MITCHELL BASSION SECRETARY/CHIEF PHILANTHROPY OFFICER 5.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 88334 395000 483334 TICKET SALES 711190 8639121 8639121 COST RECOVERY REVENUE 711190 1875360 1837800 37560 TICKET SURCHARGE 711190 458610 458610 RENTAL INCOME 711190 438378 414378 24000 382822 382822 11794291 759853 759853 ADVERTISING 541800 139530 139530 RESTAURANT 722320 133627 133627 PARKING 812930 45068 45068 318225 13355703 11872261 61560 938548 2644168 2365552 132468 146148 136645 129054 4678 2913 402363 371854 16322 14187 224355 200539 10391 13425 227908 227908 187364 5521 181843 2621 2621 5479 5479 37977 37977 99871 55000 44871 1172256 1172256 90728 52040 38468 220 324932 302123 19281 3528 1144188 1144188 13608 10004 3027 577 5015 3423 1592 29507 29507 1502352 1496182 6170 159449 159449 ARTIST/PERFORMANCE FEES 5004248 5004248 PROGRAMS OTHER 1962671 1962671 PRODUCTION & EXHIBITION 280535 280535 DUES & SUBSCRIPTIONS 119015 2348 116667 166752 111953 6136 48663 15944007 14858447 850420 235140 22199302 18333883 13078830 12629547 3460467 1699408 754397 646052 299148702 151681024 148558555 147467678 70147167 70116866 390420 390420 0 0 7006260 13105730 265595398 264389584 7386118 8888591 17105658 17122946 4791665 4769407 113666 113666 29397107 30894610 X 141686250 139207092 94512041 94287882 236198291 233494974 265595398 264389584 -2588304 -115013 0 X X 0 1 X 1 0 X 7514258 8171611 40728653 6790372 483334 63688228 7514258 8171611 40728653 6790372 483334 63688228 20202991 43485237 6525873 4666157 4903874 5090466 759853 21946223 236380 236380 660650 367591 1059238 1573913 318225 3979617 89850448 129149352 0.48400 0.51790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RESTAURANT - 2019 AMOUNT: $ 282,701. 2020 AMOUNT: $ 335,091. 2021 AMOUNT: $ 503,893. 2022 AMOUNT: $ 749,481. 2023 AMOUNT: $ 133,627. PARKING - 2019 AMOUNT: $ 164,383. 2020 AMOUNT: $ 32,500. 2021 AMOUNT: $ 261,484. 2022 AMOUNT: $ 453,870. 2023 AMOUNT: $ 45,068. OTHER - 2019 AMOUNT: $ 213,566. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 293,861. 2022 AMOUNT: $ 370,562. 2023 AMOUNT: $ 139,530. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 70182767 86600 500583 617483 70152467 67309236 1336 6684056 3811861 70182767 77620439 83077 -6621883 3772397 67309236 62565997 605266 18852264 4403088 77620439 67037319 8979 1137787 5618088 62565997 1.00000 1 0 18175491 18175491 249174318 132778709 116395609 5035582 2602348 2433234 26763311 16299967 10463344 0 147467678 LIABILITY UNDER UNITRUST AGRMT 113666 113666 PART III, LINE 4: COLLECTIONS OF ART THE ORGANIZATION'S COLLECTION CONSISTS OF A BRONZE SCULPTURE AND VARIOUS FINE ART WORKS AND PAINTINGS FOR YEAR-ROUND PUBLIC EXHIBITION. PART V, LINE 4: ENDOWMENT FUNDS THE ORGANIZATION'S INTENDED USES OF THE ENDOWMENT FUNDS ARE FOR THE OPERATIONS, MAINTENANCE, AND SUPPORT OF EDUCATION PROGRAMS FORM 990, PART III, LINE 4A THE KIMMEL CENTER FOR THE PERFORMING ARTS (THE CENTER) OPERATES AND MAINTAINS WORLD-CLASS PERFORMANCE VENUES INCLUDING THE KIMMEL CENTER FOR THE PERFORMING ARTS, THE ACADEMY OF MUSIC, AND THE MILLER THEATER. THE CENTER PROVIDES STATE-OF-THE-ART VENUES AND SUPPORT FACILITIES FOR RESIDENT COMPANIES AND A BROAD RANGE OF OTHER REGIONAL PERFORMANCE GROUPS AT BELOW COSTS. THE CENTER PRESENTS ARTISTIC PROGRAMMING OF THE HIGHEST QUALITY THAT SERVES DIVERSE AUDIENCES AND BRINGS WORLD-RENOWNED ARTISTS TO PHILADELPHIA. THE CENTER ALSO PROVIDES VITAL ARTS EDUCATION AND COMMUNITY PROGRAMMING TO SERVE THE INTERESTS OF A BROAD AND DIVERSE AUDIENCE AND INVESTS IN BURGEONING LOCAL TALENT WITH JAZZ AND THEATER RESIDENCY PROGRAMS WHICH ACT AS AN INCUBATOR FOR NEW WORKS OF ART. FORM 990, PART I, LINE 5 & PART V, LINE 2A DUE TO THE FACT THAT THIS FORM 990 IS FOR THE SHORT PERIOD JULY 1, 2023 THROUGH AUGUST 31, 2023, IT DOES NOT INCLUDE DECEMBER 31, 2022; THEREFORE, FORMS 1096 AND W-3 ARE NOT APPLICABLE. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MARK DICHTER AND JAMI WINTZ MCKEON HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 EFFECTIVE DECEMBER 2, 2021, THE BYLAWS OF KIMMEL CENTER, INC. (KCI) WERE AMENDED AND RESTATED TO REFLECT A NUMBER OF CHANGES COINCIDENT WITH THE CREATION OF THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER INC. (THE POKC). THE SOLE MEMBER OF KCI WITHIN THE MEANING OF SECTION 5103(A) OF THE PENNSYLVANIA NONPROFIT CORPORATION LAW OF 1988 (THE NPCL) SHALL BE THE POKC. FORM 990, PART VI, SECTION A, LINE 7A EFFECTIVE, DECEMBER 2, 2021, THE POKC BECAME THE SOLE MEMBER OF KCI AND HOLDS THE RIGHTS TO ELECT OR APPOINT ONE OR MORE MEMBERS OF KCI'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B EFFECTIVE, DECEMBER 2, 2021, THE POKC BECAME THE SOLE MEMBER OF KCI AND HOLDS THE RIGHTS TO MAKE GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INTERNATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE FORM 990 IS CIRCULATED TO THE BOARD BEFORE IT IS FILED. HOWEVER, SCHEDULE B IS REDACTED FROM THE FORM 990 BEFORE IT IS CIRCULATED TO THE BOARD TO PROTECT THE IDENTITY OF CERTAIN DONORS WHO WISH TO REMAIN ANONYMOUS. AS SUCH, THE ORGANIZATION HAS CHECKED 'NO' TO PART VI, QUESTION 11A. SCHEDULE B WILL BE MADE AVAILABLE TO THOSE BOARD MEMBERS WHO WISH TO INSPECT IT INDIVIDUALLY. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: KIMMEL CENTER, INC. (KCI) REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. THE CENTER'S BYLAWS PRESCRIBE RULES FOR DEFINING, REPORTING AND OTHERWISE DEALING WITH CONFLICTS OF INTEREST BY MEMBERS OF THE BOARD OF DIRECTORS AND THEIR HOUSEHOLD MEMBERS. THIS IS A RESPONSIBILITY OF THE CHAIR OF THE BOARD. THE CENTER ALSO HAS A CONFLICT OF INTEREST POLICY WHICH APPLIES TO ALL EMPLOYEES AND THEIR IMMEDIATE FAMILY MEMBERS. KCI'S CORPORATE OFFICERS ARE RESPONSIBLE FOR DETERMING WHETHER A CONFLICT EXISTS AND INSURING THAT ALL TRANSACTIONS ARE HANDLED APPROPRIATELY UNDER THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15B PROCESS FOR DETERMINING COMPENSATION OF THE CHIEF EXECUTIVE OFFICER: THE KIMMEL CENTER DOES NOT PAY THE CEO; HE IS PAID BY A RELATED ORGANIZATION, THE PHILADELPHIA ORCHESTRA ASSOCIATION. THE PROCESS USED TO DETERMINE COMPENSATION FOR MR. TARNOPOLSKY IS REPORTED ON THAT ORGANIZATION'S FORM 990. PROCESS FOR DETERMINING COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES: THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, WHO ARE PAID BY KIMMEL CENTER, IS DETERMINED BY THE CHIEF EXECUTIVE OFFICER BASED ON PREVAILING COMPENSATION FOR THESE POSITIONS AT COMPARABLE ORGANIZATIONS BOTH LOCALLY AND NATIONALLY AS WELL AS PERFORMANCE AGAINST INDIVIDUAL AND ORGANIZATIONAL GOALS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: KIMMEL CENTER, INC. (KCI) MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII IN ACCORDANCE WITH IRS INSTRUCTIONS FOR SHORT PERIOD RETURNS, THIS RETURN DOES NOT INCLUDE A CALENDAR YEAR END; THEREFORE, NO COMPENSATION (SECTIONS A AND B) INFORMATION IS INCLUDED ON THE FORM 990. DUE TO A COMPUTER CONSTRAINT, WE MUST CHECK THE BOX 'CHECK THIS BOX IF NEITHER THE ORGANIZATION NOR ANY RELATED ORGANIZATION COMPENSATED ANY CURRENT OFFICER, DIRECTOR, OR TRUSTEE' IN ORDER TO SUPPRESS SCHEDULE J FROM SUBMISSION. GENERAL STATEMENT OF INFORMATION: THE PHILADELPHIA ORCHESTRA ASSOCIATION (POA) AND KIMMEL CENTER, INC. (KCI), AFTER RECEIVING A NO OBJECTION LETTER FROM THE PENNSYLVANIA ATTORNEY GENERAL DATED OCTOBER 15, 2021, ENTERED INTO A PARTNERSHIP AND AFFILIATION AGREEMENT ON OCTOBER 21, 2021 THAT WILL ENABLE POA AND KCI TO OPERATE IN A STRATEGIALLY ALIGNED AND COORDINATED MANNER IN ORDER TO CREATE A MORE POWERFUL AND EXPANSIVE ARTISTIC FOOTPRINT IN ESTABLISHING A NEW 501(C)(3) ORGANIZATION, THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC. (POKC), TO SERVE AS THE COMMON CONTROLLING MEMBER/PARENT OF POA AND KCI, WITH FULL REPRESENTATION FROM THE EXISTING POA AND KCI BOARDS. THE TRANSACTION WAS CLOSED ON DECEMBER 2, 2021 AND ASSOCIATED FILINGS WERE MADE ON DECEMBER 3, 2021. THE POA AND KCI WILL REMAIN SEPARATE LEGAL ENTITIES EACH OPERATING AS TAX-EXEMPT ORGANIZATIONS AND SHALL CONTINUE TO OPERATE IN ACCORDANCE WITH AND TO FURTHER ITS RESPECTIVE TAX-EXEMPT MISSION AND PURPOSES. EACH WILL MAINTAIN SEPARATE FINANCIAL STATEMENTS AND PERFORM AN ANNUAL AUDIT, NOTWITHSTANDING THAT THE PARTIES' FINANCIAL STATEMENTS MAY BE CONSOLIDATED WITH POKC'S. EACH OF THE ORCHESTRA AND THE KIMMEL CENTER SHALL CONTINUE TO HOLD, MANAGE, AND USE ITS ENDOWED AND OTHERWISE DONOR-RESTRICTED ASSETS (INCLUDING THOSE HELD BY ITS RESPECTIVE SUBORDINATE ORGANIZATIONS) CONSISTENT WITH THE RESTRICTIONS THAT APPLY TO SUCH ASSETS AND PURSUANT TO THE TERMS OF THEIR RESPECTIVE GIFT INSTRUMENTS. KC BROAD ST THEATER LLC 1500 WALNUT STREET PHILADELPHIA PA 19102 PERFORMING ARTS PA 0 14339067 KIMMEL CENTER INC ACADEMY OF MUSIC OF PHILADELPHIA INC ONE SOUTH BROAD STREET 14TH FLOOR PHILADELPHIA PA 19107 231501159 RESTORATION PA 501(C)(3) LINE 12A, I POA 0 PHILADELPHIA ORCHESTRA ASSOCIATION ONE SOUTH BROAD STREET 14TH FLOOR PHILADELPHIA PA 19107 231352289 ORCHESTRA PA 501(C)(3) LINE 10 POKC 0 THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER INC 300 SOUTH BROAD STREET PHILADELPHIA PA 19102 874303823 ORCHESTRA MGMT PA 501(C)(3) LINE 7 N/A 0 TICKET PHILADELPHIA 1500 WALNUT ST 17TH FLR PHILADELPHIA PA 19102 455625606 TICKET SALES PA KIMMEL CENTER RELATED 0 1 0.70780 0 0 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 1