2025-10-27T09:26:34-05:00 2025-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 203 DEDHAM MA 02026 990 2024-07-01 237267766 PLYMOUTH PHILHARMONIC ORCHESTRA INC PLYM 5087468008 PO BOX 3174 PLYMOUTH MA 02361 HEATHER COZBY TREASURER 5087468008 2025-10-22 1 0 COLLEEN D'ALFONSO CPA P01707306 6172629898 2025-10-22 2024 2025-03-06 01:10:19Z HEATHER COZBY PO BOX 3174 PLYMOUTH MA 02361 1552225 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. 9 9 170 96 0 0 650816 960176 566926 509001 9371 55603 0 1682 1227113 1526462 0 0 0 0 953873 931658 0 0 138463 607884 585011 1561757 1516669 -334644 9793 996734 1113042 280651 336659 716083 776383 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 1091808 509001 SYMPHONY ORCHESTRA OPERATED FOR EDUCATIONAL PURPOSES. 1091808 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 170 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X KARA MCEACHREN EXECUTIVE DIRECTOR 5087468008 116 COURT STREET 3RD FLOOR PLYMOUTH MA 02360 PHIL HILDEBRANDT CHAIR 3.00 X X 0 0 0 KEVIN KILEY VICE CHAIR 3.00 X X 0 0 0 HEATHER COZBY TREASURER 3.00 X X 0 0 0 LINDA SEALE BOARD MEMBER 3.00 X 0 0 0 MARY TOROPOV CLERK 3.00 X X 0 0 0 DEBORAH BOWEN BOARD MEMBER 1.00 X 0 0 0 JOHN EMLER BOARD MEMBER 1.00 X 0 0 0 ELIZABETH PINEAULT BOARD MEMBER 1.00 X 0 0 0 GEOFFREY STEWART BOARD MEMBER 1.00 X 0 0 0 KARA MCEACHERN EXECUTIVE DIRECTOR (CURRENT) 40.00 X 0 0 0 KIM CORBEN EXECUTIVE DIRECTOR (FORMER) 40.00 X 153586 0 2090 153586 0 2090 1 1 1 0 0 111499 159175 689502 960176 CONCERT TICKET SALES 711130 509001 509001 509001 55603 55603 27445 111499 25763 1682 1682 1526462 509001 0 57285 X 155672 15567 54485 85620 666490 577497 82772 6221 10007 8535 1283 189 99489 66510 22805 10174 30260 1476 28784 14332 14332 4816 986 3830 103974 62069 41905 9451 3610 5841 1122 1122 3022 3022 PRODUCTION 70542 70542 POSTAGE AND SHIPPING 68136 64603 3533 SOLOISTS 52873 52873 TICKETING 49645 49645 176838 103563 37016 36259 1516669 1091808 286398 138463 38930 240497 318578 167525 10209 10059 31695 28930 2256 2765 602925 566539 23836 125657 996734 1113042 45258 31510 212557 177464 22836 127685 280651 336659 X 709076 748876 7007 27507 716083 776383 996734 1113042 9793 50507 0 X X 0 1 X 1 0 X 582785 1591684 1451891 650816 802683 5079859 582785 1591684 1451891 650816 802683 5079859 5079859 180 57 11541 9371 55603 76752 5156611 1075927 0.98510 0.99540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 425000 425000 425000 425000 375000 50000 425000 300000 75000 375000 300000 300000 1.00000 0 0 31695 28930 2765 2765 SECURITY DEPOSIT 2000 OPERATING LEASE RIGHT OF USE ASSET 123657 125657 OPERATING LEASE LIABILITY 127685 127685 X 1576969 50507 50507 1526462 0 1526462 1516669 0 1516669 0 1516669 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 2025 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 2022 THROUGH 2024 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. GOLF 48409 35254 13155 5345 5818 100 1536 CONCERT 24165 16625 7540 750 164 1500 1528 1 66370 59620 6750 575 5086 2000 1361 138944 111499 27445 6670 11068 3600 4425 25763 1682 X 0 0 0 0 0 0 0 0 0 KIM CORBEN EXECUTIVE DIRECTOR (FORMER) 153586 0 0 0 0 0 2090 0 0 0 155676 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FINANCE COMMITTEE WAS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING. AFTER FILING, SHOULD A MATERIAL CHANGE BE MADE AWARE TO THE ORGANIZATION'S GOVERNING BODY, AN AMENDED RETURN WILL BE PROMPTLY FILED. 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 THE ORGANIZATION' COMPENSATION COMMITTEE FOLLOWS A POLICY PROTOCOL AND CONDUCTS PERFORMANCE EVALUATIONS TO DETERMINE THE COMPENSATION FOR EXECUTIVE LEADERSHIP ON A BIENNIAL AND CONTEMPORANEOUS BASIS. THESE POLICIES INCLUDE, BUT ARE NOT LIMITED TO, COMPARISON OF COMPENSATION TO SIMILARLY QUALIFIED INDIVIDUALS IN SIMILAR SIZED ORCHESTRAS. 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 PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 34,223. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,737. TOTAL EXPENSES 38,960. CULTIVATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 31,522. TOTAL EXPENSES 31,522. CONCERT/HALL CREW: PROGRAM SERVICE EXPENSES 29,523. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,523. MUSIC: PROGRAM SERVICE EXPENSES 22,768. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,768. SOFTWARE AND COMPUTERS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,099. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,099. SERVICE CHARGES: PROGRAM SERVICE EXPENSES 8,772. MANAGEMENT AND GENERAL EXPENSES 986. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,758. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 5,264. MANAGEMENT AND GENERAL EXPENSES 3,548. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,812. DUES AND LICENSES: PROGRAM SERVICE EXPENSES 400. MANAGEMENT AND GENERAL EXPENSES 5,805. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,205. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,669. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,669. STAFF AND BOARD DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,909. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,909. HOSPITALITY: PROGRAM SERVICE EXPENSES 2,613. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,613. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.