2025-05-28T14:46:00-05:00 2023-06-30 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2022-07-01 721189023 THE LOUISIANA PHILHARMONIC ORCHESTRA LOUI 5045236530 2533 COLUMBUS STREET 202 NEW ORLEANS LA 70119 ANWAR NASIR EXECUTIVE DIRECTOR 5045236530 2025-05-27 1 0 JOHN S WILES CPA P01222673 5048355522 2025-05-27 2022 2025-03-06 01:10:19Z X X ANWAR NASIR 2533 COLUMBUS STREET 202 NEW ORLEANS LA 70119 8978300 0 X LPOMUSIC.COM X 1991 LA LOUISIANA PHILHARMONIC ORCHESTRA'S MISSION IS TO TRANSFORM PEOPLE AND (CONT'D ON SCH. O) COMMUNITIES THROUGH MUSIC. 35 25 263 10 0 0 3039629 4294971 1298158 4526940 89629 33779 -9291 39998 4418125 8895688 0 0 0 0 3091493 3641354 0 3840 216122 1195506 4388143 4286999 8033337 131126 862351 2881541 4459290 974315 1578321 1907226 2880969 THE LOUISIANA PHILHARMONIC ORCHESTRA'S MISSION IS TO TRANSFORM PEOPLE AND COMMUNITIES THROUGH MUSIC. 0 0 7176582 4527095 THE LOUISIANA PHILHARMONIC ORCHESTRA IS A FULL-TIME PROFESSIONAL ORCHESTRA PRESENTING 100 PERFORMANCES A YEAR AND OUR PROGRAMMING FILLS A VOID IN EDUCATION AND COMMUNITY SERVICES WITH REGARD TO ORCHESTRAL MUSIC EXPOSURE AND HANDS-ON INTERACTION WITH OR BESIDE ORCHESTRAL MUSICIANS. WE PRIDE OURSELVES ON DEVELOPING PROGRAMS THAT ARE RESPONSIVE TO IDENTIFIED COMMUNITY NEEDS FOR LIFE-AFFIRMING ARTS AND ARTS-INTEGRATED PROGRAMMING AT LITTLE OR NO COST. LPO PROGRAMMING ALSO SUPPORTS YOUTH DEVELOPMENT BOTH IN AND THROUGH THE ARTS, AN APPROACH TO LEARNING CORRELATED WITH COGNITIVE, EMOTIONAL, AND SOCIAL GROWTH AND MEASURABLE STUDENT ACHIEVEMENT. 7176582 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 27 0 1 263 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 25 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5045236530 2533 COLUMBUS STREET 202 NEW ORLEANS LA 70119 BERNIE JAFFE BOARD PRESIDENT 1.00 X X 0 0 0 CHARLOTTE LEWIS BOARD VICE PRESIDENT 1.00 X X 0 0 0 BEN HART SECRETARY 40.00 X X 41973 0 0 JOE TOUPS TREASURER 1.00 X X 0 0 0 MICHAEL MATUSHEK ASSISTANT TREASURER 40.00 X X 28710 0 0 JIM ATWOOD ORCHESTRA PRESIDENT 40.00 X 34356 0 0 ADELAIDE BENJAMIN TRUSTEE 1.00 X 0 0 0 VALERIE BESTHOFF TRUSTEE 1.00 X 0 0 0 JULIE F BREITMEYER TRUSTEE 1.00 X 0 0 0 EVAN CONROY TRUSTEE 40.00 X 31808 0 0 ANA GERSHANIK TRUSTEE 1.00 X 0 0 0 STEPHEN HALES TRUSTEE 1.00 X 0 0 0 WILLIAM HESS TRUSTEE 1.00 X 0 0 0 ANGELA HILL TRUSTEE 1.00 X 0 0 0 EDWARD F MARTIN TRUSTEE 1.00 X 0 0 0 JONATHAN MCCALL TRUSTEE 1.00 X 0 0 0 DWIGHT MCGHEE TRUSTEE 1.00 X 0 0 0 RANNEY MIZE TRUSTEE 1.00 X 0 0 0 ELIZABETH OVERWEG TRUSTEE 40.00 X 28769 0 0 QUINN PEEPER TRUSTEE 1.00 X 0 0 0 COURTNEY-ANNE SARPY TRUSTEE 1.00 X 0 0 0 SARAH SCHETTLER TRUSTEE 40.00 X 18206 0 0 SUSAN TALLEY TRUSTEE 1.00 X 0 0 0 CATHERINE TREMAINE TRUSTEE 1.00 X 0 0 0 HANNAH YIM ORCHESTRA VICE PRESIDENT 40.00 X 38694 0 0 BARBARA SANDS LPO VOLUNTEER PRESIDENT 1.00 X 0 0 0 CHRIS BEARY TRUSTEE 1.00 X 0 0 0 JOSIAH BULLACH TRUSTEE 40.00 X 35929 0 0 JEANNE JAUBERT TRUSTEE 40.00 X 19073 0 0 MR TIMOTHY KELLY TRUSTEE 1.00 X 0 0 0 BRITTANY MAJOR TRUSTEE 1.00 X 0 0 0 CYRIL SAULNY TRUSTEE 1.00 X 0 0 0 WILLIAM SCHETTLER TRUSTEE 40.00 X 15979 0 0 JOSETTE SEIFERT TRUSTEE 1.00 X 0 0 0 STEPHEN SMITH TRUSTEE 1.00 X 0 0 0 CARLOS MIGUEL PRIETO MUSIC DIRECTOR 40.00 X 80093 0 0 ANWAR NASIR EXECUTIVE DIRECTOR 40.00 X 147720 0 0 521310 0 0 1 0 0 0 0 21000 817183 3456788 79120 4294971 CONTRACT FEES 711130 3111374 3111374 SINGLE EVENT FEES 711130 1032724 1032724 SUBSCRIPTION FEES 711130 355034 355034 REFUNDS AND RELOCATION 711130 15418 15418 PERFORMANCE LICENSE FE 711130 12000 12000 390 390 4526940 33096 33096 15171 14488 683 683 683 81516 21000 68124 13392 13392 OTHER 711130 15101 15101 REIMBURSEMENTS 711130 11350 11350 MUSICAL SCORE FEE 711130 155 155 26606 8895688 4527095 0 73622 X 496676 447497 30839 18340 2259127 2046467 141032 71628 39957 36847 2539 571 593614 534836 36858 21920 251980 227209 15658 9113 84088 82394 1340 354 3840 3840 2936578 2885596 49906 1076 122560 106349 16211 39288 26107 10923 2258 71966 46384 19407 6175 4946 3188 1334 424 442674 285636 119510 37528 101473 65402 27364 8707 1813 1168 489 156 47117 30368 12706 4043 38928 26145 12783 101466 65397 27362 8707 EQUIPMENT LEASES 171351 112163 46929 12259 OTHER 82309 53970 28339 0 GOODS 61471 40603 16989 3879 FINANCE EXPENSE 58802 38362 16050 4390 21313 14494 6065 754 8033337 7176582 640633 216122 284340 420979 1053654 1502711 31576 1491057 1217791 296008 273266 241230 881180 1006309 1349578 2881541 4459290 29614 36283 296231 334652 498470 750000 150000 144872 0 312514 974315 1578321 X 402143 1088045 1505083 1792924 1907226 2880969 2881541 4459290 862351 111392 0 X X 0 1 X 1 0 X 2423845 2044733 2635564 3039629 4294971 14438742 2423845 2044733 2635564 3039629 4294971 14438742 735007 13703735 4536 23489 16854 13020 33096 90995 476533 81516 558049 15087786 11976375 0.90830 0.94130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 994471 82927 41725 7672 1028001 1130187 -95760 39956 994471 934866 233789 38468 1130187 962471 10311 37916 934866 959847 39857 37233 962471 1.00000 1 0 1491057 1217791 273266 273266 INTEREST IN ENDOWMENT TRUST 1028001 BULK MAIL 1456 LEASE, OTHER 5575 CONCERT PRODUCTION 26050 RIGHT OF USE ASSET 288496 1349578 OPERATING LEASE LIABILITY 312514 312514 X 9075204 111392 68124 179516 8895688 0 8895688 8101461 68124 68124 8033337 0 8033337 PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE SUPPORT FOR THE ORGANIZATION'S OPERATIONS AND PROGRAM SERVICE FUNCTIONS THROUGH ITS EARNINGS AND DISTRIBUTIONS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE LPO BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 68,124. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 68,124. OPUS BALL 102516 21000 81516 1100 21950 13774 31300 102516 21000 81516 1100 21950 13774 31300 68124 13392 0 CATHERINE S MATUSHEK SPOUSE OF ASSISTANT TREASURER 30059 COMPENSATION FROM ORGANIZATION 0 PATRICIA ADAMS ATWOOD SPOUSE OF A TRUSTEE 33090 COMPENSATION FROM ORGANIZATION 0 X 1 50000 DONOR PROVIDED X 1 17500 DONOR PROVIDED X AIRLINE VOUCHERS AND ASSORTED ITEMS 1 11620 ESTIMATED RESALE 0 0 0 FORM 990, PART I, BOX G THE ORGANIZATION HAD TO FILE THEIR 2022 FORM 990 FOR THE FISCAL YEAR ENDING JUNE 30, 2023 PRIOR TO THE ISSUANCE OF THE ENTITY'S AUDITED FINANCIAL STATEMENTS. IN THE ORIGINALLY FILED RETURN, THE ORGANIZATION INDICATED THAT THE RETURN WOULD BE AMENDED IF ANY SUBSTANTIAL ADJUSTMENTS WERE REFLECTED IN THE AUDITED FINANCIAL STATEMENTS COMPARED TO WHAT WAS REPORTED ON THE ORIGINALLY FILED TAX RETURN. AS SUCH, THE ORGANIZATION IS AMENDING THEIR 2022 FORM 990 FOR THE FISCAL YEAR ENDING JUNE 30, 2023 TO REFLECT ADJUSTMENTS MADE DURING THE AUDIT THAT WERE NOT REFLECTED ON THE ORIGINALLY FILED RETURN. THERE WERE NO CHANGES TO THE 2022 FORM 990T, WHICH REMAINS INACTIVE. THE FORM 990 AND RELATED SCHEDULES HAVE BEEN ADJUSTED FOR THE FOLLOWING ITEMS: (1) TO REPORT THE INCREASE OF $813,433 IN THE STATE TAX CREDIT RECEIVABLE ON THE BALANCE SHEET AND TO RECOGNIZE THE RECEIPT OF $813,433 OF GOVERNMENT GRANTS ON THE STATEMENT OF REVENUE; (2) TO RECOGNIZE AN INCREASE IN OTHER CONTRIBUTION REVENUE OF $14,558 ON THE STATEMENT OF REVENUE; (3) TO RECOGNIZE THE $288,496 RIGHT OF USE ASSET AND THE $312,514 OPERATING LEASE LIABILITY ON THE BALANCE SHEET, AND INCREASE IN RELATED RENT EXPENSE OF $24,018 ON THE STATEMENT OF FUNCTIONAL EXPENSES; (4) TO ADJUST THE ALLOCATION OF EXPENSES BETWEEN PROGRAM SERVICE, MANAGEMENT AND GENERAL, AND FUNDRAISING ON THE STATEMENT OF FUNCTIONAL EXPENSES TO MATCH THE TOTALS FOR EACH CATEGORY AS REPORTED ON THE AUDITED FINANCIAL STATEMENTS; (5) TO UPDATE THE ALLOCATION OF NET ASSETS BETWEEN RESTRICTED AND UNRESTRICTED TO MATCH THE AMOUNTS REPORTED ON THE AUDITED FINANCIAL STATEMENTS; (6) TO UPDATE THE PUBLIC SUPPORT TEST ON SCHEDULE A TO REFLECT THE CHANGES IN REVENUE NOTED ABOVE; (7) TO REPORT THE GOVERNMENT GRANT NOTED ABOVE ON SCHEDULE B; (8) TO UPDATE SCHEDULE D TO INCLUDE THE FOOTNOTE FROM THE AUDITED FINANCIAL STATEMENTS REGARDING UNCERTAIN TAX POSITIONS AND TO ADD THE RECONCILIATION BETWEEN REVENUE AND EXPENSES PER THE AUDITED FINANCIAL STATEMENTS AND REVENUE AND EXPENSES PER THE TAX RETURN. FORM 990, PART VI, SECTION A, LINE 2 SARAH SCHETTLER AND WILLIAM SCHETTLER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MUSICIANS ELECT COMMUNITY BOARD MEMBERS. NOMINATIONS FOR COMMUNITY TRUSTEES ARE SUBMITTED BY THE BOARD OF TRUSTEES BY A DULY PASSED MOTION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A MUSICIANS ELECT COMMUNITY BOARD MEMBERS. NOMINATIONS FOR COMMUNITY TRUSTEES ARE SUBMITTED BY THE BOARD OF TRUSTEES BY A DULY PASSED MOTION OF THE BOARD FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT REPORT OF FORM 990 IS PLACED ON THE AGENDA FOR THE BOARD OF TRUSTEES MEETING. ALL TRUSTEES RECEIVE A REVIEW COPY. THE TREASURER WILL ANSWER QUESTIONS AS REQUIRED. AT THE CONCLUSION OF DISCUSSION, THE DRAFT DOCUMENT IS VOTED ON. IF APPROVED, THE PREPARER IS DIRECTED TO PREPARE A FINAL REPORT FOR SIGNATURE AND FILING. IF NOT APPROVED, THE TRUSTEES WILL DIRECT QUESTIONS TO THE PREPARER WITH A REQUEST TO SUBMIT A REVISED DRAFT REPORT. THE REVISED DRAFT REPORT, IF ANY, IS PRESENTED TO THE TRUSTEES AT THE NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH PERSON IS ANNUALLY REQUIRED TO COMPLETE A DISCLOSURE FORM FOR ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 DURING THE YEAR PRIOR TO THE EXPIRATION OF THE EXISTING MUSIC DIRECTOR'S CONTRACT, THE PRESIDENT OF THE BOARD OF TRUSTEES AND THE C.E.O. REVIEW ITS PROVISIONS USING COMPARABILITY DATA AS PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS WHICH TRACKS NATIONAL TRENDS. THE C.E.O. NEGOTIATES THE CONTRACT WITH THE MUSIC DIRECTOR'S AGENT. THE MUSIC DIRECTOR'S SALARY IS PART OF THE ANNUAL BUDGET THAT IS VOTED ON BY THE BOARD. THE BUDGET APPROVAL IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE PROVIDED UPON REQUEST AND THE DOCUMENTS ARE POSTED ON THE LPO WEBSITE: WWW.LPOMUSIC.COM. FORM 990, PART IX, LINE 11G MUSICIANS, CONDUCTORS, AND OTHER MUSICAL CONTRACT FEES: PROGRAM SERVICE EXPENSES 2,885,596. MANAGEMENT AND GENERAL EXPENSES 49,906. FUNDRAISING EXPENSES 1,076. TOTAL EXPENSES 2,936,578. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.