Oklahoma Philharmonic Society, Inc.
424 Colcord Drive, Suite B
Oklahoma City OK 73102
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Oklahoma City Philharmonic
Mission Statement

The mission of the Oklahoma City Philharmonic is to provide inspiration and joy to the community through orchestral music.

OKC Philharmonic
Contact Information
Contact Name Eddie Walker
Contact email tickets@okcphil.org
Address 424 Colcord Drive, Suite B
Oklahoma City, OK 73102
Phone (405) 232-7575
Fax 405-232-4353
County Oklahoma County
How to Give
Donate with Credit Card http://www.okcphil.org
Donate to Endowment http://occf.org/opsaf/
Other ways to donate, support or volunteer

Donors may contribute online, by phone or through the mail.  The Philharmonic welcomes pledges to our annual fund, gifts of cash, stock, in-kind donations, and cash or deferred gifts for endowment.

Financial Summary
 
 
Projected Revenue $5,139,574.00
Projected Expenses $5,139,574.00
History and Background
Former Names
NameYear
N/A
Year Founded 1988
IRS Ruling Year 1988
State Registration Expiration Sept 2017
Statements
Mission

The mission of the Oklahoma City Philharmonic is to provide inspiration and joy to the community through orchestral music.

Background
Tracing its roots to the city’s first professional orchestra in 1924, the Oklahoma City Philharmonic formed in 1988 under the musical direction of Joel Levine with the help of many civic leaders and corporations.
The Philharmonic employs professional musicians in a per service contract.  With performances from September through May, the Philharmonic presents a series of eight Classics concerts and six pairs of Pops concerts each season. Regional performances and many educational outreach concerts, including the Discovery Series and Youth Concerts to area school children, are presented by the OKC Philharmonic. Holiday performances of “The Christmas Show!”, the July 3rd concert in downtown Oklahoma City, the July 4th concert in Yukon, OK, and the annual Labor Day concert presented at the Oklahoma City Community College have become family traditions for thousands in Central Oklahoma.
 
Maestro Joel Levine is one of the most versatile and active conductors in America today. He has conducted extensively throughout the United States, Mexico and Europe for a wide variety of dance, theater and symphonic performances during the course of his career. Levine has appeared on the podiums of many of our country's major orchestras including St. Louis, Minnesota, Baltimore, Indianapolis, Detroit, Seattle and Denver.  Maestro Levine was named "Oklahoma Musician of the Year" for 1992 and was a recipient of the 1989 Governor's Arts Award.
 
Throughout the years, the orchestra has performed a diverse selection of music with many different stars.  The OKC Philharmonic has appeared with Michael Martin Murphey in a performance titled “Sagebrush Symphony” recorded for the program “Austin City Limits”. Kathie Lee Gifford invited the Phil to perform in her CBS Christmas Special Just in Time for Christmas. Guest Artists have included Itzhak Perlman, Amy Grant, Yo Yo Ma, Joshua Bell, Tony Bennett, Olivia Newton-John, Bebe Neuwirth, Sir James Galway, and most recently Renee Fleming, Pink Martini, and Chris Botti. 
 
In September 2001, the OKC Philharmonic opened its season in the newly renovated Civic Center Music Hall. One of the Metropolitan Area Projects (MAPS), this $52.2 million renovation saw the complete reconstruction of the performance chamber into the Thelma Gaylord Performing Arts Theater. The theater is transformable from a concert hall into a Broadway theater house and maintains state-of-the-art acoustics in any configuration.
Needs
The Philharmonic's Annual Fund includes gifts from individuals, corporations and foundations. Gifts can support specific educational programming, sponsor concerts and most importantly, be unrestricted. Unrestricted revenues provide funding for the staffing infrastructure responsible for concert production, creating new education programs and audience and community engagement.
 
To respond to a growing and changing community, the Philharmonic seeks ways to serve concert audiences beyond traditional orchestral and popular styles of music. Gifts in the range of $25,000-$40,000 can make possible collaborations with mainstream, contemporary artists capable of attracting younger and more diverse audiences, thereby broadening the orchestra's impact into the community and developing future audiences.
Area Served
Area Served
Geographic Area Served
Central Oklahoma
The Philharmonic primarily serves the greater Oklahoma City metro area, and some programming reaches individuals from across the state.
CEO/Executive Director
CEO/Executive Director Eddie Walker
Start Date Nov 1989
Email ewalker@okcphil.org
Senior Staff
NameTitle
Joel LevineMusic Director
Eddie WalkerExecutive Director
Staff
Number of Full-time Staff 15
Number of Part-time Staff 20
Number of Contract Staff 80
Number of Volunteers 450
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Organizational Plans
Fundraising Plan Yes
Policy against commission-based compensation for fundraising consultant Yes
Communication Plan No
Strategic Plan Yes
Management Succession Plan No
Organization Policies and Procedures Yes
Collaborations
The Oklahoma City Philharmonic regularly collaborates with Oklahoma City Ballet and Canterbury Choral Society for programming; Allied Arts, the Oklahoma Arts Council and the Oklahoma City Orchestra League for financial support; and local schools and the Orchestra League for education programming.
Affiliations
AffiliationYear
Allied Arts member agency1989
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Board Chair
Name Ms. Louise Churchill
Company Affiliation Hale & Company
Term July 2017 to June 2018
Board of Directors
List Current as of Sept 01, 2016
Board of Directors List
NameAffiliationStatus
Steve Agee Meinders School of Business at Oklahoma City University Voting
Patrick Alexander The Children's CenterVoting
Edward Barth Andrews DavisVoting
Lori Black Edmond Public Schools FoundationVoting
Louise Churchill Hale & CompanyVoting
Robert Clements Clements FoodVoting
Teresa Cooper Community LeaderVoting
Lawrence Davis MAP RoyaltyVoting
Joseph Fleckinger Community LeaderVoting
Debbie Fleming Oklahoma City UniversityVoting
Ryan Free The Oklahoman Media CompanyVoting
Josephine Freede Community LeaderVoting
Margaret Freede-Owens OU Health Science CenterVoting
Kirk Hammons Metro Mark RealtorsVoting
Jane B. Harlow Community LeaderVoting
Brent Hart Gulfport Energy Corp.Voting
Dean Jackson Community LeaderVoting
Jane Jayroe Gamble Community LeaderVoting
Michael E. Joseph McAfee & TaftVoting
Kathy Kerr Kerr 3 Design GroupVoting
Wes Knight Bank of OklahomaVoting
Brad Krieger Arvest BankVoting
Carol McCoy Oklahoma City Orchestra LeagueVoting
David McLaughlin Community LeaderVoting
Mary Nichols Community LeaderVoting
Donald Rowlett OG&EVoting
Melissa Scaramucci Community LeaderVoting
John Shelton Harding & Shelton Inc.Voting
Dick Sias Ad Astra FoundationVoting
Jeff Starling Devon Energy Corp.Voting
Glenna Tanenbaum Community LeaderVoting
Mark Taylor Traditions FurnitureVoting
Donita Thomas MidFirst BankVoting
Tony Welch Griffin CommunicationsVoting
Cheryl White FlogistixVoting
Ashley Wilemon Saxum PRVoting
Wendi Wilson Oklahoma City Orchestra LeagueVoting
Governance
Board Term Lengths 3 years
Percentage of Board Making Monetary Contributions to the Organization 86 %
Percentage of Board Making In-Kind Contributions to the Organization 0 %
Board Orientation Yes
Constituency Includes Client Representation Yes
Written Board Selection Criteria? Under Development
Current Fiscal Year
Fiscal Year July 01, 2017-June 30, 2018
Current Year Budgeted Total Income $5,139,574
Current Year Budgeted Total Expenses $5,139,574
Financial Documents
Audit2016
Audit2015
Audit2014
Audit2013
Audit2012
Audit2011
Audit2010
Audit2009
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201620152014
Total Revenue$4,213,929$5,457,214$5,810,611
Total Expenses$5,098,794$5,127,204$4,891,533
Revenue Less Expenses($884,865)$330,010$919,078
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Contributions$1,858,813$2,944,666$2,228,381
Foundation and
Corporation Contributions
------
Government Contributions$85,566$93,359$103,740
Federal------
State$85,566$93,359$103,740
Local------
Unspecified------
Individual Contributions------
$113,228$80,841$80,340
$1,935,137$2,074,836$1,947,345
Investment Income, Net of Losses$99,369$94,770$117,055
Unrealized Gain/Loss($76,668)$167,198$1,333,750
Membership Dues------
Special Events------
Revenue In-Kind$196,786----
Other$1,698$1,544--
Expense Allocation
Fiscal Year201620152014
Program Expense$4,079,132$4,179,588$3,319,635
Administration Expense$854,302$788,092$1,274,898
Fundraising Expense$165,360$159,524$297,000
Payments to Affiliates------
Total Revenue/Total Expenses0.831.061.19
Program Expense/Total Expenses80%82%68%
Fundraising Expense/Contributed Revenue83%92%161%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$12,172,599$12,954,471$14,492,512
Current Assets$2,214,055$2,113,665$2,215,930
Long-Term Liabilities------
Current Liabilities$1,227,433$1,124,440$1,062,590
Total Net Assets$10,945,166$11,830,031$13,429,922
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities1.801.882.09
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountEarned Revenue $1,935,137Contributions $2,944,666Contributions $2,228,381
Second Highest Funding Source & Dollar AmountContributions $1,858,813Earned Revenue $2,074,836Earned Revenue $1,947,345
Third Highest Funding Source & Dollar AmountRevenue-In-Kind $196,786Realized & Unrealized Gains/(Losses) $167,198Realized & Unrealized Gains/(Losses) $1,333,750
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? No
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Comments on Financials
Foundation Staff Comments
All prior year financial information is from the IRS Form 990s.

The organization has provided the following note: “The audited financial statements and Form 990 represent combined assets and operating performance of both the Oklahoma Philharmonic Society, Inc. and the Oklahoma City Philharmonic Foundation. These documents, therefore, reflect foundation investment performance unrelated to the operations of the Oklahoma City Philharmonic. Net change in assets from operations for the fiscal year ending June 30, 2016 resulted in a surplus of $2,589.00.”
 
FY ending 6/30/15 reflects an adjustment of ($1,929,901) on page 12 of form 990 reflected as "Other changes in Net Assets" This is footnoted as Net assets of the Oklahoma City Philharmonic Foundation included in the consolidated financial statement.
 
The financial information presented is obtained from the following sources: IRS Form 990, independent audit reports, financial statements – board approved when available, and supplemental information from the organization. We do not warrant or guarantee the timeliness, errors or inaccuracies. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or interpretation by OCCF staff.
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
 
Address 424 Colcord Drive, Suite B
Oklahoma City, OK 73102
Primary Phone 405 232-7575
Contact Email tickets@okcphil.org
Give with Credit Card http://www.okcphil.org
Give to Endowment http://occf.org/opsaf/
CEO/Executive Director Eddie Walker
Board Chair Ms. Louise Churchill
Board Chair Company Affiliation Hale & Company

 

Related Information

Allied Arts Agencies

Allied Arts represents and supports 26 local arts groups in Oklahoma City and surrounding areas and serves as the advocate for central Oklahoma's arts and cultural community. Founded in 1971 as Oklahoma's only United Arts Fund, Allied Arts champions the arts by: Mobilizing critical resources to foster the dynamic growth of the arts Providing technological, administrative and ot...