Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 853,554 | 760,303 | 826,328 | 958,924 | 987,256 | 4,386,365 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 853,554 | 760,303 | 826,328 | 958,924 | 987,256 | 4,386,365 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 4,386,365 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 853,554 | 760,303 | 826,328 | 958,924 | 987,256 | 4,386,365 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 5,091 | 5,091 | ||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 4,391,456 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | ORGANIZATIONAL HISTORY: ESTABLISHED 2008, THE SAVANNAH PHILHARMONIC ORCHESTRA (SPO) A 501 (C) 3 HAS GROWN TO A NEARLY 1.7 MILLION OPERATING BUDGET, WITH 5 FULL-TIME STAFF MEMBERS, 3 PART-TIME STAFF MEMBERS, 78 CONTRACT-AND FEE-BASED MUSICIANS, 80 VOLUNTEER CHORISTERS, AND 24-MEMBER BOARD OF DIRECTORS. SPO HAS BEEN CONTRIBUTING TO THE SAVANNAH-METROPOLITAN AREA FOR NEARLY A DECADE THROUGH ORCHESTRAL PERFORMANCES RANGING FROM CLASSICS TO POPULAR SHOW TUNES. SPO HAS PERFORMED IN A MULTITUDE OF LOCATIONS THROUGHOUT SAVANNAH INCLUDING, BUT NOT LIMITED TO, THE LUCAS THEATRE, CATHEDRAL OF ST. JOHN THE BAPTIST, TYBEE POST THEATRE, JOHNNY MERCER THEATRE, THE BAND SHELL IN HISTORIC FORSYTH PARK, AND AREA NEIGHBORHOOD COMMUNITY CENTERS. AT ITS LARGEST CAPACITY, SPO HAS PLAYED FOR OVER 20,000 INDIVIDUALS CATERING TOWARDS AN INCLUSIVE AUDIENCE. SINCE ITS INCEPTION NEARLY TEN YEARS AGO, SPO HAS STRENGTHENED THE SENSE OF ARTS AND CULTURE IN THE SAVANNAH-METROPOLITAN AREA AND CONTINUALLY WORKS TO EXPAND PROGRAMS OFFERED TO ADAPT TO THE NEEDS AND PREFERENCE OF THE COMMUNITY. LAST YEAR, SPO ENRICHED THE LIVES OF NEARLY 3,000 STUDENTS, 40,000+ AUDIENCE MEMBERS, AND INCREASED TO MORE THAN 300 FULL-SEASON SUBSCRIBERS, AND NEARLY 400 ANNUAL FUND DONORS. WITH GREAT PRIDE, 2018-19 MARKS THE TENTH ANNIVERSARY SEASON FOR SPO. SPO SERVES THE SAVANNAH-METROPOLITAN AREA AND SURROUNDING COMMUNITIES BY OFFERING, EIGHT FULL-ORCHESTRAL CONCERTS AND SEVEN CHAMBER CONCERTS EACH SEASON. OUTSIDE THE CONCERTS HALL, SPO OFFERS A VARIETY OF COMMUNITY OUTREACH PROGRAMS INCLUDING CAROLING ON BROUGHTON STREET, PICNIC IN THE PARK, AND PHILHARMONIC IN THE STREETZ. EACH OF THESE PROGRAMS ARE FREE AND OPEN TO THE PUBLIC AND OFFER A FUN, FAMILY-FRIENDLY EXPERIENCE. ALSO, SPO TAKES GREAT PRIDE IN THEIR EDUCATIONAL PROGRAM, ORCHESTRA LAB IN PARTNERSHIP WITH SAVANNAH CHATHAM PUBLIC SCHOOL SYSTEM. MISSION STATEMENT: THE MISSION OF SAVANNAH PHILHARMONIC IS TO INFORM, INSTRUCT AND ENRICH THE COMMUNITY THROUGH ORCHESTRAL AND CHORAL PERFORMANCES, AS WELL AS TO PROMOTE AND INCREASE COMMUNITY KNOWLEDGE AND APPRECIATION FOR THE ARTS. COMMUNITY IMPACT: TO GAIN A SENSE OF SPO'S COMMUNITY REACH IN THE SAVANNAH-METROPOLITAN AREA, 2017 ATTENDANCE RECORDS REFLECT APPROXIMATELY 41,000 INDIVIDUALS OUT OF THE 300,000 PLUS AREA RESIDENTS, ATTENDED A PERFORMANCE OFFERED BY SPO. SPO SURVEYS ATTENDEES DURING AND FOLLOWING CONCERTS AND EVENTS. INTERESTINGLY, DESPITE THE DIVERSITY IN ETHNICITY AND AGE DEMOGRAPHICS, AUDIENCES SERVED HAVE SIMILAR STATISTICAL DATA RESULTS. ALTHOUGH THE PRIMARY AGE OF INDIVIDUALS ATTENDING THE EVENTS WERE ADULTS BETWEEN THE AGES OF 21 AND 59 WITH 20,700 ATTENDEES, APPROXIMATELY 8,000 STUDENTS BETWEEN THE AGES OF 5- 20 WERE SERVED BY SPO. THE REMAINING 12,300 INDIVIDUALS WERE SENIORS OVER THE AGE OF 60. ADDITIONALLY, THE VARIETY OF ETHNIC GROUPS VARIED GREATLY AND INCLUDED AFRICAN AMERICANS, ASIANS, CAUCASIANS, LATINA/HISPANICS, NATIVE AMERICANS, AND OTHERS. NEARLY ONE-THIRD OF THE AUDIENCE MEMBERS WERE AFRICAN AMERICAN (12,300) FOLLOWED BY 24,600 CAUCASIANS. THE REMAINING 4,100 INDIVIDUALS BELONGED TO OTHER ETHNIC GROUPS. PARTNERSHIPS MATTER: STRATEGIC COLLABORATIONS PROVIDE OPPORTUNITY FOR BROADER COMMUNITY ENGAGEMENT. THE MORE FOLKS SPO CAN TOUCH, THE GREATER OPPORTUNITY TO FULFILL THEIR MISSION OF CULTIVATING VIBRANT GROWTH AND APPRECIATION FOR THE ARTS IN THE COMMUNITY. AS AN EXAMPLE, FOR THE FIFTH YEAR, SPO WILL AGAIN PARTNER WITH THE CITY OF SAVANNAH TO PRODUCE AND PRESENT PICNIC IN THE PARK. THIS DYNAMIC, AND FAMILY FRIENDLY EVENT NOT ONLY GIVES SPO THE OPPORTUNITY TO SHARE LIVE ORCHESTRAL MUSIC WITH THE ENTIRE COMMUNITY, IT ALSO ENABLES, IN PARTNERSHIP WITH LOCAL SCHOOLS AND COLLEGES, AND COMMUNITY PARTNERSHIPS, TO REACH A LARGE AND DIVERSE AUDIENCE. WITH OVER TWENTY ORGANIZATIONS PARTICIPATING, INCLUDING US ARMY 3RD ID, GEORGIA POWER, WTOC-TV, GPB SAVANNAH 91.1, PARKER'S, FIRST CITIZENS BANK, THOMAS & HUTTON AND COCA-COLA UNITED, SPO IS ABLE TO ENGAGE NEARLY 20,000 CITIZENS EACH YEAR AT THIS SINGLE EVENT. SPO IS A CULTURAL BEACON AND IS COMMITTED TO CULTIVATING A THRIVING PERFORMING ARTS COMMUNITY IN SAVANNAH FOR ALL CITIZENS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS INCLUDED IN THE ANNUAL BOARD PACKAGE WITH OTHER OFFICIAL DOCUMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD DISCUSSES THEIR CONFLICT OF INTEREST POLICIES AT LEAST ONCE A YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION HAS A PERSONNEL COMMITTEE WHO ANNUALLY REVEIWS AND RECOMMENDS ACTION TO THE EXECUTIVE COMMITTEE RELATIVE TO PERFORMANCE REVIEW AND COMPENSATION FOR EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR/CONDUCTOR. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S CORPORATE OFFICE. |
| FORM 990, PART XI, LINE 9 | CHORUS INCOME OVER EXPENSES 581 CHORUS NET ASSETS -581 |
| Software ID: | |
| Software Version: |