BOSTON PHILHARMONIC ORCHESTRA CORPORATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON PHILHARMONIC ORCHESTRA CORPORATION (EIN 04-2678312)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202431349349302123
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T08:28:50-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042678312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON PHILHARMONIC ORCHESTRA | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOST | BusinessNameControlTxt |
| Phone | 6172360999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 HUNTINGTON AVE 209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERIE BUSH | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 6172360999 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERIE | PersonFirstNm |
| Person Last | BUSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLE REILLY CPA | PreparerPersonNm |
| PTIN | P01633587 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHERIE BUSH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,167,553 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOSTONPHIL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE BOSTON PHILHARMONIC ORCHESTRA (BPO) IS TO BRING THE VIBRANT JOY OF GREAT MUSIC TO NEW AND EXISTING AUDIENCES THROUGH ENGAGEMENT AND CONNECTION WITH THE MUSIC, THE PLAYERS AND THE CONDUCTOR. THROUGH OUR MUSIC, THE BPO ASPIRES TO EXPAND THE HUMAN 'POSSIBILITY AND REDEFINE AND REINVIGORATE THE CLASSICAL MUSIC EXPERIENCE FOR AUDIENCES AND PLAYERS ALIKE. THROUGH THE BOSTON PHILHARMONIC YOUTH ORCHESTRA AND CRESCENDO! COMMUNITY ENGAGEMENT PROGRAMS, WE WORK TO SHAPE FUTURE LEADERS THROUGH MUSIC AND TO FULFILL OUR VISION OF PASSIONATE MUSIC-MAKING WITHOUT BOUNDARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 196 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,905,257 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,514,786 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $313,845 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $548,749 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,682 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,575 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,507 | PYOtherRevenueAmt |
| CY Other Revenue | -$50,725 | CYOtherRevenueAmt |
| PY Total Revenue | $3,244,291 | PYTotalRevenueAmt |
| CY Total Revenue | $4,020,385 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,374 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,194,500 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,425,998 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $500,757 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,955,147 | PYOtherExpensesAmt |
| CY Other Expenses | $2,770,010 | CYOtherExpensesAmt |
| PY Total Expenses | $3,184,021 | PYTotalExpensesAmt |
| CY Total Expenses | $4,196,008 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $60,270 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$175,623 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,622,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,519,867 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $177,910 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,607 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,444,185 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,288,260 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BOSTON PHILHARMONIC ORCHESTRA (BPO) IS COMMITTED TO BRINGING PASSIONATE MUSIC-MAKING TO THE WORLD. THROUGH OUR PROBING, INNOVATIVE PERFORMANCES OF THE HIGHEST QUALITY, CAREFULLY DESIGNED PROGRAMS, INFORMATIVE AND INTELLIGENT PROGRAM NOTES, AND PRE-CONCERT LECTURES THAT HEIGHTEN AUDIENCE PARTICIPATION, THE BPO REACHES TO THE HEART OF GREAT MUSIC TO OFFER AN EXPANSIVE, ENRICHING EXPERIENCE FOR PLAYERS AND AUDIENCES ALIKE. THE BOSTON PHILHARMONIC YOUTH ORCHESTRA EXPANDS THE IMPACT OF THE BPO, WITH A MISSION OF "SHAPING FUTURE LEADERS THROUGH MUSIC." BPYO OFFERS A UNIQUE OPPORTUNITY FOR YOUNG INSTRUMENTALISTS WHO WANT TO STUDY GREAT ORCHESTRAL REPERTOIRE IN A MUSICALLY DYNAMIC AND INTELLECTUALLY CHALLENGING COMMUNITY. IN LIGHT OF OUR BELIEF THAT MUSIC IS FOR EVERYONE, EDUCATION AND OUTREACH ARE AT THE CORE OF THE BOSTON PHILHARMONIC'S ACTIVITIES. IT IS OUR DRIVING PHILOSOPHY THAT EVERYONE WILL GROW TO LOVE MUSIC WHEN GIVEN THE TOOLS TO DISCOVER AND UNDERSTAND IT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,407,493 | ExpenseAmt |
| Revenue | $214,108 | RevenueAmt |
| Desc | BOSTON PHILHARMONIC YOUTH ORCHESTRA (BPYO): WITH A MISSION OF SHAPING FUTURE LEADERS THROUGH MUSIC, THE TUITION-FREE BPYO PROVIDES A UNIQUE OPPORTUNITY FOR ACCOMPLISHED YOUNG MUSICIANS (AGES 12-21) TO STUDY GREAT ORCHESTRAL REPERTOIRE IN A MUSICALLY DYNAMIC AND INTELLECTUALLY CHALLENGING COMMUNITY. IN ADDITION TO FREQUENT PERFORMANCES IN BOSTON'S SYMPHONY HALL AND SANDERS THEATRE, THE BPYO TOURS ANNUALLY AND HAS PERFORMED IN CARNEGIE HALL AND THROUGHOUT EUROPE AND SOUTH AMERICA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,744,248 | ExpenseAmt |
| Revenue | $346,456 | RevenueAmt |
| Desc | BOSTON PHILHARMONIC ORCHESTRA (BPO): ONE OF BOSTON'S PREMIER ORCHESTRAS, THE BPO IS COMMITTED TO BRINGING PASSIONATE MUSIC-MAKING TO THE WORLD. THE MEMBERS OF THE BPO ARE A UNIQUE BLEND OF PROFESSIONAL, STUDENT, AND AMATEUR MUSICIANS. THROUGH PROBING, INNOVATIVE PERFORMANCES OF THE HIGHEST QUALITY, CAREFULLY DESIGNED PROGRAMS, INFORMATIVE AND INTELLIGENT PROGRAM NOTES, AND PRE-CONCERT LECTURES THAT HEIGHTEN PARTICIPATION, THE BPO REACHES TO THE HEART OF GREAT MUSIC TO OFFER AN EXPANSIVE, ENRICHING EXPERIENCE FOR PLAYERS AND AUDIENCES ALIKE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $275,468 | ExpenseAmt |
| Desc | THE BENJAMIN ZANDER CENTER IS AN INITIATIVE DEDICATED TO CAPTURING THE IMPACTFUL LEGACY OF BENJAMIN ZANDER, THE ORCHESTRA'S FOUNDER. THROUGH AN INNOVATIVE WEB PORTAL (THE BENJAMIN ZANDER CENTER), A RECORD LABEL (BRATTLE MEDIA), AND OTHER SPECIAL PROJECTS, THE MEDIA CENTER'S MISSION IS TO BRING THE TRANSFORMATIVE POWER OF ZANDER'S TEACHINGS TO A GLOBAL AUDIENCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CRESCENDO EDUCATION & COMMUNITY OUTREACH PROGRAM: THE BOSTON PHILHARMONIC ORCHESTRA (BPO) IS COMMITTED TO PROVIDING OPPORTUNITIES AND TOOLS FOR THE LOCAL COMMUNITY TO LEARN ABOUT AND HELP CREATE A PERSONAL CONNECTION TO CLASSICAL MUSIC. WITH A VISION OF PROVIDING A COMPREHENSIVE EDUCATIONAL EXPERIENCE THAT STUDENTS CAN TAKE FROM THE CLASSROOM TO THE PERFORMANCE HALL TO THEIR HOMES, THE EDUCATION AND COMMUNITY ENGAGEMENT PROGRAM INCLUDES SCHOOL VISITS BY BPO MUSICIANS, FREE TICKETS FOR SCHOOL GROUPS, AND PROGRAM BOOKS, ONLINE STUDY GUIDES AND ACTIVITIES DESIGNED FOR YOUNG PEOPLE TO WORK ON WITH THEIR TEACHERS OR FAMILIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,427,209 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 196 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISABETH CHRISTENSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172360999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 HUNTINGTON AVENUE STE 209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BENJAMIN ZANDER | ||||||
| DIRECTOR, MUSIC DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $3,824 | |
| SHERIE BUSH | ||||||
| CHAIR | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THOMAS J RAFFA | ||||||
| VICE CHAIR, TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREW GOODEARL | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANICE FORGAYS | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JERILYN ASHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARMENNE DERDERIAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES DORNBUSH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALYN WHITE DREYFOUS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE FEARER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| URS GAUCHAT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUNG-DAE HONG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA KUNG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WINFIELD PERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MALCOLM SALTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER SHECKMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRICIA ROSE STONE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD JAMES TRANT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELISABETH CHRISTENSEN | ||||||
| MANAGING DIRECTOR | 40.00 | $150,000 | $0 | $18,528 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,352 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $216,755 | FundraisingAmt |
| All Other Contributions | $3,298,031 | AllOtherContributionsAmt |
| Total Contributions | $3,514,786 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET INCOME | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $548,749 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $548,749 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $548,749 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,493 | TotalRevenueColumnAmt |
| Exclusion | $7,493 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,550 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,468 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82 | TotalRevenueColumnAmt |
| Exclusion | $82 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,160 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $216,755 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $136,700 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$62,540 | TotalRevenueColumnAmt |
| Exclusion | -$62,540 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,815 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,815 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,815 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,020,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $560,564 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$54,965 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,914 | TotalAmt |
| Program Services | $85,457 | ProgramServicesAmt |
| Management And General | $49,565 | ManagementAndGeneralAmt |
| Fundraising | $35,892 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,363 | TotalAmt |
| Program Services | $763,758 | ProgramServicesAmt |
| Management And General | $99,889 | ManagementAndGeneralAmt |
| Fundraising | $96,716 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,979 | TotalAmt |
| Program Services | $40,616 | ProgramServicesAmt |
| Management And General | $841 | ManagementAndGeneralAmt |
| Fundraising | $2,522 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,616 | TotalAmt |
| Program Services | $106,018 | ProgramServicesAmt |
| Management And General | $39,787 | ManagementAndGeneralAmt |
| Fundraising | $28,811 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,126 | TotalAmt |
| Program Services | $51,988 | ProgramServicesAmt |
| Management And General | $13,485 | ManagementAndGeneralAmt |
| Fundraising | $10,653 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,611 | TotalAmt |
| Program Services | $17,806 | ProgramServicesAmt |
| Management And General | $10,327 | ManagementAndGeneralAmt |
| Fundraising | $7,478 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,050 | TotalAmt |
| Program Services | $5,524 | ProgramServicesAmt |
| Management And General | $3,205 | ManagementAndGeneralAmt |
| Fundraising | $2,321 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,124 | TotalAmt |
| Program Services | $146,410 | ProgramServicesAmt |
| Fundraising | $175,714 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,127 | TotalAmt |
| Program Services | $17,561 | ProgramServicesAmt |
| Management And General | $10,189 | ManagementAndGeneralAmt |
| Fundraising | $7,377 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,042 | TotalAmt |
| Program Services | $105,342 | ProgramServicesAmt |
| Management And General | $2,726 | ManagementAndGeneralAmt |
| Fundraising | $1,974 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,371 | TotalAmt |
| Program Services | $227,813 | ProgramServicesAmt |
| Management And General | $15,404 | ManagementAndGeneralAmt |
| Fundraising | $11,154 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,889 | TotalAmt |
| Program Services | $10,437 | ProgramServicesAmt |
| Management And General | $842 | ManagementAndGeneralAmt |
| Fundraising | $610 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,194 | TotalAmt |
| Program Services | $11,097 | ProgramServicesAmt |
| Management And General | $6,436 | ManagementAndGeneralAmt |
| Fundraising | $4,661 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,951 | TotalAmt |
| Program Services | $6,476 | ProgramServicesAmt |
| Management And General | $3,755 | ManagementAndGeneralAmt |
| Fundraising | $2,720 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| TOUR PRODUCTION | $1,607,153 | $1,607,153 | ||
| COMMUNITY ENGAGEMENT | $214,368 | $113,425 | $100,943 | |
| MISCELLANEOUS | $49,353 | $45,651 | $3,189 | $513 |
| TICKET/BOX OFFICE FEES | $39,242 | $39,242 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,535 | TotalAmt |
| Program Services | $25,435 | ProgramServicesAmt |
| Management And General | $11,078 | ManagementAndGeneralAmt |
| Fundraising | $8,022 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,196,008 | TotalAmt |
| Program Services | $3,427,209 | ProgramServicesAmt |
| Management And General | $268,042 | ManagementAndGeneralAmt |
| Fundraising | $500,757 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $753 | BOYAmt |
| EOY | $622 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,160,786 | BOYAmt |
| EOY | $758,149 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,150 | BOYAmt |
| EOY | $366,034 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,582 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,892 | BOYAmt |
| EOY | $1,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $189,374 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,332 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,236 | BOYAmt |
| EOY | $79,042 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,785 | BOYAmt |
| EOY | $279,001 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,911 | BOYAmt |
| EOY | $35,029 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,622,095 | BOYAmt |
| EOY | $1,519,867 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,426 | BOYAmt |
| EOY | $223,617 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,484 | BOYAmt |
| EOY | $7,990 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,910 | BOYAmt |
| EOY | $231,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,089 | BOYAmt |
| EOY | $1,072,501 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,096 | BOYAmt |
| EOY | $215,759 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,444,185 | BOYAmt |
| EOY | $1,288,260 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,622,095 | BOYAmt |
| EOY | $1,519,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$175,623 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,698 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,757,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,930,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,894,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,905,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,514,786 | CurrentTaxYearAmt |
| Total | $13,002,936 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,757,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,930,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,894,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,905,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,514,786 | CurrentTaxYearAmt |
| Total | $13,002,936 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,946,487 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,056,449 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,493 | CurrentTaxYearAmt |
| Total | $38,624 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,815 | CurrentTaxYearAmt |
| Total | $104,490 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,146,050 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,556,628 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,831 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,663 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $89,494 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,133 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$12,302 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $81,831 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,070 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,063 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $94,133 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,464 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,606 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $77,070 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,876 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,588 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $71,464 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.61460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38540 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,330 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,544 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,243 | DepreciationAmt |
| Book Value | $23,301 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,759 | DepreciationAmt |
| Book Value | $55,741 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,042 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,171,005 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $19,698 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $130,922 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $150,620 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,020,385 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,020,385 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,326,930 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $130,922 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $130,922 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,196,008 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,196,008 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EARNINGS ON THE ORCHESTRA'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE ONGOING SUPPORT OF THE ORCHESTRA. |
| PART X, LINE 2: | THE ORCHESTRA HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME. THE ORCHESTRA REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAINTY IN INCOME TAX. FOR THE YEAR ENDED JUNE 30, 2023, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAX REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. THE ORCHESTRA'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $290,915 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $216,755 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,160 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,825 | NonCashPrizesEvent1Amt |
| Entertainment Event1 | $3,420 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $126,455 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $290,915 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $216,755 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $74,160 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,825 | NonCashPrizesTotalEventsAmt |
| Entertainment Total Events | $3,420 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $126,455 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $136,700 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$62,540 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISABETH CHRISTENSEN | PersonNm |
| Title | MANAGING DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $150,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,788 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,740 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $168,528 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FEDERAL FORM 990 IS REVIEWED IN DETAIL BY BPO'S BOARD TREASURER AND BPO'S MANAGING DIRECTOR. SUCH REVIEW TAKES PLACE UPON RECEIPT OF THE DRAFT FORM 990 RECEIVED FROM THE INDEPENDENT PUBLIC ACCOUNTING FIRM WHO CONDUCTS THE AUDIT OF BPO. THE REVIEW INVOLVES COMPARISON OF FINANCIAL DATA IN THE FORM 990 WITH THE AUDITED FINANCIAL STATEMENTS AND THE BOOKS AND RECORDS OF BPO AND A REVIEW OF ALL NARRATIVE INFORMATION FOR ACCURACY AND COMPLETENESS. THE FORM 990 IS THEN PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION. UPON APPROVAL BY THE BOARD OF DIRECTORS, THE FORM 990 IS SIGNED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOSTON PHILHARMONIC ORCHESTRA CORPORATION HAS A POLICY OF NOT ENGAGING IN ANY BUSINESS TRANSACTION OF ANY TYPE THAT MAY DIRECTLY OR INDIRECTLY BENEFIT AN INDIVIDUAL BOARD MEMBER. POTENTIAL CONFLICTS ARE MONITORED BASED UPON REVIEW WITH THE BOARD AND EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORCHESTRA'S EXECUTIVE DIRECTOR AND KEY EMPLOYEE (IF ANY) SALARIES ARE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND SO NOTED IN THE MINUTES. THE FINANCE COMMITTEE UTILIZES SALARY SURVEYS, COMPARABLE DATA FROM SIMILAR SIZED NOT FOR PROFIT ORGANIZATIONS AND THE SPECIFIC REQUIREMENTS OF THE ORCHESTRA. |
| FORM 990, PART VI, SECTION C, LINE 19 | BPO MAKES ITS FORM 990 AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS MAY BE MADE AVAILABLE UPON BPO'S CONSIDERATION OF THE REQUEST. |
| FORM 990, PART III, LINE 2C: | THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTS AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |