2023-01-20T10:05:14-06:00 2022-05-31 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990 2021-06-01 566063111 GREENSBORO SYMPHONY ORCHESTRA INC GREE 3363355456 200 NORTH DAVIE STREET STE 301 GREENSBORO NC 27401 LISA CRAWFORD PRESIDENT AND CEO 3363355456 2023-01-09 1 LISA CRAWFORD 999009999 STACY M WEST CPA P00452212 3362759886 2023-01-09 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z LISA CRAWFORD 200 NORTH DAVIE STREET STE 301 GREENSBORO NC 27401 3569093 0 X WWW.GREENSBOROSYMPHONY.ORG X 1960 NC THE MISSION OF THE GREENSBORO SYMPHONY ORCHESTRA, INC. IS TO ENRICH THE CULTURAL LIFE OF GREENSBORO, NC AND SURROUNDING AREAS THROUGH THE DEVELOPMENT, PRODUCTION, AND PROMOTION OF THE HIGHEST QUALITY MUSIC AND MUSIC EDUCATION PROGRAMS. 42 42 93 600 55398 0 755157 961177 92849 2443667 3254 1995 152795 162254 1004055 3569093 0 0 0 0 565845 1083988 0 0 107131 365321 2455064 931166 3539052 72889 30041 1606357 1104196 1106004 573802 500353 530394 X THE MISSION OF THE GREENSBORO SYMPHONY ORCHESTRA, INC. IS TO ENRICH THE CULTURAL LIFE OF GREENSBORO, NC AND SURROUNDING AREAS THROUGH THE DEVELOPMENT, PRODUCTION, AND PROMOTION OF THE HIGHEST QUALITY MUSIC AND MUSIC EDUCATION PROGRAMS. 0 0 2995276 2029923 THE GREENSBORO SYMPHONY ORCHESTRA PRESENTS 6 CLASSICAL CONCERTS WITH OUTSTANDING, WORLD-RENOWNED GUEST ARTISTS, 6 POPS CONCERTS WHICH FEATURE POPULAR GROUPS AND SOLOISTS, A COMMUNITY GOSPEL CONCERT WITH A COMMUNITY CHOIR AND SPECIAL ARTISTS, (RECENTLY STING) AT THE NEW STEVEN TANGER CENTER FOR THE PERFORMING ARTS IN DOWNTOWN GREENSBORO. OTHER PROGRAMS INCLUDE 5 CHAMBER CONCERTS AT UNCG AND ANNUAL HOLIDAY CONCERTS, FREE TO THE COMMUNITY, WHICH SERVE AS A BENEFIT CONCERT FOR THE SALVATION ARMY AT THE GREENSBORO COLISEUM AND WILLIAMS HIGH SCHOOL IN BURLINGTON. 300408 413744 THE GSO BOASTS ONE OF THE LARGEST SUITES OF MUSIC EDUCATION PROGRAMS AMONG SOUTHEASTERN ORCHESTRAS. PROGRAM HIGHLIGHTS FOLLOW: ORKIDSTRA INCLUDES MUSIC CLASSES AND CHAMBER CONCERTS FOR 4-YEAR-OLDS IN HEAD START ACROSS FOUR COUNTIES; THE LILLIAN RAUCH BEGINNING STRINGS PROGRAM, IN COLLABORATION WITH UNCG, PROVIDES INSTRUMENTS AND INSTRUCTION FREE OF CHARGE TO STUDENTS AT PECK AND CONE ELEMENTARY SCHOOLS; THE GREENSBORO SYMPHONY YOUTH ORCHESTRA, COMPRISED OF THREE ENSEMBLES- YOUTH ORCHESTRA, YOUTH PHILHARMONIC, AND YOUTH STRINGS, PROVIDES A PROFESSIONALLY DIRECTED ENVIRONMENT FOR YOUNG MUSICIANS TO STUDY, PREPARE, AND PERFORM MUSIC; GSO SMALL ENSEMBLES GIVE IN-SCHOOL PERFORMANCES FOR EVERY GUILFORD COUNTY SCHOOLS (GCS) 3RD, 4TH, AND 5TH GRADER AND FULL ORCHESTRAL CONCERTS FOR ALL GCS 3RD, 4TH, AND 7TH GRADERS AT THE TANGER CENTER; CARINGSOUND PROVIDES MUSICIAN VISITS TO PEDIATRIC PATIENTS AND FAMILIES AT CONE HOSPITAL AND IS EXPANDING TO THE MEMORY CARE UNIT. 3295684 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 92 0 1 93 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 42 42 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 NC X LISA CRAWFORD 3363355456 200 NORTH DAVIE STREET SUITE 301 GREENSBORO NC 27401 DOUG BOIKE CHAIRMAN 0.00 X X 0 0 0 CHARLES CALKINS VICE CHAIR - LEGAL 0.00 X 0 0 0 MYRNA CARLOCK SECRETARY 0.00 X X 0 0 0 MARY INGRAM VP EDUCATION 0.00 X X 0 0 0 PEGGY FOLLIN BOARD MEMBER 0.00 X 0 0 0 TIMOTHY GIBSON BOARD MEMBER 0.00 X 0 0 0 BLAKE JENNINGS BOARD MEMBER 0.00 X 0 0 0 LISA LLOYD BOARD MEMBER 0.00 X 0 0 0 DALE PHIPPS BOARD MEMBER 0.00 X 0 0 0 CAROL RAUCH BOARD MEMBER 0.00 X 0 0 0 ODED SHEIN BOARD MEMBER 0.00 X 0 0 0 MARK WATSON BOARD MEMBER 0.00 X 0 0 0 LAURA GREEN CHAIRMAN - ELECT 0.00 X 0 0 0 PEGGY HAMILTON VICE CHAIR - DEVELOPMENT 0.00 X X 0 0 0 RYAN HOMER ASSISTANT TREASURER 0.00 X X 0 0 0 SHAWN HOUCK VICE CHAIR - COMMUNITY REL 0.00 X X 0 0 0 KATHLEEN WHITMIRE BOARD MEMBER 0.00 X 0 0 0 MYRON WHITE BOARD MEMBER 0.00 X 0 0 0 COREY WILLIAMS BOARD MEMBER 0.00 X 0 0 0 CHES KENNEDY VICE CHAIR - MARKETING 0.00 X 0 0 0 MATTHEW WISE BOARD MEMBER 0.00 X 0 0 0 VANESSA CARROLL BOARD MEMBER 0.00 X 0 0 0 ZIAD FLEIHAN BOARD MEMBER - GUILD 0.00 X 0 0 0 DK JEONG BOARD MEMBER 0.00 X 0 0 0 SUZANNE JOHNSON BOARD MEMBER 0.00 X 0 0 0 PATRICK LANIER BOARD MEMBER 0.00 X 0 0 0 BILL SMITH BOARD MEMBER 0.00 X 0 0 0 SCOTT BENSON BOARD MEMBER 0.00 X 0 0 0 CHERYL FELTGEN BOARD MEMBER 0.00 X 0 0 0 PHIL PETROS TREASURER 0.00 X X 0 0 0 JOHN RILEY BOARD MEMBER 0.00 X 0 0 0 ELISABETH STAMBAUGH BOARD MEMBER 0.00 X 0 0 0 GARSON RICE VICE CHAIR - ARTISTIC ADVI 0.00 X X 0 0 0 MIRANDA STEPHANI BOARD MEMBER 0.00 X 0 0 0 MAGGIE TRIPLETTE BOARD MEMBER 0.00 X 0 0 0 JAMES WALSH BOARD MEMBER 0.00 X 0 0 0 VANESSA SKENES GUILD PAST PRESIDENT 0.00 X X 0 0 0 JONATHAN SMITH CHAIR OF GSO ENDOWMENT FUN 0.00 X X 0 0 0 CLIFF THOMPSON ASSISTANT SECRETARY 0.00 X 0 0 0 DEBBIE DAITTILLIO GUILD PRESIDENT 0.00 X X 0 0 0 BROOKE FIELDS GUILD PRESIDENT - ELECT 0.00 X X 0 0 0 BERT DAVIS BOARD MEMBER 0.00 X 0 0 0 MANUEL DUDLEY BOARD MEMBER 0.00 X 0 0 0 ERIC ELEY BOARD MEMBER 0.00 X 0 0 0 LISA CRAWFORD PRESIDENT AND CEO 40.00 X 102093 0 0 DMITRY SITKOVETSKY MUSIC DIRECTOR 40.00 X 119540 0 0 221633 0 0 2 0 0 0 0 250300 710877 961177 CONCERT TICKET SALES 711130 2029923 2029923 ALL OTHER PROGRAM SERV 711130 208072 208072 CONTRACT CONCERTS 711130 147869 147869 YOUTH ORCHESTRA TUITIO 711130 57803 57803 2443667 1995 1995 LOAN FORGIVENESS 900000 106856 106856 PLAYBILL 517000 55398 55398 162254 3569093 2443667 55398 108851 X 104106 31232 31232 41642 943418 883175 37892 22351 36464 26971 3510 5983 5510 5510 1484682 1484682 77459 77459 12993 1255 10321 1417 174931 174930 1 83510 83510 4843 3590 928 325 22248 18284 3964 7747 4303 3422 22 STAGE EQUIPMENT 268878 268878 BANK FEES 132015 131157 858 YOUTH ORCHESTRA TRIPS 31530 31530 MAESTRO'S CORNER 28856 28856 119862 74728 38599 6535 3539052 3295684 136237 107131 164767 103361 922706 711591 36417 47164 4468 11425 334904 86750 391804 247899 143095 143905 1606357 1104196 40700 57308 1065304 516494 1106004 573802 X 204818 383792 295535 146602 500353 530394 1606357 1104196 30041 0 X X 0 1 X 1 0 X 1133744 1171337 1242700 755157 961177 5264115 599465 479393 326084 92849 2443667 3941458 26440 33203 20390 1064 208072 289169 18520 18520 18520 18520 18520 92600 1778169 1702453 1607694 867590 3631436 9587342 0 0 0 9587342 681 892 3992 3254 1995 10814 681 892 3992 3254 1995 10814 270 6559 -5436 -750 0 643 1779120 1709904 1606250 870094 3633431 9598799 0.99880 0.99820 0.00110 0.00130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5731812 83264 -201216 234500 41472 5337888 4726511 1125 1242941 200000 38765 5731812 4692995 17117 260609 210000 34210 4726511 4842185 12800 46657 175000 33647 4692995 4566887 84753 397789 175000 32244 4842185 0 1 1 232415 130980 101435 159389 116919 42470 143905 X 3680809 111716 111716 3569093 0 3569093 3650768 111716 111716 3539052 0 3539052 PART V, LINE 4: THE GREENSBORO SYMPHONY ENDOWMENT FUND IS TO BE USED TO PROVIDE FOR THE CONTINUATION AND DEVELOPMENT OF THE GREENSBORO SYMPHONY ORCHESTRA, INC. PART X, LINE 2: THE ORCHESTRA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE ORCHESTRA ACCOUNTS FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE ORCHESTRA BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST ARE NOT MATERIAL TO ITS FINANCIAL POSITION. AS OF MAY 31, 2022 AND INCLUDING THE PREVIOUS THREE YEARS CONSIDERING EXTENSIONS, THE ORCHESTRA'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP FOR DIRECTORS ROBERT AND LAURA GREEN FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. IT IS PROVIDED TO MEMBERS OF THE FINANCE COMMITTEE OF THE GREENSBORO SYMPHONY ORCHESTRA INC FOR REVIEW AND APPROVAL. ONCE APPROVED, COPIES OF THE 990 ARE MADE AVAILABLE TO EACH BOARD MEMBER AT THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT/CEO HAS A RESPONSIBILITY TO REVIEW ALL CONTRACTS AND TRANSACTIONS TO INSURE THAT THE PROVISIONS OF THE CONFLICT OF INTEREST POLICY IS COMPLIED WITH. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT/CEO IS SELECTED BY THE BOARD OF DIRECTORS AND AN ANNUAL REVIEW OF HIS/HER PERFORMANCE IS COMPLETED BY THE EXECUTIVE COMMITTEE, WHICH ALSO APPROVES ANY SALARY CHANGES. THE MUSIC DIRECTOR'S DUTIES AND CONTRACT AND FEES ARE REVIEWED BY THE ARTISTIC COMMITTEE COMPRISED OF BOARD MEMBERS, SYMPHONY PRESIDENT/CEO, AND MUSICIANS. A SURVEY IS GIVEN TO CONTRACT MUSICIANS AND THE RESULTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE. THE MUSIC DIRECTOR'S CONTRACT IS RE-NEGOTIATED EVERY THREE (3) YEARS, UNLESS THE CONTRACT IS CANCELLED BY EITHER PARTY ACCORDING TO CLAUSES OUTLINED IN THE CONTRACT. TO ASSIST IN ESTABLISHING THE SALARY CONTRACT/FEE FOR THE PRESIDENT/CEO AND MUSIC DIRECTOR POSITIONS, PUBLISHED ORCHESTRA COMPENSATION REPORTS PREPARED BY DREW MCMANUS ARE CONSULTED FOR COMPARISON GUIDELINES. THE REPORT IS PUBLISHED YEARLY AND EXAMINES THE COMPENSATION TRENDS AMONG ORCHESTRA EXECUTIVES, MUSIC DIRECTORS, CONCERT MASTERS, AND BASE MUSICIANS AT PROFESSIONAL U.S. ORCHESTRAS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE GREENSBORO SYMPHONY ORCHESTRA, INC OFFICE AT 200 N DAVIE STREET, SUITE 301, GREENSBORO NC 27401. ANYONE REQUESTING TO REVIEW THESE DOCUMENTS CAN COME TO THE OFFICE TO DO SO. IF A WRITTEN REQUEST IS RECEIVED REQUESTING COPIES, THEY WOULD BE PROVIDED AS REQUIRED BY LAW. FORM 990, PART IX, LINE 11G GUEST CONDUCTOR/ARTIST FEES: PROGRAM SERVICE EXPENSES 1,484,682. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,484,682. FORM 990, PART XII LINE 2C. THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR OVERSIGHT OF THE AUDIT OR SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR TAX YEAR. GREENSBORO SYMPHONY ENDOWMENT FUND 809 WOODLAND DRIVE GREENSBORO NC 27408 561542010 SUPPORT NC 501C3 9 N/A 0 THE GREENSBORO SYMPHONY GUILD PO BOX 29224 GREENSBORO NC 27429 561461256 MUSIC EDUCATION NC 501C3 9 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GREENSBORO SYMPHONY ENDOWMENT FUND C 234500 4% OF AVERAGE FMV OF FUND THE GREENSBORO SYMPHONY GUILD C 73380 BASED UPON ANNUAL CONTRIBUTIONS