2023-07-17T08:45:18-05:00 2022-08-31 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2021-09-01 520629696 BALTIMORE SYMPHONY ORCHESTRA INC BALT 4107838100 1212 CATHEDRAL STREET BALTIMORE MD 212015517 JOHN MCLEAN JR CFO 4107838095 2023-07-14 1 JOHN MCLEAN JR 999009999 LORI S BURGHAUSER P00370694 4104031500 2023-07-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARK C HANSON 1212 CATHEDRAL STREET BALTIMORE MD 212015517 27770457 0 X WWW.BSOMUSIC.ORG X 1942 MD PROVIDING SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL. 32 31 433 350 0 0 19446942 21334384 1490538 5506905 3541 -27506 -763281 98043 20177740 26911826 0 0 0 0 13661254 18557708 0 0 1422820 3885180 9916680 17546434 28474388 2631306 -1562562 16033795 8452238 26225235 19751238 -10191440 -11299000 X THE BALTIMORE SYMPHONY ORCHESTRA'S (BSO) MISSION IS TO PROMOTE, ORGANIZE, MANAGE AND MAINTAIN A SYMPHONY ORCHESTRA FOR THE CITY OF BALTIMORE AND THE STATE OF MARYLAND AND TO HOLD, SPONSOR, AND PRESENT MUSICAL CONCERTS BY THE BALTIMORE SYMPHONY ORCHESTRA. BSO IS AN INTERNATIONALLY RECOGNIZED SYMPHONY ORCHESTRA THAT HAS ATTRACTED A DEVOTED NATIONAL AND INTERNATIONAL FOLLOWING WHILE MAINTAINING DEEP BONDS THROUGHOUT MARYLAND WITH INNOVATIVE EDUCATION AND COMMUNITY OUTREACH INITIATIVES. 0 0 24310834 5506905 PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATION PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. 24310834 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 215 0 433 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD VA PA NJ X X JOHN G MCLEAN JR 4107838095 1212 CATHEDRAL STREET BALTIMORE MD 212015517 MR PETER KJOME PRESIDENT AND CEO (PART YEAR) 32.00 8.00 X X 184523 46131 14247 MR MARK HANSON PRESIDENT AND CEO 32.00 8.00 X X 0 0 0 MR BARRY F ROSEN CHAIR 2.00 1.00 X X 0 0 0 HON STEVEN R SCHUH VICE CHAIR 2.00 1.00 X X 0 0 0 MS TERRY M RUBENSTEIN TREASURER, BOARD MEMBER 2.00 0.00 X X 0 0 0 DR MARSHALL A LEVINE SECRETARY, BOARD MEMBER 2.00 0.00 X X 0 0 0 MR CHUCK ALSTON BOARD MEMBER 2.00 0.00 X 0 0 0 MR RICK BERNSTEIN BOARD MEMBER 2.00 0.00 X 0 0 0 MS KATHLEEN A CHAGNON ESQ BOARD MEMBER 2.00 0.00 X 0 0 0 MR AUGUST J CHIASERA BOARD MEMBER 2.00 0.00 X 0 0 0 MR HARVEY COHEN BOARD MEMBER 2.00 0.00 X 0 0 0 MS MAGGIE DE CUEVAS BOARD MEMBER 2.00 0.00 X 0 0 0 MR ROBERT B COUTTS BOARD MEMBER 2.00 0.00 X 0 0 0 MR WALTER DOGGETT III BOARD MEMBER 2.00 0.00 X 0 0 0 MR MICHAEL ERNST BOARD MEMBER 2.00 0.00 X 0 0 0 MR MICHAEL FORSTER BOARD MEMBER 2.00 0.00 X 0 0 0 MS SANDRA LEVI GERSTUNG BOARD MEMBER 2.00 0.00 X 0 0 0 MS DENISE HARGROVE BOARD MEMBER 2.00 0.00 X 0 0 0 MR DOUGLAS HAMILTON III BOARD MEMBER 2.00 0.00 X 0 0 0 MR JOSEPH JENNINGS JR BOARD MEMBER 2.00 0.00 X 0 0 0 MR CHRISTIAN JOHANSSON BOARD MEMBER 2.00 0.00 X 0 0 0 DR SUNIL KUMAR BOARD MEMBER 2.00 0.00 X 0 0 0 MR MARC E LACKRITZ BOARD MEMBER 2.00 0.00 X 0 0 0 MS MARIE LERCH BOARD MEMBER 2.00 0.00 X 0 0 0 MR JASON PERRY BOARD MEMBER 2.00 0.00 X 0 0 0 MS JUDY PHARES BOARD MEMBER 2.00 0.00 X 0 0 0 MR STEPHEN D SHAWE ESQ BOARD MEMBER 2.00 0.00 X 0 0 0 HON JAMES T SMITH JR BOARD MEMBER 2.00 0.00 X 0 0 0 MR SOLOMON H SNYDER MD BOARD MEMBER 2.00 0.00 X 0 0 0 MS MARGUERITE WALSH BOARD MEMBER 2.00 0.00 X 0 0 0 MR BARRY WILLIAMS BOARD MEMBER 2.00 0.00 X 0 0 0 MR PETER L WINIK BOARD MEMBER 2.00 0.00 X 0 0 0 MR JEFFREY T ZOLLER BOARD MEMBER 2.00 0.00 X 0 0 0 MS SARAH BECKWITH VICE PRESIDENT AND CFO (PART YEAR) 36.00 4.00 X 132075 14675 39319 MR JOHN G MCLEAN JR SENIOR VICE PRESIDENT AND CFO 36.00 4.00 X 0 0 0 MS MARIN ALSOP MUSIC DIRECTOR 40.00 0.00 X 199642 0 26062 MS ALLISON BURR-LIVINGSTONE VP AND CHIEF ADVANCEMENT OFFICER 30.00 10.00 X 116499 38833 24136 MR EDWARD CARNEY CONCERT MASTER 40.00 0.00 X 131112 0 39133 MS TONYA ROBLES VP AND COO 30.00 10.00 X 153765 0 2110 MR TODD PRICE HEAD STAGEHAND 40.00 0.00 X 117715 0 19135 1035331 99639 164142 12 0 1 0 OPUS 3 ARTISTS LLC 348 W 57TH ST SUITE 282 NEW YORK NY 10019 CONDUCTORS/GUEST ARTISTS 260840 EARLYLIGHT MEDIA LLC 546 CENTER DR SEVERNA PARK MD 21146 VIDEO PRODUCTION 131270 MK'S CLEANING SERVICES PO BOX 42004 TOWSON MD 21284 CONTRACTUAL MAINTENANCE 128729 ROBERT BRUCE MOIR 320 1ST STREET APT 3 ASPINWALL PA 15215 ARTISTIC CONSULTANT 115568 4 87000 2572258 11577045 7098081 1200488 21334384 CONCERT INCOME 711130 4714056 4714056 EDUCATION REVENUE 711130 485450 485450 BSYO TUITION REVENUE 711130 307399 307399 5506905 2905 2905 5447 5447 490724 684033 -193309 -193309 -193309 30411 -30411 -30411 -30411 136920 87000 144187 -7267 -7267 VENDOR REFUND 900099 195270 195270 CONCESSIONS 722513 86352 86352 MISCELLANEOUS REVENUE 900099 11550 11550 293172 26911826 5506905 0 70537 X 363383 363383 13897679 12553608 558430 785641 735937 695527 40410 2448024 2188145 141968 117911 1112685 973871 75917 62897 226402 226402 46918 46918 68593 68593 3519783 3100716 273832 145235 1388923 1190019 198904 333540 273145 55281 5114 308583 280 308303 1701091 1701091 519228 441927 68086 9215 74006 74006 138166 138166 178477 5325 173152 OTHER EXPENSES 654778 316277 266053 72448 EQUIPMENT HAULING 416160 416160 EQUIPMENT RENTAL 177382 177382 CREDIT CARD FEES 139195 139195 25455 25455 28474388 24310834 2740734 1422820 600 750 10558056 1738668 2050321 3234014 634366 641052 30654 824051 991078 3305738 2786426 480044 519312 1486357 1296710 16033795 8452238 1067557 921344 7586465 4108108 1480000 1110000 2000000 0 14091213 13611786 26225235 19751238 X -11956682 -14847000 1765242 3548000 -10191440 -11299000 16033795 8452238 X -1562562 455002 X X 0 1 X 1 0 X 17896072 14220976 22529011 19446942 21334384 95427385 17896072 14220976 22529011 19446942 21334384 95427385 500604 94926781 506513 616050 175519 3541 499076 1800699 349292 240853 84214 72995 430092 1177446 98405530 30796245 0.96460 0.95970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONCESSIONS AND OTHER - 2017 AMOUNT: $ 140,224. 2018 AMOUNT: $ 147,360. 2019 AMOUNT: $ 57,259. 2021 AMOUNT: $ 293,172. FUNDRAISING - 2017 AMOUNT: $ 209,068. 2018 AMOUNT: $ 93,493. 2020 AMOUNT: $ 72,995. 2021 AMOUNT: $ 136,920. BSA GIFT SHOP - 2019 AMOUNT: $ 26,955. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68593 68593 28405795 28474388 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 19782 43101 12997 68593 144473 250000 250000 250000 250000 1000000 1500000 19782 43101 12997 68593 144473 83366200 1282119 -11067708 2572258 1061763 373745 69572845 71260587 947859 15396000 3449210 687229 101807 83366200 67520059 3254990 5873000 3558565 1726642 102255 71260587 72645812 1874838 759241 3625335 4033578 100919 67520059 72100093 1710293 5936454 3837682 3164348 98998 72645812 0.00000 1.00000 0.00000 0 1 1 22683 9209 13474 3283055 2777217 505838 519312 DUE FROM AFFILIATES 1296710 1296710 ACCRUED PENSION COSTS 5959717 DUE TO AFFILIATES 7652069 13611786 X PART V, LINE 4: THE ENDOWMENT IS HELD BY THE BALTIMORE SYMPHONY ENDOWMENT TRUST, A SUPPORTING ORGANIZATION. THE ENDOWMENT IS USED TO SUPPORT THE CHARITABLE, LITERARY AND EDUCATIONAL PURPOSES ASSOCIATED WITH THE PROMOTION OF AN APPRECIATION OF ORCHESTRAL AND SYMPHONIC MUSIC. PART X, LINE 2: ASC 740, INCOME TAXES (ASC 740), PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AS WELL AS GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND CONSOLIDATED FINANCIAL STATEMENT REPORTING DISCLOSURES. FOR THESE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE SYMPHONY CONTINUES TO REMAIN SUBJECT TO EXAMINATION BY U.S. FEDERAL AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE SYMPHONY RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURE AS A COMPONENT OF INCOME TAX EXPENSE. THE SYMPHONY DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF AUGUST 31, 2022 AND 2021. ITZHAK PERLMAN EVENT 223920 87000 136920 362 0 101098 42727 223920 87000 136920 362 101098 42727 144187 -7267 X X X 0 1 0 0 0 0 0 0 0 MR PETER KJOME PRESIDENT AND CEO (PART YEAR) 184413 46103 0 0 110 28 0 0 11398 2849 195921 48980 0 0 MS MARIN ALSOP MUSIC DIRECTOR 199115 0 0 0 527 0 0 0 26062 0 225704 0 0 0 MS SARAH BECKWITH VICE PRESIDENT AND CFO (PART YEAR) 131843 14649 0 0 232 26 0 0 35387 3932 167462 18607 0 0 MS ALLISON BURR-LIVINGSTONE VP AND CHIEF ADVANCEMENT OFFICER 116458 38819 0 0 41 14 0 0 18102 6034 134601 44867 0 0 MR EDWARD CARNEY CONCERT MASTER 130854 0 0 0 258 0 0 0 39133 0 170245 0 0 0 MS TONYA ROBLES VP AND COO 153627 0 0 0 138 0 0 0 2110 0 155875 0 0 0 PART I, LINE 4B PETER KJOME PARTICIPATES IN THE BALTIMORE SYMPHONY ORCHESTRA, INC. 457(F) PLAN. THERE WERE NO CONTRIBUTIONS OR DISTRIBUTIONS IN THE CURRENT YEAR. PART II, LINE 4, DISCLOSURE INFORMATION OPUS 3 ARTISTS, LLC A COMPANY THAT MANAGES DISTINGUISHED PERFORMING ARTISTS, WAS PAID $260,840, AS AN INDEPENDENT CONTRACTOR FOR MARIN ALSOP'S INDEPENDENT SERVICES OUTSIDE OF HER COMPENSATION AGREEMENT WITH THE BSO. X 51 1200488 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, PRIOR TO SUBMISSION. A COPY OF THE FORM 990 WAS ALSO EMAILED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BSO HAS A CONFLICT OF INTEREST POLICY THAT IS AVAILABLE TO ALL EMPLOYEES IN THE STAFF EMPLOYEE HANDBOOK. THE HANDBOOK IS ISSUED TO EVERY NEW EMPLOYEE OF THE BSO AND THE EMPLOYEE MUST SIGN TO SAY THAT THEY HAVE READ AND UNDERSTOOD THE INFORMATION PROVIDED. THE CONFLICT OF INTEREST POLICY IS MONITORED BY MANAGEMENT WITH EMPHASIS ON THOSE AREAS THAT ARE ESPECIALLY SUSCEPTIBLE TO POSSIBLE CONFLICTS. ANY POTENTIAL CONFLICTS WOULD BE DEALT WITH ON AN INDIVIDUAL BASIS BY THE PRESIDENT/CEO AND THE DIRECTOR OF HUMAN RESOURCES AS NECESSARY. THE POLICY AND ITS APPLICATION SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS, OFFICERS, AND STAFF MEMBERS, EACH OF WHOM HAS A CONTINUING RESPONSIBILITY TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS OF INTEREST, AND MAKE SUCH DISCLOSURES AS DESCRIBED IN THIS POLICY. EACH DIRECTOR AND SENIOR STAFF MEMBER WILL BE ASKED TO COMPLETE A CERTIFICATION OF AGREEMENT WITH THE POLICY AND DISCLOSURE OF ANY KNOWN CONFLICTS OF INTEREST UPON HIS OR HER ELECTION OR RE-ELECTION TO THE BOARD OR COMMENCEMENT OF EMPLOYMENT AND ANNUALLY THEREAFTER. FORM 990, PART VI, SECTION B, LINE 15A BSO FORMED A COMPENSATION COMMITTEE TO SPECIFICALLY DEAL WITH THE CONTRACT OF THE PRESIDENT AND CEO. THE COMMITTEE INITIATED RESEARCH TO DETERMINE REASONABLE COMPENSATION. THAT RESEARCH WAS BASED ON COMPENSATION INFORMATION RECEIVED FROM ORCHESTRAS OF COMPARABLE SIZE IN REVENUE, SEASON LENGTH AND ORCHESTRA SIZE. UPON REVIEW OF THE DATA RECEIVED, THE COMMITTEE REACHED A CONCLUSION AND THE SPECIFIC CONTRACT WAS NEGOTIATED DIRECTLY WITH THE EMPLOYEE. IT IS THE INTENTION OF THE BOARD OF DIRECTORS TO KEEP THE COMPENSATION COMMITTEE ACTIVE AND AVAILABLE TO HANDLE COMPENSATION ISSUES OF THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 853,359. MANAGEMENT AND GENERAL EXPENSES 273,832. FUNDRAISING EXPENSES 145,126. TOTAL EXPENSES 1,272,317. CONDUCTORS & GUEST ARTISTS: PROGRAM SERVICE EXPENSES 2,247,357. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,247,357. PAYMENT PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 109. TOTAL EXPENSES 109. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS 455,002. FORM 990, PAGE 12, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BALTIMORE SYMPHONY ENDOWMENT TRUST 1212 CATHEDRAL STREET BALTIMORE MD 21201 770659339 SUPPORT APPRECIATION OF ORCHESTRAL AND SYMPHONIC MUSIC MD 501(C)(3) LINE 12A, I BALTIMORE SYMPHONY ORCHESTRA INC 1 CATHEDRAL PARKING INC 1212 CATHEDRAL STREET BALTIMORE MD 21201 521239270 PARKING GARAGE MD N/A C 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 BALTIMORE SYMPHONY ENDOWMENT TRUST C 2572258 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST E 1110000 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST O 325337 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST E 6376822 FMV