2023-12-12T15:53:32-05:00 2023-07-31 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DR SOUTH PORTLAND ME 04106 990 2022-08-01 016006058 PORTLAND MAINE SYMPHONY ORCHESTRA PORT 2077736128 85 EXCHANGE STREET 4TH FLOOR PORTLAND ME 04101 CAROLYN NISHON EXECUTIVE DIRECTOR 2077736128 2023-12-08 true CAROLYN NISHON 999009999 true AMY CHASSE P00967183 2077732986 2023-12-08 2022 2023-04-26 12:10:37Z CAROLYN NISHON 85 EXCHANGE STREET FOURTH FLOOR PORTLAND ME 04101 5019909 false X WWW.PORTLANDSYMPHONY.ORG X 1932 ME THE PORTLAND SYMPHONY ORCHESTRA (PSO) SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. THE PSO STRIVES FOR THE HIGHEST POSSIBLE LEVEL OF ARTISTIC QUALITY; INSPIRES CHILDREN AND ADULTS THROUGH MUSIC EDUCATION AND ENCOURAGES LIFELONG MUSICAL LEARNING; DEVELOPS AND NURTURES COMMUNITY RELATIONSHIPS THAT ARE MUTUALLY BENEFICIAL; AND PROMOTES A CULTURE OF MUTUAL RESPECT THAT BUILDS SHARED COMMITMENT AND COLLABORATION. 26 26 284 40 90136 35838 1906417 2068548 1261310 1656894 417972 460908 73719 86186 3659418 4272536 0 0 2322791 2371046 0 344986 1822068 1945969 4144859 4317015 -485441 -44479 14736748 15577911 172507 803649 14564241 14774262 X THE PORTLAND SYMPHONY ORCHESTRA (PSO) SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. THE PSO STRIVES FOR THE HIGHEST POSSIBLE LEVEL OF ARTISTIC QUALITY; INSPIRES CHILDREN AND ADULTS THROUGH MUSIC EDUCATION AND ENCOURAGES LIFELONG MUSICAL LEARNING; DEVELOPS AND NURTURES COMMUNITY RELATIONSHIPS THAT ARE MUTUALLY BENEFICIAL; AND PROMOTES A CULTURE OF MUTUAL RESPECT THAT BUILDS SHARED COMMITMENT AND COLLABORATION. false false 2662888 1638726 THE PORTLAND SYMPHONY ORCHESTRA, CHARTERED IN 1932, IS MAINE'S LARGEST PROFESSIONAL ORCHESTRA WITH AN ANNUAL BUDGET OF 4.3 MILLION . DURING THE 2022-2023 SEASON, THE SYMPHONY REMAINED CONNECTED TO AUDIENCES THROUGH THE PANDEMIC BY BOTH OFFERING LIVE PERFORMANCES AS WELL AS DIGITALLY OFFERING CONCERTS RECORDED AT MERRILL AUDITORIUM. PERFORMANCES INCLUDE 11 CLASSICAL, 5 POPS, 3 DISCOVERY FAMILY CONCERTS, THE MAGIC OF CHRISTMAS, MULTIPLE SCHOOL LESSONS, KINDERKONZERTS, AND A 3-CONCERT SUMMER SERIES IN OLD ORCHARD PAVILION. 2662888 true true false false false false false false false true true false false false true true true false false true false false false false true false false false false true false false false false false true true false true false false false false true false false false true 56 0 true 284 true true true false false false false false false false false false false false false false X 26 26 false false false false false false false true true false false true true true true true true true true false X CAROLYN NISHON 2077736128 85 EXCHANGE STREET FOURTH FLOOR PORTLAND ME 04101 CAROLYN NISHON EXECUTIVE DI 40.00 X 127209 0 12455 ECKART PREU MUSIC DIRECT 40.00 X 161694 0 11305 WENDY SUEHRSTEDT THRU 731 BOARD PRESID 4.50 X X 0 0 0 LUCAS DESMOND TREASURER & 2.50 X X 0 0 0 RICK ABBONDANZA VP ANNUAL FU 2.50 X 0 0 0 STEPHANIE BOWE VP CELL 2.50 X 0 0 0 VICKI GORDAN VP ORCHESTRA 2.50 X 0 0 0 MARY B NEAL VP ARTISTIC 2.50 X 0 0 0 DANIEL CREWE DIRECTOR 2.50 X 0 0 0 VICTORIA DEVLIN DIRECTOR 2.50 X 0 0 0 NICOLAS DOSMAN DIRECTOR 2.50 X 0 0 0 TALYA EDLUND DIRECTOR 2.50 X 0 0 0 JANICE GERRY DIRECTOR 2.50 X 0 0 0 ELIZABETH MITCHELL HUNT DIRECTOR 2.50 X 0 0 0 GRETCHEN JOHNSON DIRECTOR 2.50 X 0 0 0 MICHAEL JOHNSON DIRECTOR 2.50 X 0 0 0 JAMES KAREN DIRECTOR 2.50 X 0 0 0 RICHARD KELLY DIRECTOR 2.50 X 0 0 0 COLLEEN KHOURY DIRECTOR 2.50 X 0 0 0 NINA MILLER DIRECTOR 2.50 X 0 0 0 NICOLA MORRIS DIRECTOR 2.50 X 0 0 0 JENNIFER SEGAL DIRECTOR 2.50 X 0 0 0 LENDALL L SMITH DIRECTOR 2.50 X 0 0 0 APRIL TARDIFF DIRECTOR 2.50 X 0 0 0 OLIVER TE BOEKHORST DIRECTOR 2.50 X 0 0 0 WILLIAM C THORNTON DIRECTOR 2.50 X 0 0 0 SETH WEBBER DIRECTOR 2.50 X 0 0 0 BREDA WHITE DIRECTOR 2.50 X 0 0 0 288903 23760 2 false true false 48530 2020018 229446 2068548 CONCERTS 711130 1616960 1616960 PROGRAM ADVERTISING UBI 541800 39934 39934 1656894 353302 353302 824489 716883 107606 107606 107606 30021 48530 30490 -469 -469 PORTTIX, LLC 711300 36838 36838 PORTTIX, LLC 711300 18292 18292 MANAGEMENT FEE 541610 13364 13364 18161 8557 9604 86655 4272536 1643809 90136 470043 145343 93044 32746 19553 1937342 1301728 394860 240754 8664 6317 1621 726 115848 42537 47502 25809 163849 117018 28505 18326 34632 34632 22000 22000 35175 35175 89124 77095 12029 337617 337617 106066 8382 88137 9547 292189 292189 8007 8007 43542 23747 19795 GUEST ARTISTS 273228 273228 STAGING & PRODUCTION COST 243134 243134 RENTALS 201983 109494 92489 MISCELLANEOUS 63187 51373 11814 196085 144063 45594 6428 4317015 2662888 1309141 344986 273923 373376 2102489 1879778 80723 558778 82067 1536 130116 137550 353896 322806 39097 31090 11958247 11883013 70086 83191 629599 14736748 15577911 158646 152238 13512 21512 349 629899 172507 803649 X 5468771 5358319 9095470 9415943 14564241 14774262 14736748 15577911 -44479 254500 X false true X true false X 2571883 2705929 2878949 1906417 2068548 12131726 2571883 2705929 2878949 1906417 2068548 12131726 959174 11172552 256459 110 57 1392 9604 267622 7936 264720 270761 333396 380109 1256922 13656270 5057020 0.81810 0.80310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12216410 77370 657351 -812922 12138209 13775627 -1227682 -331535 12216410 11468823 52053 2348212 93461 13775627 10162518 1000906 529414 224015 11468823 9028422 896814 448280 210998 10162518 0.32010 0.33720 0.34270 false false 10608 10608 79381 73923 5458 263907 238275 25632 31090 RIGHT OF USE LIABILITY - OPERATING 629599 ADVANCE TICKET SALES 300 629899 X 4491861 254500 254500 4237361 35175 35175 4272536 4281840 4281840 35175 35175 4317015 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SYMPHONY AND RECOGNIZE A TAX LIABILITY IF THE SYMPHONY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. THE SYMPHONY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORTE 74551 48530 26021 1250 9332 8511 2095 7771 74551 48530 26021 1250 9332 8511 2095 7771 28959 -2938 X X false false false false false false false false false ECKART PREU MUSIC DIRECTOR 161694 11305 172999 KAY WHITMORE FMR BOARD MEMBE 3906 HR CONSULTING false KEVIN MUSE EXEC SPOUSE 542 PERFORMANCE false X 10 229446 FAIR MARKET VALUE X AUCTION ITEMS 118 FAIR MARKET VALUE false true false FORM 990 - ORGANIZATION'S MISSION THE PORTLAND SYMPHONY ORCHESTRA (PSO) SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. THE PSO STRIVES FOR THE HIGHEST POSSIBLE LEVEL OF ARTISTIC QUALITY; INSPIRES CHILDREN AND ADULTS THROUGH MUSIC EDUCATION AND ENCOURAGES LIFELONG MUSICAL LEARNING; DEVELOPS AND NURTURES COMMUNITY RELATIONSHIPS THAT ARE MUTUALLY BENEFICIAL; AND PROMOTES A CULTURE OF MUTUAL RESPECT THAT BUILDS SHARED COMMITMENT AND COLLABORATION. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD IS INVITED TO VIEW THE 990 WHEN IT IS COMPLETED. THE REQUIRED RETURNS ARE REVIEWED BY THE BOARD CHAIR AND THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C AT SUCH TIME AS ANY MATTER COMES BEFORE THE BOARD OF TRUSTEES WHICH INVOLVES OR MAY INVOLVE A CONFLICT OF INTEREST, THE AFFECTED TRUSTEE SHALL MAKE KNOWN THE POTENTIAL CONFLICT. SUCH TRUSTEE SHALL ANSWER ANY QUESTIONS THAT MIGHT BE ASKED OF HIM OR HER AND SHALL DISCLOSE ALL MATERIAL FACTS. AT THE REQUEST OF THE PRESIDENT, SUCH TRUSTEE SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION, SHALL ABSTAIN FROM ANY VOTE, AND SHALL NOT ATTEMPT TO INFLUENCE ANY VOTE THEREON. A CONFLICT OF INTEREST POLICY HAS BEEN ADOPTED AND EACH BOARD MEMBER AND OFFICER WILL SIGN A FORM EACH YEAR. FORM 990, PAGE 6, PART VI, LINE 15A AN ANNUAL REVIEW OF PERFORMANCE IS CONDUCTED AND COMPENSATION IS COMPARED TO PUBLISHED SALARY SURVEY OF THE LEAGUE OF AMERICAN ORCHESTRAS. THE EXECUTIVE DIRECTOR'S PAY IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B AN ANNUAL REVIEW OF PERFORMANCE IS CONDUCTED AND COMPENSATION IS COMPARED TO PUBLISHED SALARY SURVEY OF THE LEAGUE OF AMERICAN ORCHESTRAS. THE EXECUTIVE DIRECTOR'S PAY IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. 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