2022-05-10T15:10:36-05:00 2021-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2020-07-01 042678312 BOSTON PHILHARMONIC ORCHESTRA CORPORATION BOST 6172360999 236 HUNTINGTON AVE NO 209 BOSTON MA 02115 THOMAS J RAFFA TREASURER 6172360999 2022-04-27 1 THOMAS RAFFA XXX-XX-XXXX THOMAS F MULDOON CPA P01561688 5083669100 2022-04-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z THOMAS J RAFFA 236 HUNTINGTON AVENUE BOSTON MA 02115 1903523 0 X WWW.BOSTONPHIL.ORG X 1978 MA 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. 12 11 209 20 0 0 1930839 1894948 295728 0 6110 8077 2011 498 2234688 1903523 0 0 0 0 1213824 845261 0 0 157895 1052784 306216 2266608 1151477 -31920 752046 913528 1642712 288033 211244 625495 1431468 X 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. 0 0 343021 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. THERE WERE NO LIVE PERFORMANCES IN FY21 DUE TO COVID-19 BUT THE BPYO MET VIRTUALLY EVERY WEEK TO BROADEN THEIR MUSICAL AND SCORE-STUDYING SKILLS. 338485 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. THERE WERE NO LIVE PERFORMANCES IN FY21 DUE TO COVID-19 BUT BPO HELD VARIOUS VIRTUAL EVENTS AND ACTIVELY PURSUED FUNDRAISING EFFORTS FOR CONTRIBUTIONS AND SUPPORT. 144285 THE BENJAMIN ZANDER CENTER IS AN INITIATIVE DEDICATED TO CAPTURING THEIMPACTFUL LEGACY OF BENJAMIN ZANDER, THE ORCHESTRA'S FOUNDER. THROUGHAN INNOVATIVE WEB PORTAL (THE BENJAMIN ZANDER CENTER), A RECORD LABEL(BRATTLE MEDIA), AND OTHER SPECIAL PROJECTS, THE MEDIA CENTER'S MISSIONIS TO BRING THE TRANSFORMATIVE POWER OF ZANDER'S TEACHINGS TO A GLOBALAUDIENCE. 5000 498 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. IN-PERSON ACTIVITIES WERE NOT POSSIBLE IN FY21 DUE TO COVID-19 - A VIRTUAL MENTORSHIP PROGRAM WAS DEVELOPED TO CONNECT MEMBERS OF THE BOSTON PHILHARMONIC YOUTH ORCHESTRA WITH YOUNG MUSICIANS IN THE COMMUNITY. 5000 498 830791 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 0 0 0 0 1 5 0 1 209 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ELISABETH CHRISTENSEN 6172360999 236 HUNTINGTON AVENUE STE 209 BOSTON MA 02115 BENJAMIN ZANDER DIRECTOR, MUSIC DIRECTOR 40.00 X 3846 0 2849 SHERIE BUSH CHAIR 15.00 X X 0 0 0 THOMAS J RAFFA VICE CHAIR, TREASURER 4.00 X X 0 0 0 ANDREW GOODEARL SECRETARY 2.00 X X 0 0 0 JERILYN ASHER DIRECTOR 1.00 X 0 0 0 PETER BOBERG DIRECTOR (THRU 1/21) 1.00 X 0 0 0 BRUCE COPPOCK DIRECTOR 1.00 X 0 0 0 ARMENNE DERDERIAN DIRECTOR 1.00 X 0 0 0 CHARLES DORNBUSH DIRECTOR 1.00 X 0 0 0 GERALYN WHITE DREYFOUS DIRECTOR 1.00 X 0 0 0 JANICE FORGAYS DIRECTOR 1.00 X 0 0 0 THOMAS GALLITANO DIRECTOR (THRU 4/21) 1.00 X 0 0 0 STEPHEN HERBERT DIRECTOR (THRU 3/21) 1.00 X 0 0 0 PAUL KORNGIEBEL DIRECTOR (THRU 6/21) 1.00 X 0 0 0 PETER SHECKMAN DIRECTOR 1.00 X 0 0 0 RICHARD JAMES TRANT DIRECTOR 1.00 X 0 0 0 ELISABETH CHRISTENSEN MANAGING DIRECTOR 40.00 X 115000 0 13242 118846 0 16091 1 0 0 0 0 241246 1653702 1894948 8077 8077 OTHER REVENUE 900099 498 498 498 1903523 498 0 8077 166865 83433 48391 35041 616049 515875 58100 42074 2598 1930 388 280 52175 31680 11887 8608 7574 4393 1845 1336 25000 12500 7250 5250 11031 6974 2353 1704 38408 38408 24053 12055 7061 4937 94446 87582 3981 2883 40826 20413 11840 8573 2368 1313 612 443 2983 1492 865 626 14507 7253 4207 3047 13831 6915 4011 2905 TOUR PRODUCTION 16373 16373 TICKET/BOX OFFICE FEES 8750 8750 COMMUNITY ENGAGEMENT 8239 6459 1780 INSTRUMENT RENTAL 5401 5401 1151477 830791 162791 157895 767 254 497448 789689 8720 347128 2494 58617 22725 7202 203870 106750 90889 97120 252715 306642 37770 36060 913528 1642712 37207 5839 6843 7323 238867 198082 5116 0 288033 211244 X 443172 1148948 182323 282520 625495 1431468 913528 1642712 752046 53927 0 X X 0 1 X 1 0 X 2374436 2863324 2757106 1930839 1894948 11820653 2374436 2863324 2757106 1930839 1894948 11820653 1531905 10288748 5203 4759 5424 6089 8077 29552 5288 3490 4255 2011 498 15542 11865747 1495283 0.86710 0.83010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77070 17063 94133 71464 5606 77070 65876 5588 71464 20467 40000 5409 65876 18515 1952 20467 0.58430 0.41570 0 0 38930 38930 0 80020 54917 25103 84920 12903 72017 97120 X 2115630 53927 158180 212107 1903523 0 1903523 1309657 158180 158180 1151477 0 1151477 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 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, 2021, NO PROVISION FOR INCOME TAXES WAS MADE AS THE ORCHESTRA HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME AND DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURES IN THE FINANCIAL STATEMENTS. THE ORCHESTRA'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL TAX PURPOSES, THE TAX RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. 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.