2022-06-15T19:00:12-05:00 2021-07-31 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DR SOUTH PORTLAND ME 04106 990 2020-08-01 016006058 PORTLAND MAINE SYMPHONY ORCHESTRA PORT 2077736128 50 MONUMENT SQUARE 2ND FLOOR PORTLAND ME 04101 WENDY SUEHRSTEDT BOARD PRESIDENT 2077736128 2022-06-15 true WENDY SUEHRSTEDT 999009999 AMY CHASSE P00967183 2077732986 2022-06-15 2020 2022-09-23 18:48:47Z CAROLYN NISHON 50 MONUMENT SQUARE SECOND FLOOR PORTLAND ME 04101 5499957 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. 28 28 192 250 43811 4071 2705929 2878949 1504149 755836 329055 601952 10778 5077 4549911 4241814 0 0 2125119 1707789 0 276637 1291814 1116103 3416933 2823892 1132978 1417922 13519236 16854922 81663 203596 13437573 16651326 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 1692854 725925 THE PORTLAND SYMPHONY ORCHESTRA, CHARTERED IN 1932, IS MAINE'S LARGEST PROFESSIONAL ORCHESTRA WITH AN ANNUAL BUDGET OF 3.9 MILLION. DURING THE 2020-2021 SEASON, THE SYMPHONY REMAINED CONNECTED TO AUDIENCES THROUGH COVID-19 BY DIGITALLY OFFERING CONCERTS RECORDED AT MERRILL AUDITORIUM AND AROUND THE REGION. PERFORMANCES INCLUDING 8 CLASSICAL CONCERTS, 5 POPS, 1 SCHOOL CONCERT, THE MAGIC OF CHRISTMAS, MULTIPLE SCHOOL LESSONS, KINDERKONZERTS, AND AT-HOME PERFORMANCES, REACHING THOUSANDS OF PEOPLE IN THEIR HOMES ACROSS THE UNITED STATES. THE SYMPHONY WAS ABLE TO CLOSE THE FISCAL YEAR BY PERFORMING 3 SUMMER CONCERTS IN AN OUTSIDE PAVILION. 1692854 true true false false false false false false false true true false false false false true true false false false false false false false true false false false false false false false false false false false false false true false false false false true false false false true 44 0 true 192 true true true false false false false false false false false false false false false false X 28 28 false false false false false false false true true false false true true true true true true true true false X CAROLYN NISHON 2077736128 50 MONUMENT SQUARE SECOND FLOOR PORTLAND ME 04101 WENDY SUEHRSTEDT BOARD PRESID 4.50 X X 0 0 0 LUCAS DESMOND TREASURER & 2.50 X X 0 0 0 KEN BLASCHKE DIRECTOR 1.00 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 CAROLE CASE DIRECTOR 1.00 X 0 0 0 DANIEL CREWE DIRECTOR 1.00 X 0 0 0 VICKI GORDAN VP ORCHESTRA 2.50 X 0 0 0 JANICE GERRY DIRECTOR 2.50 X 0 0 0 ELIZABETH MITCHELL HUNT DIRECTOR 1.00 X 0 0 0 JAMES KAREN DIRECTOR 1.00 X 0 0 0 JAMES D KONKEL VP MAJOR GIF 2.50 X 0 0 0 GREGORY LINK DIRECTOR 1.00 X 0 0 0 NICOLA MORRIS DIRECTOR 1.00 X 0 0 0 MARY B NEAL VP ARTISTIC 2.50 X 0 0 0 KENNETH M NELSON DIRECTOR 2.50 X 0 0 0 JENNIFER SEGAL DIRECTOR 1.00 X 0 0 0 CAROLYN NISHON EXECUTIVE DI 40.00 X 114752 0 9926 ECKART PREU MUSIC DIRECT 40.00 X 135752 0 11278 TALYA EDLUND DIRECTOR 1.00 X 0 0 0 GRETCHEN JOHNSON DIRECTOR 1.00 X 0 0 0 RICHARD KELLY DIRECTOR 1.00 X 0 0 0 COLLEEN KHOURY DIRECTOR 1.00 X 0 0 0 NINA MILLER DIRECTOR 1.00 X 0 0 0 ALICE OSBORN DIRECTOR 1.00 X 0 0 0 MARCIA SHARP VP TRUSTEE & 1.00 X 0 0 0 LENDALL L SMITH DIRECTOR 1.00 X 0 0 0 OLIVER TE BOEKHORST DIRECTOR 1.00 X 0 0 0 WILLIAM C THORNTON DIRECTOR 1.00 X 0 0 0 BREDA WHITE DIRECTOR 1.00 X 0 0 0 250504 21204 2 false false false 22058 1134822 1722069 377146 2878949 CONCERTS 711130 717096 717096 PROGRAM ADVERTISING UBI 541800 38740 38740 755836 275570 275570 1559642 1233260 326382 326382 326382 16003 22058 24883 -8880 -8880 PORTTIX, LLC 711300 8829 8829 PORTTIX, LLC 711300 5071 5071 PORTTIX, LLC 711300 57 57 13957 4241814 725925 43811 593129 133948 86521 30914 16513 1328168 858071 305627 164470 5732 3694 1371 667 134926 86939 32292 15695 105015 73443 18135 13437 16452 16452 19500 19500 48327 48327 45118 6979 31895 6244 163812 163812 69103 1969 59525 7609 89619 89619 17518 17518 28580 13138 15442 STAGING & PRODUCTION COST 211995 211995 RENTALS 141794 65174 76620 GUEST ARTISTS 83199 83199 MISCELLANEOUS 56681 2186 54495 124405 112113 14785 -2493 2823892 1692854 854401 276637 215389 370738 1254360 2563197 671440 232077 69873 182758 80349 79008 421065 377351 56204 43714 11151920 13364470 5003 18960 14698 13519236 16854922 81663 203596 81663 203596 X 4475986 5670808 8961587 10980518 13437573 16651326 13519236 16854922 1417922 1795831 X false true X true false X 3497138 2295947 2571883 2705929 2878949 13949846 3497138 2295947 2571883 2705929 2878949 13949846 973925 12975921 157948 205762 256459 110 57 620336 24193 7936 264720 270761 567610 15137792 2167066 0.85720 0.36290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11468823 52053 2348212 93461 13775627 10162518 1000906 529414 224015 11468823 9028422 896814 448280 210998 10162518 7185236 1607378 466801 230993 9028422 5715486 1119887 582010 232147 7185236 0.31590 0.29290 0.39120 false false 12538 12538 144619 137375 7244 263908 227438 36470 43714 X 5989318 1795831 1795831 4193487 48327 48327 4241814 2775565 2775565 48327 48327 2823892 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. WINE DINNER 36960 22058 14902 2101 1000 48 21703 36960 22058 14902 2101 1000 48 21703 24852 -9950 X 9 362244 FAIR MARKET VALUE X AUCTION ITEMS 83 14902 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. PORTTIX LLC 20 MYRTLE STREET PORTLAND ME 04101 043353155 BOX OFFICE ME N/A UNRELATED 27511 415153 false false 0.50000 false false false false false false false false false false false true false false false false false false false SCHEDULE R PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS PARTNERSHIP; PORTTIX, LLC: PRIMARY ACTIVITY - BOX OFFICE FOR EVENTS, TIMES, TICKETS, AND ONLINE RESERVATIONS.