BALTIMORE SYMPHONY ORCHESTRA INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BALTIMORE SYMPHONY ORCHESTRA INC (EIN 52-0629696)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-07-15
IRS object ID
202241969349301004
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-15T07:48:26-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205991824PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SC&H GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1910 RIDGEBROOK ROADAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21152ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520629696EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BALTIMORE SYMPHONY ORCHESTRA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBALTBusinessNameControlTxt
Phone4107838100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 CATHEDRAL STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212015517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MCLEAN JRPersonNm
Person TitleCFOPersonTitleTxt
Phone4107838095PhoneNum
Signature2022-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastMCLEAN JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI S BURGHAUSERPreparerPersonNm
PTINP00370694PTIN
Phone4104031500PhoneNum
Preparation2022-07-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK C HANSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 CATHEDRAL STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212015517ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,014,016GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BSOMUSIC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1942FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionPROVIDING SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee433TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,529,011PYContributionsGrantsAmt
CY Contributions Grants$19,446,942CYContributionsGrantsAmt
PY Program Service Revenue$5,431,120PYProgramServiceRevenueAmt
CY Program Service Revenue$1,490,538CYProgramServiceRevenueAmt
PY Investment Income$12,980PYInvestmentIncomeAmt
CY Investment Income$3,541CYInvestmentIncomeAmt
PY Other Revenue-$22,499PYOtherRevenueAmt
CY Other Revenue-$763,281CYOtherRevenueAmt
PY Total Revenue$27,950,612PYTotalRevenueAmt
CY Total Revenue$20,177,740CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,937,559PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,661,254CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,159,869CYTotalFundraisingExpenseAmt
PY Other Expenses$6,387,091PYOtherExpensesAmt
CY Other Expenses$3,885,180CYOtherExpensesAmt
PY Total Expenses$23,324,650PYTotalExpensesAmt
CY Total Expenses$17,546,434CYTotalExpensesAmt
PY Revenues Less Expenses$4,625,962PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,631,306CYRevenuesLessExpensesAmt
Total Assets BOY$11,003,119TotalAssetsBOYAmt
Total Assets EOY$16,033,795TotalAssetsEOYAmt
Total Liabilities BOY$26,981,561TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,225,235TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$15,978,442NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$10,191,440NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$14,258,598ExpenseAmt
Revenue$1,490,538RevenueAmt
DescPROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATION PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING.Desc
Total Program Service Expenses$14,258,598TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document146IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee433EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN G MCLEAN JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107838095PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 CATHEDRAL STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212015517ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MR PETER KJOME
PRESIDENT AND CEO32.008.00Yes (X)Yes (X)$173,910$43,478$25,627
MR BARRY F ROSEN
CHAIR2.001.00Yes (X)Yes (X)$0$0$0
HON STEVEN R SCHUH
VICE CHAIR, TREASURER (PART YEAR)2.001.00Yes (X)Yes (X)$0$0$0
MS TERRY M RUBENSTEIN
TREASURER2.000.00Yes (X)$0$0$0
DR MARSHALL A LEVINE
SECRETARY2.000.00Yes (X)Yes (X)$0$0$0
MS KATHLEEN A CHAGNON ESQ
SECRETARY (PART YEAR), BOARD MEMBER2.000.00Yes (X)Yes (X)$0$0$0
MR CHUCK ALSTON
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR RICK BERNSTEIN
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR AGW BIDDLE III
BOARD MEMBER (PART YEAR)2.000.00Yes (X)$0$0$0
MR AUGUST J CHIASERA
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR HARVEY COHEN
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR ROBERT B COUTTS
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR WALTER DOGGETT III
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR ALAN S EDELMAN
BOARD MEMBER (PART YEAR)2.000.00Yes (X)$0$0$0
MR MICHAEL ERNST
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR MICHAEL FORSTER
BOARD MEMBER2.000.00Yes (X)$0$0$0
MS SANDRA LEVI GERSTUNG
BOARD MEMBER2.000.00Yes (X)$0$0$0
MS DENISE HARGROVE
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR JOSEPH JENNINGS JR
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR CHRISTIAN JOHANSSON
BOARD MEMBER2.000.00Yes (X)$0$0$0
DR SUNIL KUMAR
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR MARC E LACKRITZ
BOARD MEMBER2.000.00Yes (X)$0$0$0
MS MARIE LERCH
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR HOWARD MAJEV ESQ
BOARD MEMBER (PART YEAR)2.000.00Yes (X)$0$0$0
MS JUDY PHARES
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR STEPHEN D SHAWE ESQ
BOARD MEMBER2.000.00Yes (X)$0$0$0
HON JAMES T SMITH JR
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR SOLOMON H SNYDER MD
BOARD MEMBER2.000.00Yes (X)$0$0$0
MS MARGUERITE WALSH
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR BARRY WILLIAMS
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR PETER L WINIK
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR JEFFREY T ZOLLER
BOARD MEMBER2.000.00Yes (X)$0$0$0
MS SARAH BECKWITH
VICE PRESIDENT AND CFO36.004.00Yes (X)$127,632$14,181$39,844
MS MARIN ALSOP
MUSIC DIRECTOR40.000.00$288,756$0$39,529Yes (X)
MR EDWARD CARNEY
CONCERT MASTER40.000.00$204,741$0$40,203Yes (X)
MS RAQUEL WHITING-GILMER
EXECUTIVE DIRECTOR ORCHKIDS40.000.00$157,335$0$2,750Yes (X)
MS ALLISON BURR-LIVINGSTONE
VP AND CHIEF ADVANCEMENT OFFICER30.0010.00$114,303$38,101$3,204Yes (X)
MS TONYA ROBLES
VP AND COO40.000.00$149,198$0$315Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,215,875TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$95,760TotReportableCompRltdOrgAmt
Total Other Compensation$151,472TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K18IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
OPUS 3 ARTISTS LLC
470 PARK AVENUE AOUTH 9TH FLOORNEW YORKNY10016CONDUCTORS/GUEST ARTISTS$605,586
ARTS MANAGER LLC
1300 PENNSYLVANIA AVE NW SUITE 410WASHINGTONDC20004CONSULTING SERVICES$200,000
PRO VIDEO GROUP LLC
16488 GUN CLUB ROADNEW PARKPA17352VIDEO ENGINEER & VIDEO/LIGHTS VENDOR$193,710
CES SECURITY INC
115 MCHENRY AVENUEBALTIMOREMD21208SECURITY$171,128
ROBERT BRUCE MOIR
329 1ST ST APT 3ASPINWALLPA15215ARTISTIC PLANNING CONSULTANT$107,774
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Fundraising$694,461FundraisingAmt
Related Organizations$3,449,210RelatedOrganizationsAmt
Government Grants$6,814,489GovernmentGrantsAmt
All Other Contributions$8,488,782AllOtherContributionsAmt
Noncash Contributions$485,472NoncashContributionsAmt
Total Contributions$19,446,942TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONCERT INCOME711130$793,640$793,640
EDUCATION REVENUE711130$483,105$483,105
BSYO TUITION REVENUE711130$169,470$169,470
OTHER PROGRAM SERVICE REVENUE711130$44,323$44,323
FieldValueIRS element (for citing)
Total Program Service Revenue$1,490,538TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,541TotalRevenueColumnAmt
Exclusion$3,541ExclusionAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$108,828RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$108,828RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$108,828TotalRevenueColumnAmt
Exclusion-$108,828ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$72,995FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$694,461ContriRptFundraisingEventAmt
Fundraising Direct Expenses$727,448FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$654,453TotalRevenueColumnAmt
Exclusion-$654,453ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,177,740TotalRevenueColumnAmt
Related Or Exempt Func Income$1,490,538RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$759,740ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$422,961TotalAmt
Program Services$126,888ProgramServicesAmt
Management And General$211,481ManagementAndGeneralAmt
Fundraising$84,592FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,474,183TotalAmt
Program Services$8,373,037ProgramServicesAmt
Management And General$527,011ManagementAndGeneralAmt
Fundraising$574,135FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$863,377TotalAmt
Program Services$761,176ProgramServicesAmt
Management And General$102,201ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,164,620TotalAmt
Program Services$2,036,963ProgramServicesAmt
Management And General$58,273ManagementAndGeneralAmt
Fundraising$69,384FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$736,113TotalAmt
Program Services$628,684ProgramServicesAmt
Management And General$55,679ManagementAndGeneralAmt
Fundraising$51,750FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,405TotalAmt
Management And General$9,405ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,260TotalAmt
Management And General$42,260ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$12,997TotalAmt
Management And General$12,997ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,366,648TotalAmt
Program Services$962,051ProgramServicesAmt
Management And General$290,132ManagementAndGeneralAmt
Fundraising$114,465FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$456,484TotalAmt
Program Services$289,312ProgramServicesAmt
Fundraising$167,172FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$251,448TotalAmt
Program Services$98,362ProgramServicesAmt
Management And General$144,522ManagementAndGeneralAmt
Fundraising$8,564FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$245,753TotalAmt
Management And General$245,753ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$534,742TotalAmt
Program Services$520,967ProgramServicesAmt
Fundraising$13,775FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$34,753TotalAmt
Program Services$33,380ProgramServicesAmt
Management And General$92ManagementAndGeneralAmt
Fundraising$1,281FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$23,723TotalAmt
Management And General$23,723ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$137,167TotalAmt
Program Services$137,167ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$168,435TotalAmt
Program Services$3,202ProgramServicesAmt
Management And General$165,233ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER EXPENSES$352,730$39,392$238,602$74,736
EQUIPMENT RENTAL$162,766$162,766
CREDIT CARD FEES$67,761$67,143$603$15
EQUIPMENT HAULING$18,108$18,108

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,546,434TotalAmt
Program Services$14,258,598ProgramServicesAmt
Management And General$2,127,967ManagementAndGeneralAmt
Fundraising$1,159,869FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$600BOYAmt
EOY$600EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,523,038BOYAmt
EOY$10,558,056EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,726,099BOYAmt
EOY$2,050,321EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$379,677BOYAmt
EOY$634,366EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$513,948BOYAmt
EOY$824,051EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,128,304LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,648,260LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$488,305BOYAmt
EOY$480,044EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,371,452BOYAmt
EOY$1,486,357EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,003,119BOYAmt
EOY$16,033,795EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,378,177BOYAmt
EOY$1,067,557EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,636,172BOYAmt
EOY$7,586,465EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,850,000BOYAmt
EOY$1,480,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$3,181,757BOYAmt
EOY$2,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,935,455BOYAmt
EOY$14,091,213EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,981,561BOYAmt
EOY$26,225,235EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$17,898,442BOYAmt
EOY-$11,956,682EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,920,000BOYAmt
EOY$1,765,242EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$15,978,442BOYAmt
EOY-$10,191,440EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,003,119BOYAmt
EOY$16,033,795EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,631,306ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$3,155,696OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,843,986CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,896,072CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,220,976CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,529,011CurrentTaxYearMinus1YearAmt
Current Tax Year$19,446,942CurrentTaxYearAmt
Total$89,936,987TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,843,986CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,896,072CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,220,976CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,529,011CurrentTaxYearMinus1YearAmt
Current Tax Year$19,446,942CurrentTaxYearAmt
Total$89,936,987TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$737,082SubstantialContributorsTotAmt
Public Support Total170$89,199,905PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$545,908CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$506,513CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$616,050CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$175,519CurrentTaxYearMinus1YearAmt
Current Tax Year$3,541CurrentTaxYearAmt
Total$1,847,531TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$411,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$349,292CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$240,853CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,214CurrentTaxYearMinus1YearAmt
Current Tax Year$72,995CurrentTaxYearAmt
Total$1,159,075TotalAmt
FieldValueIRS element (for citing)
Total Support$92,943,593TotalSupportAmt
Gross Receipts Rltd Activities$34,123,193GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95970PublicSupportCY170Pct
Public Support PY1700.94320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationCONCESSIONS AND OTHER - 2016 AMOUNT: $ 149,527. 2017 AMOUNT: $ 140,224. 2018 AMOUNT: $ 147,360. 2019 AMOUNT: $ 57,259. FUNDRAISING - 2016 AMOUNT: $ 262,194. 2017 AMOUNT: $ 209,068. 2018 AMOUNT: $ 93,493. 2020 AMOUNT: $ 72,995. BSA GIFT SHOP - 2019 AMOUNT: $ 26,955.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,997FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,997FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$17,523,858FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$17,536,855FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$20,570CurrentYearMinus3Amt
Current Year Minus2$19,782CurrentYearMinus2Amt
Current Year Minus1$43,101CurrentYearMinus1Amt
Current Year$12,997CurrentYearAmt
Total$96,450TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$20,570CurrentYearMinus3Amt
Current Year Minus2$19,782CurrentYearMinus2Amt
Current Year Minus1$43,101CurrentYearMinus1Amt
Current Year$12,997CurrentYearAmt
Total$96,450TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$71,260,587BeginningYearBalanceAmt
Contributions$947,859ContributionsAmt
Investment Earnings Or Losses$15,396,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,449,210GrantsOrScholarshipsAmt
Other Expenditures$687,229OtherExpendituresAmt
Administrative Expenses$101,807AdministrativeExpensesAmt
End Year Balance$83,366,200EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$67,520,059BeginningYearBalanceAmt
Contributions$3,254,990ContributionsAmt
Investment Earnings Or Losses$5,873,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,558,565GrantsOrScholarshipsAmt
Other Expenditures$1,726,642OtherExpendituresAmt
Administrative Expenses$102,255AdministrativeExpensesAmt
End Year Balance$71,260,587EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$72,645,812BeginningYearBalanceAmt
Contributions$1,874,838ContributionsAmt
Investment Earnings Or Losses$759,241InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,625,335GrantsOrScholarshipsAmt
Other Expenditures$4,033,578OtherExpendituresAmt
Administrative Expenses$100,919AdministrativeExpensesAmt
End Year Balance$67,520,059EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$72,100,093BeginningYearBalanceAmt
Contributions$1,710,293ContributionsAmt
Investment Earnings Or Losses$5,936,454InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,837,682GrantsOrScholarshipsAmt
Other Expenditures$3,164,348OtherExpendituresAmt
Administrative Expenses$98,998AdministrativeExpensesAmt
End Year Balance$72,645,812EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$68,075,548BeginningYearBalanceAmt
Contributions$3,692,480ContributionsAmt
Investment Earnings Or Losses$8,069,106InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,575,311GrantsOrScholarshipsAmt
Other Expenditures$4,080,641OtherExpendituresAmt
Administrative Expenses$81,089AdministrativeExpensesAmt
End Year Balance$72,100,093EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,032OtherCostOrOtherBasisAmt
Depreciation$7,872DepreciationAmt
Book Value$7,160BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,113,272OtherCostOrOtherBasisAmt
Depreciation$2,640,388DepreciationAmt
Book Value$472,884BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$480,044TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM AFFILIATESDesc
Book Value$1,486,357BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,486,357TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED PENSION COSTS$6,495,841
DUE TO AFFILIATES$7,595,372
FieldValueIRS element (for citing)
Total Liability$14,091,213TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2021 AND 2020.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$767,456GrossReceiptsEvent1Amt
Charitable Contri Event1$694,461CharitableContriEvent1Amt
Gross Revenue Event1$72,995GrossRevenueEvent1Amt
Rent Facility Costs Event1$446RentFacilityCostsEvent1Amt
Food And Beverage Event1$42,326FoodAndBeverageEvent1Amt
Entertainment Event1$295,993EntertainmentEvent1Amt
Other Direct Expenses Event1$388,683OtherDirectExpensesEvent1Amt
Gross Receipts Total$767,456GrossReceiptsTotalAmt
Charitable Contributions Tot$694,461CharitableContributionsTotAmt
Gross Revenue Total Events$72,995GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$446RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$42,326FoodAndBeverageTotalEventsAmt
Entertainment Total Events$295,993EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$388,683OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$727,448DirectExpenseSummaryEventsAmt
Net Income Summary-$654,453NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MS MARIN ALSOP
MUSIC DIRECTOR$288,360$0$0$0$396$0$0$0$39,529$0$328,285$0$0$0
MR EDWARD CARNEY
CONCERT MASTER$204,483$0$0$0$258$0$676$0$39,527$0$244,944$0$0$0
MR PETER KJOME
PRESIDENT AND CEO$173,800$43,450$0$0$110$28$0$0$20,501$5,126$194,411$48,604$0$0
MS SARAH BECKWITH
VICE PRESIDENT AND CFO$127,400$14,155$0$0$232$26$0$0$35,860$3,984$163,492$18,165$0$0
MS RAQUEL WHITING-GILMER
EXECUTIVE DIRECTOR ORCHKIDS$157,245$0$0$0$90$0$0$0$2,750$0$160,085$0$0$0
MS ALLISON BURR-LIVINGSTONE
VP AND CHIEF ADVANCEMENT OFFICER$114,262$38,087$0$0$41$14$0$0$2,403$801$116,706$38,902$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4BPETER 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 INFORMATIONOPUS 3 ARTISTS, LLC A COMPANY THAT MANAGES DISTINGUISHED PERFORMING ARTISTS, WAS PAID $605,586, AS AN INDEPENDENT CONTRACTOR FOR MARIN ALSOP'S INDEPENDENT SERVICES OUTSIDE OF HER COMPENSATION AGREEMENT WITH THE BSO.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$485,472NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3THE ORCHESTRA EXPERIENCED AN IMMEDIATE IMPACT FROM COVID-19 INCLUDING THE OFFICIAL CANCELLATION OF ALL PREVIOUSLY ADVERTISED SUBSCRIPTION CONCERTS AND SPECIAL EVENTS AT THE JOSEPH MEYERHOFF SYMPHONY HALL AND THE MUSIC CENTER AT STRATHMORE BEGINNING IN MARCH 2020 THROUGH JUNE 2021. IN JUNE 2021, THE ORCHESTRA PERFORMED OUTDOOR CONCERTS AT THE MEYERHOFF SYMPHONY HALL AND AT THE MUSIC CENTER AT STRATHMORE. IT STARTED PERFORMING INDOOR CONCERTS IN JULY 2021.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 15ABSO FORMED A COMPENSATION COMMITTEE IN THE LATE SUMMER OF 2013 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 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS 3,155,696.
FORM 990, PAGE 12, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BALTIMORE SYMPHONY ENDOWMENT TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 CATHEDRAL STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd
FieldValueIRS element (for citing)
EIN770659339EIN
Primary ActivitiesSUPPORT APPRECIATION OF ORCHESTRAL AND SYMPHONIC MUSICPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BALTIMORE SYMPHONY ORCHESTRA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CATHEDRAL PARKING INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 CATHEDRAL STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd
FieldValueIRS element (for citing)
EIN521239270EIN
Primary ActivitiesPARKING GARAGEPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BALTIMORE SYMPHONY ENDOWMENT TRUST
C$3,449,210FMV
BALTIMORE SYMPHONY ENDOWMENT TRUST
E$6,126,558FMV
BALTIMORE SYMPHONY ENDOWMENT TRUST
O$344,301FMV
BALTIMORE SYMPHONY ENDOWMENT TRUST
Q$12,735FMV
BALTIMORE SYMPHONY ENDOWMENT TRUST
E$1,480,000FMV

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.