CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC (EIN 56-6011568)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-04-06
IRS object ID
202100969349300725
Schema version
2019v5.2
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)
Return2021-04-06T11:34:34-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 METROPOLITAN AVE STE 900AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN566011568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLOTTE SYMPHONY ORCHESTRABusinessNameLine1Txt
Business Name Line2SOCIETY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone7049722003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1128 S TRYON STREET NO 300AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID FISKPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone7049722003PhoneNum
Signature2021-04-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA ADAMSPreparerPersonNm
PTINP00748038PTIN
Phone7043771678PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID FISKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1128 S TRYON STREET NO 300AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,107,181GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CHARLOTTESYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1932FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTO CONNECT AND STRENGTHEN OUR COMMUNITY THROUGH EXCEPTIONAL MUSICAL EXPERIENCES.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee298TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,664,642PYContributionsGrantsAmt
CY Contributions Grants$5,950,627CYContributionsGrantsAmt
PY Program Service Revenue$4,045,577PYProgramServiceRevenueAmt
CY Program Service Revenue$2,943,399CYProgramServiceRevenueAmt
PY Investment Income$365PYInvestmentIncomeAmt
CY Investment Income$281CYInvestmentIncomeAmt
PY Other Revenue-$20,316PYOtherRevenueAmt
CY Other Revenue$77,920CYOtherRevenueAmt
PY Total Revenue$11,690,268PYTotalRevenueAmt
CY Total Revenue$8,972,227CYTotalRevenueAmt
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$7,015,574PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,669,959CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$539,702CYTotalFundraisingExpenseAmt
PY Other Expenses$3,142,288PYOtherExpensesAmt
CY Other Expenses$2,882,258CYOtherExpensesAmt
PY Total Expenses$10,157,862PYTotalExpensesAmt
CY Total Expenses$9,552,217CYTotalExpensesAmt
PY Revenues Less Expenses$1,532,406PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$579,990CYRevenuesLessExpensesAmt
Total Assets BOY$14,179,810TotalAssetsBOYAmt
Total Assets EOY$14,583,525TotalAssetsEOYAmt
Total Liabilities BOY$2,756,872TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,682,097TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,422,938NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,901,428NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCSO IS COMMITTED TO PROVIDING EXCEPTIONAL MUSICAL EXPERIENCES BOTH ON OUR MAIN STAGES AND OUTSIDE THE CONCERT HALL. CORE PROGRAMMING RUNS SEPTEMBER THROUGH JUNE AND FEATURES CLASSICAL, POPS, FAMILY AND MOVIES IN CONCERT PROGRAMS. IN ADDITION TO MAIN STAGES, THE CSO PERFORMS IN COMMUNITY CENTERS, SCHOOLS, AND SENIOR CARE CENTERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,334,666ExpenseAmt
Revenue$2,792,043RevenueAmt
DescLAST YEAR THE CHARLOTTE SYMPHONY OFFERED 150 PERFORMANCES FOR 45,000 PATRONS. EVENTS INCLUDED CLASSICAL CONCERTS FEATURING GREAT SOLO ARTISTS ON OUR MAIN STAGE, MUSIC AND MEMORY PROGRAMS IN NEIGHBORHOOD COMMUNITY CENTERS, INFORMAL CONCERTS IN LOCAL BREWERIES, AND PARTICIPATORY EDUCATIONAL CONCERTS FOR THOUSANDS OF CHILDREN.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$156,866ExpenseAmt
Revenue$73,158RevenueAmt
DescYOUTH ORCHESTRAS: WITH THE BELIEF THAT MAKING MUSIC IS A RIGHT, NOT A PRIVILEGE, WE ACTIVELY NURTURE THE NEXT GENERATION OF MUSICIANS AND MUSIC LOVERS BY SUPPORTING TWO YOUTH ORCHESTRAS FOCUSED ON DUAL GOALS OF EXTRAORDINARY MUSIC EDUCATION AND DIVERSITY, EQUITY AND INCLUSION. WE PROVIDE A NURTURING ENVIRONMENT FOR OUR YOUNG MUSICIANS TO CREATE LASTING BONDS THROUGH MUSIC AND FRIENDSHIP, AND INSTILL THE VALUES OF COMMUNITY SERVICE THROUGH MUSIC.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$171,996ExpenseAmt
Revenue$78,198RevenueAmt
DescCOMMUNITY EDUCATION PROGRAMS: AN INTENSIVE AFTERSCHOOL YOUTH PROGRAM FOCUSED ON CHARLOTTE'S CHILDREN WITH THE GREATEST NEEDS AND FEWEST RESOURCES, PROJECT HARMONY IS A MUSIC AND LEADERSHIP PROGRAM AIMED AT EXPANDING THE VISION OF WHAT IS POSSIBLE FOR OUR AREA YOUTH. CHILDREN ARE GIVEN FREE INSTRUMENTS, ORCHESTRA ENSEMBLE TRAINING, AND ACADEMIC SUPPORT.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$7,663,528TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
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 Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document74IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee298EmployeeCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members18GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
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 ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
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 OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID FISKPersonNm
Phone7047145100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1128 S TRYON STREET SUITE 350AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DR DEREK RAGHAVAN
CHAIRPERSON2.00Yes (X)Yes (X)$0$0$0
MRS KIMBERLY C PARKER
CHAIRPERSON-ELECT2.00Yes (X)Yes (X)$0$0$0
MR JEFFREY LEE
VICE-CHAIR ELECT2.00Yes (X)Yes (X)$0$0$0
MR KEVIN WALKER
TREASURER2.00Yes (X)Yes (X)$0$0$0
MS DEBBIE ABLES
DIRECTOR1.00Yes (X)Yes (X)$0$0$0
MR MICHAEL ANKROM
DIRECTOR1.00Yes (X)$0$0$0
MR JOHN BARQUIN
DIRECTOR1.00Yes (X)$0$0$0
MR BRIAN BRIDGFORD
DIRECTOR1.00Yes (X)$0$0$0
MR THOMAS BURGE
DIRECTOR/MUSICIAN13.00Yes (X)$44,913$0$11,260
MR WILTON CONNOR
DIRECTOR1.00Yes (X)$0$0$0
MR BRIAN CROMWELL
DIRECTOR1.00Yes (X)$0$0$0
MRS LINDA FARTHING
DIRECTOR1.00Yes (X)$0$0$0
MR REGINALD HENDERSON
DIRECTOR1.00Yes (X)$0$0$0
MR DAVID LEITCH
DIRECTOR1.00Yes (X)$0$0$0
MS RAQUEL LYNCH
DIRECTOR1.00Yes (X)$0$0$0
MR YIH-HAN MA
DIRECTOR1.00Yes (X)$0$0$0
MR ALEX MCKINNON
DIRECTOR1.00Yes (X)$0$0$0
MR GLENN MINCEY
DIRECTOR1.00Yes (X)$0$0$0
MR H STACY NICHOLSON
DIRECTOR1.00Yes (X)$0$0$0
MR PAUL A REICHS
DIRECTOR1.00Yes (X)$0$0$0
MR MIKE RUTLEDGE
DIRECTOR1.00Yes (X)$0$0$0
MR ROBERT RYDEL
DIRECTOR/MUSICIAN13.00Yes (X)$30,583$0$10,011
MR CARLOS TARAZONA
DIRECTOR/MUSICIAN13.00Yes (X)$34,578$0$10,359
MR FERNANDO YCAZA
DIRECTOR1.00Yes (X)$0$0$0
MR JAY YOUNG
DIRECTOR1.00Yes (X)$0$0$0
MS MARY DEISSLER
PRESIDENT & CEO (THRU 8/31)60.00Yes (X)$164,012$0$1,224
MS MICHELLE HAMILTON
INTERIM CEO & VP OF DEV.60.00Yes (X)$141,339$0$7,344
MR CHRISTOPHER WARREN-GREEN
MUSIC DIRECTOR30.00Yes (X)$183,670$0$0
MR BRANDON VANWAEYENBERGHE
DIRECTOR OF FINANCE (THRU 8/6)40.00Yes (X)$56,748$0$1,224
MR CALIN LUPANU
CONCERTMASTER40.00$101,740$0$16,216Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$757,583TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$57,638TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPACITY INTERACTIVE CONSULTINGBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 83447AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018133447ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTINGServicesDesc
Compensation$100,177CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Federated Campaigns$633,244FederatedCampaignsAmt
Fundraising$134,625FundraisingAmt
Government Grants$114,000GovernmentGrantsAmt
All Other Contributions$5,068,758AllOtherContributionsAmt
Total Contributions$5,950,627TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SINGLE TICKET SALES900099$1,792,230$1,792,230
SEASON TICKET SALES900099$710,607$710,607
OTHER FEE CONCERTS900099$289,206$289,206
YOUTH ORCHESTRA900099$151,356$151,356
FieldValueIRS element (for citing)
Total Program Service Revenue$2,943,399TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$281TotalRevenueColumnAmt
Exclusion$281ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$78,201FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$134,625ContriRptFundraisingEventAmt
Fundraising Direct Expenses$134,954FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$56,753TotalRevenueColumnAmt
Exclusion-$56,753ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$134,673TotalRevenueColumnAmt
Exclusion$134,673ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$134,673OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,972,227TotalRevenueColumnAmt
Related Or Exempt Func Income$2,943,399RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$78,201ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$757,582TotalAmt
Program Services$395,483ProgramServicesAmt
Management And General$220,760ManagementAndGeneralAmt
Fundraising$141,339FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,330,803TotalAmt
Program Services$4,048,466ProgramServicesAmt
Management And General$55,972ManagementAndGeneralAmt
Fundraising$226,365FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$200,898TotalAmt
Program Services$200,898ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$899,024TotalAmt
Program Services$794,139ProgramServicesAmt
Management And General$80,715ManagementAndGeneralAmt
Fundraising$24,170FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$481,652TotalAmt
Program Services$424,261ProgramServicesAmt
Management And General$24,275ManagementAndGeneralAmt
Fundraising$33,116FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$933TotalAmt
Management And General$933ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$181,966TotalAmt
Management And General$181,966ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$364,029TotalAmt
Program Services$66,673ProgramServicesAmt
Management And General$276,180ManagementAndGeneralAmt
Fundraising$21,176FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$442,624TotalAmt
Program Services$421,953ProgramServicesAmt
Management And General$20,251ManagementAndGeneralAmt
Fundraising$420FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$372,711TotalAmt
Program Services$160,478ProgramServicesAmt
Management And General$172,798ManagementAndGeneralAmt
Fundraising$39,435FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$92,658TotalAmt
Program Services$13,305ProgramServicesAmt
Management And General$77,444ManagementAndGeneralAmt
Fundraising$1,909FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$172,635TotalAmt
Program Services$15,430ProgramServicesAmt
Management And General$157,205ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,866TotalAmt
Program Services$23,939ProgramServicesAmt
Management And General$2,279ManagementAndGeneralAmt
Fundraising$4,648FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$45,116TotalAmt
Management And General$45,116ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,652TotalAmt
Management And General$25,652ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
THEATER COSTS/STAGEHAND$479,831$479,831
GUEST ARTISTS/CONDUCTOR$398,806$398,806
INSTRUMENTS & MUSIC$209,779$209,779

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$64,652TotalAmt
Program Services$10,087ProgramServicesAmt
Management And General$7,441ManagementAndGeneralAmt
Fundraising$47,124FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,552,217TotalAmt
Program Services$7,663,528ProgramServicesAmt
Management And General$1,348,987ManagementAndGeneralAmt
Fundraising$539,702FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,045,758BOYAmt
EOY$1,940,388EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$86,774BOYAmt
EOY$606,096EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,219,073BOYAmt
EOY$347,751EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$292,852BOYAmt
EOY$46,430EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$141,902BOYAmt
EOY$75,219EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$967,750LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$248,300LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$716,301BOYAmt
EOY$719,450EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,677,150BOYAmt
EOY$10,848,191EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,179,810BOYAmt
EOY$14,583,525EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$662,284BOYAmt
EOY$656,394EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,094,588BOYAmt
EOY$3,025,703EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,756,872BOYAmt
EOY$3,682,097EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$344,940BOYAmt
EOY-$470,126EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,767,878BOYAmt
EOY$11,371,554EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,422,938BOYAmt
EOY$10,901,428EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,179,810BOYAmt
EOY$14,583,525EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$579,990ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$58,480OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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$7,253,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,294,870CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,298,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,664,642CurrentTaxYearMinus1YearAmt
Current Tax Year$5,950,627CurrentTaxYearAmt
Total$34,461,739TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,253,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,294,870CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,298,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,664,642CurrentTaxYearMinus1YearAmt
Current Tax Year$5,950,627CurrentTaxYearAmt
Total$34,461,739TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,440,858SubstantialContributorsTotAmt
Public Support Total170$33,020,881PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,114CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$365CurrentTaxYearMinus1YearAmt
Current Tax Year$281CurrentTaxYearAmt
Total$2,980TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,489CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,067CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,560CurrentTaxYearMinus1YearAmt
Total$138,823TotalAmt
FieldValueIRS element (for citing)
Total Support$34,603,542TotalSupportAmt
Gross Receipts Rltd Activities$17,151,642GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95430PublicSupportCY170Pct
Public Support PY1700.95460PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,303,053BeginningYearBalanceAmt
Contributions$800,000ContributionsAmt
Investment Earnings Or Losses$58,480InvestmentEarningsOrLossesAmt
Other Expenditures$447,742OtherExpendituresAmt
End Year Balance$10,713,791EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,823,482BeginningYearBalanceAmt
Contributions$927,057ContributionsAmt
Investment Earnings Or Losses$333,783InvestmentEarningsOrLossesAmt
Other Expenditures$781,269OtherExpendituresAmt
End Year Balance$10,303,053EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,410,038BeginningYearBalanceAmt
Contributions$10,842ContributionsAmt
Investment Earnings Or Losses$775,807InvestmentEarningsOrLossesAmt
Other Expenditures$1,373,205OtherExpendituresAmt
End Year Balance$9,823,482EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,032,233BeginningYearBalanceAmt
Contributions-$31,891ContributionsAmt
Investment Earnings Or Losses$709,094InvestmentEarningsOrLossesAmt
Other Expenditures$299,398OtherExpendituresAmt
End Year Balance$10,410,038EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,909,044BeginningYearBalanceAmt
Contributions$2,007,697ContributionsAmt
Investment Earnings Or Losses$375,790InvestmentEarningsOrLossesAmt
Other Expenditures$260,298OtherExpendituresAmt
End Year Balance$10,032,233EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$967,750OtherCostOrOtherBasisAmt
Depreciation$248,300DepreciationAmt
Book Value$719,450BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$719,450TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTERESTS IN TRUSTS$10,401,643
ALLOWABLE ENDOWMENT SPENDING NOT WITHDRAWN$446,548
FieldValueIRS element (for citing)
Total Book Value Other Assets$10,848,191TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,030,707TotalRevEtcAuditedFinclStmtAmt
Other Revenue$58,480OtherRevenueAmt
Revenue Not Reported$58,480RevenueNotReportedAmt
Revenue Subtotal$8,972,227RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,972,227TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,552,217TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,552,217ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,552,217TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE CSO'S ENDOWMENT FUNDS CONSIST OF DONOR RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING, BUT NOT LIMITED TO, INSTRUMENT CHAIRS, EDUCATION, AND ONGOING OPERATIONAL EXPENSES.
PART X, LINE 2:THE SOCIETY HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE WITH RESPECT TO ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT BELIEVES THAT THE SOCIETY CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SOCIETY ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE SOCIETY BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE SOCIETY HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO MATERIAL UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2020 AND 2019.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN BENEFICIAL INTERESTS IN TRUSTS 58,480.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1OPENING NIGHT GALAEvent1Nm
Gross Receipts Event1$212,826GrossReceiptsEvent1Amt
Charitable Contri Event1$134,625CharitableContriEvent1Amt
Gross Revenue Event1$78,201GrossRevenueEvent1Amt
Rent Facility Costs Event1$17,275RentFacilityCostsEvent1Amt
Food And Beverage Event1$78,060FoodAndBeverageEvent1Amt
Entertainment Event1$750EntertainmentEvent1Amt
Other Direct Expenses Event1$38,869OtherDirectExpensesEvent1Amt
Gross Receipts Total$212,826GrossReceiptsTotalAmt
Charitable Contributions Tot$134,625CharitableContributionsTotAmt
Gross Revenue Total Events$78,201GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$17,275RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$78,060FoodAndBeverageTotalEventsAmt
Entertainment Total Events$750EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$38,869OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$134,954DirectExpenseSummaryEventsAmt
Net Income Summary-$56,753NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
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 (2 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 MARY DEISSLER
PRESIDENT & CEO (THRU 8/31)$164,012$0$0$0$0$0$0$0$1,224$0$165,236$0$0$0
MR CHRISTOPHER WARREN-GREEN
MUSIC DIRECTOR$183,670$0$0$0$0$0$0$0$0$0$183,670$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE DRAFT OF THE FORM 990. UPON THEIR REVIEW AND RECOMMENDATION, A PUBLIC DISCLOSURE COPY IS THEN SENT TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. THE PUBLIC DISCLOSURE COPY OF THE 990 IS REVIEWED BY THE BOARD IN ORDER TO PROTECT THE PRIVACY OF DONORS.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE DIRECTOR WITH THE POTENTIAL CONFLICT WILL RECUSE HIM/HERSELF FROM ALL DISCUSSION AND VOTES.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS HAS AN EMPLOYMENT AGREEMENT WITH THE CEO THAT PROVIDES FOR ALL ASPECTS OF THE CEO'S COMPENSATION AND BENEFITS PACKAGE. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE CEO'S PERFORMANCE AGAINST AGREED GOALS AND KPIS, AND REVIEWS COMPENSATION. IN DETERMINING COMPENSATION LEVEL, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE DATA FOR ORCHESTRAS WITH A SIMILAR BUDGET AND SCOPE AS DETERMINED BY THE FIELD'S NATIONAL ASSOCIATION, THE LEAGUE OF AMERICAN ORCHESTRAS, AS WELL AS COMPENSATION FOR ARTS AND CULTURE LEADERS IN THE LOCAL GEOGRAPHIC REGION. FOR ALL OTHER EMPLOYEES, THE BOARD OF DIRECTORS APPROVES AN OVERALL ADMINISTRATIVE BUDGET INCLUDING STAFF SALARIES.
FORM 990, PART VI, SECTION C, LINE 19PUBLIC INSPECTION FINANCIAL STATEMENTS, INCLUDING LATEST AUDITED STATEMENTS AND FORM 990, ARE POSTED ON THE CSO'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN BENEFICIAL INTEREST IN TRUST 58,480.

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