BALTIMORE SYMPHONY ORCHESTRA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BALTIMORE SYMPHONY ORCHESTRA INC (EIN 52-0629696)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-15
- IRS object ID
- 202511969349302301
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T13:29:31-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205991824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC&H GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 RIDGEBROOK ROAD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520629696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALTIMORE SYMPHONY ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALT | BusinessNameControlTxt |
| Phone | 4107838100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CATHEDRAL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212015517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN BROMERY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4107838090 | PhoneNum |
| Signature | 2025-07-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI S BURGHAUSER | PreparerPersonNm |
| PTIN | P00370694 | PTIN |
| Phone | 4104031500 | PhoneNum |
| Preparation | 2025-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK C HANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CATHEDRAL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212015517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,137,059 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BSOMUSIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 687 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,931,958 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,134,062 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,899,631 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,369,708 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,777 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,516 | CYInvestmentIncomeAmt |
| PY Other Revenue | $309,146 | PYOtherRevenueAmt |
| CY Other Revenue | $168,355 | CYOtherRevenueAmt |
| PY Total Revenue | $30,156,512 | PYTotalRevenueAmt |
| CY Total Revenue | $41,676,641 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,980,162 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,467,583 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $403,344 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $381,497 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,342,681 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,333,323 | PYOtherExpensesAmt |
| CY Other Expenses | $11,833,200 | CYOtherExpensesAmt |
| PY Total Expenses | $33,716,829 | PYTotalExpensesAmt |
| CY Total Expenses | $34,682,280 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,560,317 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,994,361 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,275,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,195,398 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,457,131 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,845,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$12,182,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,649,942 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,656,613 | ExpenseAmt |
| Revenue | $7,369,708 | RevenueAmt |
| Desc | PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATION PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. | Desc |
| Total Program Service Expenses | $28,656,613 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 257 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 687 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN BROMERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4107838090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CATHEDRAL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212015517 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MR MARK HANSON | |||||||||
| PRESIDENT AND CEO | 32.00 | 8.00 | Yes (X) | Yes (X) | $342,120 | $85,530 | $69,486 | ||
| MR BARRY F ROSEN | |||||||||
| CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HON STEVEN R SCHUH | |||||||||
| VICE CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR CHRISTIAN JOHANSSON | |||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR MICHAEL FORSTER | |||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MS MAGGIE DE CUEVAS | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MS LISA BROWN ALEXANDER | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR CHUCK ALSTON | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS MARY ELLEN BARBERA | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR RICK BERNSTEIN | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS KATHLEEN A CHAGNON ESQ | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR HARVEY COHEN | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR ROBERT B COUTTS | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR WALTER DOGGETT III | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MICHAEL ERNST | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS ELLEN R FISH | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS DENISE GALAMBOS | |||||||||
| BOARD MEMBER (PART YEAR) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS SANDRA LEVI GERSTUNG | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR DOUGLAS HAMILTON III | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS DENISE HARGROVE | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JOSEPH JENNINGS JR | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MICHAEL KEANE | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS NANCY KOOP | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MARC E LACKRITZ | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR IKE LEGGETT | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS MARIE LERCH | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARSHALL A LEVINE | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JASON PERRY | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS JUDY PHARES | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR STEPHEN D SHAWE ESQ | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HON JAMES T SMITH JR | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR SOLOMON H SNYDER MD | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR BARRY WILLIAMS | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR PETER L WINIK | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JOHN G MCLEAN JR | |||||||||
| SR. VP & CFO (PART YEAR) | 36.00 | 4.00 | Yes (X) | $141,416 | $35,354 | $22,609 | |||
| MR BRIAN SMITH | |||||||||
| SR. VP & CHR | 30.00 | 10.00 | Yes (X) | $127,964 | $0 | $12,610 | |||
| MR LEONARD WILLIAMS | |||||||||
| INTERIM CFO | 36.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MS AGNIESZKA RAKHMATULLAEV | |||||||||
| SR. VP & COO | 40.00 | 0.00 | $203,747 | $0 | $44,736 | Yes (X) | |||
| MS ALLISON BURR-LIVINGSTONE | |||||||||
| SR. VP AND CHIEF ADV. OFFICER | 30.00 | 10.00 | $141,436 | $47,146 | $45,236 | Yes (X) | |||
| MS CYRINA R YARBROUGH | |||||||||
| SR. VP & CHIEF MKTG. & COMM. OFFICER | 40.00 | 0.00 | $176,813 | $0 | $13,172 | Yes (X) | |||
| MR EDWARD CARNEY | |||||||||
| CONCERT MASTER | 40.00 | 0.00 | $276,324 | $0 | $44,766 | Yes (X) | |||
| MR TODD PRICE | |||||||||
| HEAD STAGEHAND | 40.00 | 0.00 | $165,655 | $0 | $23,628 | Yes (X) | |||
| MS KATHERINE NEEDLEMAN | |||||||||
| MUSICIAN | 40.00 | 0.00 | $168,516 | $0 | $44,666 | Yes (X) | |||
| MR BRIAN PRECHTL | |||||||||
| DIRECTOR OF EDU & COMM ENGAGEMENT | 40.00 | 0.00 | $164,985 | $0 | $40,115 | Yes (X) | |||
| MR MARIO SERRUTO | |||||||||
| ASSISTANT HEAD STAGEHAND | 40.00 | 0.00 | $161,580 | $0 | $23,544 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,070,556 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $168,030 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $384,568 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPUS 3 ARTISTS LLC | |||||
| 348 W 57TH ST SUITE 282 | NEW YORK | NY | 10019 | CONDUCTORS / GUEST ARTISTS | $484,177 |
| JONATHON HEYWARD | |||||
| C/O IMG ARTISTS MANAGEMENT 7 W 54T | NEW YORK | NY | 10022 | MUSIC DIRECTOR | $414,055 |
| CAPACITY INTERACTIVE CONSULTING LLC | |||||
| 82 NASSAU STREET 60283 | NEW YORK | MD | 10038 | MARKETING | $407,000 |
| COMMUNITY COUNSELING SERVICE COMPANY LLC | |||||
| PO BOX 824885 | PHILADELPHIA | PA | 19182 | FUNDRAISING COUNSELING | $368,306 |
| ZIGERSNEAD LLP | |||||
| 1006 MORTON ST | BALTIMORE | MD | 21201 | CONSTRUCTION DESIGN | $171,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $711,200 | FundraisingAmt |
| Related Organizations | $8,560,000 | RelatedOrganizationsAmt |
| Government Grants | $4,640,722 | GovernmentGrantsAmt |
| All Other Contributions | $20,222,140 | AllOtherContributionsAmt |
| Noncash Contributions | $49,025 | NoncashContributionsAmt |
| Total Contributions | $34,134,062 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT INCOME | 711130 | $6,322,771 | $6,322,771 |
| EDUCATION REVENUE | 711130 | $633,040 | $633,040 |
| BSYO TUITION REVENUE | 711130 | $413,897 | $413,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,369,708 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,516 | TotalRevenueColumnAmt |
| Exclusion | $4,516 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285 | TotalRevenueColumnAmt |
| Exclusion | $285 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $603,206 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $547,619 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $55,587 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,587 | TotalRevenueColumnAmt |
| Exclusion | $55,587 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $497,683 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $711,200 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $912,799 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$415,116 | TotalRevenueColumnAmt |
| Exclusion | -$415,116 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| EXPIRED GIFT CERTIFICATES | 900099 | $335,696 | $335,696 |
| CONCESSIONS | 722513 | $182,433 | $182,433 |
| VENDOR REFUND | 900099 | $144 | $144 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,326 | TotalRevenueColumnAmt |
| Exclusion | $9,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $527,599 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,676,641 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,369,708 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $172,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,618 | TotalAmt |
| Program Services | $1,136,278 | ProgramServicesAmt |
| Management And General | $79,836 | ManagementAndGeneralAmt |
| Fundraising | $95,504 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,844,753 | TotalAmt |
| Program Services | $13,625,955 | ProgramServicesAmt |
| Management And General | $1,060,602 | ManagementAndGeneralAmt |
| Fundraising | $1,158,196 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,378,085 | TotalAmt |
| Program Services | $1,250,863 | ProgramServicesAmt |
| Management And General | $127,222 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,663,018 | TotalAmt |
| Program Services | $2,414,334 | ProgramServicesAmt |
| Management And General | $35,645 | ManagementAndGeneralAmt |
| Fundraising | $213,039 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270,109 | TotalAmt |
| Program Services | $1,102,333 | ProgramServicesAmt |
| Management And General | $76,379 | ManagementAndGeneralAmt |
| Fundraising | $91,397 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,390 | TotalAmt |
| Management And General | $49,390 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,073 | TotalAmt |
| Management And General | $90,073 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,126 | TotalAmt |
| Management And General | $50,126 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,497 | TotalAmt |
| Fundraising | $381,497 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,668,158 | TotalAmt |
| Program Services | $3,095,513 | ProgramServicesAmt |
| Management And General | $541,224 | ManagementAndGeneralAmt |
| Fundraising | $31,421 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,871,409 | TotalAmt |
| Program Services | $1,624,543 | ProgramServicesAmt |
| Fundraising | $246,866 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,523 | TotalAmt |
| Program Services | $268,352 | ProgramServicesAmt |
| Management And General | $111,371 | ManagementAndGeneralAmt |
| Fundraising | $3,800 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,489 | TotalAmt |
| Program Services | $3,886 | ProgramServicesAmt |
| Management And General | $336,603 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,125,458 | TotalAmt |
| Program Services | $2,125,458 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,825 | TotalAmt |
| Program Services | $495,624 | ProgramServicesAmt |
| Management And General | $15,689 | ManagementAndGeneralAmt |
| Fundraising | $512 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,876 | TotalAmt |
| Management And General | $527,876 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,386 | TotalAmt |
| Program Services | $111,386 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,964 | TotalAmt |
| Program Services | $12,121 | ProgramServicesAmt |
| Management And General | $245,843 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT RENTAL | $399,972 | $399,972 | |
| EQUIPMENT HAULING | $320,466 | $320,466 | |
| BAD DEBTS | $200,000 | $200,000 | |
| CREDIT CARD FEES | $181,491 | $181,491 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,594 | TotalAmt |
| Program Services | $488,038 | ProgramServicesAmt |
| Management And General | $135,107 | ManagementAndGeneralAmt |
| Fundraising | $120,449 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,682,280 | TotalAmt |
| Program Services | $28,656,613 | ProgramServicesAmt |
| Management And General | $3,682,986 | ManagementAndGeneralAmt |
| Fundraising | $2,342,681 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750 | BOYAmt |
| EOY | $2,507 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,075,095 | BOYAmt |
| EOY | $8,068,460 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,385 | BOYAmt |
| EOY | $9,842,213 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,119 | BOYAmt |
| EOY | $402,292 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,654 | BOYAmt |
| EOY | $30,654 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,072,288 | BOYAmt |
| EOY | $881,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,751,409 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,034,958 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,693 | BOYAmt |
| EOY | $2,716,451 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087,147 | BOYAmt |
| EOY | $251,793 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,275,131 | BOYAmt |
| EOY | $22,195,398 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614,512 | BOYAmt |
| EOY | $2,133,086 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,692,921 | BOYAmt |
| EOY | $6,524,207 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,000 | BOYAmt |
| EOY | $2,620,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,909,698 | BOYAmt |
| EOY | $13,568,047 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,457,131 | BOYAmt |
| EOY | $24,845,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,076,000 | BOYAmt |
| EOY | -$14,526,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,894,000 | BOYAmt |
| EOY | $11,876,058 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$12,182,000 | BOYAmt |
| EOY | -$2,649,942 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,275,131 | BOYAmt |
| EOY | $22,195,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,994,361 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,537,697 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,529,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,446,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,334,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,931,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,134,062 | CurrentTaxYearAmt |
| Total | $121,376,357 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,529,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,446,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,334,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,931,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,134,062 | CurrentTaxYearAmt |
| Total | $121,376,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,052,626 | SubstantialContributorsTotAmt |
| Public Support Total170 | $117,323,731 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $175,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $499,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $752,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $608,007 | CurrentTaxYearAmt |
| Total | $2,039,107 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $430,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $493,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,025,282 | CurrentTaxYearAmt |
| Total | $2,106,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $125,521,737 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,697,902 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CONCESSIONS AND OTHER - 2019 AMOUNT: $ 57,259. 2021 AMOUNT: $ 293,172. 2022 AMOUNT: $ 277,405. 2023 AMOUNT: $ 527,599. FUNDRAISING - 2020 AMOUNT: $ 72,995. 2021 AMOUNT: $ 136,920. 2022 AMOUNT: $ 216,285. 2023 AMOUNT: $ 497,683. BSA GIFT SHOP - 2019 AMOUNT: $ 26,955. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,126 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,126 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,606,489 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,656,615 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,997 | CurrentYearMinus3Amt |
| Current Year Minus2 | $68,593 | CurrentYearMinus2Amt |
| Current Year Minus1 | $63,272 | CurrentYearMinus1Amt |
| Current Year | $50,126 | CurrentYearAmt |
| Total | $194,988 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,997 | CurrentYearMinus3Amt |
| Current Year Minus2 | $68,593 | CurrentYearMinus2Amt |
| Current Year Minus1 | $63,272 | CurrentYearMinus1Amt |
| Current Year | $50,126 | CurrentYearAmt |
| Total | $194,988 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,019,641 | BeginningYearBalanceAmt |
| Contributions | $5,598,877 | ContributionsAmt |
| Investment Earnings Or Losses | $10,851,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,560,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,572,279 | OtherExpendituresAmt |
| Administrative Expenses | $280,436 | AdministrativeExpensesAmt |
| End Year Balance | $77,056,803 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,633,645 | BeginningYearBalanceAmt |
| Contributions | $1,507,663 | ContributionsAmt |
| Investment Earnings Or Losses | $6,496,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,550,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,792,667 | OtherExpendituresAmt |
| Administrative Expenses | $275,316 | AdministrativeExpensesAmt |
| End Year Balance | $73,019,641 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,627,000 | BeginningYearBalanceAmt |
| Contributions | $1,282,119 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,267,708 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,372,258 | GrantsOrScholarshipsAmt |
| Other Expenditures | $261,763 | OtherExpendituresAmt |
| Administrative Expenses | $373,745 | AdministrativeExpensesAmt |
| End Year Balance | $70,633,645 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,259,587 | BeginningYearBalanceAmt |
| Contributions | $947,859 | ContributionsAmt |
| Investment Earnings Or Losses | $15,397,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,449,210 | GrantsOrScholarshipsAmt |
| Other Expenditures | $426,429 | OtherExpendituresAmt |
| Administrative Expenses | $101,807 | AdministrativeExpensesAmt |
| End Year Balance | $83,627,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,520,059 | BeginningYearBalanceAmt |
| Contributions | $3,254,990 | ContributionsAmt |
| Investment Earnings Or Losses | $5,873,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,558,565 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,726,642 | OtherExpendituresAmt |
| Administrative Expenses | $102,255 | AdministrativeExpensesAmt |
| End Year Balance | $71,260,587 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,410,946 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,705 | DepreciationAmt |
| Book Value | $2,371,241 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,340,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,995,253 | DepreciationAmt |
| Book Value | $345,210 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,716,451 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION COSTS | $2,650,879 |
| DUE TO AFFILIATES | $10,768,154 |
| RIGHT OF USE LIABILITIES - OPERATING | $149,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,568,047 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2024 AND 2023. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELING SERVICE COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 824885 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $381,497 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $381,497 | TotalRetainedByContractorsAmt |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,208,883 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $711,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $497,683 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $40,972 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $325,041 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $76,007 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $470,779 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,208,883 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $711,200 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $497,683 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $40,972 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $325,041 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $76,007 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $470,779 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $912,799 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$415,116 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | COMMUNITY COUNSELING SERVICE COMPANY PROVIDED CAMPAIGN CONSULTING, INTERIM SUPPORT STAFF AND STRATEGIC DIRECTION TO A COMPREHENSIVE FUNDRAISING CAMPAIGN. IT DID NOT SOLICIT CONTRIBUTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR MARK HANSON | ||||||||||||||
| PRESIDENT AND CEO | $336,010 | $84,002 | $0 | $0 | $6,110 | $1,528 | $20,000 | $5,000 | $35,589 | $8,897 | $397,709 | $99,427 | $0 | $0 |
| MR EDWARD CARNEY | ||||||||||||||
| CONCERT MASTER | $275,928 | $0 | $0 | $0 | $396 | $0 | $0 | $0 | $44,766 | $0 | $321,090 | $0 | $0 | $0 |
| MS AGNIESZKA RAKHMATULLAEV | ||||||||||||||
| SR. VP & COO | $203,687 | $0 | $0 | $0 | $60 | $0 | $0 | $0 | $44,736 | $0 | $248,483 | $0 | $0 | $0 |
| MS ALLISON BURR-LIVINGSTONE | ||||||||||||||
| SR. VP AND CHIEF ADV. OFFICER | $141,396 | $47,132 | $0 | $0 | $40 | $14 | $0 | $0 | $33,927 | $11,309 | $175,363 | $58,455 | $0 | $0 |
| MS KATHERINE NEEDLEMAN | ||||||||||||||
| MUSICIAN | $168,426 | $0 | $0 | $0 | $90 | $0 | $900 | $0 | $43,766 | $0 | $213,182 | $0 | $0 | $0 |
| MR BRIAN PRECHTL | ||||||||||||||
| DIRECTOR OF EDU & COMM ENGAGEMENT | $164,589 | $0 | $0 | $0 | $396 | $0 | $900 | $0 | $39,215 | $0 | $205,100 | $0 | $0 | $0 |
| MR JOHN G MCLEAN JR | ||||||||||||||
| SR. VP & CFO (PART YEAR) | $141,344 | $35,336 | $0 | $0 | $72 | $18 | $0 | $0 | $18,087 | $4,522 | $159,503 | $39,876 | $0 | $0 |
| MS CYRINA R YARBROUGH | ||||||||||||||
| SR. VP & CHIEF MKTG. & COMM. OFFICER | $176,759 | $0 | $0 | $0 | $54 | $0 | $0 | $0 | $13,172 | $0 | $189,985 | $0 | $0 | $0 |
| MR TODD PRICE | ||||||||||||||
| HEAD STAGEHAND | $165,565 | $0 | $0 | $0 | $90 | $0 | $0 | $0 | $23,628 | $0 | $189,283 | $0 | $0 | $0 |
| MR MARIO SERRUTO | ||||||||||||||
| ASSISTANT HEAD STAGEHAND | $161,490 | $0 | $0 | $0 | $90 | $0 | $0 | $0 | $23,544 | $0 | $185,124 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | DURING CALANDER YEAR 2023, THE FOLLOWING PARTICIPATED IN THE BALTIMORE SYMPHONY ORCHESTRA, INC. SUPPLEMENTAL EXECUTIVE DEFERRED COMPENSATION PLAN ("SERP"): MARK HANSON $25,000 | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EVENT MATERIALS | 8 | $44,625 | FMV |
| Yes (X) | INSTRUMENTS | 1 | $4,400 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 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 12C | THE 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 15A | BSO FORMED A COMPENSATION COMMITTEE 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 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 777,138. MANAGEMENT AND GENERAL EXPENSES 541,224. FUNDRAISING EXPENSES 31,421. TOTAL EXPENSES 1,349,783. CONDUCTORS & GUEST ARTISTS: PROGRAM SERVICE EXPENSES 2,318,375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,318,375. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS 2,537,697. |
| FORM 990, PAGE 12, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALTIMORE SYMPHONY ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CATHEDRAL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770659339 | EIN |
| Primary Activities | SUPPORT APPRECIATION OF ORCHESTRAL AND SYMPHONIC MUSIC | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALTIMORE SYMPHONY ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHEDRAL PARKING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CATHEDRAL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521239270 | EIN |
| Primary Activities | PARKING GARAGE | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BALTIMORE SYMPHONY ENDOWMENT TRUST | ||
| C | $8,560,000 | FMV |
| BALTIMORE SYMPHONY ENDOWMENT TRUST | ||
| E | $2,620,000 | FMV |
| BALTIMORE SYMPHONY ENDOWMENT TRUST | ||
| O | $168,030 | FMV |
| BALTIMORE SYMPHONY ENDOWMENT TRUST | ||
| E | $10,768,154 | FMV |
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