2025-07-15T13:29:31-05:00 2024-08-31 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2023-09-01 520629696 BALTIMORE SYMPHONY ORCHESTRA INC BALT 4107838100 1212 CATHEDRAL STREET BALTIMORE MD 212015517 ANN BROMERY CFO 4107838090 2025-07-14 1 LORI S BURGHAUSER P00370694 4104031500 2025-07-14 2023 2025-03-06 01:10:19Z MARK C HANSON 1212 CATHEDRAL STREET BALTIMORE MD 212015517 43137059 0 X WWW.BSOMUSIC.ORG X 1942 MD PROVIDING SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL. 33 32 687 180 0 0 23931958 34134062 5899631 7369708 15777 4516 309146 168355 30156512 41676641 0 0 0 0 21980162 22467583 403344 381497 2342681 11333323 11833200 33716829 34682280 -3560317 6994361 9275131 22195398 21457131 24845340 -12182000 -2649942 X 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. 0 0 28656613 7369708 PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATION PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. 28656613 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 257 0 687 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD VA PA X X ANN BROMERY 4107838090 1212 CATHEDRAL STREET BALTIMORE MD 212015517 MR MARK HANSON PRESIDENT AND CEO 32.00 8.00 X X 342120 85530 69486 MR BARRY F ROSEN CHAIR 2.00 1.00 X X 0 0 0 HON STEVEN R SCHUH VICE CHAIR 2.00 1.00 X X 0 0 0 MR CHRISTIAN JOHANSSON VICE CHAIR 2.00 0.00 X X 0 0 0 MR MICHAEL FORSTER TREASURER 2.00 0.00 X X 0 0 0 MS MAGGIE DE CUEVAS SECRETARY 2.00 0.00 X X 0 0 0 MS LISA BROWN ALEXANDER BOARD MEMBER 2.00 0.00 X 0 0 0 MR CHUCK ALSTON BOARD MEMBER 2.00 0.00 X 0 0 0 MS MARY ELLEN BARBERA BOARD MEMBER 2.00 0.00 X 0 0 0 MR RICK BERNSTEIN BOARD MEMBER 2.00 0.00 X 0 0 0 MS KATHLEEN A CHAGNON ESQ BOARD MEMBER 2.00 0.00 X 0 0 0 MR HARVEY COHEN BOARD MEMBER 2.00 0.00 X 0 0 0 MR ROBERT B COUTTS BOARD MEMBER 2.00 0.00 X 0 0 0 MR WALTER DOGGETT III BOARD MEMBER 2.00 0.00 X 0 0 0 MR MICHAEL ERNST BOARD MEMBER 2.00 0.00 X 0 0 0 MS ELLEN R FISH BOARD MEMBER 2.00 0.00 X 0 0 0 MS DENISE GALAMBOS BOARD MEMBER (PART YEAR) 2.00 0.00 X 0 0 0 MS SANDRA LEVI GERSTUNG BOARD MEMBER 2.00 0.00 X 0 0 0 MR DOUGLAS HAMILTON III BOARD MEMBER 2.00 0.00 X 0 0 0 MS DENISE HARGROVE BOARD MEMBER 2.00 0.00 X 0 0 0 MR JOSEPH JENNINGS JR BOARD MEMBER 2.00 0.00 X 0 0 0 MR MICHAEL KEANE BOARD MEMBER 2.00 0.00 X 0 0 0 MS NANCY KOOP BOARD MEMBER 2.00 0.00 X 0 0 0 MR MARC E LACKRITZ BOARD MEMBER 2.00 0.00 X 0 0 0 MR IKE LEGGETT BOARD MEMBER 2.00 0.00 X 0 0 0 MS MARIE LERCH BOARD MEMBER 2.00 0.00 X 0 0 0 DR MARSHALL A LEVINE BOARD MEMBER 2.00 0.00 X 0 0 0 MR JASON PERRY BOARD MEMBER 2.00 0.00 X 0 0 0 MS JUDY PHARES BOARD MEMBER 2.00 0.00 X 0 0 0 MR STEPHEN D SHAWE ESQ BOARD MEMBER 2.00 0.00 X 0 0 0 HON JAMES T SMITH JR BOARD MEMBER 2.00 0.00 X 0 0 0 MR SOLOMON H SNYDER MD BOARD MEMBER 2.00 0.00 X 0 0 0 MR BARRY WILLIAMS BOARD MEMBER 2.00 0.00 X 0 0 0 MR PETER L WINIK BOARD MEMBER 2.00 0.00 X 0 0 0 MR JOHN G MCLEAN JR SR. VP & CFO (PART YEAR) 36.00 4.00 X 141416 35354 22609 MR BRIAN SMITH SR. VP & CHR 30.00 10.00 X 127964 0 12610 MR LEONARD WILLIAMS INTERIM CFO 36.00 4.00 X 0 0 0 MS AGNIESZKA RAKHMATULLAEV SR. VP & COO 40.00 0.00 X 203747 0 44736 MS ALLISON BURR-LIVINGSTONE SR. VP AND CHIEF ADV. OFFICER 30.00 10.00 X 141436 47146 45236 MS CYRINA R YARBROUGH SR. VP & CHIEF MKTG. & COMM. OFFICER 40.00 0.00 X 176813 0 13172 MR EDWARD CARNEY CONCERT MASTER 40.00 0.00 X 276324 0 44766 MR TODD PRICE HEAD STAGEHAND 40.00 0.00 X 165655 0 23628 MS KATHERINE NEEDLEMAN MUSICIAN 40.00 0.00 X 168516 0 44666 MR BRIAN PRECHTL DIRECTOR OF EDU & COMM ENGAGEMENT 40.00 0.00 X 164985 0 40115 MR MARIO SERRUTO ASSISTANT HEAD STAGEHAND 40.00 0.00 X 161580 0 23544 2070556 168030 384568 15 0 1 0 OPUS 3 ARTISTS LLC 348 W 57TH ST SUITE 282 NEW YORK NY 10019 CONDUCTORS / GUEST ARTISTS 484177 JONATHON HEYWARD C/O IMG ARTISTS MANAGEMENT 7 W 54T NEW YORK NY 10022 MUSIC DIRECTOR 414055 CAPACITY INTERACTIVE CONSULTING LLC 82 NASSAU STREET 60283 NEW YORK MD 10038 MARKETING 407000 COMMUNITY COUNSELING SERVICE COMPANY LLC PO BOX 824885 PHILADELPHIA PA 19182 FUNDRAISING COUNSELING 368306 ZIGERSNEAD LLP 1006 MORTON ST BALTIMORE MD 21201 CONSTRUCTION DESIGN 171724 9 711200 8560000 4640722 20222140 49025 34134062 CONCERT INCOME 711130 6322771 6322771 EDUCATION REVENUE 711130 633040 633040 BSYO TUITION REVENUE 711130 413897 413897 7369708 4516 4516 285 285 603206 547619 55587 55587 55587 497683 711200 912799 -415116 -415116 EXPIRED GIFT CERTIFICATES 900099 335696 335696 CONCESSIONS 722513 182433 182433 VENDOR REFUND 900099 144 144 9326 9326 527599 41676641 7369708 0 172871 X 1311618 1136278 79836 95504 15844753 13625955 1060602 1158196 1378085 1250863 127222 2663018 2414334 35645 213039 1270109 1102333 76379 91397 49390 49390 90073 90073 50126 50126 381497 381497 3668158 3095513 541224 31421 1871409 1624543 246866 383523 268352 111371 3800 340489 3886 336603 2125458 2125458 511825 495624 15689 512 527876 527876 111386 111386 257964 12121 245843 EQUIPMENT RENTAL 399972 399972 EQUIPMENT HAULING 320466 320466 BAD DEBTS 200000 200000 CREDIT CARD FEES 181491 181491 743594 488038 135107 120449 34682280 28656613 3682986 2342681 750 2507 4075095 8068460 1231385 9842213 311119 402292 30654 30654 1072288 881028 5751409 3034958 466693 2716451 2087147 251793 9275131 22195398 1614512 2133086 4692921 6524207 2240000 2620000 12909698 13568047 21457131 24845340 X -16076000 -14526000 3894000 11876058 -12182000 -2649942 9275131 22195398 X 6994361 2537697 X X 0 1 X 1 0 X 22529011 19446942 21334384 23931958 34134062 121376357 22529011 19446942 21334384 23931958 34134062 121376357 4052626 117323731 175519 3541 499076 752964 608007 2039107 84214 72995 430092 493690 1025282 2106273 125521737 25697902 0.93470 0.93040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50126 50126 28606489 28656615 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 12997 68593 63272 50126 194988 250000 250000 250000 250000 1000000 1500000 12997 68593 63272 50126 194988 73019641 5598877 10851000 8560000 3572279 280436 77056803 70633645 1507663 6496316 3550000 1792667 275316 73019641 83627000 1282119 -10267708 3372258 261763 373745 70633645 71259587 947859 15397000 3449210 426429 101807 83627000 67520059 3254990 5873000 3558565 1726642 102255 71260587 1.00000 0 1 1 2410946 39705 2371241 3340463 2995253 345210 2716451 ACCRUED PENSION COSTS 2650879 DUE TO AFFILIATES 10768154 RIGHT OF USE LIABILITIES - OPERATING 149014 13568047 X 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. X X X X X X X 0 COMMUNITY COUNSELING SERVICE COMPANY PO BOX 824885 PHILADELPHIA PA 19182 CAMPAIGN CONSULTING 0 0 381497 0 381497 MD VA PA GALA 1208883 711200 497683 40972 325041 76007 470779 1208883 711200 497683 40972 325041 76007 470779 912799 -415116 SCHEDULE G, PART I, LINE 2B, COLUMN (V) COMMUNITY COUNSELING SERVICE COMPANY PROVIDED CAMPAIGN CONSULTING, INTERIM SUPPORT STAFF AND STRATEGIC DIRECTION TO A COMPREHENSIVE FUNDRAISING CAMPAIGN. IT DID NOT SOLICIT CONTRIBUTIONS. X X X 0 1 0 0 0 0 0 0 0 MR MARK HANSON PRESIDENT AND CEO 336010 84002 0 0 6110 1528 20000 5000 35589 8897 397709 99427 0 0 MR EDWARD CARNEY CONCERT MASTER 275928 0 0 0 396 0 0 0 44766 0 321090 0 0 0 MS AGNIESZKA RAKHMATULLAEV SR. VP & COO 203687 0 0 0 60 0 0 0 44736 0 248483 0 0 0 MS ALLISON BURR-LIVINGSTONE SR. VP AND CHIEF ADV. OFFICER 141396 47132 0 0 40 14 0 0 33927 11309 175363 58455 0 0 MS KATHERINE NEEDLEMAN MUSICIAN 168426 0 0 0 90 0 900 0 43766 0 213182 0 0 0 MR BRIAN PRECHTL DIRECTOR OF EDU & COMM ENGAGEMENT 164589 0 0 0 396 0 900 0 39215 0 205100 0 0 0 MR JOHN G MCLEAN JR SR. VP & CFO (PART YEAR) 141344 35336 0 0 72 18 0 0 18087 4522 159503 39876 0 0 MS CYRINA R YARBROUGH SR. VP & CHIEF MKTG. & COMM. OFFICER 176759 0 0 0 54 0 0 0 13172 0 189985 0 0 0 MR TODD PRICE HEAD STAGEHAND 165565 0 0 0 90 0 0 0 23628 0 189283 0 0 0 MR MARIO SERRUTO ASSISTANT HEAD STAGEHAND 161490 0 0 0 90 0 0 0 23544 0 185124 0 0 0 PART I, LINE 4B DURING CALANDER YEAR 2023, THE FOLLOWING PARTICIPATED IN THE BALTIMORE SYMPHONY ORCHESTRA, INC. SUPPLEMENTAL EXECUTIVE DEFERRED COMPENSATION PLAN ("SERP"): MARK HANSON $25,000 X EVENT MATERIALS 8 44625 FMV X INSTRUMENTS 1 4400 FMV 0 0 0 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. BALTIMORE SYMPHONY ENDOWMENT TRUST 1212 CATHEDRAL STREET BALTIMORE MD 21201 770659339 SUPPORT APPRECIATION OF ORCHESTRAL AND SYMPHONIC MUSIC MD 501(C)(3) LINE 12A, I BALTIMORE SYMPHONY ORCHESTRA INC 1 CATHEDRAL PARKING INC 1212 CATHEDRAL STREET BALTIMORE MD 21201 521239270 PARKING GARAGE MD N/A C 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 BALTIMORE SYMPHONY ENDOWMENT TRUST C 8560000 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST E 2620000 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST O 168030 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST E 10768154 FMV