BALTIMORE SYMPHONY ORCHESTRA INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BALTIMORE SYMPHONY ORCHESTRA INC (EIN 52-0629696)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-07-14
IRS object ID
202121959349301132
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)
Return2021-07-14T11:20:36-05:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205991824PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1910 RIDGEBROOK ROADAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21152ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520629696EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH BECKWITHPersonNm
Person TitleCFOPersonTitleTxt
Phone4107838095PhoneNum
Signature2021-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI S BURGHAUSERPreparerPersonNm
PTINP00370694PTIN
Phone4104031500PhoneNum
Preparation2021-07-13PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPETER T KJOMEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 CATHEDRAL STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212015517ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$28,219,864GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BSOMUSIC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1942FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionPROVIDING SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee598TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,220,976PYContributionsGrantsAmt
CY Contributions Grants$22,529,011CYContributionsGrantsAmt
PY Program Service Revenue$8,641,662PYProgramServiceRevenueAmt
CY Program Service Revenue$5,431,120CYProgramServiceRevenueAmt
PY Investment Income$27,171PYInvestmentIncomeAmt
CY Investment Income$12,980CYInvestmentIncomeAmt
PY Other Revenue$77,697PYOtherRevenueAmt
CY Other Revenue-$22,499CYOtherRevenueAmt
PY Total Revenue$22,967,506PYTotalRevenueAmt
CY Total Revenue$27,950,612CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,957,268PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,937,559CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,056,474CYTotalFundraisingExpenseAmt
PY Other Expenses$8,777,184PYOtherExpensesAmt
CY Other Expenses$6,387,091CYOtherExpensesAmt
PY Total Expenses$25,734,452PYTotalExpensesAmt
CY Total Expenses$23,324,650CYTotalExpensesAmt
PY Revenues Less Expenses-$2,766,946PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,625,962CYRevenuesLessExpensesAmt
Total Assets BOY$8,437,988TotalAssetsBOYAmt
Total Assets EOY$11,003,119TotalAssetsEOYAmt
Total Liabilities BOY$29,525,543TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,981,561TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$21,087,555NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$15,978,442NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE BALTIMORE SYMPHONY ORCHESTRA'S (BSO) MISSION IS TO PROMOTE, ORGANIZE, MANAGE AND MAINTAIN A SYMPHONY ORCHESTRA FOR THE CITY OF BALTIMORE AND THE STATE OF MARYLAND AND TO HOLD, SPONSOR, AND PRESENT MUSICAL CONCERTS BY THE BALTIMORE SYMPHONY ORCHESTRA. BSO IS AN INTERNATIONALLY RECOGNIZED SYMPHONY ORCHESTRA THAT HAS ATTRACTED A DEVOTED NATIONAL AND INTERNATIONAL FOLLOWING WHILE MAINTAINING DEEP BONDS THROUGHOUT MARYLAND WITH INNOVATIVE EDUCATION AND COMMUNITY OUTREACH INITIATIVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$20,099,903ExpenseAmt
Revenue$5,431,120RevenueAmt
DescPROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATION PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING.Desc
Total Program Service Expenses$20,099,903TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document136IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee598EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARAH BECKWITHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107838095PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
MS MARIN ALSOP
MUSIC DIRECTOR35.000.00Yes (X)$283,973$0$35,648
MR PETER KJOME
PRESIDENT AND CEO34.001.00$253,969$0$25,568Yes (X)Yes (X)
MR JONATHAN CARNEY
CONCERT MASTER35.000.00Yes (X)$198,917$0$37,029
MR TODD PRICE
ASSISTANT STAGE MANAGER35.000.00Yes (X)$154,474$0$32,399
MS SARAH BECKWITH
VICE PRESIDENT AND CFO34.001.00$149,612$0$33,938Yes (X)
MS RAQUEL WHITING-GILMER
EXECUTIVE DIRECTOR ORCHKID35.000.00Yes (X)$163,765$0$5,425
MS TONYA ROBLES
VP AND COO35.000.00Yes (X)$154,550$0$2,007
MR BARRY F ROSEN
CHAIR2.001.00$0$0$0Yes (X)Yes (X)
MS BARBARA M BOZZUTO
CHAIR (PART YEAR)2.001.00$0$0$0Yes (X)Yes (X)
HON STEVEN R SCHUH
VICE CHAIR, TREASURER2.001.00$0$0$0Yes (X)Yes (X)
MS LAINY LEBOW-SACHS
VICE CHAIR (PART YEAR)2.000.00$0$0$0Yes (X)Yes (X)
MS KATHLEEN A CHAGNON ESQ
SECRETARY2.000.00$0$0$0Yes (X)Yes (X)
MR RICK BERNSTEIN
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR AGW BIDDLE III
BOARD MEMBER2.000.00$0$0$0Yes (X)
MS KELLY CANTLEY
BOARD MEMBER (PART YEAR)2.000.00$0$0$0Yes (X)
MR AUGUST J CHIASERA
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR HARVEY COHEN
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR ROBERT B COUTTS
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR WALTER DOGGETT III
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR ALAN S EDELMAN
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR MICHAEL ERNST
BOARD MEMBER2.000.00$0$0$0Yes (X)
MS SANDRA LEVI GERSTUNG
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR MICHAEL G HANSEN
BOARD MEMBER (PART YEAR)2.000.00$0$0$0Yes (X)
MR JOSEPH JENNINGS JR
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR CHRISTIAN JOHANSSON
BOARD MEMBER2.000.00$0$0$0Yes (X)
DR SUNIL KUMAR
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR MARC E LACKRITZ
BOARD MEMBER2.000.00$0$0$0Yes (X)
DR MARSHALL A LEVINE
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR HOWARD MAJEV ESQ
BOARD MEMBER2.000.00$0$0$0Yes (X)
MS VALENCIA MCCLURE
BOARD MEMBER (PART YEAR)2.000.00$0$0$0Yes (X)
MR JAY ORLANDI
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR E ALBERT REECE MD
BOARD MEMBER2.000.00$0$0$0Yes (X)
MS TERRY M RUBENSTEIN
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR STEPHEN D SHAWE ESQ
BOARD MEMBER2.000.00$0$0$0Yes (X)
HON JAMES T SMITH JR
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR SOLOMON H SNYDER MD
BOARD MEMBER2.000.00$0$0$0Yes (X)
MS MARGUERITE WALSH
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR BARRY WILLIAMS
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR PETER L WINIK
BOARD MEMBER2.000.00$0$0$0Yes (X)
MR JEFFREY T ZOLLER
BOARD MEMBER2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,359,260TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$172,014TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K16IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MARIN ALSOP CO OPUS 3 ARTISTS LLC
470 PARK AVE SOUTH 9TH FLOORNEW YORKNY10016CONDUCTOR$489,000
CES SECURITY INC
115 MCHENRY AVENUEBALTIMOREMD21208SECURITY$220,972
DISPEKER ARTISTS INTERNATIONAL INC
195 CHRYSTIE STREET SUITE 809JNEW YORKNY10002GUEST ARTISTS$134,077
MOGO MARKETING AND MEDIA INC
21 TAMAL VISTA BOULEVARD SUITE 207CORTE MADERACA94925MARKETING$133,257
JACK EVERLY
10222 EAGLE OAKS LANEZIONSVILLEIN46077CONDUCTOR$123,277
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Fundraising$555,780FundraisingAmt
Related Organizations$3,558,565RelatedOrganizationsAmt
Government Grants$2,936,570GovernmentGrantsAmt
All Other Contributions$15,478,096AllOtherContributionsAmt
Noncash Contributions$1,239,005NoncashContributionsAmt
Total Contributions$22,529,011TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONCERT INCOME711130$5,143,268$5,143,268
BSYO TUITION REVENUE711130$180,132$180,132
OTHER PROGRAM SERVICE REVENUE711130$107,720$107,720
FieldValueIRS element (for citing)
Total Program Service Revenue$5,431,120TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,980TotalRevenueColumnAmt
Exclusion$12,980ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$162,539RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$222,716RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$60,177RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$60,177TotalRevenueColumnAmt
Exclusion-$60,177ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$555,780ContriRptFundraisingEventAmt
Fundraising Direct Expenses$34,754FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$34,754TotalRevenueColumnAmt
Exclusion-$34,754ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$26,955GrossSalesOfInventoryAmt
Cost Of Goods Sold$11,782CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,173TotalRevenueColumnAmt
Exclusion$15,173ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCONCESSIONSDesc
Business722210BusinessCd
Total Revenue Column$57,259TotalRevenueColumnAmt
Exclusion$57,259ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$57,259OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,950,612TotalRevenueColumnAmt
Related Or Exempt Func Income$5,431,120RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$9,519ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$431,362TotalAmt
Program Services$129,409ProgramServicesAmt
Management And General$215,681ManagementAndGeneralAmt
Fundraising$86,272FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,193,506TotalAmt
Program Services$11,273,535ProgramServicesAmt
Management And General$343,931ManagementAndGeneralAmt
Fundraising$576,040FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,196,764TotalAmt
Program Services$1,061,921ProgramServicesAmt
Management And General$134,843ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,187,121TotalAmt
Program Services$1,990,944ProgramServicesAmt
Management And General$123,500ManagementAndGeneralAmt
Fundraising$72,677FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$928,806TotalAmt
Program Services$829,460ProgramServicesAmt
Management And General$52,222ManagementAndGeneralAmt
Fundraising$47,124FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$21,283TotalAmt
Management And General$21,283ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$51,706TotalAmt
Management And General$51,706ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$43,101TotalAmt
Management And General$43,101ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,695TotalAmt
Management And General$15,695ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,365,055TotalAmt
Program Services$1,937,898ProgramServicesAmt
Management And General$358,349ManagementAndGeneralAmt
Fundraising$68,808FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$827,665TotalAmt
Program Services$741,243ProgramServicesAmt
Fundraising$86,422FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$340,542TotalAmt
Program Services$158,611ProgramServicesAmt
Management And General$176,792ManagementAndGeneralAmt
Fundraising$5,139FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$232,091TotalAmt
Management And General$232,091ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,244,764TotalAmt
Program Services$1,244,764ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$167,243TotalAmt
Program Services$163,595ProgramServicesAmt
Management And General$1,739ManagementAndGeneralAmt
Fundraising$1,909FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$119,317TotalAmt
Management And General$119,317ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$106,556TotalAmt
Program Services$106,556ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$210,899TotalAmt
Program Services$13,720ProgramServicesAmt
Management And General$197,179ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CREDIT CARD FEES$161,188$117,059$129$44,000
EQUIPMENT RENTAL$153,760$153,760
EQUIPMENT HAULING$104,569$104,569
OTHER EXPENSES$57,925$18,215$20,179$19,531

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$163,732TotalAmt
Program Services$54,644ProgramServicesAmt
Management And General$60,536ManagementAndGeneralAmt
Fundraising$48,552FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$23,324,650TotalAmt
Program Services$20,099,903ProgramServicesAmt
Management And General$2,168,273ManagementAndGeneralAmt
Fundraising$1,056,474FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,387,324BOYAmt
EOY$6,523,038EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,595,490BOYAmt
EOY$1,726,099EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$355,255BOYAmt
EOY$379,677EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$874,705BOYAmt
EOY$513,948EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,999,399LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,511,094LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$422,486BOYAmt
EOY$488,305EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,802,128BOYAmt
EOY$1,371,452EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,437,988BOYAmt
EOY$11,003,119EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,885,138BOYAmt
EOY$1,378,177EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,616,032BOYAmt
EOY$3,636,172EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,220,000BOYAmt
EOY$1,850,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,181,757EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,804,373BOYAmt
EOY$16,935,455EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,525,543BOYAmt
EOY$26,981,561EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$22,686,956BOYAmt
EOY-$17,898,442EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,599,401BOYAmt
EOY$1,920,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$21,087,555BOYAmt
EOY-$15,978,442EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,437,988BOYAmt
EOY$11,003,119EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,625,962ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$483,151OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,921,566CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,843,986CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,896,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,220,976CurrentTaxYearMinus1YearAmt
Current Tax Year$22,529,011CurrentTaxYearAmt
Total$85,411,611TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,921,566CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,843,986CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,896,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,220,976CurrentTaxYearMinus1YearAmt
Current Tax Year$22,529,011CurrentTaxYearAmt
Total$85,411,611TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$733,906SubstantialContributorsTotAmt
Public Support Total170$84,677,705PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$972,432CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$545,908CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$506,513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$616,050CurrentTaxYearMinus1YearAmt
Current Tax Year$175,519CurrentTaxYearAmt
Total$2,816,422TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$463,213CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$411,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$349,292CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$240,853CurrentTaxYearMinus1YearAmt
Current Tax Year$84,214CurrentTaxYearAmt
Total$1,549,293TotalAmt
FieldValueIRS element (for citing)
Total Support$89,777,326TotalSupportAmt
Gross Receipts Rltd Activities$44,926,823GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94320PublicSupportCY170Pct
Public Support PY1700.93360PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationCONCESSIONS AND OTHER - 2015 AMOUNT: $ 168,996. 2016 AMOUNT: $ 149,527. 2017 AMOUNT: $ 140,224. 2018 AMOUNT: $ 147,360. 2019 AMOUNT: $ 57,259. FUNDRAISING - 2015 AMOUNT: $ 294,217. 2016 AMOUNT: $ 262,194. 2017 AMOUNT: $ 209,068. 2018 AMOUNT: $ 93,493. 2019 AMOUNT: $ 0. BSA GIFT SHOP - 2019 AMOUNT: $ 26,955.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$43,101FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$43,101FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$23,277,625FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$23,320,726FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$20,623CurrentYearMinus3Amt
Current Year Minus2$20,570CurrentYearMinus2Amt
Current Year Minus1$19,782CurrentYearMinus1Amt
Current Year$43,101CurrentYearAmt
Total$104,076TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$20,623CurrentYearMinus3Amt
Current Year Minus2$20,570CurrentYearMinus2Amt
Current Year Minus1$19,782CurrentYearMinus1Amt
Current Year$43,101CurrentYearAmt
Total$104,076TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$68,075,548BeginningYearBalanceAmt
Contributions$3,692,480ContributionsAmt
Investment Earnings Or Losses$8,069,106InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,575,311GrantsOrScholarshipsAmt
Other Expenditures$4,080,641OtherExpendituresAmt
Administrative Expenses$81,089AdministrativeExpensesAmt
End Year Balance$72,100,093EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,402,391BeginningYearBalanceAmt
Contributions$2,499,063ContributionsAmt
Investment Earnings Or Losses$2,979,405InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,572,846GrantsOrScholarshipsAmt
Other Expenditures$3,149,912OtherExpendituresAmt
Administrative Expenses$82,553AdministrativeExpensesAmt
End Year Balance$68,075,548EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,015OtherCostOrOtherBasisAmt
Depreciation$7,699DepreciationAmt
Book Value$316BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,991,384OtherCostOrOtherBasisAmt
Depreciation$2,503,395DepreciationAmt
Book Value$487,989BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$488,305TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM AFFILIATESDesc
Book Value$1,371,452BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,371,452TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED PENSION COSTS$9,344,537
DUE TO AFFILIATES$7,590,918
FieldValueIRS element (for citing)
Total Liability$16,935,455TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT IS HELD BY THE BALTIMORE SYMPHONY ENDOWMENT TRUST, A SUPPORTING ORGANIZATION. THE ENDOWMENT IS USED TO SUPPORT THE CHARITABLE, LITERARY AND EDUCATIONAL PURPOSES ASSOCIATED WITH THE PROMOTION OF AN APPRECIATION OF ORCHESTRAL AND SYMPHONIC MUSIC.
PART X, LINE 2:ASC 740, INCOME TAXES (ASC 740), PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AS WELL AS GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND CONSOLIDATED FINANCIAL STATEMENT REPORTING DISCLOSURES. FOR THESE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE SYMPHONY CONTINUES TO REMAIN SUBJECT TO EXAMINATION BY U.S. FEDERAL AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE SYMPHONY RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURE AS A COMPONENT OF INCOME TAX EXPENSE. THE SYMPHONY DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF AUGUST 31, 2020 AND 2019.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALA - CANCELLEDEvent1Nm
Gross Receipts Event1$555,780GrossReceiptsEvent1Amt
Charitable Contri Event1$555,780CharitableContriEvent1Amt
Rent Facility Costs Event1$446RentFacilityCostsEvent1Amt
Entertainment Event1$577EntertainmentEvent1Amt
Other Direct Expenses Event1$33,731OtherDirectExpensesEvent1Amt
Gross Receipts Total$555,780GrossReceiptsTotalAmt
Charitable Contributions Tot$555,780CharitableContributionsTotAmt
Rent Fclty Costs Total Events$446RentFcltyCostsTotalEventsAmt
Entertainment Total Events$577EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$33,731OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$34,754DirectExpenseSummaryEventsAmt
Net Income Summary-$34,754NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MS MARIN ALSOP
MUSIC DIRECTOR$283,577$0$0$0$396$0$0$0$35,648$0$319,621$0$0$0
MR PETER KJOME
PRESIDENT AND CEO$234,831$0$0$0$19,138$0$6,000$0$19,568$0$279,537$0$0$0
MR JONATHAN CARNEY
CONCERT MASTER$198,719$0$0$0$198$0$3,598$0$33,431$0$235,946$0$0$0
MR TODD PRICE
ASSISTANT STAGE MANAGER$154,414$0$0$0$60$0$15,447$0$16,952$0$186,873$0$0$0
MS SARAH BECKWITH
VICE PRESIDENT AND CFO$149,354$0$0$0$258$0$0$0$33,938$0$183,550$0$0$0
MS RAQUEL WHITING-GILMER
EXECUTIVE DIRECTOR ORCHKID$163,675$0$0$0$90$0$0$0$5,425$0$169,190$0$0$0
MS TONYA ROBLES
VP AND COO$154,460$0$0$0$90$0$0$0$2,007$0$156,557$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4BTHE FOLLOWING PARTICIPATED IN BALTIMORE SYMPHONY ORCHESTRA, INC. 457(F) PLAN: PETER KJOME $6,000
PART II, LINE 4, DISCLOSURE INFORMATIONOPUS 3 ARTISTS, LLC A COMPANY THAT MANAGES DISTINGUISHED PERFORMING ARTISTS, WAS PAID $489,000, AS AN INDEPENDENT CONTRACTOR FOR MARIN ALSOP'S INDEPENDENT SERVICES OUTSIDE OF HER COMPENSATION AGREEMENT WITH THE BSO.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution49ContributionCnt
Noncash Contributions Rpt F990$1,239,005NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3THE ORCHESTRA EXPERIENCED AN IMMEDIATE IMPACT FROM COVID-19 INCLUDING THE OFFICIAL CANCELLATION OF ALL PREVIOUSLY ADVERTISED SUBSCRIPTION CONCERTS AND SPECIAL EVENTS AT THE JOSEPH MEYERHOFF SYMPHONY HALL AND THE MUSIC CENTER AT STRATHMORE BEGINNING IN MARCH 2020 THROUGH JUNE 2021.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, PRIOR TO SUBMISSION. A COPY OF THE FORM 990 WAS ALSO EMAILED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BSO HAS A CONFLICT OF INTEREST POLICY THAT IS AVAILABLE TO ALL EMPLOYEES IN THE STAFF EMPLOYEE HANDBOOK. THE HANDBOOK IS ISSUED TO EVERY NEW EMPLOYEE OF THE BSO AND THE EMPLOYEE MUST SIGN TO SAY THAT THEY HAVE READ AND UNDERSTOOD THE INFORMATION PROVIDED. THE CONFLICT OF INTEREST POLICY IS MONITORED BY MANAGEMENT WITH EMPHASIS ON THOSE AREAS THAT ARE ESPECIALLY SUSCEPTIBLE TO POSSIBLE CONFLICTS. ANY POTENTIAL CONFLICTS WOULD BE DEALT WITH ON AN INDIVIDUAL BASIS BY THE PRESIDENT/CEO AND THE DIRECTOR OF HUMAN RESOURCES AS NECESSARY. THE POLICY AND ITS APPLICATION SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS, OFFICERS, AND STAFF MEMBERS, EACH OF WHOM HAS A CONTINUING RESPONSIBILITY TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS OF INTEREST, AND MAKE SUCH DISCLOSURES AS DESCRIBED IN THIS POLICY. EACH DIRECTOR AND SENIOR STAFF MEMBER WILL BE ASKED TO COMPLETE A CERTIFICATION OF AGREEMENT WITH THE POLICY AND DISCLOSURE OF ANY KNOWN CONFLICTS OF INTEREST UPON HIS OR HER ELECTION OR RE-ELECTION TO THE BOARD OR COMMENCEMENT OF EMPLOYMENT AND ANNUALLY THEREAFTER.
FORM 990, PART VI, SECTION B, LINE 15ABSO FORMED A COMPENSATION COMMITTEE IN THE LATE SUMMER OF 2013 TO SPECIFICALLY DEAL WITH THE CONTRACT OF THE PRESIDENT AND CEO. THE COMMITTEE INITIATED RESEARCH TO DETERMINE REASONABLE COMPENSATION. THAT RESEARCH WAS BASED ON COMPENSATION INFORMATION RECEIVED FROM ORCHESTRAS OF COMPARABLE SIZE IN REVENUE, SEASON LENGTH AND ORCHESTRA SIZE. UPON REVIEW OF THE DATA RECEIVED, THE COMMITTEE REACHED A CONCLUSION AND THE SPECIFIC CONTRACT WAS NEGOTIATED DIRECTLY WITH THE EMPLOYEE. IT IS THE INTENTION OF THE BOARD OF DIRECTORS TO KEEP THE COMPENSATION COMMITTEE ACTIVE AND AVAILABLE TO HANDLE COMPENSATION ISSUES OF THE PRESIDENT AND CEO.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 454,349. MANAGEMENT AND GENERAL EXPENSES 358,349. FUNDRAISING EXPENSES 57,770. TOTAL EXPENSES 870,468. CONDUCTORS & GUEST ARTISTS: PROGRAM SERVICE EXPENSES 1,483,549. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,483,549. PAYMENT PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 11,038. TOTAL EXPENSES 11,038.
FORM 990, PART XI, LINE 9:PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS 483,151.
FORM 990, PAGE 12, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CATHEDRAL PARKING INCBusinessNameLine1Txt

US Address USAddress

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

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BALTIMORE SYMPHONY ENDOWMENT TRUST
C$3,558,565FMV
BALTIMORE SYMPHONY ENDOWMENT TRUST
E$6,219,466FMV
BALTIMORE SYMPHONY ENDOWMENT TRUST
O$338,012FMV
BALTIMORE SYMPHONY ENDOWMENT TRUST
Q$62,264FMV

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