2021-04-27T08:54:48-05:00 2020-07-31 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DR SOUTH PORTLAND ME 04106 990 2019-08-01 016006058 PORTLAND MAINE SYMPHONY ORCHESTRA PORT 2077736128 50 MONUMENT SQUARE 2ND FLOOR PORTLAND ME 04101 CAROLYN NISHON EXECUTIVE DIRECTOR 2077736128 2021-04-27 true RORY O'BRION P01874526 2077732986 2021-04-27 2019 2022-09-23 18:48:47Z CAROLYN NISHON 50 MONUMENT SQUARE SECOND FLOOR PORTLAND ME 04101 5016026 false X WWW.PORTLANDSYMPHONY.ORG X 1932 ME THE PORTLAND SYMPHONY ORCHESTRA (PSO) SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. THE PSO STRIVES FOR THE HIGHEST POSSIBLE LEVEL OF ARTISTIC QUALITY; INSPIRES CHILDREN AND ADULTS THROUGH MUSIC EDUCATION AND ENCOURAGES LIFELONG MUSICAL LEARNING; DEVELOPS AND NURTURES COMMUNITY RELATIONSHIPS THAT ARE MUTUALLY BENEFICIAL; AND PROMOTES A CULTURE OF MUTUAL RESPECT THAT BUILDS SHARED COMMITMENT AND COLLABORATION. 27 27 299 250 86375 2571883 2705929 1901188 1504149 649849 329055 25772 10778 5148692 4549911 0 0 1869556 2125119 0 344940 1739545 1291814 3609101 3416933 1539591 1132978 12964660 13519236 910161 81663 12054499 13437573 X THE PORTLAND SYMPHONY ORCHESTRA (PSO) SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. THE PSO STRIVES FOR THE HIGHEST POSSIBLE LEVEL OF ARTISTIC QUALITY; INSPIRES CHILDREN AND ADULTS THROUGH MUSIC EDUCATION AND ENCOURAGES LIFELONG MUSICAL LEARNING; DEVELOPS AND NURTURES COMMUNITY RELATIONSHIPS THAT ARE MUTUALLY BENEFICIAL; AND PROMOTES A CULTURE OF MUTUAL RESPECT THAT BUILDS SHARED COMMITMENT AND COLLABORATION. false false 2082184 1422622 THE PORTLAND SYMPHONY ORCHESTRA, CHARTERED IN 1932, IS MAINE'S LARGEST PROFESSIONAL ORCHESTRA WITH AN ANNUAL BUDGET OF 3.9 MILLION. DURING THE 2019-2020 SEASON, THE SYMPHONY PERFORMED MANY CONCERTS AT MERRILL AUDITORIUM, INCLUDING 14 PERFORMANCES OF THE MAGIC OF CHRISTMAS, 3 TUESDAY CLASSICALS, 4 POPS, 3 SUNDAY CLASSICALS, 1 FAMILY DISCOVERY CONCERT, MULTIPLE IN-SCHOOL LESSONS, AND KINDERKONZERTS AROUND THE STATE, REACHING THOUSANDS OF PEOPLE. A NUMBER OF PERFORMANCES WERE CANCELLED DUE TO COVID- 19. 2082184 true true false false false false false false false true true false false false false true true false false false false false false false true false false false false false false false false false false false false false true false false false false true false false false true 54 0 true 299 true true true false false false false true true false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true true false X CAROLYN NISHON 2077736128 50 MONUMENT SQUARE SECOND FLOOR PORTLAND ME 04101 JANICE P GERRY PRESIDENT 2.50 X X 0 0 0 RICK ABBONDANZA VICE PRESIDE 2.50 X X 0 0 0 SALLY BANCROFT VICE PRESIDE 2.50 X X 0 0 0 KEN BLASCHKE VP & TREASUR 2.50 X X 0 0 0 JAMES D KONKEL VICE PRESIDE 2.50 X X 0 0 0 MARY B NEAL VICE PRESIDE 2.50 X X 0 0 0 WENDY SUEHRSTEDT VICE PRESIDE 2.50 X X 0 0 0 KATHRYN P WHITMORE VICE PRESIDE 2.50 X X 0 0 0 STEPHANIE BOWE TRUSTEE 2.50 X 0 0 0 CAROLE CASE TRUSTEE 2.50 X 0 0 0 DAN CREWE TRUSTEE 2.50 X 0 0 0 LUCAS DESMOND TRUSTEE 2.50 X 0 0 0 VICKI J GORDAN TRUSTEE 2.50 X 0 0 0 ELIZABETH MITCHELL HUNT TRUSTEE 2.50 X 0 0 0 GRETCHEN JOHNSON TRUSTEE 2.50 X 0 0 0 JAMES P KAREN TRUSTEE 2.50 X 0 0 0 JUDITH LEE TRUSTEE 2.50 X 0 0 0 KIMBERLY LEHMANN TRUSTEE 2.50 X 0 0 0 DAVID LEOPOLD TRUSTEE 2.50 X 0 0 0 GREGORY LINK TRUSTEE 2.50 X 0 0 0 NICOLA MORRIS TRUSTEE 2.50 X 0 0 0 KENNY NELSON TRUSTEE 2.50 X 0 0 0 MATTHEW CHARLES O'REILLY TRUSTEE 2.50 X 0 0 0 ELIZABETH OSBORN TRUSTEE 2.50 X 0 0 0 JEN SEGAL TRUSTEE 2.50 X 0 0 0 MARCIA SHARP TRUSTEE 2.50 X 0 0 0 LENDALL SMITH TRUSTEE 2.50 X 0 0 0 CAROLYN NISHON EXECUTIVE DI 40.00 X 107326 0 8382 107326 8382 1 false false false 33740 382084 2290105 110847 2705929 CONCERTS 711130 1419983 1419983 PROGRAM ADVERTISING UBI 541800 83008 83008 MISCELLANEOUS RECEIPTS 900099 1158 1158 1504149 275450 275450 495740 442135 53605 53605 53605 29800 33740 23980 5820 5820 MANAGEMENT FEE 541610 13892 13892 MANAGEMENT FEE 541610 6108 6108 PORTTIX, LLC 711300 110 110 -15152 -4627 -10525 4958 4549911 1422622 86375 334985 119960 84751 20336 14873 1783182 1289925 291948 201309 4439 2211 1071 1157 79344 39527 19124 20693 138194 104214 18207 15773 12991 12991 19500 19500 23894 23894 25431 5965 14927 4539 354132 354132 98150 4783 87975 5392 160427 160427 21230 21230 27146 10978 16168 RENTALS 115854 60916 54938 STAGING & PRODUCTION COST 105989 105989 GUEST ARTISTS 105194 105194 MISCELLANEOUS 67210 4415 62795 154666 107304 28953 18409 3416933 2082184 989809 344940 217298 215389 1326925 1254360 1114205 671440 3325 69873 112914 80349 418020 361816 41837 56204 10098808 11151920 34003 5003 15345 14698 12964660 13519236 85286 81663 801000 23875 910161 81663 X 3653407 4475986 8401092 8961587 12054499 13437573 12964660 13519236 X 1132978 235054 15042 X false true X true false X 1970995 3497138 2295947 2571883 2705929 13041892 1970995 3497138 2295947 2571883 2705929 13041892 1549015 11492877 137614 157948 205762 256459 110 757893 63349 24193 7936 264720 360198 14159983 1422622 0.81160 0.76990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10162518 1000906 529414 224015 11468823 9028422 896814 448280 210998 10162518 7185236 1607378 466801 230993 9028422 5715486 1119887 582010 232147 7185236 5527362 201080 192119 205075 5715486 0.32460 0.32500 0.35040 false false 12538 12538 141574 127640 13934 263908 221638 42270 56204 X 4776113 235054 235054 4541059 23894 -15042 8852 4549911 3393039 3393039 23894 23894 3416933 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SYMPHONY AND RECOGNIZE A TAX LIABILITY IF THE SYMPHONY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. THE SYMPHONY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. SCHEDULE D, PAGE 4, PART XI, LINE 4B PORTTIX LOSS -15,042 SOLO TOGETHER 45275 33740 11535 200 16074 MUSIC LOVERS LU 6215 6215 5080 151 1 5100 5100 10 56590 33740 22850 200 5080 10 16225 21515 1335 X 100 99312 FAIR MARKET VALUE X AUCTION ITEMS 100 11535 false true false FORM 990 - ORGANIZATION'S MISSION THE PORTLAND SYMPHONY ORCHESTRA (PSO) SERVES OUR COMMUNITY BY ENRICHING LIVES THROUGH MUSIC. THE PSO STRIVES FOR THE HIGHEST POSSIBLE LEVEL OF ARTISTIC QUALITY; INSPIRES CHILDREN AND ADULTS THROUGH MUSIC EDUCATION AND ENCOURAGES LIFELONG MUSICAL LEARNING; DEVELOPS AND NURTURES COMMUNITY RELATIONSHIPS THAT ARE MUTUALLY BENEFICIAL; AND PROMOTES A CULTURE OF MUTUAL RESPECT THAT BUILDS SHARED COMMITMENT AND COLLABORATION. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD IS INVITED TO VIEW THE 990 WHEN IT IS COMPLETED. THE REQUIRED RETURNS ARE REVIEWED BY THE BOARD CHAIR AND THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C AT SUCH TIME AS ANY MATTER COMES BEFORE THE BOARD OF TRUSTEES WHICH INVOLVES OR MAY INVOLVE A CONFLICT OF INTEREST, THE AFFECTED TRUSTEE SHALL MAKE KNOWN THE POTENTIAL CONFLICT. SUCH TRUSTEE SHALL ANSWER ANY QUESTIONS THAT MIGHT BE ASKED OF HIM OR HER AND SHALL DISCLOSE ALL MATERIAL FACTS. AT THE REQUEST OF THE PRESIDENT, SUCH TRUSTEE SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION, SHALL ABSTAIN FROM ANY VOTE, AND SHALL NOT ATTEMPT TO INFLUENCE ANY VOTE THEREON. A CONFLICT OF INTEREST POLICY HAS BEEN ADOPTED AND EACH BOARD MEMBER AND OFFICER WILL SIGN A FORM EACH YEAR. FORM 990, PAGE 6, PART VI, LINE 15A AN ANNUAL REVIEW OF PERFORMANCE IS CONDUCTED AND COMPENSATION IS COMPARED TO PUBLISHED SALARY SURVEY OF THE LEAGUE OF AMERICAN ORCHESTRAS. THE EXECUTIVE DIRECTOR'S PAY IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B AN ANNUAL REVIEW OF PERFORMANCE IS CONDUCTED AND COMPENSATION IS COMPARED TO PUBLISHED SALARY SURVEY OF THE LEAGUE OF AMERICAN ORCHESTRAS. THE EXECUTIVE DIRECTOR'S PAY IS REVIEWED AND APPROVED BY THE INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 PORTTIX LOSS 15,042 PORTTIX LLC 20 MYRTLE STREET PORTLAND ME 04101 043353155 BOX OFFICE ME N/A UNRELATED -15042 599209 false false 0.50000 false false false false false false false false false false false true false false false false false false false SCHEDULE R PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS PARTNERSHIP; PORTTIX, LLC: PRIMARY ACTIVITY - BOX OFFICE FOR EVENTS, TIMES, TICKETS, AND ONLINE RESERVATIONS.