2020-07-09T14:19:01-05:00 2019-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-07-01 042678312 BOSTON PHILHARMONIC ORCHESTRA CORPORATION BOST 6172360999 236 HUNTINGTON AVE NO 209 BOSTON MA 02115 THOMAS J RAFFA TREASURER 6172360999 2020-07-08 1 CARLA M MCCALL CPA P00535908 5083669100 2020-07-08 40.70.31.102 2020-07-08 13:34:41 ED P 221B671FE44F99E3C2A4B855E869F87DDB42EDB8 247284B58625830FD7AA80C2F29CE40271A21289 2018 2020-09-23 17:36:50Z THOMAS J RAFFA 236 HUNTINGTON AVENUE BOSTON MA 02115 3230392 0 X WWW.BOSTONPHIL.ORG X 1978 MA THE MISSION OF THE BOSTON PHILHARMONIC ORCHESTRA (BPO) IS TO BRING THE VIBRANT JOY OF GREAT MUSIC TO NEW AND EXISTING AUDIENCES THROUGH ENGAGEMENT AND CONNECTION WITH THE MUSIC, THE PLAYERS AND THE CONDUCTOR. THROUGH OUR MUSIC, THE BPO ASPIRES TO EXPAND THE HUMAN 'POSSIBILITY AND REDEFINE AND REINVIGORATE THE CLASSICAL MUSIC EXPERIENCE FOR AUDIENCES AND PLAYERS ALIKE. THROUGH THE BOSTON PHILHARMONIC YOUTH ORCHESTRA AND CRESCENDO! COMMUNITY ENGAGEMENT PROGRAMS, WE WORK TO SHAPE FUTURE LEADERS THROUGH MUSIC AND TO FULFILL OUR VISION OF PASSIONATE MUSIC-MAKING WITHOUT BOUNDARIES. 17 15 270 40 0 0 2863324 2757106 373038 398306 6207 5288 -118036 -126024 3124533 3034676 0 0 0 0 713158 1172231 0 0 405641 2605413 1657265 3318571 2829496 -194038 205180 564515 813766 139986 169655 424529 644111 X THE BOSTON PHILHARMONIC ORCHESTRA (BPO) IS COMMITTED TO BRINGING PASSIONATE MUSIC-MAKING TO THE WORLD. THROUGH OUR PROBING, INNOVATIVE PERFORMANCES OF THE HIGHEST QUALITY, CAREFULLY DESIGNED PROGRAMS, INFORMATIVE AND INTELLIGENT PROGRAM NOTES, AND PRE-CONCERT LECTURES THAT HEIGHTEN AUDIENCE PARTICIPATION, THE BPO REACHES TO THE HEART OF GREAT MUSIC TO OFFER AN EXPANSIVE, ENRICHING EXPERIENCE FOR PLAYERS AND AUDIENCES ALIKE. THE BOSTON PHILHARMONIC YOUTH ORCHESTRA EXPANDS THE IMPACT OF THE BPO, WITH A MISSION OF "SHAPING FUTURE LEADERS THROUGH MUSIC." BPYO OFFERS A UNIQUE OPPORTUNITY FOR YOUNG INSTRUMENTALISTS WHO WANT TO STUDY GREAT ORCHESTRAL REPERTOIRE IN A MUSICALLY DYNAMIC AND INTELLECTUALLY CHALLENGING COMMUNITY. IN LIGHT OF OUR BELIEF THAT MUSIC IS FOR EVERYONE, EDUCATION AND OUTREACH ARE AT THE CORE OF BOSTON PHILHARMONIC'S ACTIVITIES. IT IS OUR DRIVING PHILOSOPHY THAT EVERYONE WILL GROW TO LOVE MUSIC WHEN GIVEN THE TOOLS TO DISCOVER AND UNDERSTAND IT. 0 0 992695 95809 BOSTON PHILHARMONIC YOUTH ORCHESTRA (BPYO): WITH A MISSION OF SHAPING FUTURE LEADERS THROUGH MUSIC, THE TUITION-FREE BPYO PROVIDES A UNIQUE OPPORTUNITY FOR ACCOMPLISHED YOUNG MUSICIANS (AGES 12-21) TO STUDY GREAT ORCHESTRAL REPERTOIRE IN A MUSICALLY DYNAMIC AND INTELLECTUALLY CHALLENGING COMMUNITY. IN ADDITION TO FREQUENT PERFORMANCES IN BOSTON'S SYMPHONY HALL AND SANDERS THEATRE, THE BPYO TOURS ANNUALLY AND HAS PERFORMED IN CARNEGIE HALL AND THROUGHOUT EUROPE AND SOUTH AMERICA. 875631 306752 BOSTON PHILHARMONIC ORCHESTRA (BPO): ONE OF BOSTON'S PREMIER ORCHESTRAS, THE BPO IS COMMITTED TO BRINGING PASSIONATE MUSIC-MAKING TO THE WORLD. THE MEMBERS OF THE BPO ARE A UNIQUE BLEND OF PROFESSIONAL, STUDENT, AND AMATEUR MUSICIANS. THROUGH PROBING, INNOVATIVE PERFORMANCES OF THE HIGHEST QUALITY, CAREFULLY DESIGNED PROGRAMS, INFORMATIVE AND INTELLIGENT PROGRAM NOTES, AND PRE-CONCERT LECTURES THAT HEIGHTEN PARTICIPATION, THE BPO REACHES TO THE HEART OF GREAT MUSIC TO OFFER AN EXPANSIVE, ENRICHING EXPERIENCE FOR PLAYERS AND AUDIENCES ALIKE. 147278 CRESCENDO EDUCATION AND COMMUNITY ENGAGEMENT PROGRAM: THE BOSTON PHILHARMONIC ORCHESTRA (BPO) IS COMMITTED TO PROVIDING OPPORTUNITIES AND TOOLS FOR THE LOCAL COMMUNITY TO LEARN ABOUT AND HELP CREATE A PERSONAL CONNECTION TO CLASSICAL MUSIC. WITH A VISION OF PROVIDING A COMPREHENSIVE EDUCATIONAL EXPERIENCE THAT STUDENTS CAN TAKE FROM THE CLASSROOM TO THE PERFORMANCE HALL TO THEIR HOMES, THE EDUCATION AND COMMUNITY ENGAGEMENT PROGRAM INCLUDES SCHOOL VISITS BY BPO MUSICIANS, FREE TICKETS FOR SCHOOL GROUPS, AND PROGRAM BOOKS, ONLINE STUDY GUIDES AND ACTIVITIES DESIGNED FOR YOUNG PEOPLE TO WORK ON WITH THEIR TEACHERS OR FAMILIES. 108703 THE ZANDER MEDIA CENTER IS AN INITIATIVE DEDICATED TO CAPTURING THE IMPACTFUL LEGACY OF BENJAMIN ZANDER, THE ORCHESTRA'S FOUNDER. THROUGH AN INNOVATIVE WEB PORTAL (THE BENJAMIN ZANDER CENTER), A RECORD LABEL (BRATTLE MEDIA), AND OTHER SPECIAL PROJECTS, THE MEDIA CENTER'S MISSION IS TO BRING THE TRANSFORMATIVE POWER OF ZANDER'S TEACHINGS TO A GLOBAL AUDIENCE. 108703 2124307 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 270 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ELISABETH CHRISTENSEN 6172360999 236 HUNTINGTON AVENUE STE 209 BOSTON MA 02115 CHARLES DORNBUSH CHAIR 15.00 X X 0 0 0 PETER LANDO SECRETARY 2.00 X X 0 0 0 THOMAS J RAFFA TREASURER 4.00 X X 0 0 0 BRUCE COPPOCK DIRECTOR 1.00 X 0 0 0 ANDREW GOODEARL DIRECTOR 1.00 X 0 0 0 DANIEL S WEIL DIRECTOR 1.00 X 0 0 0 STEPHEN HERBERT DIRECTOR 1.00 X 0 0 0 KANNAN RAMASAMY DIRECTOR 1.00 X 0 0 0 LONSDALE KOESTER DIRECTOR 1.00 X 0 0 0 MARA CALAME DIRECTOR 1.00 X 0 0 0 PETER BOBERG DIRECTOR 1.00 X 0 0 0 ARMENNE DERDERIAN DIRECTOR, BPO ASST LIBRARIAN 1.00 X 2000 0 0 PETER SHECKMAN DIRECTOR 1.00 X 0 0 0 BENJAMIN ZANDER DIRECTOR, MUSIC DIRECTOR 40.00 X 0 0 2083 RICHARD J TRANT DIRECTOR 1.00 X 0 0 0 STEPHANIE OESTREICH DIRECTOR 1.00 X 0 0 0 THOMAS GALLITANO DIRECTOR 1.00 X 0 0 0 ELISABETH CHRISTENSEN MANAGING DIRECTOR 40.00 X 95000 0 13221 97000 0 15304 1 0 0 0 0 280977 2476129 30157 2757106 CONCERT TICKET INCOME 711130 398306 398306 398306 5424 5424 30021 30157 -136 -136 -136 35280 280977 165559 -130279 -130279 OTHER REVENUE 900099 4255 4255 4255 3034676 402561 0 -124991 113326 56663 32865 23798 860646 630756 135744 94146 44537 42023 114 2400 79683 43376 20817 15490 74039 49118 13631 11290 84243 42122 24431 17690 52907 26454 15343 11110 16350 8174 4741 3435 432043 271199 160844 65730 32865 19062 13803 23995 18131 3401 2463 252340 228200 14001 10139 19413 13246 3577 2590 1363 682 395 286 20733 10366 6013 4354 10907 5453 3163 2291 TOUR PRODUCTION 493721 493721 SOLOIST/CHORUS FEES 44650 44650 TICKET/BOX OFFICE FEES 41523 41523 INSTRUMENT RENTAL 39356 39356 57991 26229 2250 29512 2829496 2124307 299548 405641 19 600 162398 450539 64018 20714 27462 17268 9692 4194 152327 106729 63575 45598 225009 239411 12342 35442 564515 813766 83779 87322 33346 68038 22861 14295 139986 169655 X 253400 465894 116129 123217 55000 55000 424529 644111 564515 813766 205180 14402 0 X X 0 1 X 1 0 X 2953799 2341051 2374436 2863324 2757106 13289716 2953799 2341051 2374436 2863324 2757106 13289716 1164296 12125420 3887 5258 5203 4759 5424 24531 10039 3585 5288 3490 4255 26657 13340904 2034863 0.90890 0.91950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65876 5588 71464 20467 40000 5409 65876 18515 1952 20467 17821 694 18515 17155 666 17821 0.77000 0.23000 0 0 38930 35459 3471 93192 55305 37887 20205 15965 4240 45598 CAPITAL LEASE OBLIGATION 12419 DEFERRED RENT 1876 14295 X 3385077 14402 170440 165559 350401 3034676 0 3034676 3165495 170440 165559 335999 2829496 0 2829496 PART V, LINE 4: EARNINGS ON THE ORCHESTRA'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE ONGOING SUPPORT OF THE ORCHESTRA. PART X, LINE 2: THE ORCHESTRA REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAINTY IN INCOME TAX. FOR THE YEAR ENDED JUNE 30, 2019, NO PROVISION FOR INCOME TAXES WAS MADE AS THE ORCHESTRA HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME AND DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORCHESTRA'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL TAX PURPOSES, THE TAX RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE FOR FORM 990 PURPOSES. 165,559. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE FOR FORM 990 PURPOSES. 165,559. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING AND PROGRAM SERVICES 1 CONCERT IN EUROPE 363002 0 0 0 0 0 0 363002 0 363002 0 0 0 0 0 0 GALA 316257 280977 35280 31179 61037 36993 36350 316257 280977 35280 31179 61037 36993 36350 165559 -130279 X 6 30157 FMV 0 0 0 FORM 990, PART III, LINE 1 CONTINUATION FROM ABOVE: WE SEEK TO PROVIDE THESE TOOLS, AND IN DOING SO, OPEN UP THE ART FORM TO ALL THOSE WHO MAY OTHERWISE NEVER HAVE THE OPPORTUNITY TO EXPLORE AND EXPERIENCE ITS TRANSFORMATIVE POWER. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED AND VOTED UPON BY THE BOARD OF DIRECTORS PRIOR TO SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C BOSTON PHILHARMONIC ORCHESTRA CORPORATION HAS A POLICY OF NOT ENGAGING IN ANY BUSINESS TRANSACTION OF ANY TYPE THAT MAY DIRECTLY OR INDIRECTLY BENEFIT THE BOARD. POTENTIAL CONFLICTS ARE MONITORED BASED UPON REVIEW WITH THE BOARD AND EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE ORCHESTRA'S EXECUTIVE DIRECTOR AND KEY EMPLOYEE (IF ANY) SALARIES ARE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND SO NOTED IN THE MINUTES. THE FINANCE COMMITTEE UTILIZES SALARY SURVEYS, COMPARABLE DATA FROM SIMILAR SIZED NOT FOR PROFIT ORGANIZATIONS AND THE SPECIFIC REQUIREMENTS OF THE ORCHESTRA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTS AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED IN FISCAL YEAR 2019.