2019-12-12T06:46:36-06:00 2019-06-30 571112308 MCCAY KIDDY LLC 1156 BOWMAN ROAD SUITE 100-A MOUNT PLEASANT SC 29464 990 2018-07-01 576000192 CHARLESTON SYMPHONY ORCHESTRA CHAR 8437237528 2133 N HILLSIDE DRIVE CHARLESTON SC 29407 MICHAEL A SMITH EXECUTIVE DIRECTOR 8437237528 2019-12-04 1 BROOKE SKINNER EA MSA P01225402 8438814477 2019-12-03 54.210.24.230 2019-12-04 16:00:26 ES P FC5B61C0BADB27FD54C951EC27447ACCA302DC68 615DFFB09CE3C08780A95BDCF412CA27D0F0D943 2018 2020-04-17 16:48:07Z MICHAEL A SMITH 2133 N HILLSIDE DRIVE CHARLESTON SC 29407 3571845 0 X HTTPS://CHARLESTONSYMPHONY.ORG/ X 1936 SC OUR VISION IS TO BE A WORLD-CLASS ORCHESTRA FOR A WORLD-CLASS CITY. THE MISSION OF THE CHARLESTON SYMPHONY ORCHESTRA IS TO INSPIRE AND ENGAGE OUR COMMUNITY THROUGH EXCEPTIONAL MUSICAL PERFOMANCES AND EDUCATIONAL PROGRAMS. WE WILL EDUCATE, CHALLENGE, AND INSPIRE STUDENTS THROUGH MUSICAL EXPERIENCES.IN FISCAL YEAR 2019, THE CHARLESTON SYMPHONY CONTINUED TO BUILD ON ITS RECENT SUCCESSES BOTH ON AND OFF THE CONCERT STAGE. IT FULFILLED ITS MISSION BY ENGAGING AUDIENCES WITH THE HIGHEST QUALITY ARTISTIC PROGRAMMING AND PERFORMANCES AS WELL AS OFFERING SUBSTANTIAL EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS THROUGHOUT THE TRI-COUNTY AREA. ALL OF THIS WAS ACHIEVED WITH AN UNDERPINNING OF STRONG FINANCIAL MANAGEMENT HAVING NOW COMPLETED NINE CONSECUTIVE SEASONS WITH OPERATING SURPLUSES. THE CHARLESTON SYMPHONY CONTINUED TO BE A STRONG STEWARD OF INVESTMENT IN THE ORGANIZATION BY ALLOCATING 86% OF OVERALL EXPENDITURES INTO MISSION RELATED ACTIVITIES. 20 20 290 150 0 0 1893025 1956417 1749506 1620536 -8536 -10882 180 5774 3634175 3571845 0 0 0 0 2635980 2547955 0 0 259840 934557 1047291 3570537 3595246 63638 -23401 2452958 2506022 1341665 1366994 1111293 1139028 X OUR MISSION IS TO INSPIRE AND ENGAGE OUR COMMUNITY THROUGH EXCEPTIONAL MUSICAL PERFORMANCES AND EDUCATIONAL PROGRAMS. WE WILL EDUCATE, CHALLENGE, AND INSPIRE STUDENTS THROUGH MUSICAL EXPERIENCES. OUR VISION IS TO BE A WORLD-CLASS ORCHESTRA FOR A WORLD-CLASS CITY.OUR VALUES:EXCELLENCE SETS US APART - WE SET AND MAINTAIN THE HIGHEST STANDARDS FOR OUR PEOPLE, OUR PERFORMANCES AND OUR EDUCATIONAL PROGRAMS. WE ENCOURAGE THE DEVELOPMENT OF OUR PEOPLE. WE CONTINUALLY STRIVE FOR EXCELLENCE IN ALL WE DO.ENGAGEMENT IS OUR NUMBER ONE COMMITMENT - WE WANT OUR MUSIC TO MAKE AN EMOTIONAL CONNECTION WITH OUR AUDIENCES. OUR AIM IS TO EVOKE APOSITIVE RESPONSE AT SOME LEVEL WHENEVER WE PERFORM.TRANSPARENCY DESCRIBES HOW WE COMMUNICATE - WE STRIVE TO HAVE OPEN,TRANSPARENT TWO-WAY COMMUNICATIONS BETWEEN OUR MUSICIANS, STAFF, ANDBOARD OF DIRECTORS AS WELL AS WITH OUR DONORS AND PATRONS. WE STRIVETO LISTEN AND UNDERSTAND EACH OTHER'S PERSPECTIVES AND RESPOND OPENLYON ALL ISSUES. 0 0 2523443 1620536 THE SYMPHONY HAS THREE MAIN SERIES OF PERFORMANCES: MASTERWORKS, POPS, AND CHAMBER MUSIC. THE MASTERWORK SERIES IS DEVOTED TO PERFORMANCES OF THE GREATEST ORCHESTRAL WORKS COMPOSED OVER THE PAST FOUR CENTURIES. POPS FEATURES THE ORCHESTRA IN A LESS FORMAL SETTING AND IS FOCUSED MORE ON LIGHT ENTERTAINMENT AND FAMILY FRIENDLY PROGRAMMING. THE CHAMBER MUSIC SERIES FEATURES CSO CORE MUSICIANS IN MORE INTIMATE SETTINGS PERFORMING THE WORLD'S GREATEST CHAMBER MUSIC REPERTOIRE.BOTH THE MASTERWORKS AND THE POPS SERIES SAW AN OVERALL INCREASE IN ATTENDANCE AS THE SYMPHONY ROLLED OUT A MORE FLEXIBLE "PICK SIX" SUBSCRIPTION PACKAGE WHICH ALLOWED PATRONS TO CURATE THEIR OWN SERIES BASED ON PERSONAL TASTES AND SCHEDULES. MASTERWORKS PROGRAMMING, LED BY MUSIC DIRECTOR KEN LAM, FEATURED AUDIENCE FAVORITES SUCH AS BEETHOVEN'S FIFTH SYMPHONY AND RACHMANINOFF'S SECOND PIANO CONCERTO AS WELL AS MORE EXPLORATORY WORKS THAT INCLUDED A WORLD PREMIERE OF YIORGOS VASSILANDONAKIS'S OBOE CONCERTO AND MICHAEL DAUGHERTY'S EXOTIC TIMPANI CONCERTO, RAISE THE ROOF. BOTH CONCERTI WERE PERFORMED BY CHARLESTON SYMPHONY PRINCIPAL MUSICIANS WHICH SHOWCASED THE IMMENSE TALENT THAT THE CHARLESTON SYMPHONY HAS AMONGST ITS TWENTY-FOUR CORE MUSICIANS. UNDER THE LEADERSHIP OF YUIRY BEKKER, THE POPS SERIES CONTINUED TO ENTERTAIN AUDIENCES AND ENGAGE THE CHARLESTON COMMUNITY. WITH GENRE BENDING PERFORMANCE SUCH AS A TRIBUTE TO LOUIS AND ELLA AND AROUND THE WORLD IN 80 MINUTES, BEKKER WORKED TO TIE IN COMMUNITY PARTNERSHIPS TO MAKE THE POPS SERIES ACCESSIBLE TO THE BROADEST POSSIBLE AUDIENCE AND SERVE IN MANY CASES AS AN INTRODUCTION TO THE CHARLESTON SYMPHONY. THIS PAST SEASON, BEKKER INVITED CHARLESTON RESIDENT AND LATIN PERCUSSIONIST, GINO CASTILLO, CHARLESTON TAIKO DRUMMERS, AND MANY OTHERS TO SHARE THE STAGE WITH THE SYMPHONY. 542869 63597 THE SYMPHONY OFFERS FOUR CORE EDUCATIONAL PROGRAMS FOCUSED ON INSPIRING, CHALLENGING AND EDUCATING STUDENTS THROUGH MUSICAL EXPERIENCES; CHARLESTON SYMPHONY YOUTH ORCHESTRA (CSYO), YOUNG PEOPLES CONCERT (YPC), MUSIC IN SCHOOL PERFORMANCES, AND OUR RESIDENCY PROGRAM AT THE ALLEGRO CHARTER SCHOOL OF MUSIC. OVER 70 YOUNG MUSICIANS RANGING FROM IN AGES 13-18 FROM 24 SCHOOLS THROUGHOUT THE LOWCOUNTRY RECIEVED HIGH-QUALITY MUSICAL INSTRUCTION AND OPPORTUNITIES FOR MENTORSHIP WITH THE MUSICIANS OF THE SYMPHONY THROUGH THE CSYO PROGRAM. IN ADDITION, 2,200 STUDENTS FROM 23 SCHOOLS ATTENDED OUR YOUNG PEOPLES CONCERT IN PARTNERSHIP WITH CARNEGIE HALL'S LINK UP PROGRAM. THE CSO MUSICIANS GAVE 112 PERFORMANCES AT 73 SCHOOLS THROUGHOUT THE TRI-COUNTY AREA REACHING OVER 15,000 STUDENTS, OF WHICH 45% OF SCHOOLS WERE TITLE I. CSO MUSICIANS VISITED THE ALLEGRO CHARTER SCHOOL OF MUSIC REGULARLY TO WORK ON INSTRUMENTAL TECHNIQUE AND ENSEMBLE PLAYING WITH A GROUP OF 40 PERCUSSION STUDENTS. THE SYMPHONY ALSO HELD A 5-DAY INTENSIVE CONDUCTING WORKSHOP FOR YOUNG CONDUCTORS FROM ACROSS THE WORLD TO WORK WITH CSO AND LEARN FROM RENOWN FACULTY AND CSO MUSIC DIRECTOR, KEN LAM. WHEN THE SYMPHONY MUSICIANS ARE NOT ON THE STAGE, THEY ARE PERFORMING THROUGHOUT THE COMMUNITY, INCLUDING STORYTIME CONCERTS AT THE PUBLIC LIBRARY, SALTWATER SOUNDS AT THE SC AQUARIUM, AND MORE. THE SYMPHONY ALSO LAUNCHED A "COMMUNITY MESSIAH" IN PARTNERSHIP WITH MT. ZION AME CHURCH IN WHICH THE MUSICIANS OF THE CHARLESTON SYMPHONY, LED BY KEN LAM, PERFORMED SELECTIONS FROM HANDEL'S FAMOUS ORATORIO WITH MEMBERS OF THE CHOIR AND SOLOISTS FROM THE MT. ZION AME COMMUNITY. THE PERFORMANCE CONCLUDED WITH THE CHOIR AND ORCHESTRA PERFORMING INSPIRING GOSPEL MUSIC AND A STANDING OVATION. THE CSO HAS ESTABLISHED AND IS PROUD TO NURTURE A COLLABORATIVE WORKING ENVIRONMENT AMONGST THE BOARD, STAFF, MUSICIANS, AFFILIATE ORGANIZATIONS, AND THE CHARLESTON COMMUNITY. 3066312 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 290 1 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 SC X X MICHAEL SMITH 8437237528 2133 N HILLSIDE DRIVE CHARLESTON SC 29407 ROBERT SIEDELL PRESIDENT 2.00 X X 0 0 0 LENNA MACDONALD TREASURER 2.00 X X 0 0 0 EDWARD HART VICE PRESIDENT 1.00 X X 0 0 0 LEE HIGDON VICE PRESIDENT 1.00 X X 0 0 0 CAROL H FISHMAN VICE PRESIDENT 1.00 X X 0 0 0 PAUL HILSTAD DIRECTOR 1.00 X 0 0 0 KATHLEEN REID DIRECTOR 1.00 X 0 0 0 JODI RUSH DIRECTOR 1.00 X 0 0 0 JUDY E CHITWOOD DIRECTOR 1.00 X 0 0 0 JERRY HUDSON EVANS DIRECTOR 1.00 X 0 0 0 ANN HURD FRALIX DIRECTOR 1.00 X 0 0 0 NATALIE HAM DIRECTOR 1.00 X 0 0 0 EDDIE IRIONS MD DIRECTOR 1.00 X 0 0 0 CYNTHIA MABRY DIRECTOR 1.00 X 0 0 0 JON W OLSON DIRECTOR 1.00 X 0 0 0 ROY OWEN DIRECTOR 1.00 X 0 0 0 DAVID SAVARD DIRECTOR 1.00 X 0 0 0 BYRON STAHL DIRECTOR 1.00 X 0 0 0 ELIZABETH LEWINE DIRECTOR 1.00 X 0 0 0 BOB HILL DIRECTOR 1.00 X 0 0 0 MICHAEL A SMITH EXECUTIVE DIRECTOR 60.00 X 100784 0 3600 100784 0 3600 2 0 0 0 0 181734 1774683 8677 1956417 CONCERT REVENUE 711130 1620536 1620536 1620536 -10882 -10882 OTHER INCOME 900099 5774 5774 5774 3571845 1615428 0 0 225930 152861 41754 31315 2322025 2088059 71777 162189 102023 102023 181736 181736 103441 85753 8844 8844 29053 29053 14533 14533 CONCERT HALL RENTAL 159622 159622 INDIRECT PRODUCTION 133120 133120 MISC. DEPARTMENT EXPENS 109274 6141 103133 STAGE CREWS 65517 65517 148972 91480 57492 3595246 3066312 269094 259840 1142800 1274548 533048 607086 269062 147204 86563 70152 549106 142074 421485 407032 2452958 2506022 67359 82401 867274 904791 83078 67692 323954 312110 1341665 1366994 X 606856 750670 504437 388358 1111293 1139028 2452958 2506022 -23401 51136 0 X X 0 1 X 1 0 X 1993041 1658944 1921897 1893025 1956417 9423324 970544 1695894 1507827 1749506 1620536 7544307 2963585 3354838 3429724 3642531 3576953 16967631 124810 162202 183181 646828 175847 1292868 0 124810 162202 183181 646828 175847 1292868 15674763 60830 17900 19408 -8536 -10882 78720 60830 17900 19408 -8536 -10882 78720 46905 98228 54793 180 5774 205880 3071320 3470966 3503925 3634175 3571845 17252231 0.90860 0.90370 0.00460 0.00880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 558048 25000 44496 16216 4242 607086 464945 95068 17682 41508 3139 533048 400992 25000 57265 13924 4388 464945 411336 25000 -16006 14789 4549 400992 377682 25200 11475 3021 411336 1 0 549106 142074 407032 407032 X 3622981 51136 51136 3571845 0 3571845 3595246 0 3595246 0 3595246 PART X, LINE 2: THE FASB PROVIDES GUIDANCE ON THE SYMPHONY'S EVALUATION OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE SYMPHONY'S TAX POSITION AND CONCLUDED THAT THE SYMPHONY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. FORM 990, PART VI, SECTION A, LINE 2 PAUL HILSTAD AND BECKY HILSTAD ARE MARRIED AND ARE BOTH ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD OF DIRECTORS, EXECUTIVE DIRECTOR AND SEPARATELY THE AUDIT AND FINANCE COMMITTEE OF THE CHARLESTON SYMPHONY ORCHESTRA ARE GIVEN AN ALLOTED TIME TO REVIEW THE FORM 990 BEFORE IT IS FILED. ANY CHANGES NOTED DURING THE REVIEW PERIOD ARE MADE TO PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR OFFICERS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN AN ASSURANCE TO THAT EFFECT. ANY CONFLICTS SO DISCLOSED ARE INVESTIGATED AND RESOLVED. DURING THE YEAR, IF ANY OTHER CONFLICTS ARE MADE AWARE TO THE BOARD AND MANAGEMENT, THEY WOULD PURSUE AND RESOLVE THOSE ISSUES WITH THE OFFICER OR BOARD MEMBER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 THE CHARLESTON SYMPHONY ORCHESTRA DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS, EXCEPT FOR THE EXECUTIVE DIRECTOR. EMPLOYEE COMPENSATION IS REVIEWED ANNUALLY IN CONJUNCTION WITH THE OPERATING BUDGET PROCESS, WHICH IS APPORVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE CHARLESTON SYMPHONY ORCHESTRA PROVIDES ACCESS TO ITS FORM 1023 UPON REQUEST AND FORM 990 IS POSTED ON ITS WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE CHARLESTON SYMPHONY ORCHESTRA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILIABE TO THE PUBLIC EITHER ON OUR ITS WEBSITE OR UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FOR THE PRIOR YEAR. CHARLESTON SYMPHONY ORCHESTRA LEAGUE INC PO BOX 22613 CHARLESTON SC 29413 542133879 FUNDRAISING FOR CSO SC 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLESTON SYMPHONY ORCHESTRA LEAGUE INC C 175847 FAIR VALUE