AMERICAN SYMPHONY ORCHESTRA INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SYMPHONY ORCHESTRA INC (EIN 13-1969375)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-02
IRS object ID
201901229349300220
Schema version
2017v2.3
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)
Return2019-05-02T09:06:53-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141442607PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BST & CO CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line126 COMPUTER DRIVE WESTAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131969375EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SYMPHONY ORCHESTRABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone6462375031PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1263 WEST 38TH STREET 10TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOLIVER INTEEWORNPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6462375031PhoneNum
Signature2019-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDY A CAHEEPreparerPersonNm
PTINP00281935PTIN
Phone5184596700PhoneNum
Preparation2019-04-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.213.242.82IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-24IPDt
IP Tm10:48:47IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7DB8B457BFFD72A463AA8D24E38B33A6CC5CD7A4AtSubmissionCreationDeviceId
At Submission Filing Device Id7DB8B457BFFD72A463AA8D24E38B33A6CC5CD7A4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerOLIVER INTEEWORNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1263 WEST 38TH STREET 10TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,534,063GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AMERICANSYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1962FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionPRESENT AFFORDABLE SYMPHONY CONCERTS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee198TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,947,432PYContributionsGrantsAmt
CY Contributions Grants$1,707,166CYContributionsGrantsAmt
PY Program Service Revenue$1,284,212PYProgramServiceRevenueAmt
CY Program Service Revenue$821,029CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$7,011PYOtherRevenueAmt
CY Other Revenue$5,868CYOtherRevenueAmt
PY Total Revenue$3,238,655PYTotalRevenueAmt
CY Total Revenue$2,534,063CYTotalRevenueAmt
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$1,622,425PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,582,478CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,042CYTotalFundraisingExpenseAmt
PY Other Expenses$1,679,404PYOtherExpensesAmt
CY Other Expenses$957,695CYOtherExpensesAmt
PY Total Expenses$3,301,829PYTotalExpensesAmt
CY Total Expenses$2,540,173CYTotalExpensesAmt
PY Revenues Less Expenses-$63,174PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,110CYRevenuesLessExpensesAmt
Total Assets BOY$2,277,632TotalAssetsBOYAmt
Total Assets EOY$2,185,251TotalAssetsEOYAmt
Total Liabilities BOY$3,315,533TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,229,262TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$1,037,901NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$1,044,011NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE ASO IS TO RENEW LIVE ORCHESTRA MUSIC AS A VITAL FORCE IN CONTEMPORARY AMERICAN CULTURE. TO THIS END, THE ASO PRESENTS THEMATIC PROGRAMMING, IN WHICH MUSICAL WORKS ARE CURATED AROUND IDEAS DRAWN FROM A VARIETY OF DISCIPLINES SUCH AS HISTORY, VISUAL ARTS, SCIENCE, POLITICS, AND LITERATURE. ASO PURSUES INNOVATION IN CONCERT PRESENTATION AND IS DEVOTED TO THE PROMOTION OF MUSICAL EDUCATION. IN ITS EFFORTS TO INCREASE THE CONSTITUENCY FOR ORCHESTRAL MUSIC BY MAKING IT ONCE AGAIN A RELEVANT AND ESSENTIAL EXPERIENCE FOR A MODERN, DIVERSE SOCIETY, THE ASO CONSIDERS ITSELF AN ORGANIZATION IN THE PUBLIC'S SERVICE, AND A MODEL FOR THE SURVIVAL AND GROWTH OF ORCHESTRAS IN THE TWENTY-FIRST CENTURY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,316,631ExpenseAmt
Revenue$58,810RevenueAmt
DescSUBSCRIPTIONS - A SERIES OF CONCERTS OPEN TO THE PUBLIC BY PURCHASE OF INDIVIDUAL SEASON TICKETS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$790,597ExpenseAmt
Revenue$762,219RevenueAmt
DescSERVICE CONTRACTS - CONCERTS PERFORMED BY THE SYMPHONY AT VARIOUS LOCATIONS FOR VARIOUS ORGANIZATIONS FOR A FEE AT ESTIMATED COST.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Revenue$447RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Revenue$447TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,107,228TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document37IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee198EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
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 FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA JOHNSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8457587631PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CAMPUS ROAD PO BOX 5000AddressLine1Txt
CityANNANDALE ON THE HUDSOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12054ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DIMITRI B PAPADIMITRIOU
CHAIR1.00Yes (X)Yes (X)$0$0$0
THURMOND SMITHGALL
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
MIRIAM R BERGER
TRUSTEE1.00Yes (X)$0$0$0
LEON BOTSTEIN
TRUSTEE/MUSIC DIRECTOR10.00Yes (X)$135,000$0$0
MICHAEL DORF
TRUSTEE1.00Yes (X)$0$0$0
RACHEL KALNICKI
TRUSTEE1.00Yes (X)$0$0$0
JACK KLIGER
TRUSTEE1.00Yes (X)$0$0$0
SHIRLEY A MUELLER ESQ
TRUSTEE1.00Yes (X)$0$0$0
DEBRA R PEMSTEIN
TRUSTEE1.00Yes (X)$0$0$0
EILEEN RHULEN
TRUSTEE1.00Yes (X)$0$0$0
LYNNE MELOCCARO
EXECUTIVE DIRECTOR8.00Yes (X)$26,940$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$161,940TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$38,500GovernmentGrantsAmt
All Other Contributions$1,668,666AllOtherContributionsAmt
Total Contributions$1,707,166TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT SERVICE FEES711130$762,219$762,219
TICKET SALES711130$58,810$58,810
FieldValueIRS element (for citing)
Total Program Service Revenue$821,029TotalProgramServiceRevenueAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,421TotalRevenueColumnAmt
Exclusion$5,421ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$447TotalRevenueColumnAmt
Related Or Exempt Func Income$447RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$447OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,534,063TotalRevenueColumnAmt
Related Or Exempt Func Income$821,476RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,421ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$135,000TotalAmt
Program Services$135,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,036,838TotalAmt
Program Services$1,036,838ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$410,640TotalAmt
Program Services$410,640ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$304,848TotalAmt
Program Services$148,159ProgramServicesAmt
Management And General$151,689ManagementAndGeneralAmt
Fundraising$5,000FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$24,215TotalAmt
Program Services$24,215ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$29,917TotalAmt
Program Services$12,066ProgramServicesAmt
Management And General$17,851ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$162,280TotalAmt
Management And General$162,280ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,676TotalAmt
Program Services$11,520ProgramServicesAmt
Management And General$19,156ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,968TotalAmt
Management And General$3,968ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$45,129TotalAmt
Management And General$45,129ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
VENUES$245,536$245,536$0
RENTAL$82,685$69,077$13,608
MAINTENANCE$14,051$14,051
TELEPHONE$11,467$0$11,467

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,923TotalAmt
Program Services$126ProgramServicesAmt
Management And General$2,755ManagementAndGeneralAmt
Fundraising$42FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,540,173TotalAmt
Program Services$2,107,228ProgramServicesAmt
Management And General$427,903ManagementAndGeneralAmt
Fundraising$5,042FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$39,396BOYAmt
EOY$11,157EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,910,848BOYAmt
EOY$1,910,848EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,700BOYAmt
EOY$5,700EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$271,350BOYAmt
EOY$213,176EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$181,359LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$147,399LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$37,928BOYAmt
EOY$33,960EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,410BOYAmt
EOY$10,410EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,277,632BOYAmt
EOY$2,185,251EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$174,322BOYAmt
EOY$88,051EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,141,211BOYAmt
EOY$3,141,211EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,315,533BOYAmt
EOY$3,229,262EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$1,037,901BOYAmt
EOY-$1,044,011EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$1,037,901BOYAmt
EOY-$1,044,011EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,277,632BOYAmt
EOY$2,185,251EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$6,110ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,188,578CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,756,183CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,870,691CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,947,432CurrentTaxYearMinus1YearAmt
Current Tax Year$1,707,166CurrentTaxYearAmt
Total$10,470,050TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,442,019CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,149,880CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,276,936CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,285,658CurrentTaxYearMinus1YearAmt
Current Tax Year$821,029CurrentTaxYearAmt
Total$7,975,522TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,630,597CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,906,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,147,627CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,233,090CurrentTaxYearMinus1YearAmt
Current Tax Year$2,528,195CurrentTaxYearAmt
Total$18,445,572TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$284,622CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,000CurrentTaxYearMinus1YearAmt
Current Tax Year$10,000CurrentTaxYearAmt
Total$409,922TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,903,242CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,888,597CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,171,002CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,805,188CurrentTaxYearMinus1YearAmt
Current Tax Year$736,878CurrentTaxYearAmt
Total$7,504,907TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,971,042CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,173,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,208,502CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,815,188CurrentTaxYearMinus1YearAmt
Current Tax Year$746,878CurrentTaxYearAmt
Total$7,914,829TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$10,530,743PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$8,758CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,767CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,565CurrentTaxYearMinus1YearAmt
Current Tax Year$5,421CurrentTaxYearAmt
Total$26,511TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$8,758CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,767CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,565CurrentTaxYearMinus1YearAmt
Current Tax Year$5,421CurrentTaxYearAmt
Total$26,511TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,612CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,090CurrentTaxYearMinus2YearsAmt
Current Tax Year$447CurrentTaxYearAmt
Total$9,149TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,630,597CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,917,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,160,484CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,238,655CurrentTaxYearMinus1YearAmt
Current Tax Year$2,534,063CurrentTaxYearAmt
Total$18,481,232TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.56980PublicSupportCY509Pct
Public Support PY5090.53840PublicSupportPY509Pct
Investment Income CY0.00140InvestmentIncomeCYPct
Investment Income PY0.00100InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$26,551AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,918OtherCostOrOtherBasisAmt
Depreciation$6,237DepreciationAmt
Book Value$6,681BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$168,441OtherCostOrOtherBasisAmt
Depreciation$141,162DepreciationAmt
Book Value$27,279BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$33,960TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLOAN PAYABLE, BARD COLLEGEDesc
Amt$3,141,211Amt
FieldValueIRS element (for citing)
Total Liability$3,141,211TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,722,334TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$188,271DonatedServicesAndUseFcltsAmt
Revenue Not Reported$188,271RevenueNotReportedAmt
Revenue Subtotal$2,534,063RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,534,063TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,728,444TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$188,271DonatedServicesUseFcltsAmt
Expenses Not Reported$188,271ExpensesNotReportedAmt
Expenses Subtotal$2,540,173ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,540,173TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE ORGANIZATION HOLDS MOSTLY PUBLIC DOMAIN (PD) MUSIC SHEETS, CONSISTING OF ORIGINAL PARTS AND SCORES. FOR SOME OF THESE PD MUSIC SHEETS THE ORGANIZATIION HAS CRITICAL EDITION MATERIALS, WHICH ARE RARER AND MORE VALUABLE. FURTHERMORE, SOME OF THE MUSIC IS NO LONGER IN PRINT, WHICH MAKES IT TRULY INVALUABLE. THESE MUSIC SHEETS ARE BEING USED IN PERFORMANCES AND ARE BEING PRESERVED FOR FUTURE GENERATIONS.
PART X, LINE 2:THE ORCHESTRA FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED THE ORCHESTRA'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF JUNE 30, 2018 OR 2017.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
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

FieldValueIRS element (for citing)
PersonLYNNE MELOCCAROPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$26,940BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$26,940TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART VII, SECTION A, LINE 5:FormAndLineReferenceDesc
ExplanationBARD COLLEGE, AN UNRELATED ORGANIZATION, PAID LYNNE MELOCCARO, THE EXECUTIVE DIRECTOR OF THE ORCHESTRA, $26,940 FOR SERVICES RENDERED TO THE ORCHESTRA.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED AND APPROVED BY THE BOARD CHAIR AND THE AUDIT COMMITTEE CHAIR PRIOR TO FILING. A COPY WILL BE PROVIDED BY THE REMAINDER OF THE BOARD BEFORE THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY UPON JOINING THE BOARD. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX-EXEMPT STATUS, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY THE BOARD TREASURER THROUGH THE USE OF COMPARABLE COMPENSATION DATA AND TAKING INTO ACCOUNT SENIORITY, PROGRAM ACCOMPLISHMENTS, ETC.
FORM 990, PART VI, SECTION C, LINE 19AMERICAN SYMPHONY ORCHESTRA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GTALENT: PROGRAM SERVICE EXPENSES 66,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,350. BARD FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,014. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,014. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 81,809. MANAGEMENT AND GENERAL EXPENSES 143,675. FUNDRAISING EXPENSES 5,000. TOTAL EXPENSES 230,484.
FORM 990, PART XII, LINE 2C:THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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