2019-05-15T14:31:03-05:00 2018-06-30 042211907 MILLER WACHMAN LLP 100 CAMBRIDGE STREET 13TH FLOOR BOSTON MA 021142548 990 2017-07-01 042790069 BOSTON YOUTH SYMPHONY ORCHESTRAS INC BOST 6173535338 855 COMMONWEALTH AVENUE BOSTON MA 02215 JEAN-MARC BERTEAUX TREASURER 6173535338 2019-05-09 1 MARK J CONKLIN CPA P01454073 6173386800 2019-05-09 50.245.36.121 2019-05-09 16:17:02 ED P 32C7B06E6B867840B56A5AB52418DBBA7F7AFDCE 32C7B06E6B867840B56A5AB52418DBBA7F7AFDCE 2017 2019-02-21 02:37:17Z JEAN-MARC BERTEAUX 855 COMMONWEALTH AVENUE BOSTON MA 02215 3570057 0 X WWW.BYSOWEB.ORG X 1983 MA TO ENCOURAGE MUSICAL EXCELLENCE IN A PROFESSIONAL AND SUPPORTIVE ENVIRONMENT BY PROVIDING THE HIGHEST QUALITY ORCHESTRA TRAINING AND PERFORMANCE OPPORTUNITIES TO QUALIFIED MUSICIANS, GRADES K-12, AND MAKING ITS PROGRAMS ACCESSIBLE TO UNDERSERVED COMMUNITIES THROUGH FINANCIAL ASSISTANCE AND OUTREACH. 21 21 59 21 0 0 2353578 1445994 1488604 1784610 99129 54647 48796 37115 3990107 3322366 165515 226171 0 0 1693617 1790565 0 0 339862 1129395 1275054 2988527 3291790 1001580 30576 4494684 4642631 581034 619042 3913650 4023589 X TO ENCOURAGE MUSICAL EXCELLENCE IN A PROFESSIONAL AND SUPPORTIVE ENVIRONMENT BY PROVIDING THE HIGHEST QUALITY ORCHESTRA TRAINING AND PERFORMANCE OPPORTUNITIES TO QUALIFIED MUSICIANS, GRADES K-12, AND MAKING ITS PROGRAMS ACCESSIBLE TO UNDERSERVED COMMUNITIES THROUGH FINANCIAL ASSISTANCE AND OUTREACH. 0 0 1619501 177021 1389917 ORCHESTRA OPERATIONS - TO SUPPORT THE PROGRAMMATIC WORK OF ALL THE ORCHESTRAS. 227576 125429 CONCERT PRODUCTIONS - TO PROVIDE LOGISTICAL SUPPORT TO THE ORCHESTRAS AT BOSTON UNIVERSITY AND OUTSIDE CONCERT VENUES. 262937 12531 MARKETING - TO MARKET THE ORCHESTRAS AND TO SELL TICKETS TO PATRONS 6650 19423 BOSTON SYMPHONY ORCHESTRA PARTNERSHIP - A CONCERT COLLABORATION OF BYSO STUDENTS AND BSO PROFESSIONAL MUSICIANS 235785 49150 237310 TOUR - TO PROVIDE STUDENTS AN INTERNATIONAL MUSICAL EXPERIENCE 242435 49150 256733 2352449 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 93 0 1 59 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X CATHERINE WEISKEL EXECUTIVE DIRECTOR 6173535338 855 COMMONWEALTH AVENUE BOSTON MA 02215 JOE GRIMALDI PRESIDENT 1.00 X X 0 0 0 JEAN-MARC BERTEAUX TREASURER 1.00 X X 0 0 0 GEORGE KECHES SECRETARY 1.00 X X 0 0 0 GEOFF COTTRILL DIRECTOR 1.00 X 0 0 0 ERAN EGOZY DIRECTOR 1.00 X 0 0 0 JOHN AVALLON DIRECTOR 1.00 X 0 0 0 DAVID BARNARD DIRECTOR 1.00 X 0 0 0 BRIAN MACARTHUR DIRECTOR 1.00 X 0 0 0 ALISON TSCHOPP BOMBERG DIRECTOR 1.00 X 0 0 0 JAMES COOKE DIRECTOR 1.00 X 0 0 0 ANTHONY FOGG DIRECTOR 1.00 X 0 0 0 ANDREW WEST DIRECTOR 1.00 X 0 0 0 FEMI OBI DIRECTOR 1.00 X 0 0 0 JORDAN STONE DIRECTOR 1.00 X 0 0 0 ANNA KOLCHINSKY DIRECTOR 1.00 X 0 0 0 ROBERT BEASER DIRECTOR 1.00 X 0 0 0 MARGARET CHEN VICE PRESIDENT 1.00 X X 0 0 0 MARYTERESA CREALESE DIRECTOR 1.00 X 0 0 0 HUSSAIN MOORAJ DIRECTOR 1.00 X 0 0 0 JAMES NUZZO DIRECTOR 1.00 X 0 0 0 CYNTHIA MARKEY DIRECTOR 1.00 X 0 0 0 CATHERINE WEISKEL EXECUTIVE DIRECTOR 40.00 X 172870 0 39751 FEDERICO CORTESE MUSIC DIRECTOR 40.00 X 108068 0 0 MARTHA A ROBINSON DIRECTOR OF DEVELOPMENT 40.00 X 101010 0 17071 381948 0 56822 3 0 1 0 0 187212 54915 1203867 27040 1445994 TUITION 611600 1389917 1389917 TOUR INCOME 611600 237310 237310 MARKETING 453000 137960 137960 BSO CONCERT REVENUE 611600 19423 19423 1784610 53815 53815 133157 4510 135495 1340 -2338 3170 832 832 132973 187212 103059 29914 29914 14998 7797 7201 7201 3322366 1784610 0 91762 X 226171 226171 225581 45116 135349 45116 1400579 1035111 143272 222196 61470 28066 11651 21753 102935 72851 16979 13105 18455 18455 11435 11435 46950 46950 90363 90363 59755 35098 19301 5356 508 508 48723 48723 29355 29355 CAMP ROOM AND BOARD 198690 198690 TOUR FEES 141857 141857 SOLOISTS & MUSICIANS 109275 109275 CAPITAL CAMPAIGN EXPENS 100385 100385 419303 312879 74088 32336 3291790 2352449 599479 339862 556826 56723 118406 645281 1192685 1145699 92333 37288 2012 2216 940426 687488 285491 252938 1528325 1642125 718606 860361 4494684 4642631 122639 116735 458395 502307 581034 619042 X 1024500 1175879 2448218 2406778 440932 440932 3913650 4023589 4494684 4642631 30576 79363 0 X 0 1 X 1 0 X 743682 1234401 1826727 2197223 1258792 7260825 1187936 1289912 1432131 1488604 1784610 7183193 1931618 2524313 3258858 3685827 3043402 14444018 0 0 0 14444018 44455 55656 53746 33678 53815 241350 44455 55656 53746 33678 53815 241350 156257 173417 197018 205151 224327 956170 2132330 2753386 3509622 3924656 3321544 15641538 0.92340 0.92450 0.01540 0.01550 X 649485 12715 662200 592855 7500 49130 649485 611269 1000 -19414 592855 614736 -3467 611269 555146 59590 614736 0.66590 0.33410 0 0 139310 139310 0 778259 525321 252938 22857 22857 0 252938 MONEY MARKEY FUNDS 860361 F 860361 X 3450349 79363 173504 7797 260664 3189685 132681 132681 3322366 3340410 173504 7797 181301 3159109 132681 132681 3291790 PART X, LINE 2: BYSO ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. BYSO HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS A TAX POSITION; HOWEVER, BYSO HAS DETERMINED THAT SUCH A TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. BYSO IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. BYSO'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,797. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 132,681. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,797. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 132,681. GALA EVENT 320185 187212 132973 25440 77619 320185 187212 132973 25440 77619 103059 29914 0 FINANCIAL AID 165 198746 STANDARD ENROLLMENT FEES SCHOLARSHIP 19 23925 CASH VALUE INSTRUMENT SCHOLARSHIPS 3 3500 CASH VALUE X 0 0 0 0 0 0 0 0 0 CATHERINE WEISKEL EXECUTIVE DIRECTOR 172870 0 0 0 0 0 0 0 39751 0 212621 0 0 0 JORDAN STONE DIRECTOR 30283 MR. STONE IS A DIRECTOR OF THE ORGANIZATION. HE IS ALSO A PARTNER IN A FIRM THAT PROVIDED REAL ESTATE ADVISORY AND CONSULTING SERVICES TO THE ORGANIZATION. 0 X 9 149208 X MUSICAL INSTRUMENTS 7 27040 APPRAISED VALUES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DELIVERED TO THE BOARD OF DIRECTORS VIA PDF. FORM 990, PART VI, SECTION B, LINE 12C A FORM, INCLUDING ALL DISCLOSURES, IS SIGNED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF BOARD DETERMINES THE COMPENSATION AFTER THE RECOMMENDATION OF THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THE WEBSITE OF THE ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART IX, LINE 24E CONCERT HALL EXPENSE: PROGRAM SERVICE EXPENSES 88,933. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,933. OTHER PRODUCTION EXPENSES: PROGRAM SERVICE EXPENSES 51,792. MANAGEMENT AND GENERAL EXPENSES 2,995. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,787. CAMP COUNSELORS/TEACHERS/DIRECTORS: PROGRAM SERVICE EXPENSES 27,162. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,162. OFFICE SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 26,695. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,695. POSTAGE AND PRINTING: PROGRAM SERVICE EXPENSES 18,225. MANAGEMENT AND GENERAL EXPENSES 2,460. FUNDRAISING EXPENSES 4,677. TOTAL EXPENSES 25,362. TOUR OTHER: PROGRAM SERVICE EXPENSES 25,147. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,147. MUSIC: PROGRAM SERVICE EXPENSES 22,617. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,617. TOUR PRODUCTION: PROGRAM SERVICE EXPENSES 17,856. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,856. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 12,913. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,508. TOTAL EXPENSES 17,421. CONDUCTORS/COACHES/COORDINATORS: PROGRAM SERVICE EXPENSES 15,301. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,301. AWARDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,500. POST CONCERT RECEPTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 14,304. TOTAL EXPENSES 14,304. AUDITION ADJUDICATORS: PROGRAM SERVICE EXPENSES 12,947. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,947. COMPUTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,556. FUNDRAISING EXPENSES 8,847. TOTAL EXPENSES 11,403. OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,740. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,740. ICP/WBP: PROGRAM SERVICE EXPENSES 9,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,584. PARENTS EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,997. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,997. INSTRUMENT RENTAL: PROGRAM SERVICE EXPENSES 6,429. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,429. SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,415. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,415. BPS: PROGRAM SERVICE EXPENSES 3,973. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,973. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 730. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 730.