2019-05-10T14:55:10-05:00 2018-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2017-07-01 042678312 BOSTON PHILHARMONIC ORCHESTRA CORPORATION BOST 6172360999 236 HUNTINGTON AVE NO 209 BOSTON MA 02115 THOMAS J RAFFA TREASURER 6172360999 2019-05-10 1 YEVGENIYA GORLOVSKY-SCHEPP CPA P01485484 5083669100 2019-05-10 64.238.141.162 2019-05-10 14:50:47 ED P F4247996A0DFD92197EA51AEF4558D040C319DAA CB2B07AFD6767982BCB28B09646F6ACBACA35001 2017 2019-02-21 02:37:17Z THOMAS J RAFFA 236 HUNTINGTON AVENUE BOSTON MA 02115 3316620 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. 18 17 284 40 0 1219 2374436 2863324 428211 373038 5928 6207 -88559 -118036 2720016 3124533 0 0 0 0 593500 713158 0 0 351657 2188864 2605413 2782364 3318571 -62348 -194038 732444 564515 127246 139986 605198 424529 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. (CONTINUED BELOW) 0 0 1243278 288392 ONE OF BOSTON'S PREMIER ORCHESTRAS, THE BOSTON PHILHARMONIC ORCHESTRA (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. 1203310 85936 WITH A MISSION OF "SHAPING FUTURE LEADERS THROUGH MUSIC," THE TUITION-FREE BOSTON PHILHARMONIC YOUTH ORCHESTRA (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. 182247 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. 62174 2200 CRESCENDO EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS SERVE OVER 2,000 CHILDREN IN BOSTON'S MOST UNDER-RESOURCED COMMUNITIES THROUGH MUSIC EDUCATION INITIATIVES. RUNNING 6 DAYS (50+ HOURS) PER WEEK THROUGHOUT THE SCHOOL YEAR, CRESCENDO EMPLOYS OVER 40 TEACHING ARTISTS. A DIVERSE RANGE OF PROGRAMS TOUCH THE LIVES OF MANY IN SCHOOLS, HOSPITALS, ASSISTED LIVING FACILITIES, HOMELESS SHELTERS, AND LIBRARIES, FORGING DEEP COMMUNITY BONDS THROUGH MUSIC. 62174 2200 2691009 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 26 0 1 284 1 1 1 0 0 0 0 1 1 0 0 0 0 X 18 17 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 THOMAS J RAFFA TREASURER 4.00 X X 0 0 0 PETER LANDO SECRETARY 2.00 X X 0 0 0 STEPHANIE BROWN DIRECTOR 1.00 X 0 0 0 MARA CALAME DIRECTOR 1.00 X 0 0 0 ARMENNE DERDERIAN DIRECTOR, BPO ASST LIBRARIAN 1.00 X 2000 0 0 THOMAS GALLITANO DIRECTOR 1.00 X 0 0 0 LONSDALE KOESTER DIRECTOR 1.00 X 0 0 0 PETER SHECKMAN DIRECTOR 1.00 X 0 0 0 RICHARD J TRANT DIRECTOR 1.00 X 0 0 0 BENJAMIN ZANDER DIRECTOR, MUSIC DIRECTOR 40.00 X 0 0 1839 PETER BOBERG DIRECTOR 1.00 X 0 0 0 BRUCE COPPOCK DIRECTOR 1.00 X 0 0 0 ANDREW GOODEARL DIRECTOR 1.00 X 0 0 0 STEPHANIE OESTREICH DIRECTOR 1.00 X 0 0 0 KANNAN RAMASAMY DIRECTOR 1.00 X 0 0 0 VINCENT CANZONERI DIRECTOR 1.00 X 0 0 0 DANIEL S WEIL DIRECTOR 1.00 X 0 0 0 TIMOTHY TAYLOR DIRECTOR 1.00 X 0 0 0 FRANK CLARK DIRECTOR 1.00 X 0 0 0 NOEL THEODOSIOU DIRECTOR 1.00 X 0 0 0 ELISABETH CHRISTENSEN MANAGING DIRECTOR 40.00 X 90000 0 8148 92000 0 9987 1 0 0 0 OPUS AFFAIR 35B CHESTNUT HILL AVENUE BOSTON MA 02135 MARKETING CONSULTANTS 122500 1 283657 23200 2556467 32243 2863324 CONCERT TICKET INCOME 711130 373038 373038 373038 4759 4759 33691 32243 1448 1448 1448 38318 283657 159844 -121526 -121526 OTHER REVENUE 900099 3490 3490 3490 3124533 376528 0 -115319 106027 46469 39021 20537 491946 252423 134999 104524 1803 1247 134 422 61582 30540 17640 13402 51800 25900 15022 10878 69510 34755 20158 14597 30303 15151 8788 6364 362135 210270 151865 40282 20141 11682 8459 250 124 73 53 238464 214923 13654 9887 10866 5433 3151 2282 2142 1071 621 450 18403 9201 5337 3865 10932 5466 3170 2296 TOUR PRODUCTION 1009494 1009494 CONCERT MGM'T & RELATED 590256 590256 COMMUNITY ENGAGEMENT 119373 119373 INSTRUMENT RENTAL 47743 47743 55260 51029 2455 1776 3318571 2691009 275905 351657 4 19 89094 162398 321168 64018 23547 27462 29171 9692 150530 86955 48409 63575 211640 225009 9411 12342 732444 564515 74291 83779 45629 33346 7326 22861 127246 139986 X 479478 253400 110720 116129 15000 55000 605198 424529 732444 564515 -194038 13369 0 X X 0 1 X 1 0 X 1713627 2953799 2341051 2374436 2863324 12246237 1713627 2953799 2341051 2374436 2863324 12246237 947172 11299065 1064 3887 5258 5203 4759 20171 10039 3585 5288 3490 22402 12288810 2195296 0.91950 0.88730 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME OTHER INCOME: 2014 AMOUNT: $10,039. 2015 AMOUNT: $3,585. 2016 AMOUNT: $5,288. 2017 AMOUNT: $3,490 20467 40000 5409 65876 18515 1952 20467 17821 694 18515 17155 666 17821 15000 2808 653 17155 0.83500 0.16500 0 0 38930 29509 9421 91395 41481 49914 20205 15965 4240 63575 CAPITAL LEASE OBLIGATION 19297 DEFERRED RENT 3564 22861 X 3455842 13369 158096 159844 331309 3124533 0 3124533 3636511 158096 159844 317940 3318571 0 3318571 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, 2018, 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 DISCLOSURES 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. 159,844. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE FOR FORM 990 PURPOSES. 159,844. EUROPE 0 0 FUNDRAISING AND PROGRAM SERVICES 8 CONCERTS IN EUROPE 944806 0 0 0 0 0 0 944806 0 944806 0 0 0 0 0 0 GALA 321975 283657 38318 12563 77275 8340 61666 NONE 321975 283657 38318 12563 77275 8340 61666 159844 -121526 X 4 32243 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 2018.