2018-05-15T14:58:19-05:00 2017-06-30 042211907 MILLER WACHMAN LLP 100 CAMBRIDGE STREET 13TH FLOOR BOSTON MA 021142548 990 2016-07-01 042790069 BOSTON YOUTH SYMPHONY ORCHESTRAS INC BOST 6173535338 855 COMMONWEALTH AVENUE BOSTON MA 02215 JEAN-MARC BERTEAUX TREASURER 6173535338 2018-04-24 1 MARK J CONKLIN CPA P01454073 6173386800 2018-04-24 2016 2022-09-23 18:48:47Z JEAN-MARC BERTEAUX 855 COMMONWEALTH AVENUE BOSTON MA 02215 5256629 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. 20 20 42 20 0 0 2003277 2353578 1432131 1488604 39653 99129 20468 48796 3495529 3990107 130131 165515 0 0 1491771 1693617 0 0 347490 1110391 1129395 2732293 2988527 763236 1001580 3272940 4494684 443781 581034 2829159 3913650 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 1502980 165515 1336717 ORCHESTRA OPERATIONS - TO SUPPORT THE PROGRAMMATIC WORK OF ALL THE ORCHESTRAS. 253230 114908 CONCERT PRODUCTIONS - TO PROVIDE LOGISTICAL SUPPORT TO THE ORCHESTRAS AT BOSTON UNIVERSITY AND OUTSIDE CONCERT VENUES. 273682 16251 MARKETING - TO MARKET THE ORCHESTRAS AND TO SELL TICKETS TO PATRONS 7050 20728 BOSTON SYMPHONY ORCHESTRA PARTNERSHIP - A CONCERT COLLABORATION OF BYSO STUDENTS AND BSO PROFESSIONAL MUSICIANS 7050 20728 2036942 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 0 1 0 0 0 0 0 0 0 0 1 123 0 1 42 1 0 0 0 0 0 0 0 0 0 0 X 20 20 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 KIMBERLY Y JONES 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 CECILIA O'KEEFE 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 170319 0 38246 FEDERICO CORTESE MUSIC DIRECTOR 40.00 X 114737 0 0 285056 0 38246 2 0 1 0 0 156355 56900 2140323 8245 2353578 TUITION 611600 1336717 1336717 MARKETING 453000 131159 131159 BSO CONCERT REVENUE 611600 20728 20728 1488604 37678 37678 1231280 1169829 61451 61451 61451 132980 156355 89351 43629 43629 12509 7342 5167 5167 3990107 1488604 0 147925 165515 165515 221061 44212 132637 44212 1295709 916771 149905 229033 67859 35232 13136 19491 108988 70958 25072 12958 17945 17945 18739 18739 55022 55022 89335 89335 61332 35941 19557 5834 649 649 49276 49276 25535 25535 CAMP ROOM AND BOARD 208112 208112 CONCERT HALL EXPENSE 107403 107403 SOLOISTS & MUSICIANS 104362 104362 CAPITAL CAMPAIGN EXPENS 101097 101097 290588 192317 62309 35962 2988527 2036942 604095 347490 158829 556826 228243 118406 1062126 1192685 81561 92333 4180 2012 925895 640404 303784 285491 1238397 1528325 195820 718606 3272940 4494684 132431 122639 311350 458395 443781 581034 X 1066787 1024500 1328940 2448218 433432 440932 2829159 3913650 3272940 4494684 1001580 82911 0 X 0 1 X 1 0 X 1093681 743682 1234401 1826727 2197223 7095714 1067788 1187936 1289912 1432131 1488604 6466371 2161469 1931618 2524313 3258858 3685827 13562085 0 0 0 13562085 39159 44455 55656 53746 33678 226694 39159 44455 55656 53746 33678 226694 148520 156257 173417 197018 205151 880363 2349148 2132330 2753386 3509622 3924656 14669142 0.92450 0.92260 0.01550 0.01760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 592855 7500 49130 649485 611269 1000 -19414 592855 614736 -3467 611269 555146 59590 614736 506452 48694 555146 0.67890 0.32110 0 0 139310 138963 347 763728 478584 285144 22857 22857 0 285491 MONEY MARKEY FUNDS 718606 F 718606 X 4199966 82911 256601 7342 346854 3853112 136995 136995 3990107 3115475 256601 7342 263943 2851532 136995 136995 2988527 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 7,342. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 136,995. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,342. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 136,995. GALA EVENT 289335 156355 132980 21210 68141 289335 156355 132980 21210 68141 89351 43629 0 FINANCIAL AID 128 143615 STANDARD ENROLLMENT FEES SCHOLARSHIP 14 20150 CASH VALUE INSTRUMENT SCHOLARSHIPS 1 1750 CASH VALUE X 0 0 0 0 0 0 0 0 0 CATHERINE WEISKEL EXECUTIVE DIRECTOR 170319 0 0 0 0 0 0 0 38246 0 208565 0 0 0 X 6 63249 X MUSICAL INSTRUMENTS 3 8245 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.