BALTIMORE SYMPHONY ORCHESTRA INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BALTIMORE SYMPHONY ORCHESTRA INC (EIN 52-0629696)
Tax period
2015-09-01 to 2016-08-31
Filed
2017-07-17
IRS object ID
201701989349301430
Schema version
2015v3.0
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)
Return2017-07-17T14:01:12-05:00ReturnTs
Tax Period End2016-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205991824PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SC&H TAX & ADVISORY SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1910 RIDGEBROOK ROADAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21152ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520629696EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Baltimore Symphony Orchestra IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBALTBusinessNameControlTxt
Phone4107838100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 Cathedral StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212015517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSarah BeckwithPersonNm
Person TitleCFOPersonTitleTxt
Phone4107838095PhoneNum
Signature2017-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLori S BurghauserPreparerPersonNm
PTINP00370694PTIN
Phone4104031500PhoneNum
Preparation2017-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPeter T KjomePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 Cathedral StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212015517ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,003,825GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BSOMUSIC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1942FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionPROVIDING SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee625TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,729,386PYContributionsGrantsAmt
CY Contributions Grants$14,921,566CYContributionsGrantsAmt
PY Program Service Revenue$9,896,025PYProgramServiceRevenueAmt
CY Program Service Revenue$10,646,614CYProgramServiceRevenueAmt
PY Investment Income$31,003PYInvestmentIncomeAmt
CY Investment Income$27,049CYInvestmentIncomeAmt
PY Other Revenue$153,436PYOtherRevenueAmt
CY Other Revenue$329,404CYOtherRevenueAmt
PY Total Revenue$24,809,850PYTotalRevenueAmt
CY Total Revenue$25,924,633CYTotalRevenueAmt
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$16,912,212PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$17,923,472CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$123,010PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$45,618CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,500,498CYTotalFundraisingExpenseAmt
PY Other Expenses$10,338,936PYOtherExpensesAmt
CY Other Expenses$12,629,809CYOtherExpensesAmt
PY Total Expenses$27,374,158PYTotalExpensesAmt
CY Total Expenses$30,598,899CYTotalExpensesAmt
PY Revenues Less Expenses-$2,564,308PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,674,266CYRevenuesLessExpensesAmt
Total Assets BOY$11,252,854TotalAssetsBOYAmt
Total Assets EOY$9,094,210TotalAssetsEOYAmt
Total Liabilities BOY$17,861,581TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,599,237TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$6,608,727NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$13,505,027NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE BALTIMORE SYMPHONY ORCHESTRA'S (BSO) MISSION IS TO PROMOTE, ORGANIZE, MANAGE AND MAINTAIN A SYMPHONY ORCHESTRA FOR THE CITY OF BALTIMORE AND THE STATE OF MARYLAND AND TO HOLD, SPONSOR, AND PRESENT MUSICAL CONCERTS BY THE BALTIMORE SYMPHONY ORCHESTRA. BSO IS AN INTERNATIONALLY RECOGNIZED SYMPHONY ORCHESTRA THAT HAS ATTRACTED A DEVOTED NATIONAL AND INTERNATIONAL FOLLOWING WHILE MAINTAINING DEEP BONDS THROUGHOUT MARYLAND WITH INNOVATIVE EDUCATION AND COMMUNITY OUTREACH INITIATIVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$27,073,808ExpenseAmt
Grant$0GrantAmt
Revenue$10,646,614RevenueAmt
DescPROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING.Desc
Total Program Service Expenses$27,073,808TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
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 ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document332IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee625EmployeeCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members32GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
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 OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sarah BeckwithBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107838095PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 Cathedral StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212015517ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Ms Barbara M Bozzuto
Chair & Acting CEO2.001.00Yes (X)Yes (X)$0$0$0
Ms Lainy LeBow-Sachs
VicE CHAIR2.000.00Yes (X)$0$0$0
Ms KATHLEEN A CHAGNON ESQ
SECRETARY2.000.00Yes (X)$0$0$0
Hon StEVEN R SCHUH
Treasurer2.001.00Yes (X)$0$0$0
Mr Rick Bernstein
bOARD MEMBER2.000.00Yes (X)$0$0$0
MR AGW BIDDLE III
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR FRANK CAMPBELL
BOARD MEMBER2.000.00Yes (X)$0$0$0
Ms ConSTANCE R CAPLAN
BOARD MEMBER2.000.00Yes (X)$0$0$0
Mr August J Chiasera
BOARD MEMBER2.000.00Yes (X)$0$0$0
Mr Robert B Coutts
BOARD MEMBER2.000.00Yes (X)$0$0$0
MR ALAN S EDELMAN
bOARD MEMBER2.000.00Yes (X)$0$0$0
Ms Sandra R Feldman
BOARD MEMBER2.000.00Yes (X)$0$0$0
Ms Sandra Levi Gerstung
BOARD MEMBER2.000.00Yes (X)$0$0$0
Mr Michael G Hansen
BOARD MEMBER2.000.00Yes (X)$0$0$0
Ms Denise Hargrove
BOARD MEMBER2.000.00Yes (X)$0$0$0
Mr Robert C Knott
bOARD MEMBER2.000.00Yes (X)$0$0$0
DR MARSHALL A LEVINE
BOARD MEMBER2.000.00Yes (X)$0$0$0
ms Ava Lias-Booker ESQ
BOARD MEMBER2.000.00Yes (X)$0$0$0
mr Howard Majev ESQ
BOARD MEMBER2.000.00Yes (X)$0$0$0
Ms Liddy Manson
BOARD MEMBER2.000.00Yes (X)$0$0$0
Mr Hilary B Miller
BoARD MEMBER2.000.00Yes (X)$0$0$0
Mr E Albert Reece MD
BoaRD MEMBER2.000.00Yes (X)$0$0$0
Mr Barry F Rosen
BOARD MEMBER2.000.00Yes (X)$0$0$0
MRS ANN L ROSENBERG
BOARD MEMBER2.000.00Yes (X)$0$0$0
Ms Terry M Rubenstein
Board Member2.000.00Yes (X)$0$0$0
mr STEPHEN D SHAWE ESQ
BOARD MEMBER2.000.00Yes (X)$0$0$0
Hon James T Smith JR
bOARD MEMBER2.000.00Yes (X)$0$0$0
mr SOLOMON H SNYDER MD
BOARD MEMBER2.000.00Yes (X)$0$0$0
Mr Andrew A stern
Board Member (Part Year)2.000.00Yes (X)$0$0$0
Mr David Trone
Board Member2.000.00Yes (X)$0$0$0
Mr Gregory W Tucker
BOARD MEMBER2.000.00Yes (X)$0$0$0
Ms Amy Webb
BoarD MEMBER2.000.00Yes (X)$0$0$0
Mr Jeffrey T Zoller
BoARD MEMBER2.000.00Yes (X)$0$0$0
Mr Paul Meecham
President and CEO (Part Year)34.001.00Yes (X)Yes (X)$302,913$0$58,219
Mr JOhn Verdon
Vice President and CFO (PART YEAR)34.001.00Yes (X)$147,100$0$9,919
Ms Sarah Beckwith
Vice President and CFO34.001.00Yes (X)$88,002$0$25,719
Mr Jonathan Carney
Concert Master35.000.00$291,459$0$30,869Yes (X)
Ms Marin Alsop
Music Director35.000.00$271,140$0$25,179Yes (X)
Mr Todd Price
Assistant Stage Manager40.000.00$146,438$0$26,471Yes (X)
Ms Katherine Needleman
Principal Oboist35.000.00$140,172$0$30,869Yes (X)
MR ENNIS SEIBERT
Stage Manager40.000.00$131,698$0$25,047Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,518,922TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$232,292TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K21IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MARIN ALSOP CO OPUS 3 ARTISTS LLC
470 PARK AVE SOUTH 9TH FLNEW YORKNY10016CONDUCTOR$558,000
Mount Royal Printing Co Inc
6310 Blair Hill LaneBaltimoreMD21209Printing$429,104
SD&A TELESERVICE
5757 W CENTURY BLVD SUITE 300Los AngelesCA90045SALES & FUNDRAISING$312,649
SPECTRUM CATERING
PO BOX 7130THE WOODLANDSTX77387CATERING$179,748
CES SECURITY INC
115 McHENRY AVENUEBaltimoreMD21208SECURITY$165,840
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt
Fundraising$629,850FundraisingAmt
Related Organizations$3,572,846RelatedOrganizationsAmt
Government Grants$3,103,878GovernmentGrantsAmt
All Other Contributions$7,614,992AllOtherContributionsAmt
Noncash Contributions$421,191NoncashContributionsAmt
Total Contributions$14,921,566TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONCERT INCOME711130$10,069,584$10,069,584
BSYO TUITION REVENUE711130$337,855$337,855
OTHER PROGRAM SERVICE REVENUE711130$239,175$239,175
FieldValueIRS element (for citing)
Total Program Service Revenue$10,646,614TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,049TotalRevenueColumnAmt
Exclusion$27,049ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$945,383RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$689,692RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$255,691RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$255,691TotalRevenueColumnAmt
Exclusion$255,691ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$294,217FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$629,850ContriRptFundraisingEventAmt
Fundraising Direct Expenses$389,500FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$95,283TotalRevenueColumnAmt
Exclusion-$95,283ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCONCESSIONSDesc
Business722210BusinessCd
Total Revenue Column$168,996TotalRevenueColumnAmt
Exclusion$168,996ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$168,996OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,924,633TotalRevenueColumnAmt
Related Or Exempt Func Income$10,646,614RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$356,453ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$589,756TotalAmt
Program Services$176,927ProgramServicesAmt
Management And General$294,878ManagementAndGeneralAmt
Fundraising$117,951FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,031,919TotalAmt
Program Services$11,894,763ProgramServicesAmt
Management And General$376,122ManagementAndGeneralAmt
Fundraising$761,034FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,114,631TotalAmt
Program Services$1,048,906ProgramServicesAmt
Management And General$65,725ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,171,490TotalAmt
Program Services$1,985,032ProgramServicesAmt
Management And General$93,835ManagementAndGeneralAmt
Fundraising$92,623FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,015,676TotalAmt
Program Services$881,447ProgramServicesAmt
Management And General$64,424ManagementAndGeneralAmt
Fundraising$69,805FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$72,058TotalAmt
Management And General$72,058ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,929TotalAmt
Management And General$34,929ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$18,282TotalAmt
Management And General$18,282ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$45,618TotalAmt
Fundraising$45,618FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,201,754TotalAmt
Program Services$3,833,359ProgramServicesAmt
Management And General$283,847ManagementAndGeneralAmt
Fundraising$84,548FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,652,456TotalAmt
Program Services$2,652,456ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$393,957TotalAmt
Program Services$125,150ProgramServicesAmt
Management And General$112,345ManagementAndGeneralAmt
Fundraising$156,462FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$218,980TotalAmt
Program Services$61,933ProgramServicesAmt
Management And General$157,047ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,820,584TotalAmt
Program Services$1,820,584ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$564,586TotalAmt
Program Services$525,129ProgramServicesAmt
Management And General$2,225ManagementAndGeneralAmt
Fundraising$37,232FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$57,252TotalAmt
Management And General$49,532ManagementAndGeneralAmt
Fundraising$7,720FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$189,955TotalAmt
Program Services$189,955ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$207,367TotalAmt
Program Services$26,821ProgramServicesAmt
Management And General$180,546ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PROGRAMS$509,261$509,261
EQUIPMENT RENTAL$485,770$485,770
credit card fees$301,890$301,890
EQUIPMENT HAULING$204,026$204,026

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$696,702TotalAmt
Program Services$350,399ProgramServicesAmt
Management And General$218,798ManagementAndGeneralAmt
Fundraising$127,505FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$30,598,899TotalAmt
Program Services$27,073,808ProgramServicesAmt
Management And General$2,024,593ManagementAndGeneralAmt
Fundraising$1,500,498FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$850BOYAmt
EOY$600EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,994,684BOYAmt
EOY$961,648EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,852,931BOYAmt
EOY$2,983,879EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$509,229BOYAmt
EOY$597,692EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,839,136BOYAmt
EOY$1,358,549EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,495,079LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,989,959LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$623,160BOYAmt
EOY$505,120EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,432,864BOYAmt
EOY$2,686,722EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,252,854BOYAmt
EOY$9,094,210EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,089,273BOYAmt
EOY$4,154,714EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,506,101BOYAmt
EOY$7,466,182EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,700,000BOYAmt
EOY$3,330,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,566,207BOYAmt
EOY$7,648,341EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,861,581BOYAmt
EOY$22,599,237EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$9,893,920BOYAmt
EOY-$16,368,220EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,285,193BOYAmt
EOY$2,863,193EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$6,608,727BOYAmt
EOY-$13,505,027EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,252,854BOYAmt
EOY$9,094,210EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,674,266ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,743NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,210,291OtherChangesInNetAssetsAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,333,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,454,675CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,772,802CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,729,386CurrentTaxYearMinus1YearAmt
Current Tax Year$14,921,566CurrentTaxYearAmt
Total$73,211,890TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,333,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,454,675CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,772,802CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,729,386CurrentTaxYearMinus1YearAmt
Current Tax Year$14,921,566CurrentTaxYearAmt
Total$73,211,890TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$135,616SubstantialContributorsTotAmt
Public Support Total170$73,076,274PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,064,283CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$723,366CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,005,622CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$860,063CurrentTaxYearMinus1YearAmt
Current Tax Year$972,432CurrentTaxYearAmt
Total$4,625,766TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$129,516CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$127,040CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$639,691CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$272,100CurrentTaxYearMinus1YearAmt
Current Tax Year$463,213CurrentTaxYearAmt
Total$1,631,560TotalAmt
FieldValueIRS element (for citing)
Total Support$79,469,216TotalSupportAmt
Gross Receipts Rltd Activities$53,534,603GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91960PublicSupportCY170Pct
Public Support PY1700.92620PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Explanation of Other Income:FormAndLineReferenceDesc
ExplanationConcessions and other - 2011 Amount: $ 129,516. 2012 Amount: $ 127,040. 2013 Amount: $ 639,691. 2014 Amount: $ 110,489. 2015 Amount: $ 168,996. FUNDRAISING - 2014 Amount: $ 161,611. 2015 Amount: $ 294,217.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$18,282FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$18,282FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$30,580,617FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$30,598,899FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$15,723CurrentYearMinus3Amt
Current Year Minus2$17,967CurrentYearMinus2Amt
Current Year Minus1$18,437CurrentYearMinus1Amt
Current Year$18,282CurrentYearAmt
Total$70,409TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$15,723CurrentYearMinus3Amt
Current Year Minus2$17,967CurrentYearMinus2Amt
Current Year Minus1$18,437CurrentYearMinus1Amt
Current Year$18,282CurrentYearAmt
Total$70,409TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,402,391BeginningYearBalanceAmt
Contributions$2,369,686ContributionsAmt
Investment Earnings Or Losses$2,979,405InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,572,846GrantsOrScholarshipsAmt
Other Expenditures$3,149,912OtherExpendituresAmt
Administrative Expenses$82,553AdministrativeExpensesAmt
End Year Balance$67,946,171EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$67,715,170BeginningYearBalanceAmt
Contributions$7,754,734ContributionsAmt
Investment Earnings Or Losses-$794,727InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,085,144GrantsOrScholarshipsAmt
Other Expenditures$2,094,903OtherExpendituresAmt
Administrative Expenses$92,739AdministrativeExpensesAmt
End Year Balance$69,402,391EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$62,317,116BeginningYearBalanceAmt
Contributions$1,136,019ContributionsAmt
Investment Earnings Or Losses$8,763,791InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,000,697GrantsOrScholarshipsAmt
Other Expenditures$1,501,059OtherExpendituresAmt
End Year Balance$67,715,170EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,977,049BeginningYearBalanceAmt
Contributions$493,000ContributionsAmt
Investment Earnings Or Losses$7,395,217InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,061,013GrantsOrScholarshipsAmt
Other Expenditures$1,379,269OtherExpendituresAmt
Administrative Expenses$107,868AdministrativeExpensesAmt
End Year Balance$62,317,116EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,573,366BeginningYearBalanceAmt
Contributions$191,772ContributionsAmt
Investment Earnings Or Losses$4,783,470InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,864,511GrantsOrScholarshipsAmt
Other Expenditures$1,594,286OtherExpendituresAmt
Administrative Expenses$112,762AdministrativeExpensesAmt
End Year Balance$58,977,049EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00150BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.96950PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02900TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,015OtherCostOrOtherBasisAmt
Depreciation$6,152DepreciationAmt
Book Value$1,863BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,487,064OtherCostOrOtherBasisAmt
Depreciation$1,983,807DepreciationAmt
Book Value$503,257BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$505,120TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM AFFILIATESDesc
Book Value$2,686,722BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,686,722TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED PENSION COSTS$7,217,998
DUE TO AFFILIATES$430,343
FieldValueIRS element (for citing)
Total Liability$7,648,341TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The endowment is held by The Baltimore Symphony Endowment Trust, a supporting organization. The endowment is used to support the charitable, literary and educational purposes associated with the promotion of an appreciation of orchestral and symphonic music.
Part X, Line 2:ASC 740, INCOME TAXES (ASC 740), PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AS WELL AS GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND CONSOLIDATED FINANCIAL STATEMENT REPORTING DISCLOSURES. FOR THESE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE SYMPHONY CONTINUES TO REMAIN SUBJECT TO EXAMINATION BY U.S. FEDERAL AUTHORITIES FOR THE YEARS 2013 THROUGH 2016. THE SYMPHONY RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURE AS A COMPONENT OF INCOME TAX EXPENSE. THE SYMPHONY DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF AUGUST 31, 2016 AND 2015.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SD&A TELESERVICESINCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15757 W Century Blvd Suite 300AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90045ZIPCd
FieldValueIRS element (for citing)
ActivityTELEFUNDINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$51,763GrossReceiptsAmt
Retained By Contractor$45,618RetainedByContractorAmt
Net To Organization$6,145NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$51,763TotalGrossReceiptsAmt
Total Retained By Contractors$45,618TotalRetainedByContractorsAmt
Total Net To Organization$6,145TotalNetToOrganizationAmt
Licensed StatesMDLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesVALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$924,067GrossReceiptsEvent1Amt
Charitable Contri Event1$629,850CharitableContriEvent1Amt
Gross Revenue Event1$294,217GrossRevenueEvent1Amt
Rent Facility Costs Event1$81,819RentFacilityCostsEvent1Amt
Food And Beverage Event1$79,940FoodAndBeverageEvent1Amt
Entertainment Event1$127,339EntertainmentEvent1Amt
Other Direct Expenses Event1$100,403OtherDirectExpensesEvent1Amt
Gross Receipts Total$924,067GrossReceiptsTotalAmt
Charitable Contributions Tot$629,850CharitableContributionsTotAmt
Gross Revenue Total Events$294,217GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$81,819RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$79,940FoodAndBeverageTotalEventsAmt
Entertainment Total Events$127,339EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$100,403OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$389,501DirectExpenseSummaryEventsAmt
Net Income Summary-$95,284NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b, Column (v)FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION USED A PROFESSIONAL FUNDRAISER DURING THE FISCAL YEAR 2016 TO PROVIDE GENERAL FUNDRAISING SERVICES FOR BSO.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
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 (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Mr Paul Meecham
President and CEO (Part Year)$279,783$0$5,362$0$17,768$0$32,500$0$25,719$0$361,132$0$0$0
Mr JOhn Verdon
Vice President and CFO (PART YEAR)$146,832$0$0$0$268$0$0$0$9,919$0$157,019$0$0$0
Mr Jonathan Carney
Concert Master$291,316$0$0$0$143$0$5,195$0$25,674$0$322,328$0$0$0
Ms Marin Alsop
Music Director$270,872$0$0$0$268$0$0$0$25,179$0$296,319$0$0$0
Mr Todd Price
Assistant Stage Manager$146,403$0$0$0$35$0$10,882$0$15,589$0$172,909$0$0$0
Ms Katherine Needleman
Principal Oboist$140,116$0$0$0$56$0$5,195$0$25,674$0$171,041$0$0$0
MR ENNIS SEIBERT
Stage Manager$131,446$0$0$0$252$0$9,510$0$15,537$0$156,745$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 4, DISCLOSURE INFORMATIONOPUS 3 ARTISTS, LLC A COMPANY THAT MANAGES DISTINGUISHED PERFORMING ARTISTS, WAS PAID $558,000, AS AN INDEPENDENT CONTRACTOR FOR MARIN ALSOP'S INDEPENDENT SERVICES OUTSIDE OF HER COMPENSATION AGREEMENT WITH THE BSO.
Line 4b:THE FOLLOWING PARTICIPATED IN BSO'S 457(F) PLAN: PAUL MEECHAM $17,500 THE FOLLOWING RECIEVED PAYMENTS AS PART OF THEIR PARTICIPATION IN BSO'S 457(F) PLAN: PAUL MEECHAM $17,500

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution59ContributionCnt
Noncash Contributions Rpt F990$421,191NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11THE FORM 990 WAS REVIEWED AND APPROVED BY THE Executive COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, PRIOR TO SUBMISSION. A COPY OF THE FORM 990 WAS ALSO EMAILED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING.
Form 990, Part VI, Section B, line 12cThe BSO has a Conflict of Interest policy that is available to all employees in the Staff Employee Handbook. The handbook is issued to every new employee of the BSO and the employee must sign to say that they have read and understood the information provided. The conflict of interest policy is monitored by management with emphasis on those areas that are especially susceptible to possible conflicts. Any potential conflicts would be dealt with on an individual basis by the President/CEO and the Director of Human Resources as necessary. THE CONFLICT OF INTEREST POLICY IS AFFIRMATIVELY REVIEWED AND SIGNED BY THE BOARD OF DIRECTORS EVERY YEAR.
Form 990, Part VI, Section B, line 15BSO formed a Compensation Committee in the late Summer of 2013 to specifically deal with the contract of the President and CEO. The Committee initiated research to determine reasonable compensation. That research was based on compensation information received from orchestras of comparable size in revenue, season length and orchestra size. Upon review of the data received, the Committee reached a conclusion and the specific contract was negotiated directly with the employee. It is the intention of the Board of Directors to keep the Compensation Committee active and available to handle compensation issues of top management, officers and key employees. The methods employed as described above will be used on a consistent basis to determine a reasonable wage for each position.
Form 990, Part VI, Section C, line 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
Form 990, Part IX, line 11gContractual Services: Program service expenses 779,747. Management and general expenses 283,847. Fundraising expenses 0. Total expenses 1,063,594. Conductors & Guest Artists: Program service expenses 3,053,612. Management and general expenses 0. Fundraising expenses 84,548. Total expenses 3,138,160.
Form 990, Part XI, line 9:PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS -2,210,291.
FORM 990, PAGE 12, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BALTIMORE SYMPHONY ENDOWMENT TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 CATHEDRAL STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd
FieldValueIRS element (for citing)
EIN770659339EIN
Primary Activitiessupport appreciation of orchestral and symphonic musicPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BALTIMORE SYMPHONY ORCHESTRA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CATHEDRAL PARKING INC
1212 CATHEDRAL STREETBALTIMOREMD21201521239270PARKING GARAGEMDN/AC0
Charitable Remainder Trust (2)
Charitable Remainder TrustMDT0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Baltimore Symphony Endowment Trust
C$3,572,846FMV
Baltimore Symphony Endowment Trust
E$3,330,000FMV
Baltimore Symphony Endowment Trust
Q$453,151fmv
Baltimore Symphony Endowment Trust
O$293,338FMV

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