2017-02-28T08:25:41-06:00 2016-06-30 042211907 MILLER WACHMAN LLP 100 CAMBRIDGE STREET 13TH FLOOR BOSTON MA 021142548 990 2015-07-01 042790069 BOSTON YOUTH SYMPHONY ORCHESTRAS INC BOST 6173535338 855 COMMONWEALTH AVENUE BOSTON MA 02215 JEAN-MARC BERTEAUX TREASURER 6173535338 2017-02-11 1 MARK J CONKLIN CPA P01454073 6173386800 2017-02-11 2015 2021-01-29 14:40:06Z JEAN-MARC BERTEAUX 855 COMMONWEALTH AVENUE BOSTON MA 02215 3765384 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 40 23 0 0 1403366 2003277 1289912 1432131 55777 39653 4452 20468 2753507 3495529 108737 130131 0 0 1389560 1491771 0 0 317391 963859 1110391 2462156 2732293 291351 763236 2551890 3272940 433543 443781 2118347 2829159 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 1385364 130131 1211524 ORCHESTRA OPERATIONS - TO SUPPORT THE PROGRAMMATIC WORK OF ALL THE ORCHESTRAS. 219871 105448 CONCERT PRODUCTIONS - TO PROVIDE LOGISTICAL SUPPORT TO THE ORCHESTRAS AT BOSTON UNIVERSITY AND OUTSIDE CONCERT VENUES. 261867 16574 MARKETING - TO MARKET THE ORCHESTRAS AND TO SELL TICKETS TO PATRONS 79395 98585 BOSTON SYMPHONY ORCHESTRA PARTNERSHIP - A CONCERT COLLABORATION OF BYSO STUDENTS AND BSO PROFESSIONAL MUSICIANS 79395 98585 1946497 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 96 0 1 40 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 DORIS FRITZ TREASURER 1.00 X X 0 0 0 ERAN EGOZY SECRETARY 1.00 X X 0 0 0 KIMBERLY Y JONES DIRECTOR 1.00 X 0 0 0 RONAN LEFKOWITZ DIRECTOR 1.00 X 0 0 0 JEAN-MARC BERTEAUX 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 ANDY WEST EFFECTIVE 1215 DIRECTOR 1.00 X 0 0 0 CECILIA O'KEEFE DIRECTOR 1.00 X 0 0 0 KENDRICK CHOW DIRECTOR 1.00 X 0 0 0 DREW ADAMS THROUGH 1215 DIRECTOR 1.00 X 0 0 0 MARGARET CARLSON DIRECTOR 1.00 X 0 0 0 MARGARET CHEN DIRECTOR 1.00 X 0 0 0 MARYTERESA CREALESE DIRECTOR 1.00 X 0 0 0 DARBY HOBBS THROUGH 116 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 163657 0 28087 FEDERICO CORTESE MUSIC DIRECTOR 40.00 X 111395 0 0 275052 0 28087 2 0 1 0 0 176550 122000 1704727 23847 2003277 TUITION 611600 1211524 1211524 MARKETING 453000 122022 122022 BSO CONCERT REVENUE 611600 98585 98585 1432131 53746 53746 162554 176647 -14093 -14093 -14093 97317 176550 87583 9734 9734 16359 5625 10734 10734 3495529 1432131 0 60121 X 130131 130131 214872 85949 85949 42974 1118337 791682 129385 197270 71815 27757 15484 28574 86747 62775 12368 11604 17415 17415 6356 6356 49641 49641 86844 86844 50638 29396 16716 4526 1777 1777 49319 39204 10115 24520 24520 CAMP ROOM AND BOARD 208775 208775 SOLOISTS & MUSICIANS 107605 107605 OTHER PRODUCTION EXPENS 99671 96400 3271 CONCERT HALL EXPENSE 77592 77592 330238 239590 58205 32443 2732293 1946497 468405 317391 503172 158829 26994 228243 208300 1062126 8249 81561 5147 4180 894911 591127 318476 303784 1404854 1238397 76698 195820 2551890 3272940 150773 132431 267770 311350 15000 0 433543 443781 X 987214 1066787 698701 1328940 432432 433432 2118347 2829159 2551890 3272940 763236 -52424 0 X 0 1 X 1 0 X 694926 1093681 743682 1234401 1826727 5593417 1460321 1067788 1187936 1289912 1432131 6438088 2155247 2161469 1931618 2524313 3258858 12031505 0 0 0 12031505 36063 39159 44455 55656 53746 229079 36063 39159 44455 55656 53746 229079 104855 148520 156257 173417 197018 780067 2296165 2349148 2132330 2753386 3509622 13040651 0.92260 0.92500 0.01760 0.01750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 611269 1000 -19414 592855 614736 -3467 611269 555146 59590 614736 506452 48694 555146 532398 5000 -5964 24982 506452 0.73110 0.26890 0 0 139310 138269 1041 732744 430001 302743 22857 22857 0 303784 MONEY MARKEY FUNDS 195820 F 195820 X 3506851 -52424 169214 5625 122415 3384436 111093 111093 3495529 2796039 169214 5625 174839 2621200 111093 111093 2732293 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 5,625. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 111,093. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,625. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 111,093. GALA EVENT 273867 176550 97317 22725 64858 273867 176550 97317 22725 64858 87583 9734 0 FINANCIAL AID 84 119371 STANDARD ENROLLMENT FEES SCHOLARSHIP 4 2000 CASH VALUE INSTRUMENT SCHOLARSHIPS 7 8760 CASH VALUE X 0 0 0 0 0 0 0 0 0 CATHERINE WEISKEL EXECUTIVE DIRECTOR 163657 0 0 0 0 0 0 0 28087 0 191744 0 0 0 X 7 11523 X MUSICAL INSTRUMENTS 16 23847 APPRAISED VALUES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 CAPITAL CAMPAIGN EXPENSE: PROGRAM SERVICE EXPENSES 53,938. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,938. CONDUCTORS/COACHES/COORDINATORS: PROGRAM SERVICE EXPENSES 31,026. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,026. CAMP COUNSELORS/TEACHERS/DIRECTORS: PROGRAM SERVICE EXPENSES 27,630. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,630. POSTAGE AND PRINTING: PROGRAM SERVICE EXPENSES 15,176. MANAGEMENT AND GENERAL EXPENSES 3,167. FUNDRAISING EXPENSES 8,792. TOTAL EXPENSES 27,135. ARTISTIC EXPENSES: PROGRAM SERVICE EXPENSES 25,548. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,548. OFFICE SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,064. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,064. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 15,443. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,498. TOTAL EXPENSES 19,941. MUSIC: PROGRAM SERVICE EXPENSES 18,973. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,973. COMPUTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,140. FUNDRAISING EXPENSES 10,252. TOTAL EXPENSES 17,392. AUDITION ADJUDICATORS: PROGRAM SERVICE EXPENSES 16,928. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,928. BAD DEBTS: PROGRAM SERVICE EXPENSES 12,105. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,105. INSTRUMENT RENTAL: PROGRAM SERVICE EXPENSES 12,098. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,098. SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,330. ICP STUDENT STIPENDS: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. PARENTS EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,942. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,942. POST CONCERT RECEPTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,901. TOTAL EXPENSES 8,901. OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,488. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,488. RECRUITMENT: PROGRAM SERVICE EXPENSES 725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 725. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 681. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 681. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 393. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 393.