2017-02-01T13:15:42-06:00 2016-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990 2015-07-01 042678312 BOSTON PHILHARMONIC ORCHESTRA CORPORATION BOST 6172360999 236 HUNTINGTON AVE NO 209 BOSTON MA 02115 THOMAS RAFFA TREASURER 6172360999 2017-02-01 1 YEVGENIYA GORLOVSKY-SCHEPP CPA P01485484 5083669100 2017-02-01 2015 2021-01-29 14:40:06Z THOMAS RAFFA 236 HUNTINGTON AVENUE BOSTON MA 02115 2835371 0 X WWW.BOSTONPHIL.ORG X 1978 MA THE BOSTON PHILHARMONIC ORCHESTRA PROVIDES OPPORTUNITIES FOR AN EVOLVING COMMUNITY OF PROFESSIONAL, STUDENT, AND AMATEUR PLAYERS TO PERFORM TOGETHER, TO PRESENT CHALLENGING CLASSICAL REPERTOIRE, AND TO ENHANCE THE PUBLIC'S AWARENESS AND UNDERSTANDING OF MUSIC. 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. 20 19 16 21 0 0 2953799 2341051 438873 396435 5662 7300 -54129 -82478 3344205 2662308 47857 40700 0 0 411420 356389 0 0 282195 2375814 2483721 2835091 2880810 509114 -218502 1033073 862692 166813 211357 866260 651335 X THE BOSTON PHILHARMONIC 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 AUDIENCE 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 THE 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. WE SEEK TO PROVIDE THESE TOOLS, AND IN 0 0 2307578 40700 400020 PROVIDE OPPORTUNITIES FOR AN EVOLVING COMMUNITY OF PROFESSIONAL, STUDENT, AND AMATEUR PLAYERS TO PERFORM TOGETHER, TO PRESENT CHALLENGING CLASSICAL REPERTOIRE AND TO ENHANCE THE PUBLIC'S AWARENESS AND UNDERSTANDING OF MUSIC. THROUGH ITS RECORDINGS, PRE-CONCERT LECTURES AND AFFORDABLE CONCERT TICKETS, THE ORCHESTRA ACTIVELY SEEKS TO REDUCE BOUNDARIES BETWEEN AUDIENCES AND THE MUSIC ITSELF. THE ORCHESTRA ANNUALLY PRESENTS FOUR (4) CONCERT SERIES IN BOSTON AREA VENUES, INCLUDING JORDAN HALL, SANDERS THEATRE, AND SYMPHONY HALL. THE BOSTON PHILHARMONIC YOUTH ORCHESTRA PRESENTS THREE (3) CONCERTS PER YEAR IN BOSTON AREA VENUES, INCLUDING SYMPHONY HALL AND SANDERS THEATRE. WITH A MOTTO OF "SHAPING FUTURE LEADERS THROUGH MUSIC," BPYO MEMBERS RANGE IN AGE FROM 12 TO 21, AND ARE SELECTED BY ANNUAL AUDITIONS. BPYO OFFERS A UNIQUE OPPORTUNITY FOR YOUNG INSTRUMENTALISTS WHO WANT TO STUDY GREAT ORCHESTRAL REPERTOIRE IN A MUSICALLY DYNAMIC AND INTELLECTUALLY CHALLENGING COMMUNITY. IN ADDITION TO PERFORMING LOCALLY, THE BPYO TRAVELS AND PERFORMS ON INTERNATIONAL CONCERT TOURS. MEMBERS OF THE BPO SERVE AS SECTIONAL COACHES AND MUSICAL MENTORS TO BPYO MEMBERS.IN LIGHT OF OUR BELIEF THAT MUSIC IS FOR EVERYONE, EDUCATION AND OUTREACH ARE AT THE CORE OF THE 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. 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. THE CRESCENDO! COMMUNITY ENGAGEMENT PROGRAMS BRING BPO AND BPYO MUSICIANS TO STUDENTS IN THEIR SCHOOLS AND BRING STUDENTS AND OTHERS WHO HAVEN'T EXPERIENCED LIVE PERFORMANCES TO REHEARSALS AND CONCERTS.IN ADDITION TO PERFORMING IN THE BOSTON AREA, THE BOSTON PHILHARMONIC YOUTH ORCHESTRA TOURS AND PERFORMS INTERNATIONALLY. THESE TOURS INVOLVE A MIX OF PERFORMANCES IN DISTINGUISHED CONCERT HALLS AND CULTURAL EXCHANGE AND OUTREACH ACTIVITIES, WHICH ALLOW BPYO MEMBERS TO SERVE AS AMBASSADORS AND GENEROUS CONTRIBUTORS, CENTRAL ASPECTS OF THEIR LEADERSHIP TRAINING. 2307578 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 258 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X ELISABETH CHRISTENSEN 6172360999 236 HUNTINGTON AVENUE STE 209 BOSTON MA 02115 FRANK TEMPESTA CHAIR 10.00 X X 0 0 0 DANIEL S WEIL VICE CHAIR 4.00 X X 0 0 0 TOM RAFFA TREASURER 4.00 X X 0 0 0 PETER LANDO SECRETARY 2.00 X X 0 0 0 STEPHANIE BROWN DIRECTOR 2.00 X 0 0 0 MATTHEW BRADFIELD DIRECTOR 1.00 X 0 0 0 MARA CALAME DIRECTOR 1.00 X 0 0 0 JEANNE COLACHICO DIRECTOR 1.00 X 0 0 0 ARMENNE DERDERIAN DIRECTOR, BPO ASSISTANT LI 1.00 X 1000 0 0 CHARLES DORNBUSH DIRECTOR 1.00 X 0 0 0 THOMAS GALLITANO DIRECTOR 1.00 X 0 0 0 JOHN HOTCHKISS DIRECTOR 1.00 X 0 0 0 LONSDALE KOESTER DIRECTOR 1.00 X 0 0 0 BRAD LORIMIER DIRECTOR 1.00 X 0 0 0 ANTHONY RUFO DIRECTOR 1.00 X 0 0 0 PETER SHECKMAN DIRECTOR 1.00 X 0 0 0 TIMOTHY TAYLOR DIRECTOR 1.00 X 0 0 0 NOEL THEODOSIOU 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 100000 0 6784 ELISABETH CHRISTENSEN MANAGING DIRECTOR 40.00 X 93462 0 5496 194462 0 12280 0 0 0 0 0 185118 16900 2139033 29927 2341051 CONCERT TICKET INCOME 711130 396435 396435 396435 5258 5258 41795 39753 2042 2042 2042 47247 185118 133310 -86063 -86063 OTHER REVENUE 900099 3585 3585 3585 2662308 400020 0 -78763 40700 40700 105283 37768 47104 20411 197336 63147 96695 37494 29895 6849 18153 4893 23875 7640 11699 4536 41485 13275 20328 7882 81767 51195 22030 8542 407203 237859 169344 41806 13378 20485 7943 7804 2497 3824 1483 237918 202769 25329 9820 6069 1942 2974 1153 399 128 195 76 20808 6659 10195 3954 11162 3572 5469 2121 TOUR PRODUCTION 1016080 1016080 CONCERT MGM'T & RELATED 508546 508546 TICKET/BOX OFFICE FEES 55456 55456 COMMUNITY ENGAGEMENT 33836 33836 13382 4282 6557 2543 2880810 2307578 291037 282195 1833 633 648132 384612 68674 171257 35005 1294 20207 35297 130258 64887 57544 65371 201678 195429 0 8799 1033073 862692 109387 96739 42859 103491 14567 11127 166813 211357 X 711186 527567 140074 108768 15000 15000 866260 651335 1033073 862692 -218502 3577 0 X X 0 1 X 1 0 X 804861 1629817 1713627 2953799 2341051 9443155 804861 1629817 1713627 2953799 2341051 9443155 1478910 7964245 4133 1429 1064 3887 5258 15771 10039 3585 13624 9472550 2225534 0.84080 0.56480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 10,039. 2015 AMOUNT: $ 3,585. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17821 694 18515 17155 666 17821 15000 2808 653 17155 51785 4045 9000 31830 15000 45955 9445 3615 51785 0.00000 0.81020 0.18980 0 0 23330 2009 21321 106928 62878 44050 65371 CAPITAL LEASE OBLIGATION 9253 DEFERRED RENT 1874 11127 X 2973477 3577 174282 133310 311169 2662308 0 2662308 3188402 174282 133310 307592 2880810 0 2880810 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 UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDED JUNE 30, 2016, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. AS OF JUNE 30, 2016, TAX YEARS REASONABLY CONSIDERED OPEN AND SUBJECT TO EXAMINATION INCLUDE RETURNS FOR THE YEARS ENDED JUNE 30, 2013 THROUGH JUNE 30, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE FOR FORM 990 PURPOSES. 133,310. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE FOR FORM 990 PURPOSES. 133,310. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING AND PROGRAM SERVICES 6 CONCERTS IN SPAIN 545472 0 0 0 0 0 0 545472 0 545472 0 0 0 0 0 0 GALA 232365 185118 47247 9024 75438 12200 36648 NONE 232365 185118 47247 9024 75438 12200 36648 133310 -86063 0 BENJAMIN ZANDER CONDUCTING FELLOWSHIP 1 10500 BOSTON PHILHARMONIC ORCHESTRA FELLOWSHIP 1 30200 SCHEDULE I PART I LINE 2 BENJAMIN ZANDER CONDUCTING FELLOWSHIP: THE BOARD APPROVES THE PAYMENT OF THE GRANT TO RECIPIENT. THE RECIPIENT OF THE GRANT IS REQUIRED TO SUBMIT A MID-YEAR REPORT TO THE BOARD DESCRIBING HIS OR HER EXPERIENCES TO DATE PRIOR TO THE PAYMENT OF THE SECOND INSTALLMENT. THE RECIPIENT MAY USE THE PROCEEDS FOR WHATEVER HE OR SHE SEES FIT AS DESCRIBED IN HIS OR HER APPLICATION. IF THE FELLOW IS UNABLE TO SERVE THE FULL DURATION OF THE FELLOWSHIP, UNPAID MONIES REVERT BACK TO THE FELLOWSHIP FUND. THE FELLOW IS REQUIRED TO SIGN AN AGREEMENT STIPULATING THE ABOVE CONDITIONS. BOSTON PHILHARMONIC ORCHESTRA FELLOWSHIP: AN INTENSIVE LEARNING OPPORTUNITY WITH THE BOSTON PHILHARMONIC ORCHESTRA AND THE BOSTON PHILHARMONIC YOUTH ORCHESTRA UNDER MUSIC DIRECTOR BENJAMIN ZANDER, THIS FELLOWSHIP COMBINES MUSICAL PREPARATION DUTIES FOR BOTH ORCHESTRAS AND CRESCENDO! OUTREACH INITIATIVES WITH ARTISTIC/ADMINISTRATIVE SUPPORT OF ORCHESTRA ACTIVITIES. X 3 29927 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 FY16.