2016-02-15T14:32:10-06:00 2015-06-30 042211907 MILLER WACHMAN LLP 100 CAMBRIDGE STREET 13TH FLOOR BOSTON MA 021142548 990 2014-07-01 042790069 BOSTON YOUTH SYMPHONY ORCHESTRAS INC BOST 6173535338 855 COMMONWEALTH AVENUE BOSTON MA 02215 DORIS FRITZ TREASURER 6173535338 2016-02-08 1 MARK J CONKLIN CPA P01454073 6173386800 2016-02-08 2014 2016-08-17 19:52:53Z DORIS FRITZ 855 COMMONWEALTH AVENUE BOSTON MA 02215 2955316 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. 26 26 34 26 0 0 743682 1403366 1187936 1289912 55662 55777 156257 4452 2143537 2753507 91588 108737 0 0 1171770 1389560 0 0 300718 1082763 963859 2346121 2462156 -202584 291351 2299773 2551890 460862 433543 1838911 2118347 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 1289374 108737 1123244 ORCHESTRA OPERATIONS - TO SUPPORT THE PROGRAMMATIC WORK OF ALL THE ORCHESTRAS. 186992 122785 CONCERT PRODUCTIONS - TO PROVIDE LOGISTICAL SUPPORT TO THE ORCHESTRAS AT BOSTON UNIVERSITY AND OUTSIDE CONCERT VENUES. 187419 20386 MARKETING - TO MARKET THE ORCHESTRAS AND TO SELL TICKETS TO PATRONS 9797 23497 BOSTON SYMPHONY ORCHESTRA PARTNERSHIP - A CONCERT COLLABORATION OF BYSO STUDENTS AND BSO PROFESSIONAL MUSICIANS 9797 23497 1673582 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 80 0 1 34 1 0 0 0 0 0 0 0 0 0 0 X 26 26 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 GEORGE KECHES PRESIDENT 1.00 X X 0 0 0 MARK FLEMING SECRETARY 1.00 X X 0 0 0 DORIS FRITZ TREASURER 1.00 X X 0 0 0 DAVID BARNARD DIRECTOR 1.00 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 GRANT GAGNIER 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 JOE GRIMALDI VICE PRESIDENT 1.00 X X 0 0 0 CECILIA O'KEEFE DIRECTOR 1.00 X 0 0 0 JOHN SIMS JR DIRECTOR 1.00 X 0 0 0 KENDRICK CHOW DIRECTOR 1.00 X 0 0 0 DREW ADAMS 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 JONATHAN GERTLER MD DIRECTOR 1.00 X 0 0 0 DARBY HOBBS 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 ERAN EGOZY DIRECTOR 1.00 X 0 0 0 CYNTHIA MARKEY DIRECTOR 1.00 X 0 0 0 CATHERINE WEISKEL EXECUTIVE DIRECTOR 40.00 X 156885 0 27390 FEDERICO CORTESE MUSIC DIRECTOR 40.00 X 109773 0 0 266658 0 27390 2 0 1 0 0 168965 21500 1212901 24700 1403366 TUITION 611600 1123244 1123244 MARKETING 453000 143171 143171 BSO CONCERT REVENUE 611600 23497 23497 1289912 55656 55656 101691 255 101825 0 -134 255 121 121 91301 168965 95793 -4492 -4492 13135 4191 8944 8944 2753507 1289912 0 60229 X 108737 108737 195040 78016 78016 39008 1030044 711064 129133 189847 73781 24358 24569 24854 90695 58662 14966 17067 16867 16867 4000 4000 13148 13148 36760 36760 78442 78442 49297 29716 16522 3059 3692 3692 45618 35031 10587 23656 23656 CAMP ROOM AND BOARD 213117 213117 CONCERT HALL EXPENSE 78981 78981 SOLOISTS & MUSICIANS 78553 78553 CAPITAL CAMPAIGN EXPENS 51379 51379 270349 169208 78258 22883 2462156 1673582 487856 300718 328617 503172 26009 26994 114150 208300 12775 8249 1074 5147 860284 541808 314254 318476 1374376 1404854 128518 76698 2299773 2551890 153573 150773 277289 267770 30000 15000 460862 433543 X 997780 987214 408699 698701 432432 432432 1838911 2118347 2299773 2551890 291351 -11915 0 X 0 1 X 1 0 X 1063109 694926 1093681 743682 1234401 4829799 930516 1460321 1067788 1187936 1289912 5936473 1993625 2155247 2161469 1931618 2524313 10766272 0 0 0 10766272 28730 36063 39159 44455 55656 204063 28730 36063 39159 44455 55656 204063 85411 104855 148520 156257 173417 668460 2107766 2296165 2349148 2132330 2753386 11638795 0.92500 0.93870 0.01750 0.01510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 614736 -3467 611269 555146 59590 614736 506452 48694 555146 532398 5000 -5964 24982 506452 458888 73510 532398 0.70740 0.29260 0 0 139310 136829 2481 698117 382122 315995 22857 22857 0 318476 FIT OUT COST LIABILITY 15000 15000 X 2865373 -11915 209223 4191 201499 2663874 89633 89633 2753507 2585937 209223 4191 213414 2372523 89633 89633 2462156 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 4,191. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 89,133. ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 500. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,191. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 89,133. ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 500. GALA EVENT 260266 168965 91301 25680 70113 260266 168965 91301 25680 70113 95793 -4492 0 FINANCIAL AID 81 100237 STANDARD ENROLLMENT FEES SCHOLARSHIP 4 2000 CASH VALUE INSTRUMENT SCHOLARSHIPS 2 6500 CASH VALUE X 0 0 0 0 0 0 0 0 0 CATHERINE WEISKEL EXECUTIVE DIRECTOR 156885 0 0 0 0 0 0 0 27390 0 184275 0 0 0 X 6 15633 X MUSICAL INSTRUMENTS 3 24700 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 OTHER PRODUCTION EXPENSES: PROGRAM SERVICE EXPENSES 40,408. MANAGEMENT AND GENERAL EXPENSES 3,788. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,196. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 25,123. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,618. TOTAL EXPENSES 28,741. POSTAGE AND PRINTING: PROGRAM SERVICE EXPENSES 15,792. MANAGEMENT AND GENERAL EXPENSES 3,087. FUNDRAISING EXPENSES 7,550. TOTAL EXPENSES 26,429. OFFICE SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,625. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,625. CAMP COUNSELORS/TEACHERS/DIRECTORS: PROGRAM SERVICE EXPENSES 25,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,300. MUSIC: PROGRAM SERVICE EXPENSES 18,991. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,991. COMPUTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,658. FUNDRAISING EXPENSES 8,270. TOTAL EXPENSES 17,928. AUDITION ADJUDICATORS: PROGRAM SERVICE EXPENSES 16,286. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,286. CONDUCTORS/COACHES/COORDINATORS: PROGRAM SERVICE EXPENSES 12,592. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,592. PARENTS EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,960. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,960. SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,593. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,593. ICP STUDENT STIPENDS: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,026. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,026. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,326. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,326. INSTRUMENT RENTAL: PROGRAM SERVICE EXPENSES 4,716. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,716. POST CONCERT RECEPTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,445. TOTAL EXPENSES 3,445. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 195. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 195.