BOSTON PHILHARMONIC ORCHESTRA CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON PHILHARMONIC ORCHESTRA CORPORATION (EIN 04-2678312)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-22
- IRS object ID
- 201511129349300211
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-22T12:26:19-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042690326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN T CHIPMAN & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 WASHINGTON STREET | AddressLine1 |
| City | NORWOOD | City |
| State | MA | State |
| ZIP Code | 02062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042678312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON PHILHARMONIC ORCHESTRA CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOST | BusinessNameControlTxt |
| Phone | 6172360999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 HUNTINGTON AVENUE NO 210 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL RICCHI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9786241178 | PhoneNum |
| Signature | 2015-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M ZWICKER CPA | PreparerPersonNm |
| PTIN | P01204492 | PTIN |
| Phone | 7817626272 | PhoneNum |
| Preparation | 2015-03-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL RICCHI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE SUITE 3710 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,340,011 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOSTONPHIL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE OPPORTUNITIES FOR AN EVOLVING COMMUNITY OF AMATEUR, STUDENT AND PROFESSIONAL PLAYERS TO PERFORM TOGETHER, TO PRESENT CHALLENGING CLASSICAL REPERTOIRES AND TO ENHANCE THE PUBLIC'S AWARENESS AND UNDERSTANDING OF MUSIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,629,817 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,713,627 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $432,308 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $558,739 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,580 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,211 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$120,039 | PYOtherRevenueAmt |
| CY Other Revenue | -$69,996 | CYOtherRevenueAmt |
| PY Total Revenue | $1,955,666 | PYTotalRevenueAmt |
| CY Total Revenue | $2,205,581 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,543 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $307,511 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $331,626 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $36,442 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,597,703 | PYOtherExpensesAmt |
| CY Other Expenses | $1,478,295 | CYOtherExpensesAmt |
| PY Total Expenses | $1,914,214 | PYTotalExpensesAmt |
| CY Total Expenses | $1,852,464 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $41,452 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $353,117 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $516,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $538,050 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $518,589 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $184,158 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,182 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $353,892 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE OPPORTUNITIES FOR AN EVOLVING COMMUNITY OF AMATEUR, STUDENT AND PROFESSIONAL PLAYERS TO PERFORM TOGETHER, TO PRESENT CHALLENGING CLASSICAL REPERTOIRES AND TO ENHANCE THE PUBLIC'S AWARENESS AND UNDERSTANDING OF MUSIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,672,672 | ExpenseAmt |
| Grant | $42,543 | GrantAmt |
| Revenue | $570,636 | RevenueAmt |
| Desc | PROVIDE OPPORTUNITIES FOR AN EVOLVING COMMUNITY OF AMATEUR, STUDENT AND PROFESSIONAL PLAYERS TO PERFORM TOGETHER, TO PRESENT CHALLENGING CLASSICAL REPERTOIRES 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 JORDAN HALL AND SANDERS THEATRE, VENUES IN THE GREATER BOSTON AREA. IN ADDITION, THE ORCHESTRA BEGAN THE BOSTON PHILHARMONIC YOUTH ORCHESTRA ("BPYO"), AN INITIATIVE WHICH PRESENTS CONCERT SERIES AT VARIOUS VENUES THROUGHOUT THE YEAR. THE MEMBERS OF THE ORCHESTRA PARTICIPATE WITH BPYO MEMBERS AS MUSICAL MENTORS, WORKING WITH YOUNGER MUSICIANS IN LOCAL SCHOOLS AND PROGRAMS. | Desc |
| Total Program Service Expenses | $1,672,672 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 205 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISABETH CHRISTENSEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172360999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 HUNTINGTON AVENUE SUITE 210 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| FRANK TEMPESTA | ||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL G RICCHI | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER C LANDO | ||||||
| CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID BERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE L BROWN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ARMENNE DERDERIAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES DORNBUSH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM GALLITANO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M HOTCHKISS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL KOWAL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER LOMBARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY E RUFO ESQ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER SAUER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER SHECKMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN SHEPERD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY A TAYLOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD J TRANT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL S WEIL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN ZANDER | ||||||
| MUSIC DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | |
| MARK CANTRELL | ||||||
| FORMER GENERAL MANAGER | 40.00 | Yes (X) | $67,210 | $0 | $0 | |
| ELISABETH CHRISTENSEN | ||||||
| GENERAL MANAGER | 40.00 | Yes (X) | $74,616 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,826 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $173,929 | FundraisingAmt |
| Government Grants | $8,200 | GovernmentGrantsAmt |
| All Other Contributions | $1,531,498 | AllOtherContributionsAmt |
| Noncash Contributions | $17,216 | NoncashContributionsAmt |
| Total Contributions | $1,713,627 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET INCOME | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $558,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $558,739 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $558,739 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,064 | TotalRevenueColumnAmt |
| Exclusion | $1,064 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,362 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,215 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,147 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,147 | TotalRevenueColumnAmt |
| Exclusion | $2,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $33,726 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $173,929 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $115,619 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$81,893 | TotalRevenueColumnAmt |
| Exclusion | -$81,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,949 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,596 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,353 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,544 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,544 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,544 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,205,581 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $570,636 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$78,682 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,543 | TotalAmt |
| Program Services | $42,543 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,896 | TotalAmt |
| Program Services | $48,948 | ProgramServicesAmt |
| Management And General | $34,264 | ManagementAndGeneralAmt |
| Fundraising | $14,684 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,004 | TotalAmt |
| Program Services | $153,507 | ProgramServicesAmt |
| Management And General | $19,357 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,181 | TotalAmt |
| Program Services | $32,412 | ProgramServicesAmt |
| Management And General | $3,454 | ManagementAndGeneralAmt |
| Fundraising | $1,315 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,545 | TotalAmt |
| Program Services | $18,309 | ProgramServicesAmt |
| Management And General | $4,102 | ManagementAndGeneralAmt |
| Fundraising | $1,134 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787 | TotalAmt |
| Management And General | $787 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,183 | TotalAmt |
| Management And General | $36,183 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,503 | TotalAmt |
| Program Services | $49,250 | ProgramServicesAmt |
| Management And General | $10,490 | ManagementAndGeneralAmt |
| Fundraising | $13,763 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,551 | TotalAmt |
| Program Services | $216,551 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,842 | TotalAmt |
| Program Services | $24,989 | ProgramServicesAmt |
| Management And General | $7,909 | ManagementAndGeneralAmt |
| Fundraising | $2,944 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,853 | TotalAmt |
| Program Services | $288,318 | ProgramServicesAmt |
| Management And General | $4,535 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,168 | TotalAmt |
| Program Services | $4,161 | ProgramServicesAmt |
| Management And General | $705 | ManagementAndGeneralAmt |
| Fundraising | $302 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,264 | TotalAmt |
| Management And General | $8,264 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,199 | TotalAmt |
| Management And General | $3,199 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,628 | TotalAmt |
| Program Services | $9,690 | ProgramServicesAmt |
| Management And General | $1,938 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,179 | TotalAmt |
| Program Services | $8,886 | ProgramServicesAmt |
| Management And General | $4,293 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MUSICIANS AND SOLOISTS | $485,258 | $485,258 | ||
| PRODUCTION COSTS | $101,257 | $101,257 | ||
| TICKET & BOX OFFICE FEE | $90,219 | $90,219 | ||
| PRINTING & PUBLICATIONS | $52,476 | $50,081 | $235 | $2,160 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,928 | TotalAmt |
| Program Services | $48,293 | ProgramServicesAmt |
| Management And General | $3,635 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,852,464 | TotalAmt |
| Program Services | $1,672,672 | ProgramServicesAmt |
| Management And General | $143,350 | ManagementAndGeneralAmt |
| Fundraising | $36,442 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,545 | BOYAmt |
| EOY | $261,265 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $19,448 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,689 | BOYAmt |
| EOY | $36,897 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,631 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,100 | BOYAmt |
| EOY | $2,241 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,388 | BOYAmt |
| EOY | $34,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,795 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,973 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,413 | BOYAmt |
| EOY | $54,822 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,641 | BOYAmt |
| EOY | $128,598 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,407 | BOYAmt |
| EOY | $538,050 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,349 | BOYAmt |
| EOY | $19,523 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,956 | BOYAmt |
| EOY | $164,635 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,284 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,589 | BOYAmt |
| EOY | $184,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$147,935 | BOYAmt |
| EOY | $205,984 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,753 | BOYAmt |
| EOY | $132,908 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,182 | BOYAmt |
| EOY | $353,892 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,407 | BOYAmt |
| EOY | $538,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $353,117 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,957 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $662,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $674,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $804,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,629,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,713,627 | CurrentTaxYearAmt |
| Total | $5,485,686 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $662,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $674,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $804,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,629,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,713,627 | CurrentTaxYearAmt |
| Total | $5,485,686 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,333,249 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,152,437 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,064 | CurrentTaxYearAmt |
| Total | $15,364 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,501,050 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,403,418 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,808 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $653 | OtherExpendituresAmt |
| End Year Balance | $17,155 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,785 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,045 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,830 | OtherExpendituresAmt |
| End Year Balance | $15,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,955 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,445 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,615 | OtherExpendituresAmt |
| End Year Balance | $51,785 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,761 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $27,925 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,731 | OtherExpendituresAmt |
| End Year Balance | $45,955 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,352 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,191 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,782 | OtherExpendituresAmt |
| End Year Balance | $21,761 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.87440 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12560 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,795 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,973 | DepreciationAmt |
| Book Value | $54,822 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,822 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,373,753 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,957 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $48,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $117,215 | OtherRevenueAmt |
| Revenue Not Reported | $168,172 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,205,581 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,205,581 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,017,679 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $48,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $117,215 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $165,215 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,852,464 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,852,464 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORCHESTRA'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE ONGOING SUPPORT OF THE ORCHESTRA AS WELL AS SPECIFIC PURPOSES. |
| PART X, LINE 2: | PART X, LINE 2: THE ORCHESTRA HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME. THERE WAS NO PROVISION FOR INCOME TAX FOR THE ORCEHSTRA FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, AS THE ORCHESTRA HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME. 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 YEARS ENDED JUNE 30, 2014 AND 2013, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. AS OF JUNE 30, 2014, TAX YEARS REASONABLY CONSIDERED OPEN AND SUBJECT TO EXAMINATION INCLUDE RETURNS FOR THE YEARS ENDED JUNE 30, 2011 THROUGH JUNE 30, 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS PAID FOR GALA BENEFIT AND INVENTORY PURCHASES CLASSIFIED AS EXPENSES ON FINANCIAL STATEMENTS BUT NETTED AGAINST REVENUE FOR TAX RETURN PURPOSES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS PAID FOR GALA BENEFIT AND INVENTORY PURCHASES CLASSIFIED AS EXPENSES ON FINANCIAL STATEMENTS BUT NETTED AGAINST REVENUE FOR TAX RETURN PURPOSES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA BENEFIT CONCERT | NameOfEvent1Amt |
| Gross Receipts Event1 | $207,655 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $173,929 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,726 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $55,327 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,991 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $47,301 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $207,655 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $173,929 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,726 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $55,327 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,991 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,301 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $115,619 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$81,893 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| BENJAMIN ZANDER CONDUCTING FELLOWSHIP | 1 | $15,000 | $0 | FMV |
| COMMUNITY ENGAGEMENT FELLOWSHIP | 1 | $27,543 | $0 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BENJAMIN ZANDER FELLOWSHIP: ___________________________ THE BOARD APPROVES THE PAYMENT OF THE GRANT TO THE RECIPIENT. THE RECIPIENT OF THE GRANT IS REQUIRED TO SUBMIT A MID-YEAR REPORT TO THE BOARD DESCRIBING HIS OR HER EXPERIENCES TO DATE AS THE ZANDER FELLOW PRIOR TO PAYMENT OF THE SECOND INSTALLMENT. THE RECIPIENT OF THE FELLOWSHIP MAY USE THE PROCEEDS FOR WHATEVER PURPOSES HE OR SHE DEEMS FIT AS DESCRIBED IN HIS OR HER APPLICATION FOR THE FELLOWSHIP. PROVIDED THE FELLOW IS UNABLE TO SERVE THE FULL DURATION OF THE FELLOWSHIP, UNPAID FELLOWSHIP MONIES REVERT BACK TO THE FELLOWSHIP FUND. THE FELLOW IS REQUIRED TO SIGN AN AGREEMENT STIPULATING THE ABOVE. COMMUNITY ENGAGEMENT FELLOWSHIP: ________________________________ THE BOARD APPROVES THE PAYMENT OF THE GRANT TO THE RECIPIENT. THE RECIPIENT OF THE GRANT IS REQUIRED TO SUBMIT A MID-YEAR REPORT TO THE BOARD DESCRIBING HIS OR HER EXPERIENCES TO DATE AS THE BOSTON PHILHARMONIC ORCHESTRA COMMUNITY ENGAGEMENT FELLOW. THE RECIPIENT OF THE FELLOWSHIP MAY USE THE PROCEEDS FOR WHATEVER PURPOSES HE OR SHE DEEMS FIT AS DESCRIBED IN HIS OR HER APPLICATION FOR THE FELLOWSHIP. PROVIDED THE FELLOW IS UNABLE TO SERVE THE FULL DURATION OF THE FELLOWSHIP, UNPAID FELLOWSHIP MONIES REVERT BACK TO THE FELLOWSHIP FUND. THE FELLOW IS REQUIRED TO SIGN AN AGREEMENT STIPULATING THE ABOVE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS OF THE CORPORATION WERE AMENDED ON APRIL 8, 2014 BY ADDING AN ADDITIONAL CLASS OF DIRECTORS, ALLOWING THE FOUNDING MUSIC DIRECTOR TO SERVE AS A LIFE MEMBER OF THE BOARD OF DIRECTORS, REMOVING ANY REASONABLE COMPENSATION FOR ANY OFFICERS OR DIRECTORS AND REQUIRING MINIMUM FINANCIAL AND PERFORMANCE OBLIGATIONS OF EACH DIRECTOR. IN ADDITION, A PROVISION WAS ADDED THAT THE BOARD OF DIRECTORS MAY AT ANY TIME CREATE A BOARD OF OVERSEERS TO SUPPORT THE GENERAL WELL BEING OF THE CORPORATION THROUGH THE ATTENDANCE AT CONCERTS, FUND RAISING AND PROMOTION OF THE ACTIVITIES OF THE CORPORATION. |
| 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 COMPARABLE DATA AVAILABLE TO THEM FROM SIMILAR SIZED NOT FOR PROFIT ORGANIZATIONS AS WELL AS THE SPECIFIC REQUIREMENTS OF THE ORCHESTRA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Comments