2015-04-09T15:25:54-05:00 2014-08-31 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2013-09-01 520629696 BALTIMORE SYMPHONY ORCHESTRA INC BALT 4107838100 1212 CATHEDRAL STREET BALTIMORE MD 212015517 PAUL MEECHAM CEO 4107838095 2015-03-26 1 LORI S BURGHAUSER P00370694 4104031500 2015-03-26 2013 2016-02-25 16:41:14Z PAUL MEECHAM 1212 CATHEDRAL STREET BALTIMORE MD 212015517 28116842 0 X WWW.BSOMUSIC.ORG X 1942 MD PROVIDING SYMPHONIC CONCERTS,CULTURAL AND EDUCATIONAL. 32 30 521 350 0 0 14454675 15772802 10176564 10538140 11145 76746 281457 710894 24923841 27098582 0 0 0 0 15642428 15576145 133839 243191 1408023 9595735 9650190 25372002 25469526 -448161 1629056 10961253 12882109 15383652 15449919 -4422399 -2567810 X THE 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. 0 0 22554483 0 10538140 PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. 22554483 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 239 0 1 521 1 0 0 0 0 0 1 1 0 0 0 0 X 32 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X JOHN VERDON 4107838095 1212 CATHEDRAL STREET BALTIMORE MD 212015517 MR KENNETH W DEFONTES JR CHAIRMAN 2.00 0.00 X 0 0 0 MS LAINY LEBOW-SACHS VICE CHAIR 2.00 0.00 X 0 0 0 KATHLEEN A CHAGNON ESQ SECRETARY 2.00 0.00 X 0 0 0 HON STEVEN R SCHUH TREASURER 2.00 0.00 X 0 0 0 MR AGW BIDDLE III BOARD MEMBER 2.00 0.00 X 0 0 0 MS BARBARA M BOZZUTO BOARD MEMBER 2.00 0.00 X 0 0 0 MS CONSTANCE R CAPLAN BOARD MEMBER 2.00 0.00 X 0 0 0 MR ROBERT B COUTTS BOARD MEMBER 2.00 0.00 X 0 0 0 MR ALAN S EDELMAN BOARD MEMBER 2.00 0.00 X 0 0 0 MS SUSAN G ESSERMAN BOARD MEMBER 2.00 0.00 X 0 0 0 MR MICHAEL G HANSEN BOARD MEMBER 2.00 0.00 X 0 0 0 MS DENISE HARGROVE BOARD MEMBER 2.00 0.00 X 0 0 0 MR MURRAY M KAPPELMAN MD BOARD MEMBER 2.00 0.00 X 0 0 0 MR STEPHEN M LANS BOARD MEMBER 2.00 0.00 X 0 0 0 MS SANDRA LEVI GERSTUNG BOARD MEMBER 2.00 0.00 X 0 0 0 MS AVA LIAS-BOOKER ESQ BOARD MEMBER 2.00 0.00 X 0 0 0 MS SUSAN M LISS ESQ BOARD MEMBER 2.00 0.00 X 0 0 0 MR HOWARD MAJEV ESQ BOARD MEMBER 2.00 0.00 X 0 0 0 MS LIDDY MANSON BOARD MEMBER 2.00 0.00 X 0 0 0 MR HILLARY B MILLER BOARD MEMBER 2.00 0.00 X 0 0 0 MS MARGE PENHALLEGON BOARD MEMBER 2.00 0.00 X 0 0 0 MR MICHAEL P PINTO BOARD MEMBER 2.00 0.00 X 0 0 0 MR E ALBERT REECE MD BOARD MEMBER 2.00 0.00 X 0 0 0 MR SCOTT RIFKIN MD BOARD MEMBER 2.00 0.00 X 0 0 0 MRS ANN L ROSENBERG BOARD MEMBER 2.00 0.00 X 0 0 0 MR BRUCE E ROSENBLUM BOARD MEMBER 2.00 0.00 X 0 0 0 MR STEPHEN D SHAWE ESQ BOARD MEMBER 2.00 0.00 X 0 0 0 HON JAMES T SMITH JR BOARD MEMBER 2.00 0.00 X 0 0 0 MR SOLOMON H SNYDER MD BOARD MEMBER 2.00 0.00 X 0 0 0 MR ANDREW A STERN BOARD MEMBER 2.00 0.00 X 0 0 0 MS MARIA TILDON BOARD MEMBER 2.00 0.00 X 0 0 0 MR GREGORY W TUCKER BOARD MEMBER 2.00 0.00 X 0 0 0 MS AMY WEBB BOARD MEMBER 2.00 0.00 X 0 0 0 MR JEFFREY T ZOLLER BOARD MEMBER 2.00 0.00 X 0 0 0 PAUL MEECHAM PRESIDENT AND CEO 39.00 1.00 X X 241887 0 24420 JOHN VERDON VICE PRESIDENT AND CFO 39.00 1.00 X 120323 0 7775 JONATHAN CARNEY CONCERT MASTER 40.00 0.00 X 261561 0 35511 MARIN ALSOP MUSIC DIRECTOR 40.00 0.00 X 253327 0 24420 ENNIS SEIBERT STAGE MANAGER 40.00 0.00 X 209255 0 17944 DALE HEDDING VP OF DEVELOPMENT 40.00 0.00 X 148089 0 9543 TODD PRICE ASSISTANT STAGE MANAGER 40.00 0.00 X 197612 0 17594 1432054 0 137207 20 0 1 0 MARIN ALSOP CO OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH 9TH FLOOR NEW YORK NY 10016 CONDUCTOR 637000 SD&A TELESERVICE 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 SALES & FUNDRAISING 292954 CES SECURITY INC 115 MCHENRY AVENUE BALTIMORE MD 21208 SECURITY 150422 EXCEL LIGHTING SERVICES 7016 GOLDEN RING RD BALTIMORE MD 21237 LIGHTING PRODUCTION 127410 SPECTRUM CATERING PO BOX 7130 WOODLANDS TX 77387 CATERING 125602 6 575683 3000697 3103786 9092636 335310 15772802 CONCERT INCOME 711130 9995022 9995022 BSYO TUITION REVENUE 711130 393759 393759 OTHER PROGRAM SERVICE REVENUE 711130 149359 149359 10538140 76746 76746 928876 694373 234503 234503 234503 160587 575683 323887 -163300 -163300 INSURANCE REIMBURSEMENT 900099 520895 520895 CONCESSIONS 722210 118796 118796 639691 27098582 10538140 0 787640 X 568240 170472 284120 113648 11366099 10385344 372454 608301 935265 920132 15133 1935660 1839696 10610 85354 884529 778740 57670 48119 17076 17076 36466 36466 17967 17967 129543 129543 2632343 2501851 95130 35362 2221453 2221453 588641 323391 113512 151738 153673 16598 137075 1603495 1603495 298131 269315 12474 16342 19277 12014 7263 130113 130113 264663 23718 240945 PROGRAMS 494094 494094 EQUIPMENT RENTAL 271855 271855 CREDIT CARD FEES 186676 186676 EQUIPMENT HAULING 163456 163456 550811 254084 84374 212353 25469526 22554483 1507020 1408023 700 700 5448650 4875407 1205196 2714020 311939 520974 1617108 1601479 2221496 1622730 379176 598766 1998484 2570763 10961253 12882109 1775648 2768334 6683731 6011900 6924273 6669685 15383652 15449919 X -5701232 -5612077 1278833 3044267 -4422399 -2567810 10961253 12882109 X 1629056 21865 203668 X X 0 1 X 1 0 X 15314769 14886487 13333461 14454675 15772802 73762194 15314769 14886487 13333461 14454675 15772802 73762194 575420 73186774 602487 821059 1064283 723366 1005622 4216817 77979011 51408190 0.93850 0.94510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17967 17967 25451559 25469526 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 14895 16291 15723 17967 64876 250000 250000 250000 250000 1000000 1500000 14895 16291 15723 17967 64876 0 62317116 1136019 8763791 3000697 1501059 0 67715170 58977049 493000 7395217 3061013 1379269 107868 62317116 58573366 191772 4783470 2864511 1594286 112762 58977049 54379133 7552110 2872540 386134 99203 58573366 52187854 1097917 4235879 23653963 339687 148867 54379133 1.00000 0 1 1 10835 4549 6286 2210661 1618181 592480 598766 DUE FROM AFFILIATES 2540763 PREPAID PENSION COSTS 30000 2570763 ACCRUED PENSION COSTS 6634585 ACCRUED RETIREMENT BENEFITS 35100 6669685 X 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 2011 THROUGH 2014. 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, 2014 AND 2013. X X X X X X X 1 SD&A TELESERVICESINC 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEFUNDING 0 248028 129543 118485 248028 129543 118485 MD DC VA GALA 651270 490683 160587 9528 314359 BSA SHOWHOUSE 85000 85000 736270 575683 160587 9528 314359 323887 -163300 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION USED A PROFESSIONAL FUNDRAISER DURING THE FISCAL YEAR 2014 TO PROVIDE GENERAL FUNDRAISING SERVICES FOR BSO. X X 0 0 0 0 0 0 0 0 0 PAUL MEECHAM PRESIDENT AND CEO 241629 0 0 0 258 0 0 0 24420 0 266307 0 0 0 JONATHAN CARNEY CONCERT MASTER 261423 0 0 0 138 0 10881 0 24630 0 297072 0 0 0 MARIN ALSOP MUSIC DIRECTOR 253069 0 0 0 258 0 0 0 24420 0 277747 0 0 0 ENNIS SEIBERT STAGE MANAGER 208997 0 0 0 258 0 6278 0 11666 0 227199 0 0 0 DALE HEDDING VP OF DEVELOPMENT 147999 0 0 0 90 0 0 0 9543 0 157632 0 0 0 TODD PRICE ASSISTANT STAGE MANAGER 197558 0 0 0 54 0 5928 0 11666 0 215206 0 0 0 PART II, LINE 4, DISCLOSURE INFORMATION OPUS 3 ARTISTS, LLC, A COMPANY THAT MANAGES DISTINGUISHED PERFORMING ARTISTS, IS PAID $637,000 AS AN INDEPENDENT CONTRACTOR FOR MARIN ALSOP'S INDEPENDENT SERVICES OUTSIDE OF HER COMPENSATION AGREEMENT WITH THE BSO. BALTIMORE GAS & ELECTRIC CO INC INDIRECT BUSINESS 122647 MR. DEFONTES, JR. WAS THE CHAIRMAN OF THE ORGANIZATION'S BOARD AND PRESIDENT AND CEO OF BALTIMORE, GAS & ELECTRIC CO. BALTIMORE GAS & ELECTRIC CO. IS THE ORGANIZATION'S MAIN UTILITY PROVIDER. 0 X 56 335310 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 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 12C THE 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 15 BSO 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 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS EMAILED TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART IX, LINE 11G CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 121,798. MANAGEMENT AND GENERAL EXPENSES 95,130. FUNDRAISING EXPENSES 35,362. TOTAL EXPENSES 252,290. CONDUCTORS & GUEST ARTISTS: PROGRAM SERVICE EXPENSES 2,380,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,380,053. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS 203,668. FORM 990, PAGE 12, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BALTIMORE SYMPHONY ENDOWMENT TRUST 1212 CATHEDRAL STREET BALTIMORE MD 21201 770659339 SUPPORT APPRECIATION OF ORCHESTRAL AND SYMPHONIC MUSIC MD 501(C)(3) 11A - TYPE I BALTIMORE SYMPHONY ORCHESTRA INC 1 CATHEDRAL PARKING INC 1212 CATHEDRAL STREET BALTIMORE MD 21201 521239270 PARKING GARAGE MD N/A C 0 CHARITABLE REMAINDER TRUST (2) CHARITABLE REMAINDER TRUST MD T 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 BALTIMORE SYMPHONY ENDOWMENT TRUST C 3000697 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST O 323853 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST Q 424421 FMV