2013-07-15T12:41:26-05:00 2012-08-31 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2011-09-01 520629696 BALTIMORE SYMPHONY ORCHESTRA INC BALT 4107838100 1212 CATHEDRAL STREET BALTIMORE MD 212015517 PAUL MEECHAM 4107838095 2013-07-12 1 LORI S BURGHAUSER P00370694 4104031500 2013-07-12 2011 2016-02-24 21:20:13Z PAUL MEECHAM 1212 CATHEDRAL STREET BALTIMORE MD 212015517 24775185 0 X WWW.BSOMUSIC.ORG X 1942 MD PROVIDING SYMPHONIC CONCERTS,CULTURAL AND EDUCATIONAL. 35 33 533 350 0 0 14886487 13333461 9189140 10068900 13057 11745 496737 572760 24585421 23986866 0 0 0 0 15994991 15157384 155195 151937 1452696 8603809 9807039 24753995 25116360 -168574 -1129494 12821932 11486183 16363905 17949724 -3541973 -6463541 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 21917762 0 10068900 PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. 21917762 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 1 201 0 1 533 1 0 0 0 0 0 1 1 0 0 0 0 X 35 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MD X JOHN VERDON 4107838095 1212 CATHEDRAL STREET BALTIMORE MD 212015517 MR KENNETH W DEFONTES JR 2.00 X 0 0 0 MS LAINY LEBOW-SACHS 2.00 X 0 0 0 KATHLEEN A CHAGNON ESQ 2.00 X 0 0 0 HON STEVEN R SCHUH 2.00 X 0 0 0 MR JIMMY BERG 2.00 X 0 0 0 MR AGW BIDDLE III 2.00 X 0 0 0 MR ROBERT L BOGOMOLNY 2.00 X 0 0 0 MS BARBARA M BOZZUTO 2.00 X 0 0 0 MS CONSTANCE R CAPLAN 2.00 X 0 0 0 MR ROBERT B COUTTS 2.00 X 0 0 0 MS SUSAN G DORSEY PHD 2.00 X 0 0 0 MR GEORGE A DRASTAL 2.00 X 0 0 0 MR ALAN S EDELMAN 2.00 X 0 0 0 MS SUSAN G ESSERMAN 2.00 X 0 0 0 MR MIKE HANSEN 2.00 X 0 0 0 MS BETH KAPLAN 2.00 X 0 0 0 MURRAY M KAPPELMAN MD 2.00 X 0 0 0 MS SANDRA LEVI GERSTUNG 2.00 X 0 0 0 MR JON H LEVINSON 2.00 X 0 0 0 AVA LIAS-BOOKER ESQ 2.00 X 0 0 0 SUSAN M LISS ESQ 2.00 X 0 0 0 HOWARD MAJEV ESQ 2.00 X 0 0 0 MS LIDDY MANSON 2.00 X 0 0 0 DR DAVID OROS 2.00 X 0 0 0 MS MARGE PENHALLEGON 2.00 X 0 0 0 MR MICHAEL P PINTO 2.00 X 0 0 0 MRS MARGERY POZEFSKY 2.00 X 0 0 0 SCOTT RIFKIN MD 2.00 X 0 0 0 MRS ANN L ROSENBERG 2.00 X 0 0 0 MR BRUCE E ROSENBLUM 2.00 X 0 0 0 MR RICHARD E RUDMAN 2.00 X 0 0 0 STEPHEN D SHAWE ESQ 2.00 X 0 0 0 HON JAMES T SMITH JR 2.00 X 0 0 0 SOLOMON H SNYDER MD 2.00 X 0 0 0 MR ANDREW A STERN 2.00 X 0 0 0 MR WILLIAM R WAGNER 2.00 X 0 0 0 PAUL MEECHAM 40.00 X X 238410 0 23433 BETH BUCK 40.00 X 92343 0 10548 MARIN ALSOP 40.00 X 245113 0 22661 DEBORAH BRODER 40.00 X 139644 0 23246 JONATHAN CARNEY 40.00 X 234217 0 38314 DALE HEDDING 40.00 X 144510 0 9396 ENNIS SEIBERT 40.00 X 184048 0 22874 1278285 0 150472 16 0 1 0 MARIN ALSOP CO OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH 9TH FLOOR NEW YORK NY 10016 CONDUCTOR 615000 SD&A TELESERVICE 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 SALES & FUNDRAISING 396910 CES SECURITY INC 115 MCHENRY AVENUE BALTIMORE MD 21208 SECURITY 142555 EXCEL LIGHTING SERVICES 7016 GOLDEN RING ROAD BALTIMORE MD 21237 LIGHTING PRODUCTION 136228 EYRE BUS SERVICE INC 13600 TRIADELPHIA ROAD GLENELG MD 21737 BUS TRANSPORTATION 101801 6 631625 2864511 3226576 6610749 391572 13333461 CONCERT INCOME 711130 9915266 9915266 OTHER PROGRAM SERVICE 711130 153634 153634 10068900 11745 11745 1052538 538110 514428 514428 514428 179025 631625 250209 -71184 -71184 CONCESSIONS 722210 129516 129516 129516 23986866 10068900 0 584505 422701 126810 211351 84540 10628902 9475202 475322 678378 1022226 1001215 21011 2244201 1962591 203692 77918 839354 734976 52846 51532 34220 34220 16291 16291 151937 151937 2790062 2742952 22362 24748 1736252 1736252 592190 376315 87904 127971 150154 150154 1274861 1220706 54155 703685 668872 8835 25978 25319 15773 9546 85343 85343 252149 15800 236349 PROGRAMS 342874 342874 EQUIPMENT RENTAL 341685 341685 CREDIT CARD FEES 282060 282060 EQUIPMENT HAULING 250209 250209 929685 537609 171928 220148 25116360 21917762 1745902 1452696 3729 500 6905829 6417512 2415400 1583595 205259 287298 660504 821421 1799823 1397327 405865 402496 2225346 1973361 12821932 11486183 1487102 1301540 7173614 7164141 7703189 9484043 16363905 17949724 X -5069591 -7684763 1527618 1221222 -3541973 -6463541 12821932 11486183 X -1129494 -1792074 X X 0 1 1 X 0 X 15074962 10830433 15314769 14886487 13333461 69440112 15074962 10830433 15314769 14886487 13333461 69440112 151527 69288585 947975 786235 602487 821059 1064283 4222039 73662151 51355397 0.94060 0.94390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16291 16291 25100069 25116360 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 17042 16581 14895 16291 64809 250000 250000 250000 250000 1000000 1500000 17042 16581 14895 16291 64809 58573366 191772 4783470 2864511 1594286 112762 58977049 54379133 7552110 2872540 386134 99203 58573366 52187854 1097917 4235879 23653963 339687 148867 54379133 61686000 308470 -8301918 1403328 98370 52187854 1.00000 0 1 1 9693 3032 6661 1790130 1394295 395835 402496 PREPAID PENSION COSTS 61240 DUE FROM AFFILIATES 1912121 1973361 ACCRUED PENSION COSTS 9374783 ACCRUED RETIREMENT BENEFITS 109260 9484043 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2009 THROUGH 2012. 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, 2012 AND 2011. X X X X X X X 1 SD&A TELESERVICESINC 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEFUNDING 0 405442 151937 253505 405442 151937 253505 MD DC VA GALA 710650 531625 179025 12106 238103 BSA SHOWHOUSE 100000 100000 810650 631625 179025 12106 238103 250209 -71184 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION USED A PROFESSIONAL FUNDRAISER DURING THE FISCAL YEAR 2012 TO PROVIDE GENERAL FUNDRAISING SERVICES FOR BSO. X X 0 0 0 0 0 0 0 0 0 PAUL MEECHAM 238272 0 0 0 138 0 0 0 23433 0 261843 0 0 0 MARIN ALSOP 244855 0 0 0 258 0 0 0 22661 0 267774 0 0 0 DEBORAH BRODER 139248 0 0 0 396 0 0 0 23246 0 162890 0 0 0 JONATHAN CARNEY 234124 0 0 0 93 0 2771 0 35543 0 272531 0 0 0 DALE HEDDING 144420 0 0 0 90 0 0 0 9396 0 153906 0 0 0 ENNIS SEIBERT 183790 0 0 0 258 0 5258 0 17616 0 206922 0 0 0 BALTIMORE GAS & ELECTRIC CO INC INDIRECT BUSINESS 122415 MR. DEFONTES, JR. IS 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 47 343972 FMV X CONCERT PIANO 1 47600 INDEP. APPRAISAL 1 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 DURING THE FISCAL YEAR ENDED 2012, THE ORGANIZATION DID NOT HAVE SALARY INCREASES FOR ANY OF ITS EMPLOYEES. DURING A TIMEFRAME WHEN SALARIES ARE BEING ADJUSTED, THE BOARD WILL MEET TO DISCUSS AND REVIEW THE SALARIES OF TOP OFFICIALS. DATA FROM COMPARABLE ORGANIZATIONS FOR SIMILAR POSITIONS IS REVIEWED. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 830. PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS -1,792,904. TOTAL TO FORM 990, PART XI, LINE 5: -1,792,074. 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 CHARITABLE REMAINDER TRUST (2) CHARITABLE REMAINDER TRUST MD T 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 BALTIMORE SYMPHONY ENDOWMENT TRUST N 196532 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST C 2864511 FMV