BOSTON PHILHARMONIC ORCHESTRA CORPORATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON PHILHARMONIC ORCHESTRA CORPORATION (EIN 04-2678312)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201221329349300312
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-05-11T07:35:04-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN T CHIPMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042678312 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON PHILHARMONIC ORCHESTRA CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOST | NameControl |
| Phone | 6172360999 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL RICCHI | Name |
| Title | TREASURER | Title |
| Phone | 9786241178 | Phone |
| Date Signed | 2012-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA M ZWICKER CPA | Name |
| Phone | 7817626272 | Phone |
| Date Prepared | 2012-04-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL RICCHI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 1156196 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BOSTONPHIL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 662952 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 674429 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 495624 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 469358 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4494 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4247 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -51803 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1705 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1111267 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1149739 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 262813 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 315973 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 16500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 14084 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 833653 | OtherExpensePriorYear |
| Other Expenses Current Year | 895251 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1122966 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1221224 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -11699 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -71485 | RevenuesLessExpensesCY |
| Total Assets BOY | 412281 | TotalAssetsBOY |
| Total Assets EOY | 426308 | TotalAssetsEOY |
| Total Liabilities BOY | 264920 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 323035 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 147361 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 103273 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1066549 | Expense |
| Grants | 10000 | Grants |
| Revenue | 475310 | Revenue |
| Description | 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 PRESENTED FOUR (4) CONCERT SERIES THROUGHOUT THE YEAR IN JORDAN HALL AND SANDERS THEATRE IN THE GREATER BOSTON AREA. | Description |
| Total Program Service Expense | 1066549 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 167 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK CANTRELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172360999 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DIANE HESSAN | ||||||
| CHAIR | 10.00 | X | X | 0 | 0 | 0 |
| ERIK BARCA | ||||||
| TREASURER | 6.00 | X | X | 0 | 0 | 0 |
| PETER C LANDO | ||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 |
| ARMENNE DERDERIAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHARLES DORNBUSH | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ERIK M GREGORY | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| TUAN HA-NGOC | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ERIN MCCORMICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| EDWARD MELTZER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL KOWAL | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MARGARET MOORE | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| PAUL RICCHI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PETER SHECKMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY TAYLOR | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ROBERT STRINGER | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| RICHARD J TRANT | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| DANIEL WEIL | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| DONALD PECK | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JACK DOLMAT-CONNELL | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| KATHLEEN SHEPHERD | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| FRANK TEMPESTA | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| MARK CANTRELL | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 54914 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 54914 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 9100 | GovernmentGrants |
| All Other Contributions | 665329 | AllOtherContributions |
| Noncash Contributions | 1817 | NoncashContributions |
| Total Contributions | 674429 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERT TICKET INCOME | 711130 | 460880 | 460880 |
| PROGRAM AD SALES | 900099 | 8478 | 8478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 469358 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4247 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4247 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 8162 | GrossSalesOfInventory |
| Cost Of Goods Sold | 6457 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1705 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1705 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1149739 | TotalRevenueColumn |
| Related Or Exempt Function Income | 475310 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Program Services | 10000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74901 | Total |
| Program Services | 37450 | ProgramServices |
| Management And General | 35578 | ManagementAndGeneral |
| Fundraising | 1873 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169303 | Total |
| Program Services | 145591 | ProgramServices |
| Management And General | 21543 | ManagementAndGeneral |
| Fundraising | 2169 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52936 | Total |
| Program Services | 41536 | ProgramServices |
| Management And General | 10502 | ManagementAndGeneral |
| Fundraising | 898 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18833 | Total |
| Program Services | 14154 | ProgramServices |
| Management And General | 4370 | ManagementAndGeneral |
| Fundraising | 309 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24916 | Total |
| Management And General | 24916 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21534 | Total |
| Program Services | 9605 | ProgramServices |
| Management And General | 11929 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79168 | Total |
| Program Services | 79168 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8183 | Total |
| Program Services | 6819 | ProgramServices |
| Management And General | 1364 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37487 | Total |
| Program Services | 31239 | ProgramServices |
| Management And General | 6248 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5871 | Total |
| Program Services | 4652 | ProgramServices |
| Management And General | 1133 | ManagementAndGeneral |
| Fundraising | 86 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11755 | Total |
| Program Services | 2263 | ProgramServices |
| Management And General | 9492 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2379 | Total |
| Program Services | 1982 | ProgramServices |
| Management And General | 397 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4847 | Total |
| Program Services | 3648 | ProgramServices |
| Management And General | 1199 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MUSICIANS AND SOLOISTS | 429399 | 429399 | ||
| PRINTING AND PUBLICATIO | 66492 | 54827 | 3966 | 7699 |
| CONCERT HALL RENTALS | 54430 | 54430 | ||
| BOX OFFICE EXPENSES | 41452 | 41452 | ||
| CONCERT MANAGEMENT | 28702 | 28702 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78636 | Total |
| Program Services | 69632 | ProgramServices |
| Management And General | 7954 | ManagementAndGeneral |
| Fundraising | 1050 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1221224 | Total |
| Program Services | 1066549 | ProgramServices |
| Management And General | 140591 | ManagementAndGeneral |
| Fundraising | 14084 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114473 | BOY |
| EOY | 30988 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4633 | BOY |
| EOY | 6810 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50018 | BOY |
| EOY | 98276 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36631 | BOY |
| EOY | 36631 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8869 | BOY |
| EOY | 6158 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41471 | BOY |
| EOY | 57818 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34286 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25537 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2129 | BOY |
| EOY | 8749 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153815 | BOY |
| EOY | 180878 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412281 | BOY |
| EOY | 426308 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23534 | BOY |
| EOY | 60271 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208102 | BOY |
| EOY | 229480 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33284 | BOY |
| EOY | 33284 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264920 | BOY |
| EOY | 323035 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -5153 | BOY |
| EOY | -73435 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137514 | BOY |
| EOY | 161708 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000 | BOY |
| EOY | 15000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147361 | BOY |
| EOY | 103273 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412281 | BOY |
| EOY | 426308 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -71485 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 27397 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 615329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 577077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 684800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 662952 | CurrentTaxYearMinus1Year |
| Current Tax Year | 674429 | CurrentTaxYear |
| Total | 3214587 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 615329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 577077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 684800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 662952 | CurrentTaxYearMinus1Year |
| Current Tax Year | 674429 | CurrentTaxYear |
| Total | 3214587 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1045329 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2169258 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8336 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4491 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4247 | CurrentTaxYear |
| Total | 31433 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3246020 | TotalSupport |
| Gross Receipts From Admissions Etc | 3063671 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.66830 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68070 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 153815 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 27062 | InvestmentEarningsOrLosses |
| End Of Year Balance | 180877 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 138817 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 14998 | InvestmentEarningsOrLosses |
| End Of Year Balance | 153815 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 166042 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -27225 | InvestmentEarningsOrLosses |
| End Of Year Balance | 138817 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.08290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.91710 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34286 | OtherCostOrOtherBasis |
| Depreciation | 25537 | Depreciation |
| Book Value | 8749 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8749 | TotalOfBookValueLandBuildings |
| Total Revenue | 1149739 | TotalRevenue |
| Total Expenses | 1221224 | TotalExpenses |
| Excess Or Deficit For Year | -71485 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 27397 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 27397 | TotalAdjustments |
| Excess Or Deficit Per FS | -44088 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1231593 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 27397 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 48000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 6457 | OtherRevenues |
| Revenue Not Rptd F990 | 81854 | RevenueNotRptdF990 |
| Revenue Subtotal | 1149739 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1149739 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1275681 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 48000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 6457 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 54457 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1221224 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1221224 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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, SUCH AS THE BENJAMIN ZANDER CONDUCTING FELLOWSHIP AWARD AND THE REGINA B. LAPPIN VIOLA FUND. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | PART X, LINE 2: THE ORCHESTRA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AN ENTITY OTHER THAN A PRIVATE FOUNDATION. THE ORCHESTRA IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS ACTIVITIES. HOWEVER, THE ORCHESTRA HAS DETERMINED THE ORGANIZATION IS NOT ENGAGED IN ANY UNRELATED BUSINESS ACTIVITIES AND, THEREFORE; NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE ORCHESTRA HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORCHESTRA HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTION WHERE IT OPERATES. THE ORCHESTRA BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORCHESTRAS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. THE ORCHESTRA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE NO CURRENT AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORCHESTRA BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED JUNE 30, 2008 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS PAID FOR INVENTORY PURCHASES CLASSIFIED AS EXPENSE AND LOSSES ON FINANCIAL STATEMENTS BUT NETTED AGAINST REVENUES FOR TAX RETURN PURPOSES. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS PAID FOR INVENTORY PURCHASES CLASSIFIED AS EXPENSE AND LOSSES ON FINANCIAL STATEMENTS BUT NETTED AGAINST REVENUES FOR TAX RETURN PURPOSES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | BENJAMIN ZANDER CONDUCTING FELLOWSHIP | TypeOfGrant |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan To OrganizationLoanToOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| BENJAMIN ZANDER MUSIC DIRECTOR | ||||||
| FINANCE FUTURE RECORDING PROJECTS | X | $20,000 | 12000 | 0 | 1 | 1 |
| BENJAMIN ZANDER MUSIC DIRECTOR | ||||||
| FINANCE FUTURE RECORDING PROJECTS | X | $38,000 | 16784 | 0 | 1 | 1 |
| BENJAMIN ZANDER MUSIC DIRECTOR | ||||||
| FINANCE FUTURE RECORDING PROJECTS | X | $4,500 | 4500 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 33284 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| 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 B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 27,397. | FORM 990, PART XI, LINE 5: |