2012-07-16T14:48:49-05:00 2011-08-31 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2010-09-01 520629696 BALTIMORE SYMPHONY ORCHESTRA INC BALT 4107838100 1212 CATHEDRAL STREET BALTIMORE MD 212015517 PAUL MEECHAM 4107838095 2012-07-13 1 LORI S BURGHAUSER 4104031500 2012-07-11 2010 2016-02-24 21:20:13Z PAUL MEECHAM 1212 CATHEDRAL STREET BALTIMORE MD 212015517 25295660 0 X WWW.BSOMUSIC.ORG X 1942 MD PROVIDING SYMPHONIC CONCERTS,CULTURAL AND EDUCATIONAL. 40 38 513 350 0 0 15314769 14886487 8818628 9189140 14802 13057 468085 496737 24616284 24585421 0 0 0 0 15487260 15994991 148675 155195 1238341 8095359 8603809 23731294 24753995 884990 -168574 11891086 12821932 15627030 16363905 -3735944 -3541973 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 21624267 0 9189140 PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. 21624267 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 1 169 0 1 513 1 0 0 0 0 0 1 1 0 0 0 0 X 40 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MD X BETH BUCK 4107838011 1212 CATHEDRAL STREET BALTIMORE MD 212015517 MR MICHAEL G BRONFEIN 2.00 X 0 0 0 MS LAINY LEBOW-SACHS 2.00 X 0 0 0 MR RICHARD E RUDMAN 2.00 X 0 0 0 MR ANDREW A STERN 2.00 X 0 0 0 KATHLEEN A CHAGNON ESQ 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 MR ANDREW A BUERGER 2.00 X 0 0 0 MR RICHARD T BURNS 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 MR KENNETH W DEFONTES JR 2.00 X 0 0 0 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 AMB SUSAN G ESSERMAN 2.00 X 0 0 0 MR JOHN P HOLLERBACH 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 RICHARD LEVINE ESQ 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 HON STEVEN R SCHUH 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 WILLIAM R WAGNER 2.00 X 0 0 0 PAUL MEECHAM 40.00 X X 232964 0 24004 TERRY ARMACOST 40.00 X 129218 0 11429 BETH BUCK 40.00 X 0 0 0 MARIN ALSOP 20.00 X 181469 0 21807 JONATHAN CARNEY 40.00 X 245727 0 25204 DALE HEDDING 40.00 X 141694 0 8930 ENNIS SEIBERT 40.00 X 169981 0 6285 FRANK SERRUTO JR 40.00 X 154993 0 5755 1256046 0 103414 15 0 1 0 MARIN ALSOP CO OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH 9TH FLOOR NEW YORK NY 10016 CONDUCTOR 450000 THE BALTIMORE SUN PO BOX 415215 BOSTON MA 02241 ADVERTISING 267124 DCM-TELEMARKETING TELEFUNDING 45 MAIN STREET SUITE 816 BROOKLYN NY 11201 SALES & FUNDRAISING 175800 THE WASHINGTON POST PO BOX 17641 BALTIMORE MD 21297 ADVERTISING 168718 SD&A TELESERVICE 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 SALES & FUNDRAISING 157366 6 953468 2872540 3034879 8025600 267024 14886487 CONCERT INCOME 711130 8763951 8763951 OTHER PROGRAM SERVICE 711130 425189 425189 9189140 13057 13057 808002 326441 481561 481561 481561 148028 953468 231490 -83462 -83462 250946 152308 98638 98638 24585421 9189140 0 509794 396875 124856 197525 74494 11458297 10304201 685205 468891 805600 805600 2158183 1982972 114192 61019 1176036 998977 133699 43360 25725 25725 14895 14895 155195 155195 2040785 2017182 2598 21005 1873457 1873457 612021 387429 94200 130392 111896 111896 1381945 1279663 102282 170837 146611 9265 14961 6143 45 6098 164973 54090 110883 258156 27098 231058 EQUIPMENT RENTAL & REPA 421525 407619 13906 CREDIT CARD FEES 269025 269025 INTERNET MARKETING 224852 224852 PROGRAMS 219438 219438 RENT MUSIC 206634 206634 601502 294563 44013 262926 24753995 21624267 1891387 1238341 5500 3729 6129613 6905829 1808873 2415400 268449 205259 879085 660504 1717848 1311983 544809 405865 2254757 2225346 11891086 12821932 1363167 1487102 6169155 7173614 8094708 7703189 15627030 16363905 X -5381937 -5069591 1645993 1527618 -3735944 -3541973 11891086 12821932 X -168574 362545 X X 0 1 1 X 0 X 14106201 15074962 10830433 15314769 14886487 70212852 14106201 15074962 10830433 15314769 14886487 70212852 70212852 1018010 947975 786235 602487 821059 4175766 74388618 50347335 0.94390 0.87470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14895 14895 24739100 24753995 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 23158 17042 16581 14895 71676 250000 250000 250000 250000 1000000 1500000 23158 17042 16581 14895 71676 54379133 7552110 2872540 386134 99203 58573366 52187854 1097917 4235879 23653963 339687 148867 54379133 61686000 308470 -8301918 1403328 98370 52187854 1.00000 0 1 1 6865 2345 4520 1710983 1309638 401345 405865 PREPAID PENSION COSTS 52666 DUE FROM AFFILIATES 2172680 2225346 ACCRUED PENSION COSTS 7573305 ACCRUED RETIREMENT BENEFITS 129884 7703189 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 2008 THROUGH 2011. 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, 2011 AND 2010. X X X X X X X 1 SD&A TELESERVICESINC 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEFUNDING 0 410969 155195 255774 410969 155195 255774 MD DC VA GALA 740345 592317 148028 8727 75214 147549 BSA SHOWHOUSE 357766 357766 1 3385 3385 1101496 953468 148028 8727 75214 147549 231490 -83462 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION USED A PROFESSIONAL FUNDRAISER DURING THE FISCAL YEAR 2011 TO PROVIDE GENERAL FUNDRAISING SERVICES FOR BSO. X X 0 0 0 0 0 0 0 0 0 PAUL MEECHAM 232745 0 0 0 219 0 0 0 24004 0 256968 0 0 0 MARIN ALSOP 181250 0 0 0 219 0 0 0 21807 0 203276 0 0 0 JONATHAN CARNEY 245588 0 0 0 139 0 2900 0 22304 0 270931 0 0 0 DALE HEDDING 141559 0 0 0 135 0 0 0 8930 0 150624 0 0 0 ENNIS SEIBERT 169707 0 0 0 274 0 5092 0 1193 0 176266 0 0 0 FRANK SERRUTO JR 154942 0 0 0 51 0 4649 0 1106 0 160748 0 0 0 BALTIMORE GAS & ELECTRIC CO INC INDIRECT BUSINESS 123644 MR. DEFONTES, JR. IS A MEMBER 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 32 267024 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 MADE AVAILABLE TO THE FULL BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C 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 2011, 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 ALSO AVAILABLE ONLINE VIA THE GUIDESTAR WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 26,022. PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS 336,523. TOTAL TO FORM 990, PART XI, LINE 5: 362,545. FORM 990, PAGE 12, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PAGE 12, PART XI: THE BALTIMORE SYMPHONY ORCHESTRA, INC. IS THE PARENT OF THE AFFILIATED GROUP KNOWN AS THE BALTIMORE SYMPHONY ORCHESTRA, INC. ("GROUP"). AN AUDIT WAS PERFORMED AND AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR THE BALTIMORE SYMPHONY ORCHESTRA, INC. AND ITS AFFILIATES ON A CONSOLIDATED BASIS. THIS RECONCILIATION TIES INTO THE SEPARATE COMPANY CONSOLIDATING FINANCIAL STATEMENTS. 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 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 BALTIMORE SYMPHONY ENDOWMENT TRUST N 41198 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST C 2872540 FMV BALTIMORE SYMPHONY ENDOWMENT TRUST P 164879 FMV