2026-04-06T09:22:21-05:00 2025-06-30 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2024-07-01 050267451 RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL RHOD 4012487070 667 WATERMAN AVENUE EAST PROVIDENCE RI 02914 DAVID BEAUCHESNE EXECUTIVE DIRECTOR 4012487070 2026-03-28 1 1 SANDY ROSS P01399337 4012742001 2026-03-26 2024 2025-03-06 01:10:19Z DAVID BEAUCHESNE 667 WATERMAN AVENUE EAST PROVIDENCE RI 02914 10735338 0 X WWW.RI-PHILHARMONIC.ORG X 1944 RI TO ENRICH AND TRANSFORM RHODE ISLAND AND OUR REGION THROUGH GREAT MUSIC PERFORMANCE AND EDUCATION. 23 23 366 28 0 0 3505813 7333813 2970213 2712397 342313 263071 -54898 -76501 6763441 10232780 284553 236868 0 0 3980232 3501908 0 0 322816 3440370 3325326 7705155 7064102 -941714 3168678 14426564 14800453 4624256 1378082 9802308 13422371 AS THE ONLY PROFESSIONAL ORCHESTRA AND CERTIFIED COMMUNITY MUSIC SCHOOL IN THE STATE, THE RI PHIL ENRICHES AND TRANSFORMS OUR REGION THROUGH SYMPHONIC PERFORMANCES AND MUSIC EDUCATION PROGRAMS ACCESSIBLE TO ALL. 0 0 2655744 1171646 PROGRAM HIGHLIGHTS FOR 2024-25: WE CONTINUE TO BE THE LARGEST COMBINED PROFESSIONAL ORCHESTRA AND COMMUNITY MUSIC SCHOOL IN THE NATION. THE ORCHESTRA'S TACO CLASSICAL AND AMICA RUSH HOUR SERIES FEATURED WORLD-CLASS GUEST ARTISTS, DIVERSE REPERTOIRE, AND HIGHLIGHTED A DIFFERENT CONDUCTOR FOR EACH CONCERT AS WE ANTICIPATE MUSIC DIRECTOR RUTH REINHARDT'S 1ST SEASON IN 2025-2026. A SERIES OF POPULAR ARTIST AND HIGHLY ATTENDED SUMMER POPS CONCERTS EXTENDED OUR REACH BEYOND THE CLASSICAL STAGE. IN PERSON LINK UP EDUCATION CONCERTS RETURNED, AND THE PROGRAM REACHED OVER 10,000 STUDENTS IN 90 PARTNER SCHOOL IN 35 DISTRICTS. 2695054 236868 1577847 THE RI PHILHARMONIC MUSIC SCHOOL CONTINUED TO REACH STUDENTS AND SERVE OUR REGION'S COMMUNITIES THROUGH TUITION-BASED AND COMMUNITY PARTNERSHIP PROGRAMS TAUGHT BY OUTSTANDING FACULTY, INCLUDING ORCHESTRA MEMBERS. WITH ACCESSIBILITY AS A CORNER-STONE, PARTNERSHIP PROGRAMS LIKE LINK-UP, VICTORIA'S DREAM PROJECT, AND OUR TUTION-BASED FINANCIAL AID PROGRAM PROVIDED OVER $1 MILLION IN FREE AND HIGHLY SUBSIDIZED INSTRUCTION TO TENS-OF-THOUSANDS OF STUDENTS ACROSS THE REGION. OUR CARTER CENTER FOR MUSIC EDUCATION & PERFORMANCE CONTINUED TO SERVE AS A HUB FOR COMMUNITY-BASED MUSIC ACTIVITY, HOSTING PARTNER INSTITUTIONS LIKE THE PROVIDENCE SINGERS, AMERICAN BAND, RI MUSIC EDUCATORS ASSOCIATION, GIRLS ROCK RI, THE AUTISM PROJECT AND OTHERS. 5350798 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 366 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 RI X X THE ORGANIZATION 4012487070 667 WATERMAN AVE EAST PROVIDENCE RI 02914 SUSAN CHUNG PRESIDENT 2.00 X X 0 0 0 DR EDWARD WING CHIEF MEDICAL ADVISOR & SECRETARY 2.00 X X 0 0 0 BRENDAN MCCORRY TREASURER 2.00 X X 0 0 0 KAREN PELCZARSKI GENERAL COUNSEL 2.00 X X 0 0 0 DAVID AMES DIRECTOR 2.00 X 0 0 0 WILLIAM ASH DIRECTOR 2.00 X 0 0 0 TING BARNARD DIRECTOR 2.00 X 0 0 0 PETER COSTA DIRECTOR 2.00 X 0 0 0 LINDA DIEBOLD DIRECTOR 2.00 X 0 0 0 SHAUNA DUFFY DIRECTOR 2.00 X 0 0 0 JOHN EUSTIS DIRECTOR 2.00 X 0 0 0 AMY GOLDSTEIN DIRECTOR 2.00 X 0 0 0 KAREN GRANDE DIRECTOR 2.00 X 0 0 0 JOANNE HAWORTH DIRECTOR 2.00 X 0 0 0 GLENNA HAGOPIAN DIRECTOR 2.00 X 0 0 0 JAMES LOW DIRECTOR (AS OF 09/24) 2.00 X 0 0 0 MARIE MYERS DIRECTOR 2.00 X 0 0 0 MARY REINEMAN DIRECTOR 2.00 X 0 0 0 DANIEL ROSSIGNOL DIRECTOR (AS OF 09/24) 2.00 X 0 0 0 DEMING SHERMAN DIRECTOR 2.00 X 0 0 0 DAVID VON HEMERT DIRECTOR 2.00 X 0 0 0 DR SCOTT WALKER DIRECTOR 2.00 X 0 0 0 DAVID WINOKER DIRECTOR 2.00 X 0 0 0 ROBERT FETZER DIRECTOR (TO 09/24) 2.00 X 0 0 0 CAROL GOLDEN DIRECTOR (TO 09/24) 2.00 X 0 0 0 JESSICA GRANATIERO DIRECTOR (TO 09/24) 2.00 X 0 0 0 HERBERT RAKATANSKY DIRECTOR (TO 09/24) 2.00 X 0 0 0 ROSALYN SINCLAIR DIRECTOR (TO 09/24) 2.00 X 0 0 0 DAVID BEAUCHESNE EXECUTIVE DIRECTOR 40.00 X 203940 0 15583 JILL FRECHETTE DIRECTOR OF FINANCE 40.00 X 88508 0 8974 LAURIE JOHNSON CARVALHO DIRECTOR OF DEVELOPMENT 40.00 X 100577 0 17655 393025 0 42212 2 0 1 0 EW BURNMAN 33 VERMONT AVE WARWICK RI 02888 GENERAL CONTRACTOR 561471 VETERANS MEMORIAL AUDITORIUM (THE VETS) 83 PARK STREET PROVIDENCE RI 02903 THEATRE RENTAL AND SERVICES 423110 OPUS 3 ARTISTS LLC SUITE 282 348 WEST 57TH STREET NEW YORK NY 10019 TALENT MANAGEMENT 179000 KIRSHBAUM ASSOCIATES INC 711 WEST END AVENUE SUTE 5KN NEW YORK NY 10001 TALENT MANAGEMENT 134531 4 492106 537392 6304315 406072 7333813 MUSIC SCHOOL 611600 1577847 1577847 ORCHESTRA CONCERTS 711130 1134550 1134550 2712397 176148 176148 37096 0 37096 37096 37096 181074 94151 86923 86923 86923 294810 492106 408407 -113597 -113597 10232780 2749493 0 149474 X 236868 236868 437582 82333 153358 201891 2577755 2307901 269854 77979 71859 6120 154656 129611 25045 253936 207553 31575 14808 32750 32750 48958 48958 20000 20000 41209 41209 812284 722041 74681 15562 238667 238120 547 375772 248971 58298 68503 606985 265170 327433 14382 107695 107305 390 243827 144454 97429 1944 532190 474356 53080 4754 126212 24747 101040 425 BAD DEBT 69268 69268 COMMISSIONS 39619 39619 MUSIC 29890 29890 7064102 5350798 1390488 322816 634425 383048 702094 469585 65113 145801 67148 71988 13592560 6964161 6598613 6628399 6216410 7035031 142761 66601 14426564 14800453 334072 249376 635184 734956 2805000 850000 393750 4624256 1378082 X 4221674 7303560 5580634 6118811 9802308 13422371 14426564 14800453 3168678 451385 0 X X 0 1 X 1 0 X 3064151 5906038 4316649 3505813 7333813 24126464 3064151 5906038 4316649 3505813 7333813 24126464 3463538 20662926 98760 131397 169672 190275 213244 803348 8455 8455 24938267 13704360 0.82860 0.82270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 0 0 1 20000 20000 0 PART II-B, LINE 1: PAYMENTS MADE TO LOBBYIST 5110253 550600 542495 390855 5812493 5479019 44950 630583 1044299 5110253 5355877 25000 492862 394720 5479019 6036119 156000 -636500 199742 5355877 4745637 274349 1215261 199128 6036119 0.19835 0.64775 0.15390 0 0 818164 818164 10954271 5330731 5623540 1820125 1633430 186695 6628399 X 10642956 451385 451385 10191571 41209 41209 10232780 7022893 0 7022893 41209 41209 7064102 PART V, LINE 4: ENDOWMENT FUNDS SUPPORT THE PHILHARMONIC IN SEVERAL WAYS, THROUGH A DRAW OF NOT MORE THAN 5% OF THE FUNDS FAIR VALUE ON A TWELVE QUARTER TRAILING AVERAGE. RESTRICTED FUNDS EXIST FOR THE SUPPORT OF THE PHILHARMONIC ORCHESTRA, INCLUDING ENDOWED POSITIONS; THE PHILHARMONIC MUSIC SCHOOL SCHOLARSHIPS; FOR SUPPORT OF THE PHILHARMONIC YOUTH ORCHESTRA; FOR GENERAL OPERATIONS AND FOR SEVERAL OTHER NAMED FUNDS. ALL USE IS MONITORED BY AN INVESTMENT COMMITTEE OF THE ORGANIZAION'S BOARD, AS WELL AS THE BOARD'S FINANCE COMMITTEE. PART X, LINE 2: THE PHILHARMONIC IS EXEMPT FROM FEDERAL INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE PHILHARMONIC OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE PHILHARMONIC ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE PHILHARMONIC CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. GALA 786916 492106 294810 27676 81434 161008 138289 786916 492106 294810 27676 81434 161008 138289 408407 -113597 1 FINANCIAL AID 304 215189 SCHOLARSHIPS TUITION DISCOUNTS 314 21678 FMV DEDUCTION OF TUITION X 0 0 X X X 0 1 0 0 0 0 0 0 0 DAVID BEAUCHESNE EXECUTIVE DIRECTOR 0 0 203940 0 0 0 6118 0 9465 0 219523 0 0 0 X 10 362692 FAIR MARKET VALUE X INSTRUMENTS 8 43380 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWED THE DRAFT 990 AND RECOMMENDED APPROVAL TO THE BOARD OF DIRECTORS PRIOR TO FILING. ALL MEMBERS OF THE BOARD WERE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND THE EXECUTIVE DIRECTOR SIGN AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY ANNUALLY, UPDATING FOR ANY CHANGES. IF POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARISE, THE BOARD OF DIRECTORS EVALUATES AND A VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS, DISCUSSES, AND APPROVES COMPENSATION FOR OFFICERS, KEY EMPLOYEES AND OTHER TOP MANAGEMENT PERSONNEL ON AN ANNUAL BASIS. 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. FORM 990, PART IX, LINE 11G GUEST ARTISTS: PROGRAM SERVICE EXPENSES 454,513. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,562. TOTAL EXPENSES 470,075. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 74,681. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,681. PRODUCTION COSTS: PROGRAM SERVICE EXPENSES 267,528. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 267,528. FORM 990 PART XII LINE 2C: THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT.