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Nonprofiteer
← VIRGINIA SYMPHONY ORCHESTRA

Form 990 for tax year 2022

Filed by VIRGINIA SYMPHONY ORCHESTRA.

Totals

Total revenue
$6,831,622
Total expenses
$9,273,554
Contributions and grants received
$4,472,499
Grants paid
$1,481,351
Program service revenue
$2,399,038
Investment income
$111,463
Other revenue
-$151,378
Total assets, end of year
$3,083,184
Total liabilities, end of year
$1,216,672
Net assets or fund balances, end of year
$1,866,512
Program services expenses (Part IX)
$7,821,502
Management and general expenses
$1,056,773
Fundraising expenses
$395,279
Program service expenses (Part III)
$7,821,502

Program services were 84.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $212,433

  • 1d · Related organizations

    $308,313

  • 1e · Government grants (contributions)

    $541,239

  • 1f · All other contributions, gifts and grants

    $3,410,514

  • 2a · Program service revenue: TICKET SALES

    total $1,287,721 · related or exempt $1,287,721

  • 2b · Program service revenue: PERFORMANCE FEES

    total $1,100,664 · related or exempt $1,100,664

  • 2c · Program service revenue: MEMBERSHIP DUES AND EV

    total $10,653 · related or exempt $10,653

  • 3 · Investment income

    total $107,528 · excluded $107,528

  • 7a · Gross sales of assets other than inventory

    securities $3,935

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $3,935

  • 7d · Net gain or loss

    total $3,935 · excluded $3,935

  • 8a · Fundraising events: gross income

    $28,100

  • 8a · Fundraising events: contributions included on line 1c

    $212,433

  • 8b · Fundraising events: direct expenses

    $192,082

  • 8c · Net income from fundraising events

    total -$163,982 · excluded -$163,982

  • 10a · Gross sales of inventory

    $13,566

  • 10b · Cost of goods sold

    $9,671

  • 10c · Net income from sales of inventory

    total $3,895 · related or exempt $3,895

  • 11a · Other revenue: REIMBURSEMENT INCOME

    total $6,209 · related or exempt $6,209

  • 11b · Other revenue: PROGRAM BOOK ADS

    total $2,500 · related or exempt $2,500

  • 11e · Other revenue, total

    $8,709

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,481,351 · program services $1,481,351

  • 5 · Compensation of officers, directors and key employees

    total $208,444 · program services $28,946 · management and general $150,552 · fundraising $28,946

  • 7 · Other salaries and wages

    total $4,012,439 · program services $3,608,648 · management and general $174,151 · fundraising $229,640

  • 8 · Pension plan contributions

    total $196,941 · program services $196,941

  • 9 · Other employee benefits

    total $555,521 · program services $510,957 · management and general $17,631 · fundraising $26,933

  • 10 · Payroll taxes

    total $371,430 · program services $324,023 · management and general $25,544 · fundraising $21,863

  • 11c · Fees: accounting

    total $40,908 · management and general $40,908

  • 11f · Fees: investment management

    total $1,268 · management and general $1,268

  • 11g · Fees: other

    total $487,412 · program services $459,577 · management and general $12,275 · fundraising $15,560

  • 12 · Advertising and promotion

    total $253,999 · management and general $245,240 · fundraising $8,759

  • 13 · Office expenses

    total $148,418 · program services $17,316 · management and general $124,191 · fundraising $6,911

  • 14 · Information technology

    total $58,086 · program services $18,923 · management and general $20,240 · fundraising $18,923

  • 16 · Occupancy

    total $359,058 · program services $295,107 · management and general $46,384 · fundraising $17,567

  • 17 · Travel

    total $201,477 · program services $191,640 · management and general $6,355 · fundraising $3,482

  • 19 · Conferences, conventions and meetings

    total $144,980 · program services $70,058 · management and general $74,377 · fundraising $545

  • 20 · Interest

    total $2,679 · management and general $2,679

  • 22 · Depreciation, depletion and amortization

    total $32,392 · program services $14,303 · management and general $18,089

  • 23 · Insurance

    total $85,215 · program services $25,457 · management and general $59,758

  • 24a · Other expenses: PRODUCTION COSTS

    total $444,587 · program services $444,587

  • 24b · Other expenses: EQUIPMENT RENTAL AND MA

    total $113,274 · program services $88,428 · management and general $24,846

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $29,311 · program services $16,476 · management and general $12,285 · fundraising $550

  • 24d · Other expenses: LEAGUE AND CHORUS EXPEN

    total $16,316 · program services $16,316

  • 24e · All other expenses

    total $28,048 · program services $12,448 · fundraising $15,600

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $460,400 · end of year $802,995

  • 3 · Pledges and grants receivable

    beginning of year $2,097,684 · end of year $1,236,449

  • 4 · Accounts receivable

    beginning of year $1,293,049 · end of year $305,382

  • 8 · Inventories for sale or use

    beginning of year $11,499 · end of year $12,556

  • 9 · Prepaid expenses and deferred charges

    beginning of year $147,509 · end of year $85,925

  • 10a · Land, buildings and equipment: cost or other basis

    $1,292,793

  • 10b · Land, buildings and equipment: accumulated depreciation

    $784,654

  • 10c · Land, buildings and equipment, net

    beginning of year $147,232 · end of year $508,139

  • 11 · Investments: publicly traded securities

    beginning of year $980,499 · end of year $0

  • 15 · Other assets

    beginning of year $130,031 · end of year $131,738

  • 17 · Accounts payable and accrued expenses

    beginning of year $429,426 · end of year $368,349

  • 19 · Deferred revenue

    beginning of year $491,808 · end of year $412,323

  • 25 · Other liabilities

    beginning of year $33,226 · end of year $436,000

  • 27 · Net assets without donor restrictions

    beginning of year $2,252,961 · end of year $692,929

  • 28 · Net assets with donor restrictions

    beginning of year $2,060,482 · end of year $1,173,583

Mission and programs · 2022

Mission

DRIVEN BY ITS CORE VALUES OF ARTISTIC EXCELLENCE AND INCLUSION, THE VIRGINIA SYMPHONY ORCHESTRA'S MISSION IS TO CREATE WORLD-CLASS SYMPHONIC PERFORMANCES, TRANSFORMATIVE MUSIC EDUCATION, AND PURPOSEFUL COMMUNITY ENGAGEMENT THROUGHOUT SOUTHEASTERN VIRGINIA.

  • PROVISION OF ORCHESTRAS, ENSEMBLES, MUSICAL GROUPS AND GUEST ARTISTS FOR CULTURAL AND EDUCATIONAL OPPORTUNITIES AND EXPERIENCES PRIMARILY WITHIN GREATER HAMPTON ROADS. THE OVER 100 YEAR-OLD ORCHESTRA IS VIRGINIA'S PRE-EMINENT PROFESSIONAL SYMPHONY ORCHESTRA AND PERFORMS CLASSICS, POPS AND FAMILY CONCERT SERIES IN VIRGINIA AND NORTH CAROLINA REACHING MORE THAN 100,000 CONCERT GOERS EVERY YEAR. DEDICATED TO ENGAGING CHILDREN, STUDENTS AND ADULTS WITH THE POWER OF CLASSICAL MUSIC, EDUCATION AND COMMUNITY PROGRAMS REACH OVER 45,000 CHILDREN, STUDENTS AND LIFE LONG LEARNING ADULTS EACH YEAR THROUGH YOUNG PEOPLE'S CONCERTS, SCHOOL ARTISTIC RESIDENCIES, MASTER CLASSES AND SMALL ENSEMBLE SPECIAL PROGRAMS. IN ADDITION, VSO PRESENTS THE GENERATIONS IN UNISON PROGRAM WHOSE INITIATIVE AIMS TO ADDRESS PHYSICAL, EMOTIONAL, COGNITIVE AND SOCIAL NEEDS OF MEMORY CARE AND ASSISTED LIVING INDIVIDUALS.

    Expenses $7,821,502 · Grants $1,481,351 · Revenue $2,411,642

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Armstrong Vahn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Berger Garrett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bracknell Patricia

    DIRECTOR (AS OF 6.15.23)

    Total calculated
    $0
    Hours/week
    1

  • Brown Betty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brown Nat

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Campbell Sharilyn

    DIRECTOR (AS OF 6.15.23)

    Total calculated
    $0
    Hours/week
    1

  • Cooper Minette

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Creech Nancy A

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Faulkner Timothy

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Friedman Leslie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Garrett John

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Goode Susan

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Gournelos Ted

    DIRECTOR (AS OF 6.15.23)

    Total calculated
    $0
    Hours/week
    1

  • Harmon Joe

    DIRECTOR (AS OF 6.15.23)

    Total calculated
    $0
    Hours/week
    1

  • Howard Renee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kern Howard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Layne Peggy

    DIRECTOR (THRU 3.2.23)

    Total calculated
    $0
    Hours/week
    1

  • McClellan Michael R

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • McDermott Patrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Naughton Jim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ortego Sarah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pace Lavoris

    DIRECTOR (AS OF 6.15.23)

    Total calculated
    $0
    Hours/week
    1

  • Petterson Robert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Pile Lisa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pittman Carolyn

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Robertson Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Santiago Katya

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Blythe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Snow Brenda

    DIRECTOR (THRU 11.19.22)

    Total calculated
    $0
    Hours/week
    1

  • Stonecypher Nichael

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sutherland Vanessa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Van Buren William

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vonderheide Dave

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Winchester Donald

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Whitaker Mark

    DIRECTOR (AS OF 6.15.23)

    Total calculated
    $0
    Hours/week
    1

  • Warren Andrea

    PRESIDENT AND CEO (AS OF 12.1.22)

    Total calculated
    $13,784
    From this org
    $13,750
    From related orgs
    $0
    Other
    $34
    Hours/week
    40 + 1 related

  • Kraus Teresa

    CFO

    Total calculated
    $124,242
    From this org
    $99,789
    From related orgs
    $0
    Other
    $24,453
    Hours/week
    40 + 1 related

  • Monica Meyer Beale

    INTERIM EXECUTIVE DIRECTOR (THRU 12.1.22, THEN CRO

    Total calculated
    $119,193
    From this org
    $102,246
    From related orgs
    $0
    Other
    $16,947
    Hours/week
    40 + 1 related

  • Philion Karen

    PRESIDENT AND CEO (THRU 6.30.22)

    Total calculated
    $96,133
    From this org
    $89,128
    From related orgs
    $0
    Other
    $7,005
    Hours/week
    40 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • THE VIRGINIA SYMPHONY FOUNDATION

    501(C)(3) · TO RECEIVE FUNDS AND PROPERTY BY GIFT, TRANSFER, DEVISE OR BEQUEST · VA · controlled entity

    Directly controlled by VIRGINIA SYMPHONY ORCHESTRA

Provenance

Return type
form_990
Tax year
2022
Filed
22 December 2023
IRS schema version
2022v5.0
Source object
202303569349300310

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