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Nonprofiteer
← BOSTON PHILHARMONIC ORCHESTRA CORPORATION

Form 990 for tax year 2022

Filed by BOSTON PHILHARMONIC ORCHESTRA CORPORATION.

Totals

Total revenue
$4,020,385
Total expenses
$4,196,008
Contributions and grants received
$3,514,786
Grants paid
$0
Program service revenue
$548,749
Investment income
$7,575
Other revenue
-$50,725
Total assets, end of year
$1,519,867
Total liabilities, end of year
$231,607
Net assets or fund balances, end of year
$1,288,260
Program services expenses (Part IX)
$3,427,209
Management and general expenses
$268,042
Fundraising expenses
$500,757
Program service expenses (Part III)
$3,427,209

Program services were 81.7% 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

    $216,755

  • 1f · All other contributions, gifts and grants

    $3,298,031

  • 2a · Program service revenue: CONCERT TICKET INCOME

    total $548,749 · related or exempt $548,749

  • 3 · Investment income

    total $7,493 · excluded $7,493

  • 7a · Gross sales of assets other than inventory

    securities $10,550

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

    securities $10,468

  • 7c · Gain or loss

    securities $82

  • 7d · Net gain or loss

    total $82 · excluded $82

  • 8a · Fundraising events: gross income

    $74,160

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

    $216,755

  • 8b · Fundraising events: direct expenses

    $136,700

  • 8c · Net income from fundraising events

    total -$62,540 · excluded -$62,540

  • 11a · Other revenue: OTHER REVENUE

    total $11,815 · related or exempt $11,815

  • 11e · Other revenue, total

    $11,815

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $170,914 · program services $85,457 · management and general $49,565 · fundraising $35,892

  • 7 · Other salaries and wages

    total $960,363 · program services $763,758 · management and general $99,889 · fundraising $96,716

  • 8 · Pension plan contributions

    total $43,979 · program services $40,616 · management and general $841 · fundraising $2,522

  • 9 · Other employee benefits

    total $174,616 · program services $106,018 · management and general $39,787 · fundraising $28,811

  • 10 · Payroll taxes

    total $76,126 · program services $51,988 · management and general $13,485 · fundraising $10,653

  • 11c · Fees: accounting

    total $35,611 · program services $17,806 · management and general $10,327 · fundraising $7,478

  • 11g · Fees: other

    total $11,050 · program services $5,524 · management and general $3,205 · fundraising $2,321

  • 12 · Advertising and promotion

    total $322,124 · program services $146,410 · fundraising $175,714

  • 13 · Office expenses

    total $35,127 · program services $17,561 · management and general $10,189 · fundraising $7,377

  • 14 · Information technology

    total $110,042 · program services $105,342 · management and general $2,726 · fundraising $1,974

  • 16 · Occupancy

    total $254,371 · program services $227,813 · management and general $15,404 · fundraising $11,154

  • 17 · Travel

    total $11,889 · program services $10,437 · management and general $842 · fundraising $610

  • 22 · Depreciation, depletion and amortization

    total $22,194 · program services $11,097 · management and general $6,436 · fundraising $4,661

  • 23 · Insurance

    total $12,951 · program services $6,476 · management and general $3,755 · fundraising $2,720

  • 24a · Other expenses: TOUR PRODUCTION

    total $1,607,153 · program services $1,607,153

  • 24b · Other expenses: COMMUNITY ENGAGEMENT

    total $214,368 · program services $113,425 · fundraising $100,943

  • 24c · Other expenses: MISCELLANEOUS

    total $49,353 · program services $45,651 · management and general $513 · fundraising $3,189

  • 24d · Other expenses: TICKET/BOX OFFICE FEES

    total $39,242 · program services $39,242

  • 24e · All other expenses

    total $44,535 · program services $25,435 · management and general $11,078 · fundraising $8,022

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $753 · end of year $622

  • 2 · Savings and temporary cash investments

    beginning of year $1,160,786 · end of year $758,149

  • 3 · Pledges and grants receivable

    beginning of year $55,150 · end of year $366,034

  • 4 · Accounts receivable

    beginning of year $2,582

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,892 · end of year $1,990

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

    $189,374

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

    $110,332

  • 10c · Land, buildings and equipment, net

    beginning of year $101,236 · end of year $79,042

  • 11 · Investments: publicly traded securities

    beginning of year $263,785 · end of year $279,001

  • 15 · Other assets

    beginning of year $35,911 · end of year $35,029

  • 17 · Accounts payable and accrued expenses

    beginning of year $173,426 · end of year $223,617

  • 19 · Deferred revenue

    beginning of year $4,484 · end of year $7,990

  • 27 · Net assets without donor restrictions

    beginning of year $1,236,089 · end of year $1,072,501

  • 28 · Net assets with donor restrictions

    beginning of year $208,096 · end of year $215,759

Mission and programs · 2022

Mission

THE BOSTON PHILHARMONIC ORCHESTRA (BPO) IS COMMITTED TO BRINGING PASSIONATE MUSIC-MAKING TO THE WORLD. THROUGH OUR PROBING, INNOVATIVE PERFORMANCES OF THE HIGHEST QUALITY, CAREFULLY DESIGNED PROGRAMS, INFORMATIVE AND INTELLIGENT PROGRAM NOTES, AND PRE-CONCERT LECTURES THAT HEIGHTEN AUDIENCE PARTICIPATION, THE BPO REACHES TO THE HEART OF GREAT MUSIC TO OFFER AN EXPANSIVE, ENRICHING EXPERIENCE FOR PLAYERS AND AUDIENCES ALIKE. THE BOSTON PHILHARMONIC YOUTH ORCHESTRA EXPANDS THE IMPACT OF THE BPO, WITH A MISSION OF "SHAPING FUTURE LEADERS THROUGH MUSIC." BPYO OFFERS A UNIQUE OPPORTUNITY FOR YOUNG INSTRUMENTALISTS WHO WANT TO STUDY GREAT ORCHESTRAL REPERTOIRE IN A MUSICALLY DYNAMIC AND INTELLECTUALLY CHALLENGING COMMUNITY. IN LIGHT OF OUR BELIEF THAT MUSIC IS FOR EVERYONE, EDUCATION AND OUTREACH ARE AT THE CORE OF THE BOSTON PHILHARMONIC'S ACTIVITIES. IT IS OUR DRIVING PHILOSOPHY THAT EVERYONE WILL GROW TO LOVE MUSIC WHEN GIVEN THE TOOLS TO DISCOVER AND UNDERSTAND IT.

Activities or mission (Part I)

THE MISSION OF THE BOSTON PHILHARMONIC ORCHESTRA (BPO) IS TO BRING THE VIBRANT JOY OF GREAT MUSIC TO NEW AND EXISTING AUDIENCES THROUGH ENGAGEMENT AND CONNECTION WITH THE MUSIC, THE PLAYERS AND THE CONDUCTOR. THROUGH OUR MUSIC, THE BPO ASPIRES TO EXPAND THE HUMAN 'POSSIBILITY AND REDEFINE AND REINVIGORATE THE CLASSICAL MUSIC EXPERIENCE FOR AUDIENCES AND PLAYERS ALIKE. THROUGH THE BOSTON PHILHARMONIC YOUTH ORCHESTRA AND CRESCENDO! COMMUNITY ENGAGEMENT PROGRAMS, WE WORK TO SHAPE FUTURE LEADERS THROUGH MUSIC AND TO FULFILL OUR VISION OF PASSIONATE MUSIC-MAKING WITHOUT BOUNDARIES.

  • BOSTON PHILHARMONIC YOUTH ORCHESTRA (BPYO): WITH A MISSION OF SHAPING FUTURE LEADERS THROUGH MUSIC, THE TUITION-FREE BPYO PROVIDES A UNIQUE OPPORTUNITY FOR ACCOMPLISHED YOUNG MUSICIANS (AGES 12-21) TO STUDY GREAT ORCHESTRAL REPERTOIRE IN A MUSICALLY DYNAMIC AND INTELLECTUALLY CHALLENGING COMMUNITY. IN ADDITION TO FREQUENT PERFORMANCES IN BOSTON'S SYMPHONY HALL AND SANDERS THEATRE, THE BPYO TOURS ANNUALLY AND HAS PERFORMED IN CARNEGIE HALL AND THROUGHOUT EUROPE AND SOUTH AMERICA.

    Expenses $1,407,493 · Revenue $214,108

  • BOSTON PHILHARMONIC ORCHESTRA (BPO): ONE OF BOSTON'S PREMIER ORCHESTRAS, THE BPO IS COMMITTED TO BRINGING PASSIONATE MUSIC-MAKING TO THE WORLD. THE MEMBERS OF THE BPO ARE A UNIQUE BLEND OF PROFESSIONAL, STUDENT, AND AMATEUR MUSICIANS. THROUGH PROBING, INNOVATIVE PERFORMANCES OF THE HIGHEST QUALITY, CAREFULLY DESIGNED PROGRAMS, INFORMATIVE AND INTELLIGENT PROGRAM NOTES, AND PRE-CONCERT LECTURES THAT HEIGHTEN PARTICIPATION, THE BPO REACHES TO THE HEART OF GREAT MUSIC TO OFFER AN EXPANSIVE, ENRICHING EXPERIENCE FOR PLAYERS AND AUDIENCES ALIKE.

    Expenses $1,744,248 · Revenue $346,456

  • THE BENJAMIN ZANDER CENTER IS AN INITIATIVE DEDICATED TO CAPTURING THE IMPACTFUL LEGACY OF BENJAMIN ZANDER, THE ORCHESTRA'S FOUNDER. THROUGH AN INNOVATIVE WEB PORTAL (THE BENJAMIN ZANDER CENTER), A RECORD LABEL (BRATTLE MEDIA), AND OTHER SPECIAL PROJECTS, THE MEDIA CENTER'S MISSION IS TO BRING THE TRANSFORMATIVE POWER OF ZANDER'S TEACHINGS TO A GLOBAL AUDIENCE.

    Expenses $275,468

  • CRESCENDO EDUCATION & COMMUNITY OUTREACH PROGRAM: THE BOSTON PHILHARMONIC ORCHESTRA (BPO) IS COMMITTED TO PROVIDING OPPORTUNITIES AND TOOLS FOR THE LOCAL COMMUNITY TO LEARN ABOUT AND HELP CREATE A PERSONAL CONNECTION TO CLASSICAL MUSIC. WITH A VISION OF PROVIDING A COMPREHENSIVE EDUCATIONAL EXPERIENCE THAT STUDENTS CAN TAKE FROM THE CLASSROOM TO THE PERFORMANCE HALL TO THEIR HOMES, THE EDUCATION AND COMMUNITY ENGAGEMENT PROGRAM INCLUDES SCHOOL VISITS BY BPO MUSICIANS, FREE TICKETS FOR SCHOOL GROUPS, AND PROGRAM BOOKS, ONLINE STUDY GUIDES AND ACTIVITIES DESIGNED FOR YOUNG PEOPLE TO WORK ON WITH THEIR TEACHERS OR FAMILIES.

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

Listed in Part VII

  • Benjamin Zander

    DIRECTOR, MUSIC DIRECTOR

    Total calculated
    $3,824
    From this org
    $0
    From related orgs
    $0
    Other
    $3,824
    Hours/week
    40

  • Sherie Bush

    CHAIR

    Total calculated
    $0
    Hours/week
    15

  • Thomas J Raffa

    VICE CHAIR, TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Andrew Goodearl

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Janice Forgays

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Jerilyn Asher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Armenne Derderian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charles Dornbush

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Geralyn White Dreyfous

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jacqueline Fearer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Urs Gauchat

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sung-Dae Hong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia Kung

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Winfield Perry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Malcolm Salter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter Sheckman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tricia Rose Stone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard James Trant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elisabeth Christensen

    MANAGING DIRECTOR

    Total calculated
    $168,528
    From this org
    $150,000
    From related orgs
    $0
    Other
    $18,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $0
    Other
    $0
    Deferred
    $7,788
    Nontaxable benefits
    $10,740
    Filer's total
    $168,528

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202431349349302123

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