BOSTON LYRIC OPERA COMPANY INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: BOSTON LYRIC OPERA COMPANY INC (EIN 04-2469627)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-14
IRS object ID: 202641349349306139
Schema version: 2024v5.5
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-14T12:31:18-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	872525370	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CITRIN COOPERMAN ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 EXCHANGE STREET SUITE 9-100	AddressLine1Txt
City	PROVIDENCE	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02903	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042469627	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BOSTON LYRIC OPERA COMPANY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BOST	BusinessNameControlTxt
Phone	6175424912	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	15 CHANNEL CENTER STREET 106	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JARRELL PERKINS	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	6175424912	PhoneNum
Signature	2026-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMBER BICHUN	PreparerPersonNm
PTIN	P01718349	PTIN
Phone	4014214800	PhoneNum
Preparation	2026-05-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JARRELL PERKINS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	15 CHANNEL CENTER STREET 106	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$18,483,570	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BLO.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1970	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	BOSTON LYRIC OPERA INSPIRES, ENTERTAINS, AND CONNECTS COMMUNITIES THROUGH COMPELLING OPERA PERFORMANCES, PROGRAMS, AND GATHERINGS.	ActivityOrMissionDesc
Voting Members Governing Body	28	VotingMembersGoverningBodyCnt
Voting Members Independent	28	VotingMembersIndependentCnt
Total Employee	355	TotalEmployeeCnt
Total Volunteers	70	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$8,553,258	PYContributionsGrantsAmt
CY Contributions Grants	$12,176,507	CYContributionsGrantsAmt
PY Program Service Revenue	$908,540	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,191,427	CYProgramServiceRevenueAmt
PY Investment Income	$539,875	PYInvestmentIncomeAmt
CY Investment Income	$1,036,565	CYInvestmentIncomeAmt
PY Other Revenue	$129,184	PYOtherRevenueAmt
CY Other Revenue	$66,972	CYOtherRevenueAmt
PY Total Revenue	$10,130,857	PYTotalRevenueAmt
CY Total Revenue	$14,471,471	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,639,780	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,749,744	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,350,531	CYTotalFundraisingExpenseAmt
PY Other Expenses	$8,718,804	PYOtherExpensesAmt
CY Other Expenses	$6,593,171	CYOtherExpensesAmt
PY Total Expenses	$13,358,584	PYTotalExpensesAmt
CY Total Expenses	$12,342,915	CYTotalExpensesAmt
PY Revenues Less Expenses	-$3,227,727	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,128,556	CYRevenuesLessExpensesAmt
Total Assets BOY	$35,514,671	TotalAssetsBOYAmt
Total Assets EOY	$38,216,654	TotalAssetsEOYAmt
Total Liabilities BOY	$17,296,324	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$17,421,946	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$18,218,347	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$20,794,708	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	BOSTON LYRIC OPERA INSPIRES, ENTERTAINS, AND CONNECTS COMMUNITIES THROUGH COMPELLING OPERA PERFORMANCES, PROGRAMS, AND GATHERINGS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$7,609,343	ExpenseAmt
Revenue	$1,191,427	RevenueAmt
Desc	PRODUCTIONS:THE 2024/25 SEASON WELCOMED MORE THAN 22,200 AUDIENCE MEMBERS THE COMPANY'S HIGHEST ATTENDANCE IN MORE THAN A DECADE. THE PRODUCTION LINE-UP INCLUDED THE RARELY PERFORMED MITRIDATE, MOZART'S FIRST PUBLISHED OPERA; VERDI'S AIDA, BRINGING TOGETHER NEARLY 200 ARTISTS, INCLUDING 100 CHORISTERS AND A FULL ORCHESTRA; THE SEASONS, A WORLD-PREMIERE OPERA INSPIRED BY VIVALDI AND CLIMATE CHANGE WITH A LIBRETTO BY AMERICAN PLAYWRIGHT SARAH RUHL; AND RODGERS AND HAMMERSTEIN'S CAROUSEL, MARKING THE 80TH ANNIVERSARY OF THE PRODUCTION AND RETURNING THE SHOW TO THE HOME OF ITS 1940S PRE-BROADWAY TRYOUT.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$383,170	ExpenseAmt
Desc	COMMUNITY & EDUCATION:MORE THAN 8,200 PEOPLE PARTICIPATED IN BLO'S FREE COMMUNITY AND EDUCATION PROGRAMS THIS SEASON. PROGRAMMING INCLUDED THE STREET STAGE OUTDOOR CONCERT SERIES, A MOBILE MUSIC VENUE THAT ACTIVATED NEIGHBORHOODS ACROSS GREATER BOSTON AND CULMINATED IN A BOSTON CITY COUNCIL RESOLUTION RECOGNIZING BLO'S CULTURAL LEADERSHIP. YOUTH ENGAGEMENT PROGRAMING INCLUDED BLO'S ANNUAL OPERA STORIES TOUR TO MORE THAN 20 SCHOOLS AND LIBRARIES AND THE COMPANY'S CREATE YOUR OWN OPERA" SCHOOL PARTNERSHIP PROGRAM SUPPORTING K-12 STUDENTS AS THEY WRITE, COMPOSE, REHEARSE, AND PREMIERE ORIGINAL OPERAS.THIS YEAR, BLO LAUNCHED A NEW COMMUNITY INITIATIVE, "RISING WATERS / RISING VOICES" TO ENGAGE IN PUBLIC CONVERSATIONS ABOUT THE CHALLENGES POSED BY CLIMATE CHANGE, WITH PARTNERS INCLUDING THE BOSTON PUBLIC LIBRARY, MUSEUM OF SCIENCE, GROUNDWATER ARTS, STONE LIVING LAB, AND THE MIT MEDIA LAB. A HIGHLIGHT OF THE INITIATIVE WAS A PERFORMANCE OF NOAH'S FLOOD, BLO'S FIRST FREE, PARTICIPATORY COMMUNITY OPERA, FEATURING 400 YOUTH AND COMMUNITY PERFORMERS AND PARTNERING BLO WITH A DOZEN COMMUNITY AND YOUTH-FOCUSED ORGANIZATIONS, WITH SPECIAL REMARKS BY MAYOR MICHELLE WU AND MASSACHUSETTS CULTURAL COUNCIL EXECUTIVE DIRECTOR MICHAEL BOBBITT.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$4,380	ExpenseAmt
Desc	SPACE:THIS SEASON MARKED THE FULL ACTIVATION OF BLO'S OPERA + COMMUNITY STUDIOS, A 14,000+ SQUARE FOOT ART-MAKING AND CIVIC SPACE IN BOSTON'S FORT POINT NEIGHBORHOOD. IN 2024/25, THE STUDIOS HOSTED MORE THAN 100 PROGRAMS, REHEARSALS, EXHIBITIONS, COMMUNITY DIALOGUES, AND RENTALS; BECAME THE NEW HOME FOR ALL BLO STAGING, DESIGN, ORCHESTRA, CHORUS, AND MASTERCLASS REHEARSALS; AND HAS STRENGTHENED RELATIONSHIPS WITH NEIGHBORS, CIVIC PARTNERS, AND ARTISTS ACROSS THE REGION.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$0	ExpenseAmt

Field	Value	IRS element (for citing)
Total Program Service Expenses	$7,996,893	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	110	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	355	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	28	GoverningBodyVotingMembersCnt
Independent Voting Member	28	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JARRELL PERKINS CHIEF FINANCIAL OFFICER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6175424912	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	15 CHANNEL CENTER STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
WAYNE DAVIS
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
ANDREW EISENBERG
VICE-PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
ALICIA COONEY
CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
MIGUEL DE BRAGANCA
VICE CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
SUSAN W JACOBS
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
DR IRVING H PLOTKIN
CLERK	1.00	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL PUZO
IMMEDIATE PAST BOARD CHAIR	1.00	Yes (X)		$0	$0	$0
LINDA CABOT BLACK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
WILLIAM BODMAN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
TIMOTHY FULHAM
DIRECTOR	1.00	Yes (X)		$0	$0	$0
CHRISTINE GOERKE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JACK GORMAN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
LISA HILLENBRAND
DIRECTOR	1.00	Yes (X)		$0	$0	$0
AMELIA WELT KATZEN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
SALLY KORNBLUTH
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARIA J KROKIDAS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JOHN LODER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ABIGAIL B MASON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JO FRANCES MEYER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ANNE M MORGAN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
A NEIL PAPPALARDO
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARIA PARK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
WINFIELD PERRY
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JENNIFER RITVO HUGHES
DIRECTOR	1.00	Yes (X)		$0	$0	$0
SUSAN RODGERSON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
VINCENT D ROUGEAU
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ALEX SENCHAK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
RAY STATA
DIRECTOR	1.00	Yes (X)		$0	$0	$0
PETER WENDER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
GEORGE YIP
DIRECTOR	1.00	Yes (X)		$0	$0	$0
BRADLEY A VERNATTER
GENERAL DIRECTOR AND CEO	40.00		Yes (X)	$350,976	$0	$9,498
ISHAN JOHNSON
CHIEF PHILANTHROPY OFFICER	40.00		Yes (X)	$188,534	$0	$10,048
JARREL PERKINS
CHIEF FINANCIAL OFFICER	40.00		Yes (X)	$163,383	$0	$26,250
DAVID A TOMPKINS
CHIEF OPERATING OFFICER	40.00		Yes (X)	$165,015	$0	$525
JULIA PROPP
SENIOR MARKETING MANAGER	40.00			$136,505	$0	$861	Yes (X)
LIZABETH MALANGA
SENIOR ADMINSTRATOR	40.00			$127,354	$0	$1,753	Yes (X)
SARA C O'BRIEN
COMMUNITY RELATION DIRECTOR	40.00			$116,328	$0	$302	Yes (X)
NINA NELSEN
ARTISTIC DIRECTOR	40.00			$112,658	$0	$13,347	Yes (X)
CATERINA PINA
HUMAN RESOURCES DIRECTOR	40.00			$100,741	$0	$870	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,461,494	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$63,454	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	9	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
RESILIENT PHILANTHROPY
PO BOX 1919	WINTER PARK	FL	32790	PHILANTHROPY CONSULTANT	$506,006
FLANSBURGH ASSOCIATES INC
77 NORTH WASHINGTON STREET	BOSTON	MA	02114	DESIGN DEVELOPMENT/CONSTRUCTION	$282,219
4WALL
7 MANLEY STREET	WEST BRIDGEWATER	MA	02379	VENUE/THEATER INFRASTRUCTURE	$222,717
CATERED AFFAIR
PO BOX 432	HINGHAM	MA	02043	CATERING	$158,463
THRIVE OPERATIONS
25 FORBES BOULEVARD SUITE 3	FOXBOROUGH	MA	02035	IT SERVICE	$144,876

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Fundraising	$608,118	FundraisingAmt
All Other Contributions	$11,568,389	AllOtherContributionsAmt
Noncash Contributions	$1,883,015	NoncashContributionsAmt
Total Contributions	$12,176,507	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	TICKET SALES	Desc
Business	711110	BusinessCd
Total Revenue Column	$1,191,427	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,191,427	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,191,427	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$332,093	TotalRevenueColumnAmt
Exclusion	$332,093	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,430,525	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,726,053	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$704,472	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$704,472	TotalRevenueColumnAmt
Exclusion	$704,472	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$1,000	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$608,118	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$286,046	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$285,046	TotalRevenueColumnAmt
Exclusion	-$285,046	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$352,018	TotalRevenueColumnAmt
Exclusion	$352,018	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$352,018	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,471,471	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,191,427	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,103,537	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$815,201	TotalAmt
Program Services	$612,524	ProgramServicesAmt
Management And General	$152,482	ManagementAndGeneralAmt
Fundraising	$50,195	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,019,693	TotalAmt
Program Services	$3,049,484	ProgramServicesAmt
Management And General	$728,300	ManagementAndGeneralAmt
Fundraising	$241,909	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$31,574	TotalAmt
Program Services	$20,507	ProgramServicesAmt
Management And General	$8,505	ManagementAndGeneralAmt
Fundraising	$2,562	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$508,817	TotalAmt
Program Services	$330,478	ProgramServicesAmt
Management And General	$137,059	ManagementAndGeneralAmt
Fundraising	$41,280	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$374,459	TotalAmt
Program Services	$261,738	ProgramServicesAmt
Management And General	$69,333	ManagementAndGeneralAmt
Fundraising	$43,388	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$139,087	TotalAmt
Management And General	$139,087	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$47,052	TotalAmt
Management And General	$47,052	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$77,488	TotalAmt
Management And General	$77,488	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,565,596	TotalAmt
Program Services	$1,390,164	ProgramServicesAmt
Management And General	$127,269	ManagementAndGeneralAmt
Fundraising	$48,163	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$91,653	TotalAmt
Program Services	$91,526	ProgramServicesAmt
Fundraising	$127	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$175,183	TotalAmt
Program Services	$141,090	ProgramServicesAmt
Management And General	$22,608	ManagementAndGeneralAmt
Fundraising	$11,485	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$239,147	TotalAmt
Program Services	$151,770	ProgramServicesAmt
Management And General	$84,442	ManagementAndGeneralAmt
Fundraising	$2,935	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$28,787	TotalAmt
Program Services	$28,561	ProgramServicesAmt
Fundraising	$226	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,222,216	TotalAmt
Program Services	$989,848	ProgramServicesAmt
Management And General	$118,767	ManagementAndGeneralAmt
Fundraising	$113,601	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$584,425	TotalAmt
Program Services	$471,572	ProgramServicesAmt
Management And General	$90,731	ManagementAndGeneralAmt
Fundraising	$22,122	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$9,982	TotalAmt
Program Services	$1,757	ProgramServicesAmt
Management And General	$8,176	ManagementAndGeneralAmt
Fundraising	$49	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$151,755	TotalAmt
Management And General	$151,755	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$97,897	TotalAmt
Program Services	$81,967	ProgramServicesAmt
Management And General	$15,930	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$86,764	TotalAmt
Management And General	$86,764	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	CAMPAIGN EXPENSES	Desc
Total	$1,902,718	TotalAmt
Program Services	$212,181	ProgramServicesAmt
Management And General	$929,743	ManagementAndGeneralAmt
Fundraising	$760,794	FundraisingAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$173,421	TotalAmt
Program Services	$161,726	ProgramServicesAmt
Fundraising	$11,695	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,342,915	TotalAmt
Program Services	$7,996,893	ProgramServicesAmt
Management And General	$2,995,491	ManagementAndGeneralAmt
Fundraising	$1,350,531	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$178,284	BOYAmt
EOY	$324,477	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,498,169	BOYAmt
EOY	$3,248,316	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,193,761	BOYAmt
EOY	$4,992,482	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$147,529	BOYAmt
EOY	$322,194	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$87,468	BOYAmt
EOY	$193,478	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,396,567	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$645,567	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$66,150	BOYAmt
EOY	$751,000	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$15,508,078	BOYAmt
EOY	$16,133,104	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,835,232	BOYAmt
EOY	$12,251,603	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$35,514,671	BOYAmt
EOY	$38,216,654	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,585,873	BOYAmt
EOY	$1,878,685	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$605,216	BOYAmt
EOY	$243,986	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$79,257	BOYAmt
EOY	$75,379	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,025,978	BOYAmt
EOY	$15,223,896	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$17,296,324	BOYAmt
EOY	$17,421,946	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$3,414,957	BOYAmt
EOY	-$424,515	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$21,633,304	BOYAmt
EOY	$21,219,223	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$18,218,347	BOYAmt
EOY	$20,794,708	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$35,514,671	BOYAmt
EOY	$38,216,654	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,128,556	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$447,805	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,782,089	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,804,379	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,337,471	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,553,258	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,176,507	CurrentTaxYearAmt
Total	$40,653,704	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,782,089	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,804,379	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,337,471	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,553,258	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,176,507	CurrentTaxYearAmt
Total	$40,653,704	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$8,699,309	SubstantialContributorsTotAmt
Public Support Total170	$31,954,395	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$334,295	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$316,564	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$413,773	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$344,451	CurrentTaxYearMinus1YearAmt
Current Tax Year	$332,093	CurrentTaxYearAmt
Total	$1,741,176	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$129,184	CurrentTaxYearMinus1YearAmt
Current Tax Year	$352,018	CurrentTaxYearAmt
Total	$481,202	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$42,876,082	TotalSupportAmt
Gross Receipts Rltd Activities	$4,026,728	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.74530	PublicSupportCY170Pct
Public Support PY170	0.72480	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2023 AMOUNT: $ 129,184. 2024 AMOUNT: $ 352,018.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$16,538,204	BeginningYearBalanceAmt
Contributions	$250,000	ContributionsAmt
Investment Earnings Or Losses	$1,506,182	InvestmentEarningsOrLossesAmt
Other Expenditures	$792,450	OtherExpendituresAmt
End Year Balance	$17,501,936	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$16,263,398	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,575,400	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,300,594	OtherExpendituresAmt
End Year Balance	$16,538,204	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$16,102,796	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,058,191	InvestmentEarningsOrLossesAmt
Other Expenditures	$897,589	OtherExpendituresAmt
End Year Balance	$16,263,398	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$18,884,128	BeginningYearBalanceAmt
Contributions	$300,000	ContributionsAmt
Investment Earnings Or Losses	-$1,600,070	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,481,262	OtherExpendituresAmt
End Year Balance	$16,102,796	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,616,855	BeginningYearBalanceAmt
Investment Earnings Or Losses	$3,367,273	InvestmentEarningsOrLossesAmt
Other Expenditures	$100,000	OtherExpendituresAmt
End Year Balance	$18,884,128	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.88240	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.11760	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$36,270	OtherCostOrOtherBasisAmt
Depreciation	$17,146	DepreciationAmt
Book Value	$19,124	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,175,050	OtherCostOrOtherBasisAmt
Depreciation	$476,022	DepreciationAmt
Book Value	$699,028	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$185,247	OtherCostOrOtherBasisAmt
Depreciation	$152,399	DepreciationAmt
Book Value	$32,848	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$751,000	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
OPERATING RIGHT-OF-USE ASSETS	$12,229,436
DEPOSITS	$22,167

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$12,251,603	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
OPERATING LEASE LIABILITIES	$12,819,433
LINE OF CREDIT	$2,381,061
PPP LOAN PAYABLE	$23,402

Field	Value	IRS element (for citing)
Total Liability	$15,223,896	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

BLO HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR RESTRICTED FUNDS THAT BLO MUST HOLD IN PERPETUITY. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE PRIMARY LONG-TERM FINANCIAL OBJECTIVE IS TO PRESERVE THE REAL (I.E. INFLATION ADJUSTED) VALUE OF THE ENDOWMENT FUND PORTFOLIO. THIS OBJECTIVE IS MEASURED ON AN INTERMEDIATE AND LONG-TERM BASIS (THREE, FIVE AND TEN YEARS). THE SECONDARY FINANCIAL OBJECTIVES ARE TO PROVIDE WITHIN THE PARAMETERS OF MODERATE RISK; 1) ANNUAL INCOME, DEFINED AS TOTAL RETURN FROM INTEREST, DIVIDENDS AND APPRECIATION IN EXCESS OF INFLATION AND; 2) LONG-TERM GROWTH OF THE ASSETS. TO SATISFY ITS OBJECTIVES, BLO RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD (INTEREST AND DIVIDENDS). BLO TARGETS A DIVERSIIFED ASSET ALLOCATION THAT INCLUDES EQUITIES AND FIXED INCOME INVESTMENTS WITHIN PRUDENT RISK CONSTRAINTS. THE INVESTING AND SPENDING POLICIES ADOPTED INCORPORATE THE TRANSFER OF A PORTION OF THE VALUE OF ENDOWMENT ASSETS TO THE OPERATING BUDGET SUBJECT TO VARIOUS FACTORS. THE SPENDING POLICY IS CALCULATED AS FOLLOWS: BLO MAY, UNDER THE ADVISEMENT OF THE FINANCE COMMITTEE, TRANSFER TO THE OPERATING BUDGET ON A QUARTERLY BASIS AS DETERMINED BY THE CALCULATION FOR THE QUARTER, AN AMOUNT EQUAL TO A PERCENTAGE ESTABLISHED BY THE BOARD EACH FISCAL YEAR USING A 12-QUARTER ROLLING AVERAGE.

PART X, LINE 2:

BLO IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ASC TOPIC 740 ADDRESSES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND ESTABLISHES FOR ALL ENTITIES, INCLUDING NOT-FOR-PROFIT ENTITIES SUCH AS BLO, A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFIT OF POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN FILING TAX RETURNS (INCLUDING WHETHER AN ENTITY IS TAXABLE IN A PARTICULAR JURISDICTION). BLO RECOGNIZES TAX BENEFITS ONLY IF IT IS MORE LIKELY THAN NOT THAT A TAX POSITION (INCLUDING BLO'S ASSERTION THAT ITS INCOME IS EXEMPT FROM TAX) WILL BE SUSTAINED UPON EXAMINATION. NO LIABILITY FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS OF JUNE 30, 2025 OR 2024. BLO FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF MASSACHUSETTS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GALA	Event1Nm
Gross Receipts Event1	$609,118	GrossReceiptsEvent1Amt
Charitable Contri Event1	$608,118	CharitableContriEvent1Amt
Gross Revenue Event1	$1,000	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$500	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$156,431	FoodAndBeverageEvent1Amt
Entertainment Event1	$20,502	EntertainmentEvent1Amt
Other Direct Expenses Event1	$108,613	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$609,118	GrossReceiptsTotalAmt
Charitable Contributions Tot	$608,118	CharitableContributionsTotAmt
Gross Revenue Total Events	$1,000	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$500	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$156,431	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$20,502	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$108,613	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$286,046	DirectExpenseSummaryEventsAmt
Net Income Summary	-$285,046	NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRADLEY A VERNATTER
GENERAL DIRECTOR AND CEO	$350,976	$0	$0	$0	$0	$0	$0	$0	$9,498	$0	$360,474	$0	$0	$0
ISHAN JOHNSON
CHIEF PHILANTHROPY OFFICER	$188,534	$0	$0	$0	$0	$0	$615	$0	$9,433	$0	$198,582	$0	$0	$0
JARREL PERKINS
CHIEF FINANCIAL OFFICER	$163,383	$0	$0	$0	$0	$0	$1,238	$0	$25,012	$0	$189,633	$0	$0	$0
DAVID A TOMPKINS
CHIEF OPERATING OFFICER	$165,015	$0	$0	$0	$0	$0	$525	$0	$0	$0	$165,540	$0	$0	$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	14	ContributionCnt
Noncash Contributions Rpt F990	$1,883,015	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE NUMBER OF CONTRIBUTIONS ARE BASED ON THE NUMBER OF TIMES CONTRIBUTIONS WERE RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	FINAL APPROVAL OF THE ANNUAL AUDITED FINANCIAL STATEMENTS AND CORPORATE TAX RETURNS IS VESTED WITH THE BOARD OF DIRECTORS UPON RECOMMENDATION OF THE EXECUTIVE, AUDIT, AND FINANCE COMMITTEES. A BOARD COMMENT PERIOD IS PROVIDED.
FORM 990, PART VI, SECTION B, LINE 12C	BLO COLLECTS DISCLOSURE STATEMENTS ANNUALLY FROM ALL BOARD MEMBERS AND FROM STAFF MEMBERS WITH SIGNIFICANT DECISION-MAKING AUTHORITY. POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE ATTENTION OF THE CHAIR OF THE BOARD AND/OR GENERAL DIRECTOR OF BLO FOR CONSIDERATION BY THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15A	BLO USES SEVERAL INFORMATION SOURCES TO ESTABLISH COMPENSATION. THESE SOURCES INCLUDE SURVEY OF SALARY INFORMATION FOR POSITION EQUIVALENTS IN SELECTED MASSACHUSETTS CULTURAL INSTITUTIONS, OPERA AMERICA DATA ON SALARIES FROM ITS MOST RECENT SALARY AND BENEFITS SURVEY AND INDEPENDENT RESEARCH.
FORM 990, PART VI, SECTION C, LINE 19	BLO DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON BLO'S WEBSITE, CHARITY NAVIGATOR, GUIDESTAR AND THROUGH THE CULTURAL DATA PROJECT (CDP).
FORM 990, PART IX, LINE 11G	CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,390,164. MANAGEMENT AND GENERAL EXPENSES 127,269. FUNDRAISING EXPENSES 48,163. TOTAL EXPENSES 1,565,596.