CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC (EIN 56-6011568)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-17
- IRS object ID
- 202641079349301309
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-17T12:02:52-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | 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 | 566011568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Business Name Line2 | SOCIETY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7049722003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 WEST TRADE STREET 600 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID JL FISK | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7049722003 | PhoneNum |
| Signature | 2026-04-17 | 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 | BREE-ANN WEIDNER | PreparerPersonNm |
| PTIN | P01319397 | PTIN |
| Phone | 7043771678 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DAVID JL FISK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 WEST TRADE STREET 600 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,367,201 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARLOTTESYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE CHARLOTTE SYMPHONY UPLIFTS, ENTERTAINS, AND EDUCATES THE DIVERSE COMMUNITIES OF CHARLOTTE-MECKLENBURG AND BEYOND THROUGH EXCEPTIONAL MUSICAL EXPERIENCES. REACHING OUT THROUGH THE TRANSFORMATIVE POWER OF LIVE MUSIC, THE CHARLOTTE SYMPHONY WILL BE A CIVIC LEADER, REFLECTING AND UNITING OUR REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 315 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,269,459 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,905,447 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,925,449 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,937,885 | CYProgramServiceRevenueAmt |
| PY Investment Income | $79,881 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,450 | CYInvestmentIncomeAmt |
| PY Other Revenue | $167,513 | PYOtherRevenueAmt |
| CY Other Revenue | $249,128 | CYOtherRevenueAmt |
| PY Total Revenue | $17,442,302 | PYTotalRevenueAmt |
| CY Total Revenue | $27,113,910 | 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 | $8,990,758 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,533,260 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $160,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $63,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,001,681 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,491,509 | PYOtherExpensesAmt |
| CY Other Expenses | $5,233,792 | CYOtherExpensesAmt |
| PY Total Expenses | $13,642,267 | PYTotalExpensesAmt |
| CY Total Expenses | $14,830,052 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,800,035 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,283,858 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,699,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,059,541 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,351,564 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,319,361 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,348,411 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,740,180 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO IGNITE THE HUMAN SPIRIT THROUGH THE PASSION AND UNIFYING POWER OF LIVE SYMPHONIC MUSIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,264,971 | ExpenseAmt |
| Revenue | $3,773,691 | RevenueAmt |
| Desc | SYMPHONY PERFORMANCES - LAST YEAR 170,000+ PEOPLE EXPERIENCED LIVE MUSIC WITH THE CHARLOTTE SYMPHONY WITH 175 CONCERTS PRESENTED IN 34 VENUES ACROSS THE REGION. EVENTS INCLUDED VIRTUAL AND IN-PERSON PERFORMANCES OF CLASSICAL MASTERWORKS, POPS FAVORITES, INFORMAL CONCERTS IN LOCAL BREWERIES, AND VIRTUAL EDUCATIONAL CONCERTS FOR THOUSANDS OF CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $607,794 | ExpenseAmt |
| Revenue | $137,658 | RevenueAmt |
| Desc | YOUTH ORCHESTRAS - WITH THE BELIEF THAT MAKING MUSIC IS A RIGHT, NOT A PRIVILEGE, WE ACTIVELY NURTURE THE NEXT GENERATION OF MUSICIANS AND MUSIC LOVERS BY SUPPORTING TWO YOUTH ORCHESTRAS FOCUSED ON DUAL GOALS OF EXTRAORDINARY MUSIC EDUCATION AND DIVERSITY, EQUITY AND INCLUSION. WE PROVIDE A NURTURING ENVIRONMENT FOR OUR YOUNG MUSICIANS TO CREATE LASTING BONDS THROUGH MUSIC AND FRIENDSHIP, AND INSTILL THE VALUES OF COMMUNITY SERVICE THROUGH MUSIC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,500 | ExpenseAmt |
| Revenue | $26,536 | RevenueAmt |
| Desc | COMMUNITY EDUCATION - AN INTENSIVE AFTERSCHOOL YOUTH PROGRAM FOCUSED ON CHARLOTTE'S CHILDREN WITH THE GREATEST NEEDS AND FEWEST RESOURCES, PROJECT HARMONY IS A MUSIC AND LEADERSHIP PROGRAM AIMED AT EXPANDING THE VISION OF WHAT IS POSSIBLE FOR OUR AREA YOUTH. CHILDREN ARE GIVEN FREE INSTRUMENTS, ORCHESTRA ENSEMBLE TRAINING, AND ACADEMIC SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,967,265 | 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 | Yes (1) | 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 | Yes (1) | 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 | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 315 | 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 | 25 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN DRAKE | PersonNm |
| Phone | 7047145121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 WEST TRADE STREET SUITE 600 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD KRUMDIECK | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MANLEY ROBERTS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY SCHALL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA GARCES ROSELLI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER SULLIVAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIETTE PRYOR | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN MAKRIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE KINLOCH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BYRON JOHNS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $75,435 | $0 | $17,141 | ||
| FRAN HYDE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LUCIA ZAPATA GRIFFITH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG FROEHLICH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| YLIDA SCOTT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SIDNEY FLETCHER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK CLEMENTS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE BUTTERWORTH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOYE D BLOUNT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISHA BLANCHARD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIENNE TINDER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA MUMM TRAMMELL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $60,360 | $0 | $16,335 | ||
| KEN WALKER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARRIE GALLOWAY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAMERON SHERRILL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY TOPILOW | ||||||||
| DIRECTOR (THRU 10/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY DELK | ||||||||
| DIRECTOR (THRU 6/2025) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX MCKINNON | ||||||||
| DIRECTOR (THRU 6/2025) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN WALKER | ||||||||
| DIRECTOR (THRU 6/2025) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA MCFARLAND FARTHING | ||||||||
| FORMER CHAIR (THRU 6/2025) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MANNY CLARK | ||||||||
| FORMER SECRETARY (THRU 12/2024) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ANKROM | ||||||||
| FORMER TREASURER (THRU 6/2025) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KWAME RYAN | ||||||||
| MUSIC DIRECTOR | 1.00 | 0.00 | Yes (X) | Yes (X) | $116,539 | $0 | $0 | |
| DAVID JL FISK | ||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $279,790 | $0 | $11,101 | |
| DENISE DEMAIO | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MELINDA SNYDER | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ULRIKE MILES | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CALIN LUPANU | ||||||||
| CONCERTMASTER | 40.00 | 0.00 | $132,713 | $0 | $22,937 | Yes (X) | ||
| ARAM KIM BRYAN | ||||||||
| VP LEARNING & COMMUNITY ENGAGEMENT | 40.00 | 0.00 | $138,967 | $0 | $10,811 | Yes (X) | ||
| SCOTT FRECK | ||||||||
| VP OF ARTISTIC OPERATIONS | 40.00 | 0.00 | $157,308 | $0 | $11,569 | Yes (X) | ||
| SHAYNE DOTY | ||||||||
| VP OF DEVELOPMENT | 40.00 | 0.00 | $185,556 | $0 | $11,569 | Yes (X) | ||
| CHRISTIAN DRAKE | ||||||||
| VP OF FINANCE | 40.00 | 0.00 | $146,869 | $0 | $11,569 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,293,537 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $113,032 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAZIN & COMPANY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9211 CORPORATE BLVD STE 310 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING SERVICES | ServicesDesc |
| Compensation | $174,111 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,355,698 | FederatedCampaignsAmt |
| Fundraising | $102,556 | FundraisingAmt |
| Government Grants | $62,500 | GovernmentGrantsAmt |
| All Other Contributions | $21,384,693 | AllOtherContributionsAmt |
| Noncash Contributions | $219,516 | NoncashContributionsAmt |
| Total Contributions | $22,905,447 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SINGLE TICKET SALES | 900099 | $2,311,647 | $2,311,647 |
| SEASON TICKET SALES | 900099 | $748,808 | $748,808 |
| OTHER FEE CONCERTS | 900099 | $651,749 | $651,749 |
| YOUTH ORCHESTRA | 900099 | $225,681 | $225,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,937,885 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,450 | TotalRevenueColumnAmt |
| Exclusion | $21,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $502,419 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $102,556 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $253,291 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $249,128 | TotalRevenueColumnAmt |
| Exclusion | $249,128 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,113,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,937,885 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $270,578 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,409 | TotalAmt |
| Program Services | $420,495 | ProgramServicesAmt |
| Management And General | $179,914 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,817,215 | TotalAmt |
| Program Services | $5,826,704 | ProgramServicesAmt |
| Management And General | $409,359 | ManagementAndGeneralAmt |
| Fundraising | $581,152 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,892 | TotalAmt |
| Program Services | $335,892 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $996,021 | TotalAmt |
| Program Services | $845,350 | ProgramServicesAmt |
| Management And General | $126,710 | ManagementAndGeneralAmt |
| Fundraising | $23,961 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,723 | TotalAmt |
| Program Services | $677,358 | ProgramServicesAmt |
| Management And General | $47,943 | ManagementAndGeneralAmt |
| Fundraising | $58,422 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,038 | TotalAmt |
| Management And General | $5,038 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,213 | TotalAmt |
| Management And General | $265,213 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,000 | TotalAmt |
| Fundraising | $63,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,746 | TotalAmt |
| Program Services | $121,265 | ProgramServicesAmt |
| Management And General | $191,564 | ManagementAndGeneralAmt |
| Fundraising | $111,917 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,030 | TotalAmt |
| Program Services | $536,030 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,733 | TotalAmt |
| Program Services | $91,346 | ProgramServicesAmt |
| Management And General | $180,884 | ManagementAndGeneralAmt |
| Fundraising | $42,503 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,368 | TotalAmt |
| Program Services | $18,223 | ProgramServicesAmt |
| Management And General | $101,957 | ManagementAndGeneralAmt |
| Fundraising | $24,188 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,082 | TotalAmt |
| Program Services | $6,040 | ProgramServicesAmt |
| Management And General | $177,042 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,464 | TotalAmt |
| Program Services | $362,805 | ProgramServicesAmt |
| Management And General | $22,690 | ManagementAndGeneralAmt |
| Fundraising | $14,969 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,692 | TotalAmt |
| Management And General | $43,692 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,255 | TotalAmt |
| Program Services | $20,250 | ProgramServicesAmt |
| Management And General | $86,005 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| THEATER COSTS/STAGEHAND | $1,308,498 | $1,305,848 | $959 | $1,691 |
| GUEST ARTISTS/CONDUCTOR | $1,141,628 | $1,141,628 | ||
| INSTRUMENTS & MUSIC | $268,807 | $252,422 | $16,385 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,238 | TotalAmt |
| Program Services | $5,609 | ProgramServicesAmt |
| Management And General | $5,751 | ManagementAndGeneralAmt |
| Fundraising | $79,878 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,830,052 | TotalAmt |
| Program Services | $11,967,265 | ProgramServicesAmt |
| Management And General | $1,861,106 | ManagementAndGeneralAmt |
| Fundraising | $1,001,681 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,051 | BOYAmt |
| EOY | $1,170,910 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,741,465 | BOYAmt |
| EOY | $93,743 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,468,688 | BOYAmt |
| EOY | $22,355,312 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,473 | BOYAmt |
| EOY | $205,576 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,903 | BOYAmt |
| EOY | $44,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,557,057 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $403,616 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,093 | BOYAmt |
| EOY | $1,153,441 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,836,302 | BOYAmt |
| EOY | $25,035,817 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,699,975 | BOYAmt |
| EOY | $50,059,541 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $804,682 | BOYAmt |
| EOY | $950,962 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,392 | BOYAmt |
| EOY | $205,876 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,990,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,490 | BOYAmt |
| EOY | $162,523 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,351,564 | BOYAmt |
| EOY | $2,319,361 | 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 | -$504,902 | BOYAmt |
| EOY | -$1,997,386 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,853,313 | BOYAmt |
| EOY | $49,737,566 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,348,411 | BOYAmt |
| EOY | $47,740,180 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,699,975 | BOYAmt |
| EOY | $50,059,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,283,858 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,107,911 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $9,697,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,164,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,343,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,269,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,905,447 | CurrentTaxYearAmt |
| Total | $76,380,067 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,697,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,164,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,343,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,269,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,905,447 | CurrentTaxYearAmt |
| Total | $76,380,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,092,597 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,287,470 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $104,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,881 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,450 | CurrentTaxYearAmt |
| Total | $206,237 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,128 | CurrentTaxYearAmt |
| Total | $424,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $77,010,597 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,535,145 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $18,124,121 | BeginningYearBalanceAmt |
| Contributions | $7,929,471 | ContributionsAmt |
| Investment Earnings Or Losses | $2,297,278 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,328,712 | OtherExpendituresAmt |
| End Year Balance | $27,022,158 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,060,238 | BeginningYearBalanceAmt |
| Contributions | $4,797,196 | ContributionsAmt |
| Investment Earnings Or Losses | $1,787,976 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $521,289 | OtherExpendituresAmt |
| End Year Balance | $18,124,121 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,569,604 | BeginningYearBalanceAmt |
| Contributions | $250,315 | ContributionsAmt |
| Investment Earnings Or Losses | $791,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $551,222 | OtherExpendituresAmt |
| End Year Balance | $12,060,238 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,378,775 | BeginningYearBalanceAmt |
| Contributions | $55,126 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,864,297 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,569,604 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,713,791 | BeginningYearBalanceAmt |
| Contributions | $207,493 | ContributionsAmt |
| Investment Earnings Or Losses | $2,955,418 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $497,927 | OtherExpendituresAmt |
| End Year Balance | $13,378,775 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $776,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $314,778 | DepreciationAmt |
| Book Value | $461,395 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $780,884 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,838 | DepreciationAmt |
| Book Value | $692,046 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,153,441 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN TRUSTS | $24,877,995 |
| RIGHT-OF-USE ASSETS | $157,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $25,035,817 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE LIABILITIES | Desc |
| Amt | $162,523 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $162,523 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,455,160 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $2,341,250 | OtherRevenueAmt |
| Revenue Not Reported | $2,341,250 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,113,910 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,113,910 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,063,391 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $233,339 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $233,339 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,830,052 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,830,052 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE CSO'S ENDOWMENT FUNDS CONSIST OF DONOR RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING, BUT NOT LIMITED TO, INSTRUMENT CHAIRS, EDUCATION, AND ONGOING OPERATIONAL EXPENSES. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. |
| PART X, LINE 2: | THE SOCIETY HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE WITH RESPECT TO ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT BELIEVES THE SOCIETY CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SOCIETY ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE SOCIETY BELIEVES THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE SOCIETY HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED IT HAD NO MATERIAL UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2025 OR 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTERESTS IN TRUSTS 2,341,250. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 233,339. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANDEVER BATTEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 JERICHO LANE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $63,000 | RetainedByContractorAmt |
| Net To Organization | -$63,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $63,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$63,000 | TotalNetToOrganizationAmt |
| Licensed States | NC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $279,510 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $62,977 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $216,533 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $50,631 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $10,645 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $285,115 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $39,579 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $245,536 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $71,058 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $86,298 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $40,350 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $40,350 | GrossRevenueOtherEventsAmt |
| Entertainment Other Events | $21,329 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $9,130 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $604,975 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $102,556 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $502,419 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,200 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $121,689 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $21,329 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $106,073 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $253,291 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $249,128 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID JL FISK | ||||||||||||||
| PRESIDENT & CEO | $256,810 | $0 | $22,980 | $0 | $0 | $0 | $0 | $0 | $11,101 | $0 | $290,891 | $0 | $0 | $0 |
| SHAYNE DOTY | ||||||||||||||
| VP OF DEVELOPMENT | $160,556 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 | $11,569 | $0 | $197,125 | $0 | $0 | $0 |
| SCOTT FRECK | ||||||||||||||
| VP OF ARTISTIC OPERATIONS | $147,308 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $11,569 | $0 | $168,877 | $0 | $0 | $0 |
| CHRISTIAN DRAKE | ||||||||||||||
| VP OF FINANCE | $136,869 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $11,569 | $0 | $158,438 | $0 | $0 | $0 |
| CALIN LUPANU | ||||||||||||||
| CONCERTMASTER | $132,713 | $0 | $0 | $0 | $0 | $0 | $11,370 | $0 | $11,567 | $0 | $155,650 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $219,156 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR. |
| PART I, LINE 32B: | CBC GROUP - MERRILL LYNCH, PIERCE, FENNER & SMITH INC. RECEIVES AND LIQUIDATES STOCK GIFTS ON BEHALF OF CSO. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPLETE FORM 990. UPON THEIR REVIEW AND RECOMMENDATION, A COMPLETE COPY OF THE FORM 990 IS THEN SENT TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE DIRECTOR WITH THE POTENTIAL CONFLICT WILL RECUSE HIM/HERSELF FROM ALL DISCUSSION AND VOTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS HAS AN EMPLOYMENT AGREEMENT WITH THE CEO THAT PROVIDES FOR ALL ASPECTS OF THE CEO'S COMPENSATION AND BENEFITS PACKAGE. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE CEO'S PERFORMANCE AGAINST AGREED GOALS AND KPIS, AND REVIEWS COMPENSATION. IN DETERMINING COMPENSATION LEVEL, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE DATA FOR ORCHESTRAS WITH A SIMILAR BUDGET AND SCOPE AS DETERMINED BY THE FIELD'S NATIONAL ASSOCIATION, THE LEAGUE OF AMERICAN ORCHESTRAS, AS WELL AS COMPENSATION FOR ARTS AND CULTURE LEADERS IN THE LOCAL GEOGRAPHIC REGION. FOR ALL OTHER EMPLOYEES, THE BOARD OF DIRECTORS APPROVES AN OVERALL ADMINISTRATIVE BUDGET INCLUDING STAFF SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC INSPECTION FINANCIAL STATEMENTS, INCLUDING LATEST AUDITED STATEMENTS AND FORM 990, ARE POSTED ON THE CSO'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTERESTS IN TRUSTS 2,341,250. BAD DEBT EXPENSE -233,339. |