2024-05-13T13:16:35-07:00 2023-06-30 134315304 Delltax LLC 801 W Main St Ste 202 Charlottesville VA 22903 990 2022-07-01 541800245 CHARLOTTESVILLE SYMPHONY SOCIETY CHAR 4349243139 PO BOX 4206 CHARLOTTESVILLE VA 22905 JANET B KALTENBACH EXECUTIVE DIRECTOR 4349243139 2024-05-13 JANET KALTENBACH XXX-XX-XXXX true Bessie Smith P01049222 4342443355 2024-05-13 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z JANET B KALTENBACH PO BOX 4206 CHARLOTTESVILLE VA 22905 870305 false X www.cvillesymphony.org X 1974 VA The Charlottesville Symphony Society champions the Charlottesville Symphony at the University of Virginia through exceptional symphonic experiences, enriching educational offerings and creative partnerships that bring diverse people together. 18 18 6 78 0 0 828728 595598 9234 270357 0 4350 837962 870305 4800 6262 0 690348 798531 0 108779 202716 260519 897864 1065312 -59902 -195007 8280934 8233848 0 8280934 8233848 X The Charlottesville Symphony Society champions the Charlottesville Symphony at the University of Virginia through exceptional symphonic experiences, enriching educational offerings and creative partnerships that bring diverse people together. true false 565340 0 206996 10 PUBLIC CONCERTS OF SYMPHONIC MUSIC PERFORMED BETWEEN SEPTEMBER AND APRIL. PARTICIPATING MUSICIANS: 172 TOTAL ATTENDANCE: 5,078 27782 0 40968 2 FAMILY CONCERTS OF SYMPHONIC AND CHORAL MUSIC FOR THE DECEMBER HOLIDAY SEASON. PARTICIPATING MUSICIANS: 149 TOTAL ATTENDANCE: 1,336 47740 0 24453 1 POPS CONCERT OF SYMPHONIC SCIENCE FICTION MUSIC; JUNE, 2023 PARTICIPATING MUSICIANS: 81 TOTAL AUDIENCE: 543 9652 0 0 FREE LIVE AND DIGITAL YOUTH CONCERTS FOR FOURTH AND FIFTH GRADERS AND THEIR TEACHERS, ACCOMPANIED BY A DIGITAL STUDY GUIDE 7105 0 0 SALARY OF PART-TIME DIRECTOR OF YOUTH EDUCATION. 6262 0 0 PRIVATE LESSON SCHOLARSHIPS FOR STUDENT MEMBERS OF THE ORCHESTRA. 4965 0 0 "PRELUDES" FREE IN-SCHOOL INSTRUMENT LECTURE-DEMONSTRATIONS FOR K-12 STUDENTS. 3364 0 0 REPAIRS FOR "PLAY IT AGAIN" DONATED MUSICAL INSTRUMENTS THAT ARE THEN GIVEN TO UNDER-RESOURCED SCHOOLS. 132918 0 0 PRO-RATED PORTIONS OF ADMINISTRATIVE STAFF SALARIES, PAYROLL TAXES, BENEFITS, ACCOUNTING SERVICES, INFORMATION TECHNOLOGY, AND OCCUPANY: ALL DIRECTLY RELATED TO PROGRAM SERVICES DELIVERY 164266 0 0 805128 true true false false false false false false false true false true false false false false false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true 0 0 true 6 true false false false false false true true false false false false false false X 18 18 false false false false false false false true true false false false true true true true true true true false VA X X JANET KALTENBACH 4349243139 PO BOX 4206 CHARLOTTESVILLE VA 22905 WILLIAM H vonREICHBAUER PRESIDENT 2.00 X X 0 0 0 MARY BUCKLE SEARLE VICE PRESIDENT 1.00 X X 0 0 0 ROBERT M CONROY TREASURER 2.00 X X 0 0 0 LINDA SMITH SECRETARY 1.00 X X 0 0 0 AYN BALIJA EX-OFFICIO 1.00 X 0 0 0 ROBIN D BALILES EMERITA, NON-VOTING 1.00 X 0 0 0 J THOMAS BROWN N/A 1.00 X 0 0 0 JOHANNA BANKS CHASE EMERITA,NON-VOTING 0.00 X 0 0 0 TED COFFEY EX-OFFICIO 1.00 X 0 0 0 SCOTT COLLEY N/A 1.00 X 0 0 0 PATRICIA DAVIS EMERITA NON-VOTING 1.00 X 0 0 0 ROBERT L ELLIOTT EMERITUS NON-VOTING 1.00 X 0 0 0 CHARLES M GRISHAM N/A 1.00 X 0 0 0 ALL E HENCH N/A 1.00 X 0 0 0 JANET B KALTENBACH EXECUTIVE DIRECTOR, EX-OFFICIO 50.00 X X 118069 0 0 WILLIAM C MCCAULEY N/A 1.00 X 0 0 0 KAY C PARKER N/A 1.00 X 0 0 0 ROSALYN PRESTON N/A 1.00 X 0 0 0 BENJAMIN W ROUS EX-OFFICIO 1.00 X 0 0 0 ANNE Y SARTORI N/A 1.00 X 0 0 0 LEILA SHENKIR N/A 1.00 X 0 0 0 RICHARD WILL N/A 1.00 X 0 0 0 118069 0 0 1 false false false 595598 595598 TICKET SALES 711130 267417 0 0 FEES FOR MUSICAL SERVICES 711130 2940 0 0 270357 IRS PENALTY REFUND 711130 4350 4350 0 0 4350 870305 274707 0 0 6262 6262 120502 72301 42176 6025 554568 439496 43152 71920 103579 94071 0 9508 19882 9941 5965 3976 41042 36938 4104 0 18201 0 18201 0 33106 33106 0 0 7624 0 7624 0 5668 2846 240 2582 45588 21343 24245 0 17880 17880 0 0 3598 0 3598 0 CONCERT PRODUCTION 67580 67580 0 0 INSTRUMENT REPAIR 3364 3364 0 0 DONOR CULTIVATION & STEWARDSHIP 14768 0 0 14768 MEMBERSHIP DUES 2100 0 2100 0 1065312 805128 151405 108779 200 200 708105 719363 7572629 7514285 8280934 8233848 0 0 X 642797 648298 7638137 7585550 8280934 8233848 8280934 8233848 -195007 129720 18201 X false false false X 0 418089 679310 449184 570905 595598 2713086 0 0 0 0 0 0 0 0 0 0 0 0 418089 679310 449184 570905 595598 2713086 1098258 1614828 0 0 0 0 0 0 11480 2956 0 0 0 14436 0 2727522 2996832 0.59200 0.65630 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7743374 213873 147921 6262 354630 18201 7726075 8297534 154601 -371278 4800 315348 17335 7743374 5735011 145666 2711977 6360 276684 12076 8297534 5615375 166499 261489 5135 291835 11382 5735011 5594208 2575 313204 5888 276246 12478 5615375 0.03110 0.96890 0.00000 false false 0 F 0 F PUBLIC EQUITY 2028857 F LONGSHORT EQUITY 826571 F PRIVATE 1953714 F REAL ESTATE 1127143 F ABSOLUTE RETURN 751429 F CREDIT 300571 F FIXED INCOME AND CASH 526000 F 7514285 Pt V, Line 4 USES OF ENDOWMENT FUNDS: ORCHESTRA MEMBERS' SALARIES AND FRINGE BENEFITS; MUSIC LESSON SCHOLARSHIPS; GUEST SOLOISTS' PERFORAMCE FEES; FREE MUSIC EDUCATION PROGRAMS FOR PRE-K-12 STUDENTS. true 0 0 SCHOLARSHIPS FOR PRIVATE MUSIC LESSONS 8 6262 0 FMV N/A Pt III, col (b) SCHOLARSHIPS FOR PRIVATE MUSIC LESSONS ARE AWARDED TO DESERVING STUDENT MEMBERS OF THE CHARLOTTESVILLE SYMPHONY AT THE UNIVERSITY OF VIRGINIA BASED ON FACULTY RECOMMENDATIONS AT THE BEGINNING OF EACH SEMESTER. SCHOLARSHIP FUNDS ARE TRANSFERRED BY THE CHARLOTTESVILLE SYMPHONY SOCIETY TO THE UVA MUSIC DEPARTMENT WHICH THEN APPLIES THEM AGAINST THE RECIPIENT STUDENT' TUITION ACCOUNTS. REPORTS DETAILING THE TRANSACTION FOR INDIVIDUAL STUDENTS ARE PROVIDED BY THE UVA MUSIC DEPARTMENT'S FINANCE ADMINISTRATOR THROUGHOUT THE ACADEMIC YEAR. Pt III, Line 2 ADDITIONAL PROGRAM DELIVERY: RETURN OF "POPS AT THE PARAMOUNT" WHICH HAD BEEN SUSPENDED SINCE THE COVID-19 PANDEMIC LOCKDOWN (SEE 4C) Pt VI, Line 12c Conflict of Interest Disclosure Forms are distributed to all board and staff members at the Corporate Annual Meeting each May, and must be returned with original signatures to The Executive Committee within 30 days. Disclosures involving directors (none to date) would be sent to the Board President. Staff disclosures (none yet) would be sent to the Executive Director. The Board of Directors or the Executive Committee, acting on the board's behalf, would determine if a conflict of interest exists and whether or not the contemplated transaction is reasonable and transparent. The decision would then be recorded in the minutes. Pt VI, Line 11b The Executive Director reviews the Form 990 with the Board of Treasurer and President. Schedule D is completed with data provided by the Charlottesville Symphony Society's outside investment management company and a CPA who reviews Schedule D information prior to submission. Pt VI, Line 15a The Charlottesville Symphony Society participates in annual salary surveys on a national level with its service organization, the League of American Orchestras, and locally with the Center for Nonprofit Excellence. Reports containing detailed comparative data and analysis- categorized by institutional budget size - are received from both and utilized by the board's Personnel Committee as needed. The Executive Director also consults with the BoardSource publication "Nonprofit Executive Compensation - Planning Performance and Pay." Additionally, staff salaries and possible merit-based bonuses are reviewed and discussed annually by the Personnel and Executive Committees. Compensation decisions are made by these two committees and communicated first to the Finance Committee for incorporation into the annual operating budget and then to the full Board of Directors. Pt VI, Line 19 Disclosure: Documents are available for inspection at the Society's office upon request under Virginia's "sunshine" laws. Form 990 may also be viewed on Guidestar's website, where the Charlottesville Symphony Society is ranked at the Gold level. Pt VI, Line 15b Explanation within 15a Form 990, Part III, Line 4d FREE LIVE AND DIGITAL YOUTH CONCERTS FOR FOURTH AND 9652. 0. 0. Form 990, Part III, Line 4d SALARY OF PART-TIME DIRECTOR OF YOUTH EDUCATION. 7105. 0. 0. Form 990, Part III, Line 4d PRIVATE LESSON SCHOLARSHIPS FOR STUDENT MEMBERS OF THE ORCHESTRA. 6262. 0. 0. Form 990, Part III, Line 4d "PRELUDES" FREE IN-SCHOOL INSTRUMENT LECTURE-DEMONSTRATIONS 4965. 0. 0. Form 990, Part III, Line 4d REPAIRS FOR "PLAY IT AGAIN" DONATED MUSICAL INSTRUMENTS 3364. 0. 0. Form 990, Part III, Line 4d PRO-RATED PORTIONS OF ADMINISTRATIVE STAFF SALARIES, PAYROLL 132918. 0. 0.