2024-08-02T09:19:18-07:00 2023-06-30 273389566 Joseph T Twardy Jr CPA LLC 24 Pine Grove Rd Sunapee NH 03782 990 2022-07-01 043301650 Lexington Symphony Inc LEXI 7815239009 PO Box 194 Lexington MA 024200002 John M Tarrh Treasurer 7815239009 2023-11-03 true true Joseph T Twardy Jr P01079265 6037630350 2024-08-02 2022 2024-08-08 14:25:15Z John Tarrh 47 Liberty Ave Lexington MA 02420 532705 false X www.lexingtonsymphony.org X 1995 MA Lexington Symphony offers world-class programming at affordable prices, and outreach programs that introduce music lovers of all ages to classical music. 18 18 4 14 0 0 410203 329728 140652 197603 1297 5374 0 552152 532705 0 0 114076 158689 0 7605 354295 447244 468371 605933 83781 -73228 486157 440490 202157 227627 284000 212863 X Lexington Symphony offers world-class programming at affordable prices, and outreach programs that introduce music lovers of all ages to classical music. false false 318025 0 0 The Symphony presents workshops and concerts for children and offers an educational outreach program for third and fourth graders, Orchestrating Kids Through Classics, which has received accolades from parents, kids, and teachers alike. The Organization also offers small group concerts at venues ranging from a small backyard gathering to a large corporate function hall. Lexington Symphony makes classical music accessible to all through affordable ticket prices and exciting concert experiences that audiences love and has been recognized for its community outreach efforts with a number of awards. 318025 true true false false false false false false false true false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 82 0 4 true false false false false false false false false false false X 18 18 false false false false true true true true true false false true true true false false false false false false MA X X John Tarrh 7818621850 47 Liberty Ave Lexington MA 02420 Betty Blume Secretary 2.00 X X 0 0 0 Deborah Brown Director 0.75 X 0 0 0 Alix Fox Co-President 5.00 X X 0 0 0 William Frawley Director 0.75 X 0 0 0 Anthony Galaitsis Director 0.75 X 0 0 0 Regie Gibson Director 0.75 X 0 0 0 Barbara Hughey Treasurer 5.00 X X 0 0 0 Deborah Jones Co-President 5.00 X X 955 0 0 Jeffrey Leonard Director 0.75 X 890 0 0 Jan Lerbinger Vice President 0.75 X X 2220 0 0 Patricia Manhard Director 0.75 X 0 0 0 Carol Marine Director 0.75 X 0 0 0 David Rothstein Director 0.75 X 0 0 0 Marlene Stone Director 0.75 X 0 0 0 John Tarrh Treasurer 5.00 X X 0 0 0 Anwell Tsai Director 0.75 X 0 0 0 Jillian Tung Director 0.75 X 0 0 0 Bin Wu Director 0.75 X 0 0 0 Jonathan McPhee Music Director 10.00 X X 33644 0 0 Jeffrey Levenson Executive Director 30.00 X 62840 0 0 Tammy Lynch General Manager 30.00 X 57424 0 0 157973 0 0 0 false false false 0 X 16000 313728 329728 Ticket sales 711130 169939 0 0 Advertising 711130 6825 0 0 Ticket handling fees 711130 15814 0 0 Concessions 711130 875 0 0 Outreach & gig income 711130 4150 0 0 197603 5374 0 0 532705 202977 0 0 145298 0 145298 0 13391 0 13391 0 7233 0 7233 0 238437 223461 14976 0 3367 0 3367 0 7740 0 7740 0 4150 0 4150 0 6927 0 6927 0 Concert production 90744 90744 0 0 Credit card processing fees 2843 0 2843 0 Donor solicitation 2174 0 0 2174 Dues and subscriptions 1750 0 1750 0 81879 3820 72628 5431 605933 318025 280303 7605 190880 68583 228313 282552 1013 945 18827 2882 47124 85528 486157 440490 13602 26196 38555 51431 150000 150000 202157 227627 X 274000 202863 10000 10000 284000 212863 486157 440490 X -73228 2091 X true X false true false X 0 0 178135 257300 268146 203100 234908 1141589 236535 244648 16181 329810 303171 1130345 0 0 414670 501948 284327 532910 538079 2271934 41297 65761 50355 34867 80657 272937 0 41297 65761 50355 34867 80657 272937 1998997 1883 385 9762 454 5374 17858 1883 385 9762 454 5374 17858 18788 18788 2308580 0.86590 0.88450 0.00770 0.00670 X Pt III Ln 12 Other Income Part III, Line 12 Description: Gain on forgiveness of debt 2021: 18788. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47124 35200 3204 85528 50789 0 -3665 47124 41672 0 9117 50789 40471 1000 201 41672 37740 1000 1731 40471 0.88310 0.11690 0.00000 true Board Designated Funds: 0 - Elizabeth Whitfield Endowed Concertmaster Chair Fund 10200 Lexington Symphony Fund 75328 85528 Pt V, Line 4 For general operating purposes of the Lexington Symphony, Inc., Pt V, Line 4 including, but not limited to, musician and staff compensation, Pt V, Line 4 facilities rental, and marketing and development expenses. Pt V, Line 4 - Pt IV, Line 1b Form 990, Part IV, Line 11f and Schedule D, Part X, Line 2 Pt IV, Line 1b FIN 48 (ASC 740) "Uncertain Tax Positions" footnote: Pt IV, Line 1b Lexington Symphony, Inc. files information income tax Pt IV, Line 1b returns with the United States Treasury and the Commonwealth Pt IV, Line 1b of Massachusetts. In accordance with FASB Interpretation Pt IV, Line 1b No. (FIN) 48 (ASC-740), "Accounting for Uncertainties in Pt IV, Line 1b Income Taxes", with few exceptions, the organization is Pt IV, Line 1b no longer subject to U.S. federal and state income tax Pt IV, Line 1b examinations by tax authorities for years prior to the Pt IV, Line 1b fiscal year ended June 30, 2020. Pt III, Line 2 (Form 990, Part I) Pt III, Line 2 The preparation and e-filing of this FY2023 Form 990 return Pt III, Line 2 was delayed slightly while the preparer dealt with several Pt III, Line 2 personal medical issues during the first six months of 2024. Pt III, Line 2 - Pt V, PBC Personal Benefit Contract Statement Pt V, PBC (Form 990, Part V, lines 7e and 7f) Pt V, PBC The Organization did not pay any premiums on any personal Pt V, PBC benefit contracts during FY2023, nor did the Organization Pt V, PBC receive any income from any such personal benefit contracts. Pt V, PBC - Pt VI, Line 6 The Organization's bylaws provide that 'playing members' Pt VI, Line 6 of the orchestra are, by invitation, permitted to elect Pt VI, Line 6 the Board of Directors. Pt VI, Line 6 - Pt VI, Line 7a The Organization's bylaws provide that 'playing members' Pt VI, Line 7a of the orchestra are, by invitation, permitted to elect Pt VI, Line 7a the Board of Directors. Pt VI, Line 7a - Pt VI, Line 7b Governance decisions and changes to the Organizaiton's Pt VI, Line 7b bylaws must be approved by the playing members. Pt VI, Line 7b - Pt VI, Line 11b The Treasurer and President review the organizations Pt VI, Line 11b Form 990 return. Pt VI, Line 11b - Pt VI, Line 18 The organizations Form 990 return is available for Pt VI, Line 18 public inspection on the following web sites: Pt VI, Line 18 http://www.charities.ago.state.ma.us Pt VI, Line 18 http://www.guidestar.org Pt VI, Line 18 - Pt VI, Line 19 The organization will provide a copy of its Reviewed Pt VI, Line 19 Financial Statements, Notes to the Financial Statements Pt VI, Line 19 and Form 990 return to the public upon request. Pt VI, Line 19 - Pt VIII Form 990, Part IX, line 11(g), column B: Pt VIII Other Program Services expenses included the following: Pt VIII a. $161,376 Players' compensation at concerts Pt VIII b. 28,071 Conductor Pt VIII c. 21,000 Guest artists Pt VIII d. 2,875 Personnel manager Pt VIII e. 4,400 Player diversity initiative Pt VIII f. 1,145 Personnel expenses - other Pt VIII -------- Pt VIII $223,461 Total Other Program Services expenses Pt VIII - Pt VIII Form 990, Part IX, line 11(g), column C: Pt VIII Other Management and General expenses included the following Pt VIII expenses for consultants: Pt VIII a. 8,721 Music director Pt VIII b. 4,350 Other Pt VIII -------- Pt VIII $ 14,976 Total Other Management and General expenses Pt VIII - Pt XI Form 990, Part XI, line 9: Pt XI The organization received supplemental contributions to Pt XI the Lexington Symphony Fund of $0 and $0 during Pt XI FY2023 and FY2022, respectively. Form 990, Part IX, Line 11g Players' compensation at concerts 161376. 161376. 0. 0. Form 990, Part IX, Line 11g Conductor 28071. 28071. 0. 0. Form 990, Part IX, Line 11g Guest artists 21000. 21000. 0. 0. Form 990, Part IX, Line 11g Personnel expenses - other 5739. 5739. 0. 0. Form 990, Part IX, Line 11g Personnel manager 2875. 2875. 0. 0. Form 990, Part IX, Line 11g Player diversity initiative 4400. 4400. 0. 0. Form 990, Part IX, Line 11g Consultants 14976. 0. 14976. 0. Form 990, Part IX, Line 24e Community engagement 2191. 0. 0. 2191. Form 990, Part IX, Line 24e Marketing and promotion 50454. 0. 50454. 0. Form 990, Part IX, Line 24e Outreach & gig expenses 3820. 3820. 0. 0. Form 990, Part IX, Line 24e Payroll processing fees 1052. 0. 1052. 0. Form 990, Part IX, Line 24e Post-concert receptions 3011. 0. 0. 3011. Form 990, Part IX, Line 24e Postage and delivery 537. 0. 537. 0. Form 990, Part IX, Line 24e Telephone / Internet 1119. 0. 1119. 0. Form 990, Part IX, Line 24e Ticket handling fees 18077. 0. 18077. 0. Form 990, Part IX, Line 24e Web site 532. 0. 532. 0. Form 990, Part IX, Line 24e Other 1086. 0. 857. 229.