2024-05-02T15:28:46-05:00 2023-06-30 521130974 ALBRIGHT CRUMBACKER MOUL & ITELL CPA'S 1110 PROFESSIONAL COURT SUITE 300 HAGERSTOWN MD 21740 990 2022-07-01 521259358 MARYLAND SYMPHONY ORCHESTRA INC MARY 3017974000 21 SOUTH POTOMAC STREET 2ND FLOOR HAGERSTOWN MD 21740 KIMBERLY BOWEN EXECUTIVE DIRECTOR 3017974000 2024-04-25 1 KIMBERLY BOWEN 999009999 0 R KERT SHIPWAY CPA P00349171 3017395300 2024-04-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLY BOWEN 21 SOUTH POTOMAC STREET HAGESTOWN MD 21740 2376182 0 X HTTPS://WWW.MARYLANDSYMPHONY.ORG/ X 1982 MD THE MISSION OF THE MARYLAND SYMPHONY ORCHESTRA IS TO PROVIDE MUSICAL PERFORMANCES AND PROGRAMS THAT EDUCATE AND ENTERTAIN WHILE ENHANCING THE CULTURAL ENVIRONMENT OF WESTERN MARYLAND AND THE SURROUNDING REGION. 25 25 201 35 0 0 983157 945803 228632 459642 226780 238374 11931 35792 1450500 1679611 0 0 0 0 938943 1068654 0 0 114714 544850 666064 1483793 1734718 -33293 -55107 4651456 5146067 253618 411267 4397838 4734800 X THE MISSION OF THE MARYLAND SYMPHONY ORCHESTRA IS TO PROVIDE MUSICAL PERFORMANCES AND PROGRAMS THAT EDUCATE AND ENTERTAIN WHILE ENHANCING THE CULTURAL ENVIRONMENT OF WESTERN MARYLAND AND THE SURROUNDING REGION. 0 0 1028604 THE PURPOSE IS TO FOSTER, PROMOTE, AND INCREASE THE MUSIC KNOWLEDGE OF THE PUBLIC, EXCLUSIVELY BY EDUCATIONAL ACTIVITIES, BY ORGANIZING AND PRESENTING PERFORMANCES OF MUSIC CHOSEN PRIMARILY FROM THE LITERATURE OF SYMPHONY AND CHAMBER MUSIC, OPERA, SOLO RECITAL, AND VOCAL CHORUS OR DANCE. SINCE THE MARYLAND SYMPHONY ORCHESTRA (MSO) WAS ESTABLISHED IN 1982, THE ORCHESTRA'S ANNUAL SEASON HAS EXPANDED FROM FOUR CONCERTS TO MORE THAN 20 INCLUDING A CLASSICAL MASTERWORKS SERIES, MSO POPS CONCERTS, HOME FOR THE HOLIDAYS PERFORMANCES, THE SALUTE TO INDEPENDENCE, A HIGH SCHOOL MASTERWORKS CONCERT, YOUTH CONCERTS FOR 4TH GRADERS FROM THROUGHOUT WASHINGTON COUNTY AND THE REGION, AND SEVERAL PERFORMANCES IN NEIGHBORING COMMUNITIES. AS THE ONLY FULLY PROFESSIONAL ORCHESTRA BASED IN WESTERN MARYLAND THE ORCHESTRA (SEE SECTION O) FEATURES INTERNATIONALLY RENOWNED GUEST ARTISTS AND SOLOISTS EACH SEASON, ALONG WITH PRINCIPAL PLAYERS FROM THE RANKS OF THE MSO'S 70 MEMBER ENSEMBLE. ARTISTS AND SOLOISTS OFFER MASTER CLASSES AND THE MUSIC DIRECTOR ELIZABETH SCHULZE PRESENTS PRECONCERT LECTURES PRIOR TO ALL CLASSICAL SERIES CONCERTS. THE MSO PRESENTS EDUCATIONAL PROGRAMS INVOLVING SMALL ENSEMBLES IN PARTNERSHIP WITH WASHINGTON COUNTY PUBLIC SCHOOLS AND WASHINGTON COUNTY FREE LIBRARY IMPACTING 10,000 YOUTH ANNUALLY. DISCOUNTED STUDENT TICKETS ARE OFFERED TO STUDENTS IN GRADES 1 THROUGH 12 TO THE CLASSICAL CONCERTS HELD IN HAGERSTOWN'S HISTORIC MARYLAND THEATRE. THE MSO AWARDS BOTH NEED BASED AND MERIT BASED BENNETT RUBIN MUSIC SCHOLARSHIPS FOR REGIONAL YOUTH TO PARTICIPATE IN SUMMER MUSIC ACADEMIES, PRIVATE LESSONS, WORKSHOPS, AND PROGRAMS OFFERED BY ACCOMPLISHED INSTRUCTORS, WASHINGTON COUNTY PUBLIC SCHOOLS AND OTHER ACCREDITED EDUCATIONAL INSTITUTIONS. 1028604 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 201 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JUDY DITTO 3017974000 21 SOUTH POTOMAC STREET 2ND FLOOR HAGERTSOWN MD 21740 JANE ANDERSON DIRECTOR 2.00 X 0 0 0 WILLIAM TAD HOLZAPFEL TREASURER/DIRECTOR 2.00 X X 0 0 0 ASHLEY ARMSTRONG DIRECTOR 2.00 X 0 0 0 LINDA HOOD SECRETARY/DIRECTOR 2.00 X X 0 0 0 TERESA BARR DIRECTOR 2.00 X 0 0 0 MICHELLE LEVEQUE ESQ DIRECTOR 2.00 X 0 0 0 DEBORAH BOCKRATH DIRECTOR 2.00 X 0 0 0 MONICA LINGENFELTER DIRECTOR 2.00 X 0 0 0 JAKE CALDWELL DIRECTOR 2.00 X 0 0 0 MELINDA MARSDEN DIRECTOR 2.00 X 0 0 0 JASON CALL PRESIDENT/DIRECTOR 2.00 X X 0 0 0 DAVE MCKINNEY DIRECTOR 2.00 X 0 0 0 CINDY GARLAND DIRECTOR 2.00 X 0 0 0 STEPHEN MILES DIRECTOR 2.00 X 0 0 0 JEAN HAMILTON DIRECTOR 2.00 X 0 0 0 NICHOLAS MOHAR-SCHURZ DIRECTOR 2.00 X 0 0 0 MARJORIE HOBBS DIRECTOR 2.00 X 0 0 0 TERRANCE MOORE DIRECTOR 2.00 X 0 0 0 CANDICE MOWBRAY DIRECTOR 2.00 X 0 0 0 JAMES PIERNE DIRECTOR 2.00 X 0 0 0 SUSAN ROCCO DIRECTOR 2.00 X 0 0 0 ERIC ROLLINS DIRECTOR 2.00 X 0 0 0 DOUGLAS SPOTTS MD VICE PRESIDENT/DIRECTOR 2.00 X X 0 0 0 JAMES STONE ESQ DIRECTOR 2.00 X 0 0 0 DR HUGH TALTON DIRECTOR 2.00 X 0 0 0 KIMBERLY BOWEN EXECUTIVE DIRECTOR 40.00 X 0 0 0 JONATHAN PARRISH EXECUTIVE DIRECTOR 40.00 X 0 93808 0 0 93808 0 0 0 0 0 0 27860 405389 512554 945803 SUBSCRIPTION AND TICKE 711130 285468 285468 FEE FOR SERVICE 711130 151136 151136 TICKET PROCESSING 711130 23038 23038 459642 80938 80938 799418 641982 157436 157436 157436 85515 27860 54589 30926 30926 OTHER PROGRAM REVENUE 711130 2760 2760 MISCELLANEOUS 711130 2106 2106 4866 1679611 619838 0 113970 28142 28142 979983 737107 172531 70345 60529 47793 7355 5381 14973 14973 32131 32131 37169 26653 10516 87994 87994 58525 1699 51450 5376 40326 40326 2378 1689 689 4080 4080 27019 27019 66547 17824 47797 926 CONCERT PRODUCTION 216985 216985 RECEPTIONS 18835 1828 17007 SUPPLIES 13502 10030 3472 BANK AND CREDIT CHARGES 12698 12698 32902 7196 24704 1002 1734718 1028604 591400 114714 109653 257199 214602 201887 62793 68268 44390 25886 602333 456059 156020 146274 4028284 4245517 23763 24452 2208 1958 9743 174626 4651456 5146067 27143 22013 79079 80814 147396 145604 0 162836 253618 411267 X 1796081 1991303 2601757 2743497 4397838 4734800 4651456 5146067 -55107 392069 0 X X 0 1 X 1 0 X 931422 746441 887353 892790 945803 4403809 931422 746441 887353 892790 945803 4403809 4403809 65694 69867 68930 74529 80938 359958 4763767 0.92440 0.92790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4242886 628755 392106 32131 4447404 4618706 -289851 50701 35268 4242886 3869356 37083 875191 131000 31924 4618706 3717650 143040 289022 252001 28355 3869356 3316398 135317 588076 296000 26141 3717650 0.43000 0.47810 0.09190 1 0 602333 456059 146274 146274 OPERATING LEASE LIABILITY 162836 162836 X 2118111 392069 78562 470631 1647480 32131 32131 1679611 1781149 78562 78562 1702587 32131 32131 1734718 PART X, LINE 2: MARYLAND SYMPHONY ORCHESTRA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ENTITY COMPLIES WITH ASC 740-10, INCOME TAXES, WHICH ESTABLISHES A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT OF A TAX POSITION CAN BE RECOGNIZED. UNDER ASC 740-10, A TAX POSITION INCLUDES, AMONG OTHER THINGS, (A) A DECISION NOT TO FILE A TAX RETURN, (B) AN ALLOCATION OR A SHIFT OF INCOME BETWEEN JURISDICTIONS, (C) THE CHARACTERIZATION OF INCOME OR A DECISION TO EXCLUDE REPORTING TAXABLE INCOME IN A TAX RETURN, (D) A DECISION TO CLASSIFY A TRANSACTION, ENTITY, OR OTHER POSITION IN A TAX RETURN AS TAX EXEMPT, AND (E) AN ENTITY'S STATUS, INCLUDING ITS STATUS AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. BASED ON ITS INTERPRETATION OF THE REQUIREMENTS OF ASC 740-10, MANAGEMENT BELIEVES THAT THE ENTITY HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE. MSO BELIEVES THEY ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS, GENERALLY FOR A PERIOD THREE YEARS PAST THE DATE THE RETURNED IS FILED. SYMHONY BALL 113375 27860 85515 54589 SAVOR THE SYMPHONY 113375 27860 85515 54589 54589 30926 FORM 990, PART VI, SECTION B, LINE 11B THE SYMPHONY HAS THE AUDIT COMMITTEE AND FINANCE COMMITTEE REVIEW THE 990. THE SYMPHONY PROVIDES THE BOARD OF DIRECTORS WITH A COPY OF THE FORM 990 PRIOR TO SUBMISSION TO THE IRS. THE BOARD OF DIRECTORS HAS AN OPPORTUNITY TO REVIEW, COMMENT, AND VOTE ON THE FORM 990 PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE SYMPHONY REQUIRES ALL MEMBERS OF THE BOARD OF DIRECTORS AND ALL EMPLOYESS TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE. THE INFORMATION IN THIS DISCLOSURE IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE REVIEWS THIS INFORMATION ANUALLY AND PREPARES RECOMMENDATIONS THAT ARE PRESENTED TO THE BOARD FOR FINAL APPROVAL FORM 990, PART VI, SECTION C, LINE 19 THE SYMPHONY MAKES THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC: FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS. THESE DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION UPON REQUEST. THE DOCUMENTS CAN BE REVIEWED IN THE ORGANIZATIONS OFFICE. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEARS