2024-05-09T13:11:17-05:00 2023-06-30 571112308 VERIS LLC 1156 BOWMAN ROAD SUITE 100-A MOUNT PLEASANT SC 29464 990 2022-07-01 576000192 CHARLESTON SYMPHONY ORCHESTRA CHAR 8437237528 480 EAST BAY F CHARLESTON SC 29403 MICHAEL A SMITH EXECUTIVE DIRECTOR 8437237528 2024-05-08 1 MICHAEL SMITH 999009999 1 JACQUELINE BROOKE GLOVER-SKINNER EA P01225402 8438814477 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL A SMITH 480 EAST BAY F CHARLESTON SC 29403 5363939 0 X HTTPS://CHARLESTONSYMPHONY.ORG/ X 1936 SC THE CHARLESTON SYMPHONY'S MISSION IS TO INSPIRE AND ENGAGE THE COMMUNITY THROUGH EXCEPTIONAL MUSICAL PERFORMANCES AND EDUCATIONAL PROGRAMS. 24 24 334 200 0 0 7656074 3636958 1451805 1557023 54642 136405 32064 33553 9194585 5363939 0 0 0 0 2593762 2901290 0 0 448051 1294897 1628484 3888659 4529774 5305926 834165 8106651 9676718 1164271 1431255 6942380 8245463 X THE CHARLESTON SYMPHONY'S MISSION IS TO INSPIRE AND ENGAGE THE COMMUNITY THROUGH EXCEPTIONAL MUSICAL PERFORMANCES AND EDUCATIONAL PROGRAMS. 0 0 3191924 1526429 THE CHARLESTON SYMPHONY 2022-2023 SEASON, THEMED "DEEPLY LOCAL, BOLDLY GLOBAL," SHOWCASED A REMARKABLE LINEUP OF GUEST CONDUCTORS, VISITING ARTISTS, AND DIVERSE PROGRAMS. AMONG THE ROSTER OF INTERNATIONALLY ACCLAIMED CONDUCTORS AND SOLOISTS, THE CSO WELCOMED GUESTS INCLUDING GERARD SCHWARZ, JONATHON HEYWARD, VADIM GLUZMAN, OLGA KERN, AND GIL SHAHAM. ALONG WITH CLASSICAL MASTERPIECES, THE CSO ALSO INCORPORATED WORKS BY LESSER-KNOWN COMPOSERS AND PROGRAMS UNIQUE TO THE "CHARLESTON SOUND." THE CSO LAUNCHED PROJECT AURORA, A NEW INITIATIVE DESIGNED TO SHOWCASE CHARLESTON'S EXTRAORDINARY CULTURAL HERITAGE, AS WE CELEBRATE AFRICAN AMERICAN MUSIC AND ARTS WITH DEEP TIES TO THE LOWCOUNTRY. PROJECT AURORA CHAMPIONS THE WORKS OF UNDERREPRESENTED ARTISTS AS IT REMAINS PROGRAMMATICALLY INFUSED THROUGH THE CSO'S CONCERT LINEUP. THE CSO EXPANDED ITS HOLIDAY POPS PROGRAM TO THREE PERFORMANCES, RESULTING IN RECORD-BREAKING TICKET SALES. A HISTORIC AND MILESTONE SEASON, THE CSO PRESENTED CLOSE TO 200 EXCEPTIONAL CONCERTS AND EDUCATION PERFORMANCES, WHICH WERE ENJOYED BY MORE THAN 60,000 ADULTS AND CHILDREN. ADDITIONAL ARTISTIC HIGHLIGHTS INCLUDE THE CHARLESTON SYMPHONY'S HIGHLY ANTICIPATED ALBUM RELEASE "UNDER AN INDIGO SKY," WHICH EARNED THE NO. 2 SPOT ON BILLBOARD'S TRADITIONAL CLASSICAL ALBUM CHART. WITH TWO WORKS COMPOSED BY CHARLESTON NATIVE, EDWARD HART, THE ALBUM FEATURES GRAMMY-AWARD WINNING HARLEM QUARTET AND CONCERTMASTER, YURIY BEKKER. FROM RENOWNED CONDUCTORS AND GUEST MUSICIANS TO INITIATIVES CHAMPIONING MINORITY COMPOSERS AND MUSICIANS, THE SEASON SOLIDIFIED THE SYMPHONY'S POSITION AS A CULTURAL SANCTUARY FOR THE ENTIRE COMMUNITY." 454237 30474 THE CSO REMAINS COMMITTED TO PRESENTING THE HIGHEST-QUALITY MUSICAL EXPERIENCES AND PROVIDING DIRECT ACCESS TO THE ARTS FOR OUR COMMUNITY'S CHILDREN, THEREBY NARROWING THE GAP OF EDUCATIONAL INEQUALITY FOR OVER 20,000 STUDENTS ACROSS THE LOWCOUNTRY EACH SEASON. THE CSO IS PROUD TO OFFER MULTIPLE OPPORTUNITIES FOR EDUCATIONAL ENGAGEMENT, WITH A SPECIAL EMPHASIS ON PROVIDING FREE OR LOW-COST PROGRAMMING TO PROMOTE EQUITABLE ACCESS TO INSPIRATIONAL EDUCATION THROUGH MUSIC. EACH YEAR, SMALL ENSEMBLES OF CSO MUSICIANS TRAVEL DIRECTLY TO SCHOOLS ACROSS THE TRI-COUNTY AREA TO PRESENT CHAMBER MUSIC CONCERTS AND INSTRUMENTAL DEMONSTRATIONS FREE OF CHARGE THROUGH THE "MUSIC IN SCHOOLS" PROGRAM. DURING THE 2022-23 SCHOOL YEAR, STUDENTS ALSO HAD THE OPPORTUNITY TO ATTEND "YOUNG PEOPLE'S CONCERTS" AT THE GAILLARD CENTER IN PARTNERSHIP WITH CARNEGIE HALL FOR A HIGHLY ENGAGING AND INTERACTIVE PROGRAM OF FULL-SCALE SYMPHONIC MUSIC.IN ADDITION TO THESE PROGRAMS, THE CHARLESTON SYMPHONY YOUTH ORCHESTRA (CSYO) OPERATES YEAR-ROUND AS ONE OF THE CSO'S MOST IMPACTFUL INITIATIVES IN THE DEVELOPMENT OF YOUNG MUSICIANS. THIS ESTEEMED ENSEMBLE PROVIDED MIDDLE AND HIGH SCHOOL STUDENTS WITH RICH MUSICAL EXPERIENCES THROUGH INTERACTIONS AND INTENSIVE COACHING WITH CSO MUSICIANS THROUGHOUT THE SEASON. FY23 MARKED THE FIRST YEAR THE CSYO SHARED THE STAGE WITH THE CSO IN A MASTERWORKS PERFORMANCE UNDER THE BATON OF WORLD-RENOWNED CONDUCTOR JONATHON HEYWARD.FURTHERMORE, THE CSO LAUNCHED ITS FIRST YEAR OF THE FULL CHARLESTON SYMPHONY INCLUSION FELLOWSHIP, COMPRISED OF TWO EXECUTIVE FELLOWS AND FIVE ORCHESTRAL FELLOWS, DESIGNED TO PROVIDE HIGH-LEVEL EXPERIENTIAL LEARNING FOR YOUNG PROFESSIONALS. THE TWO EXECUTIVE FELLOWS WERE AWARDED POSITIONS ON THE CSO STAFF TO PARTICIPATE IN A 24-MONTH CROSS-DEPARTMENTAL ROTATION, GAINING ROBUST EXPERIENCE WORKING CLOSELY IN AREAS OF MARKETING, ADVANCEMENT, OPERATIONS, EDUCATION, AND MORE. FIVE ORCHESTRAL MUSICIANS WERE SELECTED THROUGH A COMPETITIVE AUDITION PROCESS TO PERFORM WITH THE CSO THROUGHOUT THE SEASON AND RECEIVE MOCK AUDITIONS AND MASTERCLASSES BY GUEST CONDUCTORS. ALL INCLUSION FELLOWS PARTICIPATE IN ENRICHMENT WORKSHOPS THROUGHOUT THE YEAR, WORK ON COMMUNITY PROJECTS, AND PRESENT A FELLOWSHIP RECITAL. THROUGH THESE INTIATIVES, THE CSO BRINGS WORLD-CLASS MUSIC AND OPPORTUNITIES INTO STUDENT LIVES AT REDUCED OR NO COST, REMOVING BARRIERS TO ARTS ACCESS WHILE SERVING AS A RESOURCE TO AMPLIFY CLASSROOM LEARNING AND SUPPORT LOCAL MUSIC EDUCATORS. 3646161 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 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 1 0 0 0 1 49 0 1 334 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 SC X X MICHAEL SMITH 8437237528 480 EAST BAY STE F CHARLESTON SC 29403 EDWARD HART DIRECTOR 1.00 X 0 0 0 PATRICK ILDERTON DIRECTOR 1.00 X 0 0 0 TAYLOR CHARPIA DIRECTOR 1.00 X 0 0 0 CLYDE HIERS DIRECTOR 1.00 X 0 0 0 NATALIE HAM DIRECTOR 1.00 X 0 0 0 JODI RUSH DIRECTOR 1.00 X 0 0 0 GERALD TANENBAUM DIRECTOR 1.00 X 0 0 0 KAY MAYBANK DIRECTOR 1.00 X 0 0 0 MICHAEL MOODY DIRECTOR 1.00 X 0 0 0 CYNTHIA MABRY DIRECTOR 1.00 X 0 0 0 TRACY GROOMS DIRECTOR 1.00 X 0 0 0 ELLEN DAVIS DIRECTOR 1.00 X 0 0 0 RENARD HARRIS DIRECTOR 1.00 X 0 0 0 JON OLSON DIRECTOR 1.00 X 0 0 0 DR SHARESE PEARSON-BUSH DIRECTOR 1.00 X 0 0 0 TIFFANY REED SILVERMAN DIRECTOR 1.00 X 0 0 0 SUDHA SRINIVASAN TEKI DIRECTOR 1.00 X 0 0 0 MARTY PENKHUS DIRECTOR 1.00 X 0 0 0 YURIY BEKKER CONCERTMASTER 60.00 X 0 0 0 RAJAN GOVINDAN TREASURER 1.00 X 0 0 0 DR BOBBY BAKER PRESIDENT 1.00 X 0 0 0 DAVID SAVARD VICE PRESIDENT 1.00 X 0 0 0 MICHAEL A SMITH EXECUTIVE DIRECTOR 60.00 X 131125 0 4192 SUSAN SULLIVAN SECRETARY 1.00 X 0 0 0 JERRY EVANS VICE PRESIDENT 1.00 X 0 0 0 WENDI HUFF VICE PRESIDENT 1.00 X 0 0 0 131125 0 4192 1 0 0 0 0 152973 233091 3250894 3636958 CONCERT REVENUE 711130 1557023 1557023 1557023 136405 136405 OTHER INCOME 900099 33553 33553 33553 5363939 1726981 0 0 135317 33829 67659 33829 2765973 2520707 31867 213399 181998 181998 281570 281570 22577 22577 82731 37577 22577 22577 18202 18202 13079 13079 44247 44247 STAGE CREWS 264568 264568 GUEST ARTISTS AND CONDU 220038 220038 DEVELOPMENT FUNDRAISING 178246 178246 PRODUCTION 64452 64452 256776 223420 33356 4529774 3646161 435562 448051 1821558 1047913 3770683 5128897 1211160 2146534 39572 102525 549283 209312 352800 339971 910878 910878 8106651 9676718 212792 336965 659726 839306 20835 0 270918 254984 1164271 1431255 X 5818241 6340346 1124139 1905117 6942380 8245463 8106651 9676718 834165 273918 195000 0 X X 0 1 X 1 0 X 1956417 2078237 2922976 7656074 3636958 18250662 1620536 1408163 808862 1451805 1557023 6846389 3576953 3486400 3731838 9107879 5193981 25097051 175847 391593 396179 1957566 486647 3407832 0 175847 391593 396179 1957566 486647 3407832 21689219 -10882 29281 150617 54642 136405 360063 -10882 29281 150617 54642 136405 360063 5774 31283 1554 32064 33553 104228 3571845 3546964 3884009 9194585 5363939 25561342 0.84850 0.83830 0.01410 0.00900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5484161 1533633 393968 370619 7041143 834970 4128896 439898 5403764 658797 10000 170260 4087 834970 607086 25000 51526 20000 4815 658797 558048 25000 44496 16216 4242 607086 1 0 549283 209312 339971 339971 ERTC RECEIVABLE 910878 910878 X 5637857 273918 273918 5363939 0 5363939 4529774 0 4529774 0 4529774 PART X, LINE 2: THE FASB PROVIDES GUIDANCE ON THE SYMPHONY'S EVALUATION OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE SYMPHONY'S TAX POSITION AND CONCLUDED THAT THE SYMPHONY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. X 1 WINKLER GROUP 1036 EWALL ST MOUNT PLEASANT SC 29464 CONSULTANT FOR ENDOWMENT CAMPAIGN 0 1612895 60000 1552895 1612895 60000 1552895 PART 1 ORGANIZATION'S MISSION THE CHARLESTON SYMPHONY ORCHESTRA (CSO) HAS SERVED THE COMMUNITY AS AN INTEGRAL CULTURAL CORNERSTONE OF THE LOWCOUNTRY FOR ALMOST 90 YEARS. FOUNDED IN 1936, THE ARTISTIC VISION OF THE CSO IS TO PERFORM AND PRESENT THE HIGHEST QUALITY MUSIC, AND TO ENGAGE AND ENRICH PEOPLE OF ALL AGES, RACE, OR ECONOMIC STATUS BY EXPLORING, EXPERIENCING, AND CREATING CLASSICAL MUSIC. AS ONE OF THE LARGEST FULL-TIME PERFORMING ARTS ORGANIZATIONS IN SOUTH CAROLINA, THE CSO HOSTS CLOSE TO 200 CAPTIVATING EVENTS AND IMMERSIVE MUSICAL EXPERIENCES FOR MORE THAN 60,000 ADULTS AND CHILDREN ANNUALLY. NOTEWORTHY ACHIEVEMENTS INCLUDE THE LAUNCH OF THE ORCHESTRAL INCLUSION FELLOWSHIP; PROJECT AURORA; AND THE SUCCESSFUL CONCLUSION OF THE CSO'S INAUGURAL ENDOWMENT CAMPAIGN AFTER RAISING OVER $15 MILLION. WITH A FOCUS ON INCLUSION, ACCESSIBILITY, AND CULTIVATING AUDIENCES, THE CSO EXPANDED ITS EFFORTS THROUGH DIVERSE PROGRAMMING, BOLD MUSICAL EXPERIENCES, AND ELEVATED EDUCATION OFFERINGS. BUILDING ON THE MOMENTUM OF RECENT SEASONS, THE CSO REMAINS DEDICATED TO SECURING ITS POSITION AS A CULTURAL SANCTUARY FOR ALL OF CHARLESTON, ENSURING ITS CONTINUED RELEVANCE AND IMPACT IN THE COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD OF DIRECTORS, EXECUTIVE DIRECTOR AND SEPARATELY THE FINANCE COMMITTEE OF THE CHARLESTON SYMPHONY ORCHESTRA ARE GIVEN AN ALLOTED TIME TO REVIEW THE FORM 990 BEFORE IT IS FILED. ANY CHANGES NOTED DURING THE REVIEW PERIOD ARE MADE TO PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR OFFICERS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN AN ASSURANCE TO THAT EFFECT. ANY CONFLICTS SO DISCLOSED ARE INVESTIGATED AND RESOLVED. DURING THE YEAR, IF ANY OTHER CONFLICTS ARE MADE AWARE TO THE BOARD AND MANAGEMENT, THEY WOULD PURSUE AND RESOLVE THOSE ISSUES WITH THE OFFICER OR BOARD MEMBER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 THE CHARLESTON SYMPHONY ORCHESTRA DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS, EXCEPT FOR THE EXECUTIVE DIRECTOR. EMPLOYEE COMPENSATION IS REVIEWED ANNUALLY IN CONJUNCTION WITH THE OPERATING BUDGET PROCESS, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE CHARLESTON SYMPHONY ORCHESTRA PROVIDES ACCESS TO ITS FORM 1023 UPON REQUEST AND FORM 990 IS POSTED ON ITS WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE CSO MAKES IS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EITHER ON OUR WEBSITE OR UPON REQUEST. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FOR THE PRIOR YEAR. CHARLESTON SYMPHONY ORCHESTRA LEAGUE INC PO BOX 22613 CHARLESTON SC 29413 542133879 FUNDRAISING FOR CSO SC 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLESTON SYMPHONY ORCHESTRA LEAGUE INC C 152973 FAIR VALUE