Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2016 • EIN 77-0659339

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 14, 2017

Organization ProfileN/A
1212 Cathedral StreetBaltimore, MD 21201-5517

(410) 783-8095

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.06x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

1.23x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

8th percentile

-31%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$361,132

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

41st percentile

0.1%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$97,069,899

Up $121,483 (+0.1%) from 2015

Net Assets

Up

$91,321,374

Up $352,812 (+0.4%) from 2015

Liabilities

Down

$5,748,525

Down $231,329 (-3.9%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin8th percentile

Revenue

Down

$4,671,433

Down $8,230,587 (-64%) from 2015

Expenses

Up

$6,128,858

Up $694,927 (+13%) from 2015

Net Income

Down

-$1,457,425

Down $8,925,514 (-120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $82,898,075Liabilities 2010: $8,612,164Net Assets 2010: $74,285,9112010Assets 2011: $85,918,492Liabilities 2011: $8,153,192Net Assets 2011: $77,765,3002011Assets 2012: $85,116,976Liabilities 2012: $7,418,014Net Assets 2012: $77,698,9622012Assets 2013: $89,205,492Liabilities 2013: $6,511,967Net Assets 2013: $82,693,5252013Assets 2014: $96,133,165Liabilities 2014: $6,710,505Net Assets 2014: $89,422,6602014Assets 2015: $96,948,416Liabilities 2015: $5,979,854Net Assets 2015: $90,968,5622015Assets 2016: $97,069,899Liabilities 2016: $5,748,525Net Assets 2016: $91,321,3742016Assets 2017: $101,746,416Liabilities 2017: $6,120,185Net Assets 2017: $95,626,2312017Assets 2018: $98,139,951Liabilities 2018: $5,559,857Net Assets 2018: $92,580,0942018Assets 2019: $92,104,541Liabilities 2019: $5,356,909Net Assets 2019: $86,747,6322019Assets 2020: $93,563,260Liabilities 2020: $5,108,333Net Assets 2020: $88,454,9272020Assets 2021: $103,664,720Liabilities 2021: $4,930,834Net Assets 2021: $98,733,8862021Assets 2022: $88,796,004Liabilities 2022: $3,909,302Net Assets 2022: $84,886,7022022Assets 2024: $98,295,531Liabilities 2024: $3,165,910Net Assets 2024: $95,129,6212024

Highlighted filing

2016

Assets$97,069,899
Liabilities$5,748,525
Net Assets$91,321,374
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $3,954,2882010Expenses 2011: $4,457,9512011Revenue 2012: $1,151,976Expenses 2012: $4,768,961Net Income 2012: -$3,616,9852012Revenue 2013: $8,305,023Expenses 2013: $5,480,055Net Income 2013: $2,824,9682013Revenue 2014: $8,839,439Expenses 2014: $6,000,610Net Income 2014: $2,838,8292014Revenue 2015: $12,902,020Expenses 2015: $5,433,931Net Income 2015: $7,468,0892015Revenue 2016: $4,671,433Expenses 2016: $6,128,858Net Income 2016: -$1,457,4252016Revenue 2017: $8,083,351Expenses 2017: $5,803,965Net Income 2017: $2,279,3862017Revenue 2018: $7,672,767Expenses 2018: $11,312,393Net Income 2018: -$3,639,6262018Revenue 2019: $5,973,326Expenses 2019: $8,530,011Net Income 2019: -$2,556,6852019Revenue 2020: $1,289,378Expenses 2020: $5,939,328Net Income 2020: -$4,649,9502020Revenue 2021: $13,499,613Expenses 2021: $5,536,325Net Income 2021: $7,963,2882021Revenue 2022: $5,853,345Expenses 2022: $5,027,446Net Income 2022: $825,8992022Revenue 2024: $16,704,422Expenses 2024: $12,506,863Net Income 2024: $4,197,5592024

Highlighted filing

2016

Revenue$4,671,433
Expenses$6,128,858
Net Income-$1,457,425
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 14, 2017
Return Version
2015v3.0
Gross Receipts
$29,933,167
Mission and Program Overview

Mission

The organization is a supporting organization of the baltimore symphony orchestra, inc. (bso) and exists to support bso in accomplishing its missions. The depreciation expense of the endowment trust relates to assets used by the bso in furtherance of its missions.

To support the baltimore symphony orchestra in accomplishing its missions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$45,889,572$50,291,041▲ $4,401,469
Land, Buildings, and Equipment, Net$22,401,178$21,991,673▼ $409,505
Investments Other Securities$11,007,237$12,684,760▲ $1,677,523
Pledges and Grants Receivable$4,751,151$5,226,509▲ $475,358
Savings and Temporary Cash Investments$12,676,241$5,037,165▼ $7,639,076
Cash and Non-Interest-Bearing Accounts$173,990$1,368,367▲ $1,194,377
Prepaid Expenses and Deferred Charges$11,454$0▼ $11,454
Total Assets$96,948,416$97,069,899▲ $121,483
Other Assets Total$37,593$470,384▲ $432,791
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,786,309$3,573,809▼ $212,500
Other Liabilities$1,862,830$2,083,300▲ $220,470
Accounts Payable and Accrued Expenses$330,715$91,416▼ $239,299
Total Liabilities$5,979,854$5,748,525▼ $231,329
Net Assets / Fund Balance
Permanently Rstr Net Assets$69,721,789$72,773,296▲ $3,051,507
Unrestricted Net Assets$18,403,697$16,188,183▼ $2,215,514
Temporarily Rstr Net Assets$2,843,076$2,359,895▼ $483,181
Total Net Assets Fund Balance$90,968,562$91,321,374▲ $352,812
Total Liabilities and Net Assets / Fund Balance$96,948,416$97,069,899▲ $121,483

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,089,535$19,609,980$40,699,515
Equipment$243,788$3,705,789$3,949,577
Land$658,350-$658,350
Other Securities$5,986,257--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$69,402,391$2,369,686▲ $2,979,405$3,149,912$67,946,171
2014$67,715,170$7,754,734▼ $794,727$2,094,903$69,402,391
2013$62,317,116$1,136,019▲ $8,840,604$1,501,059$67,715,170
2012$58,977,049$493,000▲ $7,395,217$1,379,269$62,317,116
2011$58,573,366$191,772▲ $4,783,470$1,594,286$58,977,049
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ms Katharine CaldwellDirectOR of Philanthropic (Pt Yr)FT$118,979$1,044$120,023

Board Members and Trustees

NameTitle
Mr BENJAMIN H GRISWOLD IVChairman
Mr Calman J ZAMOISKI JRBoard Member
Mr Chris BarlettBoard Member
Mr Kenneth W DeFontes JrBoaRD MEMBER
Ms Barbara BozzutoBoard Member
Mr PAUL G MEECHAMBOARD MEMBER (Pt Yr)
Ms TERRY MEYERHOFF RUBENSTEINSecretary
The Honorable Steven R SchuhTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Counseling Service Co LLCCounselingPO Box 824885, philadelphia, PA 19182-4885$118,500
North Charles Street Design OrganizationMarketing Design/Production222 W Saratoga Street, Baltimore, MD 21201-3512$102,302
Revenue and Support

Revenue Composition

Contributions and Grants
$3,483,778
Program Service Revenue
$0
Investment Income
$1,187,655
Other Revenue
$0
All Other Contributions
$3,333,778
Change in Net Assets
$-1,457,425

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$103,286Fair Market Value (FMV)
Total Noncash Contributions2$103,286-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,572,846
Other Expenses$2,102,861
Salaries, Compensation, and Employee Benefits$453,151
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,572,846--$3,572,846
Depreciation Depletion$1,177,983--$1,177,983
Other Salaries and Wages-$437,823-$437,823
Fees for Services Other$293,338$7,467-$300,805
Fees for Service Investment Mgmnt Fees-$204,632-$204,632
Interest-$133,533-$133,533
Occupancy-$89,977-$89,977
Insurance-$61,007-$61,007
Advertising-$52,549-$52,549
Fees for Services Accounting-$33,527-$33,527
Payroll Taxes-$15,328-$15,328
Conferences and Meetings-$9,965-$9,965
Office Expenses-$8,778-$8,778
Travel-$4,801-$4,801
Other Expenses-$250-$250
Total Functional Expenses$5,044,167$1,084,691$0$6,128,858
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baltimore Symphony Orchestra IncBaltimore, MD501(c)(3)To Provide Support to a Supported Organization to Further Its Exempt Purpose.$3,572,846

International Summary

Offices
0
Employees
0
Spending
$10,472,404

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean -InvestmentsN/a00$10,472,404
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$1,626,444
Interest Rate Swap$382,666
Gift Annuity Payable$74,190
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“The board of the trust consists of nine members that are approved by the baltimore symphony orchestra (bso), three of whom serve by virtue of their positions with bso (the chairman of the board, the president and ceo, and the chairman of the finance committee). The remaining trustees, which constitute the majority, are appointed to staggered terms by bso and may not be officers, directors, or employees of the bso. At the end of 2015 (fy 2016) there were two board vacancies.”

Form 990, Part VI, Section B, line 11

“A COPY OF THE FORM 990 WAS emailed TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION.”

Form 990, Part VI, Section B, line 12C

“The BSO has a Conflict of interest policy that is available to all employees in the Staff Employee Handbook. The handbook is issued to every new employee of the BSO and the employee must sign to say that they have read and understood the information provided. The conflict of interest policy is monitored by management with the emphasis on those areas that are especially susceptible to possible conflicts. Any potential conflicts would be dealt with on an individual basis by the President/CEO and the Director of Human Resources as necessary. THE CONFLICT OF INTEREST POLICY IS AFFIRMATIVELY REVIEWED AND SIGNED BY THE BOARD OF DIRECTORS EVERY YEAR.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents, conflict of interest policy, financial statements and form 990 are available to the public upon request. The form 990 is also available online via www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Baltimore Symphony Endowment Trust
EIN
77-0659339
Phone
4107838095
Address
1212 Cathedral Street, Baltimore, MD 21201-5517

Signing Officer

Name
Sarah Beckwith
Title
CFO
Phone
4107838095
Signed
2017-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter T Kjome
Formed
2006
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
7

Preparer

Firm
Sc&h Tax & Advisory Services LLC
Address
910 RIDGEBROOK ROAD, SPARKS, MD 21152
Preparer
Lori S Burghauser
Phone
4104031500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Loss on interest rate swap -103,592.”

FORM 990, PAGE 12, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

Part V, Line 4:

“The organization uses the endowment funds as support for operating expenses that are necessary to fulfill the organization's exempt purpose.”

Part X, Line 2:

“ASC 740, Income Taxes (ASC 740), prescribes a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return as well as guidance on de-recognition, classification, interest and penalties and financial statement reporting disclosures. For these benefits to be recognized, a tax position must be more-likely-than not to be sustained upon examination by taxing authorities. The amount recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. The Endowment Trust continues to remain subject to examination by U.S. Federal authorities for the years 2013 through 2016. The Endowment Trust recognizes interest and penalties accrued on any unrecognized tax exposure as a component of income tax expense. The Endowment Trust does not have any amounts accrued relating to interest and penalties as of August 31, 2016 and 2015.”

Raw XML AppendixShowing 400 of 690 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11835
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2805
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IRS990/RegularMonitoringEnfrcInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Baltimore Symphony Endowment Trust also supports the Baltimore Symphony Orchestra by holding and maintaining the building. Maintenance and depreciation expense associated with the building have been recorded on the Baltimore Symphony Endowment Trusts books and records.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Question 11g, Line vi:
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BALTIMORE SYMPHONY ORCHESTRA INC
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,069,899
Liabilities
$5,748,525
Net assets
$91,321,374
Revenue
$4,671,433
Expenses
$6,128,858
Net income
-$1,457,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.3$3.17$95.1$16.7$12.5$4.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.8$3.91$84.9$5.85$5.03$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$4.93$98.7$13.5$5.54$7.96
2020Summary only. Only limited summary data is available for this year.$93.6$5.11$88.5$1.29$5.94$4.65
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.1$5.36$86.7$5.97$8.53$2.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.1$5.56$92.6$7.67$11.3$3.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$6.12$95.6$8.08$5.80$2.28
2016Detailed filing. Detailed filing data is available for this year.$97.1$5.75$91.3$4.67$6.13$1.46
2015Summary only. Only limited summary data is available for this year.$96.9$5.98$91.0$12.9$5.43$7.47
2014Detailed filing. Detailed filing data is available for this year.$96.1$6.71$89.4$8.84$6.00$2.84
2013Summary only. Only limited summary data is available for this year.$89.2$6.51$82.7$8.31$5.48$2.82
2012Summary only. Only limited summary data is available for this year.$85.1$7.42$77.7$1.15$4.77$3.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.9$8.15$77.8$4.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.9$8.61$74.3$3.95
Peer Organizations

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