Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2019 • EIN 77-0659339

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 20, 2020

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

23rd percentile

0.06x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.90x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

5th percentile

-43%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$332,951

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

9th percentile

-6.1%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$92,104,541

Down $6,035,410 (-6.1%) from 2018

Net Assets

Down

$86,747,632

Down $5,832,462 (-6.3%) from 2018

Liabilities

Down

$5,356,909

Down $202,948 (-3.7%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin5th percentile

Revenue

Down

$5,973,326

Down $1,699,441 (-22%) from 2018

Expenses

Down

$8,530,011

Down $2,782,382 (-25%) from 2018

Net Income

Up

-$2,556,685

Up $1,082,941 (+30%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2019

Assets$92,104,541
Liabilities$5,356,909
Net Assets$86,747,632
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$5,973,326
Expenses$8,530,011
Net Income-$2,556,685
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 20, 2020
Return Version
2018v3.2
Gross Receipts
$22,349,724
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$57,874,810$54,201,153▼ $3,673,657
Land, Buildings, and Equipment, Net$20,391,171$19,227,369▼ $1,163,802
Savings and Temporary Cash Investments$2,961,317$7,433,878▲ $4,472,561
Investments Other Securities$11,757,870$6,334,054▼ $5,423,816
Pledges and Grants Receivable$3,558,528$3,146,904▼ $411,624
Prepaid Expenses and Deferred Charges$500,000$600,000▲ $100,000
Cash and Non-Interest-Bearing Accounts$472,194$268,639▼ $203,555
Total Assets$98,139,951$92,104,541▼ $6,035,410
Other Assets Total$624,061$892,544▲ $268,483
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,184,018$4,861,292▼ $322,726
Other Liabilities$183,890$426,997▲ $243,107
Accounts Payable and Accrued Expenses$191,949$68,620▼ $123,329
Total Liabilities$5,559,857$5,356,909▼ $202,948
Net Assets / Fund Balance
Permanently Rstr Net Assets$77,101,820$77,836,358▲ $734,538
Unrestricted Net Assets$12,363,574$5,523,574▼ $6,840,000
Temporarily Rstr Net Assets$3,114,700$3,387,700▲ $273,000
Total Net Assets Fund Balance$92,580,094$86,747,632▼ $5,832,462
Total Liabilities and Net Assets / Fund Balance$98,139,951$92,104,541▼ $6,035,410

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,472,166$23,097,116$41,569,282
Equipment$96,853$3,927,099$4,023,952
Land$658,350-$658,350
Other Assets Org$-7,525,685--
Other Securities$4,823,453--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$72,645,812$1,874,838▲ $759,241$4,033,578$67,520,059
2017$72,100,093$1,710,293▲ $5,936,454$3,164,348$72,645,812
2016$68,075,548$3,692,480▲ $8,069,106$4,080,641$72,100,093
2015$69,402,391$2,499,063▲ $2,979,405$3,149,912$68,075,548
2014$67,715,170$7,754,734▼ $794,727$2,094,903$69,402,391
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Mr Chris BarlettChairman
Mr Andrew a SternBoard Member
Mr Joseph Meyerhoff IiBoard Member
Mr Kenneth W Defontes JrBoard Member
Mr Peter KjomeBoard Member
Mr Rick MonfredBoard Member
Ms Barbara BozzutoBoard Member
The Honorable Steven R SchuhTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Schindler Elevator CorporationElevator ContractorPO BOX 90350, Chicago, IL 60673$342,706
Freestate Electrical Construction CompanElectrical Contractor13335 MID ATLANTIC BOULEVARD, Laurel, MD 20708$136,907
Structural Restoration Services INCConstruction Contractor259 WEST ORE STREET, Loganville, PA 17342$113,513
Revenue and Support

Revenue Composition

Contributions and Grants
$1,874,435
Program Service Revenue
$0
Investment Income
$4,098,891
Other Revenue
$0
All Other Contributions
$1,874,435
Change in Net Assets
$-2,556,685

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 Traded1$25,183Fair Market Value (FMV)
Total Noncash Contributions1$25,183-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,463,071
Grants and Similar Amounts Paid$3,625,335
Salaries, Compensation, and Employee Benefits$441,605
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,625,335--$3,625,335
Depreciation Depletion$1,256,478--$1,256,478
Other Salaries and Wages-$427,671-$427,671
Fees for Service Investment Mgmnt Fees-$215,819-$215,819
Interest-$201,694-$201,694
Fees for Services Other$74,738$7,295-$82,033
Insurance-$70,718-$70,718
Occupancy-$55,379-$55,379
Fees for Services Accounting-$23,370-$23,370
Conferences and Meetings-$17,585-$17,585
Advertising-$15,906-$15,906
Payroll Taxes-$13,934-$13,934
Travel-$1,455-$1,455
Office Expenses-$897-$897
Other Expenses$2,423,873$230-$230
Total Functional Expenses$7,380,424$1,149,587$0$8,530,011
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.$3,625,335

International Summary

Offices
0
Employees
0
Spending
$4,849,877

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
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean -InvestmentsN/a00$4,849,877
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
Interest Rate Swap$234,896
Gift Annuity Payable$192,101
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 organization 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. As of the current fiscal year end (august 31, 2019) there is one vacancy on the board of directors.”

Form 990, Part VI, Section B, Line 11B

“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
2020-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter T Kjome
Formed
2006
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
7
Employees
9
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 -151,226.”

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 organization is subject to examination by u.s. Fedeal authorities; however, there are currently no audits in progress. The organization recognizes interest and penalties accrued on any unrecognized tax exposure as a component of income tax expense. The organization does not have any amounts accrued relating to interest and penalties as of august 31, 2019 and 2018.”

Raw XML AppendixShowing 400 of 701 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
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11961
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IRS990/ReconcilationRevenueExpnssAmt0-2556685
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02961317
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07433878
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
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/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01639086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03483778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08741890
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01771172
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01467842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01404614
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IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt074738
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IRS990ScheduleA/PublicSupportPY170Pct00.42960
IRS990ScheduleA/PublicSupportTotal170Amt011211639
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03625335
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BALTIMORE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03625335
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03483778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08741890
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017745927
IRS990ScheduleA/TotalSupportAmt025821410
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt042210
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02499063
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt068075548
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02979405
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt092739

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,104,541
Liabilities
$5,356,909
Net assets
$86,747,632
Revenue
$5,973,326
Expenses
$8,530,011
Net income
-$2,556,685
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
2019Detailed filing. Detailed filing data is available for this year.$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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