2024-07-02T13:34:56-05:00 2023-08-31 474526160 EFPR GROUP CPAS PLLC 6390 MAIN STREET SUITE 200 WILLIAMSVILLE NY 14221 990 2022-09-01 160755739 BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC BUFF 7168850331 786 DELAWARE AVENUE BUFFALO NY 14209 DANIEL HART EXECUTIVE DIRECTOR 7168850331 2024-07-02 1 DANIEL HART 999009999 0 DAVID A URBAN CPA P00630018 7166340700 2024-07-02 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL HART 786 DELAWARE AVENUE BUFFALO NY 14209 13950774 0 X WWW.BPO.ORG X 1936 NY THE BUFFALO PHILHARMONIC ORCHESTRA SOCIETY, INC. PRODUCES SYMPHONIC MUSIC FOR THE CULTURAL BENEFIT OF THE BUFFALO, NEW YORK AREA, INCLUDING ARTISTIC EDUCATION PROGRAMS FOR AREA YOUTH. 39 39 460 0 0 0 9701610 8704198 3745211 4465215 7681 208735 -669210 572626 12785292 13950774 0 0 0 0 9460042 10005386 0 0 844559 3637684 4531135 13097726 14536521 -312434 -585747 13884495 12777211 3202209 2591355 10682286 10185856 THE BUFFALO PHILHARMONIC ORCHESTRA PRODUCES SYMPHONIC MUSIC FOR THE CULTURAL BENEFIT OF THE BUFFALO, NEW YORK AREA INCLUDING ARTISTIC EDUCATION PROGRAMS FOR AREA YOUTH. 0 0 11984259 4552582 THE BUFFALO PHILHARMONIC ORCHESTRA PRODUCES SYMPHONIC MUSIC FOR THE CULTURAL BENEFIT OF THE BUFFALO, NEW YORK AREA INCLUDING ARTISTIC EDUCATION PROGRAMS FOR AREA YOUTH. 11984259 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 69 0 1 460 1 0 0 0 0 0 0 0 0 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 NY X X KEVIN JAMES 7168850331 786 DELAWARE AVENUE BUFFALO NY 14209 SCOTT STENCLIK CHAIR 5.00 1.00 X X 0 0 0 ANNE CONABLE VICE CHAIR 5.00 0.00 X X 0 0 0 JOHN J ZAK TREASURER 5.00 1.00 X X 0 0 0 WILLIAM KEEFER SECRETARY 5.00 0.00 X X 0 0 0 RONALD LUCZAK TRUSTEE 1.00 0.00 X 0 0 0 BRENDA FELDSTEIN TRUSTEE 1.00 0.00 X 0 0 0 NICKOLE GARRISON TRUSTEE 1.00 0.00 X 0 0 0 MATT LOW TRUSTEE 1.00 0.00 X 0 0 0 RONALD LUCZAK TRUSTEE 1.00 0.00 X 0 0 0 KYLE MORGAN TRUSTEE 1.00 0.00 X 0 0 0 ERIN PERADOTTO TERHAAR TREASURER 1.00 0.00 X 0 0 0 CORINNE RICE TRUSTEE 1.00 0.00 X 0 0 0 CASIMIRO D RODRIGUEZ SR TRUSTEE 1.00 0.00 X 0 0 0 REV MELODY I RUTHERFORD TRUSTEE 1.00 0.00 X 0 0 0 RICARDO SAEB TRUSTEE 1.00 0.00 X 0 0 0 KAREN SAXON TRUSTEE 1.00 0.00 X 0 0 0 ROBIN G SCHULZE PHD TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH SEDITA TRUSTEE 1.00 0.00 X 0 0 0 SONNY SONNENSTEIN TRUSTEE 1.00 0.00 X 0 0 0 CHRISTINE STANDISH TRUSTEE 1.00 0.00 X 0 0 0 REV JONATHAN STAPLES TRUSTEE 1.00 0.00 X 0 0 0 DAVID STARK TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN T SWIFT TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN B EDGE EX-OFFICIO 1.00 0.00 X 0 0 0 ALLAN C RIPLEY EX-OFFICIO 1.00 0.00 X 0 0 0 JOHN YURTCHUK EX-OFFICIO 1.00 0.00 X 0 0 0 JOANN FALLETTA EX-OFFICIO 1.00 0.00 X 0 0 0 JONATHAN BORDAN TRUSTEE 1.00 0.00 X 0 0 0 MARK HODGES TRUSTEE 1.00 0.00 X 0 0 0 ROMAN MEKINULOV TRUSTEE 1.00 0.00 X 0 0 0 DANIEL PENDLEY TRUSTEE 1.00 0.00 X 0 0 0 DIANA SACHS TRUSTEE 1.00 0.00 X 0 0 0 HENRY WARD TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY CASSETTA TRUSTEE 1.00 0.00 X 0 0 0 RANDALL ODZA TRUSTEE 1.00 0.00 X 0 0 0 EDWIN POLOKOFF TRUSTEE 1.00 0.00 X 0 0 0 JOHN N WALSH III TRUSTEE 1.00 0.00 X 0 0 0 ROBERT G WEBER TRUSTEE 1.00 0.00 X 0 0 0 DANIEL HART PRESIDENT/EXECUTIVE DIRECTOR 40.00 0.00 X X 358976 0 23350 KEVIN JAMES CPA V.P. OF FINANCE & ADMINIST 40.00 0.00 X 119697 0 17335 JENNIFER BARBEE DIRECTOR OF DEVELOPMENT 40.00 0.00 X 157494 0 0 ARTHUR CHOOI CONCERT MASTER 40.00 0.00 X 125812 0 13202 761979 0 53887 4 0 1 0 MAESTRA PRODUCTIONS INC C/O JOANN FALLETTA 240 RIVERMIST D BUFFALO NY 14202 CONDUCTOR 367500 BENNETT DIRECT P O BOX 0015 MILWAUKEE WI 53201 CONSULTING 223080 2 1630691 1064500 6009007 8704198 CONCERT REVENUE 711130 4170081 4170081 SPECIAL EVENTS 711130 209795 209795 MEDIA & GIFT SHOP SALES 711130 68449 68449 EDUCATION 711130 16890 16890 4465215 208735 208735 APPRECIATION IN ASSETS HELD BY OT 525920 485259 485259 MISCELLANEOUS 900099 87367 87367 572626 13950774 4552582 0 693994 478673 395773 45177 37723 7205225 5957376 680021 567828 339168 310178 21183 7807 1199406 1096888 74911 27607 782914 675613 66076 41225 262552 262552 113339 98839 14500 572505 539639 32866 118478 30265 84225 3988 103051 103051 60985 43904 12311 4770 9394 9394 132022 13824 114327 3871 58901 58901 GUEST ARTIST/CONDUCTOR 1543848 1543848 PRODUCTION EXPENSE 898520 898520 MISCELLANEOUS 226830 174362 50072 2396 BANK SERVICE FEE 152886 128674 14654 9558 277824 76556 96348 104920 14536521 11984259 1707703 844559 420551 1460361 2290635 2188219 278099 182692 2442622 126960 365030 350631 3940638 1365924 2604545 2574714 5483013 5893634 13884495 12777211 806142 314079 2004282 2008349 391785 268927 3202209 2591355 X 4350004 3456901 6332282 6728955 10682286 10185856 13884495 12777211 X -585747 89317 0 X X 0 1 X 1 1 1 X 9870703 9326531 10738829 9701610 8704198 48341871 9870703 9326531 10738829 9701610 8704198 48341871 2324353 46017518 150 23860 60467 7681 208735 300893 52239 87367 139606 48782370 17323568 0.94330 0.94570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 X 255000 255000 2167500 314819 1852681 45567 31880 13687 1472571 1019225 453346 2574714 ASSETS HELD IN TRUST-COMMUNITY FOUNDATION OF GREATER BUFFALO 5893634 5893634 DUE TO RELATED - KLEINHANS 247471 DUE TO RELATED BPO FOUNDATION 21456 268927 X 15682923 89317 1905384 1994701 13688222 262552 262552 13950774 14273969 0 14273969 262552 262552 14536521 PART IV, LINE 2B: FUNDS HELD ON BEHALF OF KLEINHANS MUSIC HALL. PART X, LINE 2: THE BPO IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE BPO HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER 509(A) OF THE CODE. THE BPO PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENTS ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE BPO HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN ITS CONSOLIDATED FINANCIAL STATEMENTS. U.S. FORMS 990 FILED BY THE BPO IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. 786 DELAWARE LLC IS A SINGLE-MEMBER LLC AND A QUALIFIED NON-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION HAS BEEN REFLECTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS HELD BY FOUNDATION 1,905,384. 1 X X X 0 0 0 0 0 0 0 0 0 DANIEL HART PRESIDENT/EXECUTIVE DIRECTOR 358976 0 0 0 0 0 0 0 23350 0 382326 0 0 0 JENNIFER BARBEE DIRECTOR OF DEVELOPMENT 157494 0 0 0 0 0 0 0 0 0 157494 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THROUGH EMAIL TO THE EXECUTIVE COMMITTEE AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE ASKED TO EXCUSE THEMSELVES FROM ANY DISCUSSION FOR WHICH THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 REVIEW OF INDUSTRY DATA AND OTHER SOURCES IS MADE BY THE PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ALL AVAILABLE ON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. FORM 990, PART XI, LINE 10: RECONCILIATION OF CHANGE IN NET ASSETS OF FORM 990 TO FINANCIAL STATEMENTS: THE CHANGE IN THE NET ASSETS PER THE FINANCIAL STATEMENTS OF BPO IS DIFFERENT FROM THE AMOUNT SHOWN ON THE 990 DUE TO FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 958 WHICH REQUIRES INCLUSION OF THE BPO FOUNDATION'S NET ASSETS ON THE FINANCIAL STATEMENTS OF THE BPO. 786 DELAWARE LLC 786 DELAWARE AVENUE BUFFALO NY 14209 823166611 TO MANAGE THE OPERATIONS & MAINTENANCE OF BUILDING FOR ITS TENANTS NY 149323 2375913 BUFFALO PHILHARMONIC ORCHESTRA SOCIETY THE BUFFALO PHILHARMONIC ORCHESTRA FOUNDATION 786 DELAWARE AVENUE BUFFALO NY 14209 222270540 TO SUPPORT THE BUFFALO PHILHARMONIC ORCHESTRA NY 501(C)(3) LINE 11 N/A 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0