2026-04-17T12:02:52-05:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2024-07-01 566011568 CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC CHAR 7049722003 129 WEST TRADE STREET 600 CHARLOTTE NC 28202 DAVID JL FISK PRESIDENT & CEO 7049722003 2026-04-17 1 1 BREE-ANN WEIDNER P01319397 7043771678 2024 2025-03-06 01:10:19Z X DAVID JL FISK 129 WEST TRADE STREET 600 CHARLOTTE NC 28202 27367201 0 X WWW.CHARLOTTESYMPHONY.ORG X 1932 NC THE CHARLOTTE SYMPHONY UPLIFTS, ENTERTAINS, AND EDUCATES THE DIVERSE COMMUNITIES OF CHARLOTTE-MECKLENBURG AND BEYOND THROUGH EXCEPTIONAL MUSICAL EXPERIENCES. REACHING OUT THROUGH THE TRANSFORMATIVE POWER OF LIVE MUSIC, THE CHARLOTTE SYMPHONY WILL BE A CIVIC LEADER, REFLECTING AND UNITING OUR REGION. 28 25 315 32 0 0 13269459 22905447 3925449 3937885 79881 21450 167513 249128 17442302 27113910 0 0 0 0 8990758 9533260 160000 63000 1001681 4491509 5233792 13642267 14830052 3800035 12283858 36699975 50059541 3351564 2319361 33348411 47740180 OUR MISSION IS TO IGNITE THE HUMAN SPIRIT THROUGH THE PASSION AND UNIFYING POWER OF LIVE SYMPHONIC MUSIC. 0 0 11264971 3773691 SYMPHONY PERFORMANCES - LAST YEAR 170,000+ PEOPLE EXPERIENCED LIVE MUSIC WITH THE CHARLOTTE SYMPHONY WITH 175 CONCERTS PRESENTED IN 34 VENUES ACROSS THE REGION. EVENTS INCLUDED VIRTUAL AND IN-PERSON PERFORMANCES OF CLASSICAL MASTERWORKS, POPS FAVORITES, INFORMAL CONCERTS IN LOCAL BREWERIES, AND VIRTUAL EDUCATIONAL CONCERTS FOR THOUSANDS OF CHILDREN. 607794 137658 YOUTH ORCHESTRAS - WITH THE BELIEF THAT MAKING MUSIC IS A RIGHT, NOT A PRIVILEGE, WE ACTIVELY NURTURE THE NEXT GENERATION OF MUSICIANS AND MUSIC LOVERS BY SUPPORTING TWO YOUTH ORCHESTRAS FOCUSED ON DUAL GOALS OF EXTRAORDINARY MUSIC EDUCATION AND DIVERSITY, EQUITY AND INCLUSION. WE PROVIDE A NURTURING ENVIRONMENT FOR OUR YOUNG MUSICIANS TO CREATE LASTING BONDS THROUGH MUSIC AND FRIENDSHIP, AND INSTILL THE VALUES OF COMMUNITY SERVICE THROUGH MUSIC. 94500 26536 COMMUNITY EDUCATION - AN INTENSIVE AFTERSCHOOL YOUTH PROGRAM FOCUSED ON CHARLOTTE'S CHILDREN WITH THE GREATEST NEEDS AND FEWEST RESOURCES, PROJECT HARMONY IS A MUSIC AND LEADERSHIP PROGRAM AIMED AT EXPANDING THE VISION OF WHAT IS POSSIBLE FOR OUR AREA YOUTH. CHILDREN ARE GIVEN FREE INSTRUMENTS, ORCHESTRA ENSEMBLE TRAINING, AND ACADEMIC SUPPORT. 11967265 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 55 0 1 315 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 25 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NC SC X CHRISTIAN DRAKE 7047145121 129 WEST TRADE STREET SUITE 600 CHARLOTTE NC 28202 RICHARD KRUMDIECK CHAIR 1.00 0.00 X X 0 0 0 MANLEY ROBERTS DIRECTOR 1.00 0.00 X 0 0 0 LINDSAY SCHALL DIRECTOR 1.00 0.00 X 0 0 0 SARA GARCES ROSELLI DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER SULLIVAN DIRECTOR 1.00 0.00 X 0 0 0 JULIETTE PRYOR DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN MAKRIS DIRECTOR 1.00 0.00 X 0 0 0 VALERIE KINLOCH DIRECTOR 1.00 0.00 X 0 0 0 BYRON JOHNS DIRECTOR 1.00 0.00 X 75435 0 17141 FRAN HYDE DIRECTOR 1.00 0.00 X 0 0 0 LUCIA ZAPATA GRIFFITH DIRECTOR 1.00 0.00 X 0 0 0 CRAIG FROEHLICH DIRECTOR 1.00 0.00 X 0 0 0 YLIDA SCOTT DIRECTOR 1.00 0.00 X 0 0 0 SIDNEY FLETCHER DIRECTOR 1.00 0.00 X 0 0 0 NICK CLEMENTS DIRECTOR 1.00 0.00 X 0 0 0 MIKE BUTTERWORTH DIRECTOR 1.00 0.00 X 0 0 0 JOYE D BLOUNT DIRECTOR 1.00 0.00 X 0 0 0 KRISHA BLANCHARD DIRECTOR 1.00 0.00 X 0 0 0 BRIENNE TINDER DIRECTOR 1.00 0.00 X 0 0 0 ANDREA MUMM TRAMMELL DIRECTOR 1.00 0.00 X 60360 0 16335 KEN WALKER DIRECTOR 1.00 0.00 X 0 0 0 CARRIE GALLOWAY DIRECTOR 1.00 0.00 X 0 0 0 CAMERON SHERRILL DIRECTOR 1.00 0.00 X 0 0 0 JENNY TOPILOW DIRECTOR (THRU 10/2024) 1.00 0.00 X 0 0 0 MARY DELK DIRECTOR (THRU 6/2025) 1.00 0.00 X 0 0 0 ALEX MCKINNON DIRECTOR (THRU 6/2025) 1.00 0.00 X 0 0 0 KEVIN WALKER DIRECTOR (THRU 6/2025) 1.00 0.00 X 0 0 0 LINDA MCFARLAND FARTHING FORMER CHAIR (THRU 6/2025) 1.00 0.00 X X 0 0 0 MANNY CLARK FORMER SECRETARY (THRU 12/2024) 1.00 0.00 X X 0 0 0 MICHAEL ANKROM FORMER TREASURER (THRU 6/2025) 1.00 0.00 X X 0 0 0 KWAME RYAN MUSIC DIRECTOR 1.00 0.00 X X 116539 0 0 DAVID JL FISK PRESIDENT & CEO 40.00 0.00 X X 279790 0 11101 DENISE DEMAIO TREASURER 1.00 0.00 X X 0 0 0 MELINDA SNYDER VICE CHAIR 1.00 0.00 X X 0 0 0 ULRIKE MILES VICE CHAIR 1.00 0.00 X X 0 0 0 CALIN LUPANU CONCERTMASTER 40.00 0.00 X 132713 0 22937 ARAM KIM BRYAN VP LEARNING & COMMUNITY ENGAGEMENT 40.00 0.00 X 138967 0 10811 SCOTT FRECK VP OF ARTISTIC OPERATIONS 40.00 0.00 X 157308 0 11569 SHAYNE DOTY VP OF DEVELOPMENT 40.00 0.00 X 185556 0 11569 CHRISTIAN DRAKE VP OF FINANCE 40.00 0.00 X 146869 0 11569 1293537 0 113032 7 0 1 0 CHAZIN & COMPANY 9211 CORPORATE BLVD STE 310 ROCKVILLE MD 20850 ACCOUNTING SERVICES 174111 1 1355698 102556 62500 21384693 219516 22905447 SINGLE TICKET SALES 900099 2311647 2311647 SEASON TICKET SALES 900099 748808 748808 OTHER FEE CONCERTS 900099 651749 651749 YOUTH ORCHESTRA 900099 225681 225681 3937885 21450 21450 502419 102556 253291 249128 249128 27113910 3937885 0 270578 600409 420495 179914 6817215 5826704 409359 581152 335892 335892 996021 845350 126710 23961 783723 677358 47943 58422 5038 5038 265213 265213 63000 63000 424746 121265 191564 111917 536030 536030 314733 91346 180884 42503 144368 18223 101957 24188 183082 6040 177042 400464 362805 22690 14969 43692 43692 106255 20250 86005 THEATER COSTS/STAGEHAND 1308498 1305848 959 1691 GUEST ARTISTS/CONDUCTOR 1141628 1141628 INSTRUMENTS & MUSIC 268807 252422 16385 91238 5609 5751 79878 14830052 11967265 1861106 1001681 324051 1170910 1741465 93743 15468688 22355312 57473 205576 121903 44742 1557057 403616 1150093 1153441 17836302 25035817 36699975 50059541 804682 950962 287392 205876 1990000 1000000 269490 162523 3351564 2319361 X -504902 -1997386 33853313 49737566 33348411 47740180 36699975 50059541 X 12283858 2107911 X 0 1 X 1 0 X 9697062 11164243 19343856 13269459 22905447 76380067 9697062 11164243 19343856 13269459 22905447 76380067 22092597 54287470 247 104659 79881 21450 206237 7652 167513 249128 424293 77010597 15535145 0.70490 0.81750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18124121 7929471 2297278 1328712 27022158 12060238 4797196 1787976 521289 18124121 11569604 250315 791541 551222 12060238 13378775 55126 -1864297 11569604 10713791 207493 2955418 497927 13378775 0.00000 1.00000 0.00000 1 0 776173 314778 461395 780884 88838 692046 1153441 BENEFICIAL INTERESTS IN TRUSTS 24877995 RIGHT-OF-USE ASSETS 157822 25035817 RIGHT-OF-USE LIABILITIES 162523 162523 X 29455160 2341250 2341250 27113910 0 27113910 15063391 233339 233339 14830052 0 14830052 PART V, LINE 4: THE CSO'S ENDOWMENT FUNDS CONSIST OF DONOR RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING, BUT NOT LIMITED TO, INSTRUMENT CHAIRS, EDUCATION, AND ONGOING OPERATIONAL EXPENSES. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE SOCIETY HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE WITH RESPECT TO ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT BELIEVES THE SOCIETY CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SOCIETY ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE SOCIETY BELIEVES THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE SOCIETY HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED IT HAD NO MATERIAL UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2025 OR 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTERESTS IN TRUSTS 2,341,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 233,339. X X X X X X X 1 VANDEVER BATTEN 1234 JERICHO LANE CHARLOTTE NC 28270 FUNDRAISING CONSULTING 0 0 63000 -63000 63000 -63000 NC SPRING GALA 279510 62977 216533 4200 50631 10645 GALA 285115 39579 245536 71058 86298 1 40350 40350 21329 9130 604975 102556 502419 4200 121689 21329 106073 253291 249128 X X X X X 0 0 0 0 0 0 0 0 0 DAVID JL FISK PRESIDENT & CEO 256810 0 22980 0 0 0 0 0 11101 0 290891 0 0 0 SHAYNE DOTY VP OF DEVELOPMENT 160556 0 25000 0 0 0 0 0 11569 0 197125 0 0 0 SCOTT FRECK VP OF ARTISTIC OPERATIONS 147308 0 10000 0 0 0 0 0 11569 0 168877 0 0 0 CHRISTIAN DRAKE VP OF FINANCE 136869 0 10000 0 0 0 0 0 11569 0 158438 0 0 0 CALIN LUPANU CONCERTMASTER 132713 0 0 0 0 0 11370 0 11567 0 155650 0 0 0 X 19 219156 FMV 0 1 1 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR. PART I, LINE 32B: CBC GROUP - MERRILL LYNCH, PIERCE, FENNER & SMITH INC. RECEIVES AND LIQUIDATES STOCK GIFTS ON BEHALF OF CSO. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPLETE FORM 990. UPON THEIR REVIEW AND RECOMMENDATION, A COMPLETE COPY OF THE FORM 990 IS THEN SENT TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE DIRECTOR WITH THE POTENTIAL CONFLICT WILL RECUSE HIM/HERSELF FROM ALL DISCUSSION AND VOTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS AN EMPLOYMENT AGREEMENT WITH THE CEO THAT PROVIDES FOR ALL ASPECTS OF THE CEO'S COMPENSATION AND BENEFITS PACKAGE. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE CEO'S PERFORMANCE AGAINST AGREED GOALS AND KPIS, AND REVIEWS COMPENSATION. IN DETERMINING COMPENSATION LEVEL, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE DATA FOR ORCHESTRAS WITH A SIMILAR BUDGET AND SCOPE AS DETERMINED BY THE FIELD'S NATIONAL ASSOCIATION, THE LEAGUE OF AMERICAN ORCHESTRAS, AS WELL AS COMPENSATION FOR ARTS AND CULTURE LEADERS IN THE LOCAL GEOGRAPHIC REGION. FOR ALL OTHER EMPLOYEES, THE BOARD OF DIRECTORS APPROVES AN OVERALL ADMINISTRATIVE BUDGET INCLUDING STAFF SALARIES. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC INSPECTION FINANCIAL STATEMENTS, INCLUDING LATEST AUDITED STATEMENTS AND FORM 990, ARE POSTED ON THE CSO'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTERESTS IN TRUSTS 2,341,250. BAD DEBT EXPENSE -233,339.