CINCINNATI SYMPHONY ORCHESTRA: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CINCINNATI SYMPHONY ORCHESTRA (EIN 31-0537080)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-06-22
IRS object ID
202621739349300837
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-22T13:55:00-05:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 EAST 4TH STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310537080EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CINCINNATI SYMPHONY ORCHESTRABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCINCBusinessNameControlTxt
Phone5137443306PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11241 ELM STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452027531ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY LEEPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone5136211919PhoneNum
Signature2026-06-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNAMARIE B REILLYPreparerPersonNm
PTINP00431897PTIN
Phone5132413111PhoneNum
Preparation2026-06-18PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT MCGRATHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11241 ELM STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452027531ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$176,541,144GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://CINCINNATISYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1894FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO SEEK AND SHARE INSPIRATION.ActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee539TotalEmployeeCnt
Total Volunteers160TotalVolunteersCnt
Total Gross UBI$13,252TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,645,249PYContributionsGrantsAmt
CY Contributions Grants$94,342,425CYContributionsGrantsAmt
PY Program Service Revenue$9,888,156PYProgramServiceRevenueAmt
CY Program Service Revenue$11,172,919CYProgramServiceRevenueAmt
PY Investment Income$14,571,156PYInvestmentIncomeAmt
CY Investment Income$10,249,101CYInvestmentIncomeAmt
PY Other Revenue$226,085PYOtherRevenueAmt
CY Other Revenue$75,374CYOtherRevenueAmt
PY Total Revenue$53,330,646PYTotalRevenueAmt
CY Total Revenue$115,839,819CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$25,684,048PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$26,939,049CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$445,394PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$631,583CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,531,170CYTotalFundraisingExpenseAmt
PY Other Expenses$14,029,823PYOtherExpensesAmt
CY Other Expenses$14,390,873CYOtherExpensesAmt
PY Total Expenses$40,159,265PYTotalExpensesAmt
CY Total Expenses$41,961,505CYTotalExpensesAmt
PY Revenues Less Expenses$13,171,381PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$73,878,314CYRevenuesLessExpensesAmt
Total Assets BOY$377,754,303TotalAssetsBOYAmt
Total Assets EOY$479,702,083TotalAssetsEOYAmt
Total Liabilities BOY$17,832,428TotalLiabilitiesBOYAmt
Total Liabilities EOY$28,203,058TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$359,921,875NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$451,499,025NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE CINCINNATI SYMPHONY ORCHESTRA IS TO SEEK AND SHARE INSPIRATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$31,745,184ExpenseAmt
Revenue$11,219,817RevenueAmt
DescORCHESTRA CONCERTS OF CLASSICAL WORKS (40), POPS (18), YOUTH AND EDUCATIONAL (209), AND OTHER CONCERTS (40). ADDITIONALLY, THE ORCHESTRA PROVIDES SERVICES TO THE CINCINNATI BALLET (41) AS WELL AS OTHER SERVICES TO SIMILAR MISSION-ALIGNED ENTITIES. THROUGH ALL PROGRAM SERVICES OF THE ORCHESTRA THE TOTAL NUMBER OF ARTS PATRONS SERVED WAS 242,098.Desc
Total Program Service Expenses$31,745,184TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document184IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee539EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREGORY LEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5137443306PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11241 ELM STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452027531ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ADRIAN CUNNINGHAM
DIRECTOR0.50Yes (X)$0$0$0
AIK KHAI PUNG
DIRECTOR0.50Yes (X)$0$0$0
ALBERT SMITHERMAN
DIRECTOR0.50Yes (X)$0$0$0
ANDREA COSTA
DIRECTOR0.50Yes (X)$0$0$0
ANNE MULDER
DIRECTOR0.50Yes (X)$0$0$0
BLAIR FLEISCHMANN
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
DORIE AKERS
DIRECTOR0.50Yes (X)$0$0$0
DUCK WADSWORTH
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
EDNA KEOWN
DIRECTOR0.50Yes (X)$0$0$0
EVIN BLOMBERG
DIRECTOR & VIOLIN40.00Yes (X)$123,165$0$15,904
FLORENCE KOETTERS
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
FRANCIE HILTZ
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
GABE DAVIS
DIRECTOR0.50Yes (X)$0$0$0
HEATHER APPLE
DIRECTOR0.50Yes (X)$0$0$0
JACK ROUSE
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
JAMES MINUTOLO
DIRECTOR0.50Yes (X)$0$0$0
JOE HIRSCHHORN
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
JOHN LANNI
DIRECTOR0.50Yes (X)$0$0$0
KARI ULLMAN
DIRECTOR0.50Yes (X)$0$0$0
KATE BROWN
DIRECTOR0.50Yes (X)$0$0$0
KORI HILL
DIRECTOR0.50Yes (X)$0$0$0
LAURA MITCHELL
DIRECTOR0.50Yes (X)$0$0$0
LISA KELLY
DIRECTOR0.50Yes (X)$0$0$0
MARIA ESPINOLA
DIRECTOR0.50Yes (X)$0$0$0
MELANIE HEALEY
DIRECTOR0.50Yes (X)$0$0$0
MICHAEL BERGAN
DIRECTOR0.50Yes (X)$0$0$0
OTTO BUDIG
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
PATRICK SCHLEKER
DIRECTOR & PRINCIPAL TIMPA40.00Yes (X)$177,580$0$29,535
RALPH BROWN
DIRECTOR0.50Yes (X)$0$0$0
RICK REYNOLDS
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
ROB MCDONALD
DIRECTOR0.50Yes (X)$0$0$0
SHANNON LAWSON
DIRECTOR0.50Yes (X)$0$0$0
SPENCER LILES
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
STEPHANIE SMITH
DIRECTOR0.50Yes (X)$0$0$0
TRISH BRYAN
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
VALARIE SHEPPARD
DIRECTOR0.50Yes (X)$0$0$0
WILL LINDNER
DIRECTOR0.50Yes (X)$0$0$0
DIANNE ROSENBERG
IMMEDIATE PAST CHAIR0.50Yes (X)$0$0$01.00
CHARLA WEISS
CHAIR0.50Yes (X)$0$0$01.00Yes (X)
SUE MCPARTLIN
TREASURER0.50Yes (X)$0$0$01.00Yes (X)
GERRON MCKNIGHT
SECRETARY0.50Yes (X)$0$0$0Yes (X)
JONATHAN MARTIN
PRESIDENT & CEO40.00$534,269$74,375$33,6795.00Yes (X)
RICHARD FRESHWATER
VICE PRESIDENT & CFO30.00$273,355$75,841$36,35115.00Yes (X)
ROBERT MCGRATH
CHIEF OPERATING OFFICER40.00$359,078$0$34,448Yes (X)
MARY MCFADDEN LAWSON
CHIEF PHILANTHROPY OFFICER40.00$266,462$0$33,026Yes (X)
HAROLD BROWN
CHIEF DIVERSITY & INCLUSIO40.00$239,437$0$31,945Yes (X)
STEFANI MATSUO
CONCERTMASTER, VIOLIN40.00$324,305$0$9,064Yes (X)
DWIGHT PARRY
PRINCIPAL OBOE40.00$231,198$0$15,904Yes (X)
JOHN RUSSELL
POPS CONDUCTOR40.00$217,923$0$39,802Yes (X)
ELIZABETH FREIMUTH
PRINCIPAL FRENCH HORN40.00$217,788$0$29,536Yes (X)
CHRISTOPHER PELL
PRINCIPAL CLARINET40.00$217,132$0$15,904Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,181,692TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$150,216TotReportableCompRltdOrgAmt
Total Other Compensation$325,098TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K109IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAPACITY INTERACTIVE CONSULTING LLC
PO BOX 83447WOBURNMA01813MARKETING & WEB SERVICES$656,726
CRISTI MACELARU
1241 ELM STCINCINNATIOH45202MUSIC DIRECTOR$577,750
COMMUNITY COUNSELING SERVICES CO LLC
527 MADISON AVENEW YORKNY10022FUNDRAISING CAMPAIGN CONSULTING$532,308
JRH CONSULTANTS
8843 GREENBELT RD 288GREENBELTMD20770INFORMATION TECHNOLOGY$490,415
ADAGE TECHNOLOGIES INC
10 S RIVERSIDE PLAZA STE 1500CHICAGOIL60606WEBSITE DEVELOPMENT$258,209
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Related Organizations$5,978,260RelatedOrganizationsAmt
Government Grants$776,339GovernmentGrantsAmt
All Other Contributions$87,587,826AllOtherContributionsAmt
Noncash Contributions$602,678NoncashContributionsAmt
Total Contributions$94,342,425TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONCERTS AND OTHER ORCHESTRA INCO711130$10,373,176$10,373,176
SERVICE FEES711130$719,093$719,093
STUDENT PROGRAM711130$80,650$80,650
FieldValueIRS element (for citing)
Total Program Service Revenue$11,172,919TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,160,944TotalRevenueColumnAmt
Unrelated Business Revenue$13,252UnrelatedBusinessRevenueAmt
Exclusion$7,147,692ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,476TotalRevenueColumnAmt
Exclusion$28,476ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$63,789,482SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$60,701,325SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,088,157SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,088,157TotalRevenueColumnAmt
Exclusion$3,088,157ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$7,103GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,103TotalRevenueColumnAmt
Related Or Exempt Func Income$7,103RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$39,795TotalRevenueColumnAmt
Related Or Exempt Func Income$39,795RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$39,795OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$115,839,819TotalRevenueColumnAmt
Related Or Exempt Func Income$11,219,817RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$13,252UnrelatedBusinessRevenueAmt
Exclusion$10,264,325ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,827,050TotalAmt
Program Services$1,524,518ProgramServicesAmt
Management And General$201,300ManagementAndGeneralAmt
Fundraising$101,232FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$19,929,157TotalAmt
Program Services$16,607,800ProgramServicesAmt
Management And General$2,221,925ManagementAndGeneralAmt
Fundraising$1,099,432FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,106,826TotalAmt
Program Services$936,416ProgramServicesAmt
Management And General$106,206ManagementAndGeneralAmt
Fundraising$64,204FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,559,228TotalAmt
Program Services$2,165,199ProgramServicesAmt
Management And General$245,572ManagementAndGeneralAmt
Fundraising$148,457FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,516,788TotalAmt
Program Services$1,295,296ProgramServicesAmt
Management And General$136,908ManagementAndGeneralAmt
Fundraising$84,584FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$30,179TotalAmt
Management And General$30,179ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$79,512TotalAmt
Management And General$79,512ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$631,583TotalAmt
Fundraising$631,583FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$465,995TotalAmt
Management And General$465,995ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,334,477TotalAmt
Program Services$3,461,807ProgramServicesAmt
Management And General$870,153ManagementAndGeneralAmt
Fundraising$2,517FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,632,885TotalAmt
Program Services$1,582,632ProgramServicesAmt
Management And General$4,805ManagementAndGeneralAmt
Fundraising$45,448FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$500,638TotalAmt
Program Services$321,744ProgramServicesAmt
Management And General$157,934ManagementAndGeneralAmt
Fundraising$20,960FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,371,974TotalAmt
Program Services$1,021,561ProgramServicesAmt
Management And General$339,656ManagementAndGeneralAmt
Fundraising$10,757FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$89,643TotalAmt
Program Services$70,325ProgramServicesAmt
Management And General$15,498ManagementAndGeneralAmt
Fundraising$3,820FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$360,703TotalAmt
Program Services$147,412ProgramServicesAmt
Management And General$181,073ManagementAndGeneralAmt
Fundraising$32,218FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,404,187TotalAmt
Program Services$289,855ProgramServicesAmt
Management And General$2,112,177ManagementAndGeneralAmt
Fundraising$2,155FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$154,851TotalAmt
Program Services$69,330ProgramServicesAmt
Management And General$85,521ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PERFORMANCE COSTS$1,930,366$1,930,366
AUDIENCE/DONOR ENGAGEME$311,592$26,754$21,027$263,811
BANK AND CREDIT CARD FE$246,364$89,184$149,854$7,326
REPAIRS AND MAINTENANCE$234,816$62,511$172,305

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$242,691TotalAmt
Program Services$142,474ProgramServicesAmt
Management And General$87,551ManagementAndGeneralAmt
Fundraising$12,666FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$41,961,505TotalAmt
Program Services$31,745,184ProgramServicesAmt
Management And General$7,685,151ManagementAndGeneralAmt
Fundraising$2,531,170FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$487,049BOYAmt
EOY$709,469EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$32,339,829BOYAmt
EOY$33,995,574EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,130,154BOYAmt
EOY$59,245,027EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$740,929BOYAmt
EOY$537,713EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,345,290BOYAmt
EOY$1,557,863EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$88,181,243LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$28,305,500LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$53,637,430BOYAmt
EOY$59,875,743EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$273,726,022BOYAmt
EOY$318,329,393EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,719,936BOYAmt
EOY$4,795,717EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$627,664BOYAmt
EOY$655,584EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$377,754,303BOYAmt
EOY$479,702,083EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,047,924BOYAmt
EOY$5,075,186EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,999,714BOYAmt
EOY$4,294,409EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,784,790BOYAmt
EOY$18,833,463EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,832,428BOYAmt
EOY$28,203,058EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$143,393,067BOYAmt
EOY$155,936,782EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$216,528,808BOYAmt
EOY$295,562,243EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$359,921,875BOYAmt
EOY$451,499,025EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$377,754,303BOYAmt
EOY$479,702,083EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$73,878,314ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$14,747,915NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,950,921OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,621,257CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,790,515CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,436,312CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,645,249CurrentTaxYearMinus1YearAmt
Current Tax Year$94,342,425CurrentTaxYearAmt
Total$219,835,758TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,621,257CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,790,515CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,436,312CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,645,249CurrentTaxYearMinus1YearAmt
Current Tax Year$94,342,425CurrentTaxYearAmt
Total$219,835,758TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$45,268,448SubstantialContributorsTotAmt
Public Support Total170$174,567,310PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,513,998CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,787,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,003,486CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,588,017CurrentTaxYearMinus1YearAmt
Current Tax Year$7,189,420CurrentTaxYearAmt
Total$27,082,467TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,690CurrentTaxYearMinus3YearsAmt
Total$2,690TotalAmt
FieldValueIRS element (for citing)
Total Support$246,920,915TotalSupportAmt
Gross Receipts Rltd Activities$44,352,790GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70700PublicSupportCY170Pct
Public Support PY1700.59510PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$270,144,862BeginningYearBalanceAmt
Contributions$2,654,896ContributionsAmt
Investment Earnings Or Losses$24,058,254InvestmentEarningsOrLossesAmt
Other Expenditures$6,296,506OtherExpendituresAmt
End Year Balance$290,561,506EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$236,136,715BeginningYearBalanceAmt
Contributions$3,357,262ContributionsAmt
Investment Earnings Or Losses$39,100,250InvestmentEarningsOrLossesAmt
Other Expenditures$8,449,365OtherExpendituresAmt
End Year Balance$270,144,862EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$224,568,209BeginningYearBalanceAmt
Contributions$841,338ContributionsAmt
Investment Earnings Or Losses$16,822,510InvestmentEarningsOrLossesAmt
Other Expenditures$6,095,342OtherExpendituresAmt
End Year Balance$236,136,715EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$262,206,440BeginningYearBalanceAmt
Contributions$4,857,444ContributionsAmt
Investment Earnings Or Losses-$37,256,610InvestmentEarningsOrLossesAmt
Other Expenditures$5,239,065OtherExpendituresAmt
End Year Balance$224,568,209EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$212,390,212BeginningYearBalanceAmt
Contributions$4,121,112ContributionsAmt
Investment Earnings Or Losses$50,694,016InvestmentEarningsOrLossesAmt
Other Expenditures$4,998,900OtherExpendituresAmt
End Year Balance$262,206,440EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.26426BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54853PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.18721TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,096,754OtherCostOrOtherBasisAmt
Book Value$9,096,754BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,378,974OtherCostOrOtherBasisAmt
Depreciation$21,158,703DepreciationAmt
Book Value$44,220,271BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,531,747OtherCostOrOtherBasisAmt
Depreciation$2,405,435DepreciationAmt
Book Value$1,126,312BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,819,188OtherCostOrOtherBasisAmt
Depreciation$4,105,270DepreciationAmt
Book Value$1,713,918BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,354,580OtherCostOrOtherBasisAmt
Depreciation$636,092DepreciationAmt
Book Value$3,718,488BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$59,875,743TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
OTHER$220,682
CHARITABLE GIFT ANNUITY LIABILITY$698,209
INTERCOMPANY$17,258,988
LEASE LIABILITY$655,584
FieldValueIRS element (for citing)
Total Liability$18,833,463TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO PROVIDE INCOME TO OPERATIONS.
PART X, LINE 2:CSO AND MEMI ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF OHIO LAW. HOWEVER, CSO AND MEMI ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. CSO AND MEMI ARE NOT AWARE OF ANY MATERIAL ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. RIVERBANK, RIVERBEND, TREH LLC AND EVT ARE DISREGARDED ENTITIES WHOSE OPERATIONAL RESULTS ARE INCLUDED IN THEIR PARENT ENTITY. CSO AND MEMI'S IRS FORMS 990 ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. CSO AND MEMI BELIEVES THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, THEREFORE, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
BENNETT DIRECT
324 E WISCONSIN AVE STE 1220MILWAUKEEWI53202TELEFUNDING0$129,023$99,275$29,748
COMMUNITY COUNSELING SERVICES CO LLC
527 MADISON AVE 5TH FLOORNEW YORKNY10022FUNDRAISING CAMPAIGN CONSULTING0$0$532,308-$532,308
FieldValueIRS element (for citing)
Total Gross Receipts$129,023TotalGrossReceiptsAmt
Total Retained By Contractors$631,583TotalRetainedByContractorsAmt
Total Net To Organization-$502,560TotalNetToOrganizationAmt
Licensed StatesOHLicensedStatesCd
Licensed StatesKYLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE G, PART I, LINE 2B, COLUMN (V)THE ORGANIZATION CONTRACTED WITH A TELEFUNDING COMPANY TO SOLICIT CONTRIBUTIONS.
PART 1, LINE 2BCOMMUNITY COUNSELING SERVICES DOES NOT DIRECTLY FUNDRAISE BUT INSTEAD PROVIDES POTENTIAL FUNDRAISING SOURCES, FUNDRAISING STRATEGIES, AND OTHER ASSISTANCE. THEREFORE, THERE ARE NO GROSS RECEIPTS FROM THIS ACTIVITY

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JONATHAN MARTIN
PRESIDENT & CEO$386,751$74,375$147,518$0$0$0$20,073$3,860$8,174$1,572$562,516$79,807$0$0
ROBERT MCGRATH
CHIEF OPERATING OFFICER$284,078$0$75,000$0$0$0$14,093$0$20,355$0$393,526$0$0$0
RICHARD FRESHWATER
VICE PRESIDENT & CFO$198,355$70,841$75,000$5,000$0$0$15,423$5,508$11,362$4,058$300,140$85,407$0$0
STEFANI MATSUO
CONCERTMASTER, VIOLIN$324,305$0$0$0$0$0$9,064$0$0$0$333,369$0$0$0
MARY MCFADDEN LAWSON
CHIEF PHILANTHROPY OFFICER$211,462$0$55,000$0$0$0$10,659$0$22,367$0$299,488$0$0$0
HAROLD BROWN
CHIEF DIVERSITY & INCLUSIO$191,937$0$47,500$0$0$0$9,578$0$22,367$0$271,382$0$0$0
JOHN RUSSELL
POPS CONDUCTOR$217,923$0$0$0$0$0$17,434$0$22,368$0$257,725$0$0$0
ELIZABETH FREIMUTH
PRINCIPAL FRENCH HORN$217,788$0$0$0$0$0$9,064$0$20,472$0$247,324$0$0$0
DWIGHT PARRY
PRINCIPAL OBOE$231,198$0$0$0$0$0$9,064$0$6,840$0$247,102$0$0$0
CHRISTOPHER PELL
PRINCIPAL CLARINET$217,132$0$0$0$0$0$9,064$0$6,840$0$233,036$0$0$0
PATRICK SCHLEKER
DIRECTOR & PRINCIPAL TIMPA$177,580$0$0$0$0$0$9,064$0$20,471$0$207,115$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationBONUS COMPENSATION PAYMENTS PAID TO EXECUTIVE PERSONNEL WERE DISCRETIONARY AND NOT SPECIFIED BY CONTRACT.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution23ContributionCnt
Noncash Contributions Rpt F990$602,678NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK EXCHANGE VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE CFO PREPARES SUPPORTING SCHEDULES USED FOR 990 PREPARATION. THE CFO PERFORMS THE INITIAL REVIEW WITH THE CPA/AUDITOR. THE EXECUTIVE COMMITTEE AND AUDIT COMMITTEE REVIEWS THE 990 PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS MAY SERVE TWO CONSECUTIVE THREE YEAR TERMS. THE CONFLICT OF INTEREST POLICY IS COMPLETED ANNUALLY BY ALL BOARD MEMBERS. IN ADDITION TO THE SIGNING OF THE POLICY, POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AT MEETINGS OF THE BOARD AND ANY INDIVIDUAL WITH A CONFLICT OF INTEREST MUST DISCLOSE AND EXCUSE THEMSELVES FROM ANY VOTE INVOLVING THE MATTER IN QUESTION. IF AT ANY TIME AN INTERESTED PERSON DISCLOSES OR IS DISCOVERED TO HAVE A POTENTIAL OR ACTUAL CONFLICT, THE MATTER IS HANDLED IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15WITHIN THE EXECUTIVE COMMITTEE, THERE IS A COMPENSATION COMMITTEE THAT DETERMINES AND APPROVES COMPENSATION FOR THE PRESIDENT AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMMITTEE UTILIZES 990S FROM LOCAL ARTS GROUPS AND COMPENSATION SURVEY DATA THAT FEATURES COMPILED DATA WITH INDUSTRY STANDARDS PERTINENT TO NON-PROFITS AND FINE ART GROUPS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW.
FORM 990, PART VI, LINE 1A:THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTS OF NOT LESS THAN SEVEN DIRECTORS, WHICH SHALL HAVE ALL OF THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS EXCEPT THE POWER TO FILL VACANCIES OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIR OF THE BOARD, THE VICE CHAIRS, THE TREASURER, THE SECRETARY, THE IMMEDIATE PAST CHAIR, AND THE CHAIR OF THE BENEFACTORS COUNCIL.
FORM 990, PART IX, LINE 11GARTIST FEES AND EXPENSES: PROGRAM SERVICE EXPENSES 3,124,389. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,124,389. OTHER: PROGRAM SERVICE EXPENSES 337,418. MANAGEMENT AND GENERAL EXPENSES 870,153. FUNDRAISING EXPENSES 2,517. TOTAL EXPENSES 1,210,088.
FORM 990, PART XI, LINE 9:NET CHANGE IN FUNDS HELD BY OTHERS FOR THE BENEFIT OF CSO 2,950,921.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
RIVERBANK REAL ESTATE HOLDING COMPANY LLC
1241 ELM STREETCINCINNATIOH45202843372181HOLDING COMPANY FOR ANDREW J. BRADY MUSIC CENTER ASSETSOH$17,714$25,569,172CINCINNATI SYMPHONY ORCHESTRA
RIVERBEND REAL ESTATE HOLDING COMPANY LLC
1241 ELM STREETCINCINNATIOH45202842404754HOLDING COMPANY FOR RIVERBEND MUSIC CENTER ASSETSOH$17,711$6,185,172CINCINNATI SYMPHONY ORCHESTRA
TAFT REAL ESTATE HOLDING COMPANY LLC
1241 ELM STREETCINCINNATIOH45202842998799HOLDING COMPANY FOR THE TAFT THEATRE LEASE AND ASSETSOH$18,500$1,180,918CINCINNATI SYMPHONY ORCHESTRA
RIVER VISION PROPERTIES LLC
1241 ELM STREETCINCINNATIOH45202934155244HOLDING COMPANY FOR RIVERVISION ASSETSOH$73,517$22,604,322CINCINNATI SYMPHONY ORCHESTRA

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MUSIC AND EVENT MANAGMENT INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11241 ELM STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452027531ZIPCd
FieldValueIRS element (for citing)
EIN311378179EIN
Primary ActivitiesMANAGEMENT SERVICES FOR MUSIC FESTIVALS AND OTHER COMMUNITY EVENTSPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509(A)(2)PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CINCINNATI SYMPHONY ORCHESTRABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MUSIC AND EVENT MANAGMENT INC
C$5,978,260CASH VALUE
MUSIC AND EVENT MANAGMENT INC
Q$2,706,527CASH VALUE

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