2024-05-13T07:43:21-05:00 2022-06-30 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990 2021-07-01 160765613 ROCHESTER PHILHARMONIC ORCHESTRA INC ROCH 5854547311 255 EAST AVENUE LL02 ROCHESTER NY 14604 CURTIS LONG PRESIDENT & CEO 5854547311 2024-05-10 1 CURTIS LONG 999009999 CHRISTOPHER JOHNSTON P00896198 5854278900 2024-05-10 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X CURTIS LONG 255 EAST AVENUE LL02 ROCHESTER NY 14604 11520447 0 X WWW.RPO.ORG X 1922 NY TO INSPIRE, ENGAGE AND ENRICH OUR COMMUNITY THROUGH MUSIC 34 31 249 215 0 0 7388249 8157298 297534 3121826 16268 219335 0 21988 7702051 11520447 0 58800 0 0 5552027 8236588 85144 63216 743646 1552223 3542652 7189394 11901256 512657 -380809 20757567 18122371 5480216 5295295 15277351 12827076 X TO INSPIRE, ENGAGE AND ENRICH OUR COMMUNITY THROUGH MUSIC 0 0 9792151 58800 3143814 SINCE ITS FOUNDING BY GEORGE EASTMAN IN 1922, THE ROCHESTER PHILHARMONIC ORCHESTRA (RPO) HAS BEEN COMMITTED TO ENRICHING AND INSPIRING OUR COMMUNITY THROUGH THE ART OF MUSIC. THE RPO WILL BE CELEBRATING 100 YEARS OF SERVING THE ROCHESTER COMMUNITY IN 2023. THE RPO IS DEDICATED TO MAINTAINING ITS HIGH STANDARD OF ARTISTIC EXCELLENCE, UNIQUE TRADITION OF MUSICAL VERSATILITY, AND DEEP COMMITMENT TO EDUCATION AND COMMUNITY ENGAGEMENT.TODAY, THE RPO PRESENTS UP TO 120 CONCERTS PER YEAR, SERVING NEARLY 170,000 PEOPLE THROUGH TICKETED EVENTS, EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES, AND CONCERTS IN SCHOOLS AND COMMUNITY CENTERS THROUGHOUT THE REGION. NEARLY ONE-THIRD OF ALL RPO PERFORMANCES ARE EDUCATIONAL OR COMMUNITY-RELATED. IN ADDITION, WXXI 91.5 FM REBROADCASTS APPROXIMATELY 30 RPO CONCERTS EACH YEAR, AND WE USE DIGITAL MEDIA, INCLUDING STREAMING TO BRING OUR PROGRAMS TO AUDIENCES REMOTELY. FOR MORE INFORMATION, VISIT RPO.ORG. 9792151 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 66 0 1 249 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 31 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 NY X THE ORGANIZATION 5854547311 255 EAST AVENUE LL02 ROCHESTER NY 14604 X CURTIS LONG PRESIDENT & CEO 38.00 2.00 X X 202422 0 13566 ERIK BEHR BOARD MEMBER & MUSICIAN 27.00 X 71941 0 0 DR STANLEY BYRD BOARD MEMBER 1.00 X 0 0 0 DIANA CLARKSON BOARD MEMBER 1.00 X 0 0 0 GEORGE DADDIS VICE CHAIR 1.00 X X 0 0 0 JIM ENGLERT BOARD MEMBER 1.00 X 0 0 0 CATHERINE FRANGENBERG BOARD MEMBER 1.00 X 0 0 0 PATRICK FULFORD BOARD MEMBER 1.00 X 0 0 0 EMERSON FULLWOOD BOARD MEMBER 1.00 X 0 0 0 JIM FULMER BOARD MEMBER 1.00 X 0 0 0 PAULETTE GISSENDANNER BOARD MEMBER 1.00 X 0 0 0 ALLY HIRANANDANI BOARD MEMBER 1.00 X 0 0 0 DR RALPH JOZEFOWICZ BOARD MEMBER 1.00 X 0 0 0 KAREN KESSLER SECRETARY 1.00 X X 0 0 0 LARS KIRVAN BOARD MEMBER & MUSICIAN 27.00 X 55881 0 0 ZUZA KWON BOARD MEMBER 1.00 X 0 0 0 ROSS LANZAFAME CHAIR 1.00 X X 0 0 0 KATHY LINDAHL BOARD MEMBER 1.00 X 0 0 0 DR DIANE LU BOARD MEMBER 1.00 X 0 0 0 JACK MCGOWAN BOARD MEMBER 1.00 X 0 0 0 MIKE MILLARD BOARD MEMBER 1.00 X 0 0 0 VICTOR POLESHUCK BOARD MEMBER 1.00 X 0 0 0 BETSY RICE BOARD MEMBER 1.00 X 0 0 0 JAMAL ROSSI BOARD MEMBER 1.00 X 0 0 0 RON SALLUZZO BOARD MEMBER 1.00 X 0 0 0 DR EVA SAUER BOARD MEMBER 1.00 X 0 0 0 KATHY SCHUMACHER BOARD MEMBER 1.00 X 0 0 0 DR GEORGE SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 DR SID SOBEL BOARD MEMBER 1.00 X 0 0 0 RICH STEIN BOARD MEMBER 1.00 X 0 0 0 JASON THOMAS BOARD MEMBER 1.00 X 0 0 0 DR JIM WATTERS BOARD MEMBER 1.00 X 0 0 0 BOB WOODHOUSE TREASURER 1.00 X X 0 0 0 CINDY YANCEY VICE CHAIR 1.00 X X 0 0 0 RON STEINMILLER CFO 40.00 X 106315 0 0 JEFF TYZIK POPS CONDUCTOR 40.00 X 139292 0 9520 575851 0 23086 3 0 1 0 ANDREAS DELFS 68 SOUTH ST TRUMANSBURG NY 14886 CONDUCTOR 193800 FORWARD HEALTHCARE CONSULTANTS 11357 COSTWORD SPRING FARM LANE ELLICOTT CITY MD 21042 COVID TESTING CONSULTANTS 133190 GREENBERG ARTIST LLC 26 BENDER WAY POUND RIDGE NY 10576 GUEST ARTIST, MUSIC & PROGRAMMING 104500 3 539787 3320049 4297462 233507 8157298 TICKET SALES & CONCERT FEES 711190 3013576 3013576 ROCHESTER PHILHARMONIC YOUTH ORCH 711190 108250 108250 3121826 219335 219335 OTHER INCOME 711190 21988 21988 21988 11520447 3143814 0 219335 X 58800 58800 486729 155701 331028 6020253 5262758 330904 426591 115833 69979 45854 1613773 1342919 164686 106168 4845 4845 36462 36462 63216 63216 1405016 1176663 164583 63770 669906 649741 20165 85373 70126 8380 6867 529629 493016 36613 124712 63824 19295 41593 25629 25629 36567 36567 45472 8670 36802 OTHER EXPENSES 303346 266278 35987 1081 MAINTENANCE 163130 75306 87824 CREDIT CARD FEES 106784 95164 11620 PERMITS 3206 3206 2575 2575 11901256 9792151 1365459 743646 523659 277655 13140 18144 3237312 2489533 251727 223151 149865 394112 1215069 1016379 117210 198690 2872539 2697113 13592115 11823973 20757567 18122371 1297689 1458903 3213757 2101190 236770 1735202 500000 232000 0 5480216 5295295 X -4511050 -5076345 19788401 17903421 15277351 12827076 20757567 18122371 X -380809 -301324 -1768142 X X 0 1 X 1 1 0 X 5594963 5235342 8667254 8340794 8157298 35995651 4665608 4173158 3135284 296978 3121826 15392854 10260571 9408500 11802538 8637772 11279124 51388505 0 0 0 51388505 95776 43560 16268 219335 374939 95776 43560 16268 219335 374939 55770 52621 25824 21987 156202 10412117 9504681 11828362 8654040 11520446 51919646 0.98980 0.98970 0.00720 0.00500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2872539 54284 -82007 147703 2697113 1377889 2958314 289879 1753543 2872539 850295 526217 47977 46600 1377889 2148675 13428 -71034 1240774 850295 2243521 12500 93776 201122 2148675 1.00000 0 0 787687 632160 155527 427382 384219 43163 198690 INTEREST IN NET ASSETS OF RPO FUND, INC. 11823973 11823973 X 9450981 -301324 -1768142 -2069466 11520447 0 11520447 11901256 0 11901256 0 11901256 PART V, LINE 4: THE ENDOWMENT FUND CONTAINS FUNDS RESTRICTED BY DONORS FOR SPECIFIC PURPOSES OR FOR USE IN ACCORDANCE WITH THE ORCHESTRA'S APPROVED SPENDING POLICY. PART X, LINE 2: IN ACCORDANCE WITH ACCOUNTING GUIDANCE, THE ORCHESTRA RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE ORCHESTRA IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE ORCHESTRA'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF THE RPO FUND, INC. -1,768,142. X X X X X X 1 BENNETT DIRECT 324 EAST WISCONSIN AVENUE SUITE 12 MILWAUKEE WI 53202 FUNDRAISING 0 181260 63216 118044 181260 63216 118044 1 UKRAINIAN CULTURAL CENTER OF ROCHESTER INC 1040 JACKSON RD WEBSTER NY 14580 160909666 501(C)(3) 58800 0 CASH TO SUPPORT EFFORTS TO PROVIDE ASSISTANCE TO UKRAINE 1 0 PART I, LINE 2: THE PROCEDURE IS PROPER RECORDING OF EXPENSES THROUGH THE LEDGER AND, AS REQUIRED BY VARIOUS GRANTS, REPORTING TO THE GRANTOR. THE PROCESS IS OVERSEEN BY THE DEVELOPMENT DEPARTMENT, DIRECTOR OF INSTITUTIONAL PARTNERSHIPS, BRYCE DAVIS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 CURTIS LONG PRESIDENT & CEO 202422 0 0 0 0 0 0 0 13566 0 215988 0 0 0 JEFF TYZIK HIGHEST COMPENSATED EMPLOYEE 104500 THE OWNER OF GREENBERG ARTIST LLC IS THE DAUGHTER OF JEFF TYZIK. THE ORGANIZATION CONTRACTS WITH GREEBERG ARTIST LLC FOR PROFESSIONAL SERVICES RELATED TO CONCERT GUEST ARTIST, MUSIC AND PROGRAMMING. 0 X 18 240659 STOCK MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE BOARD OF DIRECTORS REVIEWED THE 990. A PUBLIC DISCLOSURE COPY WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND CONSIDERATION. THE PUBLIC DISCLOSURE COPY EXCLUDES DONOR NAMES AND ADDRESSES AS SOME OF THE ORCHESTRA'S DONORS WISH TO REMAIN ANONYMOUS, AND THE ORCHESTRA IS RESPECTING THEIR WISHES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS ARE DISCLOSED AND REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS DATA OF PRESIDENT & CEO COMPENSATION FOR OTHER SIMILAR ORGANIZATIONS AND USES THIS BENCHMARKING INFORMATION TO DETERMINE A COMPENSATION PACKAGE. ONCE THE BOARD HAS PUT TOGETHER A COMPENSATION PACKAGE, BOARD APPROVAL IS THEN OBTAINED. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE UPON REQUEST AT 255 EAST AVENUE, ROCHESTER, NEW YORK 14604. FORM 990, PART VII, SECTION A, LINE 1A: THERE ARE TWO MUSICIANS THAT SERVE ON THE ORCHESTRA'S BOARD. THEIR COMPENSATION IS RELATED TO THEIR ROLE AS MUSICIANS IN THE ORCHESTRA AND DOES NOT RELATE TO THEIR CAPACITY AS BOARD MEMBERS. FORM 990, PART IX, LINE 11G GUEST ARTISTS & CONDUCTORS: PROGRAM SERVICE EXPENSES 801,349. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 801,349. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 375,314. MANAGEMENT AND GENERAL EXPENSES 164,583. FUNDRAISING EXPENSES 63,770. TOTAL EXPENSES 603,667. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF THE RPO FUND, INC. -1,768,142. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XII, LINE 3B: AS A RESULT OF A FEDERAL AWARD, THE ORGANIZATION WAS REQUIRED TO UNDERGO AN AUDIT AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. AT THE TIME THE AMENDED FORM 990 WAS FILED, THE SINGLE AUDIT FOR THE FISCAL YEAR ENDED JUNE 30, 3022 WAS IN PROCESS BUT NOT YET COMPLETED. EXPLANATION FOR AMENDED FORM 990: THE 2021 FORM 990 WAS AMENDED DUE TO THE AUDITED FINANCIAL STATEMENTS NOT BEING ISSUED AT THE TIME THE ORIGINAL FORM WAS FILED. THE FOLLOWING PARTS AND SCHEDULES OF THE FORM 990 WERE AMENDED: FORM 990, PAGE 1: ITEM G - DECREASE OF $856,030 LINE 8 - DECREASE OF $63,987 LINE 10 - INCREASE OF $180,624 LINE 15 - INCREASE OF $476,437 LINE 17 - DECREASE OF $477,249 LINE 19 - INCREASE OF $117,450 LINE 20 - DECREASE OF $116,636 LINE 21 - DECREASE OF $814 LINE 22 - INCREASE OF $117,450 FORM 990, PAGE 2, PART III, LINE 4A - PROGRAM SERVICE EXPENSES INCREASED BY $1,508,767 FORM 990, PAGE 7, PART VII, COMPENSATION OF OFFICERS & DIRECTORS: UPDATED FORM 990, PAGE 9, PART VIII, STATEMENT OF REVENUE: LINE 1F - DECREASE OF $63,987 LINE 7D - INCREASE OF $180,624 LINE 12, COLUMN (A) - INCREASE OF $116,638 FORM 990, PAGE 10, PART IX, STATEMENT OF FUNCTIONAL EXPENSES: DUE TO A REALLOCATION OF CERTAIN EXPENSES, SEVERAL AMOUNTS BETWEEN LINES 1 TO 24 CHANGED. LINE 25, COLUMN (A) - DECREASE OF $812 LINE 25, COLUMN (B) - INCREASE OF $1,508,767 LINE 25, COLUMN (C) - DECREASE OF $1,499,059 LINE 25, COLUMN (D) - DECREASE OF $10,520 FORM 990, PAGE 11, PART X, BALANCE SHEET: LINE 3 - DECREASE OF $63,988 LINE 11 - INCREASE OF $180,623 LINE 15 - INCREASE OF $1 LINE 17 - DECREASE OF $2 LINE 23 - DECREASE OF $812 LINE 27 - INCREASE OF $181,347 LINE 28 - DECREASE OF $63,987 FORM 990, PAGE 12, PART XI, RECONCILIATION OF NET ASSETS: LINE 1 - INCREASE OF $116,638 LINE 2 - DECREASE OF $812 LINE 3 - INCREASE OF $117,450 LINE 10 - INCREASE OF $117,450 SCHEDULE A, PAGE 3, PART III, LINE 1 - DECREASE OF $138,987 SCHEDULE D, PAGE 2, PART V: LINE 1B - DECREASE OF $1 LINE 1C - INCREASE OF $180,624 LINE 1G - INCREASE OF $180,623 SCHEDULE D, PAGE 4, PART XI: LINE 1 - DECREASE OF $1,651,504 LINE 2D - DECREASE OF $1,768,142 SCHEDULE D, PAGE 4, PART XII, LINE 1 - DECREASE OF $812 ROCHESTER PHILHARMONIC ORCHESTRA FUND INC 255 EAST AVENUE ROCHESTER NY 14604 222142389 SUPPORT OF RPO, INC. NY 501(C)(3) LINE 12D, III-O N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0