2025-03-28T08:21:58-05:00 2023-06-30 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990 2022-07-01 160765613 ROCHESTER PHILHARMONIC ORCHESTRA INC ROCH 5854547311 255 EAST AVENUE LL02 ROCHESTER NY 14604 CURTIS LONG PRESIDENT & CEO 5854547311 2025-03-27 1 1 CHRISTOPHER JOHNSTON P00896198 5854278900 2025-03-27 2022 2025-03-06 01:10:19Z X CURTIS LONG 255 EAST AVENUE LL02 ROCHESTER NY 14604 16748296 0 X WWW.RPO.ORG X 1922 NY TO INSPIRE, ENGAGE AND ENRICH OUR COMMUNITY THROUGH MUSIC 33 30 316 160 0 0 8157298 11970239 3121826 3653410 219335 70354 21988 109515 11520447 15803518 58800 0 0 0 8236588 7882379 63216 82850 814747 3542652 4451955 11901256 12417184 -380809 3386334 18122371 23285206 5295295 6219358 12827076 17065848 X TO INSPIRE, ENGAGE AND ENRICH OUR COMMUNITY THROUGH MUSIC 0 0 9761536 3814064 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. 9761536 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 1 1 1 0 0 0 0 1 0 0 0 1 84 0 1 316 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 30 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 216920 0 14259 ERIK BEHR BOARD MEMBER & MUSICIAN 27.00 X 64502 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 48027 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 TREASURER 1.00 X X 0 0 0 DR JIM WATTERS BOARD MEMBER 1.00 X 0 0 0 CINDY YANCEY VICE CHAIR 1.00 X X 0 0 0 LAURIE HAELLEN BOARD MEMBER 1.00 X 0 0 0 DEBORAH ONSLOW BOARD MEMBER 1.00 X 0 0 0 TERRY HARTMAN CFO 40.00 X 112712 0 14259 JEFF TYZIK POPS CONDUCTOR 40.00 X 160701 0 10155 ROBERT DERMODY VP OF DEVELOPMENT 40.00 X 147340 0 14259 750202 0 52932 4 0 1 0 ANDREAS DELFS 68 SOUTH ST TRUMANSBURG NY 14886 CONDUCTOR 308000 GREENBERG ARTIST LLC 26 BENDER WAY POUND RIDGE NY 10576 GUEST ARTIST, MUSIC & PROGRAMMING 187535 MDASH MARGARET SPOTO 745 HARVARD ST ROCHESTER NY 14610 MARKETING 122287 MEDIA CONNECTION 10 CROSS RIDGE ROAD PITTSFORD NY 14534 MARKETING 109610 4 151825 564957 396135 10857322 168888 11970239 TICKET SALES & CONCERT FEES 711190 3551363 3551363 ROCHESTER PHILHARMONIC YOUTH ORCH 711190 102047 102047 3653410 129114 129114 834879 893639 -58760 -58760 -58760 0 151825 51139 -51139 -51139 OTHER INCOME 711190 160654 160654 160654 15803518 3814064 0 19215 X 470679 137923 289372 43384 5813253 5106307 341759 365187 756 756 1597691 1108364 489327 15002 15002 37190 37190 82850 82850 1734761 1633402 73710 27649 849889 812078 1451 36360 136517 35639 89905 10973 625005 583129 41876 189948 101449 51680 36819 164648 164648 33719 33719 41737 5533 36204 OTHER EXPENSES 203770 88597 93905 21268 PROVISION FOR UNCOLLECT 175971 175971 MAINTENANCE 138304 67489 70815 CREDIT CARD FEES 128513 104645 9582 14286 -23019 -23019 12417184 9761536 1840901 814747 277655 361186 18144 2370 2489533 7276915 223151 95678 394112 325105 1288129 1050098 198690 238031 2697113 2021702 11823973 12964219 18122371 23285206 1458903 1848728 2101190 1948664 1735202 2245000 0 176966 5295295 6219358 X -5076345 -6237161 17903421 23303009 12827076 17065848 18122371 23285206 X 3386334 163479 -274322 963281 X X 0 1 X 1 0 X 5235342 8667254 8340794 8157298 11970239 42370927 4173158 3135284 296978 3121826 3653410 14380656 9408500 11802538 8637772 11279124 15623649 56751583 0 0 0 56751583 43560 16268 219335 129114 408277 43560 16268 219335 129114 408277 52621 25824 21987 160654 261086 9504681 11828362 8654040 11520446 15913417 57420946 0.98830 0.98980 0.00710 0.00720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2422791 233791 634880 2021702 2872539 54284 -356329 147703 2422791 1377889 2958314 289879 1753543 2872539 850295 526217 47977 46600 1377889 2148675 13428 -71034 1240774 850295 1.00000 0 0 829547 657502 172045 458582 392596 65986 238031 INTEREST IN NET ASSETS OF RPO FUND, INC. 12787253 RIGHT-OF-USE ASSET - NET 176966 12964219 LEASE LIABILITY 176966 176966 X 16981417 163479 1014420 1177899 15803518 0 15803518 12468323 51139 51139 12417184 0 12417184 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. 963,281. DIRECT FUNDRAISING EXPENSES 51,139. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 51,139. X X X X X X X 1 BENNETT DIRECT 324 EAST WISCONSIN AVENUE SUITE 12 MILWAUKEE WI 53202 FUNDRAISING 0 232270 82850 149420 232270 82850 149420 BIRTHDAY BASH 151825 151825 7735 43404 151825 151825 7735 43404 51139 -51139 X 1 1 X X X 0 0 0 0 0 0 0 0 0 CURTIS LONG PRESIDENT & CEO 216920 0 0 0 0 0 0 0 14259 0 231179 0 0 0 JEFF TYZIK POPS CONDUCTOR 160701 0 0 0 0 0 0 0 10155 0 170856 0 0 0 ROBERT DERMODY VP OF DEVELOPMENT 147340 0 0 0 0 0 0 0 14259 0 161599 0 0 0 JEFF TYZIK HIGHEST COMPENSATED EMPLOYEE 187535 THE OWNER OF GREENBERG ARTIST LLC IS THE DAUGHTER OF JEFF TYZIK. THE ORGANIZATION CONTRACTS WITH GREENBERG ARTIST LLC FOR PROFESSIONAL SERVICES RELATED TO CONCERT GUEST ARTIST, MUSIC AND PROGRAMMING. 0 JULIANA ATHAYDE SPOUSE OF BOARD MEMBER 95116 PAID MUSICIAN FOR THE ORGANIZATION 0 X 7 168888 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 1,123,003. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,123,003. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 510,399. MANAGEMENT AND GENERAL EXPENSES 73,710. FUNDRAISING EXPENSES 27,649. TOTAL EXPENSES 611,758. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF THE RPO FUND, INC. 963,281. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 8: DURING THE YEAR ENDED JUNE 30, 2023, THE ORCHESTRA IDENTIFIED INVESTMENTS WERE INAPPROPRIATELY RECORDED AND INCLUDED IN INVESTMENT INCOME AND NET ASSETS WITH DONOR RESTRICTION IN THE PRIOR YEAR. AS A RESULT, INVESTMENTS ON THE STATEMENT OF FINANCIAL POSITION AND INVESTMENT INCOME, NET ON THE STATEMENT OF ACTIVITIES WERE DECREASED BY $274,322 AND RESTATED AS OF JUNE 30, 2022. FORM 990, ITEM B - AMENDED RETURN: THE 2022 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 - INCREASE OF $1,113,133 LINE 8 - INCREASE OF $69,689 LINE 9 - INCREASE OF $30,555 LINE 10 - DECREASE OF $41,004 LINE 11 - INCREASE OF $156,524 LINE 15 - INCREASE OF $149,352 LINE 16B - INCREASE OF $61,187 LINE 17 - INCREASE OF $491,842 LINE 19 - DECREASE OF $425,430 LINE 20 - DECREASE OF $33,421 LINE 21 - DECREASE OF $460,429 LINE 22 - INCREASE OF $427,008 FORM 990, PAGE 2, PART III, LINE 4A: PROGRAM SERVICE EXPENSES INCREASED BY $117,106 PROGRAM SERVICE REVENUE INCREASED BY $190,809 FORM 990, PART IV CHECKLIST OF REQUIRED SCHEDULES: LINES 11E, 12A & 28B - ANSWERED "YES" FORM 990, PAGE 9, PART VIII, STATEMENT OF REVENUE: LINE 1D - INCREASE OF $20,474 LINE 1E - INCREASE OF $66,635 LINE 1F - INCREASE OF $17,420 LINE 2A - INCREASE OF $18,085 LINE 2B - INCREASE OF $12,470 LINE 3 - INCREASE OF $17,756 LINE 7A - INCREASE OF $834,879 LINE 7B - INCREASE OF $893,639 LINE 7C - DECREASE OF $58,760 LINE 7D - DECREASE OF $58,760 LINE 8B - INCREASE OF $3,730 LINE 11A - INCREASE OF $160,254 LINE 12, COLUMN (A) - INCREASE OF $215,764 LINE 12, COLUMN (B) - INCREASE OF $190,809 LINE 12, COLUMN (D) - DECREASE OF $44,734 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) - INCREASE OF $641,194 LINE 25, COLUMN (B) - INCREASE OF $117,106 LINE 25, COLUMN (C) - INCREASE OF $462,901 LINE 25, COLUMN (D) - INCREASE OF $61,187 FORM 990, PAGE 11, PART X, BALANCE SHEET: LINE 1 - INCREASE OF $8,576 LINE 2 - DECREASE OF $53,851 LINE 3 - DECREASE OF $177,317 LINE 4 - DECREASE OF $433,298 LINE 9 - DECREASE OF $128,812 LINE 10A - INCREASE OF $3,000 LINE 10B - INCREASE OF $24,304 LINE 10C - DECREASE OF $21,304 LINE 11 - DECREASE OF $310,076 LINE 15 - INCREASE OF $1,082,661 LINE 17 - DECREASE OF $356,817 LINE 19 - DECREASE OF $280,578 LINE 27 - INCREASE OF $651,098 LINE 28 - DECREASE OF $224,090 FORM 990, PAGE 12, PART XI, RECONCILIATION OF NET ASSETS: LINE 1 - INCREASE OF $215,764 LINE 2 - INCREASE OF $641,194 LINE 3 - DECREASE OF $425,430 LINE 5 - INCREASE OF $163,479 LINE 8 - DECREASE OF $274,322 LINE 9 - INCREASE OF $963,281 LINE 10 - INCREASE OF $427,008 FORM 990, PART XII FINANCIAL STATEMENTS AND REPORTING: LINE 2B - ANSWERED "YES" ON A "SEPARATE BASIS" LINE 2C - ANSWERED "YES" SCHEDULE A, PAGE 3, PART III: LINE 1 - INCREASE OF $29,805 LINE 2 - INCREASE OF $30,555 LINE 10A - INCREASE OF $17,756 LINE 12 - INCREASE OF $160,254 LINE 15 - UPDATE PUBLIC SUPPORT PERCENTAGE TO 98.83% LINE 17 - UPDATE INVESTMENT INCOME PERCENTAGE TO .71% SCHEDULE B, PART I CONTRIBUTORS - UPDATE AMOUNTS REPORTED FOR: NATIONAL ENDOWMENT FOR THE ARTS NEW YORK STATE COUNCIL ON THE ARTS MS. NELLIE J. ROSENBURG SCHEDULE D, PART V, COLUMN (A): LINE 1A - DECREASE OF $274,322 LINE 1B - DECREASE OF $111,352 LINE 1E - INCREASE OF $158,193 LINE 1G - DECREASE OF $310,076 SCHEDULE D, PART VI LAND, BUILDINGS, AND EQUIPMENT: LINE 1B, COLUMN (B) - DECREASE OF $46,800 LINE 1D, COLUMN (B) - INCREASE OF $3,000 LINE ID, COLUMN (C) - INCREASE OF $27,167 LINE 1E, COLUMN (B) - INCREASE OF $46,800 LINE 1E, COLUMN (C) - DECREASE OF $2,863 TOTAL - DECREASE OF $21,304 SCHEDULE D, PARTS IX & X - UPDATED SCHEDULE D, PART XI RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN - COMPLETED SCHEDULE D, PART XII RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN - COMPLETED SCHEDULE G, PART II FUNDRAISING EVENTS, COLUMN (A): LINE 6 - INCREASE OF $3 LINE 9 - INCREASE OF $3,727 SCHEDULE L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS - ADDED JULIANA ATHAYDE 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