2023-05-11T14:09:46-05:00 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 2023-05-11 1 CURTIS LONG 999009999 CHRISTOPHER JOHNSTON P00896198 5854278900 2023-05-11 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z CURTIS LONG 255 EAST AVENUE LL02 ROCHESTER NY 14604 12376477 0 X WWW.RPO.ORG X 1922 NY TO INSPIRE, ENGAGE AND ENRICH OUR COMMUNITY THROUGH MUSIC 34 31 249 215 0 0 7388249 8221285 297534 3121826 16268 38711 0 21987 7702051 11403809 0 58800 0 0 5552027 7760151 85144 63216 754166 1552223 4019901 7189394 11902068 512657 -498259 20757567 18005735 5480216 5296109 15277351 12709626 X TO INSPIRE, ENGAGE AND ENRICH OUR COMMUNITY THROUGH MUSIC 0 0 8283384 58800 3143813 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. 8283384 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 204639 0 296 ERIK BEHR BOARD MEMBER & MUSICIAN 27.00 X 71947 0 720 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 ZUSA 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 105309 0 12490 JEFF TYZIK POPS CONDUCTOR 40.00 X 137353 0 21307 KATE KAMMEYER SR VP & GEN'L MGR (UNTIL 12/17/21) 40.00 X 101774 0 0 676903 0 34813 4 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 4361449 233507 8221285 TICKET SALES & CONCERT FEES 711190 3013576 3013576 ROCHESTER PHILHARMONIC YOUTH ORCH 711190 108250 108250 3121826 219335 219335 792044 972668 -180624 -180624 -180624 OTHER INCOME 711190 21987 21987 21987 11403809 3143813 0 38711 X 58800 58800 486729 155701 331028 5672656 4030280 1220662 421714 106777 67707 29038 10032 767987 542923 167274 57790 726002 506122 171774 48106 4845 4845 36462 36462 63216 63216 1768685 1369132 335925 63628 676630 633518 22947 20165 142068 75507 59828 6733 133294 133294 563751 489127 74624 153111 39177 72396 41538 5626 310 5261 55 25629 25629 36567 20424 10615 5528 45472 8670 36802 MISCELLANEOUS 272790 240870 30564 1356 CREDIT CARD FEES 106783 95053 11730 OTHER EXPENSES 45116 45116 BAD DEBT/UNCOLLECTIBLE 3072 497 2575 11902068 8283384 2864518 754166 523659 277655 13140 18144 3237312 2553521 251727 223151 149865 394112 1215069 1016379 117210 198690 2872539 2516490 13592115 11823972 20757567 18005735 1297689 1458905 3213757 2101190 236770 1736014 500000 232000 0 5480216 5296109 X -4511050 -5257782 19788401 17967408 15277351 12709626 20757567 18005735 X -498259 -301324 -1768142 X X 0 1 X 1 0 X 5594963 5235342 8667254 8340794 8296285 36134638 4665608 4173158 3135284 296978 3121826 15392854 10260571 9408500 11802538 8637772 11418111 51527492 0 0 0 51527492 95776 43560 16268 219335 374939 95776 43560 16268 219335 374939 55770 52621 25824 21988 156203 10412117 9504681 11828362 8654040 11659434 52058634 0.98980 0.98970 0.00720 0.00500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2872539 54285 -262631 147703 2516490 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. 11823972 11823972 X 11102485 -301324 -301324 11403809 0 11403809 11902068 0 11902068 0 11902068 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. 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 204639 0 0 0 0 0 0 0 296 0 204935 0 0 0 JEFF TYZIK POPS CONDUCTOR 137353 0 0 0 0 0 0 0 21307 0 158660 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 872,511. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 872,511. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 496,621. MANAGEMENT AND GENERAL EXPENSES 335,925. FUNDRAISING EXPENSES 63,628. TOTAL EXPENSES 896,174. 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. 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