CINCINNATI MUSICAL FESTIVAL ASSOC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CINCINNATI MUSICAL FESTIVAL ASSOC (EIN 31-0584309)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-21
- IRS object ID
- 202341729349301264
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-21T14:49:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST 4TH STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310584309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINCINNATI MUSICAL FESTIVAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CINC | BusinessNameControlTxt |
| Phone | 5137443306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 ELM STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452027531 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD FRESHWATER | PersonNm |
| Person Title | VP AND CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5137443306 | PhoneNum |
| Signature | 2023-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | FRESHWATER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ESTHER DANIEL | PreparerPersonNm |
| PTIN | P01285343 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2023-06-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN MARTIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 ELM STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452027531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,767,749 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MAYFESTIVAL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1874 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | WE EXIST TO ENGAGE, ENERGIZE AND CONNECT OUR COMMUNITY WITH THE HIGHEST QUALITY PERFORMANCES OF GREAT CHORAL MUSIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 160 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,601,111 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,172,429 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $49,067 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $458,564 | CYProgramServiceRevenueAmt |
| PY Investment Income | $890,533 | PYInvestmentIncomeAmt |
| CY Investment Income | $896,081 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,271 | PYOtherRevenueAmt |
| CY Other Revenue | $39,186 | CYOtherRevenueAmt |
| PY Total Revenue | $2,570,982 | PYTotalRevenueAmt |
| CY Total Revenue | $2,566,260 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $522,789 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,074,483 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $177,216 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $436,977 | PYOtherExpensesAmt |
| CY Other Expenses | $1,837,186 | CYOtherExpensesAmt |
| PY Total Expenses | $959,766 | PYTotalExpensesAmt |
| CY Total Expenses | $2,911,669 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,611,216 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$345,409 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,925,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,152,970 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,673 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $223,513 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,835,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,929,457 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE EXIST TO ENGAGE, ENERGIZE AND CONNECT OUR COMMUNITY WITH THE HIGHEST QUALITY PERFORMANCES OF GREAT CHORAL MUSIC. OUR VISION IS TO BE THE MOST EXCITING FORCE IN THE CHORAL WORLD AND TO BE A LEADER AND CATALYST IN THE PRODUCTION, PRESENTATION AND PROMOTION OF CHORAL ACTIVITIES IN OUR REGION AND AROUND THE GLOBE. WE BELIEVE IN FOSTERING CHORAL MUSIC OF THE HIGHEST ARTISTIC STANDARDS; PRESERVING THE HISTORY, ENHANCING THE PRESENT AND EMBRACING THE FUTURE OF CHORAL MUSIC; CULTIVATING DIVERSE AUDIENCES, CHOIRS AND SINGERS WHO ARE PASSIONATE ABOUT CHORAL MUSIC; AND OPERATING IN A FINANCIALLY SOUND MANNER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,307,463 | ExpenseAmt |
| Revenue | $440,500 | RevenueAmt |
| Desc | THE MAY FESTIVAL PROVIDED FOUR CONCERTS WITH PAID ATTENDANCE OF 4,415 PATRONS. THE MAY FESTIVAL CHORUS ALSO SERVES AS THE OFFICIAL CHORUS OF THE CINCINNATI SYMPHONY AND POPS ORCHESTRA PERFORMING WITH THE ORCHESTRA FOR NUMEROUS CONCERTS THROUGHOUT CSO/POPS SEPTEMBER THROUGH MAY SEASON. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $46,907 | ExpenseAmt |
| Revenue | $18,152 | RevenueAmt |
| Desc | THE MAY FESTIVAL PROVIDED ONE BASILICA CONCERT WITH PAID ATTENDANCE OF 520 PATRONS. THE PERFORMANCE IS AN EVENING CHORAL CONCERT AT THE CATHEDRAL BASILICA OF THE ASSUMPTION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,354,370 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH FRESHWATER | PersonNm |
| Phone | 5137443306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 ELM STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452027531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTY HORAN | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL CURRAN | ||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANTHONY LAZERI | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY H STUCKY | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC K COMBS | ||||||
| IMMEDIATE PAST CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HELENE BENTLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BOYLES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER CANARIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM HENRY CALDWELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE M CHAVEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA F ERNST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA FELDMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY GIMPEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK HOLCOMB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID A HUELSMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ISAIAH HYMAN JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS KIRKPATRICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT K LOMAX | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RENE MCPHEDRAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA MISRACH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MANISHA PATEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN RAMBO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTHANN SAMMARCO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN STANISIC | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY WILLBRANDT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNINE WINKELMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHELBY WOOD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN MARTIN | ||||||
| PRESIDENT | 5.00 | Yes (X) | $32,744 | $0 | $2,001 | |
| ROBERT MCGRATH | ||||||
| COO | 5.00 | Yes (X) | $18,036 | $0 | $2,211 | |
| RICH FRESHWATER | ||||||
| VP & CFO | 7.50 | Yes (X) | $11,272 | $0 | $1,429 | |
| STEVEN SUNDERMAN | ||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $144,233 | $0 | $19,926 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $206,285 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,567 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT PORCO | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 ELM STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DIRECTOR OF CHORUSES | ServicesDesc |
| Compensation | $110,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $50,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,122,429 | AllOtherContributionsAmt |
| Noncash Contributions | $2,673 | NoncashContributionsAmt |
| Total Contributions | $1,172,429 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET SALES | Desc |
| Business | 711300 | BusinessCd |
| Total Revenue Column | $458,564 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $458,564 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $458,564 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $817,699 | TotalRevenueColumnAmt |
| Exclusion | $817,699 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $411 | TotalRevenueColumnAmt |
| Exclusion | $411 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,279,871 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,201,489 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,382 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,382 | TotalRevenueColumnAmt |
| Exclusion | $78,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $88 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $88 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MANAGEMENT FEE | 561000 | $20,466 | $20,466 |
| FACILITY MAINTENANCE FEE | 811000 | $7,363 | $7,363 |
| PARKING REVENUE | 812930 | $6,170 | $6,170 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,688 | TotalRevenueColumnAmt |
| Exclusion | $4,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,687 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,566,260 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $458,652 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $935,179 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,855 | TotalAmt |
| Program Services | $139,088 | ProgramServicesAmt |
| Management And General | $64,949 | ManagementAndGeneralAmt |
| Fundraising | $27,818 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,628 | TotalAmt |
| Program Services | $507,312 | ProgramServicesAmt |
| Management And General | $233,854 | ManagementAndGeneralAmt |
| Fundraising | $101,462 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,503 | TotalAmt |
| Management And General | $1,503 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,645 | TotalAmt |
| Management And General | $3,645 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,105 | TotalAmt |
| Program Services | $23,765 | ProgramServicesAmt |
| Management And General | $4,385 | ManagementAndGeneralAmt |
| Fundraising | $1,955 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318,344 | TotalAmt |
| Program Services | $1,318,344 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,629 | TotalAmt |
| Program Services | $124,629 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,675 | TotalAmt |
| Program Services | $29,813 | ProgramServicesAmt |
| Management And General | $20,862 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,725 | TotalAmt |
| Program Services | $56,725 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,606 | TotalAmt |
| Program Services | $67,449 | ProgramServicesAmt |
| Management And General | $6,157 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,833 | TotalAmt |
| Management And General | $23,833 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,449 | TotalAmt |
| Management And General | $15,449 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EDUCATION EXPENSES | $69,494 | $69,494 | ||
| DEVELOPMENT EXPENSES | $45,981 | $45,981 | ||
| OTHER EXPENSES | $23,197 | $17,751 | $5,446 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,911,669 | TotalAmt |
| Program Services | $2,354,370 | ProgramServicesAmt |
| Management And General | $380,083 | ManagementAndGeneralAmt |
| Fundraising | $177,216 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,404 | BOYAmt |
| EOY | $197,902 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,709 | BOYAmt |
| EOY | $1,058,403 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,787 | BOYAmt |
| EOY | $322,956 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,714 | BOYAmt |
| EOY | $77,395 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,064 | BOYAmt |
| EOY | $199,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $421,427 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $297,359 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,901 | BOYAmt |
| EOY | $124,068 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,399,504 | BOYAmt |
| EOY | $22,151,979 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,421,280 | BOYAmt |
| EOY | $2,020,388 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,925,363 | BOYAmt |
| EOY | $26,152,970 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,723 | BOYAmt |
| EOY | $134,487 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,950 | BOYAmt |
| EOY | $89,026 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,673 | BOYAmt |
| EOY | $223,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,801,550 | BOYAmt |
| EOY | $6,057,187 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,034,140 | BOYAmt |
| EOY | $19,872,270 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,835,690 | BOYAmt |
| EOY | $25,929,457 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,925,363 | BOYAmt |
| EOY | $26,152,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$345,409 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,560,824 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,190,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,310,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,955,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,601,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,172,429 | CurrentTaxYearAmt |
| Total | $8,229,859 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $459,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $458,652 | CurrentTaxYearAmt |
| Total | $1,288,817 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,649,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,483,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,104,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,650,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,631,081 | CurrentTaxYearAmt |
| Total | $9,518,676 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,500 | CurrentTaxYearAmt |
| Total | $141,102 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,500 | CurrentTaxYearAmt |
| Total | $141,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,377,574 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $819,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $750,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $825,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $889,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $818,110 | CurrentTaxYearAmt |
| Total | $4,103,476 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $819,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $750,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $825,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $889,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $818,110 | CurrentTaxYearAmt |
| Total | $4,103,476 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,687 | CurrentTaxYearAmt |
| Total | $226,076 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,561,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,269,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,959,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,570,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,487,878 | CurrentTaxYearAmt |
| Total | $13,848,228 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.67720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69950 | PublicSupportPY509Pct |
| Investment Income CY | 0.29630 | InvestmentIncomeCYPct |
| Investment Income PY | 0.26940 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2018 AMOUNT: $ 92,714. 2019 AMOUNT: $ 34,970. 2020 AMOUNT: $ 29,766. 2021 AMOUNT: $ 29,939. 2022 AMOUNT: $ 38,687. |
| PART III, SHORT YEAR EXPLANATION: | THE INFORMATION PROVIDED IN THE 2021 COLUMN REFLECTS THE SHORT PERIOD, JULY 1, 2021 THROUGH DECEMBER 31, 2021, AS THE ORGANIZATION MOVED FROM A JUNE 30 YEAR-END TO A DECEMBER 31 YEAR-END. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,820,784 | BeginningYearBalanceAmt |
| Contributions | $52,913 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,702,880 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $998,450 | OtherExpendituresAmt |
| End Year Balance | $24,172,367 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,057,825 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $771,043 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $8,084 | AdministrativeExpensesAmt |
| End Year Balance | $29,820,784 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,887,322 | BeginningYearBalanceAmt |
| Contributions | $651,883 | ContributionsAmt |
| Investment Earnings Or Losses | $6,448,630 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $930,010 | OtherExpendituresAmt |
| End Year Balance | $29,057,825 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,561,621 | BeginningYearBalanceAmt |
| Contributions | $1,244,467 | ContributionsAmt |
| Investment Earnings Or Losses | $735,689 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $654,455 | OtherExpendituresAmt |
| End Year Balance | $22,887,322 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,355,944 | BeginningYearBalanceAmt |
| Contributions | $545 | ContributionsAmt |
| Investment Earnings Or Losses | $1,115,274 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $882,740 | OtherExpendituresAmt |
| Administrative Expenses | $27,402 | AdministrativeExpensesAmt |
| End Year Balance | $21,561,621 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21049 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55547 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23404 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $421,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $297,359 | DepreciationAmt |
| Book Value | $124,068 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $124,068 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD BY OTHERS FBO THE ORGANIZATION | Desc |
| Book Value | $2,020,388 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,020,388 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | -$581,209 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,560,824 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,443,460 | OtherRevenueAmt |
| Revenue Not Reported | -$3,117,364 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,536,155 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,105 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,105 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,566,260 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,833,246 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $951,682 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $951,682 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,881,564 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,105 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,105 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,911,669 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE INCOME TO OPERATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE REPORTED ON PRIOR SHORT-YEAR RETURN 2,443,460. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES REPORTED ON PRIOR SHORT-YEAR RETURN 951,682. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN SUNDERMAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $115,233 | $0 | $29,000 | $0 | $0 | $0 | $4,609 | $0 | $15,317 | $0 | $164,159 | $0 | $0 | $0 |
| JONATHAN MARTIN | ||||||||||||||
| PRESIDENT | $32,744 | $0 | $0 | $0 | $0 | $0 | $1,310 | $0 | $691 | $0 | $34,745 | $0 | $0 | $0 |
| ROBERT MCGRATH | ||||||||||||||
| COO | $18,036 | $0 | $0 | $0 | $0 | $0 | $721 | $0 | $1,490 | $0 | $20,247 | $0 | $0 | $0 |
| RICH FRESHWATER | ||||||||||||||
| VP & CFO | $11,272 | $0 | $0 | $0 | $0 | $0 | $676 | $0 | $753 | $0 | $12,701 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | THE NAME OF THE UNRELATED ORGANIZATION IS THE CINCINNTI SYMPHONY ORCHESTRA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL CURRAN AND MANISHA PATEL, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS GIVEN TO THE EXECUTIVE COMMITTEE AND AUDIT COMMITTEE TO REVIEW PRIOR TO FILING. AFTER FILING, THE RETURN IS MADE AVAILABLE TO THE FULL BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER COMPLETED A CONFLICT OF INTEREST UPDATE DURING THE YEAR. EACH BOARD MEMBER SUBMITTED THEIR UPDATED INFORMATION TO THE EXECUTIVE DIRECTOR WHO REVIEWED THE INFORMATION FOR ANY REPORTED CONFLICTS. AS NO CONFLICTS WERE REPORTED NO FOLLOW-UP WAS REQUIRED. SHOULD A CONFLICT OF INTEREST BE REPORTED BY A BOARD MEMBER, THE EXECUTIVE DIRECTOR WOULD HAVE FOLLOWED THE PROCEDURES IDENTIFIED IN THE CONFLICT OF INTEREST POLICY FOR RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | WHILE THE ORGANIZATION HAS NO EMPLOYEES, THE ORGANIZATION RECEIVES THE SERVICES OF ITS OFFICERS THROUGH AGREEMENT WITH THE CINCINNATI SYMPHONY ORCHESTRA (CSO), WHICH IS AN UNRELATED ORGANIZATION THAT PROVIDES SIMILAR PRODUCTS AND SERVICES. THE SERVICES PROVIDED TO THE ORGANIZATION BY EACH EMPLOYEE OF THE CSO, REPRESENTS A FRACTIONAL PERCENTAGE OF THEIR OVERALL WORK AND THE ORGANIZATION COMPENSATES THE CSO BASED ON THESE PERCENTAGES. THE EXECUTIVE DIRECTOR OF THE ORGANIZATION PROVIDES 100% OF HIS TIME TO THE ORGANIZATION AND AS A COURTESY TO THE ORGANIZATION, THE PRESIDENT OF THE CSO MEETS WITH THE EXECUTIVE COMMITTEE OF THE ORGANIZATION ANNUALLY BEFORE ESTABLISHING THE INDIVIDUAL'S COMPENSATION. THE CSO SHARES COMPARABLE INDUSTRY DATA AND MARKET STUDY INFORMATION WITH THE EXECUTIVE COMMITTEE, WHICH ADVISES ON THE LEVEL OF COMPENSATION THAT THE CSO SETS FOR THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST, THE ORGANIZATION PROVIDES THE INFORMATION TO THE PERSON MAKING THE REQUEST. |
| FORM 990, PART VII, SECTION A: | THE ORGANIZATION HAS NO PAID POSITIONS AND RECEIVES SERVICES FROM THE LISTED INDIVIDUALS THROUGH AGREEMENT WITH THE CINCINNATI SYMPHONY ORCHESTRA(CSO). THE CSO RECEIVES PAYMENT FROM THE ORGANIZATION ON AN AGREED UPON ANNUAL AMOUNT, WHICH IS PAID TO THE CSO MONTHLY. THE LISTED INDIVIDUALS RECEIVE NO DIRECT COMPENSATION FROM THE ORGANIZATION. |
| FORM 990, PART IX, LINE 11G | PERFORMANCE FEES: PROGRAM SERVICE EXPENSES 1,318,344. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,318,344. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED. |
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