2022-05-12T09:43:20-05:00 2021-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2021-07-01 310584309 CINCINNATI MUSICAL FESTIVAL ASSOCIATION CINC 5137443306 1241 ELM STREET CINCINNATI OH 452027531 RICHARD FRESHWATER VP AND CHIEF FINANCIAL OFFICER 5137443306 2022-05-10 1 RICHARD FRESHWATER 999009999 JANE E PFEIFER P00014949 5132413111 2022-05-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JONATHAN MARTIN 1241 ELM STREET CINCINNATI OH 452027531 2586337 0 X WWW.MAYFESTIVAL.COM X 1874 OH WE EXIST TO ENGAGE, ENERGIZE AND CONNECT OUR COMMUNITY WITH THE HIGHEST QUALITY PERFORMANCES OF GREAT CHORAL MUSIC. 28 28 0 285 0 0 1955817 1601111 148387 49067 1761162 890533 29766 30271 3895132 2570982 0 0 0 0 856699 522789 0 0 65869 1287892 436977 2144591 959766 1750541 1611216 30754477 31925363 410565 89673 30343912 31835690 X 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. 0 0 707952 49188 THE MAY FESTIVAL CHORUS HOLDS SUBSCRIPTION CONCERTS EACH SEASON DURING THE APRIL/MAY TIMEFRAME AND PERFORMS WITH THE CINCINNATI SYMPHONY & POPS ORCHESTRA FROM SEPTEMBER TO MAY EACH YEAR. DURING THIS SHORT YEAR PERIOD TO CHANGE THE FISCAL YEAR TO ALIGN WITH THE CALENDAR PERIOD, THE CHORUS PERFORMED WITH THE CINCINNATI SYMPHONY AND ENGAGED IN SEASON PLANNING FOR THE 2022 MAY FESTIVAL. 707952 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X RICH FRESHWATER 5137443306 1241 ELM STREET CINCINNATI OH 452027531 X ANTHONY LAZERI DIRECTOR 1.00 X 0 0 0 ERIC K COMBS CHAIR 5.00 X X 0 0 0 CHRISTINE HORAN VICE CHAIR 5.00 X X 0 0 0 MICHAEL CURRAN TREASURER 5.00 X X 0 0 0 MARY H STUCKY SECRETARY 5.00 X X 0 0 0 MELANIE M CHAVEZ IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 TERESA F ERNST DIRECTOR 1.00 X 0 0 0 MARY GIMPEL DIRECTOR 1.00 X 0 0 0 DAVID BOYLES DIRECTOR 1.00 X 0 0 0 MARK HOLCOMB DIRECTOR 1.00 X 0 0 0 ISAIAH HYMAN JR DIRECTOR 1.00 X 0 0 0 WILLIAM HENRY CALDWELL DIRECTOR 1.00 X 0 0 0 BARBARA FELDMANN DIRECTOR 1.00 X 0 0 0 THOMAS KIRKPATRICK DIRECTOR 1.00 X 0 0 0 ROBERT K LOMAX DIRECTOR 1.00 X 0 0 0 RENE MCPHEDRAN DIRECTOR 1.00 X 0 0 0 HELENE BENTLEY DIRECTOR 1.00 X 0 0 0 DAVID A HUELSMAN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER CANARIE DIRECTOR 1.00 X 0 0 0 KATHLEEN RAMBO DIRECTOR 1.00 X 0 0 0 RUTHANN SAMMARCO DIRECTOR 1.00 X 0 0 0 PATRICIA MISRACH DIRECTOR 1.00 X 0 0 0 JEANNINE WINKELMANN DIRECTOR 1.00 X 0 0 0 EILEEN STANISIC DIRECTOR 1.00 X 0 0 0 BARBARA HAHN DIRECTOR 1.00 X 0 0 0 MANISHA PATEL DIRECTOR 1.00 X 0 0 0 KELLY WILLBRANDT DIRECTOR 1.00 X 0 0 0 SHELBY WOOD DIRECTOR 1.00 X 0 0 0 STEVEN SUNDERMAN EXECUTIVE DIRECTOR 50.00 X 138165 0 19722 JONATHAN MARTIN PRESIDENT 5.00 X 29304 0 1837 RICH FRESHWATER VP & CFO 7.50 X 11093 0 1486 ROBERT MCGRATH COO 5.00 X 16429 0 2163 194991 0 25208 1 0 1 1 ROBERT PORCO 1241 ELM STREET CINCINNATI OH 45202 DIRECTOR OF CHORUSES 109567 1 258826 713419 628866 1601111 TICKET SALES 711300 49067 49067 49067 889782 889782 211 211 16106 15355 751 751 751 121 0 121 121 OTHER INCOME 900099 19871 19871 MANAGEMENT FEE 561000 10068 10068 29939 2570982 49188 0 920683 X 220199 132119 61656 26424 302590 181554 84725 36311 1630 1630 14300 14300 8084 6467 1172 445 340329 340329 13576 13576 5330 411 4919 11982 11982 18136 15117 3019 11916 11916 1707 1707 OTHER EXPENSES 7298 6397 901 DEVELOPMENT EXPENSES 2689 2689 959766 707952 185945 65869 217572 326404 951469 1250709 361801 348787 1988 19714 4005 11064 421427 273526 159817 147901 26668959 27399504 2388866 2421280 30754477 31925363 408880 83723 1685 5950 410565 89673 X 7152979 4801550 23190933 27034140 30343912 31835690 30754477 31925363 1611216 -119438 0 X X 0 0 0 X 1383364 1190072 2310430 1955817 1601111 8440794 594310 459111 173479 148387 49188 1424475 1977674 1649183 2483909 2104204 1650299 9865269 38110 40627 21000 17000 35975 152712 0 38110 40627 21000 17000 35975 152712 9712557 455478 819428 750427 825518 889993 3740844 455478 819428 750427 825518 889993 3740844 90517 92714 34970 29766 29939 277906 2523669 2561325 3269306 2959488 2570231 13884019 0.69950 0.71520 0.26940 0.25170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 90,517. 2018 AMOUNT: $ 92,714. 2019 AMOUNT: $ 34,970. 2020 AMOUNT: $ 29,766. 2021 AMOUNT: $ 29,939. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29057825 771043 8084 29820784 22887322 651883 6448630 930010 29057825 21561621 1244467 735689 654455 22887322 21355944 545 1115274 882740 27402 21561621 20458127 3449 1739317 817383 27566 21355944 0.21220 0.46180 0.32600 1 0 421427 273526 147901 147901 FUNDS HELD BY OTHERS FBO THE ORGANIZATION 2421280 F 2421280 PART V, LINE 4: TO PROVIDE INCOME TO OPERATIONS. X 0 0 0 0 0 0 0 0 0 STEVEN SUNDERMAN EXECUTIVE DIRECTOR 138165 0 0 0 0 0 4525 0 15197 0 157887 0 0 0 JONATHAN MARTIN PRESIDENT 29304 0 0 0 0 0 1172 0 665 0 31141 0 0 0 ROBERT MCGRATH COO 16429 0 0 0 0 0 657 0 1506 0 18592 0 0 0 RICH FRESHWATER VP & CFO 11093 0 0 0 0 0 665 0 821 0 12579 0 0 0 PART III, SUPPLEMENTAL INFORMATION THE NAME OF THE UNRELATED ORGANIZATION IS THE CINCINNTI SYMPHONY ORCHESTRA. 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 340,329. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 340,329. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.