CINCINNATI SYMPHONY ORCHESTRA: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CINCINNATI SYMPHONY ORCHESTRA (EIN 31-0537080)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-02-04
IRS object ID
202130359349300318
Schema version
2019v5.2
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

FieldValueIRS element (for citing)
Return2021-02-04T13:37:45-06:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 EAST 4TH STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310537080EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CINCINNATI SYMPHONY ORCHESTRABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCINCBusinessNameControlTxt
Phone5137443306PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11241 ELM STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452027531ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD FRESHWATERPersonNm
Person TitleVICE PRESIDENT AND CFOPersonTitleTxt
Phone5136211919PhoneNum
Signature2021-02-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE E PFEIFERPreparerPersonNm
PTINP00014949PTIN
Phone5132413111PhoneNum
Preparation2021-02-01PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJONATHAN MARTINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11241 ELM STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452027531ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$120,417,305GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://CINCINNATISYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1894FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO SEEK AND SHARE INSPIRATION.ActivityOrMissionDesc
Voting Members Governing Body73VotingMembersGoverningBodyCnt
Voting Members Independent71VotingMembersIndependentCnt
Total Employee572TotalEmployeeCnt
Total Volunteers250TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$40,955NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,892,463PYContributionsGrantsAmt
CY Contributions Grants$59,118,500CYContributionsGrantsAmt
PY Program Service Revenue$10,126,142PYProgramServiceRevenueAmt
CY Program Service Revenue$9,252,222CYProgramServiceRevenueAmt
PY Investment Income$10,018,597PYInvestmentIncomeAmt
CY Investment Income$4,585,233CYInvestmentIncomeAmt
PY Other Revenue$72,430PYOtherRevenueAmt
CY Other Revenue-$108,998CYOtherRevenueAmt
PY Total Revenue$43,109,632PYTotalRevenueAmt
CY Total Revenue$72,846,957CYTotalRevenueAmt
PY Grants And Similar Paid$1,085,750PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,979,808PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$21,678,233CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$107,387PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$253,161CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,451,001CYTotalFundraisingExpenseAmt
PY Other Expenses$10,115,880PYOtherExpensesAmt
CY Other Expenses$8,857,470CYOtherExpensesAmt
PY Total Expenses$33,288,825PYTotalExpensesAmt
CY Total Expenses$30,788,864CYTotalExpensesAmt
PY Revenues Less Expenses$9,820,807PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$42,058,093CYRevenuesLessExpensesAmt
Total Assets BOY$229,968,741TotalAssetsBOYAmt
Total Assets EOY$281,171,666TotalAssetsEOYAmt
Total Liabilities BOY$15,365,520TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,146,639TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$214,603,221NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$266,025,027NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE CINCINNATI SYMPHONY ORCHESTRA IS TO SEEK AND SHARE INSPIRATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$25,667,340ExpenseAmt
Revenue$9,266,507RevenueAmt
DescORCHESTRA CONCERTS OF CLASSICAL WORKS (25), POPS (18), CHAMBER (2), YOUTH AND EDUCATIONAL (35), AND OTHER CONCERTS (46). ADDITIONALLY, THE ORCHESTRA PROVIDES SERVICES TO THE CINCINNATI MAY FESTIVAL (1) AND THE CINCINNATI BALLET (25). THROUGH ALL PROGRAM SERVICES OF THE ORCHESTRA THE TOTAL NUMBER OF ARTS PATRONS SERVED WAS 209,430.CSO CANCELLED ITS 2020 IN-PERSON EVENTS FROM MID-MARCH THROUGH THE REMAINDER OF THE SEASON TO COMPLY WITH THE STATE'S SOCIAL GATHERING RESTRICTIONS AS A RESULT OF COVID-19.Desc
Total Program Service Expenses$25,667,340TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document148IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee572EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members73GoverningBodyVotingMembersCnt
Independent Voting Member71IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD FRESHWATERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5137443306PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11241 ELM STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452027531ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
HILTZ FRANCIE S
IMMEDIATE PAST CHAIR0.50Yes (X)Yes (X)$0$0$0
MCDONALD ROBERT W
CHAIR0.50Yes (X)Yes (X)$0$0$01.00
COLE CHRISTOPHER C
SECRETARY0.50Yes (X)Yes (X)$0$0$0
MCPARTLIN SUE
TREASURER0.50Yes (X)Yes (X)$0$0$01.00
ANDERSON LARS
DIRECTOR0.50Yes (X)$0$0$0
BELLNER RANDI
DIRECTOR0.50Yes (X)$0$0$0
BERGAN MICHAEL
DIRECTOR0.50Yes (X)$0$0$0
BILIONIS DEAN LOUIS
DIRECTOR0.50Yes (X)$0$0$0
BOLCE REBECCA
DIRECTOR0.50Yes (X)$0$0$0
BROWN KATE
DIRECTOR0.50Yes (X)$0$0$0
BROWN RALPH
DIRECTOR0.50Yes (X)$0$0$0
BUCHHOLZ CRAIG
DIRECTOR0.50Yes (X)$0$0$0
CHAVEZ MELANIE
DIRECTOR0.50Yes (X)$0$0$0
CIOFFI MICHAEL
DIRECTOR0.50Yes (X)$0$0$0
DEHAN KELLY
DIRECTOR0.50Yes (X)$0$0$0
DUNKELMAN DIANNE
DIRECTOR0.50Yes (X)$0$0$0
ESPAY ALBERTO
DIRECTOR0.50Yes (X)$0$0$0
ETHIER SHAUN
DIRECTOR0.50Yes (X)$0$0$0
GARBER THOMAS CHARLES
DIRECTOR0.50Yes (X)$0$0$0
GIGLIO L TIMOTHY
DIRECTOR0.50Yes (X)$0$0$0
HAGIN JOSEPH W
DIRECTOR0.50Yes (X)$0$0$0
HAMBY LAWRENCE
DIRECTOR0.50Yes (X)$0$0$0
HARGROVE-YOUNG DELORES
DIRECTOR0.50Yes (X)$0$0$0
HEALEY MELANIE
DIRECTOR0.50Yes (X)$0$0$0
HELDMAN PATTI
DIRECTOR0.50Yes (X)$0$0$0
HUNKLER BRADLEY
DIRECTOR0.50Yes (X)$0$0$0
JOFFE SANDRA
DIRECTOR0.50Yes (X)$0$0$0
KELLY LISA
DIRECTOR0.50Yes (X)$0$0$0
KIRK PATRICK
DIRECTOR0.50Yes (X)$0$0$0
KOETTERS FLORENCE
DIRECTOR0.50Yes (X)$0$0$0
LANDGREN PETER
DIRECTOR0.50Yes (X)$0$0$0
LANNI JOHN
DIRECTOR0.50Yes (X)$0$0$0
LINDNER WILL
DIRECTOR0.50Yes (X)$0$0$0
LUEGERING MARK
DIRECTOR0.50Yes (X)$0$0$0
MALONEY TIMOTHY J
DIRECTOR0.50Yes (X)$0$0$0
MCKAY BERNARD
DIRECTOR0.50Yes (X)$0$0$0
MCKNIGHT GERRON
DIRECTOR0.50Yes (X)$0$0$0
MINUTOLO JAMES
DIRECTOR0.50Yes (X)$0$0$0
MITCHELL LAURA
DIRECTOR0.50Yes (X)$0$0$0
MOORE JOHN
DIRECTOR0.50Yes (X)$0$0$0
MORALES JENNIFER
DIRECTOR0.50Yes (X)$0$0$0
MULDER ANNE
DIRECTOR0.50Yes (X)$0$0$0
OSBORN MARILYN J
DIRECTOR0.50Yes (X)$0$0$0
PHAM THIENTHANH
DIRECTOR0.50Yes (X)$0$0$0
PUREVAL AFTAB
DIRECTOR0.50Yes (X)$0$0$0
QUINN JR THOMAS H
DIRECTOR0.50Yes (X)$0$0$0
REITZ MULLENIX DEAN ELIZABETH
DIRECTOR0.50Yes (X)$0$0$0
ROMANSTEIN DEAN STANLEY
DIRECTOR0.50Yes (X)$0$0$0
ROUSE JACK
DIRECTOR0.50Yes (X)$0$0$0
SAMPSON LISA
DIRECTOR0.50Yes (X)$0$0$0
SANTEN ANN H
DIRECTOR0.50Yes (X)$0$0$0
SCHOFF DENNIS
DIRECTOR0.50Yes (X)$0$0$0
SCHUELER DRUANNE FRANCE
DIRECTOR0.50Yes (X)$0$0$0
SMITH JR EDGAR L
DIRECTOR0.50Yes (X)$0$0$0
SMITH STEPHANIE
DIRECTOR0.50Yes (X)$0$0$0
STRIKER THEODORE W
DIRECTOR0.50Yes (X)$0$0$0
SULLIVAN ROBERT
DIRECTOR40.00Yes (X)$210,719$0$25,733
THOMAS DAPHNEY
DIRECTOR0.50Yes (X)$0$0$0
THOMPSON PAMELA
DIRECTOR0.50Yes (X)$0$0$0
VALZ DAVID R
DIRECTOR0.50Yes (X)$0$0$0
WACHTER DANIEL
DIRECTOR0.50Yes (X)$0$0$0
WEISS CHARLA
DIRECTOR0.50Yes (X)$0$0$0
WILLIAMS SHEILA
DIRECTOR0.50Yes (X)$0$0$0
WOOLLEY STACEY GLEN
DIRECTOR40.00Yes (X)$130,703$0$13,296
BRYAN III TRISH E
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
BUDIG JR OTTO
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
FLEISCHMANN III BLAIR
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
FRIEDLANDER SUSAN S
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
HIRSCHHORN JOSEPH W
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
LILES SPENCER
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
LINDNER EDYTH B
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
REYNOLDS JAMES B
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
WADSWORTH RANDOLPH L
DIRECTOR EMERITUS0.50Yes (X)$0$0$0
FRESHWATER RICHARD
VICE PRESIDENT & CFO30.00Yes (X)$174,404$43,539$24,64015.00
SMITH MICHAEL
VP PROJECT DEVELOP DIRECTO25.00Yes (X)$55,453$433,811$39,89430.00
MARTIN JONATHAN
PRESIDENT40.00Yes (X)$400,797$38,982$23,2885.00
MATSUO STEFANI
CONCERTMASTER40.00$214,456$0$13,525Yes (X)
RUSSELL JOHN
POPS CONDUCTOR40.00$215,719$0$35,344Yes (X)
MCGRATH ROBERT
VP AND GENERAL MANAGER40.00$205,290$0$22,551Yes (X)
MCFADDEN LAWSON MARY
VP OF PHILANTHROPY40.00$266,716$0$25,765Yes (X)
PRENTISS SHERRI
VP OF MARKETING40.00$204,323$0$19,031Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,078,580TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$516,332TotReportableCompRltdOrgAmt
Total Other Compensation$243,067TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K108IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LOUIS LANGREE
1241 ELM STCINCINNATIOH45202MUSIC DIRECTOR$483,000
OPUS 3 ARTISTS LLC
470 PARK AVE SOUTH 9TH FL NORTHNEW YORKNY10016ARTIST MANAGEMENT$320,992
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$347,498FundraisingAmt
Related Organizations$6,723,193RelatedOrganizationsAmt
Government Grants$602,400GovernmentGrantsAmt
All Other Contributions$51,445,409AllOtherContributionsAmt
Noncash Contributions$22,344,859NoncashContributionsAmt
Total Contributions$59,118,500TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONCERTS AND OTHER ORCHESTRA INCO711130$9,173,622$9,173,622
STUDENT PROGRAM900099$78,600$78,600
FieldValueIRS element (for citing)
Total Program Service Revenue$9,252,222TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,997,524TotalRevenueColumnAmt
Exclusion$3,997,524ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,477TotalRevenueColumnAmt
Exclusion$37,477ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$47,879,951SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$47,292,242SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$587,709SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$587,709TotalRevenueColumnAmt
Exclusion$587,709ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$60,690FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$347,498ContriRptFundraisingEventAmt
Fundraising Direct Expenses$221,450FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$160,760TotalRevenueColumnAmt
Exclusion-$160,760ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$70,941GrossSalesOfInventoryAmt
Cost Of Goods Sold$56,656CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,285TotalRevenueColumnAmt
Related Or Exempt Func Income$14,285RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,846,957TotalRevenueColumnAmt
Related Or Exempt Func Income$9,266,507RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,461,950ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,058,481TotalAmt
Program Services$918,433ProgramServicesAmt
Management And General$87,584ManagementAndGeneralAmt
Fundraising$52,464FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,311,468TotalAmt
Program Services$14,154,331ProgramServicesAmt
Management And General$1,345,104ManagementAndGeneralAmt
Fundraising$812,033FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$824,810TotalAmt
Program Services$726,967ProgramServicesAmt
Management And General$69,759ManagementAndGeneralAmt
Fundraising$28,084FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,286,928TotalAmt
Program Services$1,956,197ProgramServicesAmt
Management And General$198,909ManagementAndGeneralAmt
Fundraising$131,822FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,196,546TotalAmt
Program Services$1,055,314ProgramServicesAmt
Management And General$83,775ManagementAndGeneralAmt
Fundraising$57,457FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$101,042TotalAmt
Management And General$101,042ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,809TotalAmt
Management And General$26,809ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$253,161TotalAmt
Fundraising$253,161FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$348,232TotalAmt
Management And General$348,232ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,684,671TotalAmt
Program Services$2,643,042ProgramServicesAmt
Management And General$41,207ManagementAndGeneralAmt
Fundraising$422FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$888,348TotalAmt
Program Services$857,836ProgramServicesAmt
Management And General$7,150ManagementAndGeneralAmt
Fundraising$23,362FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$103,748TotalAmt
Program Services$66,036ProgramServicesAmt
Management And General$37,127ManagementAndGeneralAmt
Fundraising$585FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$136,850TotalAmt
Program Services$85,103ProgramServicesAmt
Management And General$51,747ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$712,816TotalAmt
Program Services$600,570ProgramServicesAmt
Management And General$104,763ManagementAndGeneralAmt
Fundraising$7,483FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$89,784TotalAmt
Program Services$65,455ProgramServicesAmt
Management And General$23,868ManagementAndGeneralAmt
Fundraising$461FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$34,904TotalAmt
Program Services$9,041ProgramServicesAmt
Management And General$23,418ManagementAndGeneralAmt
Fundraising$2,445FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,112,335TotalAmt
Program Services$248,031ProgramServicesAmt
Management And General$862,572ManagementAndGeneralAmt
Fundraising$1,732FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$130,740TotalAmt
Program Services$49,322ProgramServicesAmt
Management And General$81,418ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
UNRELATED BUSINESS TAX$4,000$4,000
PERFORMANCE COSTS$1,400,500$1,400,500
POSTAGE, SHIPPING, PRIN$396,886$27,023$339,524$30,339
FELLOWSHIP EXPENSES$326,608$326,608

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$359,197TotalAmt
Program Services$165,030ProgramServicesAmt
Management And General$145,016ManagementAndGeneralAmt
Fundraising$49,151FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$30,788,864TotalAmt
Program Services$25,667,340ProgramServicesAmt
Management And General$3,670,523ManagementAndGeneralAmt
Fundraising$1,451,001FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,146,869BOYAmt
EOY$734,203EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,056,552BOYAmt
EOY$19,048,036EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,114,553BOYAmt
EOY$9,407,110EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,706,235BOYAmt
EOY$1,481,419EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$52,159BOYAmt
EOY$71,128EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,448,215BOYAmt
EOY$1,043,188EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$42,937,725LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,093,125LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,836,794BOYAmt
EOY$24,844,600EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$190,607,364BOYAmt
EOY$224,541,982EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$229,968,741BOYAmt
EOY$281,171,666EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,656,043BOYAmt
EOY$4,334,366EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,652,439BOYAmt
EOY$2,823,879EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,057,038BOYAmt
EOY$7,988,394EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,365,520BOYAmt
EOY$15,146,639EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$65,921,232BOYAmt
EOY$70,217,200EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$148,681,989BOYAmt
EOY$195,807,827EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$214,603,221BOYAmt
EOY$266,025,027EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$229,968,741BOYAmt
EOY$281,171,666EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$42,058,093ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,297,488NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,066,225OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,094,910CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,910,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,811,126CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,892,463CurrentTaxYearMinus1YearAmt
Current Tax Year$27,062,502CurrentTaxYearAmt
Total$112,771,655TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,094,910CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,910,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,811,126CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,892,463CurrentTaxYearMinus1YearAmt
Current Tax Year$27,062,502CurrentTaxYearAmt
Total$112,771,655TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$18,102,400SubstantialContributorsTotAmt
Public Support Total170$94,669,255PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,425,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,410,791CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,946,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,109,604CurrentTaxYearMinus1YearAmt
Current Tax Year$4,035,001CurrentTaxYearAmt
Total$15,927,620TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$12,317CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,201CurrentTaxYearMinus1YearAmt
Total$141,905TotalAmt
FieldValueIRS element (for citing)
Total Support$128,841,180TotalSupportAmt
Gross Receipts Rltd Activities$50,460,092GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73480PublicSupportCY170Pct
Public Support PY1700.77400PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$178,993,334BeginningYearBalanceAmt
Contributions$24,765,820ContributionsAmt
Investment Earnings Or Losses$13,245,238InvestmentEarningsOrLossesAmt
Other Expenditures$4,614,180OtherExpendituresAmt
End Year Balance$212,390,212EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$179,818,791BeginningYearBalanceAmt
Contributions$2,928,591ContributionsAmt
Investment Earnings Or Losses$824,594InvestmentEarningsOrLossesAmt
Other Expenditures$4,248,000OtherExpendituresAmt
Administrative Expenses$330,642AdministrativeExpensesAmt
End Year Balance$178,993,334EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$168,564,000BeginningYearBalanceAmt
Contributions$557,054ContributionsAmt
Investment Earnings Or Losses$14,609,561InvestmentEarningsOrLossesAmt
Other Expenditures$3,611,131OtherExpendituresAmt
Administrative Expenses$300,693AdministrativeExpensesAmt
End Year Balance$179,818,791EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$153,589,080BeginningYearBalanceAmt
Contributions$1,564,605ContributionsAmt
Investment Earnings Or Losses$16,567,624InvestmentEarningsOrLossesAmt
Other Expenditures$2,860,280OtherExpendituresAmt
Administrative Expenses$297,029AdministrativeExpensesAmt
End Year Balance$168,564,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$144,665,331BeginningYearBalanceAmt
Contributions$3,033,082ContributionsAmt
Investment Earnings Or Losses$8,557,520InvestmentEarningsOrLossesAmt
Other Expenditures$2,389,383OtherExpendituresAmt
Administrative Expenses$277,470AdministrativeExpensesAmt
End Year Balance$153,589,080EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.19120BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.66270PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14610TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$284,400OtherCostOrOtherBasisAmt
Book Value$284,400BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,052,662OtherCostOrOtherBasisAmt
Depreciation$13,676,519DepreciationAmt
Book Value$21,376,143BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,513,367OtherCostOrOtherBasisAmt
Depreciation$1,474,746DepreciationAmt
Book Value$2,038,621BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,262,957OtherCostOrOtherBasisAmt
Depreciation$1,693,652DepreciationAmt
Book Value$569,305BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,824,339OtherCostOrOtherBasisAmt
Depreciation$1,248,208DepreciationAmt
Book Value$576,131BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,844,600TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
OTHER$46,514
CHARITABLE GIFT ANNUITY LIABILITY$1,159,672
INTERCOMPANY$6,782,208
FieldValueIRS element (for citing)
Total Liability$7,988,394TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO PROVIDE INCOME TO OPERATIONS.
PART X, LINE 2:CSO AND MEMI ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF OHIO LAW. HOWEVER, CSO AND MEMI ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. CSO AND MEMI ARE NOT AWARE OF ANY MATERIAL ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. CSO'S AND MEMI'S IRS FORM 990'S ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. CSO BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, THEREFORE, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
DCM
330 W 38TH STREET STE 207NEW YORKNY10018TELEFUNDING0$241,198$142,409$98,789
BENNETT DIRECT
PO BOX 0015MILWAUKEEWI53201TELEFUNDING0$149,081$110,752$38,329
FieldValueIRS element (for citing)
Total Gross Receipts$390,279TotalGrossReceiptsAmt
Total Retained By Contractors$253,161TotalRetainedByContractorsAmt
Total Net To Organization$137,118TotalNetToOrganizationAmt
Licensed StatesOHLicensedStatesCd
Licensed StatesKYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SEASON OPENING GALAEvent1Nm
Gross Receipts Event1$361,067GrossReceiptsEvent1Amt
Charitable Contri Event1$319,292CharitableContriEvent1Amt
Gross Revenue Event1$41,775GrossRevenueEvent1Amt
Rent Facility Costs Event1$7,913RentFacilityCostsEvent1Amt
Food And Beverage Event1$79,994FoodAndBeverageEvent1Amt
Entertainment Event1$5,229EntertainmentEvent1Amt
Other Direct Expenses Event1$100,213OtherDirectExpensesEvent1Amt
Event2PARTIES OF NOTEEvent2Nm
Gross Receipts Event2$32,121GrossReceiptsEvent2Amt
Charitable Contri Event2$13,206CharitableContriEvent2Amt
Gross Revenue Event2$18,915GrossRevenueEvent2Amt
Entertainment Event2$114EntertainmentEvent2Amt
Other Direct Expenses Event2$3,988OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$15,000GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$15,000CharitableContriOtherEventsAmt
Rent Fclty Costs Other Events$3,484RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$9,757FoodAndBeverageOtherEventsAmt
Entertainment Other Events$3,600EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$7,158OthDirectExpnssOtherEventsAmt
Gross Receipts Total$408,188GrossReceiptsTotalAmt
Charitable Contributions Tot$347,498CharitableContributionsTotAmt
Gross Revenue Total Events$60,690GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$11,397RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$89,751FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,943EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$111,359OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$221,450DirectExpenseSummaryEventsAmt
Net Income Summary-$160,760NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION CONTRACTED WITH A TELEFUNDING COMPANY TO SOLICIT CONTRIBUTIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SULLIVAN ROBERT
DIRECTOR$210,719$0$0$0$0$0$6,649$0$19,084$0$236,452$0$0$0
FRESHWATER RICHARD
VICE PRESIDENT & CFO$134,404$43,539$40,000$0$0$0$8,064$2,612$10,547$3,417$193,015$49,568$0$0
SMITH MICHAEL
VP PROJECT DEVELOP DIRECTO$55,453$221,811$0$212,000$0$0$4,225$16,898$3,754$15,017$63,432$465,726$0$0
MARTIN JONATHAN
PRESIDENT$323,547$38,982$77,250$0$0$0$12,942$1,559$7,842$945$421,581$41,486$0$0
MATSUO STEFANI
CONCERTMASTER$214,456$0$0$0$0$0$6,649$0$6,876$0$227,981$0$0$0
RUSSELL JOHN
POPS CONDUCTOR$215,719$0$0$0$0$0$16,826$0$18,518$0$251,063$0$0$0
MCGRATH ROBERT
VP AND GENERAL MANAGER$165,290$0$40,000$0$0$0$6,612$0$15,939$0$227,841$0$0$0
MCFADDEN LAWSON MARY
VP OF PHILANTHROPY$176,716$0$90,000$0$0$0$7,069$0$18,696$0$292,481$0$0$0
PRENTISS SHERRI
VP OF MARKETING$164,323$0$40,000$0$0$0$9,859$0$9,172$0$223,354$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationBONUS COMPENSATION PAYMENTS PAID TO EXECUTIVE PERSONNEL WERE DISCRETIONARY AND NOT SPECIFIED BY CONTRACT.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution28ContributionCnt
Noncash Contributions Rpt F990$22,344,859NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK EXCHANGE VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE CONTROLLER PREPARES SUPPORTING SCHEDULES USED FOR 990 PREPARATION. THE CONTROLLER, CFO PERFORM THE INITIAL REVIEW WITH THE CPA/AUDITOR. THE EXECUTIVE COMMITTEE AND AUDIT COMITTEE REVIEW THE 990 PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS MAY SERVE TWO CONSECUTIVE THREE YEAR TERMS. THE CONFLICT OF INTEREST POLICY IS COMPLETED ANNUALLY BY ALL BOARD MEMBERS. IN ADDITION TO THE SIGNING OF THE POLICY, POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AT MEETINGS OF THE BOARD AND ANY INDIVIDUAL WITH A CONFLICT OF INTEREST MUST DISCLOSE AND EXCUSE THEMSELVES FROM ANY VOTE INVOLVING THE MATTER IN QUESTION. IF AT ANY TIME AN INTERESTED PERSON DISCLOSES OR IS DISCOVERED TO HAVE A POTENTIAL OR ACTUAL CONFLICT, THE MATTER IS HANDLED IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15WITHIN THE EXECUTIVE COMMITTEE, THERE IS A COMPENSATION COMMITTEE THAT DETERMINES AND APPROVES COMPENSATION FOR THE PRESIDENT AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMMITTEE UTILIZES 990'S FROM LOCAL ARTS GROUPS AND COMPENSATION SURVEY DATA THAT FEATURES COMPILED DATA WITH INDUSTRY STANDARDS PERTINENT TO NON-PROFITS AND FINE ART GROUPS.
FORM 990, PART VI, SECTION C, LINE 19THE CINCINNATI SYMPHONY ORCHESTRA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, LINE 1A:THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTS OF NOT LESS THAN SEVEN DIRECTORS, WHICH SHALL HAVE ALL OF THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS EXCEPT THE POWER TO FILL VACANCIES OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIR OF THE BOARD, THE VICE CHAIRS, THE TREASURER, THE SECRETARY, THE IMMEDIATE PAST CHAIR, AND THE CHAIR OF THE BENEFACTORS COUNCIL.
FORM 990, PART XI, LINE 9:FUNDS HELD BY OTHERS FOR THE BENEFITS OF CSO 3,066,225.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
RIVERBANK REAL ESTATE HOLDING COMPANY LLC
1241 ELM STREETCINCINNATIOH45202843372181DEVELOPMENT OF VENUE AT THE BANKS ALONG THE OHIO RIVEROH$9,726,806$12,723,948CINCINNATI SYMPHONY ORCHESTRA
RIVERBEND REAL ESTATE HOLDING COMPANY LLC
1241 ELM STREETCINCINNATIOH45202842404754HOLDING COMPANY FOR RIVERBEND MUSIC CENTER ASSETSOH$9,945,232$9,242,339CINCINNATI SYMPHONY ORCHESTRA
TAFT REAL ESTATE HOLDING COMPANY LLC
1241 ELM STREETCINCINNATIOH45202842998799HOLDING COMPANY FOR THE TAFT THEATRE LEASE AND ASSETSOH$2,201,244$2,048,477CINCINNATI SYMPHONY ORCHESTRA

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MUSIC AND EVENT MANAGMENT INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11241 ELM STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452027531ZIPCd
FieldValueIRS element (for citing)
EIN311378179EIN
Primary ActivitiesMANAGEMENT SERVICES FOR MUSIC FESTIVALS AND OTHER COMMUNITY EVENTSPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509(A)(2)PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CINCINNATI SYMPHONY ORCHESTRABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MUSIC AND EVENT MANAGEMENT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$6,723,193InvolvedAmt
Method Of Amount DeterminationFAIR MARKET VALUEMethodOfAmountDeterminationTxt

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