2021-11-02T11:48:40-05:00 2021-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2020-07-01 310584309 CINCINNATI MUSICAL FESTIVAL ASSOCIATION CINC 5136211919 1241 ELM STREET CINCINNATI OH 452027531 RICHARD FRESHWATER VP AND CHIEF FINANCIAL OFFICER 5136211919 2021-11-01 1 RICHARD FRESHWATER 999009999 JANE E PFEIFER P00014949 5132413111 2021-11-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JONATHAN MARTIN 1241 ELM STREET CINCINNATI OH 452027531 5371599 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 2310430 1955817 173321 148387 998795 1761162 32699 29766 3515245 3895132 0 0 0 0 797623 856699 0 0 117296 984746 1287892 1782369 2144591 1732876 1750541 24092754 30754477 216453 410565 23876301 30343912 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 1716853 148387 TO COMPLY WITH THE STATE'S SOCIAL GATHERING RESTRICTIONS AS A RESULT OF COVID-19, THE MAY FESTIVAL HAD LIMITED CAPACITY CONCERTS ALONG WITH ONLINE DIGITAL OFFERINGS TO ALLOW AUDIENCES TO EXPERIENCE THE MAY FESTIVAL AT HOME. THE IN-PERSON ATTENDANCE AT CONCERTS TOTALED 1,284. THE ONLINE PROGRAMS WERE PROVIDED AT NO CHARGE AND MADE AVAILABLE THROUGH FACEBOOK, YOUTUBE, INSTAGRAM, E-NEWSLETTER, AND THE MAY FESTIVAL WEBSITE. 1716853 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 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 24 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 111714 0 19664 JONATHAN MARTIN PRESIDENT 5.00 X 27871 0 1780 RICH FRESHWATER VP & CFO 7.50 X 8766 0 1198 ROBERT MCGRATH COO 5.00 X 30015 0 4025 178366 0 26667 1 0 0 1 0 356831 257340 1341646 8309 1955817 TICKET SALES 711300 148387 148387 148387 825518 825518 2412111 1476467 935644 935644 935644 MANAGEMENT FEE 561000 19391 19391 OTHER INCOME 900099 5994 5994 FACILITY MAINTENANCE FEE 811000 2311 2311 2070 2070 29766 3895132 148387 0 1790928 X 205033 123020 57409 24604 651666 390999 182467 78200 14088 14088 29602 23698 4285 1619 949866 949866 126348 126348 21409 11112 10297 41076 41076 37864 31954 5910 23833 23833 7570 7570 OTHER EXPENSES 14983 10400 4583 DEVELOPMENT EXPENSES 12873 12873 EDUCATION EXPENSES 8380 8380 2144591 1716853 310442 117296 95097 217572 391254 951469 522727 361801 120 1988 12584 4005 421427 261610 183650 159817 20756678 26668959 2130644 2388866 24092754 30754477 215483 408880 970 1685 216453 410565 X 5134240 7152979 18742061 23190933 23876301 30343912 24092754 30754477 1750541 4717070 0 X X 0 1 X 1 0 X 1239057 1383364 1190072 2310430 1955817 8078740 488621 594310 459111 173479 148387 1863908 1727678 1977674 1649183 2483909 2104204 9942648 27050 38110 40627 21000 17000 143787 0 27050 38110 40627 21000 17000 143787 9798861 597645 455478 819428 750427 825518 3448496 597645 455478 819428 750427 825518 3448496 62701 90517 92714 34970 29766 310668 2388024 2523669 2561325 3269306 2959488 13701812 0.71520 0.72090 0.25170 0.24160 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 62,701. 2017 AMOUNT: $ 90,517. 2018 AMOUNT: $ 92,714. 2019 AMOUNT: $ 34,970. 2020 AMOUNT: $ 29,766. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22887322 651883 6448630 930010 29057825 21561621 1244467 735689 654455 22887322 21355944 545 1115274 882740 27402 21561621 20458127 3449 1739317 817383 27566 21355944 18480852 147933 2589784 734894 25548 20458127 0.21200 0.47290 0.31510 1 0 421427 261610 159817 159817 FUNDS HELD BY OTHERS FBO THE ORGANIZATION 2388866 F 2388866 8582600 4717070 4717070 3865530 29602 29602 3895132 2114989 0 2114989 29602 29602 2144591 PART V, LINE 4: TO PROVIDE INCOME TO OPERATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS 29,602. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS 29,602. X 0 0 0 0 0 0 0 0 0 ROBERT MCGRATH COO 30015 0 0 0 0 0 1200 0 2825 0 34040 0 0 0 JONATHAN MARTIN PRESIDENT 27871 0 0 0 0 0 1115 0 665 0 29651 0 0 0 RICH FRESHWATER VP & CFO 8766 0 0 0 0 0 526 0 672 0 9964 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 949,866. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 949,866. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.