2019-03-19T17:05:48-05:00 2018-08-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2017-09-01 160765613 ROCHESTER PHILHARMONIC ORCHESTRA INC ROCH 5854547311 108 EAST AVENUE ROCHESTER NY 14604 CURTIS LONG PRESIDENT & CEO 5854547311 2019-03-18 1 AIMEE JOZIC P01329472 5853811000 4.14.157.194 2019-03-18 09:11:43 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A8412D1E90FAFC27229DAADC515A5B5A8895AFB4 2017 2019-02-21 02:37:17Z CURTIS LONG 108 EAST AVENUE ROCHESTER NY 14604 10617174 0 X WWW.RPO.ORG X 1922 NY PROVIDE SYMPHONIC ENTERTAINMENT THROUGH A VARIETY OF PRODUCT LINES AND OUTREACH PROGRAMS DESIGNED TO ENRICH, EDUCATE AND INSPIRE, AND CONTINUE THE HERITAGE OF ORCHESTRAL MUSIC FOR THE RESIDENTS OF ROCHESTER, NEW YORK AND THE SURROUNDING AREA. 22 20 257 650 0 0 6217007 5517797 4531242 4665608 108976 254945 184547 63523 11041772 10501873 0 0 0 0 7034197 7490232 107750 85668 824836 4084160 4111713 11226107 11687613 -184335 -1185740 16187905 16081656 3652623 4885940 12535282 11195716 THE RPO IS COMMITTED TO ENRICHING AND INSPIRING OUR COMMUNITY THROUGH THE ART OF MUSIC. 0 0 9624726 4665608 THE ROCHESTER PHILHARMONIC ORCHESTRA PRESENTS LIVE SYMPHONIC CONCERTS AND RADIO BROADCASTS TO THEIR RESPECTIVE AUDIENCES. 9624726 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 71 0 257 1 0 0 0 0 0 0 0 0 0 0 X 22 20 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 NY X MARK PIGNAGRANDE FINANCE MANAGER 5854547311 108 EAST AVENUE ROCHESTER NY 14604 STEPHEN ASHLEY VICE CHAIRPERSON 1.00 X X 0 0 0 JAMES ENGLERT BOARD MEMBER 1.00 X 0 0 0 DR ANDREW ELLIOT BOARD MEMBER 1.00 X 0 0 0 DR STEVEN FELDON BOARD MEMBER 1.00 X 0 0 0 JULES L SMITH EX-OFFICIO 1.00 X 0 0 0 ILENE L FLAUM BOARD MEMBER 1.00 X 0 0 0 MARJORIE GOLDSTEIN BOARD MEMBER 1.00 X 0 0 0 DR SANDRA JOHNSON BOARD MEMBER 1.00 X 0 0 0 MIKE GIOJA BOARD MEMBER 1.00 X 0 0 0 DAVID LANE BOARD MEMBER 1.00 X 0 0 0 MICHAEL MILLARD BOARD MEMBER 1.00 1.00 X 0 0 0 ELIZABETH RICE SECRETARY 1.00 X X 0 0 0 DR STEPHEN ROSENFELD BOARD MEMBER 1.00 X 0 0 0 KATHERINE SCHUMACHER BOARD MEMBER 1.00 X 0 0 0 INGRID STANLIS CHAIRPERSON 1.00 1.00 X X 0 0 0 JASON THOMAS BOARD MEMBER 1.00 X 0 0 0 STEVEN WHITMAN BOARD MEMBER 1.00 X 0 0 0 ROBERT WOODHOUSE TREASURER 1.00 1.00 X X 0 0 0 DAVID HEILIGMAN EX-OFFICIO 1.00 1.00 X 0 0 0 SIDNEY SOBEL BOARD MEMBER 1.00 X 0 0 0 DR JAMAL ROSSI EX-OFFICIO 1.00 X 0 0 0 ALEX YUDELSON BOARD MEMBER 1.00 X 0 0 0 CINDY YANCEY BOARD MEMBER 1.00 X 0 0 0 W CRAIG SUTHERLAND EX-OFFICIO AND RPO MUSICIA 1.00 X 55653 0 12729 REBECCA GILBERT EX-OFFICIO AND RPO MUSICIA 1.00 X 56055 0 12766 CURTIS S LONG PRESIDENT AND CHIEF EXECUTIVE OFFICER 38.00 2.00 X X 65394 0 5920 RON STEINMILLER CHIEF FINANCIAL AND OPERATING OFFICER 40.00 X 119507 0 15170 WARD STARE MUSIC DIRECTOR 40.00 X 226050 0 11522 JEFF TYZIK POPS CONDUCTOR 40.00 X 177322 0 13794 DOMENIC ARGENTIERI VICE PRESIDENT OF DEVELOPMENT 40.00 X 100616 0 14327 RALPH P CRAVISO FORMER PRESIDENT AND CEO 38.00 2.00 X 125467 0 0 926064 0 86228 5 1 1 0 0 15125 462000 5040672 5517797 TICKET SALES AND CONCERT FEES 711190 4576980 4576980 ROCHESTER PHILHARMONIC YOUTH ORCH 711190 88628 88628 4665608 95776 95776 201122 41953 159169 159169 159169 81101 15125 73348 7753 7753 MISCELLANEOUS 900099 55770 55770 55770 10501873 4665608 0 318468 477539 124071 353468 5389225 4693693 251909 443623 142706 117848 9320 15538 1376933 1153821 121758 101354 103829 86466 9918 7445 2888 2888 29165 29165 85668 85668 4998 4998 471833 358097 82387 31349 897415 873334 24081 126659 104510 11546 10603 283515 178207 105308 145941 57669 42207 46065 32409 32409 62665 62665 65237 6332 58905 CONDUCTORS AND GUEST AR 1074851 1074851 0 0 RENTALS 561176 559724 1452 0 OTHER 130366 68351 57723 4292 CREDIT CARD FEES 119972 105537 0 14435 102623 62215 25 40383 11687613 9624726 1238051 824836 264183 280138 560868 100915 831306 961577 151068 438532 188 1160 213589 258468 1820454 1419904 433892 400550 680787 579500 1562734 1569175 11489290 11491641 16187905 16081656 619986 914899 2588452 2577926 244185 157115 200000 700000 0 536000 3652623 4885940 X -3127168 -3127945 6327417 5064475 9335033 9259186 12535282 11195716 16187905 16081656 X -1185740 -156171 2345 X X 0 1 X 1 0 X 5574337 4984851 4777564 6217007 5594963 27148722 3726962 3800420 3882106 4531242 4665608 20606338 9301299 8785271 8659670 10748249 10260571 47755060 0 0 0 47755060 304668 198276 112154 100696 95776 811570 304668 198276 112154 100696 95776 811570 202602 115216 33535 138373 55770 545496 9808569 9098763 8805359 10987318 10412117 49112126 0.97240 0.96650 0.01650 0.01800 X 2243521 12500 93776 201122 2148675 2450867 12500 200559 420405 2243521 4319285 18500 97950 1984868 2450867 5634753 50298 -229706 1136060 4319285 5821430 13100 868675 1068452 5634753 0.00710 0.99290 0.00000 0 0 150000 150000 661938 555313 106625 1008516 864591 143925 400550 TIFF FUND 1569175 F 1569175 INTEREST IN NET ASSETS OF RPO FUND, INC. 11490713 INTEREST RECEIVABLE 928 11491641 NOTE PAYABLE TO ROCHESTER PHILHARMONIC ORCHESTRA FUND, INC. 536000 536000 10414052 -156171 -156171 10570223 4998 -73348 -68350 10501873 11755963 73348 73348 11682615 4998 4998 11687613 PART V, LINE 4: THE ENDOWMENT CONTAINS BOTH DONOR RESTRICTED FUNDS, AS WELL AS AMOUNTS THAT ARE UNRESTRICTED BY THE DONOR THAT THE BOARD HAS CHOSEN TO INVEST IN ITS ENDOWMENT FOR FUTURE NEEDS. THE INVESTMENT OBJECTIVES OF THE ORCHESTRA'S ENDOWMENT ARE THE ACHIEVEMENT OF LONG-TERM GROWTH, PRESERVATION OF THE INVESTMENT AND THE GENERATION OF RETURNS THAT EXCEED THE LONG-TERM RATE OF INFLATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE -73,348. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 73,348. X X X X X X X 1 BENNETT DIRECT 231 EAST BUFFALO ST SUITE 200 MILWAUKEE WI 53202 FUNDRAISING 0 235332 85668 24081 235332 85668 24081 NY CONCERT ON THE GREEN 45055 45055 18432 12055 OPENING NIGHT GALA 42466 42466 25091 10022 1 8705 15125 -6420 4803 2945 96226 15125 81101 48326 25022 73348 7753 X 1 1 X X X 0 0 0 0 0 0 0 0 0 WARD STARE MUSIC DIRECTOR 226050 0 0 0 0 0 6782 0 4740 0 237572 0 0 0 JEFF TYZIK POPS CONDUCTOR 177322 0 0 0 0 0 5320 0 8474 0 191116 0 0 0 RALPH P CRAVISO FORMER PRESIDENT AND CEO 125467 0 0 0 0 0 0 0 0 0 125467 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 SUBSEQUENT TO AUGUST 31, 2018, THE ORCHESTRA'S BOARD OF TRUSTEES APPROVED A CHANGE IN THE ORCHESTRA'S BY-LAWS, MOVING FROM THE CURRENT MEMBERSHIP MODEL TO A BOARD GOVERNED MODEL. ADDITIONALLY, THE ORCHESTRA'S BOARD OF TRUSTEES APPROVED A CHANGE IN THE ORCHESTRA'S FISCAL YEAR-END FROM AUGUST 31 TO JUNE 30. FORM 990, PART VI, SECTION A, LINE 6 THE RPO HAS A MEMBERSHIP, CONSISTENT WITH ITS BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS OF THE RPO REQUIRES THE MEMBERSHIP TO VOTE TO ELECT THE BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE BYLAWS ARE VOTED ON BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE BOARD OF DIRECTORS REVIEWED THE 990. A PUBLIC DISCLOSURE COPY WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND CONSIDERATION. THE PUBLIC DISCLOSURE COPY EXCLUDES DONOR NAMES AND ADDRESSES AS SOME OF THE ORCHESTRA'S DONORS WISH TO REMAIN ANONYMOUS AND THE ORCHESTRA IS RESPECTING THEIR WISHES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS ARE DISCLOSED AND REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS DATA OF PRESIDENT & CEO COMPENSATION FOR OTHER SIMILAR ORGANIZATIONS AND USES THIS BENCHMARKING INFORMATION TO DETERMINE A COMPENSATION PACKAGE. ONCE THE BOARD HAS PUT TOGETHER A COMPENSATION PACKAGE BOARD APPROVAL IS THEN OBTAINED. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE UPON REQUEST AT 108 EAST AVENUE, ROCHESTER, NEW YORK 14604. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF RPO FUND, INC. 2,345. FORM 990, PART XII, LINE 2C THE ORCHESTRA HAS NOT CHANGED THEIR PROCESSES OR PROCEDURES FROM THE PRIOR YEAR. RPO FUND INC 108 EAST AVENUE ROCHESTER NY 14604 222142389 SUPPORT OF RPO NY 501(C)(3) PF N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0