2019-01-14T14:35:01-06:00 2018-08-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2017-09-01 310537080 CINCINNATI SYMPHONY ORCHESTRA CINC 5136211919 1241 ELM STREET CINCINNATI OH 452027531 RICHARD FRESHWATER VICE PRESIDENT AND CFO 5136211919 2019-01-14 1 MAXWELL M SULLIVAN CPA P01679066 5132413111 2019-01-14 74.121.64.251 2019-01-14 13:25:17 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BA85DB6E1AAB0DBE88F28465BC823B76859A9B68 2017 2019-02-21 02:37:17Z JONATHAN MARTIN 1241 ELM STREET CINCINNATI OH 452027531 80906171 0 X HTTP://CINCINNATISYMPHONY.ORG X 1894 OH TO SEEK AND SHARE INSPIRATION. 71 70 526 250 0 29645 20910654 18811126 8956349 10498300 8993779 4672265 -14855 12317 38845927 33994008 0 0 0 0 20234124 21393995 56710 55768 1549058 11090962 10068571 31381796 31518334 7464131 2475674 209357129 226173191 8039549 11961954 201317580 214211237 THE MISSION OF THE CINCINNATI SYMPHONY ORCHESTRA IS TO SEEK AND SHARE INSPIRATION. 0 0 26836161 10498300 ORCHESTRA CONCERTS OF CLASSICAL WORKS (40), POPS (22), CHAMBER (4), YOUTH AND EDUCATIONAL (55), AND OTHER CONCERTS (126). ADDITIONALLY, THE ORCHESTRA PROVIDES SERVICES TO THE CINCINNATI OPERA (21), CINCINNATI MAY FESTIVAL (4), AND THE CINCINNATI BALLET (32). THROUGH ALL PROGRAM SERVICES OF THE ORCHESTRA THE TOTAL NUMBER OF ARTS PATRONS SERVED WAS 311,875. 26836161 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 152 0 1 526 1 1 1 0 0 0 0 1 1 0 0 0 0 X 71 70 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X RICHARD FRESHWATER 5137443306 1241 ELM STREET CINCINNATI OH 452027531 JESSICA ADELMAN DIRECTOR 0.50 X 0 0 0 LARS ANDERSON DIRECTOR 0.50 X 0 0 0 RANDI BELLNER DIRECTOR 0.50 X 0 0 0 DEAN LOUIS BILIONIS DIRECTOR 0.50 X 0 0 0 REBECCA BOLCE DIRECTOR 0.50 X 0 0 0 CRAIG BUCHHOLZ DIRECTOR 0.50 X 0 0 0 OTTO M BUDIG JR TREASURER 0.50 X X 0 0 0 HAROLD BYERS DIRECTOR 0.50 X 0 0 0 MICHAEL CIOFFI DIRECTOR 0.50 X 0 0 0 CHRISTOPHER C COLE DIRECTOR 0.50 X 0 0 0 KELLY DEHAN DIRECTOR 0.50 X 0 0 0 DENNIS DERN DIRECTOR 0.50 X 0 0 0 DIANNE DUNKELMAN DIRECTOR 0.50 X 0 0 0 ALBERTO ESPAY DIRECTOR 0.50 X 0 0 0 SHAUN ETHIER DIRECTOR 0.50 X 0 0 0 DWIGHT FERRELL DIRECTOR 0.50 X 0 0 0 THOMAS CHARLES GARBER DIRECTOR 0.50 X 0 0 0 JANE GARVEY DIRECTOR 0.50 X 0 0 0 L TIMOTHY GIGLIO DIRECTOR 0.50 X 0 0 0 JOSEPH W HAGIN DIRECTOR 0.50 X 0 0 0 PATTI HELDMAN DIRECTOR 0.50 X 0 0 0 FRANCIE S HILTZ CHAIR 0.50 X X 0 0 0 BRADLEY HUNKLER DIRECTOR 0.50 X 0 0 0 STEPHEN JOFFE DIRECTOR 0.50 X 0 0 0 LOIS JOLSON DIRECTOR 0.50 X 0 0 0 PETER EDWARD KOENIG DIRECTOR 0.50 X 0 0 0 MARVIN KOLODZIK DIRECTOR 0.50 X 0 0 0 DEAN PETER LANDGREN DIRECTOR 0.50 X 0 0 0 JOHN T LAWRENCE III DIRECTOR 0.50 X 0 0 0 WENDY LEA DIRECTOR 0.50 X 0 0 0 PATRICIA G LINNEMANN DIRECTOR 0.50 X 0 0 0 MARK LUEGERING DIRECTOR 0.50 X 0 0 0 TIMOTHY J MALONEY DIRECTOR 0.50 X 0 0 0 BRUCE MCCLUNG DIRECTOR 0.50 X 0 0 0 ROBERT W MCDONALD SECRETARY 0.50 X X 0 0 0 BERNARD MCKAY DIRECTOR 0.50 X 0 0 0 SUSAN MCPARTLIN DIRECTOR 0.50 X 0 0 0 JOHN MOORE DIRECTOR 0.50 X 0 0 0 ANNE MULDER DIRECTOR 0.50 X 0 0 0 DEAN ELIZABETH REITZ MULLENIX DIRECTOR 0.50 X 0 0 0 C CHRISTOPHER MUTH DIRECTOR 0.50 X 0 0 0 ERIC VINCENT OLIVER DIRECTOR 0.50 X 0 0 0 MARILYN J OSBORN DIRECTOR 0.50 X 0 0 0 THIENTHANH PHAM DIRECTOR 0.50 X 0 0 0 STEVE PHILLIPS DIRECTOR 0.50 X 0 0 0 AFTAB PUREVAL DIRECTOR 0.50 X 0 0 0 THOMAS H QUINN JR DIRECTOR 0.50 X 0 0 0 SANDRA RIVERS DIRECTOR 0.50 X 0 0 0 JACK ROUSE DIRECTOR 0.50 X 0 0 0 ANN H SANTEN DIRECTOR 0.50 X 0 0 0 ROSEMARY SCHLACHTER DIRECTOR 0.50 X 0 0 0 PAMELA SCHMITT DIRECTOR 0.50 X 0 0 0 DENNIS SCHOFF DIRECTOR 0.50 X 0 0 0 DRUANNE FRANCE SCHUELER DIRECTOR 0.50 X 0 0 0 EDGAR L SMITH JR DIRECTOR 0.50 X 0 0 0 KEN L STONE DIRECTOR 0.50 X 0 0 0 THEORDORE W STRIKER DIRECTOR 0.50 X 0 0 0 GERALDINE B WARNER DIRECTOR 0.50 X 0 0 0 WARREN WEBER DIRECTOR 0.50 X 0 0 0 DIANE WEST DIRECTOR 0.50 X 0 0 0 SHEILA WILLIAMS DIRECTOR 0.50 X 0 0 0 STACEY GLEN WOOLLEY DIRECTOR 0.50 X 119953 0 13343 TRISH E BRYAN III DIRECTOR EMERITUS 0.50 X 0 0 0 BLAIR FLEISCHMANN III DIRECTOR EMERITUS 0.50 X 0 0 0 SUSAN S FRIEDLANDER DIRECTOR EMERITUS 0.50 X 0 0 0 JOSEPH W HIRSCHHORN DIRECTOR EMERITUS 0.50 X 0 0 0 SPENCER LILES DIRECTOR EMERITUS 0.50 X 0 0 0 EDYTH B LINDNER DIRECTOR EMERITUS 0.50 X 0 0 0 JAMES B REYNOLDS DIRECTOR EMERITUS 0.50 X 0 0 0 THOMAS STEGMAN DIRECTOR EMERITUS 0.50 X 0 0 0 RANDOLPH L WADSWORTH DIRECTOR EMERITUS 0.50 X 0 0 0 ARTHUR M DEVEY III PAST PRESIDENT 44.00 X 155785 18769 21121 RICHARD FRESHWATER VICE PRESIDENT & CFO 30.00 X 157386 36581 18775 MICHAEL SMITH VP PROJECT DEVELOP DIRECTO 25.00 X 124542 192989 37971 JONATHAN MARTIN PRESIDENT 40.00 X 119784 10817 4048 TIMOTHY LEES CONCERTMASTER 40.00 X 284529 0 23817 ROBERT MCGRATH VP AND GENERAL MANAGER 40.00 X 180289 0 21389 JOHN RUSSELL POPS CONDUCTOR 40.00 X 234346 0 33276 ELIZABETH FREIMUTH PRINCIPAL FRENCH HORN 40.00 X 190316 0 24678 MARY MCFADDEN LAWSON VP OF PHILANTHROPY 40.00 X 226988 0 24599 1793918 259156 223017 102 0 1 0 LOUIS LANGREE 1241 ELM ST CINCINNATI OH 45202 MUSIC DIRECTOR 589474 OPUS 3 ARTISTS LLC 470 PARK AVE SOUTH 9TH FL NORTH NEW YORK NY 10016 ARTIST MANAGEMENT 122534 WILLIAMSON ROBINSON JR DBA BERTAM PUBLI 18034 VENTURA BLVD 299 ENCINO CA 91316 ARTIST MANAGEMENT 102000 3 234674 2565000 565304 15446148 588380 18811126 CONCERTS AND OTHER ORCHESTRA INCO 711130 10498300 10498300 10498300 2946524 2946524 48433960 46708219 1725741 1725741 1725741 216261 234674 203944 12317 12317 33994008 10498300 0 4684582 746951 645053 70702 31196 16430942 14137584 1607093 686265 783074 725197 35817 22060 2220584 1934595 171333 114656 1212444 1039763 101263 71418 114451 114451 46538 46538 55768 55768 2572789 2521342 48706 2741 1315383 1201559 62566 51258 313445 81908 69854 161683 120786 69656 51130 692426 536496 124139 31791 106354 61045 44490 819 107052 48932 39231 18889 888816 878590 8311 1915 197335 55406 141929 PERFORMANCE COSTS 1935269 1935269 POSTAGE, SHIPPING, PRIN 343890 290552 23319 30019 FELLOWSHIP EXPENSES 314304 314304 REPAIRS AND MAINTENANCE 283446 83845 199601 716287 275065 172642 268580 31518334 26836161 3133115 1549058 951820 312546 2342877 13239123 12423312 9423924 1750777 1752443 1457555 1536669 28004868 18017275 10588039 9987593 179842749 189920893 209357129 226173191 2009409 1815695 4644152 4829906 1385988 5316353 8039549 11961954 X 58999777 66486524 30807845 34532719 111509958 113191994 201317580 214211237 209357129 226173191 2475674 10417983 0 X X 0 1 X 1 0 X 40260367 45934158 23094910 20910654 18811126 149011215 40260367 45934158 23094910 20910654 18811126 149011215 29775176 119236039 1179385 1934754 2425700 2410791 2946524 10897154 143014 126596 115387 12317 397314 160305683 54882268 0.74380 0.74960 X 168564000 557054 14609561 3611131 300693 179818791 153589080 1564605 16567624 2860280 297029 168564000 144665331 3033082 8557520 2389383 277470 153589080 122176735 28094964 -3997288 1278771 330309 144665331 86748670 24335242 12786419 1484813 208783 122176735 0.23250 0.62950 0.13810 1 0 284400 284400 20822359 12287188 8535171 929442 929442 0 5327711 4352896 974815 640956 447749 193207 9987593 OTHER 214043 CHARITABLE GIFT ANNUITY LIABILITY 383868 INTERCOMPANY 4718442 5316353 X 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. X 1 BENET DIRECT PO BOX 0015 MILWAUKEE WI 53201 TELEFUNDING 0 164961 55768 109193 164961 55768 109193 OH KY SEASON OPENING GALA 387844 204484 183360 3405 63563 105853 PARTIES OF NOTE 44291 15412 28879 2567 1 18800 14778 4022 1275 4825 2500 19956 450935 234674 216261 4680 68388 2500 128376 203944 12317 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION CONTRACTED WITH A TELEFUNDING COMPANY TO SOLICIT CONTRIBUTIONS. X X X X X 0 0 0 0 0 0 0 0 0 ARTHUR M DEVEY III PAST PRESIDENT 155785 18769 0 0 0 0 11397 1373 7453 898 174635 21040 0 0 RICHARD FRESHWATER VICE PRESIDENT & CFO 132386 36581 25000 0 0 0 7943 2195 6767 1870 172096 40646 0 0 MICHAEL SMITH VP PROJECT DEVELOP DIRECTO 124542 124542 0 68447 0 0 9963 9963 9022 9023 143527 211975 0 0 TIMOTHY LEES CONCERTMASTER 284529 0 0 0 0 0 0 0 23817 0 308346 0 0 0 ROBERT MCGRATH VP AND GENERAL MANAGER 155289 0 25000 0 0 0 6211 0 15178 0 201678 0 0 0 JOHN RUSSELL POPS CONDUCTOR 234346 0 0 0 0 0 15548 0 17728 0 267622 0 0 0 ELIZABETH FREIMUTH PRINCIPAL FRENCH HORN 190316 0 0 0 0 0 0 0 24678 0 214994 0 0 0 MARY MCFADDEN LAWSON VP OF PHILANTHROPY 166988 0 60000 0 0 0 6680 0 17919 0 251587 0 0 0 X 52 588380 STOCK EXCHANGE VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C BOARD 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 15 WITHIN 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 19 THE 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED. MUSIC AND EVENT MANAGMENT INC 1241 ELM STREET CINCINNATI OH 452027531 311378179 MANAGEMENT SERVICES FOR MUSIC FESTIVALS AND OTHER COMMUNITY EVENTS OH 501(C)(3) 509(A)(2) CINCINNATI SYMPHONY ORCHESTRA 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 MUSIC AND EVENT MANAGEMENT INC C 2565000 FAIR MARKET VALUE