CINCINNATI SYMPHONY ORCHESTRA: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CINCINNATI SYMPHONY ORCHESTRA (EIN 31-0537080)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-01-12
- IRS object ID
- 201800129349301215
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-12T15:02:56-06:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 East 4th Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINCINNATI SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CINC | BusinessNameControlTxt |
| Phone | 5136211919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 elm street | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452027531 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | richard freshwater | PersonNm |
| Person Title | Vice President and CFO | PersonTitleTxt |
| Phone | 5136211919 | PhoneNum |
| Signature | 2018-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jane E Pfeifer | PreparerPersonNm |
| PTIN | P00014949 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2018-01-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.62.104.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-12 | IPDt |
| IP Tm | 10:04:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A179337D42813462D6C3CA42B6BCA8787F5A620 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jonathan Martin | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 elm street | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452027531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $124,306,751 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://CINCINNATISYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1894 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | to seek and share inspiration. | ActivityOrMissionDesc |
| Voting Members Governing Body | 75 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 74 | VotingMembersIndependentCnt |
| Total Employee | 512 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,094,910 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,910,654 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,306,141 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,956,349 | CYProgramServiceRevenueAmt |
| PY Investment Income | $997,511 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,993,779 | CYInvestmentIncomeAmt |
| PY Other Revenue | $115,387 | PYOtherRevenueAmt |
| CY Other Revenue | -$14,855 | CYOtherRevenueAmt |
| PY Total Revenue | $33,513,949 | PYTotalRevenueAmt |
| CY Total Revenue | $38,845,927 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,220,767 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,234,124 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $36,986 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $56,710 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,388,189 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,583,066 | PYOtherExpensesAmt |
| CY Other Expenses | $11,090,962 | CYOtherExpensesAmt |
| PY Total Expenses | $29,840,819 | PYTotalExpensesAmt |
| CY Total Expenses | $31,381,796 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,673,130 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,464,131 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $195,062,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $209,357,129 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,119,244 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,039,549 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $186,942,901 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $201,317,580 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Cincinnati Symphony Orchestra is to seek and share inspiration. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,299,699 | ExpenseAmt |
| Revenue | $8,956,349 | RevenueAmt |
| Desc | ORCHESTRA CONCERTS OF CLASSICAL WORKS (39), POPS (24), CHAMBER (4), YOUTH AND EDUCATIONAL (80), AND OTHER CONCERTS (163). ADDITIONALLY, THE ORCHESTRA PROVIDES SERVICES TO THE CINCINNATI OPERA (16), Cincinnati MAY FESTIVAL (4), and the CINCINNATI BALLET (25). THROUGH ALL PROGRAM SERVICES OF THE ORCHESTRA THE TOTAL NUMBER OF ARTS PATRONS SERVED WAS 357,324. | Desc |
| Total Program Service Expenses | $27,299,699 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 139 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 512 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 75 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 74 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | richard freshwater | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137443306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 elm street | AddressLine1Txt |
| City | cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452027531 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (83 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Jessica Adelman | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Lars Anderson | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Barclay | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| randi bellner | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAUL M BOOTH | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| otto m budig jr | |||||||
| Treasurer | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| harold byers | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Myra Chabut | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER C COLE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER G COURLAS | |||||||
| DIRECtor | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALVIN H CRAWFORD | |||||||
| DIREctor | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Dennis Dern | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DIANNE DUNKELMAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| shaun ethier | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS CHARLES GARBER | |||||||
| DIRECtor | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JANE GARVEY | |||||||
| DIRector | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| l timothy giglio | |||||||
| DIRector | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH W HAGIN | |||||||
| DIREctor | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CAROL C HAKE | |||||||
| DIREctor | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATTI HELDMAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Francie S Hiltz | |||||||
| Chair | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Sandra Joffe | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Lois Jolson | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| peter edward koenig | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Marvin Kolodzik | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Dean Peter Landgren | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| John T Lawrence III | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WENDY LEA | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA G LINNEMANN | |||||||
| DIREctor | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| mark luegering | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY J MALONEY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| bruce mcclung | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Robert W McDonald | |||||||
| secretary | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Bernard McKay | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Susan McPartlin | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| anne mulder | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Dean Elizabeth Reitz Mullenix | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Stephen R Mullin | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| C Christopher Muth | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Eric Vincent oliver | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Marilyn J Osborn | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| thienthanh pham | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| thomas h quinn jr | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Rivers | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Dianne M Rosenberg | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Jack Rouse | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Ann H Santen | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Rosemary Schlachter | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| pamela schmitt | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| dennis schoff | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| james schwab | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Pamela Scott | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Edgar L Smith Jr | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| William D Stenger | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ken l stone | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| theordore w striker | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Wagner | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Geraldine B Warner | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Warren Weber | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Diane West | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Sheila Williams | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Stacey Glen Woolley | |||||||
| Director | 0.50 | Yes (X) | $119,252 | $0 | $12,824 | ||
| Tyrone K Yates | |||||||
| director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Xiaojie Zavon | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Trish E Bryan III | |||||||
| director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Blair Fleischmann | |||||||
| director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Susan S Friedlander | |||||||
| director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Joseph W Hirschhorn | |||||||
| Director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| spencer liles | |||||||
| Director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Edyth B Lindner | |||||||
| Director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| J Marvin Quin | |||||||
| Director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| James B Reynolds | |||||||
| Director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Stegman | |||||||
| director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Walker | |||||||
| director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Randolph L Wadsworth | |||||||
| director Emeritus | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR M devey III | |||||||
| president | 44.00 | $519,627 | $21,602 | $42,914 | Yes (X) | ||
| richard freshwater | |||||||
| vice president & cfo | 30.00 | $133,683 | $54,342 | $17,587 | Yes (X) | ||
| michael smith | |||||||
| vp project develop directo | 25.00 | $121,771 | $327,971 | $35,552 | Yes (X) | ||
| timothy lees | |||||||
| Concertmaster | 40.00 | $271,221 | $0 | $22,202 | Yes (X) | ||
| Robert McGrath | |||||||
| VP and General Manager | 40.00 | $226,393 | $0 | $20,044 | Yes (X) | ||
| John Russell | |||||||
| Pops Conductor | 40.00 | $200,819 | $0 | $31,771 | Yes (X) | ||
| Elizabeth freimuth | |||||||
| Principal French Horn | 40.00 | $183,049 | $0 | $23,195 | Yes (X) | ||
| Sherri Prentiss | |||||||
| vp of marketing | 40.00 | $173,119 | $0 | $16,745 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,948,934 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $403,915 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $222,834 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 97 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Louis Langree | |||||
| 1241 Elm St | Cincinnati | OH | 45202 | Music Director | $508,733 |
| Opus 3 Artists LLC | |||||
| 470 Park Ave South 9th Fl North | New york | NY | 10016 | Artist Management | $265,650 |
| William Morris Endeaver Entertainment LL | |||||
| 9601 wilshire blvd | beverly hills | CA | 90210 | Artist Management | $187,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $144,634 | FundraisingAmt |
| Related Organizations | $4,822,991 | RelatedOrganizationsAmt |
| Government Grants | $565,800 | GovernmentGrantsAmt |
| All Other Contributions | $15,377,229 | AllOtherContributionsAmt |
| Noncash Contributions | $517,822 | NoncashContributionsAmt |
| Total Contributions | $20,910,654 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | concerts and other Orchestra Inco | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $8,956,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,956,349 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,956,349 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,410,791 | TotalRevenueColumnAmt |
| Exclusion | $2,410,791 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,950,334 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,367,346 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,582,988 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,582,988 | TotalRevenueColumnAmt |
| Exclusion | $6,582,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $78,623 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $144,634 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $93,478 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,855 | TotalRevenueColumnAmt |
| Exclusion | -$14,855 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,845,927 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,956,349 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,978,924 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,145,331 | TotalAmt |
| Program Services | $1,874,826 | ProgramServicesAmt |
| Management And General | $183,383 | ManagementAndGeneralAmt |
| Fundraising | $87,122 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,131,861 | TotalAmt |
| Program Services | $12,349,971 | ProgramServicesAmt |
| Management And General | $1,207,993 | ManagementAndGeneralAmt |
| Fundraising | $573,897 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,786,414 | TotalAmt |
| Program Services | $2,428,647 | ProgramServicesAmt |
| Management And General | $230,580 | ManagementAndGeneralAmt |
| Fundraising | $127,187 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,518 | TotalAmt |
| Program Services | $1,013,772 | ProgramServicesAmt |
| Management And General | $88,102 | ManagementAndGeneralAmt |
| Fundraising | $68,644 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,219 | TotalAmt |
| Management And General | $38,219 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,914 | TotalAmt |
| Management And General | $42,914 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,710 | TotalAmt |
| Fundraising | $56,710 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,433,218 | TotalAmt |
| Program Services | $3,232,065 | ProgramServicesAmt |
| Management And General | $185,428 | ManagementAndGeneralAmt |
| Fundraising | $15,725 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,190,348 | TotalAmt |
| Program Services | $1,190,348 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,306 | TotalAmt |
| Program Services | $19,372 | ProgramServicesAmt |
| Management And General | $29,208 | ManagementAndGeneralAmt |
| Fundraising | $726 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,253 | TotalAmt |
| Program Services | $630,702 | ProgramServicesAmt |
| Management And General | $121,338 | ManagementAndGeneralAmt |
| Fundraising | $42,213 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,138 | TotalAmt |
| Program Services | $65,390 | ProgramServicesAmt |
| Management And General | $6,370 | ManagementAndGeneralAmt |
| Fundraising | $378 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,458 | TotalAmt |
| Program Services | $48,906 | ProgramServicesAmt |
| Management And General | $109,696 | ManagementAndGeneralAmt |
| Fundraising | $11,856 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,591 | TotalAmt |
| Management And General | $38,591 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864,362 | TotalAmt |
| Program Services | $864,362 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,045 | TotalAmt |
| Program Services | $35,324 | ProgramServicesAmt |
| Management And General | $138,618 | ManagementAndGeneralAmt |
| Fundraising | $8,103 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| performance costs | $1,540,627 | $1,540,627 | ||
| Postage, Shipping, Prin | $313,095 | $256,673 | $23,422 | $33,000 |
| repairs and maintenance | $227,997 | $113,644 | $95,920 | $18,433 |
| Bank and credit card fe | $159,586 | $151,180 | $8,406 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,973,805 | TotalAmt |
| Program Services | $1,635,070 | ProgramServicesAmt |
| Management And General | $2,946 | ManagementAndGeneralAmt |
| Fundraising | $335,789 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,381,796 | TotalAmt |
| Program Services | $27,299,699 | ProgramServicesAmt |
| Management And General | $2,693,908 | ManagementAndGeneralAmt |
| Fundraising | $1,388,189 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,900 | BOYAmt |
| EOY | $951,820 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,321,473 | BOYAmt |
| EOY | $2,342,877 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,385,028 | BOYAmt |
| EOY | $12,423,312 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,321 | BOYAmt |
| EOY | $1,750,777 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,356 | BOYAmt |
| EOY | $1,457,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,716,555 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,128,516 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,092,288 | BOYAmt |
| EOY | $10,588,039 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,802,779 | BOYAmt |
| EOY | $179,842,749 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,062,145 | BOYAmt |
| EOY | $209,357,129 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,470,526 | BOYAmt |
| EOY | $2,009,409 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,698,797 | BOYAmt |
| EOY | $4,644,152 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,350,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,599,921 | BOYAmt |
| EOY | $1,385,988 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,119,244 | BOYAmt |
| EOY | $8,039,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,554,366 | BOYAmt |
| EOY | $58,999,777 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,365,857 | BOYAmt |
| EOY | $30,807,845 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,022,678 | BOYAmt |
| EOY | $111,509,958 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,942,901 | BOYAmt |
| EOY | $201,317,580 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,062,145 | BOYAmt |
| EOY | $209,357,129 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,464,131 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,910,548 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,237,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,260,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,934,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,094,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,910,654 | CurrentTaxYearAmt |
| Total | $163,437,590 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,237,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,260,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,934,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,094,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,910,654 | CurrentTaxYearAmt |
| Total | $163,437,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,886,401 | SubstantialContributorsTotAmt |
| Public Support Total170 | $129,551,189 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $842,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,179,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,934,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,425,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,410,791 | CurrentTaxYearAmt |
| Total | $8,793,382 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,387 | CurrentTaxYearMinus1YearAmt |
| Total | $597,732 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $172,828,704 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $52,039,834 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,589,080 | BeginningYearBalanceAmt |
| Contributions | $1,564,605 | ContributionsAmt |
| Investment Earnings Or Losses | $16,567,624 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,860,280 | OtherExpendituresAmt |
| Administrative Expenses | $297,029 | AdministrativeExpensesAmt |
| End Year Balance | $168,564,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,665,331 | BeginningYearBalanceAmt |
| Contributions | $3,033,082 | ContributionsAmt |
| Investment Earnings Or Losses | $8,557,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,389,383 | OtherExpendituresAmt |
| Administrative Expenses | $277,470 | AdministrativeExpensesAmt |
| End Year Balance | $153,589,080 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,176,735 | BeginningYearBalanceAmt |
| Contributions | $28,094,964 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,997,288 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,278,771 | OtherExpendituresAmt |
| Administrative Expenses | $330,309 | AdministrativeExpensesAmt |
| End Year Balance | $144,665,331 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,748,670 | BeginningYearBalanceAmt |
| Contributions | $24,335,242 | ContributionsAmt |
| Investment Earnings Or Losses | $12,786,419 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,484,813 | OtherExpendituresAmt |
| Administrative Expenses | $208,783 | AdministrativeExpensesAmt |
| End Year Balance | $122,176,735 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,382,411 | BeginningYearBalanceAmt |
| Contributions | $13,307,432 | ContributionsAmt |
| Investment Earnings Or Losses | $6,589,874 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,387,812 | OtherExpendituresAmt |
| Administrative Expenses | $143,235 | AdministrativeExpensesAmt |
| End Year Balance | $86,748,670 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22710 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $284,400 | OtherCostOrOtherBasisAmt |
| Book Value | $284,400 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,822,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,675,002 | DepreciationAmt |
| Book Value | $9,147,357 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $929,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $929,442 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,069,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,098,547 | DepreciationAmt |
| Book Value | $970,453 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $611,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $425,525 | DepreciationAmt |
| Book Value | $185,829 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,588,039 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER | $424,823 |
| charitable gift annuity liability | $312,830 |
| intercompany | $4,674 |
| Due to/Due From related party | $643,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,385,988 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | benet direct | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 0015 | AddressLine1Txt |
| City | milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | telefunding | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $155,723 | GrossReceiptsAmt |
| Retained By Contractor | $56,710 | RetainedByContractorAmt |
| Net To Organization | $99,013 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $155,723 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $56,710 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $99,013 | TotalNetToOrganizationAmt |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Season opening gala | Event1Nm |
| Gross Receipts Event1 | $162,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $135,475 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,275 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,441 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $32,130 | OtherDirectExpensesEvent1Amt |
| Event2 | PARTIES OF NOTE | Event2Nm |
| Gross Receipts Event2 | $32,383 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $32,383 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $7,024 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $28,124 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,159 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $18,965 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $528 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $6,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,855 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $223,257 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $144,634 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $78,623 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $31,969 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,009 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $93,478 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,855 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b, Column (v) | FormAndLineReferenceDesc |
| Explanation | The organization contracted with a telefunding company to solicit contributions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR M devey III | ||||||||||||||
| president | $309,627 | $21,602 | $210,000 | $0 | $0 | $0 | $25,800 | $1,800 | $14,315 | $999 | $559,742 | $24,401 | $0 | $0 |
| richard freshwater | ||||||||||||||
| vice president & cfo | $108,683 | $54,342 | $25,000 | $0 | $0 | $0 | $6,521 | $3,260 | $5,204 | $2,602 | $145,408 | $60,204 | $0 | $0 |
| michael smith | ||||||||||||||
| vp project develop directo | $121,771 | $121,771 | $0 | $206,200 | $0 | $0 | $9,742 | $9,742 | $8,034 | $8,034 | $139,547 | $345,747 | $0 | $0 |
| timothy lees | ||||||||||||||
| Concertmaster | $271,221 | $0 | $0 | $0 | $0 | $0 | $6,124 | $0 | $16,078 | $0 | $293,423 | $0 | $0 | $0 |
| Robert McGrath | ||||||||||||||
| VP and General Manager | $151,393 | $0 | $75,000 | $0 | $0 | $0 | $6,056 | $0 | $13,988 | $0 | $246,437 | $0 | $0 | $0 |
| John Russell | ||||||||||||||
| Pops Conductor | $200,819 | $0 | $0 | $0 | $0 | $0 | $15,442 | $0 | $16,329 | $0 | $232,590 | $0 | $0 | $0 |
| Elizabeth freimuth | ||||||||||||||
| Principal French Horn | $183,049 | $0 | $0 | $0 | $0 | $0 | $6,266 | $0 | $16,929 | $0 | $206,244 | $0 | $0 | $0 |
| Sherri Prentiss | ||||||||||||||
| vp of marketing | $148,119 | $0 | $25,000 | $0 | $0 | $0 | $8,887 | $0 | $7,858 | $0 | $189,864 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $517,822 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock exchange value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Board of Overseers. |
| Form 990, Part IX, line 11g | Artist Fees and Expenses: Program service expenses 2,622,590. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,622,590. Other: Program service expenses 609,475. Management and general expenses 185,428. Fundraising expenses 15,725. Total expenses 810,628. |
| Form 990, Part XII, Line 2C: | The process has not changed. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | music and event managment inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 elm street | AddressLine1Txt |
| City | cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452027531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311378179 | EIN |
| Primary Activities | management services for music festivals and other community events | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(2) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | cincinnati symphony orchestra | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Music and Event Management Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $4,822,991 | InvolvedAmt |
| Method Of Amount Determination | Fair Market Value | MethodOfAmountDeterminationTxt |
Comments