2018-01-12T15:02:56-06:00 2017-08-31 310800053 CLARK SCHAEFER HACKETT & CO 1 East 4th Street Cincinnati OH 45202 990 2016-09-01 310537080 CINCINNATI SYMPHONY ORCHESTRA CINC 5136211919 1241 elm street CINCINNATI OH 452027531 richard freshwater Vice President and CFO 5136211919 2018-01-12 1 Jane E Pfeifer P00014949 5132413111 2018-01-12 74.62.104.2 2018-01-12 10:04:13 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5A179337D42813462D6C3CA42B6BCA8787F5A620 2016 2021-01-29 14:40:06Z Jonathan Martin 1241 elm street CINCINNATI OH 452027531 124306751 0 X http://CINCINNATISYMPHONY.ORG X 1894 OH to seek and share inspiration. 75 74 512 250 0 0 23094910 20910654 9306141 8956349 997511 8993779 115387 -14855 33513949 38845927 0 0 0 0 20220767 20234124 36986 56710 1388189 9583066 11090962 29840819 31381796 3673130 7464131 195062145 209357129 8119244 8039549 186942901 201317580 The mission of the Cincinnati Symphony Orchestra is to seek and share inspiration. 0 0 27299699 8956349 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. 27299699 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 1 139 0 1 512 1 0 0 0 0 0 1 1 0 0 0 0 X 75 74 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 Kathleen Barclay director 0.50 X 0 0 0 randi bellner director 0.50 X 0 0 0 PAUL M BOOTH 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 Myra Chabut director 0.50 X 0 0 0 CHRISTOPHER C COLE DIRECTOR 0.50 X 0 0 0 PETER G COURLAS DIRECtor 0.50 X 0 0 0 ALVIN H CRAWFORD 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 shaun ethier 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 CAROL C HAKE 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 Sandra 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 anne mulder director 0.50 X 0 0 0 Dean Elizabeth Reitz Mullenix Director 0.50 X 0 0 0 Stephen R Mullin 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 thomas h quinn jr director 0.50 X 0 0 0 Sandra Rivers Director 0.50 X 0 0 0 Dianne M Rosenberg 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 james schwab director 0.50 X 0 0 0 Pamela Scott director 0.50 X 0 0 0 Edgar L Smith Jr Director 0.50 X 0 0 0 William D Stenger 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 Patricia Wagner 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 119252 0 12824 Tyrone K Yates director 0.50 X 0 0 0 Xiaojie Zavon Director 0.50 X 0 0 0 Trish E Bryan III director Emeritus 0.50 X 0 0 0 Blair Fleischmann 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 J Marvin Quin 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 Nancy Walker director Emeritus 0.50 X 0 0 0 Randolph L Wadsworth director Emeritus 0.50 X 0 0 0 ARTHUR M devey III president 44.00 X 519627 21602 42914 richard freshwater vice president & cfo 30.00 X 133683 54342 17587 michael smith vp project develop directo 25.00 X 121771 327971 35552 timothy lees Concertmaster 40.00 X 271221 0 22202 Robert McGrath VP and General Manager 40.00 X 226393 0 20044 John Russell Pops Conductor 40.00 X 200819 0 31771 Elizabeth freimuth Principal French Horn 40.00 X 183049 0 23195 Sherri Prentiss vp of marketing 40.00 X 173119 0 16745 1948934 403915 222834 97 0 1 0 Louis Langree 1241 Elm St Cincinnati OH 45202 Music Director 508733 Opus 3 Artists LLC 470 Park Ave South 9th Fl North New york NY 10016 Artist Management 265650 William Morris Endeaver Entertainment LL 9601 wilshire blvd beverly hills CA 90210 Artist Management 187500 3 144634 4822991 565800 15377229 517822 20910654 concerts and other Orchestra Inco 711130 8956349 8956349 8956349 2410791 2410791 91950334 85367346 6582988 6582988 6582988 78623 144634 93478 -14855 -14855 38845927 8956349 0 8978924 X 2145331 1874826 183383 87122 14131861 12349971 1207993 573897 2786414 2428647 230580 127187 1170518 1013772 88102 68644 38219 38219 42914 42914 56710 56710 3433218 3232065 185428 15725 1190348 1190348 49306 19372 29208 726 794253 630702 121338 42213 72138 65390 6370 378 170458 48906 109696 11856 38591 38591 864362 864362 182045 35324 138618 8103 performance costs 1540627 1540627 Postage, Shipping, Prin 313095 256673 23422 33000 repairs and maintenance 227997 113644 95920 18433 Bank and credit card fe 159586 151180 8406 1973805 1635070 2946 335789 31381796 27299699 2693908 1388189 1900 951820 3321473 2342877 19385028 12423312 775321 1750777 683356 1457555 27716555 17128516 11092288 10588039 159802779 179842749 195062145 209357129 1470526 2009409 3698797 4644152 1350000 0 1599921 1385988 8119244 8039549 X 51554366 58999777 27365857 30807845 108022678 111509958 186942901 201317580 195062145 209357129 7464131 6910548 0 X X 0 1 X 1 0 X 33237501 40260367 45934158 23094910 20910654 163437590 33237501 40260367 45934158 23094910 20910654 163437590 33886401 129551189 842752 1179385 1934754 2425700 2410791 8793382 212735 143014 126596 115387 597732 172828704 52039834 0.74960 0.72790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153589080 1564605 16567624 2860280 297029 168564000 144665331 3033082 8557520 2389383 277470 153589080 122176735 28094964 -3997288 1278771 330309 144665331 86748670 24335242 12786419 1484813 208783 122176735 68382411 13307432 6589874 1387812 143235 86748670 0.22710 0.66150 0.11140 1 0 284400 284400 20822359 11675002 9147357 929442 929442 0 5069000 4098547 970453 611354 425525 185829 10588039 OTHER 424823 charitable gift annuity liability 312830 intercompany 4674 Due to/Due From related party 643661 1385988 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 155723 56710 99013 155723 56710 99013 OH KY Season opening gala 162750 135475 27275 5000 31441 3000 32130 PARTIES OF NOTE 32383 32383 7024 1 28124 9159 18965 2000 528 6500 5855 223257 144634 78623 7000 31969 9500 45009 93478 -14855 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 president 309627 21602 210000 0 0 0 25800 1800 14315 999 559742 24401 0 0 richard freshwater vice president & cfo 108683 54342 25000 0 0 0 6521 3260 5204 2602 145408 60204 0 0 michael smith vp project develop directo 121771 121771 0 206200 0 0 9742 9742 8034 8034 139547 345747 0 0 timothy lees Concertmaster 271221 0 0 0 0 0 6124 0 16078 0 293423 0 0 0 Robert McGrath VP and General Manager 151393 0 75000 0 0 0 6056 0 13988 0 246437 0 0 0 John Russell Pops Conductor 200819 0 0 0 0 0 15442 0 16329 0 232590 0 0 0 Elizabeth freimuth Principal French Horn 183049 0 0 0 0 0 6266 0 16929 0 206244 0 0 0 Sherri Prentiss vp of marketing 148119 0 25000 0 0 0 8887 0 7858 0 189864 0 0 0 X 14 517822 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 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. 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 4822991 Fair Market Value