2018-10-23T15:01:49-05:00 2018-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2017-07-01 310584309 CINCINNATI MUSICAL FESTIVAL ASSOCIATION CINC 5136211919 1241 ELM STREET CINCINNATI OH 452027531 RICHARD FRESHWATER VP AND CHIEF FINANCIAL OFFICER 5136211919 2018-10-15 1 MAXWELL M SULLIVAN CPA P01679066 5132413111 2018-10-04 70.62.29.242 2018-10-15 09:50:14 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BA85DB6E1AAB0DBE88F28465BC823B76859A9B68 2017 2018-06-14 16:35:46Z JONATHAN MARTIN 1241 ELM STREET CINCINNATI OH 452027531 3368621 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. 34 34 0 485 0 0 1239057 1383364 487862 591676 783014 689060 62683 89948 2572616 2754048 0 0 0 0 0 0 0 0 185163 2292060 2682723 2292060 2682723 280556 71325 21338203 22497941 206916 243863 21131287 22254078 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 2207960 562566 SUBSCRIPTION SERIES - FOUR CONCERTS. PAID ATTENDANCE WAS 6695 PATRONS. THE MAY FESTIVAL CHORUS ALSO SERVES AS THE OFFICIAL CHORUS OF THE CINCINNATI SYMPHONY AND POPS ORCHESTRA PERFORMING WITH THE ORCHESTRA FOR NUMEROUS CONCERTS THROUGHOUT CSO/POPS SEPTEMBER THROUGH MAY SEASON. 24314 27074 BASILICA CONCERT - ONE EVENING CONCERT AT THE BASILICA OF THE ASSUMPTION WITH THE CHORUS. PAID ATTENDANCE WAS 494 PATRONS. 2232274 1 1 0 0 0 0 0 0 0 1 1 0 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 55 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X RICH FRESHWATER 5136211919 1241 ELM STREET CINCINNATI OH 452027531 X J SHANE STARKEY DIRECTOR 1.00 X 0 0 0 J MARK HOLCOMB IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 MELANIE M CHAVEZ CHAIR 5.00 X X 0 0 0 MARY GIMPEL DIRECTOR 1.00 X 0 0 0 KELLEY J DOWNING DIRECTOR 1.00 X 0 0 0 WILLIAM APPLETON 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 ERIC K COMBS VICE CHAIR 5.00 X X 0 0 0 WILLIAM G CREVISTON DIRECTOR 1.00 X 0 0 0 THOMAS KIRKPATRICK DIRECTOR 1.00 X 0 0 0 BARBARA HARSHMAN DIRECTOR 1.00 X 0 0 0 MARY HEMMER DIRECTOR 1.00 X 0 0 0 CHRISTINE HORAN SECRETARY 5.00 X X 0 0 0 MIKE KELLY TREASURER 1.00 X X 0 0 0 KIMBERLY KUCHENBUCH DIRECTOR 1.00 X 0 0 0 WENDY D LEBORGNE DIRECTOR 1.00 X 0 0 0 SHERIE MAREK 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 SHANE PRICE DIRECTOR 1.00 X 0 0 0 CHRISTINE NEYER DIRECTOR 1.00 X 0 0 0 CORA K OGLE PHD DIRECTOR 1.00 X 0 0 0 TRACEY A PUTHOFF 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 PRESCOTT BIGELOW III DIRECTOR 1.00 X 0 0 0 ANN A ELLISON DIRECTOR 1.00 X 0 0 0 BARBARA HAHN DIRECTOR 1.00 X 0 0 0 BEAU G ROOTRING DIRECTOR 1.00 X 0 0 0 MARY H STUCKY DIRECTOR 1.00 X 0 0 0 MARY ANN TAYLOR DIRECTOR 1.00 X 0 0 0 SHELBY WOOD DIRECTOR 1.00 X 0 0 0 STEVEN SUNDERMAN EXECUTIVE DIRECTOR 50.00 X 99269 0 12741 TREY DEVEY PAST PRESIDENT 3.00 X 13138 0 1590 RICH FRESHWATER CFO 7.50 X 5226 0 581 JONATHAN MARTIN PRESIDENT 3.00 X 7572 0 305 125205 0 15217 0 0 0 1 ROBERT PORCO 1241 ELM STREET CINCINNATI OH 45202 DIRECTOR OF CHORUSES 103167 1 289544 1093820 12823 1383364 TICKET SALES 711300 586192 586192 OTHER 900099 5484 5484 591676 454662 454662 816 816 844952 610554 234398 234398 234398 2634 4019 -1385 -1385 MANAGEMENT FEE 561000 69400 69400 FACILITY MAINTENANCE F 811000 11892 11892 PARKING REVENUE 812930 9225 9225 90517 2754048 590291 0 780393 X 725357 435214 203100 87043 14670 14670 27566 22923 2719 1924 1447906 1447906 177588 177588 50758 28765 21993 1360 1360 64115 58657 5458 3508 3508 6727 6727 SPECIAL EVENT EXPENSES 64017 64017 EDUCATION EXPENSES 41693 41693 DEVELOPMENT EXPENSES 32179 32179 OTHER EXPENSES 25279 19528 5751 2682723 2232274 265286 185163 336351 361440 519668 625624 8003 40102 8151 6534 311357 203060 7903 108297 19777653 20650334 680474 705610 21338203 22497941 206269 243216 647 647 206916 243863 X 4434802 4817147 4693008 5404869 12003477 12032062 21131287 22254078 21338203 22497941 71325 1051466 0 X X 0 1 X 1 0 X 2421277 4043744 1410628 1239057 1383364 10498070 637793 540088 608601 488621 594310 2869413 3059070 4583832 2019229 1727678 1977674 13367483 15000 1845772 35101 27050 38110 1961033 0 15000 1845772 35101 27050 38110 1961033 11406450 292282 365011 626375 597645 455478 2336791 292282 365011 626375 597645 455478 2336791 50958 60722 62701 90517 264898 3351352 4999801 2706326 2388024 2523669 15969172 0.71430 0.78730 0.14630 0.10650 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2014 AMOUNT: $ 50,958. 2015 AMOUNT: $ 60,722. 2016 AMOUNT: $ 62,701. 2017 AMOUNT: $ 90,517. 20458127 3449 1739317 817383 27566 21355944 18480852 147933 2589784 734894 25548 20458127 19189355 120531 -157406 647029 24599 18480852 16187506 2962542 514090 444878 29905 19189355 13493778 864769 2184297 327919 27419 16187506 0.20450 0.56340 0.23210 1 0 311357 203060 108297 108297 3784519 1051466 2553 4019 1058038 2726481 27567 27567 2754048 2661728 2553 4019 6572 2655156 27567 27567 2682723 PART V, LINE 4: TO PROVIDE INCOME TO OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED ON PART VIII, LINE 10B 4,019. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS 27,567. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED ON PART VIII, LINE 10B 4,019. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS 27,567. X 0 1 0 0 0 0 0 0 0 STEVEN SUNDERMAN EXECUTIVE DIRECTOR 89269 0 10000 0 0 0 3548 0 9193 0 112010 0 0 0 TREY DEVEY PAST PRESIDENT 13138 0 0 0 0 0 961 0 629 0 14728 0 0 0 RICH FRESHWATER CFO 5226 0 0 0 0 0 314 0 267 0 5807 0 0 0 JONATHAN MARTIN PRESIDENT 7572 0 0 0 0 0 0 0 305 0 7877 0 0 0 PART III, SUPPLEMENTAL INFORMATION THE NAME OF THE UNRELATED ORGANIZATION IS THE CINCINNTI SYMPHONY ORCHESTRA. 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 1,447,906. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,447,906. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.