2017-10-26T13:12:31-05:00 2017-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1 East 4th Street Cincinnati OH 45202 990 2016-07-01 310584309 CINCINNATI MUSICAL FESTIVAL ASSOCIATION CINC 5136211919 1241 ELM STREET CINCINNATI OH 452027531 Richard Freshwater VP and Chief Financial Officer 5136211919 2017-10-18 1 John T Lind P00099011 5132413111 2017-10-18 70.62.29.242 2017-10-18 14:58:47 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AE406B64D82F57D3B4A58D86892820C54887279E 2016 2021-01-29 14:40:06Z jonathan martin 1241 ELM STREET CINCINNATI OH 452027531 3148466 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. 33 33 0 485 0 0 1410628 1239057 605737 487862 665513 783014 62147 62683 2744025 2572616 0 0 0 0 0 0 0 0 161205 2593178 2292060 2593178 2292060 150847 280556 19300014 21338203 256224 206916 19043790 21131287 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 1869470 470224 SUBSCRIPTION SERIES - Four CONCERTS. PAID ATTENDANCE WAS 5,152 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 April season. 29903 17296 BASILICA CONCERT - ONE EVENING CONCERT AT THE BASILICA OF THE ASSUMPTION WITH THE CHORUS. ATTENDANCE WAS 471 PATRONS. 1899373 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 53 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 33 33 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 Chair 5.00 X X 0 0 0 Melanie M Chavez Vice 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 David A Billmire MD Director 1.00 X 0 0 0 William Henry Caldwell Director 1.00 X 0 0 0 Eric K Combs Treasurer 5.00 X X 0 0 0 William G Creviston Director 1.00 X 0 0 0 John G Earls 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 Director 1.00 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 Jonathan Theders Director 1.00 X 0 0 0 Cathy Crain 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 STEVEN SUNDERMAN EXECUTIVE DIRECTOR 50.00 X 97357 0 11447 TREY DEVEY PRESIDENT 3.00 X 28802 0 3732 RICH FRESHWATER CFO 7.50 X 6793 0 733 132952 0 15912 0 0 0 1 robert porco 1241 elm street cincinnati OH 45202 director of choruses 109500 1 281448 957609 9881 1239057 TICKET SALES 711300 486120 486120 OTHER 900099 1742 1742 487862 597321 597321 324 324 760442 574749 185693 185693 185693 759 1101 -342 -342 Management Fee 561000 62701 62701 62701 2572616 487520 0 846039 X 667353 400412 186859 80082 13581 13581 25548 21100 2570 1878 1185388 1185388 164144 164144 47618 31463 16155 47263 43495 3768 783 783 6547 6547 Special event Expenses 60515 60515 EDUCATION EXPENSES 27846 27846 OTHER EXPENSES 26744 25525 1219 DEVELOPMENT EXPENSES 18730 18730 2292060 1899373 231482 161205 280105 336351 521933 519668 2164 8003 6274 8151 207455 199552 8686 7903 17842836 19777653 638016 680474 19300014 21338203 255409 206269 647 647 168 0 256224 206916 X 3746751 4434802 3340459 4693008 11956580 12003477 19043790 21131287 19300014 21338203 280556 1806941 0 X X 0 1 X 1 0 X 5580049 2421277 4043744 1410628 1239057 14694755 501533 637793 540088 608601 488621 2776636 6081582 3059070 4583832 2019229 1727678 17471391 15000 1845772 35101 27050 1922923 0 15000 1845772 35101 27050 1922923 15548468 221353 292282 365011 626375 597645 2102666 221353 292282 365011 626375 597645 2102666 50958 60722 62701 174381 6302935 3351352 4999801 2706326 2388024 19748438 0.78730 0.80720 0.10650 0.08880 X Schedule A, Part III, Line 12, Explanation of Other Income: Other - 2014 Amount: $ 50,958. 2015 Amount: $ 60,722. 2016 Amount: $ 62,701. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18480852 147933 2589784 734894 25548 20458127 19189355 120531 -157406 647029 24599 18480852 16187506 2962542 514090 444878 29905 19189355 13493778 864769 2184297 327919 27419 16187506 6771040 6019485 1076369 348495 24621 13493778 0.20450 0.58670 0.20880 1 0 207455 199552 7903 7903 4363081 1806941 7971 1101 1816013 2547068 25548 25548 2572616 2275584 7971 1101 9072 2266512 25548 25548 2292060 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 1,101. Part XI, Line 4b - Other Adjustments: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS 25,548. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD INCLUDED ON PART VIII, LINE 10B 1,101. Part XII, Line 4b - Other Adjustments: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS 25,548. X 0 1 0 0 0 0 0 0 0 STEVEN SUNDERMAN EXECUTIVE DIRECTOR 87357 0 10000 0 0 0 3474 0 7973 0 108804 0 0 0 TREY DEVEY PRESIDENT 28802 0 0 0 0 0 2400 0 1332 0 32534 0 0 0 RICH FRESHWATER CFO 6793 0 0 0 0 0 408 0 325 0 7526 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 1,185,388. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,185,388. Form 990, Part XII, Line 2c: The process has not changed.