CINCINNATI SYMPHONY ORCHESTRA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CINCINNATI SYMPHONY ORCHESTRA (EIN 31-0537080)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-02-20
- IRS object ID
- 201300519349300320
- Schema version
- 2011v1.5
- 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 K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-20T14:58:08-06:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310800053 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT AND CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST FOURTH ST SUITE 1200 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537080 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINCINNATI SYMPHONY ORCHESTRA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CINC | NameControl |
| Phone | 5136211919 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 ELM STREET | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452027531 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD FRESHWATER | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 5136211919 | Phone |
| Date Signed | 2013-02-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE E PFEIFER | Name |
| PTIN | P00014949 | PTIN |
| Phone | 5132413111 | Phone |
| Date Prepared | 2013-02-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ARTHUR M DEVEY III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 ELM STREET | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452027531 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44334697 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://CINCINNATISYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1894 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | PRESENT THE HIGHEST QUALITY PERFORMANCES OF MUSIC & ENHANCE CULTURAL VITALITY & QUALITY OF LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 68 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 68 | NbrIndependentVotingMembers |
| Total Nbr Employees | 628 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14579232 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 31086191 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24235842 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9127512 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3703292 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1579141 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 39332 | OtherRevenuePriorYear |
| Other Revenue Current Year | 145993 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42557698 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41938837 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17761968 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18137618 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1064610 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20302243 | OtherExpensePriorYear |
| Other Expenses Current Year | 7609224 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38064211 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25746842 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4493487 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16191995 | RevenuesLessExpensesCY |
| Total Assets BOY | 86097920 | TotalAssetsBOY |
| Total Assets EOY | 98362741 | TotalAssetsEOY |
| Total Liabilities BOY | 16445154 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11062798 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69652766 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 87299943 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE CINCINNATI SYMPHONY ORCHESTRA IS TO PRESENT THE HIGHEST QUALITY PERFORMANCES OF GREAT MUSIC, BRINGING NATIONAL AND INTERNATIONAL DISTINCTION TO THE ORCHESTRA AND THE COMMUNITY; DELIGHT AND EDUCATE DIVERSE AUDIENCES OF ALL AGES, AND ENHANCE THE CULTURAL VITALITY AND QUALITY OF LIFE IN THE REGION, AND OPERATE IN A FINANCIALLY SOUND MANNER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21382931 | Expense |
| Revenue | 9127512 | Revenue |
| Description | ORCHESTRA CONCERTS OF CLASSICAL WORKS (44), POPS (20), CHAMBER (6), YOUTH AND EDUCATIONAL (49), AND OTHER CONCERTS (30). ADDITIONALLY, THE ORCHESTRA PROVIDES SERVICES TO THE CINCINNATI OPERA (8), MAY FESTIVAL (4), CINCINNATI BALLET (20), AND WORLD CHOIR GAMES (2). THROUGH ALL PROGRAM SERVICES OF THE ORCHESTRA THE TOTAL NUMBER OF ARTS PATRONS SERVED WAS APPROXIMATELY 311,000. | Description |
| Total Program Service Expense | 21382931 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 82 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 628 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 68 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 68 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD FRESHWATER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5137443306 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1241 ELM STREET | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452027531 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (76 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| STUART AITKEN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| KATHLEEN BARCLAY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DEAN LOUIS D BILIONIS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ANNE E BLACK | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| PAUL BOOTH | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DR JOHN BOSSERT | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| OTTO M BUDIG JR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| HAROLD BYERS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LOUIS CHABUT | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARK D CINQUINA | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| PETER G COURLAS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DR ALVIN H CRAWFORD | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| STEPHEN P DONOVAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| THOMAS CHARLES GARBER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| SABINE GEISSLER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| L TIMOTHY GIGLIO | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| THOMAS HARDY | |||||||
| TREASURER | 0.50 | X | 0 | 0 | 0 | X | |
| JOHN L HARRISON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| FRANCIE S HILTZ | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| SANDRA JOFFE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| STANLEY M KAPLAN MD | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| RONALD KOETTERS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LISA DEHART LEHNER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| H SPENCER LILES | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DR CALVIN LINNEMANN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARK S LUEGERING | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JOHNATHAN MCCANN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LINDA MILLER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JOHN C MOK | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| STEPHEN R MULLIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| PATRICIA MYERS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DR CORA K OGLE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ROBERT S OLSON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DR SANTA JEREMY ONO | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JOHN J PALMER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| NORMA PETERSEN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM PLATT | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DANIEL P RANDOLPH ESQ | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LEONARD M RANDOLPH JRMD | |||||||
| SECRETARY | 0.50 | X | 0 | 0 | 0 | X | |
| MELODY SAWYER RICHARDSON | |||||||
| CHAIR | 0.50 | X | 0 | 0 | 0 | X | |
| KARL P RONN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JACK ROUSE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| RYAN RYBOLT | |||||||
| 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 | ||
| JEFFREY S SCHLOEMER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DRUANNE FRANCE SCHUELER | |||||||
| 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 | ||
| MARILYN SHAZOR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MATTHEW Q STAUTBERG | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| THEODORE W STRIKER MD | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| RANDOLPH L WADSWORTH JR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| NANCY WAGNER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| SHEILA WILLIAMS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DONALD J WUEBBLING | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| HON TYRONE K YATES | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| XIAOJIE ZAVON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| FREDERICK E BRYAN III | |||||||
| DIRECTOR EMERITUS | 0.50 | X | 0 | 0 | 0 | ||
| CHARLES 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 | ||
| LOUIS NIPPERT DECEASED 72312 | |||||||
| 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 | ||
| CHARLES F YEISER | |||||||
| DIRECTOR EMERITUS | 0.50 | X | 0 | 0 | 0 | ||
| ARTHUR M DEVEY III | |||||||
| PRESIDENT | 50.00 | 235639 | 0 | 58149 | X | ||
| MICHAEL SMITH | |||||||
| VP PROJECT DEVELOP DIRECTO | 5.00 | 215216 | 0 | 50259 | X | ||
| RICHARD FRESHWATER | |||||||
| CHIEF FINANCIAL OFFICER | 50.00 | 102860 | 0 | 20476 | X | ||
| ILYA FINKELSHTEYN | |||||||
| EMPLOYEE | 40.00 | 152119 | 0 | 16215 | X | ||
| ELIZABETH FREIMUTH | |||||||
| EMPLOYEE | 40.00 | 155142 | 0 | 22206 | X | ||
| ROBERT J SULLIVAN | |||||||
| EMPLOYEE | 40.00 | 170164 | 0 | 24297 | X | ||
| SUSAN PLAGEMAN | |||||||
| EMPLOYEE | 40.00 | 183937 | 0 | 48322 | X | ||
| TIMOTHY LEES | |||||||
| EMPLOYEE | 40.00 | 227555 | 0 | 30768 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1442632 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 270692 | TotalOtherCompensation |
| Number Individuals GT100 K | 46 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AMATEUR PRODUCTIONS INC | |||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | CONDUCTING SERVICES | 310000 |
| DCM INC | |||||
| 45 MAIN STREET | BROOKLYN | NY | 11201 | TELEMARKETING | 226991 |
| OPUS 3 ARTISTS LLC | |||||
| 470 PARK AVENUE SOUTH 9TH FLOOR | NEW YORK | NY | 10016 | GUEST ARTISTS | 198963 |
| COLUMBIA ARTISTS MANAGEMENT | |||||
| 1790 BROADWAY | NEW YORK | NY | 10019 | GUEST ARTISTS | 192834 |
| WILLIAM MORRIS ENDEAVOR | |||||
| 9601 WILSHIRE BLVD | BEVERLY HILLS | CA | 90210 | GUEST ARTISTS | 175500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 85000 | FundraisingEvents |
| Government Grants | 406850 | GovernmentGrants |
| All Other Contributions | 30594341 | AllOtherContributions |
| Noncash Contributions | 9472269 | NoncashContributions |
| Total Contributions | 31086191 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERTS | 711130 | 8289890 | 8289890 |
| OTHER | 900099 | 837622 | 837622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9127512 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 751513 | TotalRevenueColumn |
| Exclusion | $751,513 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3003980 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2176352 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 827628 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 827628 | TotalRevenueColumn |
| Exclusion | $827,628 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 365501 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 85000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 219508 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145993 | TotalRevenueColumn |
| Exclusion | $145,993 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41938837 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9127512 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,725,134 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 682599 | Total |
| Program Services | 595136 | ProgramServices |
| Management And General | 64962 | ManagementAndGeneral |
| Fundraising | 22501 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13762531 | Total |
| Program Services | 11999109 | ProgramServices |
| Management And General | 1309766 | ManagementAndGeneral |
| Fundraising | 453656 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756311 | Total |
| Program Services | 646572 | ProgramServices |
| Management And General | 90493 | ManagementAndGeneral |
| Fundraising | 19246 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1908538 | Total |
| Program Services | 1556163 | ProgramServices |
| Management And General | 259666 | ManagementAndGeneral |
| Fundraising | 92709 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1027639 | Total |
| Program Services | 910542 | ProgramServices |
| Management And General | 87518 | ManagementAndGeneral |
| Fundraising | 29579 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33988 | Total |
| Management And General | 33988 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16399 | Total |
| Management And General | 16399 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105818 | Total |
| Management And General | 105818 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1900211 | Total |
| Program Services | 1775650 | ProgramServices |
| Management And General | 115061 | ManagementAndGeneral |
| Fundraising | 9500 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 969229 | Total |
| Program Services | 969229 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387077 | Total |
| Program Services | 218925 | ProgramServices |
| Management And General | 74289 | ManagementAndGeneral |
| Fundraising | 93863 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 659851 | Total |
| Program Services | 498515 | ProgramServices |
| Management And General | 158299 | ManagementAndGeneral |
| Fundraising | 3037 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51026 | Total |
| Program Services | 43995 | ProgramServices |
| Management And General | 6182 | ManagementAndGeneral |
| Fundraising | 849 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108358 | Total |
| Program Services | 27892 | ProgramServices |
| Management And General | 73167 | ManagementAndGeneral |
| Fundraising | 7299 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108901 | Total |
| Management And General | 108901 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789104 | Total |
| Program Services | 751014 | ProgramServices |
| Management And General | 38090 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166043 | Total |
| Program Services | 30918 | ProgramServices |
| Management And General | 135125 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PERFORMANCE COSTS | 1102395 | 1102395 | ||
| MISCELLANEOUS | 424159 | 33387 | 152902 | 237870 |
| REPAIRS AND MAINTENANCE | 335983 | 42205 | 293778 | |
| IN-KIND CONTRIBUTIONS | 257432 | 104222 | 58709 | 94501 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193250 | Total |
| Program Services | 77062 | ProgramServices |
| Management And General | 116188 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25746842 | Total |
| Program Services | 21382931 | ProgramServices |
| Management And General | 3299301 | ManagementAndGeneral |
| Fundraising | 1064610 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3132337 | BOY |
| EOY | 2538920 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7399243 | BOY |
| EOY | 9960257 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1159793 | BOY |
| EOY | 706384 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34800 | BOY |
| EOY | 17400 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 789785 | BOY |
| EOY | 726947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29159878 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15417428 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13753556 | BOY |
| EOY | 13742450 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59828406 | BOY |
| EOY | 70234053 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 434330 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86097920 | BOY |
| EOY | 98362741 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6927371 | BOY |
| EOY | 1165372 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 865372 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3003713 | BOY |
| EOY | 3292216 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2915000 | BOY |
| EOY | 2635000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230672 | BOY |
| EOY | 230671 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3368398 | BOY |
| EOY | 2874167 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16445154 | BOY |
| EOY | 11062798 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7165996 | BOY |
| EOY | 22009656 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9565714 | BOY |
| EOY | 7158249 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52921056 | BOY |
| EOY | 58132038 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69652766 | BOY |
| EOY | 87299943 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86097920 | BOY |
| EOY | 98362741 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 16191995 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1455181 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17565160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13277545 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10953197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14579232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31086191 | CurrentTaxYear |
| Total | 87461325 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17565160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13277545 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10953197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14579232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31086191 | CurrentTaxYear |
| Total | 87461325 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 26488256 | AmountsSubstContributorsTotal |
| Public Support Total170 | 60973069 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1276941 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 895339 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 927211 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1113337 | CurrentTaxYearMinus1Year |
| Current Tax Year | 751513 | CurrentTaxYear |
| Total | 4964341 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 38672 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3353 | CurrentTaxYearMinus2Years |
| Total | 42025 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42180 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 54015 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36814 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39332 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145993 | CurrentTaxYear |
| Total | 318334 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 92786025 | TotalSupport |
| Gross Receipts From Admissions Etc | 109127392 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.65710 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77460 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE OTHER INCOME ON SCHEDULE A, PART B, LINE 10 IS NET INCOME FROM FUNDRAISING EVENTS. THIS AMOUNT TIES TO FORM 990, PART VIII, LINE 8C. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59828406 | BeginningOfYearBalance |
| Contributions | 5726906 | Contributions |
| Investment Earnings Or Losses | 4211895 | InvestmentEarningsOrLosses |
| Other Expenditures | 1282441 | OtherExpenditures |
| Administrative Expenses | 102355 | AdministrativeExpenses |
| End Of Year Balance | 68382411 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55011674 | BeginningOfYearBalance |
| Contributions | 1355655 | Contributions |
| Investment Earnings Or Losses | 6366271 | InvestmentEarningsOrLosses |
| Other Expenditures | 2662885 | OtherExpenditures |
| Administrative Expenses | 242309 | AdministrativeExpenses |
| End Of Year Balance | 59828406 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55810613 | BeginningOfYearBalance |
| Contributions | 925293 | Contributions |
| Investment Earnings Or Losses | 2116002 | InvestmentEarningsOrLosses |
| Other Expenditures | 3498649 | OtherExpenditures |
| Administrative Expenses | 341585 | AdministrativeExpenses |
| End Of Year Balance | 55011674 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68989095 | BeginningOfYearBalance |
| Contributions | 190946 | Contributions |
| Investment Earnings Or Losses | -9206631 | InvestmentEarningsOrLosses |
| Other Expenditures | 3728130 | OtherExpenditures |
| Administrative Expenses | 434667 | AdministrativeExpenses |
| End Of Year Balance | 55810613 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09630 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83480 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06890 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 284400 | OtherCostOrOtherBasis |
| Book Value | 284400 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20822359 | OtherCostOrOtherBasis |
| Depreciation | 8614072 | Depreciation |
| Book Value | 12208287 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1121970 | OtherCostOrOtherBasis |
| Depreciation | 1121970 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6432794 | OtherCostOrOtherBasis |
| Depreciation | 5449733 | Depreciation |
| Book Value | 983061 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 498355 | OtherCostOrOtherBasis |
| Depreciation | 231653 | Depreciation |
| Book Value | 266702 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13742450 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER | $2,098,344 |
| CHARITABLE GIFT ANNUITY LIABILITY | $775,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2874167 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO PROVIDE INCOME TO OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) HAS ISSUED GUIDANCE WHICH CLARIFIES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN CSOS INCOME TAX RETURNS. CSOS INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FISCAL YEARS OF FILINGS OPEN TO THESE AUTHORITIES AND AVAILABLE FOR AUDIT ARE AUGUST 31, 2010, 2011, AND 2012. CSOS POLICY WITH REGARDS TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING CSOS TAX PROVISION AND TAX EXEMPT STATUS, INTERPRETATIONS AND TAX PLANNING STRATEGIES ARE CONSIDERED. CSO BELIEVES THE ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SEASON OPENING GALA | NameOfEvent1 |
| Gross Receipts Event1 | 100417 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 100417 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 624 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 31679 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 26344 | OtherDirectExpensesEvent1 |
| Name Of Event2 | NEW YEAR'S EVE | NameOfEvent2 |
| Gross Receipts Event2 | 260013 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 85000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 175013 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 2320 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 38112 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 4700 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 77045 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 90071 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 90071 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 3531 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 2367 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 32786 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 450501 | GrossReceiptsTotal |
| Charitable Contributions Total | 85000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 365501 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6475 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 72158 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4700 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 136175 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 219508 | DirectExpenseSummaryEvents |
| Net Income Summary | 145993 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR M DEVEY III | |||||||||||||
| 191639 | 0 | 44000 | 0 | 0 | 0 | 38930 | 0 | 19219 | 0 | 293788 | 0 | 0 | 0 |
| MICHAEL SMITH | |||||||||||||
| 215216 | 0 | 0 | 0 | 0 | 0 | 29770 | 0 | 20489 | 0 | 265475 | 0 | 0 | 0 |
| ILYA FINKELSHTEYN | |||||||||||||
| 152119 | 0 | 0 | 0 | 0 | 0 | 9812 | 0 | 6403 | 0 | 168334 | 0 | 0 | 0 |
| ELIZABETH FREIMUTH | |||||||||||||
| 155142 | 0 | 0 | 0 | 0 | 0 | 10007 | 0 | 12199 | 0 | 177348 | 0 | 0 | 0 |
| ROBERT J SULLIVAN | |||||||||||||
| 170164 | 0 | 0 | 0 | 0 | 0 | 10976 | 0 | 13321 | 0 | 194461 | 0 | 0 | 0 |
| SUSAN PLAGEMAN | |||||||||||||
| 183937 | 0 | 0 | 0 | 0 | 0 | 27993 | 0 | 20329 | 0 | 232259 | 0 | 0 | 0 |
| TIMOTHY LEES | |||||||||||||
| 227555 | 0 | 0 | 0 | 0 | 0 | 14677 | 0 | 16091 | 0 | 258323 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF HAMILTON OHIO VARIABLE RATE DEMAND ECONOMIC DEVELOPMENT BONDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 316000063 | IssuerEIN |
| CUSIP Number | 407271GP4 | CUSIPNumber |
| Date Issued | 2007-08-15 | DateIssued |
| Issue Price | 3800000 | IssuePrice |
| Description Of Purpose | CONSTRUCTING A NEW PERFORMANCE FACILITY AT RIVERBEND | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 3881566 | TotalProceeds |
| Issuance Costs From Proceeds | 33100 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 84360 | WorkingCapitalExpenditures |
| Capital Expenditures | 3762304 | CapitalExpenditures |
| Amount Unspent | 1802 | AmountUnspent |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 6.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ARTHUR DEVEY PRESIDENT | NamePerson |
| Purpose Of Loan | LOAN FOR RELOCATION TO CINCINNATI AS PART OF EMPLOYMENT AGREEMENT | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $106,000 | OriginalPrincipalAmount |
| Balance Due | 17400 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 17400 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 39 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9202337 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE OF STOCK | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | CONCERT PROMOTION MATERIALS & EVENTS | 12 | 143852 | FAIR MARKET VALUE |
| X | FUNDRAISING EVENTS | 51 | 55189 | FAIR MARKET VALUE |
| X | PATRON RESEARCH MATERIALS | 7 | 58391 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JACK OSBORN AND MARILYN OSBORN, BOTH BOARD TRUSTEES, ARE MARRIED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CONTROLLER PREPARES SUPPORTING SCHEDULES USED FOR 990 PREPARATION. THE CONTROLLER, VICE PRESIDENT AND CFO PERFORM THE INITIAL REVIEW WITH THE CPA/AUDITOR. THE EXECUTIVE COMMITTEE REVIEWS 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 XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 2,743,988. ADJUSTMENT TO PENSION LIABILITY -2,752,863. ABSORPTION OF CINCINNATI SYMPONY ORCHESTRA ENDOWMENT FUND 1,464,056. TOTAL TO FORM 990, PART XI, LINE 5: 1,455,181. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2 | THE ORGANIZATION RECEIVED AUDITED FINANCIAL STATEMENTS THAT WERE PREPARED IN ACCORDANCE WITH GAAP BY AN INDEPENDENT ACCOUNTANT. THE FINANCIAL STATEMENTS WERE COMBINED TO PRESENT THE ACTIVITIES OF MUSIC AND EVENT MANAGEMENT, INC. AND THE CINCINNATI SYMPHONY ORCHESTRA ENDOWMENT FUND. THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CINCINNATI SYMPHONY ORCHESTRA ENDOWMENT FUND | ||||||||||
| 1241 ELM STREET | CINCINNATI | OH | 452027531 | 311357217 | FUNDRAISING & FINANCIAL SUPPORT FOR THE CINCINNATI SYMPHONY ORCHESTRA | OH | 501(C)(3) | 509(A)(3) TYPE I | CINCINNATI SYMPHONY ORCHESTRA | 1 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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