2024-05-15T16:34:00-07:00 2023-06-30 311683754 Locey Mitchell & Associates Ltd 4760 Red Bank Expressway Suite 222 Cincinnati OH 45227 990 2022-07-01 311190635 NORTHERN KENTUCKY SYMPHONY NORT 8594316216 PO BOX 72810 NEWPORT KY 41072 JR CASSIDY EXECUTIVE DIRECTOR 8594316216 2024-05-07 true JR CASSIDY XXX-XX-XXXX true Michelle R Locey CPA P00620528 5132813333 2024-05-15 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z KENTUCKY SYMPHONY ORCHESTRA JR CASSIDY PO BOX 72810 NEWPORT KY 41072 725224 false X WWW.KYSO.ORG X 1987 KY To make symphonic music attractive, accessible, and affordable to residents of Northern Kentucky and greater Cincinnati reaching nearly 21,330 people during the 2023-23 Season. 11 11 3 65 0 0 433547 538365 55362 58755 6521 4912 79836 112811 575266 714843 0 0 311613 354849 0 19262 233620 295535 545233 650384 30033 64459 816245 855962 176239 152682 640006 703280 X TO CULTURALLY ENRICH, EDUCATE AND ENTERTAIN THE RESIDENTS OF NORTHERN KENTUCKY AND GREATER CINCINNATI THROUGH UNIQUE AND INNOVATIVE PERFORMANCES DESIGNED TO MAKE SYMPHONIC MUSIC ATTRACTIVE, ACCESSIBLE AND AFFORDABLE. false false 173174 0 0 KSO Summer Park Series includes six free outdoor programs from July through September. These casual concerts welcome families and individuals of all socio-economic backgrounds. Admission and parking are free. Performed in the picturesque and relaxed setting of Covington, KYs Devou Park, and Fort Thomas, Ky's Tower Park. Seniors were invited to attend each morning dress rehearsal. 2022 Summer concerts reached approximately 13,650 area residents in-person and virtually. to attend each morning dress rehearsal. 262936 0 30980 The Subscription Series concerts spanned October through May, and featured five attractive, accessible and affordable symphonic programs offered in venues throughout N Ky and SW Ohio to an audience of 2,261 people. These concerts are the sole source of earned ticket revenue (prices ranging from $9.5 - $35). Subscription Series concerts showcase the orchestra's most musically challenging and aesthetically creative performances, and remains the basis for program structure, artistic development, and musical growth. 103742 0 0 The KSOs education efforts, reached 4,569 Northern Kentucky and Greater Cincinnati students/teachers, grades 3-12 from 143 schools this season (51 public, private, parochial and 92 home schools). 47% of participants were considered economically disadvantaged. These free programs introduce and showcase sumphonic music and its derivatives and help fill a gap left in many schools curriculums. For 29 years the KSO has provided engaging programs teachers say they need to help their students succeed. engaging programs they need to help their student succeed. 18145 0 19775 The KSO offers smaller genre-specific subsidiary groups, which travel and perform in various locations. Offering a variety of musical styles KSO subsidiary groups perform run-out concerts and/or special events throughout the Tri-state, reaching 850 people last season. 18145 0 19775 557997 true true false false false false false false false true true false false false false true true false false false false false false false false true false false false true false false false false false true true false false false false false false false false false false true 89 0 true 3 true false false false false false false false false false false false false X 11 11 true false false false false false false true true false false true true true true false false true true false KY X Kentucky Symphony Orchestra 8594316216 Attn Angela Williamson 540 LINDEN A NEWPORT KY 41071 CATHY STICKELS DIRECTOR 0.50 X 0 0 0 DR EPPECHAL SMALLS DIRECTOR 0.50 X 0 0 0 ELLEN HACKMAN ZIEGLER DIRECTOR 0.50 X 0 0 0 JILL KRUETZKAMP VICE PRESIDENT 1.00 X X 0 0 0 MARK BAILEY JR DIRECTOR 0.50 X 0 0 0 PAULA STEINER PRESIDENT 1.00 X X 0 0 0 JR CASSIDY EX DIR (EX-OFFICO) 65.00 X X X 165100 0 56237 COURTNEY MCHALE VENARD SECRETARY/TREASURER 1.00 X X 0 0 0 TARAH REMY DIRECTOR 0.50 X 0 0 0 TROY HITCH DIRECTOR 0.50 X 0 0 0 EVERETT JONES DIRECTOR 0.50 X 0 0 0 KELLY FRIED DIRECTOR 0.50 X 0 0 0 ANGELA WILLIAMSON MANAGER 40.00 X 111900 0 43726 277000 0 99963 2 false true false 0 117617 420748 941 538365 SUBSCRIPTIONS 711130 20020 0 0 SINGLE TICKET SALES 711130 18060 0 0 RUNOUT SPONSORS 711130 18775 0 0 EARNED INCOME-MUSIC RENTAL 711130 1000 0 0 Subscription Series Program Booklet 711130 900 0 0 58755 4912 0 4912 120912 10381 110531 110531 RESALE ITEMS 900099 2280 2280 0 0 2280 714843 61035 0 115443 140250 129030 7012 4208 93392 61352 28480 3560 63556 51283 10110 2163 36408 28441 6694 1273 21243 17175 3356 712 7600 1896 5704 0 150511 150511 0 0 8252 8252 0 0 1724 569 862 293 448 314 112 22 46110 32516 9150 4444 7634 7261 224 149 270 248 19 3 3503 3043 460 0 PRODUCTION COSTS 52980 51420 0 1560 PRINTING 5590 5590 0 0 MISCELLANEOUS 5365 4168 669 528 POSTAGE AND SHIPPING 5548 4928 273 347 650384 557997 73125 19262 216506 172703 450949 529997 69118 75931 3369 3977 66700 65685 1285 1015 75018 72339 816245 855962 176239 152682 176239 152682 X 447406 486163 192600 217117 640006 703280 816245 855962 64459 2820 -4005 X false true X true false X 0 341201 326551 469347 433547 544077 2114723 0 0 341201 326551 469347 433547 544077 2114723 320898 1793825 3593 2942 2705 6521 4912 20673 35174 30033 59949 77894 104819 307869 4014 3108 1353 1942 2280 12697 2455962 313795 0.73040 0.76130 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: RESALE ITEMS 2018: 3514. 2019: 2608. 2020: 1353. 2021: 1942. 2022: 2280. Description: PROGRAM AD SALES 2018: 500. 2019: 500. 2020: 0. 2021: 0. 2022: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25000 27 27 25000 25000 96 96 25000 25000 3 3 25000 25000 2 2 25000 25000 123 123 25000 1.00000 false false 0 0 2274 1399 875 50933 50793 140 13493 13493 0 1015 X 717123 2280 2280 714843 714843 650384 650384 650384 Pt X, Line 2 THE SYMPHONY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF KENTUCKY LAW. THE SYMPHONY'S FORM 990 IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE SYMPHONY BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND THEREFORE, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. Pt V, Line 4 THE CURRENT SPENDING POLICY PROVIDES THAT UP TO 100% OF THE INVESTMENT INCOME EARNED CAN BE TRANSFERRED INTO UNRESTRICTED NET ASSETS IN THE PERIOD THE INCOME IS EARNED AND RECEIVED. 120912 5712 4669 true 1.00000 120912 5712 4669 10381 110531 KY true false true false 1.00000 0.00000 Kentucky Symphony Orchestra Attn Angela Williamson 540 LINDEN A FT MITCHELL KY 41017 false false X true true X X false false false false false false false false false JR CASSIDY 165100 0 0 0 0 0 30000 0 26237 0 221337 0 0 0 ANGELA WILLIAMSON 111900 0 0 0 0 0 30000 0 13726 0 155626 0 0 0 ANGELA WILLIAMSON MARRIED TO EXEC DIR 89000 EMPLOYMENT false JR CASSIDY EXECUTIVE DIRECTOR 21600 RENT OFFICE SPACE false SCH L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: ANGELA WILLIAMSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MARRIED TO THE EXECUTIVE DIRECTOR (D) DESCRIPTION OF TRANSACTION: MS. WILLIAMSON IS THE GENERAL MANAGER FOR THE ORGANIZATION AND THE SPOUSE OF THE EXECUTIVE DIRECTOR. SHE RECEIVED A SALARY AND BENEFITS. (A) NAME OF PERSON: JR CASSIDY (D) DESCRIPTION OF TRANSACTION: THE ORGANIZATION PAID RENT TO THE EXECUTIVE DIRECTOR FOR OFFICE SPACE. Pt VI, Line 2 THE EXECUTIVE DIRECTOR (JR CASSIDY) AND GENERAL MANAGER (ANGELA WILLIAMSON) ARE MARRIED. Pt VI, Line 11b A DRAFT COPY OF THE FORM 990 IS EMAILED TO MEMBERS OF THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. Pt VI, Line 12c EACH BOARD MEMBER IS REQUIRED ANNUALLY TO SIGN A STATEMENT RELATED TO THE CONFLICT OF INTEREST POLICY WHICH IS REVIEWED BY THE BOARD CHAIR. Pt VI, Line 15a LINE 15 COMMITTEE IS FORMED FROM MEMBERS OF THE BOARD OF DIRECTORS. THIS COMMITTEE MEETS AND DELIBERATES ABOUT THE SALARIES FOR THE EXECUTIVE DIRECTOR AND THE GENERAL MANAGER AND MAKES A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THE SALARY DECISIONS INCLUDED COMPARABILITY DATA AND THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE FORMAL MINUTES TO THOSE MEETINGS. Pt VI, Line 19 AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES. Pt VI, Line 15b LINE 15 COMMITTEE IS FORMED FROM MEMBERS OF THE BOARD OF DIRECTORS. THIS COMMITTEE MEETS AND DELIBERATES ABOUT THE SALARIES FOR THE EXECUTIVE DIRECTOR AND THE GENERAL MANAGER AND MAKES A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THE SALARY DECISIONS INCLUDED COMPARABILITY DATA AND THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE FORMAL MINUTES TO THOSE MEETINGS. Pt VI, Line 12c Board members acknowledge receipt of policy by signing it after election to the board and update that signature at least annually which is reviewed by the board chair. Members are instructed to update it earlier if any information changes. Board members with a potential conflict of interest step out of meetings during discussions/voting. (They abstain from discussion and voting). Other PART XII; AUDIT PERFORMED EACH YEAR; HOWEVER CURRENT YEAR REPORT HAS NOT YET BEEN ISSUED. Form 990, Part III, Line 4d The KSO offers smaller genre-specific subsidiary 18145. 0. 19775. Form 990, Part IX, Line 11g Musicians and Guests 150511. 150511. 0. 0.