2025-07-15T16:16:51-05:00 2024-08-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2023-09-01 316402408 COLUMBUS SYMPHONY ORCHESTRA COLU 6142289600 CO CAPA 55 E STATE STREET COLUMBUS OH 43215 DANIEL WALSHAW CHIEF OPERATING OFFICER 6142289600 2025-07-15 1 KATHLEEN M MOSELEY P00116760 6142211120 2025-07-15 2023 2025-03-06 01:10:19Z DANIEL WALSHAW C/O CAPA 55 E STATE STREET COLUMBUS OH 43215 36481798 0 X WWW.COLUMBUSSYMPHONY.COM X 1951 OH SEE SCHEDULE O 28 28 247 328 920 0 11119960 33196154 2667566 2574060 249113 631778 -46737 -75619 13989902 36326373 10000 10000 0 0 4422686 4425816 0 0 1521192 6272404 6778956 10705090 11214772 3284812 25111601 48981108 77429308 1695905 1058633 47285203 76370675 X THE MISSION OF THE COLUMBUS SYMPHONY ORCHESTRA IS TO PROVIDE SYMPHONIC MUSIC AND EDUCATIONAL PROGRAMS OF THE HIGHEST QUALITY, TO ENGENDER PASSION AND EXCITEMENT IN OUR DIVERSE AUDIENCES. THIS IS PAIRED WITH OUR EDUCATIONAL MISSION: TO EDUCATE AND ENTERTAIN PEOPLE OF ALL AGES TO FOSTER TALENT, CREATE FUTURE AUDIENCES, NURTURE INTELLECTUAL DEVELOPMENT AND SPARK CREATIVITY. 0 0 4086932 0 1127239 2023-24 INDOOR CONCERTS INCLUDED THE MASTERWORKS SERIES, WITH 12 PROGRAMS (24 PERFORMANCES), AND A SERIES OF SPECIAL POPS CONCERTS (4 PROGRAMS/6 PERFORMANCES), WHICH INCLUDED THE HOLIDAY POPS SPECTACULAR AND A PROGRAM FEATURING THE ORCHESTRA PERFORMING THE SCORE LIVE ALONG WITH SCREENING OF BLACK PANTHER. TOTAL ATTENDANCE FOR CONCERTS IN THESE SERIES WAS 41,692. 2147608 0 833553 THE 2024 PICNIC WITH THE POPS AND POPCORN POPS OUTDOOR CONCERT SERIES IN THE COLUMBUS COMMONS INCLUDED EIGHT (8) CONCERT PROGRAMS (9 PERFORMANCES), WHICH WERE ATTENDED BY 25,598 INDIVIDUALS. 805683 10000 158324 CSO EDUCATION PROGRAMS IN 2023-24 INCLUDED CLASSROOM PROGRAMS (YOUNG PEOPLE'S CONCERTS, IN SCHOOL CONCERTS, MINDFUL MUSIC MOMENTS); FOUR YOUTH ORCHESTRA ENSEMBLES AND PROGRAMS FOR YOUNG MUSICIANS; ACADEMY WHICH PROVIDES MUSICAL TRAINING FOR STUDENTS WHO WOULD LIKE TO PURSUE CAREERS IN THE ORCHESTRAL FIELD; KIDS CORNER, OUR EDUCATIONAL WEBSITE FOR CHILDREN; OPPORTUNITIES FOR LIFELONG LEARNERS WITH FANTASY CAMP; AND RECOGNITION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR TEACHERS. NEW THIS YEAR, WE'VE EXPANDED OUR PARTNERSHIP WITH COLUMBUS CITY SCHOOLS TO PROVIDE EXPANDED ACCESS TO HIGH QUALITY MUSIC EDUCATION, BY DEVELOPING AN IN SCHOOL RESIDENCY PROGRAM FOR MIDDLE AND HIGH SCHOOL INSTRUMENTAL MUSIC PROGRAMS. CSO EDUCATION PROGRAMS SERVED OVER 42,000 IN THE 2023-2024 SEASON. 1176601 0 454024 AUDIENCE DEVELOPMENT SERIES (COMMUNITY ENGAGEMENT, ETC.) SPECIAL EVENTS AND CONTRACTED MUSICIAN PERFORMANCES. 1176601 0 454024 8216824 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 96 0 1 247 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X MIKE DANIELS 6147196652 55 EAST STATE ST COLUMBUS OH 43215 X STEPHEN E MARKOVICH CHAIR 4.00 X X 0 0 0 ROBERT MORRISON JR CO-VICE CHAIR 2.00 X X 0 0 0 NELSON YODER CO-VICE CHAIR 2.00 X X 0 0 0 STEVE SNETHKAMP TREASURER 2.00 X X 0 0 0 AMY SHORE SECRETARY 2.00 X X 0 0 0 ROSA M AILABOUNI BOARD MEMBER 2.00 X 0 0 0 AARON ALT EFF 092023 BOARD MEMBER 2.00 X 0 0 0 KURT BENDECK BOARD MEMBER 2.00 X 0 0 0 MELODY BIRMINGHAM EFF 122023 BOARD MEMBER 2.00 X 0 0 0 G ROSS BRIDGMAN BOARD MEMBER 2.00 X 0 0 0 JOSEPH CHLAPATY BOARD MEMBER 2.00 X 0 0 0 VINITA CLEMENTS BOARD MEMBER 2.00 X 0 0 0 ROBERT COCHRAN BOARD MEMBER 2.00 X 0 0 0 MICHAEL P FOLEY BOARD MEMBER 2.00 X 0 0 0 KENNETH M FREEDMAN BOARD MEMBER 2.00 X 0 0 0 HECTOR GARCIA-SANTANA BOARD MEMBER 2.00 X 0 0 0 JACK GEORGE BOARD MEMBER 2.00 X 0 0 0 TERRY HOPPMANN BOARD MEMBER 2.00 X 0 0 0 ERIC JOHNSON BOARD MEMBER 2.00 X 0 0 0 PHILLIP J LA SUSA BOARD MEMBER 2.00 X 0 0 0 VARUN MAHAJAN BOARD MEMBER 2.00 X 0 0 0 ALGENON L MARBLEY BOARD MEMBER 2.00 X 0 0 0 GAY SU PINNELL BOARD MEMBER 2.00 X 0 0 0 ELLEN PIZZUTI BOARD MEMBER 2.00 X 0 0 0 SKIP PRICHARD BOARD MEMBER 2.00 X 0 0 0 BETSY SCHUMACHER BOARD MEMBER 2.00 X 0 0 0 JOSEPH SOPHIA BOARD MEMBER 2.00 X 0 0 0 MICHAEL WEISS BOARD MEMBER 2.00 X 0 0 0 DENISE REHG RETIRED 082024 EXECUTIVE DIRECTOR 40.00 X 0 0 0 DANIEL WALSHAW COO 40.00 X 0 0 0 0 0 0 0 0 0 0 COLUMBUS ASSOCIATION FOR THE PERFORMING 55 E STATE STREET COLUMBUS OH 43215 MANAGEMENT FEES 346603 ROSSEN MILANOV 55 E STATE STREET COLUMBUS OH 43215 MUSIC DIRECTOR 272274 2 460782 19659154 13076218 63705 33196154 TICKET SALES 711130 2035590 2035590 PERFORMANCE FEES 711130 397992 397992 YOUTH ORCHESTRA 711130 139558 139558 ADVERTISING/PROMOTION 541800 920 920 2574060 634773 634773 2995 -2995 -2995 -2995 42875 460782 136913 -94038 -94038 13557 15517 -1960 -1960 MISCELLANEOUS INCOME 900099 20379 20379 20379 36326373 2573140 920 556159 X 10000 10000 3474184 3474184 164506 164506 370037 358160 3468 8409 417089 417089 346603 346603 4209932 2005897 920397 1283638 450232 447895 2012 325 339476 256016 14011 69449 422036 339013 55052 27971 193703 130503 12920 50280 16579 16579 37551 2098 35453 CONTRACTED STAGEHANDS 382122 373415 8707 LICENSE AND MEMBERSHIP 77140 49313 27673 154 BACKSTAGE AND USHERS 57086 56876 210 TICKETING AND BANK FEES 47290 11418 12783 23089 199206 120441 29595 49170 11214772 8216824 1476756 1521192 4085623 5240812 10061082 12132504 12799445 34488451 101938 50600 117648 104477 552031 423473 67803 128558 21747569 25283906 48981108 77429308 1464033 870706 115284 121293 116588 66634 1695905 1058633 X 9589384 9226683 37695819 67143992 47285203 76370675 48981108 77429308 X 25111601 3973871 X X 0 1 X 1 0 X 5596493 8934657 21356387 11119960 33196154 80203651 5596493 8934657 21356387 11119960 33196154 80203651 11713337 68490314 19025 391 6879 249893 634773 910961 11945 19724 29160 46723 21299 128851 81243463 10654677 0.84300 0.82560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 11,945. 2020 AMOUNT: $ 19,724. 2021 AMOUNT: $ 29,160. 2022 AMOUNT: $ 46,723. 2023 AMOUNT: $ 21,299. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21217238 411200 3881368 820005 24689801 19606701 418288 2052233 859984 21217238 21119915 2244534 -3012478 745270 19606701 17840990 420427 3410894 552396 21119915 16724964 70523 1486778 441275 17840990 0.00000 0.28000 0.72000 1 0 366598 338650 27948 185433 84823 100610 128558 BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 25218887 OPERATING LEASE RIGHT OF USE ASSETS 65019 25283906 OPERATING LEASE LIABILITIES 66634 66634 X 40777124 324450 152430 476880 40300244 -3973871 -3973871 36326373 11691652 324450 152430 476880 11214772 0 11214772 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT COMMUNITY OUTREACH, GENERAL OPERATIONS, YOUTH ACTIVITIES, PIANISTS AND OTHER PROGRAMS. INCOME RECEIVED, BASED ON PRE-DETERMINED INVESTMENT AND SPENDING POLICIES FROM THE ENDOWMENTS, SUPPORTS THE GENERAL OPERATIONS AND CSO OUTREACH ACTIVITIES. PART X, LINE 2: THE ORCHESTRA PERFORMS AN ANNUAL ASSESSMENT FOR ANY UNCERTAINTY IN INCOME TAX POSITIONS WHICH INCLUDES AN ANALYSIS OF WHETHER THERE ARE ANY TAX POSITIONS TAKEN WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED OR OTHER ACTIVITIES THAT MAY JEOPARDIZE THEIR TAX EXEMPT STATUS AND THUS WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION. AS OF AUGUST 31,2024 AND 2023, NO TAX LIABILITY WAS RECORDED AS THE ORCHESTRA DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 15,517. SPECIAL EVENT EXPENSES 136,913. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFICIAL ASSETS HELD BY OTHERS -3,973,871. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 136,913. COST OF SALES 15,517. GALA 503657 460782 42875 28493 51387 12800 44233 503657 460782 42875 28493 51387 12800 44233 136913 -94038 1 MUSIC EDUCATOR AWARDS 4 10000 N/A N/A PART I, LINE 2: THE COLUMBUS SYMPHONY ORCHESTRA DOES NOT MONITOR THE USE OF THE AWARDS GIVEN TO INDIVIDUALS. X VARIOUS ITEMS, INCLUDING CHARITY AUCTION 2 63705 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A STOCK BROKER TO SELL CONTRIBUTIONS OF STOCK. FORM 990, PART I, LINE 1 THE MISSION OF THE COLUMBUS SYMPHONY ORCHESTRA IS TO PROVIDE SYMPHONIC MUSIC AND EDUCATIONAL PROGRAMS OF THE HIGHEST QUALITY, TO ENGENDER PASSION AND EXCITEMENT IN OUR DIVERSE AUDIENCES. THIS IS PAIRED WITH OUR EDUCATIONAL MISSION: TO EDUCATE AND ENTERTAIN PEOPLE OF ALL AGES TO FOSTER TALENT, CREATE FUTURE AUDIENCES, NURTURE INTELLECTUAL DEVELOPMENT AND SPARK CREATIVITY. FORM 990, PART VI, SECTION A, LINE 3 DURING FISCAL YEAR 2024, THE COLUMBUS SYMPHONY ORCHESTRA (CSO) CONTINUED ITS MANAGEMENT AGREEMENT WITH THE COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS (CAPA). UNDER THIS AGREEMENT, CAPA PROVIDES CERTAIN MANAGEMENT, FINANCIAL, AND MARKETING SERVICES TO THE CSO. THE CSO'S BOARD CONTINUES TO PROVIDE OVERSIGHT AND STRATEGIC DIRECTION TO BOTH THE CSO'S STAFF AND CAPA IN ITS CAPACITY AS MANAGEMENT COMPANY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT UNDER THE DIRECTION OF THE CHIEF FINANCIAL OFFICER, AND IS ALSO REVIEWED BY THE INDEPENDENT AUDITORS. AFTER THESE REVIEWS, A FINAL DRAFT IS DISTRIBUTED TO THE BOARD FOR THEIR REVIEW BEFORE SUBMITTAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS. THESE FORMS ARE REVIEWED IN ORDER TO IDENTIFY POTENTIAL CONFLICT ISSUES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND VIA ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DISTRIBUTES AN ANNUAL REPORT THAT IS MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS AND OTHER ORGANIZATION DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, EXCEPT FOR THOSE THAT ARE REQUIRED TO BE DISCLOSED IN ACCORDANCE WITH LAW. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,005,897. MANAGEMENT AND GENERAL EXPENSES 920,397. FUNDRAISING EXPENSES 1,283,638. TOTAL EXPENSES 4,209,932. FORM 990, PART XI, LINE 9: INCREASE IN BENEFICIAL ASSETS HELD BY OTHERS 3,973,871. FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.