2025-07-15T12:50:47-04:00 2024-08-31 341602442 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 7555 FREDLE DR STE 110 CONCORD OH 44077 990 2023-09-01 341769835 CLEVELAND POPS ORCHESTRA CLEV 2167657677 23245 MERCANTILE ROAD SUITE B BEACHWOOD OH 44122 SHIRLEY MORGENSTERN PRESIDENT & CEO 2167657677 2025-07-15 true true ROLLAND B STANDISH P00169705 4409512997 2025-07-14 2023 2025-03-06 01:10:19Z JAMES M STONE 23245 MERCANTILE ROAD SUITE B BEACHWOOD OH 44122 1225028 false X CLEVELANDPOPS.COM X 1994 OH THE CLEVELAND POPS ORCHESTRA, LED BY CONDUCTOR CARL TOPILOW, PERFORMS THE HIGHEST QUALITY SYMPHONIC POPS MUSIC TO ENTERTAIN AND ENRICH A WIDE AND DIVERSE AUDIENCE AND PROVIDES EDUCATIONAL PROGRAMS TO DEVELOP AN ENDURING APPRECIATION OF MUSIC, BOTH ENHANCING THE RICHNESS AND VIBRANCY OF NORTHEAST OHIO LIVING. 23 23 4 91 0 481675 355153 615284 804538 0 5034 1096959 1164725 0 0 255380 248142 0 15276 1157645 1076596 1413025 1324738 -316066 -160013 504291 653823 376315 591261 127976 62562 X THE CLEVELAND POPS ORCHESTRA, LED BY CONDUCTOR CARL TOPILOW, PERFORMS THE HIGHEST QUALITY SYMPHONIC POPS MUSIC TO ENTERTAIN AND ENRICH A WIDE AND DIVERSE AUDIENCE AND PROVIDES EDUCATIONAL PROGRAMS TO DEVELOP AN ENDURING APPRECIATION OF MUSIC, BOTH ENHANCING THE RICHNESS AND VIBRANCY OF NORTHEAST OHIO LIVING. false false 1113715 804538 THROUGH THE GENEROSITY OF MANY, THE CLEVELAND POPS ORCHESTRA ACHIEVED NEW HEIGHTS IN 2024, INCLUDING: -OVER 35,000 PEOPLE WERE ABLE TO ATTEND OUR CONCERTS. FROM SEVERANCE HALL, CONNOR PALACE, AND FREE OUTDOOR CONCERTS AROUND OUR REGION, THE POPS CONNECTS PEOPLE FROM ALL WALKS OF LIFE WITH THE MUSIC OF THEIR LIVES. -OVER 100 PROFESSIONAL MUSICIANS FROM NORTHEAST OHIO WERE EMPLOYED THROUGH THE POPS. AS A RESULT OF NEW PARTNERSHIPS FORMED WITH PLAYHOUSE SQUARE, LIVE NATION, THE CLEVELAND BALLET, THE CLEVELAND POPS ADDED SEVERAL MORE PERFORMANCE OPPORTUNITIES FOR MUSICIANS IN THE 2024- 2025 SEASON. -NATIONALLY ACCLAIMED GUEST ARTISTS HAVE WOWED AUDIENCES, PLAYING MUSIC FROM BROADWAY, THE MOVIES, JAZZ, AND LIGHT CLASSICS. -OUR JEAN L. PETITT SCHOLARSHIP AWARD FOR HIGH SCHOOL STUDENTS PROVIDED YOUNG ARTISTS PERFORMANCE OPPORTUNITIES WITH THE CLEVELAND POPS ORCHESTRA AND RESOURCES TOWARDS CONTINUING THEIR EDUCATION. -YOUTH ENSEMBLES, INCLUDING THE CLEVELAND POPS YOUTH ORCHESTRA, PERFORMED WITH OUR PROFESSIONAL MUSICIANS. -THE CLEVELAND POPS ORCHESTRA PERFORMED SEVEN CONCERTS AS PART OF OUR SUBSCRIPTION SEASON, WITH SEVERAL PERFORMANCES BEING CLOSE TO SOLD-OUT. SEVERAL RUN-OUT CONCERTS WERE PERFORMED, SPONSORED BY LOCAL CORPORATIONS, MUNICIPALITIES,WITH SEVERAL THOUSAND IN ATTENDANCE.FOR THE 24-25 SEASON THERE ARE PLANS FOR CONDUCTOR CARL TOPILOW TO WORK WITH A GROUP OF 300 HIGH SCHOOL STUDENTS. THERE ARE ALSO PARTNERSHIPS PLANNED WITH OTHER NON-PROFIT ARTS ORGANIZATIONS SUCH AS THE CLEVELAND BALLET AND PLAYHOUSE SQUARE. 60174 -ACTUAL MUSIC ACTUAL MUSIC IS AN EDUCATION PROGRAM DESIGNED TO ENGAGE CHILDREN IN THE WONDERFUL WORLD OF MUSIC AND DANCE. ACTUAL MUSIC PROVIDES EDUCATION, PARTICIPATION, LISTENING AND VISUAL EXCITEMENT TO THE YOUNG STUDENT. THE PROGRAM ALSO PROVIDES TEACHERS WITH THE TOOLS TO CONTINUE THE PROGRAM IN THEIR CLASSROOMS. THE ACTUAL MUSIC PROGRAM IS BASED ON THE ACADEMIC CONTENT STANDARDS SET BY THE OHIO DEPARTMENT OF EDUCATION. IN THE SUMMER OF 2024, ACTUAL MUSIC WAS BROUGHT TO THE YMCA OF THE ROCKIES IN ESTES PARK, CO. CAMPERS AT THE YMCA EXPERIENCED THE JOY OF MUSIC, MOVEMENT, AND SONG THROUGH THIS UNIQUE PROGRAM INTRODUCED TO THEM THROUGH A COLLABORATION BETWEEN THE CLEVELAND POPS AND THE YMCA. -A GRANT TO COVER THE HIRING OF A CLEVELAND POPS EDUCATION/COMMUNITY OUTREACH MANAGER IS IN THE WORKS. ONCE FILLED, THIS STAFF MEMBER WILL WORK TO BRING ACTUAL MUSIC TO LOCAL SCHOOL DISTRICTS IN THE COMING YEAR. -THE CLEVELAND POPS YOUTH ORCHESTRA THE CLEVELAND POPS ORCHESTRA, IN COLLABORATION WITH THE MUSIC SETTLEMENT, HAS ESTABLISHED THE CLEVELAND POPS YOUTH ORCHESTRA TO NURTURE AND TRAIN YOUNG MUSICIANS TO REACH THEIR FULL POTENTIAL WHILE PROMOTING CRITICAL THINKING, SELF-CONFIDENCE, AND LEADERSHIP SKILLS THROUGH MUSIC. UNDER THE BATON OF CONDUCTOR CARL TOPILOW, YOUTH ORCHESTRA MEMBERS EXPLORE THE MUSIC OF BROADWAY, HOLLYWOOD, JAZZ, LIGHT CLASSICS, AND POPULAR SONGS. THE CLEVELAND POPS YOUTH ORCHESTRA MUSICIANS RECEIVE COACHING FROM MEMBERS OF THE CLEVELAND POPS ORCHESTRA AND TEACHERS FROM THE MUSIC SETTLEMENT. THE MUSICIANS ALSO PERFORMED FOUR CONCERTS AND ONE PLAYING SIDE BY SIDE WITH THE CLEVELAND POPS ORCHESTRA. 1173889 true true false false false false false false false true true true false true true true true false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false true 34 0 true 4 true false false false false false true true false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true false false OH X X X SHIRLEY MORGENSTERN 2167657677 23245 MERCANTILE ROAD SUITE B BEACHWOOD OH 44122 SHIRLEY MORGENSTERN PRESIDENT & 40.00 X 91800 0 0 JAMES M STONE CHAIR 5.00 X X 0 0 0 ANN MARIE HAWKINS VICE CHAIR 5.00 X X 0 0 0 RUSSELL H GRINDON TREASURER 5.00 X X 0 0 0 ADRIENNE STEMEN SECRETARY 5.00 X X 0 0 0 SANDRA M BOYD DIRECTOR 1.00 X 0 0 0 AUSTIN G CARR DIRECTOR 1.00 X 0 0 0 SUSAN DELANEY DIRECTOR 1.00 X 0 0 0 DAVID J ELK DIRECTOR 1.00 X 0 0 0 EDWARD H GABELMAN DIRECTOR 1.00 X 0 0 0 TAYLOR GEVRY DIRECTOR 1.00 X 0 0 0 EDWARD H LUECKE DIRECTOR 1.00 X 0 0 0 RYAN T MARRIE DIRECTOR 1.00 X 0 0 0 SALLY MESSINGER DIRECTOR 1.00 X 0 0 0 LISA H MICHEL DIRECTOR 1.00 X 0 0 0 JUSTIN R MISTOVICH DIRECTOR 1.00 X 0 0 0 LYDIA PARKER DIRECTOR 1.00 X 0 0 0 MICHAEL A SHEMO DIRECTOR 1.00 X 0 0 0 ANDREW D SMITH DIRECTOR 1.00 X 0 0 0 RANDALL L SOLOMON DIRECTOR 1.00 X 0 0 0 SALVATORE J TOTINO DIRECTOR 1.00 X 0 0 0 KEITH WARNER DIRECTOR 1.00 X 0 0 0 ROBERT B WELTMAN DIRECTOR 1.00 X 0 0 0 EVELYN WRIGHT DIRECTOR 1.00 X 0 0 0 91800 false false false CARL TOPILOW 28350 CAMBRIDGE LANE PEPPER PIKE OH 44124 CONDUCT/MUSIC 110000 1 71252 88399 195502 355153 CONCERT REVENUE 711130 798012 798012 YOUTH ORCHESTRA 711130 6526 6526 804538 60303 71252 60303 MISCELLANEOUS 5034 5034 5034 1164725 809572 91800 73440 13770 4590 130138 101896 28242 8178 6543 654 981 18026 14165 1623 2238 59683 59683 1915 1915 45116 45116 106333 106333 32727 28659 4068 1633 1633 74084 56986 9631 7467 925 925 4562 1862 2700 MUSICIANS AND PERFORMERS 564078 564078 CONCERT PRODUCTION COSTS 128237 128237 DUES & SUBSCRIPTIONS 14343 14343 CREDIT CARD FEES 13287 13287 29673 29673 1324738 1173889 135573 15276 311102 156921 12845 56595 8068 97867 26581 41291 9242 8241 13141 1001 129634 150074 2920 150074 504291 653823 29043 59380 347272 381285 150596 376315 591261 X -60883 -69983 188859 132545 127976 62562 504291 653823 X -160013 22355 72244 X false true X true false X 422167 504199 682235 481675 355153 2445429 422167 504199 682235 481675 355153 2445429 5886 2439543 2278 2936 5034 10248 2455677 2753786 0.99340 0.97130 X PART II, LINE 10 CUMULATIVE - 5 YRS 10,248 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129634 22355 1915 150074 120901 10538 1806 129634 145292 2571 -22705 2571 1686 120901 108567 38361 1636 145292 110958 -726 1665 108567 1.00000 true false 9242 8241 1001 1001 POOLED INVESTMENTS AT CLE FND 150074 F 150074 RIGHT OF USE ASSET 150074 150074 LEASE LIABILITY 150596 150596 X 1185165 22355 22355 1162810 1915 1915 1164725 1322823 1322823 1915 1915 1324738 SCHEDULE D, PAGE 2, PART V, LINE 4 TO PROVIDE FINANCIAL STABILITY TO THE ORCHESTRA AND TO ENRICH AND EXPAND ITS PROGRAMS, ALL AS DETERMINED FROM TIME TO TIME BY ITS BOARD. SCHEDULE D, PAGE 3, PART X THE ORCHESTRA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE ORCHESTRA CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. SPECIAL EVENTS 131555 71252 60303 17663 26222 5155 11263 131555 71252 60303 17663 26222 5155 11263 60303 CARL TOPILOW SPOUSE OF CEO 110000 MUSIC DIR/CONDUCT false FORM 990 - ORGANIZATION'S MISSION THE CLEVELAND POPS ORCHESTRA, LED BY CONDUCTOR CARL TOPILOW, PERFORMS THE HIGHEST QUALITY SYMPHONIC POPS MUSIC TO ENTERTAIN AND ENRICH A WIDE AND DIVERSE AUDIENCE AND PROVIDES EDUCATIONAL PROGRAMS TO DEVELOP AN ENDURING APPRECIATION OF MUSIC, BOTH ENHANCING THE RICHNESS AND VIBRANCY OF NORTHEAST OHIO LIVING. FORM 990, PAGE 2, PART III, LINE 4A THROUGH THE GENEROSITY OF MANY, THE CLEVELAND POPS ORCHESTRA ACHIEVED NEW HEIGHTS IN 2024, INCLUDING: -OVER 35,000 PEOPLE WERE ABLE TO ATTEND OUR CONCERTS. FROM SEVERANCE HALL, CONNOR PALACE, AND FREE OUTDOOR CONCERTS AROUND OUR REGION, THE POPS CONNECTS PEOPLE FROM ALL WALKS OF LIFE WITH THE MUSIC OF THEIR LIVES. -OVER 100 PROFESSIONAL MUSICIANS FROM NORTHEAST OHIO WERE EMPLOYED THROUGH THE POPS. AS A RESULT OF NEW PARTNERSHIPS FORMED WITH PLAYHOUSE SQUARE, LIVE NATION, THE CLEVELAND BALLET, THE CLEVELAND POPS ADDED SEVERAL MORE PERFORMANCE OPPORTUNITIES FOR MUSICIANS IN THE 2024- 2025 SEASON. -NATIONALLY ACCLAIMED GUEST ARTISTS HAVE WOWED AUDIENCES, PLAYING MUSIC FROM BROADWAY, THE MOVIES, JAZZ, AND LIGHT CLASSICS. -OUR JEAN L. PETITT SCHOLARSHIP AWARD FOR HIGH SCHOOL STUDENTS PROVIDED YOUNG ARTISTS PERFORMANCE OPPORTUNITIES WITH THE CLEVELAND POPS ORCHESTRA AND RESOURCES TOWARDS CONTINUING THEIR EDUCATION. -YOUTH ENSEMBLES, INCLUDING THE CLEVELAND POPS YOUTH ORCHESTRA, PERFORMED WITH OUR PROFESSIONAL MUSICIANS. -THE CLEVELAND POPS ORCHESTRA PERFORMED SEVEN CONCERTS AS PART OF OUR SUBSCRIPTION SEASON, WITH SEVERAL PERFORMANCES BEING CLOSE TO SOLD-OUT. SEVERAL RUN-OUT CONCERTS WERE PERFORMED, SPONSORED BY LOCAL CORPORATIONS, MUNICIPALITIES,WITH SEVERAL THOUSAND IN ATTENDANCE.FOR THE 24-25 SEASON THERE ARE PLANS FOR CONDUCTOR CARL TOPILOW TO WORK WITH A GROUP OF 300 HIGH SCHOOL STUDENTS. THERE ARE ALSO PARTNERSHIPS PLANNED WITH OTHER NON-PROFIT ARTS ORGANIZATIONS SUCH AS THE CLEVELAND BALLET AND PLAYHOUSE SQUARE. FORM 990, PAGE 2, PART III, LINE 4B -ACTUAL MUSIC ACTUAL MUSIC IS AN EDUCATION PROGRAM DESIGNED TO ENGAGE CHILDREN IN THE WONDERFUL WORLD OF MUSIC AND DANCE. ACTUAL MUSIC PROVIDES EDUCATION, PARTICIPATION, LISTENING AND VISUAL EXCITEMENT TO THE YOUNG STUDENT. THE PROGRAM ALSO PROVIDES TEACHERS WITH THE TOOLS TO CONTINUE THE PROGRAM IN THEIR CLASSROOMS. THE ACTUAL MUSIC PROGRAM IS BASED ON THE ACADEMIC CONTENT STANDARDS SET BY THE OHIO DEPARTMENT OF EDUCATION. IN THE SUMMER OF 2024, ACTUAL MUSIC WAS BROUGHT TO THE YMCA OF THE ROCKIES IN ESTES PARK, CO. CAMPERS AT THE YMCA EXPERIENCED THE JOY OF MUSIC, MOVEMENT, AND SONG THROUGH THIS UNIQUE PROGRAM INTRODUCED TO THEM THROUGH A COLLABORATION BETWEEN THE CLEVELAND POPS AND THE YMCA. -A GRANT TO COVER THE HIRING OF A CLEVELAND POPS EDUCATION/COMMUNITY OUTREACH MANAGER IS IN THE WORKS. ONCE FILLED, THIS STAFF MEMBER WILL WORK TO BRING ACTUAL MUSIC TO LOCAL SCHOOL DISTRICTS IN THE COMING YEAR. -THE CLEVELAND POPS YOUTH ORCHESTRA THE CLEVELAND POPS ORCHESTRA, IN COLLABORATION WITH THE MUSIC SETTLEMENT, HAS ESTABLISHED THE CLEVELAND POPS YOUTH ORCHESTRA TO NURTURE AND TRAIN YOUNG MUSICIANS TO REACH THEIR FULL POTENTIAL WHILE PROMOTING CRITICAL THINKING, SELF-CONFIDENCE, AND LEADERSHIP SKILLS THROUGH MUSIC. UNDER THE BATON OF CONDUCTOR CARL TOPILOW, YOUTH ORCHESTRA MEMBERS EXPLORE THE MUSIC OF BROADWAY, HOLLYWOOD, JAZZ, LIGHT CLASSICS, AND POPULAR SONGS. THE CLEVELAND POPS YOUTH ORCHESTRA MUSICIANS RECEIVE COACHING FROM MEMBERS OF THE CLEVELAND POPS ORCHESTRA AND TEACHERS FROM THE MUSIC SETTLEMENT. THE MUSICIANS ALSO PERFORMED FOUR CONCERTS AND ONE PLAYING SIDE BY SIDE WITH THE CLEVELAND POPS ORCHESTRA. FORM 990, PAGE 6, PART VI, LINE 11B PRIOR TO FILING, THE FORM 990 IS PRESENTED TO THE TREASURER, FINANCE STAFF, AND THE PRESIDENT/CEO FOR REVIEW AND APPROVAL. THE BOARD OF DIRECTORS IS ALSO PROVIDED A COPY OF THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C EACH YEAR, BOARD MEMBERS AND STAFF ARE ASKED TO REVIEW THE POPS' CONFLICT OF INTEREST POLICY AND TO COMPLETE A "DISCLOSURE OF INTEREST CERTIFICATE". THE CERTIFICATE REQUESTS THAT THE DIRECTORS AND STAFF, TO THE BEST OF THEIR KNOWLEDGE AND BELIEF, DISCLOSE AFFILIATIONS WITH ORGANIZATIONS, OR RELATED PARTIES OF SUCH ORGANIZATIONS, THAT MAY POTENTIALLY RESULT IN A CONFLICT OF INTEREST. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN BOTH TO ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBIITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION MAY BE ACHIEVED THROUGH THE RECUSAL OR FIREWALLING OF THE INDIVIDUAL IN QUESTION, THUS ENSURING THAT THE CONFLICT IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY IS UPHELD. THE GOVERNANCE COMMITTEE IS CHARGED FOR MONITORING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE ANNUALLY EVALUATES THE PERFORMANCE OF THE PRESIDENT/CEO. COMPENSATION IS BASED ON PERFORMANCE AND COMPARED TO STATISTICS PUBLISHED EACH YEAR BY THE LEAGUE OF AMERICAN ORCHESTRAS AND COMPARED TO THEIR PEERS WITH SIMILAR ORCHESTRAS IN BUDGET, SIZE, AND NUMBER OF PERFORMANCES. THE REVIEW IS PERFORMED BY INDEPENDENT PERSONS AND AFTER DELIBERATIONS, THE DECISION IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATIONS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 PRIOR PERIOD ADJUSTMENT 72,244