2026-06-22T13:55:00-05:00 2025-08-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2024-09-01 310537080 CINCINNATI SYMPHONY ORCHESTRA CINC 5137443306 1241 ELM STREET CINCINNATI OH 452027531 GREGORY LEE CHIEF FINANCIAL OFFICER 5136211919 2026-06-18 1 1 ANNAMARIE B REILLY P00431897 5132413111 2026-06-18 2024 2025-03-06 01:10:19Z ROBERT MCGRATH 1241 ELM STREET CINCINNATI OH 452027531 176541144 0 X HTTPS://CINCINNATISYMPHONY.ORG X 1894 OH TO SEEK AND SHARE INSPIRATION. 41 39 539 160 13252 0 28645249 94342425 9888156 11172919 14571156 10249101 226085 75374 53330646 115839819 0 0 0 0 25684048 26939049 445394 631583 2531170 14029823 14390873 40159265 41961505 13171381 73878314 377754303 479702083 17832428 28203058 359921875 451499025 THE MISSION OF THE CINCINNATI SYMPHONY ORCHESTRA IS TO SEEK AND SHARE INSPIRATION. 0 0 31745184 11219817 ORCHESTRA CONCERTS OF CLASSICAL WORKS (40), POPS (18), YOUTH AND EDUCATIONAL (209), AND OTHER CONCERTS (40). ADDITIONALLY, THE ORCHESTRA PROVIDES SERVICES TO THE CINCINNATI BALLET (41) AS WELL AS OTHER SERVICES TO SIMILAR MISSION-ALIGNED ENTITIES. THROUGH ALL PROGRAM SERVICES OF THE ORCHESTRA THE TOTAL NUMBER OF ARTS PATRONS SERVED WAS 242,098. 31745184 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 184 0 1 539 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 41 39 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 KY X GREGORY LEE 5137443306 1241 ELM STREET CINCINNATI OH 452027531 ADRIAN CUNNINGHAM DIRECTOR 0.50 X 0 0 0 AIK KHAI PUNG DIRECTOR 0.50 X 0 0 0 ALBERT SMITHERMAN DIRECTOR 0.50 X 0 0 0 ANDREA COSTA DIRECTOR 0.50 X 0 0 0 ANNE MULDER DIRECTOR 0.50 X 0 0 0 BLAIR FLEISCHMANN DIRECTOR EMERITUS 0.50 X 0 0 0 DORIE AKERS DIRECTOR 0.50 X 0 0 0 DUCK WADSWORTH DIRECTOR EMERITUS 0.50 X 0 0 0 EDNA KEOWN DIRECTOR 0.50 X 0 0 0 EVIN BLOMBERG DIRECTOR & VIOLIN 40.00 X 123165 0 15904 FLORENCE KOETTERS DIRECTOR EMERITUS 0.50 X 0 0 0 FRANCIE HILTZ DIRECTOR EMERITUS 0.50 X 0 0 0 GABE DAVIS DIRECTOR 0.50 X 0 0 0 HEATHER APPLE DIRECTOR 0.50 X 0 0 0 JACK ROUSE DIRECTOR EMERITUS 0.50 X 0 0 0 JAMES MINUTOLO DIRECTOR 0.50 X 0 0 0 JOE HIRSCHHORN DIRECTOR EMERITUS 0.50 X 0 0 0 JOHN LANNI DIRECTOR 0.50 X 0 0 0 KARI ULLMAN DIRECTOR 0.50 X 0 0 0 KATE BROWN DIRECTOR 0.50 X 0 0 0 KORI HILL DIRECTOR 0.50 X 0 0 0 LAURA MITCHELL DIRECTOR 0.50 X 0 0 0 LISA KELLY DIRECTOR 0.50 X 0 0 0 MARIA ESPINOLA DIRECTOR 0.50 X 0 0 0 MELANIE HEALEY DIRECTOR 0.50 X 0 0 0 MICHAEL BERGAN DIRECTOR 0.50 X 0 0 0 OTTO BUDIG DIRECTOR EMERITUS 0.50 X 0 0 0 PATRICK SCHLEKER DIRECTOR & PRINCIPAL TIMPA 40.00 X 177580 0 29535 RALPH BROWN DIRECTOR 0.50 X 0 0 0 RICK REYNOLDS DIRECTOR EMERITUS 0.50 X 0 0 0 ROB MCDONALD DIRECTOR 0.50 X 0 0 0 SHANNON LAWSON DIRECTOR 0.50 X 0 0 0 SPENCER LILES DIRECTOR EMERITUS 0.50 X 0 0 0 STEPHANIE SMITH DIRECTOR 0.50 X 0 0 0 TRISH BRYAN DIRECTOR EMERITUS 0.50 X 0 0 0 VALARIE SHEPPARD DIRECTOR 0.50 X 0 0 0 WILL LINDNER DIRECTOR 0.50 X 0 0 0 DIANNE ROSENBERG IMMEDIATE PAST CHAIR 0.50 1.00 X 0 0 0 CHARLA WEISS CHAIR 0.50 1.00 X X 0 0 0 SUE MCPARTLIN TREASURER 0.50 1.00 X X 0 0 0 GERRON MCKNIGHT SECRETARY 0.50 X X 0 0 0 JONATHAN MARTIN PRESIDENT & CEO 40.00 5.00 X 534269 74375 33679 RICHARD FRESHWATER VICE PRESIDENT & CFO 30.00 15.00 X 273355 75841 36351 ROBERT MCGRATH CHIEF OPERATING OFFICER 40.00 X 359078 0 34448 MARY MCFADDEN LAWSON CHIEF PHILANTHROPY OFFICER 40.00 X 266462 0 33026 HAROLD BROWN CHIEF DIVERSITY & INCLUSIO 40.00 X 239437 0 31945 STEFANI MATSUO CONCERTMASTER, VIOLIN 40.00 X 324305 0 9064 DWIGHT PARRY PRINCIPAL OBOE 40.00 X 231198 0 15904 JOHN RUSSELL POPS CONDUCTOR 40.00 X 217923 0 39802 ELIZABETH FREIMUTH PRINCIPAL FRENCH HORN 40.00 X 217788 0 29536 CHRISTOPHER PELL PRINCIPAL CLARINET 40.00 X 217132 0 15904 3181692 150216 325098 109 0 1 0 CAPACITY INTERACTIVE CONSULTING LLC PO BOX 83447 WOBURN MA 01813 MARKETING & WEB SERVICES 656726 CRISTI MACELARU 1241 ELM ST CINCINNATI OH 45202 MUSIC DIRECTOR 577750 COMMUNITY COUNSELING SERVICES CO LLC 527 MADISON AVE NEW YORK NY 10022 FUNDRAISING CAMPAIGN CONSULTING 532308 JRH CONSULTANTS 8843 GREENBELT RD 288 GREENBELT MD 20770 INFORMATION TECHNOLOGY 490415 ADAGE TECHNOLOGIES INC 10 S RIVERSIDE PLAZA STE 1500 CHICAGO IL 60606 WEBSITE DEVELOPMENT 258209 13 5978260 776339 87587826 602678 94342425 CONCERTS AND OTHER ORCHESTRA INCO 711130 10373176 10373176 SERVICE FEES 711130 719093 719093 STUDENT PROGRAM 711130 80650 80650 11172919 7160944 13252 7147692 28476 28476 63789482 60701325 3088157 3088157 3088157 7103 0 7103 7103 MISCELLANEOUS 900099 39795 39795 39795 115839819 11219817 13252 10264325 X 1827050 1524518 201300 101232 19929157 16607800 2221925 1099432 1106826 936416 106206 64204 2559228 2165199 245572 148457 1516788 1295296 136908 84584 30179 30179 79512 79512 631583 631583 465995 465995 4334477 3461807 870153 2517 1632885 1582632 4805 45448 500638 321744 157934 20960 1371974 1021561 339656 10757 89643 70325 15498 3820 360703 147412 181073 32218 2404187 289855 2112177 2155 154851 69330 85521 PERFORMANCE COSTS 1930366 1930366 AUDIENCE/DONOR ENGAGEME 311592 26754 21027 263811 BANK AND CREDIT CARD FE 246364 89184 149854 7326 REPAIRS AND MAINTENANCE 234816 62511 172305 242691 142474 87551 12666 41961505 31745184 7685151 2531170 487049 709469 32339829 33995574 10130154 59245027 740929 537713 1345290 1557863 88181243 28305500 53637430 59875743 273726022 318329393 4719936 4795717 627664 655584 377754303 479702083 3047924 5075186 3999714 4294409 10784790 18833463 17832428 28203058 X 143393067 155936782 216528808 295562243 359921875 451499025 377754303 479702083 X 73878314 14747915 2950921 X X 0 1 X 1 0 X 28621257 35790515 32436312 28645249 94342425 219835758 28621257 35790515 32436312 28645249 94342425 219835758 45268448 174567310 3513998 5787546 5003486 5588017 7189420 27082467 2690 2690 246920915 44352790 0.70700 0.59510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 270144862 2654896 24058254 6296506 290561506 236136715 3357262 39100250 8449365 270144862 224568209 841338 16822510 6095342 236136715 262206440 4857444 -37256610 5239065 224568209 212390212 4121112 50694016 4998900 262206440 0.26426 0.54853 0.18721 1 0 9096754 9096754 65378974 21158703 44220271 3531747 2405435 1126312 5819188 4105270 1713918 4354580 636092 3718488 59875743 OTHER 220682 CHARITABLE GIFT ANNUITY LIABILITY 698209 INTERCOMPANY 17258988 LEASE LIABILITY 655584 18833463 X PART V, LINE 4: THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO PROVIDE INCOME TO OPERATIONS. PART X, LINE 2: CSO AND MEMI ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF OHIO LAW. HOWEVER, CSO AND MEMI ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. CSO AND MEMI ARE NOT AWARE OF ANY MATERIAL ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. RIVERBANK, RIVERBEND, TREH LLC AND EVT ARE DISREGARDED ENTITIES WHOSE OPERATIONAL RESULTS ARE INCLUDED IN THEIR PARENT ENTITY. CSO AND MEMI'S IRS FORMS 990 ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. CSO AND MEMI BELIEVES THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, THEREFORE, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. X 1 BENNETT DIRECT 324 E WISCONSIN AVE STE 1220 MILWAUKEE WI 53202 TELEFUNDING 0 129023 99275 29748 COMMUNITY COUNSELING SERVICES CO LLC 527 MADISON AVE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CAMPAIGN CONSULTING 0 0 532308 -532308 129023 631583 -502560 OH KY SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION CONTRACTED WITH A TELEFUNDING COMPANY TO SOLICIT CONTRIBUTIONS. PART 1, LINE 2B COMMUNITY COUNSELING SERVICES DOES NOT DIRECTLY FUNDRAISE BUT INSTEAD PROVIDES POTENTIAL FUNDRAISING SOURCES, FUNDRAISING STRATEGIES, AND OTHER ASSISTANCE. THEREFORE, THERE ARE NO GROSS RECEIPTS FROM THIS ACTIVITY X X X X X 0 0 0 0 0 0 0 1 0 JONATHAN MARTIN PRESIDENT & CEO 386751 74375 147518 0 0 0 20073 3860 8174 1572 562516 79807 0 0 ROBERT MCGRATH CHIEF OPERATING OFFICER 284078 0 75000 0 0 0 14093 0 20355 0 393526 0 0 0 RICHARD FRESHWATER VICE PRESIDENT & CFO 198355 70841 75000 5000 0 0 15423 5508 11362 4058 300140 85407 0 0 STEFANI MATSUO CONCERTMASTER, VIOLIN 324305 0 0 0 0 0 9064 0 0 0 333369 0 0 0 MARY MCFADDEN LAWSON CHIEF PHILANTHROPY OFFICER 211462 0 55000 0 0 0 10659 0 22367 0 299488 0 0 0 HAROLD BROWN CHIEF DIVERSITY & INCLUSIO 191937 0 47500 0 0 0 9578 0 22367 0 271382 0 0 0 JOHN RUSSELL POPS CONDUCTOR 217923 0 0 0 0 0 17434 0 22368 0 257725 0 0 0 ELIZABETH FREIMUTH PRINCIPAL FRENCH HORN 217788 0 0 0 0 0 9064 0 20472 0 247324 0 0 0 DWIGHT PARRY PRINCIPAL OBOE 231198 0 0 0 0 0 9064 0 6840 0 247102 0 0 0 CHRISTOPHER PELL PRINCIPAL CLARINET 217132 0 0 0 0 0 9064 0 6840 0 233036 0 0 0 PATRICK SCHLEKER DIRECTOR & PRINCIPAL TIMPA 177580 0 0 0 0 0 9064 0 20471 0 207115 0 0 0 PART I, LINE 7 BONUS COMPENSATION PAYMENTS PAID TO EXECUTIVE PERSONNEL WERE DISCRETIONARY AND NOT SPECIFIED BY CONTRACT. X 23 602678 STOCK EXCHANGE VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO PREPARES SUPPORTING SCHEDULES USED FOR 990 PREPARATION. THE CFO PERFORMS THE INITIAL REVIEW WITH THE CPA/AUDITOR. THE EXECUTIVE COMMITTEE AND AUDIT 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 990S 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 ORGANIZATION MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW. FORM 990, PART VI, LINE 1A: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTS OF NOT LESS THAN SEVEN DIRECTORS, WHICH SHALL HAVE ALL OF THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS EXCEPT THE POWER TO FILL VACANCIES OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIR OF THE BOARD, THE VICE CHAIRS, THE TREASURER, THE SECRETARY, THE IMMEDIATE PAST CHAIR, AND THE CHAIR OF THE BENEFACTORS COUNCIL. FORM 990, PART IX, LINE 11G ARTIST FEES AND EXPENSES: PROGRAM SERVICE EXPENSES 3,124,389. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,124,389. OTHER: PROGRAM SERVICE EXPENSES 337,418. MANAGEMENT AND GENERAL EXPENSES 870,153. FUNDRAISING EXPENSES 2,517. TOTAL EXPENSES 1,210,088. FORM 990, PART XI, LINE 9: NET CHANGE IN FUNDS HELD BY OTHERS FOR THE BENEFIT OF CSO 2,950,921. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. RIVERBANK REAL ESTATE HOLDING COMPANY LLC 1241 ELM STREET CINCINNATI OH 45202 843372181 HOLDING COMPANY FOR ANDREW J. BRADY MUSIC CENTER ASSETS OH 17714 25569172 CINCINNATI SYMPHONY ORCHESTRA RIVERBEND REAL ESTATE HOLDING COMPANY LLC 1241 ELM STREET CINCINNATI OH 45202 842404754 HOLDING COMPANY FOR RIVERBEND MUSIC CENTER ASSETS OH 17711 6185172 CINCINNATI SYMPHONY ORCHESTRA TAFT REAL ESTATE HOLDING COMPANY LLC 1241 ELM STREET CINCINNATI OH 45202 842998799 HOLDING COMPANY FOR THE TAFT THEATRE LEASE AND ASSETS OH 18500 1180918 CINCINNATI SYMPHONY ORCHESTRA RIVER VISION PROPERTIES LLC 1241 ELM STREET CINCINNATI OH 45202 934155244 HOLDING COMPANY FOR RIVERVISION ASSETS OH 73517 22604322 CINCINNATI SYMPHONY ORCHESTRA 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 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 0 MUSIC AND EVENT MANAGMENT INC C 5978260 CASH VALUE MUSIC AND EVENT MANAGMENT INC Q 2706527 CASH VALUE