Nonprofit · EIN 34-1769835
CLEVELAND POPS ORCHESTRA
Tax-exempt · BEACHWOOD, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $1,461,054 | $1,585,526 | -$124,472 | $616,974 | $672,698 | -$55,724 |
| August 31, 2024 | 990 | $1,164,725 | $1,324,738 | -$160,013 | $653,823 | $591,261 | $62,562 |
| August 31, 2023 | 990 | $1,096,959 | $1,413,025 | -$316,066 | $504,291 | $376,315 | $127,976 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $371,662
- of which government grants
- $81,343
- Program service revenue
- $1,084,024
- Investment income
- $0
- Other revenue
- $5,368
Expenses
- Grants and similar amounts paid
- $2,000
- Compensation of officers, directors and key employees
- $90,800
- Other salaries and wages
- $111,467
- Salaries, compensation and benefits (total)
- $231,200
- Professional fundraising fees
- $0
- Accounting fees
- $91,879
- Occupancy
- $268,184
- Depreciation
- $1,001
- Program services (functional)
- $1,390,391
- Management and general (functional)
- $174,485
- Fundraising (functional)
- $20,650
Balance sheet and other
- Total assets, start of year
- $653,823
- Total assets, end of year
- $616,974
- Total liabilities, end of year
- $672,698
- Net assets, end of year
- -$55,724
- Net assets without donor restrictions
- -$186,562
- Net assets with donor restrictions
- $130,838
- Gross receipts
- $1,518,494
- Employees
- 3
- Volunteers
- 88
- Year formed
- 1994
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY MORGENSTERN | PRESIDENT & Officer | 40 | $91,800 |
| JAMES M STONE | CHAIR Trustee or director, Officer | 5 | $0 |
| ANN MARIE HAWKINS | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| RUSSELL H GRINDON | TREASURER Trustee or director, Officer | 5 | $0 |
| ADRIENNE STEMEN | SECRETARY Trustee or director, Officer | 5 | $0 |
| DONALD MESSINGER | IMMEDIATE PA Trustee or director | 1 | $0 |
| SANDRA M BOYD | DIRECTOR Trustee or director | 1 | $0 |
| ROSIE BURKE | DIRECTOR Trustee or director | 1 | $0 |
| AUSTIN G CARR | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD H GABELMAN | DIRECTOR Trustee or director | 1 | $0 |
| TRICIA GARDNER | DIRECTOR Trustee or director | 1 | $0 |
| TAYLOR GEVRY | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD H LUECKE | DIRECTOR Trustee or director | 1 | $0 |
| RYAN T MARRIE | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| SALLY MESSINGER | DIRECTOR Trustee or director | 1 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA H MICHEL | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN R MISTOVICH | DIRECTOR Trustee or director | 1 | $0 |
| LYDIA PARKER | DIRECTOR Trustee or director | 1 | $0 |
| LAWRENCE OSHER | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL SCHNEIDLER | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL A SHEMO | DIRECTOR Trustee or director | 1 | $0 |
| RANDALL L SOLOMON | DIRECTOR Trustee or director | 1 | $0 |
| DEANA STEIN | DIRECTOR Trustee or director | 1 | $0 |
| SALVATORE J TOTINO | DIRECTOR Trustee or director | 1 | $0 |
| KEITH WARNER | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT B WELTMAN | DIRECTOR Trustee or director | 1 | $0 |
| EVELYN WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY MORGENSTERN | PRESIDENT & Officer | 40 | $91,800 |
| JAMES M STONE | CHAIR Trustee or director, Officer | 5 | $0 |
| ANN MARIE HAWKINS | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| RUSSELL H GRINDON | TREASURER Trustee or director, Officer | 5 | $0 |
| ADRIENNE STEMEN | SECRETARY Trustee or director, Officer | 5 | $0 |
| SANDRA M BOYD | DIRECTOR Trustee or director | 1 | $0 |
| AUSTIN G CARR | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN DELANEY | DIRECTOR Trustee or director | 1 | $0 |
| DAVID J ELK | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD H GABELMAN | DIRECTOR Trustee or director | 1 | $0 |
| TAYLOR GEVRY | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD H LUECKE | DIRECTOR Trustee or director | 1 | $0 |
| RYAN T MARRIE | DIRECTOR Trustee or director | 1 | $0 |
| SALLY MESSINGER | DIRECTOR Trustee or director | 1 | $0 |
| LISA H MICHEL | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN R MISTOVICH | DIRECTOR Trustee or director | 1 | $0 |
| LYDIA PARKER | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL A SHEMO | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW D SMITH | DIRECTOR Trustee or director | 1 | $0 |
| RANDALL L SOLOMON | DIRECTOR Trustee or director | 1 | $0 |
| SALVATORE J TOTINO | DIRECTOR Trustee or director | 1 | $0 |
| KEITH WARNER | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT B WELTMAN | DIRECTOR Trustee or director | 1 | $0 |
| EVELYN WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY MORGENSTERN | PRESIDENT & Officer | 40 | $68,277 |
| JAMES M STONE | CHAIR Trustee or director, Officer | 5 | $0 |
| ANN MARIE HAWKINS | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| RUSSELL H GRINDON | TREASURER Trustee or director, Officer | 5 | $0 |
| ADRIENNE STEMEN | SECRETARY Trustee or director, Officer | 5 | $0 |
| SANDRA M BOYD | DIRECTOR Trustee or director | 1 | $0 |
| AUSTIN G CARR | DIRECTOR Trustee or director | 1 | $0 |
| JARED CHANEY | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN DELANEY | DIRECTOR Trustee or director | 1 | $0 |
| DAVID J ELK | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD H GABELMAN | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD H LUECKE | DIRECTOR Trustee or director | 1 | $0 |
| RYAN T MARRIE | DIRECTOR Trustee or director | 1 | $0 |
| DONALD H MESSINGER | DIRECTOR Trustee or director | 1 | $0 |
| LISA H MICHEL | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN R MISTOVICH | DIRECTOR Trustee or director | 1 | $0 |
| LYDIA PARKER | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS SCANLON | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL A SHEMO | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW D SMITH | DIRECTOR Trustee or director | 1 | $0 |
| RANDALL L SOLOMON | DIRECTOR Trustee or director | 1 | $0 |
| SALVATORE J TOTINO | DIRECTOR Trustee or director | 1 | $0 |
| KEITH WARNER | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT B WELTMAN | DIRECTOR Trustee or director | 1 | $0 |
| EVELYN WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 23245 MERCANTILE RD STE B, BEACHWOOD, OH 44122-5922
- In care of
- % SHIRLEY MORGENSTERN
- Principal officer (990 for 2024)
- JAMES M STONE, 23245 MERCANTILE ROAD SUITE B, BEACHWOOD, OH 44122
- Signed the 990
- JAMES M STONE, CHAIR
- Phone
- (216) 765-7677
- Website
- CLEVELANDPOPS.COM
- Return prepared by
- H & J CERTIFIED PUBLIC ACCOUNTANTS INC
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.
Program accomplishments
- THROUGH THE GENEROSITY OF MANY, THE CLEVELAND POPS ORCHESTRA ACHIEVED NEW HEIGHTS IN 2025, 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 CONDUCTOR CARL TOPILOW WORKED WITH A GROUP OF 300 HIGH SCHOOL STUDENTS. THIS YEAR SAW SEVERAL COLLABORATIVE ENGAGEMENTS WITH OTHER ARTS ORGANIZATIONS. THE POPS WAS THE FEATURED ORCHESTRA PERFORMING FOR A MULTI-SHOW RUN OF "STRICTLY GERSHWIN" AT PLAYHOUSE SQUARE. THE POPS WAS ALSO HIRED TO PERFORM THE MUSIC FOR THE CLEVELAND BALLET'S PERFORMANCE OF "DRACULA".Expenses $1,390,391 · grants $2,000 · revenue $1,084,024
- -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 AND 2025,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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 34-1769835
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A69)
- Assets (IRS master file)
- $616,974
- Income (IRS master file)
- $1,518,494
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $1,461,054 | $1,585,526 | $616,974 | IRS |
| 990 | August 2024 | $1,164,725 | $1,324,738 | $653,823 | XML |
| 990 | August 2023 | $1,096,959 | $1,413,025 | $504,291 | XML |
| 990 | August 2022 | $1,301,957 | $1,085,378 | $688,573 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CLEVELAND POPS ORCHESTRA
- What is the EIN of CLEVELAND POPS ORCHESTRA?
- The employer identification number (EIN) of CLEVELAND POPS ORCHESTRA is 34-1769835.
- Is CLEVELAND POPS ORCHESTRA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to CLEVELAND POPS ORCHESTRA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CLEVELAND POPS ORCHESTRA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CLEVELAND POPS ORCHESTRA due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLEVELAND POPS ORCHESTRA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of CLEVELAND POPS ORCHESTRA?
- The 990 for the year ended August 31, 2025 names JAMES M STONE.
- Who are the officers and directors of CLEVELAND POPS ORCHESTRA?
- The 990 for the year ended August 31, 2025 lists 27 people; 1 received compensation from the organization, the highest $91,800 (SHIRLEY MORGENSTERN, PRESIDENT &).
- How much revenue does CLEVELAND POPS ORCHESTRA have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $1,461,054, expenses of $1,585,526 and total assets of $616,974 at year end.
Other nonprofits in BEACHWOOD
- MALTZ MUSEUM OF JEWISH HERITAGE EIN 04-3684531 · last filed 990 for 2025
- 99TREASURES ARTS & CULTURE EIN 84-2900673 · last filed 990-EZ for 2024
- DAVIS SCULPTURE FOUNDATION EIN 45-2826116 · last filed 990-EZ for 2025
- BERNICE AND DAVID E DAVIS ART FOUNDATION EIN 34-1935710 · last filed 990 for 2025
- LOVEBOMBING CORPORATION EIN 93-3609719 · last filed 990-N for 2024
- BEACHWOOD HISTORIC SOCIETY EIN 01-0675937 · last filed 990-N for 2024
- METER STAMP SOCIETY INC EIN 76-0781925 · last filed 990-N for 2024
- NORTHERN OHIO OPERA LEAGUE FUND EIN 87-0792632 · last filed 990-N for 2023
All nonprofits in BEACHWOOD · Ohio · Arts, culture and humanities