2024-07-22T13:51:08-05:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2023-01-01 310584309 CINCINNATI MUSICAL FESTIVAL ASSOCIATION CINC 5137443306 1241 ELM STREET CINCINNATI OH 452027531 RICHARD FRESHWATER VP AND CHIEF FINANCIAL OFFICER 5137443306 2024-07-15 1 RICHARD FRESHWATER 999009999 1 ANNAMARIE B REILLY P00431897 5132413111 2024-07-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JONATHAN MARTIN 1241 ELM STREET CINCINNATI OH 452027531 4941867 0 X WWW.MAYFESTIVAL.COM X 1874 OH WE EXIST TO ENGAGE, ENERGIZE AND CONNECT OUR COMMUNITY WITH THE HIGHEST QUALITY PERFORMANCES OF GREAT CHORAL MUSIC. 27 27 0 160 0 0 1172429 2370083 458564 572718 896081 1186315 39186 46160 2566260 4175276 0 0 0 0 1074483 1150732 0 0 232848 1837186 2574410 2911669 3725142 -345409 450134 26152970 29154613 223513 163493 25929457 28991120 X WE EXIST TO ENGAGE, ENERGIZE AND CONNECT OUR COMMUNITY WITH THE HIGHEST QUALITY PERFORMANCES OF GREAT CHORAL MUSIC. OUR VISION IS TO BE THE MOST EXCITING FORCE IN THE CHORAL WORLD AND TO BE A LEADER AND CATALYST IN THE PRODUCTION, PRESENTATION AND PROMOTION OF CHORAL ACTIVITIES IN OUR REGION AND AROUND THE GLOBE. WE BELIEVE IN FOSTERING CHORAL MUSIC OF THE HIGHEST ARTISTIC STANDARDS; PRESERVING THE HISTORY, ENHANCING THE PRESENT AND EMBRACING THE FUTURE OF CHORAL MUSIC; CULTIVATING DIVERSE AUDIENCES, CHOIRS AND SINGERS WHO ARE PASSIONATE ABOUT CHORAL MUSIC; AND OPERATING IN A FINANCIALLY SOUND MANNER. 1 0 2853438 566090 THE MAY FESTIVAL PROVIDED FIVE CONCERTS WITH PAID ATTENDANCE OF 6,518 PATRONS. THE MAY FESTIVAL CHORUS ALSO SERVES AS THE OFFICIAL CHORUS OF THE CINCINNATI SYMPHONY AND POPS ORCHESTRA PERFORMING WITH THE ORCHESTRA FOR NUMEROUS CONCERTS THROUGHOUT CSO/POPS SEPTEMBER THROUGH MAY SEASON. 54145 6013 THE MAY FESTIVAL PROVIDED ONE VAULTED VOICES CONCERT WITH ATTENDANCE OF 505 PATRONS. THE PERFORMANCE IS A CHORAL CONCERT AT HYDE PARK COMMUNITY UNITED METHODIST CHURCH. 127330 615 IN HONOR OF THE MAY FESTIVAL'S STORIED HISTORY OF COMMISSIONING NEW WORKS, THE MAY FESTIVAL IS PROUD TO COLLABORATE WITH LUNA COMPOSITION LAB, A FELLOWSHIP PROGRAM THAT PROVIDES MENTORSHIP AND PERFORMANCE OPPORTUNITIES TO YOUNG COMPOSERS WHO ARE FEMALE, NON-BINARY OR GENDER NONCONFORMING, TO COMMISSION TWENTY-FIVE NEW CHORAL WORKS FOR AND TO BE PREMIERED BY CHORAL ENSEMBLES ACROSS GREATER CINCINNATI. 3034913 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 88 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X RICH FRESHWATER 5137443306 1241 ELM STREET CINCINNATI OH 452027531 X STEVEN SUNDERMAN EXECUTIVE DIRECTOR 50.00 X 118342 0 22387 JONATHAN MARTIN PRESIDENT 5.00 X 33727 0 2506 ROBERT MCGRATH COO 5.00 X 27249 0 3333 RICH FRESHWATER VP & CFO 7.50 X 15138 0 2025 CATHERINE DIXON DIRECTOR OF ADVANCEMENT & ENGAGEMENT 40.00 X 115832 0 26245 HELENE BENTLEY DIRECTOR 1.00 X 0 0 0 DAVID BOYLES DIRECTOR 1.00 X 0 0 0 CHRISTOPHER CANARIE DIRECTOR 1.00 X 0 0 0 WILLIAM HENRY CALDWELL DIRECTOR 1.00 X 0 0 0 MELANIE M CHAVEZ DIRECTOR 1.00 X 0 0 0 TERESA F ERNST DIRECTOR 1.00 X 0 0 0 BARBARA FELDMANN DIRECTOR 1.00 X 0 0 0 MARY MONAHAN GIMPEL DIRECTOR 1.00 X 0 0 0 MARK HOLCOMB DIRECTOR 1.00 X 0 0 0 DAVID A HUELSMAN DIRECTOR 1.00 X 0 0 0 ISAIAH HYMAN JR DIRECTOR 1.00 X 0 0 0 THOMAS KIRKPATRICK DIRECTOR 1.00 X 0 0 0 ROBERT K LOMAX DIRECTOR 1.00 X 0 0 0 RENE MCPHEDRAN DIRECTOR 1.00 X 0 0 0 PATRICIA MISRACH DIRECTOR 1.00 X 0 0 0 MANISHA PATEL DIRECTOR 1.00 X 0 0 0 KATHLEEN RAMBO DIRECTOR 1.00 X 0 0 0 RUTHANN SAMMARCO DIRECTOR 1.00 X 0 0 0 EILEEN STANISIC DIRECTOR 1.00 X 0 0 0 KELLY WILLBRANDT DIRECTOR 1.00 X 0 0 0 JEANNINE WINKELMANN DIRECTOR 1.00 X 0 0 0 SHELBY WOOD DIRECTOR 1.00 X 0 0 0 CHRISTY HORAN CHAIR 5.00 X X 0 0 0 MICHAEL CURRAN VICE CHAIR 5.00 X X 0 0 0 ANTHONY LAZZERI TREASURER 5.00 X X 0 0 0 MARY H STUCKY SECRETARY 5.00 X X 0 0 0 ERIC K COMBS IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 310288 0 56496 2 0 0 1 ROBERT PORCO 1241 ELM STREET CINCINNATI OH 45202 DIRECTOR OF CHORUSES 110000 1 428234 1941849 557937 2370083 CONCERT REVENUE 711300 572718 572718 572718 863753 863753 1089153 766591 322562 322562 322562 151 0 151 151 MANAGEMENT FEE 561000 21282 21282 FACILITY MAINTENANCE FEE 811000 9872 9872 PARKING REVENUE 812930 9295 9295 5560 5560 46009 4175276 572869 0 1232324 X 366784 220070 102700 44014 783948 470683 219128 94137 524 524 26500 26500 40869 40869 1861535 1861535 183613 183613 56991 35054 21937 17800 17800 68398 62118 6280 22958 22958 9498 9498 EDUCATION EXPENSES 178355 178355 DEVELOPMENT EXPENSES 94697 94697 OTHER EXPENSES 12672 5685 6987 3725142 3034913 457381 232848 197902 347915 1058403 928661 322956 196495 77395 27602 199879 9418 421427 320317 124068 101110 22151979 25451820 2020388 2091592 26152970 29154613 134487 161733 89026 1760 223513 163493 X 6057187 6476840 19872270 22514280 25929457 28991120 26152970 29154613 450134 2611529 0 X X 0 1 X 1 0 X 2310430 1955817 1601111 1172429 2370083 9409870 173479 148387 49188 458652 572718 1402424 2483909 2104204 1650299 1631081 2942801 10812294 21000 17000 35975 26500 118027 218502 0 21000 17000 35975 26500 118027 218502 10593792 750427 825518 889993 818110 863753 4147801 750427 825518 889993 818110 863753 4147801 34970 29766 29939 38687 46160 179522 3269306 2959488 2570231 2487878 3852714 15139617 0.69970 0.67720 0.27400 0.29630 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 34,970. 2020 AMOUNT: $ 29,766. 2021 AMOUNT: $ 29,939. 2022 AMOUNT: $ 38,687. 2023 AMOUNT: $ 46,160. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24172367 675405 3740926 1048286 27540412 29820784 52913 -4702880 998450 24172367 29057825 771043 8084 29820784 22887322 651883 6448630 930010 29057825 21561621 1244467 735689 654455 22887322 0.21010 0.51090 0.27900 1 0 421427 320317 101110 101110 FUNDS HELD BY OTHERS FBO THE ORGANIZATION 2091592 F 2091592 6745936 2611529 2611529 4134407 40869 40869 4175276 3684273 0 3684273 40869 40869 3725142 PART V, LINE 4: TO PROVIDE INCOME TO OPERATIONS. X 0 0 0 0 0 0 0 0 0 STEVEN SUNDERMAN EXECUTIVE DIRECTOR 118342 0 0 0 0 0 4734 0 17653 0 140729 0 0 0 JONATHAN MARTIN PRESIDENT 33727 0 0 0 0 0 1750 0 756 0 36233 0 0 0 ROBERT MCGRATH COO 27249 0 0 0 0 0 1360 0 1973 0 30582 0 0 0 RICH FRESHWATER VP & CFO 15138 0 0 0 0 0 1163 0 862 0 17163 0 0 0 CATHERINE DIXON DIRECTOR OF ADVANCEMENT & ENGAGEMENT 100832 0 15000 0 0 0 4633 0 21612 0 142077 0 0 0 PART III, SUPPLEMENTAL INFORMATION THE NAME OF THE UNRELATED ORGANIZATION IS THE CINCINNTI SYMPHONY ORCHESTRA. X 2 557937 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 2 THE ORGANIZATION UNDERTOOK A NEW, ONE-TIME PROGRAM IN FISCAL YEAR 2023 CALLED 25 FOR 25, LISTED WITHIN LINE 4C OF PART III. THIS PROGRAM IS IN LINE WITH THE ORGANIZATION'S OVERALL MISSION OF CONNECTING THE COMMUNITY WITH THE HIGHEST QUALITY PERFORMANCES OF CHORAL MUSIC. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL CURRAN AND MANISHA PATEL, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS GIVEN TO THE EXECUTIVE COMMITTEE AND AUDIT COMMITTEE TO REVIEW. THE RETURN IS THEN SHARED WITH THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER COMPLETED A CONFLICT OF INTEREST UPDATE DURING THE YEAR. EACH BOARD MEMBER SUBMITTED THEIR UPDATED INFORMATION TO THE EXECUTIVE DIRECTOR WHO REVIEWED THE INFORMATION FOR ANY REPORTED CONFLICTS. AS NO CONFLICTS WERE REPORTED NO FOLLOW-UP WAS REQUIRED. SHOULD A CONFLICT OF INTEREST BE REPORTED BY A BOARD MEMBER, THE EXECUTIVE DIRECTOR WOULD HAVE FOLLOWED THE PROCEDURES IDENTIFIED IN THE CONFLICT OF INTEREST POLICY FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15A WHILE THE ORGANIZATION HAS NO EMPLOYEES, THE ORGANIZATION RECEIVES THE SERVICES OF ITS OFFICERS THROUGH AGREEMENT WITH THE CINCINNATI SYMPHONY ORCHESTRA (CSO), WHICH IS AN UNRELATED ORGANIZATION THAT PROVIDES SIMILAR PRODUCTS AND SERVICES. THE SERVICES PROVIDED TO THE ORGANIZATION BY EACH EMPLOYEE OF THE CSO, REPRESENTS A FRACTIONAL PERCENTAGE OF THEIR OVERALL WORK AND THE ORGANIZATION COMPENSATES THE CSO BASED ON THESE PERCENTAGES. THE EXECUTIVE DIRECTOR OF THE ORGANIZATION PROVIDES 100% OF HIS TIME TO THE ORGANIZATION AND AS A COURTESY TO THE ORGANIZATION, THE PRESIDENT OF THE CSO MEETS WITH THE EXECUTIVE COMMITTEE OF THE ORGANIZATION ANNUALLY BEFORE ESTABLISHING THE INDIVIDUAL'S COMPENSATION. THE CSO SHARES COMPARABLE INDUSTRY DATA AND MARKET STUDY INFORMATION WITH THE EXECUTIVE COMMITTEE, WHICH ADVISES ON THE LEVEL OF COMPENSATION THAT THE CSO SETS FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, THE ORGANIZATION PROVIDES THE INFORMATION TO THE PERSON MAKING THE REQUEST. FORM 990, PART VII, SECTION A: THE ORGANIZATION HAS NO PAID POSITIONS AND RECEIVES SERVICES FROM THE LISTED INDIVIDUALS THROUGH AGREEMENT WITH THE CINCINNATI SYMPHONY ORCHESTRA(CSO). THE CSO RECEIVES PAYMENT FROM THE ORGANIZATION ON AN AGREED UPON ANNUAL AMOUNT, WHICH IS PAID TO THE CSO MONTHLY. THE LISTED INDIVIDUALS RECEIVE NO DIRECT COMPENSATION FROM THE ORGANIZATION. FORM 990, PART IX, LINE 11G PERFORMANCE FEES: PROGRAM SERVICE EXPENSES 1,861,535. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,861,535. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.