2025-01-15T09:58:06-06:00 2024-08-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2023-09-01 852618740 EQUITY ARC EQUI 5137443306 1241 ELM STREET CININNATI OH 45202 STANFORD THOMPSON EXECUTIVE DIRECTOR 5137443306 2025-01-15 1 0 ANNAMARIE B REILLY P00431897 5132413111 2025-01-15 2023 2024-10-15 13:58:12Z STANFORD THOMPSON 1241 ELM STREET CININNATI OH 45202 1043512 0 X WWW.EQUITYARC.ORG X 2020 OH EQUITY ARC IS A COALITION CHARGED BY ITS DIVERSE MEMBERSHIP OF LOCAL AND NATIONAL ORGANIZATIONS TO ALIGN, PROMOTE, AND DEVELOP EQUITABLE OPPORTUNITIES FOR ASPIRING CLASSICAL MUSICIANS FROM UNDERREPRESENTED ETHNICITIES. 17 17 0 17 0 0 627563 1015272 19500 27475 0 0 360 765 647423 1043512 0 0 0 0 170227 377384 0 0 108007 125484 148177 295711 525561 351712 517951 463394 1002324 1112 22091 462282 980233 X EQUITY ARC IS A COALITION CHARGED BY ITS DIVERSE MEMBERSHIP OF LOCAL AND NATIONAL ORGANIZATIONS TO ALIGN, PROMOTE, AND DEVELOP EQUITABLE OPPORTUNITIES FOR ASPIRING CLASSICAL MUSICIANS FROM UNDERREPRESENTED ETHNICITIES. 0 0 137264 6875 THE NATIONAL PATHWAYS FESTIVAL AND CONVENING: THE EQUITY ARC NATIONAL PATHWAYS FESTIVAL AND CONVENING BROUGHT 57 PRECOLLEGE FELLOWS AND TWO ALUMNI FROM 17 PATHWAYS PROGRAMS ACROSS THE COUNTRY TO NASHVILLE FOR A MULTIDAY MUSICAL EXPERIENCE THAT INCLUDED SECTIONALS LED BY PRINCIPAL MUSICIANS OF THE NASHVILLE SYMPHONY, REHEARSALS LED BY MAESTRO GIANCARLO GUERRERO, AND A CULMINATING SIDE-BY-SIDE PERFORMANCE OF HENRY T. BURLEIGH'S THE YOUNG WARRIOR, ADOLPHUS HAILSTORK'S AN AMERICAN PORT OF CALL, AND SHOSTAKOVICH'S 5TH SYMPHONY SIDE BY SIDE WITH MUSICIANS FROM THE NASHVILLE SYMPHONY. IN ADDITION TO THESE INVALUABLE LEARNING OPPORTUNITIES, FELLOWS PARTICIPATED IN PANEL DISCUSSIONS, SHARED THEIR PERSPECTIVES WITH THE FIELD, INTERACTED WITH REPRESENTATIVES FROM LEADING COLLEGIATE AND SUMMER STUDY INSTITUTIONS THROUGH OUR FORMAL FAIR, AND SPENT AN AFTERNOON AT VANDERBILT UNIVERSITY. EQUITY ARC PAYS APPLICATION FEES FOR ALL MUSICIANS NOMINATED TO AUDITION FOR THE PATHWAYS ORCHESTRA TO HELP ELIMINATE A BARRIER TO PARTICIPATION. EQUITY ARC ALSO ENGAGED PAID STUDENT INTERNS TO HELP PLAN AND CAPTURE THE STORY OF OUR TIME IN NASHVILLE. 100 ADMINISTRATORS AND SUPPORTERS JOINED THE CONCURRENT SUMMIT SESSIONS, TAKING PART IN STRATEGIC CONVERSATIONS FURTHERING COLLABORATIVE ACTION TO BUILD EQUITY IN THE FIELD. FEATURES OF THE SUMMIT INCLUDED FIVE PANEL DISCUSSIONS, WORKING GROUPS, AND IMPORTANT NETWORKING WITH COLLEAGUES ACROSS THE COUNTRY. THIS ANNUAL EXPERIENCE WILL CONTINUE TO STRENGTHEN OUR COALITION. 69309 13650 MEMBER SERVICES: COMMON APPLICATION FOR SUMMER STUDY: THE COMMON APPLICATION FOR SUMMER STUDY IS A FREE RESOURCE FOR MUSICIANS OF COLOR TO APPLY TO MULTIPLE SUMMER MUSIC FESTIVALS WITH ONE APPLICATION AND ONE AUDITION. IN FY24, EQUITY ARC WORKED WITH 18 PARTNERS OPERATING 24 PROGRAMS TO REFINE AND PRESENT THE COMMON APPLICATION '24, ULTIMATELY SERVING 175 INDIVIDUAL APPLICANTS WHO RECEIVED ROBUST FINANCIAL SUPPORT TO ATTEND THEIR SUMMER PROGRAM OF CHOICE. WE REFINED THE VIRTUAL SUMMER STUDY FAIR AND SHARED EXCERPT LIST, IMPROVING THE EXPERIENCE FOR APPLICANTS AND PARTNERS ALIKE. WE ALSO EXPANDED OUR PARTNER LIST TO INCLUDE FOUR NEW PARTNERS, EXPANDING THE BREADTH OF SUMMER STUDY OPPORTUNITIES FOR MUSICIANS NATIONWIDE. EQUITY ARC PAID THE APPLICATION FEES FOR ALL ELIGIBLE APPLICANTS, AND EACH PARTNER RENEWED THEIR COMMITMENT TO PROVIDING AT LEAST ONE FULL TUITION SCHOLARSHIP TO AN EQUITY ARC FELLOW. 65268 6950 NATIONAL COLLECTIVE FOR MUSICAL PATHWAYS: IN FALL OF 2022, EQUITY ARC LAUNCHED THE NATIONAL COLLECTIVE FOR MUSICAL PATHWAYS, AN ALLIANCE OF RIGOROUS PRECOLLEGE MUSIC TRAINING PROGRAMS COMMITTED TO REMOVING BARRIERS AND ACCELERATING THE PROGRESS OF BIPOC (BLACK, INDIGENOUS, AND PEOPLE OF COLOR) MUSICIANS. SINCE 2022, THE COLLECTIVE HAS GROWN FROM 12 TO 20 PROGRAMS AND EQUITY ARC HAS INVESTED IN STRENGTHENING PATHWAYS WORK AND CREATING NEW OPPORTUNITIES FOR PATHWAYS' MUSICIANS. WE HAVE RAISED PILOT FUNDS FOR AN INSTRUMENT FUND THAT WILL SUPPORT PATHWAYS' MUSICIANS PURSUING PERFORMANCE IN THEIR COLLEGIATE STUDY. THIS SEASON, EQUITY ARC CONDUCTED AN ALUMNI SURVEY IN PARTNERSHIP WITH AIM AND ARROW TO INFORM THE ALUMNI NETWORK WE SEEK TO ESTABLISH. WE HAVE ALSO DEVOTED RESOURCES TO BUILDING BEST PRACTICES FOR PATHWAYS' WORK THAT CAN INFORM OTHER PRE-COLLEGE PROGRAMS THAT DO NOT HAVE THE DEDICATED HUMAN AND FINANCIAL RESOURCES OF PATHWAYS' PROGRAM. THE INCREASED VISIBILITY OF THE COLLECTIVE HAS GIVEN NEWLY ESTABLISHED AND PRE-EXISTING PATHWAYS' PROGRAMS A PLACE TO FIND GUIDANCE AND HAS ATTRACTED MAJOR FUNDING OPPORTUNITIES. EQUITY ARC PROVIDES CONSULTING SERVICES TO MEMBERS OF THE COLLECTIVE FOR PURPOSES INCLUDING EVENT DESIGN AND DEVELOPING STRATEGIC GOALS. EQUITY ARC STAFF PROVIDE CONSULTATION, AND EXTERNAL CONSULTANTS ARE ENGAGED AS NEEDED. 271841 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 IL X CSO ACCOUNTING 5137443306 1241 ELM STREET CINCINNATI OH 45202 CHARLES GRODE CO-CHAIR 1.00 X X 0 0 0 JEFFERY TRIBBLE JR CO-CHAIR 1.00 X X 0 0 0 JONATHAN MARTIN VICE-CHAIR 1.00 X X 0 0 0 EMILY LIAO MASTER TREASURER 1.00 X X 0 0 0 ANJOLI FERRARA-CLAYTON SECRETARY 1.00 X X 0 0 0 MICHAEL ANGELL DIRECTOR 1.00 X 0 0 0 JENNIFER BOWMAN DIRECTOR 1.00 X 0 0 0 ABRA BUSH DIRECTOR 1.00 X 0 0 0 MARK CHURCHILL DIRECTOR 1.00 X 0 0 0 MARK GILLESPIE DIRECTOR 1.00 X 0 0 0 JENNY SNYDER KOZOROZ DIRECTOR 1.00 X 0 0 0 KATHERINE DRAGO LUELLEN DIRECTOR 1.00 X 0 0 0 MARIA MATHIESON DIRECTOR 1.00 X 0 0 0 ANTHONY MAZZOCCHI DIRECTOR 1.00 X 0 0 0 IAN SAUNDERS DIRECTOR 1.00 X 0 0 0 EDGAR L SMITH JR DIRECTOR 1.00 X 0 0 0 STEFANIE WAKEMAN DIRECTOR 1.00 X 0 0 0 STANFORD THOMPSON EXECUTIVE DIRECTOR 1.00 X 0 69635 6703 0 69635 6703 0 0 0 0 0 85331 929941 1015272 CONSULTING FEES 900099 16950 16950 CONFERENCE REGISTRATIO 900099 10275 10275 VIRTUAL EVENT REGISTRA 900099 250 250 27475 MISCELLANEOUS INCOME 900099 765 765 765 1043512 27475 0 765 76338 19084 11452 45802 230115 135828 53510 40777 47814 26193 10628 10993 23117 11817 4933 6367 7427 1200 6227 22800 22800 15814 11053 2096 2665 200 200 8857 2382 6216 259 8580 141 8439 23886 11492 12284 110 34601 34601 3176 3176 APPLICATION FEE 9765 9765 FESTIVAL CULTURAL ACTIV 3363 3363 GIFTS 2786 2087 667 32 STAFF PROFESSIONAL DEVE 2585 2585 4337 2635 700 1002 525561 271841 145713 108007 461239 989421 999 1100 5484 1055 6420 463394 1002324 1112 22091 1112 22091 X 62282 62233 400000 918000 462282 980233 463394 1002324 517951 0 X 0 1 X 0 0 X 213596 627563 1015272 1856431 213596 627563 1015272 1856431 1552846 303585 130 360 765 1255 1857686 48659 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1043512 0 1043512 0 1043512 525561 0 525561 0 525561 PART X, LINE 2: EQUITY ARC IS A NOT-FOR-PROFIT ENTITY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT HAS BEEN DETERMINED THAT EQUITY ARC IS NOT A PRIVATE FOUNDATION. EQUITY ARC HAS ADOPTED ACCOUNTING GUIDANCE, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. EQUITY ARC'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. EQUITY ARC BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, THEREFORE, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. EQUITY ARC DOES NOT BELIEVE IT HAD ANY INCOME THAT WOULD BE CONSIDERED UNRELATED BUSINESS INCOME. FORM 990, PART V, LINE 2A AND 2B: THE ORGANIZATION'S STAFF IS PAID THROUGH AN AGREEMENT WITH THE CINCINNATI SYMPHONY ORCHESTRA (CSO), WHICH IS AN UNRELATED ORGANIZATION. THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AND OTHER STAFF MEMBERS PROVIDE 100% OF THEIR TIME TO THE ORGANIZATION. THE W-2S ARE ISSUED BY CSO AND THE ORGANIZATION REIMBURSES CSO FOR ALL COSTS RELATED TO THE EXECUTIVE DIRECTOR AND OTHER STAFF MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS, BUT THEY HAVE NO GOVERNANCE OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE BOARD LEADERSHIP PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WHEN THE BOARD OF DIRECTORS IS CONSIDERING A PROPOSED TRANSACTION THAT MAY BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR, A DISCLOSURE MUST BE MADE TO THE BOARD OF DIRECTORS. WE ENGAGE IN REGULAR COMMUNICATION WITH THE BOARD OF DIRECTORS TO ENSURE ONGOING COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 EQUITY ARC'S GOVERNING DOCUMENTS MADE AVAILABLE AS REQUIRED BY LAW.