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Nonprofiteer
← CINCINNATI SYMPHONY ORCHESTRA

Form 990 for tax year 2023

Filed by CINCINNATI SYMPHONY ORCHESTRA.

Totals

Total revenue
$53,330,646
Total expenses
$40,159,265
Contributions and grants received
$28,645,249
Grants paid
$0
Program services expenses (Part IX)
$30,635,681
Management and general expenses
$7,237,868
Fundraising expenses
$2,285,716
Program service expenses (Part III)
$30,635,681

Program services were 76.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AKERS DORIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • APPLE HEATHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • BERGAN MICHAEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • BLOMBERG EVIN

    DIRECTOR & VIOLIN

    Total calculated
    $130,742
    From this org
    $115,791
    From related orgs
    $0
    Other
    $14,951
    Hours/week
    40

  • BROWN KATE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • BROWN RALPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • BRYAN III TRISH E

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • BUDIG JR OTTO M

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • CARTER ANDRIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CHAVEZ MELANIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • COSTA ANDREA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CUNNINGHAM ADRIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DAVIS GABE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ESPINOLA MARIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • FLEISCHMANN III BLAIR

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • GIGLIO L TIMOTHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • HAMBY LAWRENCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • HARGRAVE-YOUNG DELORES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • HILTZ FRANCIE S

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • HIRSCHHORN JOSEPH W

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • KELLY LISA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KEOWN EDNA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KIRK PATRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KOETTERS FLORENCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KREGOR JONATHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LANDGREN PETER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LANNI JOHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LAWSON SHANNON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LILES SPENCER

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • LINDNER WILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MAZZOCCA HOLLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MINUTOLO JAMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MITCHELL LAURA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • NORMAN LISA LENNON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • PHILLIPS TRIPP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • PUNG AIK KHAI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • REYNOLDS RICK

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • ROUSE JACK

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • SAMPSON LISA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SCHLEKER PATRICK

    DIRECTOR & PRINCIPAL TIMPANY

    Total calculated
    $196,721
    From this org
    $169,199
    From related orgs
    $0
    Other
    $27,522
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,199
    Bonus
    $0
    Other
    $0
    Deferred
    $8,254
    Nontaxable benefits
    $19,268
    Filer's total
    $196,721

  • SHEPPARD VALARIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SMITH STEPHANIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SMITHERMAN ALBERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • VALZ DAVID R

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • WADSWORTH RANDOLPH L

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • MCDONALD ROBERT W

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • ROSENBERG DIANNE

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MCPARTLIN SUE

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MCKNIGHT GERRON

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • ULLMAN KARI

    VICE-CHAIR, VOLUNTEERISM

    Total calculated
    $0
    Hours/week
    0.5

  • MULDER ANNE

    VICE-CHAIR, COMMUNITY ENGAGEMENT

    Total calculated
    $0
    Hours/week
    0.5

  • WEISS CHARLA

    CHAIR-ELECT, VICE-CHAIR, INSTITUTIONAL ADV.

    Total calculated
    $0
    Hours/week
    0.5

  • HEALEY MELANIE

    VICE-CHAIR, LEADERSHIP DEVELOPMENT

    Total calculated
    $0
    Hours/week
    0.5

  • FRESHWATER RICHARD

    VICE PRESIDENT & CFO

    Total calculated
    $411,118
    From this org
    $286,938
    From related orgs
    $85,692
    Other
    $38,488
    Hours/week
    30 + 15 related

    Schedule J breakdown matched by us

    Base
    $211,938 + $75,692 related
    Bonus
    $75,000 + $10,000 related
    Other
    $0
    Deferred
    $16,286 + $5,817 related
    Nontaxable benefits
    $12,073 + $4,312 related
    Filer's total
    $315,297 + $95,821 related

  • MARTIN JONATHAN

    PRESIDENT & CEO

    Total calculated
    $624,602
    From this org
    $519,035
    From related orgs
    $72,272
    Other
    $33,295
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $375,813 + $72,272 related
    Bonus
    $143,222
    Other
    $0
    Deferred
    $19,501 + $3,750 related
    Nontaxable benefits
    $8,424 + $1,620 related
    Filer's total
    $546,960 + $77,642 related

  • MCGRATH ROBERT

    CHIEF OPERATING OFFICER

    Total calculated
    $384,223
    From this org
    $350,520
    From related orgs
    $0
    Other
    $33,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,520
    Bonus
    $75,000
    Other
    $0
    Deferred
    $13,751
    Nontaxable benefits
    $19,952
    Filer's total
    $384,223

  • LAWSON MARY MCFADDEN

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $289,776
    From this org
    $257,549
    From related orgs
    $0
    Other
    $32,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,549
    Bonus
    $54,000
    Other
    $0
    Deferred
    $10,302
    Nontaxable benefits
    $21,925
    Filer's total
    $289,776

  • BROWN HAROLD

    CHIEF DIVERSITY & INCLUSION

    Total calculated
    $263,652
    From this org
    $232,459
    From related orgs
    $0
    Other
    $31,193
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,459
    Bonus
    $46,000
    Other
    $0
    Deferred
    $9,298
    Nontaxable benefits
    $21,895
    Filer's total
    $263,652

  • MATSUO STEFANI

    CONCERTMASTER, VIOLIN

    Total calculated
    $322,373
    From this org
    $313,373
    From related orgs
    $0
    Other
    $9,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,373
    Bonus
    $0
    Other
    $0
    Deferred
    $8,254
    Nontaxable benefits
    $746
    Filer's total
    $322,373

  • PARRY DWIGHT

    PRINCIPAL OBOE

    Total calculated
    $237,388
    From this org
    $222,170
    From related orgs
    $0
    Other
    $15,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,170
    Bonus
    $0
    Other
    $0
    Deferred
    $8,254
    Nontaxable benefits
    $6,964
    Filer's total
    $237,388

  • FREIMUTH ELIZABETH

    PRINCIPAL FRENCH HORN

    Total calculated
    $229,469
    From this org
    $202,141
    From related orgs
    $0
    Other
    $27,328
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,141
    Bonus
    $0
    Other
    $0
    Deferred
    $7,977
    Nontaxable benefits
    $19,351
    Filer's total
    $229,469

  • RUSSELL JOHN MORRIS

    POPS CONDUCTOR

    Total calculated
    $247,902
    From this org
    $209,436
    From related orgs
    $0
    Other
    $38,466
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,436
    Bonus
    $0
    Other
    $0
    Deferred
    $16,755
    Nontaxable benefits
    $21,711
    Filer's total
    $247,902

  • PELL CHRISTOPHER

    PRINCIPAL CLARINET

    Total calculated
    $216,990
    From this org
    $201,772
    From related orgs
    $0
    Other
    $15,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,772
    Bonus
    $0
    Other
    $0
    Deferred
    $8,254
    Nontaxable benefits
    $6,964
    Filer's total
    $216,990

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
BONUS COMPENSATION PAYMENTS PAID TO EXECUTIVE PERSONNEL WERE DISCRETIONARY AND NOT SPECIFIED BY CONTRACT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • MUSIC AND EVENT MANAGMENT INC

    501(C)(3) · MANAGEMENT SERVICES FOR MUSIC FESTIVALS AND OTHER COMMUNITY EVENTS · OH · controlled entity

    Directly controlled by CINCINNATI SYMPHONY ORCHESTRA

Provenance

Return type
form_990
Tax year
2023
Filed
11 June 2025
IRS schema version
2023v6.0
Source object
202511639349300406

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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