Skip to content
Nonprofiteer
← ROCHESTER PHILHARMONIC ORCHESTRA INC

Form 990 for tax year 2022

Filed by ROCHESTER PHILHARMONIC ORCHESTRA INC.

What the amendment changed

Compared with the return it replaced , filed 15 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$15,587,754 changed to $15,803,518
Total expenses
$11,775,990 changed to $12,417,184
Contributions and grants received
$11,900,550 changed to $11,970,239
Program service revenue
$3,622,855 changed to $3,653,410
Investment income
$111,358 changed to $70,354
Other revenue
-$47,009 changed to $109,515
Total assets, end of year
$23,318,627 changed to $23,285,206
Total liabilities, end of year
$6,679,787 changed to $6,219,358
Net assets or fund balances, end of year
$16,638,840 changed to $17,065,848
Program services expenses
$9,644,430 changed to $9,761,536
Management and general expenses
$1,378,000 changed to $1,840,901
Fundraising expenses
$753,560 changed to $814,747
Program service expenses (Part III)
$9,644,430 changed to $9,761,536

Totals

Total revenue
$15,803,518
Total expenses
$12,417,184
Contributions and grants received
$11,970,239
Grants paid
$0
Program service revenue
$3,653,410
Investment income
$70,354
Other revenue
$109,515
Total assets, end of year
$23,285,206
Total liabilities, end of year
$6,219,358
Net assets or fund balances, end of year
$17,065,848
Program services expenses (Part IX)
$9,761,536
Management and general expenses
$1,840,901
Fundraising expenses
$814,747
Program service expenses (Part III)
$9,761,536

Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $151,825

  • 1d · Related organizations

    $564,957

  • 1e · Government grants (contributions)

    $396,135

  • 1f · All other contributions, gifts and grants

    $10,857,322

  • 1g · Noncash contributions included above

    $168,888

  • 2a · Program service revenue: TICKET SALES & CONCERT FEES

    total $3,551,363 · related or exempt $3,551,363

  • 2b · Program service revenue: ROCHESTER PHILHARMONIC YOUTH ORCH

    total $102,047 · related or exempt $102,047

  • 3 · Investment income

    total $129,114 · excluded $129,114

  • 7a · Gross sales of assets other than inventory

    securities $834,879

  • 7b · Less cost or other basis and sales expenses

    securities $893,639

  • 7c · Gain or loss

    securities -$58,760

  • 7d · Net gain or loss

    total -$58,760 · excluded -$58,760

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $151,825

  • 8b · Fundraising events: direct expenses

    $51,139

  • 8c · Net income from fundraising events

    total -$51,139 · excluded -$51,139

  • 11a · Other revenue: OTHER INCOME

    total $160,654 · related or exempt $160,654

  • 11e · Other revenue, total

    $160,654

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $470,679 · program services $137,923 · management and general $289,372 · fundraising $43,384

  • 7 · Other salaries and wages

    total $5,813,253 · program services $5,106,307 · management and general $341,759 · fundraising $365,187

  • 8 · Pension plan contributions

    total $756 · management and general $756

  • 9 · Other employee benefits

    total $1,597,691 · program services $1,108,364 · management and general $489,327

  • 11b · Fees: legal

    total $15,002 · management and general $15,002

  • 11c · Fees: accounting

    total $37,190 · management and general $37,190

  • 11e · Fees: professional fundraising services

    total $82,850 · fundraising $82,850

  • 11g · Fees: other

    total $1,734,761 · program services $1,633,402 · management and general $73,710 · fundraising $27,649

  • 12 · Advertising and promotion

    total $849,889 · program services $812,078 · management and general $1,451 · fundraising $36,360

  • 13 · Office expenses

    total $136,517 · program services $35,639 · management and general $89,905 · fundraising $10,973

  • 16 · Occupancy

    total $625,005 · program services $583,129 · management and general $41,876

  • 17 · Travel

    total $189,948 · program services $101,449 · management and general $51,680 · fundraising $36,819

  • 20 · Interest

    total $164,648 · management and general $164,648

  • 22 · Depreciation, depletion and amortization

    total $33,719 · management and general $33,719

  • 23 · Insurance

    total $41,737 · program services $5,533 · management and general $36,204

  • 24a · Other expenses: OTHER EXPENSES

    total $203,770 · program services $88,597 · management and general $93,905 · fundraising $21,268

  • 24b · Other expenses: PROVISION FOR UNCOLLECT

    total $175,971 · fundraising $175,971

  • 24c · Other expenses: MAINTENANCE

    total $138,304 · program services $67,489 · management and general $70,815

  • 24d · Other expenses: CREDIT CARD FEES

    total $128,513 · program services $104,645 · management and general $9,582 · fundraising $14,286

  • 24e · All other expenses

    total -$23,019 · program services -$23,019

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $277,655 · end of year $361,186

  • 2 · Savings and temporary cash investments

    beginning of year $18,144 · end of year $2,370

  • 3 · Pledges and grants receivable

    beginning of year $2,489,533 · end of year $7,276,915

  • 4 · Accounts receivable

    beginning of year $223,151 · end of year $95,678

  • 9 · Prepaid expenses and deferred charges

    beginning of year $394,112 · end of year $325,105

  • 10a · Land, buildings and equipment: cost or other basis

    $1,288,129

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,050,098

  • 10c · Land, buildings and equipment, net

    beginning of year $198,690 · end of year $238,031

  • 11 · Investments: publicly traded securities

    beginning of year $2,697,113 · end of year $2,021,702

  • 15 · Other assets

    beginning of year $11,823,973 · end of year $12,964,219

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,458,903 · end of year $1,848,728

  • 19 · Deferred revenue

    beginning of year $2,101,190 · end of year $1,948,664

  • 23 · Secured mortgages and notes payable

    beginning of year $1,735,202 · end of year $2,245,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $176,966

  • 27 · Net assets without donor restrictions

    beginning of year -$5,076,345 · end of year -$6,237,161

  • 28 · Net assets with donor restrictions

    beginning of year $17,903,421 · end of year $23,303,009

Mission and programs · 2022

Mission

TO INSPIRE, ENGAGE AND ENRICH OUR COMMUNITY THROUGH MUSIC

  • SINCE ITS FOUNDING BY GEORGE EASTMAN IN 1922, THE ROCHESTER PHILHARMONIC ORCHESTRA (RPO) HAS BEEN COMMITTED TO ENRICHING AND INSPIRING OUR COMMUNITY THROUGH THE ART OF MUSIC. THE RPO WILL BE CELEBRATING 100 YEARS OF SERVING THE ROCHESTER COMMUNITY IN 2023. THE RPO IS DEDICATED TO MAINTAINING ITS HIGH STANDARD OF ARTISTIC EXCELLENCE, UNIQUE TRADITION OF MUSICAL VERSATILITY, AND DEEP COMMITMENT TO EDUCATION AND COMMUNITY ENGAGEMENT.TODAY, THE RPO PRESENTS UP TO 120 CONCERTS PER YEAR, SERVING NEARLY 170,000 PEOPLE THROUGH TICKETED EVENTS, EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES, AND CONCERTS IN SCHOOLS AND COMMUNITY CENTERS THROUGHOUT THE REGION. NEARLY ONE-THIRD OF ALL RPO PERFORMANCES ARE EDUCATIONAL OR COMMUNITY-RELATED. IN ADDITION, WXXI 91.5 FM REBROADCASTS APPROXIMATELY 30 RPO CONCERTS EACH YEAR, AND WE USE DIGITAL MEDIA, INCLUDING STREAMING TO BRING OUR PROGRAMS TO AUDIENCES REMOTELY. FOR MORE INFORMATION, VISIT RPO.ORG.

    Expenses $9,761,536 · Revenue $3,814,064

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CURTIS LONG

    PRESIDENT & CEO

    Total calculated
    $231,179
    From this org
    $216,920
    From related orgs
    $0
    Other
    $14,259
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $216,920
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,259
    Filer's total
    $231,179

  • ERIK BEHR

    BOARD MEMBER & MUSICIAN

    Total calculated
    $64,502
    From this org
    $64,502
    From related orgs
    $0
    Other
    $0
    Hours/week
    27

  • DR STANLEY BYRD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DIANA CLARKSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GEORGE DADDIS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JIM ENGLERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE FRANGENBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PATRICK FULFORD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EMERSON FULLWOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM FULMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAULETTE GISSENDANNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALLY HIRANANDANI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR RALPH JOZEFOWICZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KAREN KESSLER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • LARS KIRVAN

    BOARD MEMBER & MUSICIAN

    Total calculated
    $48,027
    From this org
    $48,027
    From related orgs
    $0
    Other
    $0
    Hours/week
    27

  • ZUZA KWON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROSS LANZAFAME

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATHY LINDAHL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR DIANE LU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JACK MCGOWAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE MILLARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • VICTOR POLESHUCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BETSY RICE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMAL ROSSI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RON SALLUZZO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR EVA SAUER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHY SCHUMACHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR GEORGE SCHWARTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR SID SOBEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICH STEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JASON THOMAS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DR JIM WATTERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CINDY YANCEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LAURIE HAELLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH ONSLOW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TERRY HARTMAN

    CFO

    Total calculated
    $126,971
    From this org
    $112,712
    From related orgs
    $0
    Other
    $14,259
    Hours/week
    40

  • JEFF TYZIK

    POPS CONDUCTOR

    Total calculated
    $170,856
    From this org
    $160,701
    From related orgs
    $0
    Other
    $10,155
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,701
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,155
    Filer's total
    $170,856

  • ROBERT DERMODY

    VP OF DEVELOPMENT

    Total calculated
    $161,599
    From this org
    $147,340
    From related orgs
    $0
    Other
    $14,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,340
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,259
    Filer's total
    $161,599

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, and on a Form 990-PF Part VIII's — 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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Provenance

Return type
form_990
Tax year
2022
Filed
27 March 2025
IRS schema version
2022v5.0
Source object
202540879349300314

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

The source document this was parsed from is served over the API, which is where bulk and document access live.