2025-05-13T14:37:00-05:00 2024-06-30 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2023-07-01 316000540 SPRINGFIELD SYMPHONY ORCHESTRA ASSOCIATION SPRI 9373258100 PO BOX 1374 SPRINGFIELD OH 45501 MARY OLIVER PRESIDENT 9373258100 2025-05-13 1 1 APRIL CAULFIELD P01949369 9373992000 2025-05-13 2023 2025-03-06 01:10:19Z MARY OLIVER PO BOX 1374 SPRINGFIELD OH 45501 1065967 0 X WWW.SPRINGFIELDSYM.ORG X 1948 OH THE MISSION OF THE SPRINGFIELD SYMPHONY ORCHESTRA IS TO ENRICH THE LIVES OF THE PEOPLE IN SPRINGFIELD AND THE SURROUNDING REGION BY PRESENTING QUALITY PERFORMANCES OF SYMPHONIC MUSIC AND PROVIDING EXCELLENT EDUCATION PROGRAMS. 20 20 186 80 27330 0 619631 593133 434371 405940 15305 16736 6517 10405 1075824 1026214 0 0 0 0 620210 653218 0 0 65611 591851 427360 1212061 1080578 -136237 -54364 369200 351784 101716 138664 267484 213120 THE MISSION OF THE SPRINGFIELD SYMPHONY ORCHESTRA IS TO ENRICH THE LIVES OF THE PEOPLE IN SPRINGFIELD AND THE SURROUNDING REGION BY PRESENTING QUALITY PERFORMANCES OF SYMPHONIC MUSIC AND PROVIDING EXCELLENT EDUCATION PROGRAMS. 0 0 905477 405940 PROVIDING THE CITY AND SURROUNDING COMMUNITY WITH THE MUSICAL ARTS AT A REASONABLE COST 11567 PROMOTING THE DEVELOPMENT OF MUSICAL ARTS IN THE COMMUNITY THROUGH YOUTH INVOLVEMENT - APPROX 3,300 LOCAL GRADE SCHOOL STUDENTS ARE ENRICHED 917044 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 186 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X LOUIS ROSS 9373258100 300 SOUTH FOUNTAIN AVE SPRINGFIELD OH 45506 JOHN LANDESS PRESIDENT 2.00 X X 0 0 0 ADAM FRANTZ VICE PRESIDENT 1.00 X X 0 0 0 NATHAN HALE TREASURER 2.00 X X 0 0 0 MARY OLIVER SECRETARY 2.00 X X 0 0 0 TERRI BELLIVEAU TRUSTEE 1.00 X 0 0 0 TIM BODE TRUSTEE 1.00 X 0 0 0 CATHY TUCKERMAN TRUSTEE 1.00 X 0 0 0 CHRISTINA DARDING TRUSTEE 1.00 X 0 0 0 RICK DUSTIN TRUSTEE 1.00 X 0 0 0 STEVE BROIDY TRUSTEE 1.00 X 0 0 0 MARCIA FLAX TRUSTEE 1.00 X 0 0 0 MARLIES HEMMANN TRUSTEE 1.00 X 0 0 0 TOYA HERRING TRUSTEE 1.00 X 0 0 0 BONNIE SHELBURNE TRUSTEE 1.00 X 0 0 0 KARI JOHNSTON TRUSTEE 1.00 X 0 0 0 BOB WHITE TRUSTEE 1.00 X 0 0 0 KATIE HARFORD TRUSTEE 1.00 X 0 0 0 DOUG DEER FOUNDATION REP 1.00 X 0 0 0 KELLEY BELOFF WASSO REP 1.00 X 0 0 0 NOAH LAMB TRUSTEE 1.00 X 0 0 0 LOUIS ROSS EXECUTIVE DIRECTOR 40.00 X 68820 0 0 68820 0 0 0 0 0 0 0 75809 185641 42038 289645 593133 PERFORMANCE REVENUE 711130 387013 387013 EDUCATION 711130 18927 18927 405940 1017 1017 15719 0 15719 15719 15719 20778 75809 39753 -18975 -18975 ADVERTISING INCOME 541800 27330 27330 MISCELLANEOUS 711130 2050 2050 29380 1026214 405940 27330 -189 68820 56415 7194 5211 487090 399292 50916 36882 47333 38808 4944 3581 49975 40975 5219 3781 5000 4100 522 378 11375 9326 1188 861 32518 26662 3396 2460 20903 7397 12824 682 13793 11309 1464 1020 1567 1285 164 118 508 508 7096 5818 841 437 PERFORMANCE OVERHEAD 234836 234836 PRINTING & POSTAGE 58896 48289 6151 4456 EQUIPMENT 13310 10913 1390 1007 YOUTH ORCHESTRA 11567 11567 15991 10052 1202 4737 1080578 917044 97923 65611 81122 56066 18878 18022 37374 43712 9336 14245 71484 19456 52028 52028 170462 167711 369200 351784 8382 20672 40798 14926 52536 103066 101716 138664 X 267484 213120 267484 213120 369200 351784 -54364 0 X X 0 1 X 1 0 X 530167 562873 797435 619631 593133 3103239 530167 562873 797435 619631 593133 3103239 131769 2971470 16 39 601 1017 1673 9399 12750 38845 2595 2050 65639 3170551 1448113 0.93720 0.92260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71484 19456 52028 52028 INTEREST IN ASSETS AT COMMUNITY FOUNDATION 133645 OPERATING LEASE RIGHT-OF-USE ASSET 34066 167711 OPERATING LEASE LIABILITY, CURRENT PORTION 17916 OPERATING LEASE LIABILITY, LONG-TERM PORTION 16150 LINE OF CREDIT 69000 103066 X 1026214 0 1026214 0 1026214 1080578 0 1080578 0 1080578 PART X, LINE 2: THE ASSOCIATION QUALIFIES AS A TAX-EXEMPT, NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION, HOWEVER, IS SUBJECT TO FEDERAL INCOME TAX ON UNRELATED BUSINESS INCOME DERIVED FROM CERTAIN ACTIVITIES. THE ASSOCIATION'S FEDERAL RETURN FOR THE YEAR ENDED JUNE 30, 2021 AND FORWARD REMAIN OPEN TO EXAMINATION AS OF THE DATE OF THIS REPORT. THERE WAS NO INCOME TAX EXPENSE IN THE YEARS ENDED JUNE 30, 2024 AND 2023. THE ASSOCIATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. WINE TASTING 68282 55665 12617 9166 3087 15888 850 7341 FLAVOUR OF SPRINGFIELD 23476 15315 8161 1550 118 150 1604 91758 70980 20778 9166 4637 16006 1000 8945 39754 -18976 FORM 990, PART VI, SECTION A, LINE 7B EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN MEETINGS OF THE TRUSTEES. SUCH ACTIONS ARE TO BE CONFIRMED BY THE BOARD OF TRUSTEES AT THE NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE COMMITTEE WILL REVIEW THE 990 BEFORE IT IS FILED. COPIES WILL BE AVAILABLE FOR ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND TRUSTEES COMPLETE QUESTIONNAIRES ANNUALLY ABOUT CONFLICTS OF INTEREST AND ANY CONFLICTS ARE REVIEWED. A TRUSTEE WITH A CONFLICT OF INTEREST WILL NOT VOTE OR PARTICIPATE IN ANY BOARD DISCUSSION RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF OTHER EXECUTIVE DIRECTORS OF ORCHESTRAS OF SIMILAR SIZE ARE USED FOR COMPARABILITY DATA. THE BOARD DISCUSSES AND APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR. FOR THE OPERATIONS DIRECTOR, THE EXECUTIVE DIRECTOR PROPOSES A SALARY WHICH IS DISCUSSED AND APPROVED BY THE BOARD. THE DELIBERATIONS AND DECISIONS FOR BOTH POSITIONS ARE CONTEMPORANEOUSLY RECORDED. FORM 990, PART VI, SECTION C, LINE 18 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE SYMPHONY OFFICE FOR PUBLIC REVIEW. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEAR SPRINGFIELD SYMPHONY FOUNDATION PO BOX 1374 SPRINGFIELD OH 45501 316077554 SUPPORT ORGANIZATION OH 501(C)(3) LINE 12A, I N/A 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SPRINGFIELD SYMPHONY FOUNDATION C 185641 FAIR MARKET VALUE