2026-06-22T13:55:00-05:00 2025-08-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2024-09-01 311378179 MUSIC AND EVENT MANAGEMENT INC MUSI 5137443306 1241 ELM STREET CINCINNATI OH 452027531 GREGORY LEE CFO 5137443306 2026-06-18 1 1 ANNAMARIE B REILLY P00431897 5132413111 2026-06-18 2024 2025-03-06 01:10:19Z GREGORY LEE 1241 ELM STREET CINCINNATI OH 452027531 98004193 0 X HTTPS://WWW.MEMI.BIZ/ X 1993 OH MANAGES PERFORMANCES TO ENHANCE THE CULTURAL VITALITY AND QUALITY OF LIFE IN GREATER CINCINNATI. 6 3 1405 3 0 0 2433145 10241643 55770054 54678449 1155468 988610 17366202 18979056 76724869 84887758 9056167 5978260 0 0 13025249 14129778 0 0 0 54858058 55917659 76939474 76025697 -214605 8862061 36986907 45204395 25117316 24472743 11869591 20731652 X MUSIC AND EVENT MANAGEMENT, INC. (MEMI), A RELATED TAX-EXEMPT ORGANIZATION OF THE CINCINNATI SYMPHONY ORCHESTRA (CSO), MANAGES AND OFFERS A DIVERSE ARRAY OF QUALITY PERFORMANCES AT RIVERBEND MUSIC CENTER, THE PNC PAVILION, AND THE TAFT THEATRE, AND ADDITIONALLY OFFERS PREFERRED SERVICES TO OTHER NON-PROFIT ORGANIZATIONS FOR FESTIVALS AND COMMUNITY EVENTS. MEMI SUPPORTS THE CSO'S MISSION TO ENHANCE THE CULTURAL VITALITY AND QUALITY OF LIFE IN THE GREATER CINCINNATI REGION. 0 0 63373505 5978260 55984878 MUSIC AND EVENT MANAGEMENT, INC. (MEMI), A RELATED TAX-EXEMPT ORGANIZATION OF THE CINCINNATI SYMPHONY ORCHESTRA (CSO), MANAGES AND OFFERS A DIVERSE ARRAY OF QUALITY PERFORMANCES AT RIVERBEND MUSIC CENTER, THE PNC PAVILION, ANDREW J. BRADY MUSIC CENTER AND THE TAFT THEATRE, AND ADDITIONALLY OFFERS PREFERRED SERVICES TO OTHER NON-PROFIT ORGANIZATIONS FOR FESTIVALS AND COMMUNITY EVENTS. MEMI SUPPORTS THE CSO'S MISSION TO ENHANCE THE CULTURAL VITALITY AND QUALITY OF LIFE IN THE GREATER CINCINNATI REGION.MEMI OFFERED 42 EVENTS AT RIVERBEND MUSIC CENTER AND PNC PAVILLION WITH 369,504 IN ATTENDANCE, 74 EVENTS AT ANDREW J. BRADY MUSIC CENTER WITH 165,192 IN ATTENDANCE, AND 53 EVENTS AT THE TAFT THEATRE WITH 123,772 IN ATTENDANCE. 63373505 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 131 0 1 1405 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GREGORY LEE 5137443306 1241 ELM STREET CINCINNATI OH 452027531 JONATHAN MARTIN PRESIDENT 5.00 40.00 X X 74375 534269 33679 MICHAEL SMITH CHIEF EXECUTIVE OFFICER 45.00 X X 456661 0 54608 RICHARD FRESHWATER CHIEF FINANCIAL OFFICER 15.00 30.00 X X 75841 273355 36351 DIANNE ROSENBERG IMMEDIATE PAST CHAIR 1.00 0.50 X 0 0 0 CHARLA WEISS CHAIR 1.00 0.50 X X 0 0 0 SUE MCPARTLIN SECRETARY & TREASURER 1.00 0.50 X X 0 0 0 MATHEW DUNNE CHIEF OPERATING OFFICER 40.00 X 426989 0 48167 EDWARD MORRELL CHIEF BUSINESS OFFICER 40.00 X 384684 0 41157 MICHELE FERRARA DIRECTOR OF SPONSORSHIP SA 40.00 X 260300 0 20410 JENNIFER SCHOONOVER DIRECTOR OF PREMIUM SEAT S 40.00 X 223394 0 26293 ROSEMARIE MOEHRING DIRECTOR OF MARKETING 40.00 X 188842 0 25629 RYAN JASPERS OPERATIONS AND PRODUCTION 40.00 X 180322 0 33187 JUDY SIMPSON DIRECTOR OF FINANCE 40.00 X 163700 0 21969 2435108 807624 341450 13 0 1 0 GBBN 332 EAST 8TH STREET CINCINNATI OH 45202 CONSTRUCTION DESIGN 2242952 OUTBACK PRESENTS LLC 209 TENTH AVE SOUTH STE 503 NASHVILLE TN 37203 ARTIST MANAGEMENT 1834373 MERCH TRAFFIC LLC 511 APACHE TRAIL MORGANVILLE NJ 07751 ARTIST MERCHANDISE MANAGEMENT 1124599 CREATIVE ARTISTS AGENCY LLC 2000 AVENUE OF THE STARS LOS ANGELES CA 90067 ARTIST MANAGEMENT 1034215 ACCESS AUDIO INC 160 NOVNER DRIVE CINCINNATI OH 45215 AUDIO 879062 54 8000000 2241643 10241643 EVENT MANAGEMENT REVENUE 900099 54678449 54678449 54678449 988610 988610 32095491 13116435 18979056 1306429 17672627 84887758 55984878 0 18661237 5978260 5978260 1577481 751303 826178 10310329 5074120 5236209 44205 14791 29414 1150307 384894 765413 1047456 614228 433228 173709 173709 24274 24274 919278 35113 884165 2350307 2343186 7121 205683 114 205569 1809291 770619 1038672 212729 150313 62416 1292575 1223687 68888 68771 7628 61143 709368 543338 166030 ARTIST FEES 30049559 30049559 PERFORMANCE COSTS 12415481 12415481 MERCHANDISE EXPENSE 2359897 2359897 BANK AND CREDIT CARD CH 618804 493407 125397 2707933 163567 2544366 76025697 63373505 12652192 0 5218275 5063068 17059038 17061091 1358916 1244532 2218744 2519454 311684 434091 469607 451108 3039712 2670095 408313 369617 9942330 18061434 36986907 45204395 10830389 9540966 13196894 13788439 1090033 1143338 25117316 24472743 X 11869591 20731652 11869591 20731652 36986907 45204395 8862061 0 X X 0 1 X 1 0 X 11686589 2841697 3366481 2433145 10241643 30569555 12786754 67498326 52768385 57031455 62590616 252675536 24473343 70340023 56134866 59464600 72832259 283245091 0 0 0 283245091 2550 110330 987830 1155468 988610 3244788 2550 110330 987830 1155468 988610 3244788 1742888 8750617 9819597 16104801 17672627 54090530 26218781 79200970 66942293 76724869 91493496 340580409 0.83170 0.85220 0.00950 0.00890 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CONCESSION NET INCOME - 2020 AMOUNT: $ 1,742,888. 2021 AMOUNT: $ 8,750,617. 2022 AMOUNT: $ 9,819,597. 2023 AMOUNT: $ 16,104,801. 2024 AMOUNT: $ 17,672,627. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3005212 2665595 339617 34500 4500 30000 369617 DUE TO/FROM INTERCOMPANY 17258988 RIGHT-OF-USE ASSET 802446 18061434 DEFERRED COMPENSATION PAYABLE 340892 LEASE LIABILITY 802446 1143338 X PART X, LINE 2: CSO AND MEMI ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF OHIO LAW. HOWEVER, CSO AND MEMI ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. CSO AND MEMI ARE NOT AWARE OF ANY MATERIAL ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. RIVERBANK, RIVERBEND, RIVER VISION, TREH LLC AND EVT ARE DISREGARDED ENTITIES WHOSE OPERATIONAL RESULTS ARE INCLUDED IN THEIR PARENT ENTITY. CSO AND MEMI'S IRS FORMS 990 ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. CSO AND MEMI BELIEVES THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, THEREFORE, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. 1 CINCINNATI SYMPHONY ORCHESTRA 1241 ELM STREET CINCINNATI OH 45202 310537080 501(C)3 5978260 0 UNRESTRICTED GRANT 1 0 PART I, LINE 2: THE ORGANIZATION ONLY MAKES GRANTS TO THE CINCINNATI SYMPHONY ORCHESTRA, A RELATED ENTITY. X X X X X 0 0 0 0 0 0 0 0 0 JONATHAN MARTIN PRESIDENT 74375 386751 0 147518 0 0 3860 20073 1572 8174 79807 562516 0 0 MICHAEL SMITH CHIEF EXECUTIVE OFFICER 298661 0 158000 0 0 0 36533 0 18075 0 511269 0 0 0 MATHEW DUNNE CHIEF OPERATING OFFICER 215739 0 161250 0 50000 0 25799 0 22368 0 475156 0 0 0 EDWARD MORRELL CHIEF BUSINESS OFFICER 220434 0 164250 0 0 0 23081 0 18076 0 425841 0 0 0 RICHARD FRESHWATER CHIEF FINANCIAL OFFICER 70841 198355 5000 75000 0 0 5508 15423 4058 11362 85407 300140 0 0 MICHELE FERRARA DIRECTOR OF SPONSORSHIP SA 98585 0 161715 0 0 0 10258 0 10152 0 280710 0 0 0 JENNIFER SCHOONOVER DIRECTOR OF PREMIUM SEAT S 60147 0 163247 0 0 0 8936 0 17357 0 249687 0 0 0 ROSEMARIE MOEHRING DIRECTOR OF MARKETING 138842 0 50000 0 0 0 7554 0 18075 0 214471 0 0 0 RYAN JASPERS OPERATIONS AND PRODUCTION 127322 0 53000 0 0 0 10819 0 22368 0 213509 0 0 0 JUDY SIMPSON DIRECTOR OF FINANCE 133700 0 30000 0 0 0 6639 0 15330 0 185669 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER PREPARES SUPPORTING SCHEDULES USED FOR 990 PREPARATION. THE CONTROLLER AND CFO PERFORM THE INITIAL REVIEW WITH THE CPA/AUDITOR. THE EXECUTIVE COMMITTEE REVIEWS THE 990 PRIOR TO FILING THE RETURN. A COPY OF THE 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MAY SERVE TWO CONSECUTIVE THREE YEAR TERMS. THE CONFLICT OF INTEREST POLICY IS COMPLETED WHEN THE INDIVIDUAL FIRST JOINS THE BOARD AND AT THE BEGINNING OF THE SECOND TERM IF SERVED. IN ADDITION TO THE SIGNING OF THE POLICY, POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AT MEETINGS OF THE BOARD AND ANY INDIVIDUAL WITH A CONFLICT OF INTEREST MUST DISCLOSE AND EXCUSE THEMSELVES FROM ANY VOTE INVOLVING THE MATTER IN QUESTION. IF AT ANY TIME AN INTERESTED PERSON DISCLOSES OR IS DISCOVERED TO HAVE A POTENTIAL OR ACTUAL CONFLICT, THE MATTER IS HANDLED IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 WITHIN THE EXECUTIVE COMMITTEE, THERE IS A COMPENSATION COMMITTEE THAT DETERMINES AND APPROVES COMPENSATION FOR THE PRESIDENT AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMMITTEE UTILIZES 990S FROM LOCAL ARTS GROUPS AND COMPENSATION SURVEY DATA THAT FEATURES COMPILED DATA WITH INDUSTRY STANDARDS PERTINENT TO NON-PROFITS AND FINE ART GROUPS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. EVT MANAGEMENT SERVICES LLC 1241 ELM STREET CINCINNATI OH 45202 851463869 CONCESSIONS AND EQUIPMENT COMPANY OH 14667233 6253203 MUSIC AND EVENT MANAGEMENT INC CINCINNATI SYMPHONY ORCHESTRA 1241 ELM STREET CINCINNATI OH 45202 310537080 ORCHESTRA CONCERTS OH 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1