2026-07-15T14:34:22-05:00 2025-08-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2024-09-01 316402408 COLUMBUS SYMPHONY ORCHESTRA COLU 6142289600 CO CAPA 55 E STATE STREET COLUMBUS OH 43215 MAUREEN O'BRIEN CHIEF EXECUTIVE OFFICER 6142289600 2026-07-14 1 TAMAR PLOTZKER P02047230 6142211120 2026-07-14 2024 2025-03-06 01:10:19Z MAUREEN O'BRIEN C/O CAPA 55 E STATE STREET COLUMBUS OH 43215 13194982 0 X WWW.COLUMBUSSYMPHONY.COM X 1951 OH CONNECTING OUR COMMUNITY THROUGH MUSIC, EDUCATION, AND INSPIRATION. 28 28 240 393 1265 0 33196154 9383662 2574060 2562697 631778 1175819 -75619 -86829 36326373 13035349 10000 7500 0 0 4425816 4713145 0 0 792754 6778956 7103439 11214772 11824084 25111601 1211265 77429308 81145880 1058633 849881 76370675 80295999 X THE MISSION OF THE COLUMBUS SYMPHONY ORCHESTRA IS TO PROVIDE SYMPHONIC MUSIC AND EDUCATIONAL PROGRAMS OF THE HIGHEST QUALITY, TO ENGENDER PASSION AND EXCITEMENT IN OUR DIVERSE AUDIENCES. THIS IS PAIRED WITH OUR EDUCATIONAL MISSION: TO EDUCATE AND ENTERTAIN PEOPLE OF ALL AGES TO FOSTER TALENT, CREATE FUTURE AUDIENCES, NURTURE INTELLECTUAL DEVELOPMENT AND SPARK CREATIVITY. 0 0 4380821 0 1313017 2024-25 INDOOR CONCERTS INCLUDED THE MASTERWORKS SERIES, WITH 12 PROGRAMS (24 PERFORMANCES), AND A SERIES OF SPECIAL POPS CONCERTS (5 PROGRAMS/7 PERFORMANCES), WHICH INCLUDED THE HOLIDAY POPS SPECTACULAR AND A PROGRAM FEATURING THE ORCHESTRA PERFORMING THE SCORE LIVE ALONG WITH SCREENING OF BATMAN 1989. TOTAL ATTENDANCE FOR CONCERTS IN THESE SERIES WAS 48,158. 2549923 0 610755 THE 2025 PICNIC WITH THE POPS AND POPCORN POPS OUTDOOR CONCERT SERIES IN THE COLUMBUS COMMONS INCLUDED NINE (9) CONCERT PROGRAMS, WHICH WERE ATTENDED BY 17,769 INDIVIDUALS. 684925 7500 144598 CSO EDUCATION PROGRAMS IN THE 2024 TO 2025 SEASON INCLUDE A BROAD RANGE OF OFFERINGS DESIGNED TO SERVE STUDENTS, EDUCATORS, AND LIFELONG LEARNERS. CLASSROOM PROGRAMS INCLUDE YOUNG PEOPLE'S CONCERTS, IN SCHOOL CONCERTS, THE MINDFUL MUSIC MOMENTS PROGRAM, ENSEMBLE COACHING, CHAMBER PERFORMANCES, AND AN IN SCHOOL RESIDENCY PROGRAM.CSO ALSO SUPPORTS FOUR YOUTH ENSEMBLES, YOUTH ORCHESTRA, REPERTORY ORCHESTRA, CHAMBER STRINGS, AND JUNIOR STRINGS, AS WELL AS A YOUTH ORCHESTRA EUROPEAN TOUR. THE ACADEMY PROVIDES INTENSIVE TRAINING FOR STUDENTS OF DIVERSE BACKGROUNDS WHO ASPIRE TO PURSUE CAREERS IN MUSIC.FOR ADULT LEARNERS, FANTASY CAMP OFFERS A DAY-LONG IMMERSIVE EXPERIENCE FOR AMATEUR MUSICIANS TO LEARN ALONGSIDE SYMPHONY PROFESSIONALS. IN ADDITION, CSO PLANS TO RELAUNCH ITS EDUCATIONAL WEBSITE FOR CHILDREN IN AUGUST.IN TOTAL, CSO EDUCATION PROGRAMS ARE PROJECTED TO SERVE MORE THAN 50,000 INDIVIDUALS DURING THE 2024 TO 2025 SEASON. 1047526 507704 AUDIENCE DEVELOPMENT SERIES (COMMUNITY ENGAGEMENT, ETC.); SPECIAL EVENTS AND CONTRACTED MUSICIAN PERFORMANCES. 1047526 507704 8663195 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 96 0 1 240 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X MIKE DANIELS 6147196652 55 EAST STATE ST COLUMBUS OH 43215 X STEPHEN E MARKOVICH CHAIR 4.00 X X 0 0 0 ROBERT MORRISON JR CO-VICE CHAIR 2.00 X X 0 0 0 NELSON YODER CO-VICE CHAIR 2.00 X X 0 0 0 AARON ALT TREASURER 2.00 X X 0 0 0 AMY SHORE SECRETARY 2.00 X X 0 0 0 ROSA M AILABOUNI BOARD MEMBER 2.00 X 0 0 0 GIORDANO ALBERTAZZI BOARD MEMBER 2.00 X 0 0 0 ANDY ALDERMAN BOARD MEMBER 2.00 X 0 0 0 MELODY BIRMINGHAM BOARD MEMBER 2.00 X 0 0 0 JOSEPH CHLAPATY BOARD MEMBER 2.00 X 0 0 0 VINITA CLEMENTS BOARD MEMBER 2.00 X 0 0 0 ROBERT COCHRAN BOARD MEMBER 2.00 X 0 0 0 KATE DIXON BOARD MEMBER 2.00 X 0 0 0 MICHAEL P FOLEY BOARD MEMBER 2.00 X 0 0 0 HECTOR GARCIA-SANTANA BOARD MEMBER 2.00 X 0 0 0 JACK GEORGE BOARD MEMBER 2.00 X 0 0 0 CINDY HILSHEIMER BOARD MEMBER 2.00 X 0 0 0 MARCY HINGST BOARD MEMBER 2.00 X 0 0 0 TERRY HOPPMANN BOARD MEMBER 2.00 X 0 0 0 ALEX JOHNSON BOARD MEMBER 2.00 X 0 0 0 ERIC JOHNSON BOARD MEMBER 2.00 X 0 0 0 ALGENON L MARBLEY BOARD MEMBER 2.00 X 0 0 0 TED MCDANIEL BOARD MEMBER 2.00 X 0 0 0 GAY SU PINNELL BOARD MEMBER 2.00 X 0 0 0 SKIP PRICHARD BOARD MEMBER 2.00 X 0 0 0 RONALD A PIZZUTI BOARD MEMBER 2.00 X 0 0 0 ZUHEIR SOPHIA BOARD MEMBER 2.00 X 0 0 0 MICHAEL WEISS BOARD MEMBER 2.00 X 0 0 0 MAUREEN O'BRIEN CEO 40.00 X 0 0 0 0 0 0 0 0 0 0 COLUMBUS ASSOCIATION FOR THE PERFORMING 55 E STATE STREET COLUMBUS OH 43215 MANAGEMENT FEES 357001 ROSSEN MILANOV 55 E STATE STREET COLUMBUS OH 43215 MUSIC DIRECTOR 262274 2 423475 1331647 7628540 32000 9383662 TICKET SALES 711130 2111739 2111739 PERFORMANCE FEES 711130 313908 313908 YOUTH ORCHESTRA 711130 135785 135785 ADVERTISING/PROMOTION 541800 1265 1265 2562697 1176103 1176103 284 -284 -284 -284 40600 423475 142071 -101471 -101471 12889 17278 -4389 -4389 MISCELLANEOUS INCOME 900099 19031 19031 19031 13035349 2576074 1265 1074348 X 7500 7500 3703660 3701201 2459 207167 207167 373767 364377 7009 2381 428551 427354 1197 357001 357001 89933 89933 35268 35268 4342749 2166887 1541090 634772 306452 306452 494403 410006 37020 47377 415848 324577 55387 35884 219860 141678 33797 44385 39511 39511 35141 35141 CONTRACTED STAGEHANDS 323436 314519 8917 LICENSE AND MEMBERSHIP 60135 28420 31715 BACKSTAGE AND USHERS 50700 50700 MUSIC 47375 47375 285627 164982 105263 15382 11824084 8663195 2368135 792754 5240812 2288174 12132504 32903516 34488451 17954994 50600 133873 104477 90501 883191 462984 128558 420207 25283906 27354615 77429308 81145880 870706 715919 121293 120338 66634 13624 1058633 849881 X 9226683 8824122 67143992 71471877 76370675 80295999 77429308 81145880 X 1211265 2714059 X X 0 1 X 1 0 X 8934657 21356387 11119960 33196154 9383662 83990820 8934657 21356387 11119960 33196154 9383662 83990820 11607466 72383354 391 6879 249893 634773 1176103 2068039 12820 1375 920 1265 16380 71924 76935 94323 63254 59631 366067 86441306 11230198 0.83740 0.84300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME SPECIAL EVENTS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24689801 32322 2675399 1000605 26396917 21217238 411200 3881368 820005 24689801 19606701 418288 2052233 859984 21217238 21119915 2244534 -3012478 745270 19606701 17840990 420427 3410894 552396 21119915 0.24210 0.75790 1 0 8650 3266 5384 390598 342640 47958 483943 117078 366865 420207 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 27341382 OPERATING LEASE RIGHT OF USE ASSETS 13233 27354615 OPERATING LEASE LIABILITIES 13624 13624 X 16309468 400711 159349 560060 15749408 -2714059 -2714059 13035349 12384144 400711 159349 560060 11824084 0 11824084 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT COMMUNITY OUTREACH, GENERAL OPERATIONS, YOUTH ACTIVITIES, PIANISTS AND OTHER PROGRAMS. INCOME RECEIVED, BASED ON PRE-DETERMINED INVESTMENT AND SPENDING POLICIES FROM THE ENDOWMENTS, SUPPORTS THE GENERAL OPERATIONS AND CSO OUTREACH ACTIVITIES. PART X, LINE 2: THE ORCHESTRA PERFORMS AN ANNUAL ASSESSMENT FOR ANY UNCERTAINTY IN INCOME TAX POSITIONS WHICH INCLUDES AN ANALYSIS OF WHETHER THERE ARE ANY TAX POSITIONS TAKEN WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED OR OTHER ACTIVITIES THAT MAY JEOPARDIZE THEIR TAX EXEMPT STATUS AND THUS WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION. AS OF AUGUST 31, 2025 AND 2024, NO TAX LIABILITY WAS RECORDED AS THE ORCHESTRA DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 17,278. SPECIAL EVENT EXPENSES 142,071. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS -2,714,059. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 142,071. COST OF GOODS SOLD 17,278. GALA 464075 423475 40600 33209 57265 18503 33094 464075 423475 40600 33209 57265 18503 33094 142071 -101471 0 MUSIC EDUCATOR AWARDS 3 7500 N/A N/A X VARIOUS ITEMS, INCLUDING CHARITY AUCTION 5 32000 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED ABOVE IS THE TOTAL NUMBER OF DONORS OF NON-CASH CONTRIBUTIONS DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 3 DURING THE FISCAL YEAR, THE COLUMBUS SYMPHONY ORCHESTRA (CSO) CONTINUED ITS MANAGEMENT AGREEMENT WITH THE COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS (CAPA). UNDER THIS AGREEMENT, CAPA PROVIDES CERTAIN MANAGEMENT, FINANCIAL, AND MARKETING SERVICES TO THE CSO. THE CSO'S BOARD CONTINUES TO PROVIDE OVERSIGHT AND STRATEGIC DIRECTION TO BOTH THE CSO'S STAFF AND CAPA IN ITS CAPACITY AS MANAGEMENT COMPANY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT UNDER THE DIRECTION OF THE CHIEF FINANCIAL OFFICER, AND IS ALSO REVIEWED BY THE INDEPENDENT AUDITORS. AFTER THESE REVIEWS, A FINAL DRAFT IS DISTRIBUTED TO THE BOARD FOR THEIR REVIEW BEFORE SUBMITTAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS. THESE FORMS ARE REVIEWED IN ORDER TO IDENTIFY POTENTIAL CONFLICT ISSUES. IF AN ACTUAL OR POTENTIAL CONFLICT IS FOUND, THE INTERESTED PERSON WILL RECUSE HIMSELF/HERSELF FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND VIA WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DISTRIBUTES AN ANNUAL REPORT THAT IS MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS AND OTHER ORGANIZATION DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, EXCEPT FOR THOSE THAT ARE REQUIRED TO BE DISCLOSED IN ACCORDANCE WITH LAW. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 548,219. MANAGEMENT AND GENERAL EXPENSES 1,142,124. FUNDRAISING EXPENSES 482,640. TOTAL EXPENSES 2,172,983. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 115,676. MANAGEMENT AND GENERAL EXPENSES 33,347. FUNDRAISING EXPENSES 12,850. TOTAL EXPENSES 161,873. BUILDING CAMPAIGN CONSULTING: PROGRAM SERVICE EXPENSES 475,461. MANAGEMENT AND GENERAL EXPENSES 365,619. FUNDRAISING EXPENSES 139,282. TOTAL EXPENSES 980,362. CONDUCTOR AND ARTIST FEES: PROGRAM SERVICE EXPENSES 1,027,531. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,027,531. FORM 990, PART XI, LINE 9: INCREASE IN BENEFICIAL ASSETS HELD BY OTHERS 2,714,059. FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.