Civic Intelligence

Cincinnati Symphony Orchestra

EIN 31-0537080 • 501(c)3 • Cincinnati, OH

View Organization Page

Profile

The mission of the cincinnati symphony orchestra is to seek and share inspiration.

1241 Elm StreetCincinnati, OH 45202-7531

cincinnatisymphony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.05x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.33x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

83rd percentile

25%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

4.1%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2024

Revenue Growth

47th percentile

6.3%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$377,754,303

Up $53,414,782 (+16%) from 2023

Liabilities

Up

$17,832,428

Up $10,543,404 (+145%) from 2023

Net Assets

Up

$359,921,875

Up $42,871,378 (+14%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin83rd percentile

Revenue

Up

$53,330,646

Up $2,246,118 (+4.4%) from 2023

Expenses

Up

$40,159,265

Up $1,652,473 (+4.3%) from 2023

Net Income

Up

$13,171,381

Up $593,645 (+4.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $80,324,839Liabilities 2010: $18,222,011Net Assets 2010: $62,102,8282010Assets 2011: $86,097,920Liabilities 2011: $16,445,154Net Assets 2011: $69,652,7662011Assets 2012: $98,362,741Liabilities 2012: $11,062,798Net Assets 2012: $87,299,9432012Assets 2013: $119,151,187Liabilities 2013: $7,947,702Net Assets 2013: $111,203,4852013Assets 2014: $155,966,002Liabilities 2014: $8,254,556Net Assets 2014: $147,711,4462014Assets 2015: $183,151,846Liabilities 2015: $10,455,412Net Assets 2015: $172,696,4342015Assets 2016: $195,062,145Liabilities 2016: $8,119,244Net Assets 2016: $186,942,9012016Assets 2017: $209,357,129Liabilities 2017: $8,039,549Net Assets 2017: $201,317,5802017Assets 2018: $226,173,191Liabilities 2018: $11,961,954Net Assets 2018: $214,211,2372018Assets 2019: $229,968,741Liabilities 2019: $15,365,520Net Assets 2019: $214,603,2212019Assets 2020: $281,171,666Liabilities 2020: $15,146,639Net Assets 2020: $266,025,0272020Assets 2021: $334,863,151Liabilities 2021: $11,091,807Net Assets 2021: $323,771,3442021Assets 2022: $298,354,425Liabilities 2022: $5,406,985Net Assets 2022: $292,947,4402022Assets 2023: $324,339,521Liabilities 2023: $7,289,024Net Assets 2023: $317,050,4972023Assets 2024: $377,754,303Liabilities 2024: $17,832,428Net Assets 2024: $359,921,8752024

Highlighted filing

2024

Assets$377,754,303
Liabilities$17,832,428
Net Assets$359,921,875
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0Expenses 2010: $38,784,8892010Expenses 2011: $38,064,2112011Expenses 2012: $25,746,8422012Expenses 2013: $25,831,9852013Revenue 2014: $58,269,114Expenses 2014: $27,553,039Net Income 2014: $30,716,0752014Revenue 2015: $61,320,397Expenses 2015: $29,674,708Net Income 2015: $31,645,6892015Revenue 2016: $33,513,949Expenses 2016: $29,840,819Net Income 2016: $3,673,1302016Revenue 2017: $38,845,927Expenses 2017: $31,381,796Net Income 2017: $7,464,1312017Revenue 2018: $33,994,008Expenses 2018: $31,518,334Net Income 2018: $2,475,6742018Revenue 2019: $43,109,632Expenses 2019: $33,288,825Net Income 2019: $9,820,8072019Revenue 2020: $72,846,957Expenses 2020: $30,788,864Net Income 2020: $42,058,0932020Revenue 2021: $44,365,495Expenses 2021: $27,387,644Net Income 2021: $16,977,8512021Revenue 2022: $55,153,223Expenses 2022: $36,969,006Net Income 2022: $18,184,2172022Revenue 2023: $51,084,528Expenses 2023: $38,506,792Net Income 2023: $12,577,7362023Revenue 2024: $53,330,646Expenses 2024: $40,159,265Net Income 2024: $13,171,3812024

Highlighted filing

2024

Revenue$53,330,646
Expenses$40,159,265
Net Income$13,171,381
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$377,754,303
Liabilities
$17,832,428
Net assets
$359,921,875
Revenue
$53,330,646
Expenses
$40,159,265
Net income
$13,171,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$378$17.8$360$53.3$40.2$13.2
2023Detailed filing. Detailed filing data is available for this year.$324$7.29$317$51.1$38.5$12.6
2022Detailed filing. Detailed filing data is available for this year.$298$5.41$293$55.2$37.0$18.2
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$335$11.1$324$44.4$27.4$17.0
2020Detailed filing. Detailed filing data is available for this year.$281$15.1$266$72.8$30.8$42.1
2019Detailed filing. Detailed filing data is available for this year.$230$15.4$215$43.1$33.3$9.82
2018Detailed filing. Detailed filing data is available for this year.$226$12.0$214$34.0$31.5$2.48
2017Detailed filing. Detailed filing data is available for this year.$209$8.04$201$38.8$31.4$7.46
2016Detailed filing. Detailed filing data is available for this year.$195$8.12$187$33.5$29.8$3.67
2015Detailed filing. Detailed filing data is available for this year.$183$10.5$173$61.3$29.7$31.6
2014Detailed filing. Detailed filing data is available for this year.$156$8.25$148$58.3$27.6$30.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$119$7.95$111$25.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.4$11.1$87.3$25.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.1$16.4$69.7$38.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.3$18.2$62.1$38.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Gross Receipts
$119,932,252
Mission and Program Overview

Mission

The mission of the cincinnati symphony orchestra is to seek and share inspiration.

To seek and share inspiration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$234,330,121$278,445,958▲ $44,115,837
Land, Buildings, and Equipment, Net$37,676,997$53,637,430▲ $15,960,433
Savings and Temporary Cash Investments$36,540,063$32,339,829▼ $4,200,234
Pledges and Grants Receivable$13,931,797$10,130,154▼ $3,801,643
Prepaid Expenses and Deferred Charges$449,262$1,345,290▲ $896,028
Accounts Receivable$74,729$740,929▲ $666,200
Cash and Non-Interest-Bearing Accounts$637,779$487,049▼ $150,730
Total Assets$324,339,521$377,754,303▲ $53,414,782
Other Assets Total$698,773$627,664▼ $71,109
Liabilities
Other Liabilities$2,035,715$10,784,790▲ $8,749,075
Deferred Revenue$3,680,856$3,999,714▲ $318,858
Accounts Payable and Accrued Expenses$1,572,453$3,047,924▲ $1,475,471
Total Liabilities$7,289,024$17,832,428▲ $10,543,404
Net Assets / Fund Balance
Net Assets With Donor Restrictions$199,712,991$216,528,808▲ $16,815,817
Net Assets Without Donor Restrictions$117,337,506$143,393,067▲ $26,055,561
Total Net Assets Fund Balance$317,050,497$359,921,875▲ $42,871,378
Total Liabilities and Net Assets / Fund Balance$324,339,521$377,754,303▲ $53,414,782

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$37,770,763$19,354,266$57,125,029
Land$8,831,237-$8,831,237
Equipment$1,964,318$3,731,831$5,696,149
Other Land Buildings$3,757,975$596,605$4,354,580
Leasehold Improvements$1,313,137$2,218,610$3,531,747

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$236,136,715$3,357,262▲ $39,100,250$8,449,365$270,144,862
2022$224,568,209$841,338▲ $16,822,510$6,095,342$236,136,715
2021$262,206,440$4,857,444▼ $37,256,610$5,239,065$224,568,209
2020$212,390,212$4,121,112▲ $50,694,016$4,998,900$262,206,440
2019$178,993,334$24,765,820▲ $13,245,238$4,614,180$212,390,212
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martin JonathanPresident & CEOFT$375,813$171,147$546,960
Mcgrath RobertChief Operating OfficerFT$275,520$108,703$384,223
Matsuo StefaniConcertmaster, ViolinFT$313,373$9,000$322,373
Freshwater RichardVice President & CFOPT$211,938$103,359$315,297
Lawson Mary McfaddenChief Philanthropy OfficerFT$203,549$86,227$289,776
Brown HaroldChief Diversity & InclusionFT$186,459$77,193$263,652
Russell John MorrisPops ConductorFT$209,436$38,466$247,902
Parry DwightPrincipal OboeFT$222,170$15,218$237,388
Freimuth ElizabethPrincipal French HornFT$202,141$27,328$229,469
Pell ChristopherPrincipal ClarinetFT$201,772$15,218$216,990
Schleker PatrickDirector & Principal TimpanyFT$169,199$27,522$196,721
Blomberg EvinDirector & ViolinFT$115,791$14,951$130,742

Board Members and Trustees

NameTitle
Rosenberg DianneChair
Mcdonald Robert WImmediate Past Chair
Weiss CharlaChair-elect, Vice-chair, Institutional Adv.
Mulder AnneVice-chair, Community Engagement
Healey MelanieVice-chair, Leadership Development
Ullman KariVice-chair, Volunteerism
Akers DorieDirector
Apple HeatherDirector
Bergan MichaelDirector
Brown KateDirector
Brown RalphDirector
Carter AndriaDirector
Chavez MelanieDirector
Costa AndreaDirector
Cunningham AdrianDirector
Davis GabeDirector
Espinola MariaDirector
Giglio L TimothyDirector
Hamby LawrenceDirector
Hargrave-young DeloresDirector
Kelly LisaDirector
Keown EdnaDirector
Kirk PatrickDirector
Koetters FlorenceDirector
Kregor JonathanDirector
Landgren PeterDirector
Lanni JohnDirector
Lawson ShannonDirector
Lindner WillDirector
Mazzocca HollyDirector
Minutolo JamesDirector
Mitchell LauraDirector
Norman Lisa LennonDirector
Phillips TrippDirector
Pung Aik KhaiDirector
Sampson LisaDirector
Sheppard ValarieDirector
Smith StephanieDirector
Smitherman AlbertDirector
Valz David RDirector
Bryan Iii Trish EDirector Emeritus
Budig Jr Otto MDirector Emeritus
Fleischmann Iii BlairDirector Emeritus
Hiltz Francie SDirector Emeritus
Hirschhorn Joseph WDirector Emeritus
Liles SpencerDirector Emeritus
Reynolds RickDirector Emeritus
Rouse JackDirector Emeritus
Wadsworth Randolph LDirector Emeritus
Mcknight GerronSecretary
Mcpartlin SueTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Capacity Interactive Consulting LLCMusic Director1241 ELM ST, Cincinnati, OH 45202$542,331
Jrh ConsultantsMarketing & Web ServicesPO BOX 83447, Woburn, MA 01813$508,360
Community Counseling Services Co LLCInformation Technology8843 GREENBELT RD 288, Greenbelt, MD 20770$395,790
Adage Technologies INCFundraising Campaign Consulting527 MADISON AVE, New York, NY 10022$347,142
-Website Development10 S RIVERSIDE PLAZA STE 1500, Chicago, IL 60606$189,232
Revenue and Support

Revenue Composition

Contributions and Grants
$28,645,249
Program Service Revenue
$9,888,156
Investment Income
$14,571,156
Other Revenue
$226,085
All Other Contributions
$18,794,513
Change in Net Assets
$13,171,381

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded27$276,718Stock Exchange Value
Total Noncash Contributions27$276,718-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$25,684,048
Other Expenses$14,029,823
Total Fundraising Expense$2,285,716
Professional Fundraising Fees$445,394
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$15,947,473$2,129,358$1,059,629$19,136,460
Fees for Services Other$3,024,767$970,672-$3,995,439
Depreciation Depletion$319,641$2,014,031$2,377$2,336,049
Other Employee Benefits$1,970,703$181,984$129,880$2,282,567
Current Officers, Directors, Trustees, and Key Employees$1,504,570$195,440$99,900$1,799,910
Advertising$1,503,218$4,463$81,968$1,589,649
Payroll Taxes$1,254,520$129,488$81,951$1,465,959
Occupancy$1,062,222$272,250$8,581$1,343,053
Pension Plan Contributions$862,639$79,660$56,853$999,152
Office Expenses$443,912$80,717$18,358$542,987
Fees for Services Professional Fundraising--$445,394$445,394
Fees for Service Investment Mgmnt Fees-$413,717-$413,717
All Other Expenses$306,257$57,225$29,649$393,131
Conferences and Meetings$136,619$169,011$31,231$336,861
Travel$154,635$44,569$6,458$205,662
Other Expenses$91,577$104,985$6,785$196,562
Insurance$37,489$86,615-$124,104
Fees for Services Legal-$97,910-$97,910
Fees for Services Accounting-$52,125-$52,125
Total Functional Expenses$30,635,681$7,237,868$2,285,716$40,159,265
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$445,394
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany$9,022,743
Charitable Gift Annuity Liability$868,531
Lease Liability$627,664
Other$265,852
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The cfo prepares supporting schedules used for 990 preparation. The cfo performs the initial review with the cpa/auditor. The executive committee and audit committee reviews the 990 prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“Board members may serve two consecutive three year terms. The conflict of interest policy is completed annually by all board members. 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 VI, LINE 1A:

“The executive committee of the board of directors consists of not less than seven directors, which shall have all of the powers of the board of directors between meetings except the power to fill vacancies of the board of directors. The executive committee shall be composed of the chair of the board, the vice chairs, the treasurer, the secretary, the immediate past chair, and the chair of the benefactors council.”

Filing and Contact Details

Filer

Filer Name
Cincinnati Symphony Orchestra
EIN
31-0537080
Phone
5137443306
Address
1241 ELM STREET, CINCINNATI, OH 45202-7531

Signing Officer

Name
Richard Freshwater
Title
Vice President and CFO
Phone
5136211919
Signed
2025-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Mcgrath
Formed
1894
Legal Domicile
Oh
Voting Board Members
53
Independent Board Members
51
Employees
622
Volunteers
168

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Annamarie B Reilly
Phone
5132413111
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net change in funds held by others for the benefit of cso 5,179,275.”

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Financial Statement Notes

PART V, LINE 4:

“The endowment consists of funds established to provide income to operations.”

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, 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.”

Raw XML AppendixShowing 400 of 1,270 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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