Civic Intelligence

Cleveland Pops Orchestra

EIN 34-1769835 • 501(c)3 • Beachwood, OH

Profile

The cleveland pops orchestra, led by conductor carl topilow, performs the highest quality symphonic pops music to entertain and enrich a wide and diverse audience and provides educational programs to develop an enduring appreciation of music, both enhancing the richness and vibrancy of northeast ohio living.

23245 Mercantile Road Suite BBeachwood, OH 44122

clevelandpops.com

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.90x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.51x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $1M-$5M 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

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

27th percentile

-5.4%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$653,823

Up $149,532 (+30%) from 2023

Liabilities

Up

$591,261

Up $214,946 (+57%) from 2023

Net Assets

Down

$62,562

Down $65,414 (-51%) from 2023

Revenue

Up

$1,164,725

Up $67,766 (+6.2%) from 2023

Expenses

Down

$1,324,738

Down $88,287 (-6.2%) from 2023

Net Income

Up

-$160,013

Up $156,053 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $459,360Liabilities 2010: $223,484Net Assets 2010: $235,8762010Assets 2012: $644,792Liabilities 2012: $242,984Net Assets 2012: $401,8082012Assets 2013: $632,413Liabilities 2013: $335,243Net Assets 2013: $297,1702013Assets 2014: $624,038Liabilities 2014: $348,854Net Assets 2014: $275,1842014Assets 2015: $669,372Liabilities 2015: $395,814Net Assets 2015: $273,5582015Assets 2016: $627,481Liabilities 2016: $372,495Net Assets 2016: $254,9862016Assets 2017: $463,091Liabilities 2017: $333,604Net Assets 2017: $129,4872017Assets 2018: $549,080Liabilities 2018: $401,730Net Assets 2018: $147,3502018Assets 2019: $630,101Liabilities 2019: $522,620Net Assets 2019: $107,4812019Assets 2020: $375,833Liabilities 2020: $291,044Net Assets 2020: $84,7892020Assets 2021: $788,447Liabilities 2021: $548,817Net Assets 2021: $239,6302021Assets 2022: $688,573Liabilities 2022: $255,069Net Assets 2022: $433,5042022Assets 2023: $504,291Liabilities 2023: $376,315Net Assets 2023: $127,9762023Assets 2024: $653,823Liabilities 2024: $591,261Net Assets 2024: $62,5622024

Highlighted filing

2024

Assets$653,823
Liabilities$591,261
Net Assets$62,562

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $913,9732010Expenses 2012: $942,6402012Expenses 2013: $946,8452013Revenue 2014: $1,005,100Expenses 2014: $1,027,086Net Income 2014: -$21,9862014Revenue 2015: $1,012,244Expenses 2015: $992,312Net Income 2015: $19,9322015Revenue 2016: $929,961Expenses 2016: $958,091Net Income 2016: -$28,1302016Revenue 2017: $917,550Expenses 2017: $1,042,572Net Income 2017: -$125,0222017Revenue 2018: $1,066,232Expenses 2018: $1,057,433Net Income 2018: $8,7992018Revenue 2019: $1,029,056Expenses 2019: $1,069,654Net Income 2019: -$40,5982019Revenue 2020: $843,041Expenses 2020: $865,007Net Income 2020: -$21,9662020Revenue 2021: $559,742Expenses 2021: $443,262Net Income 2021: $116,4802021Revenue 2022: $1,301,957Expenses 2022: $1,085,378Net Income 2022: $216,5792022Revenue 2023: $1,096,959Expenses 2023: $1,413,025Net Income 2023: -$316,0662023Revenue 2024: $1,164,725Expenses 2024: $1,324,738Net Income 2024: -$160,0132024

Highlighted filing

2024

Revenue$1,164,725
Expenses$1,324,738
Net Income-$160,013

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.59$0.06$1.16$1.32$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.38$0.13$1.10$1.41$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.26$0.43$1.30$1.09$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.55$0.24$0.56$0.44$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.29$0.08$0.84$0.87$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.52$0.11$1.03$1.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.40$0.15$1.07$1.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.33$0.13$0.92$1.04$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.37$0.25$0.93$0.96$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.40$0.27$1.01$0.99$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.35$0.28$1.01$1.03$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.34$0.30$0.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.24$0.40$0.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.22$0.24$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,225,028
Mission and Program Overview

Mission

The cleveland pops orchestra is committed to preserving symphonic pops music of the highest artistic quality that is entertaining and exciting to a wide and diverse audience, and to provide educational programs that develop a love and understanding of music for youth and adults.

The cleveland pops orchestra, led by conductor carl topilow, performs the highest quality symphonic pops music to entertain and enrich a wide and diverse audience and provides educational programs to develop an enduring appreciation of music, both enhancing the richness and vibrancy of northeast ohio living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$311,102$156,921▼ $154,181
Investments Other Securities$129,634$150,074▲ $20,440
Accounts Receivable$8,068$97,867▲ $89,799
Pledges and Grants Receivable$12,845$56,595▲ $43,750
Prepaid Expenses and Deferred Charges$26,581$41,291▲ $14,710
Land, Buildings, and Equipment, Net$13,141$1,001▼ $12,140
Total Assets$504,291$653,823▲ $149,532
Other Assets Total$2,920$150,074▲ $147,154
Liabilities
Deferred Revenue$347,272$381,285▲ $34,013
Other Liabilities-$150,596-
Accounts Payable and Accrued Expenses$29,043$59,380▲ $30,337
Total Liabilities$376,315$591,261▲ $214,946
Net Assets / Fund Balance
Net Assets With Donor Restrictions$188,859$132,545▼ $56,314
Net Assets Without Donor Restrictions$-60,883$-69,983▼ $9,100
Total Net Assets Fund Balance$127,976$62,562▼ $65,414
Total Liabilities and Net Assets / Fund Balance$504,291$653,823▲ $149,532

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,001$8,241$9,242
Other Assets Org$150,074--
Other Securities$150,074--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$129,634-▲ $22,355-$150,074
2022$120,901-▲ $10,538-$129,634
2021$145,292$2,571▼ $22,705$2,571$120,901
2020$108,567-▲ $38,361-$145,292
2019$110,958-▼ $726-$108,567
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Shirley MorgensternPresident &FT$91,800$91,800

Highest Paid Contractors

ContractorServicesLocationCompensation
Carl TopilowConduct/music28350 CAMBRIDGE LANE, Pepper Pike, OH 44124$110,000
Revenue and Support

Revenue Composition

Contributions and Grants
$355,153
Program Service Revenue
$804,538
Investment Income
$0
Other Revenue
$5,034
All Other Contributions
$195,502
Change in Net Assets
$-160,013

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,162,810
Revenue Not Reported on Financial Statements
$1,915
Revenue Not Reported on Form 990
$22,355
Total Revenue per Audited Statements
$1,185,165
Total Revenue per Form 990
$1,164,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,076,596
Salaries, Compensation, and Employee Benefits$248,142
Total Fundraising Expense$15,276
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$101,896$28,242-$130,138
Advertising$106,333--$106,333
Current Officers, Directors, Trustees, and Key Employees$73,440$13,770$4,590$91,800
Occupancy$56,986$9,631$7,467$74,084
Fees for Services Accounting-$59,683-$59,683
Fees for Services Other$45,116--$45,116
Office Expenses$28,659$4,068-$32,727
All Other Expenses$29,673--$29,673
Payroll Taxes$14,165$1,623$2,238$18,026
Other Expenses$14,343$13,287-$13,287
Other Employee Benefits$6,543$654$981$8,178
Insurance$1,862$2,700-$4,562
Fees for Service Investment Mgmnt Fees-$1,915-$1,915
Information Technology$1,633--$1,633
Depreciation Depletion$925--$925
Total Functional Expenses$1,173,889$135,573$15,276$1,324,738

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,324,738
Expenses per Audited Statements$1,322,823
Total Expenses per Audited Statements$1,322,823
Expenses Not Reported on Financial Statements$1,915
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$60,303
Fundraising Gross Income$60,303
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$131,555$60,303$11,263$49,040
Total Events$131,555$60,303$60,303-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Carl TopilowSpouse of CEOMusic Dir/conductNo$110,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$150,596
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
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Prior to filing, the form 990 is presented to the treasurer, finance staff, and the president/ceo for review and approval. The board of directors is also provided a copy of the form 990.

Form 990, Page 6, Part VI, Line 12C

Each year, board members and staff are asked to review the pops' conflict of interest policy and to complete a "disclosure of interest certificate". The certificate requests that the directors and staff, to the best of their knowledge and belief, disclose affiliations with organizations, or related parties of such organizations, that may potentially result in a conflict of interest. If a potential conflict of interest is identified, appropriate steps are taken both to assess the nature of the potential conflict and, subsequently, to ensure that the possibiity of an actual conflict is mitigated. Such mitigation may be achieved through the recusal or firewalling of the individual in question, thus ensuring that the conflict is managed and the letter and spirit of the conflicts policy is upheld. The governance committee is charged for monitoring the organization's conflict of interest policy.

Form 990, Page 6, Part VI, Line 15A

The executive committee annually evaluates the performance of the president/ceo. Compensation is based on performance and compared to statistics published each year by the league of american orchestras and compared to their peers with similar orchestras in budget, size, and number of performances. The review is performed by independent persons and after deliberations, the decision is contemporaneously documented.

Form 990, Page 6, Part VI, Line 19

The organizations' governing documents, conflict of interest policy and financial statement are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cleveland Pops Orchestra
EIN
34-1769835
Phone
2167657677
Address
23245 MERCANTILE ROAD SUITE B, BEACHWOOD, OH 44122

Signing Officer

Name
Shirley Morgenstern
Title
President & CEO
Phone
2167657677
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James M Stone
Formed
1994
Legal Domicile
Oh
Voting Board Members
23
Independent Board Members
23
Employees
4
Volunteers
91

Preparer

Firm
H & J Certified Public Accountants Inc
Address
7555 FREDLE DR STE 110, CONCORD, OH 44077
Preparer
Rolland B Standish
Phone
4409512997
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The cleveland pops orchestra, led by conductor carl topilow, performs the highest quality symphonic pops music to entertain and enrich a wide and diverse audience and provides educational programs to develop an enduring appreciation of music, both enhancing the richness and vibrancy of northeast ohio living.

Form 990, Page 2, Part III, Line 4A

Through the generosity of many, the cleveland pops orchestra achieved new heights in 2024, including: -over 35,000 people were able to attend our concerts. From severance hall, connor palace, and free outdoor concerts around our region, the pops connects people from all walks of life with the music of their lives. -over 100 professional musicians from northeast ohio were employed through the pops. As a result of new partnerships formed with playhouse square, live nation, the cleveland ballet, the cleveland pops added several more performance opportunities for musicians in the 2024- 2025 season. -nationally acclaimed guest artists have wowed audiences, playing music from broadway, the movies, jazz, and light classics. -our jean l. Petitt scholarship award for high school students provided young artists performance opportunities with the cleveland pops orchestra and resources towards continuing their education. -youth ensembles, including the cleveland pops youth orchestra, performed with our professional musicians. -the cleveland pops orchestra performed seven concerts as part of our subscription season, with several performances being close to sold-out. Several run-out concerts were performed, sponsored by local corporations, municipalities,with several thousand in attendance.for the 24-25 season there are plans for conductor carl topilow to work with a group of 300 high school students. There are also partnerships planned with other non-profit arts organizations such as the cleveland ballet and playhouse square.

Form 990, Page 2, Part III, Line 4B

-actual music actual music is an education program designed to engage children in the wonderful world of music and dance. Actual music provides education, participation, listening and visual excitement to the young student. The program also provides teachers with the tools to continue the program in their classrooms. The actual music program is based on the academic content standards set by the ohio department of education. In the summer of 2024, actual music was brought to the ymca of the rockies in estes park, co. Campers at the ymca experienced the joy of music, movement, and song through this unique program introduced to them through a collaboration between the cleveland pops and the ymca. -a grant to cover the hiring of a cleveland pops education/community outreach manager is in the works. Once filled, this staff member will work to bring actual music to local school districts in the coming year. -the cleveland pops youth orchestra the cleveland pops orchestra, in collaboration with the music settlement, has established the cleveland pops youth orchestra to nurture and train young musicians to reach their full potential while promoting critical thinking, self-confidence, and leadership skills through music. Under the baton of conductor carl topilow, youth orchestra members explore the music of broadway, hollywood, jazz, light classics, and popular songs. The cleveland pops youth orchestra musicians receive coaching from members of the cleveland pops orchestra and teachers from the music settlement. The musicians also performed four concerts and one playing side by side with the cleveland pops orchestra.

Form 990, Part XI, Line 9

Prior period adjustment 72,244

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

To provide financial stability to the orchestra and to enrich and expand its programs, all as determined from time to time by its board.

Schedule D, Page 3, Part X

The orchestra is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (the "code") as a charitable organization whereby only unrelated business income, as defined by section 509(a)(1) of the code, is subject to federal income tax. The orchestra currently has no unrelated business income. Accordingly, no provision for income taxes has been recorded.

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IRS990/ActivityOrMissionDesc0THE CLEVELAND POPS ORCHESTRA, LED BY CONDUCTOR CARL TOPILOW, PERFORMS THE HIGHEST QUALITY SYMPHONIC POPS MUSIC TO ENTERTAIN AND ENRICH A WIDE AND DIVERSE AUDIENCE AND PROVIDES EDUCATIONAL PROGRAMS TO DEVELOP AN ENDURING APPRECIATION OF MUSIC, BOTH ENHANCING THE RICHNESS AND VIBRANCY OF NORTHEAST OHIO LIVING.
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IRS990/Desc0THROUGH THE GENEROSITY OF MANY, THE CLEVELAND POPS ORCHESTRA ACHIEVED NEW HEIGHTS IN 2024, INCLUDING: -OVER 35,000 PEOPLE WERE ABLE TO ATTEND OUR CONCERTS. FROM SEVERANCE HALL, CONNOR PALACE, AND FREE OUTDOOR CONCERTS AROUND OUR REGION, THE POPS CONNECTS PEOPLE FROM ALL WALKS OF LIFE WITH THE MUSIC OF THEIR LIVES. -OVER 100 PROFESSIONAL MUSICIANS FROM NORTHEAST OHIO WERE EMPLOYED THROUGH THE POPS. AS A RESULT OF NEW PARTNERSHIPS FORMED WITH PLAYHOUSE SQUARE, LIVE NATION, THE CLEVELAND BALLET, THE CLEVELAND POPS ADDED SEVERAL MORE PERFORMANCE OPPORTUNITIES FOR MUSICIANS IN THE 2024- 2025 SEASON. -NATIONALLY ACCLAIMED GUEST ARTISTS HAVE WOWED AUDIENCES, PLAYING MUSIC FROM BROADWAY, THE MOVIES, JAZZ, AND LIGHT CLASSICS. -OUR JEAN L. PETITT SCHOLARSHIP AWARD FOR HIGH SCHOOL STUDENTS PROVIDED YOUNG ARTISTS PERFORMANCE OPPORTUNITIES WITH THE CLEVELAND POPS ORCHESTRA AND RESOURCES TOWARDS CONTINUING THEIR EDUCATION. -YOUTH ENSEMBLES, INCLUDING THE CLEVELAND POPS YOUTH ORCHESTRA, PERFORMED WITH OUR PROFESSIONAL MUSICIANS. -THE CLEVELAND POPS ORCHESTRA PERFORMED SEVEN CONCERTS AS PART OF OUR SUBSCRIPTION SEASON, WITH SEVERAL PERFORMANCES BEING CLOSE TO SOLD-OUT. SEVERAL RUN-OUT CONCERTS WERE PERFORMED, SPONSORED BY LOCAL CORPORATIONS, MUNICIPALITIES,WITH SEVERAL THOUSAND IN ATTENDANCE.FOR THE 24-25 SEASON THERE ARE PLANS FOR CONDUCTOR CARL TOPILOW TO WORK WITH A GROUP OF 300 HIGH SCHOOL STUDENTS. THERE ARE ALSO PARTNERSHIPS PLANNED WITH OTHER NON-PROFIT ARTS ORGANIZATIONS SUCH AS THE CLEVELAND BALLET AND PLAYHOUSE SQUARE.
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IRS990/Form990PartVIISectionAGrp/PersonNm14LISA H MICHEL
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IRS990/Form990PartVIISectionAGrp/PersonNm17MICHAEL A SHEMO
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IRS990/MissionDesc0THE CLEVELAND POPS ORCHESTRA, LED BY CONDUCTOR CARL TOPILOW, PERFORMS THE HIGHEST QUALITY SYMPHONIC POPS MUSIC TO ENTERTAIN AND ENRICH A WIDE AND DIVERSE AUDIENCE AND PROVIDES EDUCATIONAL PROGRAMS TO DEVELOP AN ENDURING APPRECIATION OF MUSIC, BOTH ENHANCING THE RICHNESS AND VIBRANCY OF NORTHEAST OHIO LIVING.
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IRS990/ProgSrvcAccomActy2Grp/Desc0-ACTUAL MUSIC ACTUAL MUSIC IS AN EDUCATION PROGRAM DESIGNED TO ENGAGE CHILDREN IN THE WONDERFUL WORLD OF MUSIC AND DANCE. ACTUAL MUSIC PROVIDES EDUCATION, PARTICIPATION, LISTENING AND VISUAL EXCITEMENT TO THE YOUNG STUDENT. THE PROGRAM ALSO PROVIDES TEACHERS WITH THE TOOLS TO CONTINUE THE PROGRAM IN THEIR CLASSROOMS. THE ACTUAL MUSIC PROGRAM IS BASED ON THE ACADEMIC CONTENT STANDARDS SET BY THE OHIO DEPARTMENT OF EDUCATION. IN THE SUMMER OF 2024, ACTUAL MUSIC WAS BROUGHT TO THE YMCA OF THE ROCKIES IN ESTES PARK, CO. CAMPERS AT THE YMCA EXPERIENCED THE JOY OF MUSIC, MOVEMENT, AND SONG THROUGH THIS UNIQUE PROGRAM INTRODUCED TO THEM THROUGH A COLLABORATION BETWEEN THE CLEVELAND POPS AND THE YMCA. -A GRANT TO COVER THE HIRING OF A CLEVELAND POPS EDUCATION/COMMUNITY OUTREACH MANAGER IS IN THE WORKS. ONCE FILLED, THIS STAFF MEMBER WILL WORK TO BRING ACTUAL MUSIC TO LOCAL SCHOOL DISTRICTS IN THE COMING YEAR. -THE CLEVELAND POPS YOUTH ORCHESTRA THE CLEVELAND POPS ORCHESTRA, IN COLLABORATION WITH THE MUSIC SETTLEMENT, HAS ESTABLISHED THE CLEVELAND POPS YOUTH ORCHESTRA TO NURTURE AND TRAIN YOUNG MUSICIANS TO REACH THEIR FULL POTENTIAL WHILE PROMOTING CRITICAL THINKING, SELF-CONFIDENCE, AND LEADERSHIP SKILLS THROUGH MUSIC. UNDER THE BATON OF CONDUCTOR CARL TOPILOW, YOUTH ORCHESTRA MEMBERS EXPLORE THE MUSIC OF BROADWAY, HOLLYWOOD, JAZZ, LIGHT CLASSICS, AND POPULAR SONGS. THE CLEVELAND POPS YOUTH ORCHESTRA MUSICIANS RECEIVE COACHING FROM MEMBERS OF THE CLEVELAND POPS ORCHESTRA AND TEACHERS FROM THE MUSIC SETTLEMENT. THE MUSICIANS ALSO PERFORMED FOUR CONCERTS AND ONE PLAYING SIDE BY SIDE WITH THE CLEVELAND POPS ORCHESTRA.
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