2019-05-15T09:20:41-05:00 2018-06-30 383635706 REHMANN ROBSON LLC 7124 W CENTRAL AVE TOLEDO OH 43617 990 2017-07-01 344005365 TOLEDO ORCHESTRA ASSOCIATION INC TOLE 4192411272 1838 PARKWOOD AVENUE TOLEDO OH 43624 ZAK VASSAR PRESIDENT/CEO 4194180011 2019-05-10 1 CAROLYN E SULEWSKI CPA P00449650 4198658118 2019-05-10 71.10.16.3 2019-05-10 13:39:13 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9C9F33A2EBA9190BE209698D4A9825D0AA8DF697 2017 2019-02-21 02:37:17Z ZACHARY VASSAR 1838 PARKWOOD AVENUE TOLEDO OH 43624 13793043 0 X WWW.TOLEDOSYMPHONY.COM X 1951 OH THE TOLEDO ORCHESTRA ASSOCIATION, INC. EXISTS TO SUSTAIN A WORKING COMMUNITY OF MUSICAL ARTISTS IN OUR AREA WHO PERPETUATE THE EXPERIENCE OF SUPERB MUSICAL PERFORMANCES AND CONTINUOUS MUSICAL EDUCATION FOR ALL PEOPLE. 38 38 277 38 0 0 3656262 2797373 1872817 1833964 1187020 1724496 122009 108949 6838108 6464782 48990 49150 0 0 4144473 4168443 19213 14943 301472 2321719 2130309 6534395 6362845 303713 101937 20777000 20318715 1259975 1022080 19517025 19296635 X TO SUSTAIN A WORKING COMMUNITY OF MUSICAL ARTISTS WHO PERPETUATE THE EXPERIENCE OF SUPERB MUSICAL PERFORMANCES AND CONTINUOUS MUSICAL EDUCATION FOR ALL PEOPLE. 0 0 5368287 49150 1918915 FROM THE OPENING CHORDS OF BEETHOVEN'S EROCIA IN SEPTEMBER 2017 TO THE FABULOUS INDIGO GIRLS PERFORMANCE IN JUNE 2018, THE 2017-2018 SEASON WAS FULL OF MOMENTUM AND VIGOR. WE BUILT ON EARLIER SUCCESSES, FORGED INNOVATIVE COLLABORATIONS, GREW OUR AUDIENCES, SOLD OUT MORE CONCERTS, AND WELCOMED NEW SUPPORTERS!WE PERFORMED AT DOWNTOWN'S RENOVATED PROMENADE PARK, WELCOMING OVER 22,000 FANS OVER THREE CONCERTS. WE ENJOYED A SPECIAL EVENING WITH CRYSTAL BOWERSOX IN JUNE 2017, WELCOMED CROONER STEVE TYRELL IN JULY 2017, AND CELEBRATED THE MUSIC OF PRINCE IN SEPTEMBER 2017 AS PART OF THE MOMENTUM FESTIVAL. THROUGH THESE CONCERTS AND WITH THESE CROWDS, THE TOLEDO SYMPHONY WAS PART OF A SPECIAL MOMENT IN THE CITY'S RENAISSANCE.WE BROKE NEW GROUND WITH INNOVATIVE PROGRAMMING LIKE THE NORTH STAR FESTIVAL, FOR WHICH THE TSO RECEIVED ITS FIRST GRANT FROM THE NATIONAL ENDOWMENT FOR THE ARTS IN YEARS. WE EXPLORED EIGHT OF MOZART'S FAVORITE PIANO CONCERTOS IN THE FESTIVAL OF 88. WE ALSO LOOKED TO THE FUTURE BY PRESENTING THE WORLD PREMIERES OF TWO CONCERTOS: LOWELL LIEBERMANN'S CELLO CONCERTO AND ALICE GOMEZ'S LATIN JAZZ SUITE FOR TRUMPET AND ORCHESTRA. THESE WORKS SYMBOLIZED A RENEWED COMMITMENT TO COMMISSIONING NEW WORKS FOR THE ORCHESTRAL REPERTOIRE. WE LAUNCHED TOLEDO SYMPHONYLAB, A WEEKLY RADIO PROGRAM AND PODCAST. THIS NEW PARTNERSHIP WITH WGTE PUBLIC MEDIA PROVIDES A LIGHTHEARTED VIEW INTO THE TOLEDO SYMPHONY, INCLUDING INTERVIEWS WITH MUSICIANS, COMPOSER PROFILES, AND CONCERT HIGHLIGHTS. THIS IS AN IMPORTANT TOOL FOR SPEAKING DIRECTLY WITH OUR AUDIENCE AND CARRYING ON A DIALOGUE ABOUT THAT WHICH WE HOLD DEAR. WE WELCOMED BROADWAY ROYALTY AUDRA MCDONALD AND LESLIE ODOM, JR. WE ENJOYED AN INTIMATE EVENING WITH THE LEGENDARY SOPRANO KATHLEEN BATTLE, SWAYED TO SOME OF DUKE ELLINGTON'S CLASSICAL COMPOSITIONS, AND LOADED UP THE PERISTYLE WITH A SPACE-TACULAR PAIRING OF THE PLANETS AND ALSO SPRACH ZARATHUSTRA. WE PREVIEWED ALAIN TRUDEL'S ARTISTIC LEADERSHIP AND BID ADIEU TO OUR BELOVED RESIDENT CONDUCTOR, SARA JOBIN. WE SAW STRONG GROWTH IN EDUCATION. OUR THREE TOLEDO SYMPHONY YOUTH ORCHESTRAS RECEIVED A RECORD NUMBER OF APPLICATIONS FOR A LIMITED NUMBER OF SPACES. WE INAUGURATED THE TOLEDO SYMPHONY YOUTH QUARTET, COMPRISED OF TALENTED STRING MUSICIANS FROM THE YOUTH ORCHESTRAS. WE KICKED-OFF A SERIES OF SUMMER CLASSES THROUGH THE TOLEDO SYMPHONY SCHOOL OF MUSIC, WELCOMING STUDENTS FROM 3 TO 83 IN SEVERAL AREAS OF STUDY. WE ALSO INTRODUCED THE POPULAR TSO COLLEGE PASS, WHICH GAVE AREA COLLEGE STUDENTS ADMISSION TO TSO CONCERTS FOR A LOW, FLAT FEE. THE ORCHESTRA RECEIVED WONDERFUL SUPPORT FROM THE COMMUNITY IN THE 2017-2018 SEASON, AS CONTRIBUTED INCOME GREW 14%. ON GIVING TUESDAY, WE RECORDED ONE OF OUR LARGEST GIFTS EVER, WHEN AN ANONYMOUS DONOR PLEDGED $1 MILLION TO THE ORCHESTRA. WE INITIATED A NEW PARTNERSHIP WITH BUCKEYE BROADBAND, WHICH ALLOWED US TO ROLLOUT OUR POPULAR TSO IN HD TECHNOLOGY AT ALL PERISTYLE PERFORMANCES. WE WELCOMED PROMEDICA AS THE FIRST-EVER CLASSICS SERIES TITLE SPONSOR, MARKING THE FIRST TIME THAT ALL TSO SERIES RECEIVE CORPORATE UNDERWRITING. WE ALSO BEGAN A SPECIAL MARKETING PARTNERSHIP WITH TOLEDO BALLET AND HELPED THEM ACHIEVE ONE OF THEIR STRONGEST NUTCRACKER SEASONS IN HISTORY. IT WAS A BUSY YEAR AT THE TOLEDO SYMPHONY, BUT ONE FULL OF STRATEGIC VISION, STRONG PROGRAMMING, AND INCREDIBLE TALENT. TOGETHER, WE ARE SPREADING THE JOY OF MUSIC ACROSS OUR BEAUTIFUL REGION AND MAKING STRONG ARTISTIC CONTRIBUTIONS TO THE COMMUNITIES THAT WE SERVE. I THANK YOU FOR BEING A PART OF IT. 5368287 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 1 277 1 0 0 0 0 0 1 1 0 0 0 0 X 38 38 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X RANDI DIER 4194180035 1838 PARKWOOD AVENUE TOLEDO OH 43624 RANDY OOSTRA CHAIRMAN 1.00 X X 0 0 0 GEORGE CHAPMAN TRUSTEE 1.00 X 0 0 0 PAM HERSHBERGER TREASURER 1.00 X X 0 0 0 FRANK JACOBS SECRETARY 1.00 X X 0 0 0 SAMUEL ADLER TRUSTEE 1.00 X 0 0 0 WILLIAM F BUCKLEY TRUSTEE 1.00 X 0 0 0 ELAINE CANNING TRUSTEE 1.00 X 0 0 0 SARA JANE DEHOFF TRUSTEE 1.00 X 0 0 0 ERIC S FANKHAUSER TRUSTEE 1.00 X 0 0 0 KENNETH E HILEMAN TRUSTEE 1.00 X 0 0 0 JUSTICE G JOHNSON JR TRUSTEE 1.00 X 0 0 0 RICHARD A KARCHER TRUSTEE 1.00 X 0 0 0 HARLEY KRIPKE TRUSTEE 1.00 X 0 0 0 DARRYL R LIPPMAN TRUSTEE 1.00 X 0 0 0 C ALLEN MCCONNELL TRUSTEE 1.00 X 0 0 0 WILLIAM R MCDONNELL TRUSTEE 1.00 X 0 0 0 JOSEPH D NAPOLI TRUSTEE 1.00 X 0 0 0 DOUGLAS NECKERS TRUSTEE 1.00 X 0 0 0 JOSEPH O'HARA JR TRUSTEE 1.00 X 0 0 0 JONATHAN ORSER TRUSTEE 1.00 X 0 0 0 MARNA RAMNATH TRUSTEE 1.00 X 0 0 0 BENNETT ROMANOFF MD TRUSTEE 1.00 X 0 0 0 RONALD RYBARCZYK TRUSTEE 1.00 X 0 0 0 ROBERT P SCHLATTER TRUSTEE 1.00 X 0 0 0 DAVID A SNAVELY TRUSTEE 1.00 X 0 0 0 SHARON S SPEYER TRUSTEE 1.00 X 0 0 0 CHARLES STOCKING TRUSTEE 1.00 X 0 0 0 ANDREW W STUART TRUSTEE 1.00 X 0 0 0 JOHN S SZUCH TRUSTEE 1.00 X 0 0 0 MICHAEL H THAMAN TRUSTEE 1.00 X 0 0 0 LOUIS E TOSI TRUSTEE 1.00 X 0 0 0 MICHAEL R WILCOX TRUSTEE 1.00 X 0 0 0 PATRICK BOWE TRUSTEE 1.00 X 0 0 0 JENNIFER COY TRUSTEE 1.00 X 0 0 0 CATHY FIFER TRUSTEE 1.00 X 0 0 0 MELISSA FREEMAN TRUSTEE 1.00 X 0 0 0 WILLIAM B MATHIS TRUSTEE 1.00 X 0 0 0 JOSEPH SFERRA TRUSTEE 1.00 X 0 0 0 ZACHARY VASSAR PRESIDENT & CEO 50.00 X 179779 0 11197 RANDI DIER VP FINANCE 40.00 X 72817 0 5430 KENNETH WETSTEIN VP DEVELOPMENT 40.00 X 68828 0 10349 321424 0 26976 1 0 1 0 STEFAN SANDERLING 119 60TH AVE ST PETERSBURG FL 33705 CONDUCTOR 153000 1 4535 6670 122294 2663874 2797373 TICKET SALES 711300 1796956 1796956 PROGRAM ADVERTISING 711300 37008 37008 1833964 351918 351918 8691078 7318500 1372578 1372578 1372578 33759 6670 9761 23998 23998 OTHER 900099 84951 84951 84951 6464782 1918915 0 1748494 49150 49150 365303 276290 89013 3177203 3028008 53677 95518 373650 331009 31958 10683 252287 220307 19696 12284 14943 14943 178323 26713 134578 17032 200153 200153 102323 56324 26967 19032 11015 11015 19679 19679 259986 205398 35634 18954 116960 107209 9751 1225 1225 63676 54616 5914 3146 37842 16896 20946 GUEST ARTISTS 530249 530249 EQUIPMENT RENTAL AND MA 185410 169050 16360 PROGRAMS AND BROCHURES 115910 115910 TICKETING 81480 81480 226078 145121 60090 20867 6362845 5368287 693086 301472 564925 305594 1629755 1609816 695162 599083 79232 152047 79603 117714 1623951 1362944 245477 261007 17014946 16797370 467900 476084 20777000 20318715 488955 427444 771020 594636 1259975 1022080 X 11768272 11799154 1728619 1452347 6020134 6045134 19517025 19296635 20777000 20318715 101937 -322327 0 X X 0 1 X 1 0 X 3446129 3677242 1998857 2656262 2797373 14575863 3446129 3677242 1998857 2656262 2797373 14575863 2710803 11865060 311079 371808 404880 309690 351918 1749375 67396 64559 63686 84438 84951 365030 16690268 6142457 0.71090 0.70300 X 18328351 112111 1373304 1549617 33105 18231044 17381565 1009068 2062114 2076898 47498 18328351 18700500 193631 63853 1527131 49288 17381565 18750247 757616 503606 1257447 53522 18700500 16300236 1449696 2580549 1526850 53384 18750247 0.65000 0.33000 0.02000 0 0 19249 19249 0 995608 795462 200146 609094 548233 60861 261007 X 6142455 -322327 -322327 6464782 0 6464782 6362845 0 6362845 0 6362845 PART V, LINE 4: TO PROVIDE LONG-TERM OPERATING STABILITY TO THE EXEMPT ORGANIZATION IN ORDER TO PRESERVE THE MUSICAL ASSET. PART X, LINE 2: THE ASSOCIATION DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. X X X X X X X 1 S D & A TELESERVICES INC 5757 WEST CENTURY BLVD LOS ANGELES CA 90045 TELEFUNDING 0 22510 14943 7567 22510 14943 7567 OH HOLIDAY MARKET 14473 1890 12583 3008 225 200 RITE OF SPRING 19827 4530 15297 4075 1173 34300 6420 27880 7083 225 1373 8681 19199 1 MERIT BASED SCHOLARSHIPS FOR MEMBERS OF THE TOLEDO YOUTH ORCHESTRA AND THE TOLEDO JUNIOR YOUTH ORCHESTRA 52 14900 SUMMER STUDY GRANTS FOR TSO MUSICIANS 2 2000 SCHOLARSHIP FOR WINNER OF YOUNG ARTIST COMPETITION 3 2250 FINANCIAL ASSISTANCE FOR POST GRADUATE STUDIES 1 30000 PART I, LINE 2: CANDIDATES FOR THE LEAGUE SCHOLARSHIPS ARE JUDGED ON THEIR PLAYING ABILITY. THE GRANTS ARE TO BE USED TO FURTHER THEIR EDUCATION IN MUSIC. FOR SENIOR SCHOLAR WINNERS VERIFICATION OF COLLEGE ENROLLMENT IS DONE PRIOR TO ISSUANCE OF THE GRANT PAYMENT. X X 1 1 X X 0 0 0 0 0 0 0 0 0 ZACHARY VASSAR PRESIDENT & CEO 179779 0 0 0 0 0 848 0 10349 0 190976 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE TOLEDO ORCHESTRA ASSOCATION UPDATED THEIR CODE OF REGULATIONS, SPECIFICALLY THE TERM LIMITS AND OTHER ITEMS RELATING TO THE GOVERNANCE OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE, THE PRESIDENT, AND THE TREASURER OF THE BOARD. THE RETURN IS THEN PRESENTED TO THE FINANCE COMMITTEE FOR APPROVAL. THE 990 IS MADE AVAILABLE IN MULTIPLE FORMATS TO EACH MEMBER OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS GIVEN TO ALL BOARD MEMBERS. IT IS AN AGENDA ITEM AT EACH MEETING. IT IS ASKED THAT ANY MEMBER WHO HAS A CONFLICT OF INTEREST ACT IN A MANNER CONSISTENT WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE ALONG WITH HELP FROM AN OUTSIDE CONSULTING FIRM REVIEWS AND DETERMINES COMPENSATION FOR THE PRESIDENT/CEO. THE PRESIDENT AND CEO DETERMINE COMPENSATION FOR OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE TOLEDO ORCHESTRA ASSOCIATION MAKES AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. THE ANNUAL AUDIT IS AVAILABLE TO ALL DONORS UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE TO THE PROCESS FROM THE PRIOR YEAR.