2018-05-10T09:52:46-05:00 2017-06-30 383635706 Rehmann Robson LLC 7124 W Central Ave Toledo OH 43617 990 2016-07-01 344005365 Toledo Orchestra Association Inc TOLE 4192411272 1838 Parkwood Avenue Toledo OH 43624 Zak Vassar PRESIDENT/CEO 4194180011 2018-05-02 1 Carolyn E Sulewski CPA P00449650 4198658118 2018-05-02 2016 2022-09-23 18:48:47Z Zachary Vassar 1838 Parkwood Avenue Toledo OH 43624 10214611 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. 37 37 279 37 0 0 1998857 3656262 1706812 1872817 735172 1187020 91416 122009 4532257 6838108 47712 48990 0 0 3827337 4144473 24241 19213 353217 1923462 2321719 5822752 6534395 -1290495 303713 19555611 20777000 1218186 1259975 18337425 19517025 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 5323585 48990 1872817 The Toledo Symphony's 2016-17 season, its 73rd, was one of the most memorable and successful in memory. From the opening night gala with Kristin Chenoweth to the season-ending orchestra recital with Rene Fleming, the Toledo Symphony proved that it could reach for the stars and bring them back to Toledo. During this season, the orchestra sold out nine performances and achieved its best cumulative attendance in three years. Ticket revenue increased 11% from the previous season. The 2016-17 season broke new ground with innovative community partnerships like Bach Around the Clock (with the Toledo Museum of Art), the Hot Glass Cool Music Festival (with the Arts Commission of Greater Toledo), and the Mideast x Midwest celebration (with the National Arab Orchestra). We also saw strong growth in our educational operations, with record enrollment in our three youth orchestras and the Toledo Symphony School of Music. The orchestra also enjoyed successful educational programming, including sold-out Young People's Concerts and the popular Toledo Public Schools 4th Grade concert. The 2016-17 season represented an era of change, as Zak Vassar began his first year as President & CEO and Stefan Sanderling stepped down after 15 seasons as Principal Conductor. The staff also saw several major appointments, including Vice President for Development, Marketing Director, and Education Director. The future of the Toledo Symphony is bright, thanks to strategic vision, strong artistic programming, deep community collaboration, and an expanding donor base. 5323585 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 74 0 1 279 1 0 0 0 0 0 1 1 0 0 0 0 X 37 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X X Randi Dier 4194180035 1838 PARKWOOD AVENUE TOLEDO OH 43624 Randy Oostra Chairman 1.00 X X 0 0 0 George Chapman Vice Chairman 1.00 X 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 Richard P Anderson 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 Allen C McConnell trustEE 1.00 X 0 0 0 William 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 William Southern Trustee 1.00 X 0 0 0 Zachary Vassar president & ceo 70.00 X 93222 0 4835 RANDI DIER VP FINANCE 40.00 X 71396 0 5029 164618 0 9864 0 0 0 0 stefan Sanderling 119 60th st st petersburg FL 33705 Conductor 103500 1 5665 6412 129673 3514512 3656262 TICKET SALES 711300 1836722 1836722 PROGRAM ADVERTISING 711300 36095 36095 1872817 309690 309690 4238082 3360752 877330 877330 877330 53322 6412 15751 37571 37571 OTHER 900099 84438 84438 84438 6838108 1872817 0 1309029 48990 48990 275706 275706 3215503 2940111 135377 140015 417851 352768 45464 19619 235413 197425 27748 10240 19213 19213 255747 59026 176028 20693 221919 221919 113253 37531 28558 47164 17243 17243 19103 19103 287757 201077 70210 16470 100293 90126 10167 2127 2127 90425 77919 10130 2376 32875 15910 16965 GUEST ARTISTS 668998 668998 equipment rental and ma 110235 93107 17128 programs and brochures 108692 108692 TICKETing 67954 67954 225098 105686 41985 77427 6534395 5323585 857593 353217 527555 564925 1284389 1629755 767152 695162 69929 79232 99233 79603 1544745 1299268 279834 245477 16445367 17014946 82152 467900 19555611 20777000 518344 488955 692842 771020 7000 0 1218186 1259975 X 10764877 11768272 1622695 1728619 5949853 6020134 18337425 19517025 19555611 20777000 303713 875887 0 X X 0 1 X 1 0 X 2378412 3446129 3677242 1998857 2656262 14156902 2378412 3446129 3677242 1998857 2656262 14156902 2736890 11420012 358096 311079 371808 404880 309690 1755553 52207 67396 64559 63686 84438 332286 16244741 8785718 0.70300 0.66100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17381565 1009068 2062114 2076898 47498 18328351 18700500 193631 63853 1527131 49288 17381565 18750247 757616 503606 1257447 53522 18700500 16300236 1449696 2580549 1526850 53384 18750247 15854060 594737 1833930 1930041 52450 16300236 0.65000 0.33000 0.02000 0 0 19249 19249 0 949369 761155 188214 576127 518864 57263 245477 X 7713995 875887 875887 6838108 0 6838108 6534395 0 6534395 0 6534395 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 33540 19213 14327 33540 19213 14327 OH Tux and Trees 16007 1085 14922 4024 685 316 Rite of Spring 14290 305 13985 3057 739 2 29437 5022 24415 250 5381 550 749 59734 6412 53322 250 12462 1235 1804 15751 37571 1 MERIT BASED SCHOLARSHIPS FOR MEMBERS OF THE TOLEDO YOUTH ORCHESTRA AND THE TOLEDO JUNIOR YOUTH ORCHESTRA 39 13995 Summer Study grants for TSO musicians 3 1995 Scholarship for winner of Young Artist Competition 4 3000 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. 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.