2024-05-14T08:29:58-05:00 2023-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-07-01 132934575 CHAMBER MUSIC AMERICA INC CHAM 2122422022 12 WEST 32ND STREET 7TH FLOOR NEW YORK NY 10001 KEVIN KWAN LOUCKS CEO 2122422022 2024-05-13 1 KEVIN KWAN LOUCKS XXX-XX-XXXX 0 JESSICA DIGIAMO DIAZ P01994693 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN KWAN LOUCKS 12 WEST 32ND STREET 7TH FLOOR NEW YORK NY 10001 7745709 0 X WWW.CHAMBER-MUSIC.ORG X 1977 NY TO DEVELOP, SUPPORT, AND STRENGTHEN THE CHAMBER MUSIC FIELD. 29 28 15 28 129206 0 4540216 559689 347995 404762 699806 399446 0 0 5588017 1363897 1506096 1621800 0 0 1021290 1106259 0 0 141115 785233 1093756 3312619 3821815 2275398 -2457918 16252667 14226240 2185957 2092062 14066710 12134178 X CHAMBER MUSIC AMERICA'S MISSION IS TO DEVELOP, SUPPORT, AND STRENGTHEN THE CHAMBER MUSIC COMMUNITY. CMA SERVES AS THE HUB OF THIS FIELD, COMPRISED OF INDIVIDUAL ARTISTS, INDEPENDENT MUSICAL ENSEMBLES, VOLUNTEER AND INSTITUTIONAL PRESENTERS, AND OTHERS INVOLVED IN THE PERFORMANCE AND PRESENTATION OF SMALL ENSEMBLE MUSIC. 0 0 2052867 1621800 GRANT PROGRAMSSIX CMA GRANT PROGRAMS, IN WHICH FUNDING IS GIVEN TO ENSEMBLES AND CONCERT PRESENTERS, AWARDED 64 GRANTS IN THE FOLLOWING AREAS:1) CLASSICAL COMMISSIONING: 11 GRANTS WERE AWARDED FOR THE CREATION OFNEW CHAMBER WORKS IN THE CLASSICAL TRADITION;2) NEW JAZZ WORKS: 14 GRANTS WERE AWARDED FOR THE CREATION, PERFORMANCE, AND RECORDING OF NEW WORKS FOR SMALL ENSEMBLES IN THE JAZZ IDIOM;3) PRESENTER CONSORTIUM FOR JAZZ: 5 GRANTS WERE AWARDED TO FIVEPRESENTER CONSORTIUMS TO SUPPORT MULTIPLE PERFORMANCES BY JAZZ ENSEMBLES;4) ARTISTIC PROJECTS: 14 GRANTS WERE AWARDED TO GRANT OPPORTUNITIES FOR SMALL ENSEMBLES AND PRESENTERS BASED IN THE FIVE BOROUGHS OF NEW YORK CITY WITH OPERATING BUDGETS UNDER $250,000;5) PERFORMANCE PLUS: 12 GRANTS WERE AWARDED TO FEMALE-LED JAZZ ENSEMBLES TO WORK WITH ARTIST-EDUCATORS AND PRODUCE DEMO RECORDINGS TO EXPAND THEIR CAREER OPPORTUNITIES;6) ENSEMBLE FORWARD: 8 GRANTS WERE AWARDED TO YOUNG CLASSICAL ENSEMBLES BASED IN THE FIVE BOROUGHS OF NEW YORK CITY TO WORK WITH ESTABLISHED CHAMBER MUSIC COACHES TO DEVELOP THEIR DISTINCTIVE AND COHESIVE ENSEMBLE SOUND AS THEY BUILD THEIR CAREERS. 270697 129206 CHAMBER MUSIC MAGAZINETO HIGHLIGHT THE WORK OF CHAMBER ENSEMBLES AND PRESENTERS THROUGHOUT THE COUNTRY, AND TO KEEP THE FIELD INFORMED OF NEWS WITHIN AND BEYOND THE CHAMBER MUSIC COMMUNITY, CMA PUBLISHES "CHAMBER MUSIC" MAGAZINE QUARTERLY. RECEIVING THE MAGAZINE IS A BENEFIT OF MEMBERSHIP IN CMA. 447817 115887 NATIONAL CONFERENCECMA PRODUCES AN ANNUAL CONFERENCE EACH JANUARY THAT BRINGS THE MEMBERSOF THE FIELD TOGETHER FOR A WEEKEND OF LEARNING, SHARING BESTPRACTICES, SHOWCASE PERFORMANCES, AND CONCERTS. 452697 159669 MEMBER SERVICES, WEBSITE, PROFESSIONAL DEVELOPMENT, RESEARCH & ADVOCACY, NATIONAL CHAMBER MUSIC MONTH, AND NETWORKING EVENTS THROUGHOUT THE YEAR. 452697 159669 3224078 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 198 0 15 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X THE ORGANIZATION 2122422022 12 WEST 32ND STREET 7TH FLOOR NEW YORK NY 10001 MIMI HWANG CHAIR 1.00 X X 0 0 0 JENNIFER GRIM PRESIDENT 1.00 X X 0 0 0 OLIVER RAGSDALE JR VICE PRESIDENT 1.00 X X 0 0 0 BRYAN YOUNG VICE PRESIDENT 1.00 X X 0 0 0 JOHN ZION SECRETARY 1.00 X X 0 0 0 LECOLION WASHINGTON TREASURER 1.00 X X 0 0 0 KEVIN KWAN LOUCKS CEO 50.00 X X 172167 0 27536 DAWN BERRY-WALKER BOARD MEMBER 1.00 X 0 0 0 JOHN BIERBUSSE BOARD MEMBER 1.00 X 0 0 0 JENNY BILFIELD BOARD MEMBER 1.00 X 0 0 0 ETIENNE CHARLES BOARD MEMBER 1.00 X 0 0 0 NOAH DEGARMO BOARD MEMBER 1.00 X 0 0 0 AARON DWORKIN BOARD MEMBER 1.00 X 0 0 0 JANET GREEN BOARD MEMBER 1.00 X 0 0 0 NATALIE HAAS BOARD MEMBER 1.00 X 0 0 0 JULIAN HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 CALVIN LEE BOARD MEMBER 1.00 X 0 0 0 ADRIANA LINARES BOARD MEMBER 1.00 X 0 0 0 KARIM NAGI BOARD MEMBER 1.00 X 0 0 0 JENNIE OH BROWN BOARD MEMBER 1.00 X 0 0 0 JAMES E ROCCO BOARD MEMBER 1.00 X 0 0 0 DANIEL SEEFF BOARD MEMBER 1.00 X 0 0 0 WENDY SHARP BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER SHIH BOARD MEMBER 1.00 X 0 0 0 HELEN SUNG BOARD MEMBER 1.00 X 0 0 0 SAMUEL TORRES BOARD MEMBER 1.00 X 0 0 0 MELISSA WHITE BOARD MEMBER 1.00 X 0 0 0 PAT ZAGELOW BOARD MEMBER 1.00 X 0 0 0 JEFFREY ZEIGLER BOARD MEMBER 1.00 X 0 0 0 172167 0 27536 1 0 1 0 0 249500 310189 559689 MEMBERSHIP DUES 713990 159669 159669 MAGAZINE ADVERTISING 541800 129206 129206 REGISTRATION FEES 713990 115887 115887 404762 363069 363069 6418189 6381812 36377 36377 36377 1363897 275556 129206 399446 448606 448606 1173194 1173194 203665 138492 30550 34623 701026 508160 148045 44821 6569 4691 1358 520 126850 90491 25939 10420 68149 48387 13629 6133 41361 39861 1500 32341 32341 49250 45666 3584 230937 179642 51295 110377 102853 7431 93 105698 36710 64583 4405 75876 20104 50007 5765 55989 33680 3447 18862 187936 187936 103343 68764 21051 13528 4799 2970 977 852 PANEL HONORARIA 77021 77021 MISCELLANEOUS 17943 16850 1093 DUES AND SUBSCRIPTIONS 885 885 3821815 3224078 456622 141115 258241 162233 935205 1490596 3031347 2471597 80631 134449 19501 11044 2773325 1010702 1847965 1762623 7569773 7644524 2489482 528652 20522 20522 16252667 14226240 76921 297805 2022210 1696363 86826 97894 2185957 2092062 X 2604365 1991546 11462345 10142632 14066710 12134178 16252667 14226240 -2457918 525386 0 X 0 0 0 X 3558741 2173213 1382999 4540216 559689 12214858 3558741 2173213 1382999 4540216 559689 12214858 8237189 3977669 411913 347346 285955 502583 363069 1910866 9084 1000 10084 14135808 1515490 0.28140 0.26220 X CHAMBER MUSIC AMERICA'S PERCENTAGE OF PUBLIC SUPPORT IS LESS THAN 33 1/3%. HOWEVER, CHAMBER MUSIC AMERICA'S PUBLIC SUPPORT IS MORE THAN 10% OF ITS TOTAL SUPPORT. IT HAS A SOLICITATION PLAN FOR ATTRACTING PUBLIC SUPPORT AND A HAS A BROAD, REPRESENTATIVE GOVERNING BODY. ITS PROGRAM SERVICES DIRECTLY BENEFIT THE GENERAL PUBLIC. THEREFORE, CHAMBER MUSIC AMERICA QUALIFIES FOR NON-PRIVATE FOUNDATION STATUS UNDER THE FACTS AND CIRCUMSTANCES TEST OF IRC SEC 170(B)(1)(A)(VI). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7353549 798432 347400 7804611 8845766 -1132217 360000 7353549 7060877 381047 1761315 357473 8845766 7252409 165592 357124 7060877 7170126 452050 369767 7252409 0.05656 0.81706 0.12637 0 0 1894131 562977 1331154 657451 290116 367335 62743 62059 684 159000 95550 63450 1762623 PART V, LINE 4: THE RESIDENCY ENDOWMENT'S PURPOSE IS TO FUND GRANTS MADE THROUGH CMA'S RESIDENCY PARTNERSHIP PROGRAM, WHICH BRINGS LIVE CHAMBER MUSIC TO COMMUNITIES ACROSS THE COUNTRY IN SETTINGS OTHER THAN TRADITIONAL CONCERT HALLS. THE COMMISSIONING ENDOWMENT'S PURPOSE IS TO FUND GRANTS MADE THROUGH CMA'S CLASSICAL COMMISSIONING PROGRAM, WHICH SUPPORTS THE COMPOSER'S FEE, ENSEMBLE HONORARIA, AND COPYING COSTS. THE GENERAL ENDOWMENT'S PURPOSE IS TO FUND CMA'S GENERAL OPERATIONS. THE CLEVELAND QUARTET AWARD ENDOWMENT'S PURPOSE IS TO PROVIDE FEE SUBSIDY FOR THE ENSEMBLE CHOSEN TO RECEIVE THE BIENNIAL CLEVELAND QUARTET AWARD. 1 ARKAI MUSIC LLC 100 WEST 72ND ST 2-D NEW YORK NY 10023 811567355 20000 0 ARTISTIC PROJECTS ARTS FOR ART INC 107 SUFFOLK ST 300 NEW YORK NY 10002 850681342 501(C)(3) 10944 0 JAZZ (DUKE) BERGAMOT MUSIC INC 427 FORT WASHINGTON AVE APT 6A C/O SARAH THOMAS NEW YORK NY 10033 271186623 501(C)(3) 12000 0 ENSEMBLE FORWARD BLACKBOX ENSEMBLE 12 EAST 86TH STREET APT 203 NEW YORK NY 10028 851413186 11500 0 ENSEMBLE FORWARD CAPITALBOP INC 2853 ONTARIO RD NW 501 WASHINGTON DC 20009 143746840 501(C)(3) 9000 0 JAZZ (DUKE) CHAMBER QUEER 427 15TH ST APT 4B BROOKLYN NY 11215 449210823 501(C)(3) 6100 0 ARTISTIC PROJECTS DECODA INC PO BOX 3252 NEW YORK NY 10163 202850416 501(C)(3) 20750 0 COMMISSIONING PROGRAM ELASTIC ARTS 3429 WEST DIVERSEY AVE 208 CHICAGO IL 60647 460849096 501(C)(3) 11000 0 JAZZ (DUKE) EPISTROPHY ARTS INTERNATIONAL 1602 LARKWOOD DR AUSTIN TX 78723 060862061 501(C)(3) 10000 0 JAZZ (DUKE) ERNEST DAWKINS LIVE THE SPIRIT RES BAND 5542 S HONORE ST CHICAGO IL 60636 825381603 10000 0 JAZZ (DUKE) GOTHAM EARLY MUSIC SCENE INC 340 RIVERSIDE DR 1A NEW YORK NY 10025 169293491 501(C)(3) 12000 0 ENSEMBLE FORWARD HALLWALLS INC 341 DELAWARE AVE BUFFALO NY 14202 543352553 501(C)(3) 10000 0 JAZZ (DUKE) INFRASOUND INC 878 ST JOHNS PLACE 2 BROOKLYN NY 11216 161104232 501(C)(3) 26000 0 COMMISSIONING PROGRAM INFRASOUND INC 878 ST JOHNS PLACE 2 BROOKLYN NY 11216 881570688 501(C)(3) 18000 0 ENSEMBLE FORWARD KHEMIA ENSEMBLE 372 S 460 W SPANISH FORK UT 84660 589521092 501(C)(3) 18000 0 COMMISSIONING PROGRAM NAMELESS SOUND 1456 LAWSON ST HOUSTON TX 77023 582790291 501(C)(3) 10000 0 JAZZ (DUKE) NEW MUSIC INSTITUTE OF KANSAS CITY (DBA NEWEAR) 3237 CAMPBELL ST KANSAS CITY MO 64109 416315908 501(C)(3) 20000 0 COMMISSIONING PROGRAM OUTPOST PRODUCTIONS INC PO BOX 4543 ALBUQUERQUE NM 87196 204160737 501(C)(3) 10000 0 JAZZ (DUKE) RIGHTEOUSGIRLS 464 WEST ROCKRIMMON AVE UNIT H COLORADO SPRINGS CO 80919 850363945 17000 0 ARTISTIC PROJECTS ROOMFUL OF TEETH 275 NE 18TH STREET APT 1805 MIAMI FL 33132 120629593 501(C)(3) 23000 0 COMMISSIONING PROGRAM SHEPHERDESS DUO 1657 66TH STREET APT 1F BROOKLYN NY 11204 261789084 10500 0 COMMISSIONING PROGRAM STANFORD JAZZ WORKSHOP BOX 20454 STANFORD CA 94309 536089432 501(C)(3) 10000 0 JAZZ (DUKE) TAK ENSEMBLE 409 WOODWARD AVE APT 3R RIDGEWOOD NY 11385 594175296 13912 0 ARTISTIC PROJECTS TEXAS PERFORMING ARTS (UTAUSTIN) PO BOX 7818 AUSTIN TX 78705 212374819 501(C)(3) 10000 0 CLEVELAND QUARTET AWARD THE JAZZ SALON 64 66TH PLACE LONG BEACH CA 90803 943074721 501(C)(3) 10000 0 JAZZ (DUKE) THE NEW QUORUM 2435 ESPLANADE AVE NEW ORLEANS LA 70119 101743918 10000 0 JAZZ (DUKE) TRANSART AND CULTRUAL SERVICES INC 107 HENRY STREET KINGSTON NY 12401 465716517 501(C)(3) 10000 0 JAZZ (DUKE) TRINOSOPHES PROJECTS 1557 LEVERETE 2 DETROIT MI 48216 862854775 501(C)(3) 10000 0 JAZZ (DUKE) TROPOS LLC 220 MADISON AVE 6A NEW YORK NY 10016 883960360 12000 0 ENSEMBLE FORWARD UNHEARD-OF ENSEMBLE INC 300 LENOX ROAD 3-E BROOKLYN NY 11226 474134295 501(C)(3) 17900 0 ARTISTIC PROJECTS 22 8 ARTISTIC PROJECT 11 197900 ENSEMBLE FORWARD 6 56000 CONFERENCE TRAVEL SUPPORT 73 67094 NEW JAZZ WORKS 33 771700 CLASSICAL COMMISSIONING 5 80500 PART I, LINE 2: CONTRACTS ARE ISSUED AT THE BEGINNING OF THE GRANT PERIOD; INTERIM REPORTS ARE REQUIRED PERIODICALLY, DEPENDING ON THE LENGTH OF THE GRANT CYCLE; FINAL REPORTS ARE REQUIRED AT THE CONCLUSION OF EACH GRANT PERIOD. STAFF REVIEWS INTERIM REPORTS AND PRO-ACTIVELY CONTACTS GRANTEES THROUGHOUT THE YEAR TO MONITOR PROGRESS. IT IS STATED IN THE GRANT CONTRACT THAT THE GRANTEE MUST NOTIFY CMA IN WRITING OF ANY CHANGES FROM THE GRANTEE'S ORIGINAL APPLICATION THAT MIGHT OCCUR. CMA HAS THE RIGHT TO REFUSE TO APPROVE PROPOSED CHANGES. X X X X X 0 0 0 0 0 0 0 0 0 KEVIN KWAN LOUCKS CEO 172167 0 0 0 0 0 0 0 27536 0 199703 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE COMPRISES THE CHAIRPERSON OF THE BOARD, THE PRESIDENT, THE SECRETARY, THE TREASURER AND ANY OTHER DIRECTORS SELECTED BY THE BOARD AND ALSO INCLUDES, EX-OFFICIO, THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE SHALL: (I) PROVIDE LEADERSHIP IN SETTING AND IMPLEMENTING THE GOALS OF THE CORPORATION, (II) BE RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE CORPORATION, THE CHIEF EXECUTIVE OFFICER AND THE BOARD ANNUALLY, (III) ACT IN LIEU OF THE FULL BOARD IF AN IMMEDIATE ACTION IS REQUIRED BETWEEN BOARD MEETINGS AND (IV) MEET A MINIMUM OF THREE TIMES ANNUALLY. ONE-HALF OF THE VOTING MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ALL PERSONS AND ORGANIZATIONS INTERESTED IN THE PURPOSES OF THE CORPORATION. EACH INDIVIDUAL OR ORGANIZATION IS REFERRED TO AS A "MEMBER AND COLLECTIVELY AS "MEMBERS." FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS MANDATE 21 BOARD MEMBERS FROM THE PROFESSIONAL CHAMBER MUSIC FIELD; THESE ARE IDENTIFIED AS ELECTED BOARD MEMBERS. VOTING MEMBERS CAST A BALLOT FOR SEVEN ELECTED DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD HAS THE POWER TO SPECIFY WHICH MEMBERSHIP CATEGORY HAS THE RIGHT TO VOTE ON MATTERS PRESENTED TO THE MEMBERS. EACH MEMBER WITHIN A MEMBERSHIP CATEGORY ENTITLED TO VOTE HAS THE RIGHT TO CAST ONE VOTE ON EACH MATTER UNDER CONSIDERATION BY THE VOTING MEMBERS. EACH VOTING MEMBER CASTS A VOTE PURSUANT TO PRECEDURES ESTABLISHED BY THE BOARD, WHICH INCLUDES VOTING IN PERSON, BY PROXY, OR BY EMAIL. FORM 990, PART VI, SECTION B, LINE 11B CMA'S CHIEF EXECUTIVE OFFICER AND AUDIT COMMITTEE OF THE BOARD REVIEWED THE FORM 990 BEFORE IT WAS SUBMITTED TO THE IRS. A REVIEW WAS CONDUCTED UNDER THE LEADERSHIP OF THE CHAIR OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THERE EXISTS BETWEEN CMA AND ITS BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES A FIDUCIARY DUTY THAT CARRIES WITH IT A BROAD AND UNBENDING DUTY OF LOYALTY AND FIDELITY. THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES HAVE THE RESPONSIBILITY OF ADMINISTERING THE AFFAIRS OF CMA HONESTLY AND PRUDENTLY, AND OF EXERCISING THEIR BEST CARE, SKILL, AND JUDGMENT FOR THE SOLE BENEFIT OF CMA. THOSE PERSONS SHALL EXERCISE THE UTMOST GOOD FAITH IN ALL TRANSACTIONS INVOLVED IN THEIR DUTIES, AND THEY SHALL NOT USE THEIR POSITIONS WITH CMA OR KNOWLEDGE GAINED THERE FROM FOR THEIR PERSONAL BENEFIT. THE INTERESTS OF THE ORGANIZATION MUST HAVE THE FIRST PRIORITY IN ALL DECISIONS AND ACTIONS. IT IS THE POLICY OF THE BOARD THAT THE EXISTENCE OF ANY POTENTIAL OR REAL CONFLICTS OF INTEREST SHALL BE DISCLOSED ON A TIMELY BASIS AND ALWAYS BEFORE ANY TRANSACTION IS CONSUMMATED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. WHILE NO CONFLICTS AMONG BOARD MEMBERS HAVE EVER ARISEN, THE POTENTIAL PROCESS OF RESOLVING A CONFLICT IS TO DISCUSS THE IMPENDING CONFLICT WITH THE INDIVIDUAL AND AGREE ON A SOLUTION THAT WOULD MAINTAIN THE HIGH DEGREE OF INTEGRITY THAT IS REQUIRED OF ALL BOARD MEMBERS WHILE SERVING CHAMBER MUSIC AMERICA'S BEST INTERESTS. IF A CONFLICT OF INTEREST COULD NOT BE SETTLED THROUGH DISCUSSION AND AMICABLE RESOLUTION, THE BOARD MEMBER WOULD BE ASKED TO RESIGN. IF A CONFLICT OF INTEREST WERE TO ARISE AT THE STAFF LEVEL, THE SITUATION WOULD BE REVIEWED BY THE CEO, WHO WOULD MAKE A RECOMMENDATION TO THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A A COMPARATIVE COMPENSATION REVIEW OF THE CEO WAS CONDUCTED IN 2012. THE CEO'S COMPENSATION AND BENEFITS PACKAGE WAS EVALUATED ALONGSIDE THOSE OF CEOS/EXECUTIVE DIRECTORS WHO LEAD SIMILAR TYPES AND SIZES OF ARTS ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 CMA HAS NOT MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS GENERALLY AVAILABLE TO THE PUBLIC; HOWEVER, CMA HAS SHARED THESE DOCUMENTS WITH MEMBERS OF THE PUBLIC WHEN REQUESTED.