2024-05-08T22:17:41-05:00 2023-06-30 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-07-01 237300636 AMERICAN SYMPHONY ORCHESTRA LEAGUE D/B/A LEAGUE OF AMERICAN ORCHESTRAS AMER 2122625161 520 8TH AVE 2005 NEW YORK NY 10018 SIMON WOODS PRESIDENT AND CEO 6468224022 2024-05-15 1 SIMON WOODS XXX-XX-XXXX 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-05-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEAGUE OF AMERICAN ORCHESTRAS SIMON WOODS 520 8TH AVE 2005 NEW YORK NY 10018 6468340 0 X WWW.AMERICANORCHESTRAS.ORG X 1962 NY TO ADVANCE THE EXPERIENCE OF ORCHESTRAL MUSIC, SUPPORT THE PEOPLE AND ORGANIZATIONS THAT CREATE IT, AND CHAMPION THE CONTRIBUTIONS THEY MAKE TO THE HEALTH AND VIBRANCY OF COMMUNITIES. 54 54 41 65 114049 0 7213333 5136627 617917 832248 102676 139440 22455 57598 7956381 6165913 649150 622450 0 0 3810269 3883681 0 0 1219761 2314001 2265780 6773420 6771911 1182961 -605998 11866825 11723102 3865108 3876857 8001717 7846245 X TO ADVANCE THE EXPERIENCE OF ORCHESTRAL MUSIC, SUPPORT THE PEOPLE AND ORGANIZATIONS THAT CREATE IT, AND CHAMPION THE CONTRIBUTIONS THEY MAKE TO THE HEALTH AND VIBRANCY OF COMMUNITIES. 0 0 1953374 621750 622126 LEARNING AND LEADERSHIP DEVELOPMENT: THE LEAGUE DELIVERS A RANGE OF ONLINE AND IN-PERSON LEARNING OPPORTUNITIES, INCLUDING SEMINARS AND WEBINARS, CONSTITUENCY MEETINGS, MENTORING PROGRAMS, AND COHORT-BASED PROGRAMS. IT ALSO OPERATES GRANT-MAKING PROGRAMS THAT SUPPORT ORGANIZATIONAL LEARNING IN INNOVATION AND IN EQUITY, DIVERSITY AND INCLUSION. THROUGH THESE PROGRAMS, ORCHESTRA STAFF, BOARD MEMBERS, MUSICIANS, AND VOLUNTEERS CAN ACQUIRE SKILLS, KNOWLEDGE, AND NETWORKS THAT ARE VITAL TO THEIR LEADERSHIP IN THE FIELD. THE ANNUAL NATIONAL CONFERENCE AND MID WINTER MANAGERS MEETING OFFER ADDITIONAL OPPORTUNITIES FOR NETWORKING AND PROFESSIONAL DEVELOPMENT, WHILE PROVIDING A FORUM TO DISCUSS EMERGING ISSUES AND TRENDS, EXCHANGE IDEAS, AND MODEL POSSIBLE RESPONSES TO FIELD-WIDE CHALLENGES AND OPPORTUNITIES. 994200 103821 COMMUNICATIONS AND PUBLIC RELATIONS: THE LEAGUE PROVIDES ORCHESTRAS AND INDIVIDUALS WITH UPDATES AND NEWS ABOUT THE FIELD; DEVELOPS STRATEGIC MESSAGING ABOUT THE PUBLIC VALUE OF ORCHESTRAS FOR USE NATIONALLY AND BY ORCHESTRAS LOCALLY; FURNISHES FIELD-WIDE DATA AND CONTEXT TO JOURNALISTS; AND PROVIDES MEDIA RELATIONS GUIDANCE TO ORCHESTRAS NATIONWIDE. 576885 400 ADVOCACY: THE LEAGUE REPRESENTS THE INTERESTS OF AMERICAN ORCHESTRAS TO MEMBERS OF CONGRESS AND THE EXECUTIVE BRANCH ON ISSUES AFFECTING THE ORCHESTRA FIELD; DISTRIBUTES UPDATES ON PENDING LEGISLATION, WITH RECOMMENDATIONS FOR LOCAL ACTION; AND PROVIDES ASSISTANCE TO ORCHESTRAS TO BUILD THEIR CAPACITY FOR LOCAL AND STATE ADVOCACY. 519947 MEMBER SERVICES: THE LEAGUE PROVIDES SOME 2,000 MEMBERS WITH EXTENSIVE INFORMATION ABOUT THE FIELD, INCLUDING TRENDS, OPEN POSITIONS, NEW APPOINTMENTS, AND THE MANY OTHER ACTIVITIES OF THE NATION'S ORCHESTRAS. SERVICES TO MEMBERS INCLUDE SPECIALIZED GUIDANCE ON OPERATIONS, ARTISTIC, AND COMMUNITY ENGAGEMENT TOPICS THAT SUPPORT THE CAPACITY OF ORCHESTRAS TO DELIVER ON MISSION. MEMBERS ARE INVITED TO PARTICIPATE IN AN ONLINE COMMUNITY, A CONFIDENTIAL SPACE WHERE THEY CAN SHARE THEIR EXTENSIVE KNOWLEDGE AND LEARN ABOUT BEST PRACTICES THROUGHOUT THE FIELD. 500924 300 RESEARCH AND DEVELOPMENT: THE LEAGUE EQUIPS ORCHESTRAS WITH INDUSTRY-SPECIFIC RESEARCH AND INFORMATION TO FUEL INNOVATION AND PROVIDES THE DATA AND INFORMATION THEY NEED TO MAKE KEY DECISIONS. THE LEAGUE ALSO CONDUCTS, ANALYZES, AND DISSEMINATES A RANGE OF SURVEYS-FROM QUICK QUESTIONS FOCUSING ON SPECIFIC ISSUES, TO ANNUAL, IN-DEPTH STUDIES. 1020871 300 4545330 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 49 0 1 41 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 54 54 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X ANDREW CLARK VP FINANCE & ADMINISTRATION 6468224022 520 8TH AVE RM 2005 NEW YORK NY 10018 AARON FLAGG SECRETARY 2.00 X X 0 0 0 AFA S DWORKEN DIRECTOR 2.00 X 0 0 0 ALAN MASON DIRECTOR 2.00 X 0 0 0 ALAN PIERSON DIRECTOR 2.00 X 0 0 0 ALAN VALENTINE DIRECTOR 2.00 X 0 0 0 ALBERTA ARTHURS DIRECTOR 2.00 X 0 0 0 ALFRED MOORE DIRECTOR (OUTGOING) 2.00 X 0 0 0 ANDREA KALYN DIRECTOR (OUTGOING) 2.00 X 0 0 0 BOB WAGNER DIRECTOR 2.00 X 0 0 0 BURTON ALTER DIRECTOR 2.00 X 0 0 0 CARMEN AMALIA CORRALES DIRECTOR (OUTGOING) 2.00 X 0 0 0 CATHERINE C MOYE DIRECTOR 2.00 X 0 0 0 CHARLES DICKERSON III DIRECTOR 2.00 X 0 0 0 CHRIS DOERR DIRECTOR 2.00 X 0 0 0 DAN HART DIRECTOR (OUTGOING) 2.00 X 0 0 0 DANIEL BERNARD ROUMAIN DIRECTOR 2.00 X 0 0 0 DANIEL SONG DIRECTOR 2.00 X 0 0 0 DAVID ALAN MILLER DIRECTOR 2.00 X 0 0 0 DAVID ROTH DIRECTOR 2.00 X 0 0 0 DOUGLAS M HAGERMAN CHAIR 4.00 X X 0 0 0 EDWARD YIM DIRECTOR 2.00 X 0 0 0 GARY GINSTLING DIRECTOR 2.00 X 0 0 0 HELEN SHAFFER DIRECTOR 2.00 X 0 0 0 HENRY PEYREBRUNE DIRECTOR 2.00 X 0 0 0 HOWARD D PALEFSKY TREASURER 4.00 X X 0 0 0 HUGH W LONG PHD DIRECTOR (OUTGOING) 2.00 X 0 0 0 ISAAC THOMPSON DIRECTOR 2.00 X 0 0 0 JAMEI HASWELL DIRECTOR 2.00 X 0 0 0 JAMES ROE DIRECTOR 2.00 X 0 0 0 JANET CABOT DIRECTOR (OUTGOING) 2.00 X 0 0 0 JEFF VOM SAAL DIRECTOR (OUTGOING) 2.00 X 0 0 0 JENNIFER BARLAMENT DIRECTOR 2.00 X 0 0 0 JENNIFER KOH DIRECTOR (OUTGOING) 2.00 X 0 0 0 JENNIFER MONDIE DIRECTOR 2.00 X 0 0 0 JIM HASLER DIRECTOR 2.00 X 0 0 0 JOHN LODER DIRECTOR 2.00 X 0 0 0 JOHN LOFTON DIRECTOR 2.00 X 0 0 0 JUDY DINES DIRECTOR 2.00 X 0 0 0 JULIE MEREDITH DIRECTOR (OUTGOING) 2.00 X 0 0 0 KATHRYN BOUCHER DIRECTOR (OUTGOING) 2.00 X 0 0 0 KJRISTINE LUND DIRECTOR 2.00 X 0 0 0 LAURIE SKJERSETH DIRECTOR 2.00 X 0 0 0 LESLIE LASSITER DIRECTOR 2.00 X 0 0 0 LIBBY WATSON DIRECTOR 2.00 X 0 0 0 LINA GONZALEZ-GRANADOS DIRECTOR (OUTGOING) 2.00 X 0 0 0 LINDSEY NOVA DIRECTOR 2.00 X 0 0 0 LORENZO CANDELARIA DIRECTOR (OUTGOING) 2.00 X 0 0 0 MARIAN GODFREY DIRECTOR (OUTGOING) 2.00 X 0 0 0 MARISA EISMANN MD DIRECTOR 2.00 X 0 0 0 MARK D PEACOCK DIRECTOR 2.00 X 0 0 0 MARK JUNG DIRECTOR 2.00 X 0 0 0 MARY C PATTON DIRECTOR 2.00 X 0 0 0 MARY LOUISE GORNO DIRECTOR 2.00 X 0 0 0 MELANIE CLARKE VICE CHAIR 4.00 X X 0 0 0 MELIA TOURANGEAU DIRECTOR (OUTGOING) 2.00 X 0 0 0 MICHAEL R MAYTON DIRECTOR 2.00 X 0 0 0 MITCH MENCHACA DIRECTOR 2.00 X 0 0 0 PAMELA CARTER DIRECTOR 2.00 X 0 0 0 PATRICIA A RICHARDS DIRECTOR 2.00 X 0 0 0 PRATICHI SHAH DIRECTOR 2.00 X 0 0 0 RHONDA HUNSINGER DIRECTOR (OUTGOING) 2.00 X 0 0 0 ROBERT NAPARSTEK DIRECTOR 2.00 X 0 0 0 ROBERT W MCDONALD DIRECTOR 2.00 X 0 0 0 ROSINA CANNIZZARO DIRECTOR (OUTGOING) 2.00 X 0 0 0 RUSSEL JONES DIRECTOR 2.00 X 0 0 0 SHARON HATCHETT DIRECTOR 2.00 X 0 0 0 SHEILA WILLIAMS DIRECTOR 2.00 X 0 0 0 STEVE COLLINS DIRECTOR 2.00 X 0 0 0 TRINE SORENSEN DIRECTOR 2.00 X 0 0 0 WILLIAM GETTYS DIRECTOR 2.00 X 0 0 0 ANDREW CLARK VP. FINANCE & ADM. (INCOMING) 37.50 X 14803 0 1353 HEATHER NOONAN VP ADVOCACY 37.50 X 205192 0 58218 KAREN YAIR VP KNOWLEDGE LEARNING 37.50 X 163920 0 53253 MARC MARTIN SENIOR DIRECTOR OF FIN. (OUTGOING) 37.50 X 59789 0 23168 MARLAH BONNER VP OF DEVELOPMENT 37.50 X 201903 0 29390 SIMON WOODS PRESIDENT/CEO 37.50 X 396819 0 62892 AUDREY ELLIOTT-RISBUD SENIOR DIRECTOR DEV. 37.50 X 111962 0 55187 CAEN THOMASON-REDUS VP INCLUSION & LEARNING (INCOMING) 37.50 X 102503 0 35449 NAJEAN LEE DIRECTOR OF GOVERNMENT AFFAIRS 37.50 X 101440 0 34905 RACHEL ROSSOS GALLANT VICE PRES. MARKETING & MEMBERSHIP 37.50 X 145969 0 61644 ROBERT SANDLA EDITOR IN CHIEF SYMPHONY M 37.50 X 118694 0 23551 JESSE ROSEN PRESIDENT/CEO (FORMER) 37.50 X 162566 0 0 1785560 0 439010 10 1 1 0 0 2000443 317080 2819104 75142 5136627 MEETINGS AND SEMINARS 900099 724427 724427 SYMPHONY MAGAZINE 541800 107821 107821 832248 142404 142404 49850 0 49850 49850 49850 299463 302427 -2964 -2964 -2964 WEBSITE POSTING 900099 6228 6228 OTHER REVENUE 900099 1125 1125 MAILING LIST 900099 395 395 7748 6165913 725947 114049 189290 622450 622450 1276028 800543 194573 280912 1983822 1403446 118900 461476 60529 37656 6389 16484 303467 199362 26689 77416 259835 175024 24848 59963 11390 11390 56511 56511 26968 26968 520246 225395 251177 43674 1918 599 1170 149 232816 160116 56565 16135 342582 205600 47397 89585 291845 195537 32103 64205 154619 97751 30948 25920 282562 203699 39033 39830 156957 105160 17267 34530 22022 23 21999 STAFF TRAINING, RECRUIT 52924 41338 5557 6029 BAD DEBT 38571 38571 EQUIP RENTAL & REPAIRS 30302 1541 28761 MISCELLENAOUS 25072 7809 15248 2015 18475 5770 11267 1438 6771911 4545330 1006820 1219761 300 300 1160482 2226191 2128226 979064 131531 404940 136901 48531 3419284 2883825 690835 535459 4717771 4934686 2900779 2593931 11866825 11723102 366696 599161 565908 628160 2932504 2649536 3865108 3876857 X 1275582 1519764 6726135 6326481 8001717 7846245 11866825 11723102 -605998 450526 0 X X 0 1 X 1 0 X 8960651 4396876 6605003 7213333 5136627 32312490 8960651 4396876 6605003 7213333 5136627 32312490 7010700 25301790 104244 76367 40400 102676 192254 515941 4130 4924 17731 9512 1520 37817 32866248 2804106 0.76980 0.76970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 2,230. 2019 AMOUNT: $ 4,034. 2020 AMOUNT: $ 17,541. 2021 AMOUNT: $ 8,607. 2022 AMOUNT: $ 1,125. MAILING LIST - 2018 AMOUNT: $ 1,900. 2019 AMOUNT: $ 890. 2020 AMOUNT: $ 190. 2021 AMOUNT: $ 905. 2022 AMOUNT: $ 395. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1603 54908 56511 6655400 6711911 485596 121399 0 0 553386 512006 488671 485596 2039659 3059489 84964 98086 73153 56511 312714 138347 128002 122168 121399 509916 764874 1533 5532 2688 1603 11356 PART I-A, LINE 1: THE LEAGUE CONDUCTED DIRECT LOBBYING ON BEHALF OF ITS CONSTITUENT ORCHESTRA MEMBERS, AND GRASSROOTS LOBBYING IN PARTNERSHIP WITH OTHER NATIONAL ARTS AND NONPROFIT SERVICE ORGANIZATIONS, RELATED TO APPROPRIATIONS FOR NATIONAL ENDOWMENT FOR THE ARTS, INTERNATIONAL CULTURAL EXCHANGE AND ARTS EDUCATION PROGRAMMING, AND SUPPORT FOR ARTS EDUCATION IN THE REAUTHORIZATION OF THE ELEMENTARY AND SECONDARY EDUCATION ACT. LEAGUE STAFF WERE ALSO INVOLVED IN EFFORTS RELATED TO VISA AND TAX REQUIREMENTS FOR INTERNATIONAL GUEST ARTISTS, CHARITABLE GIVING INCENTIVES, PROTECTING THE USE OF WIRELESS MICROPHONES, AND SUPPORTIVE POLICIES FOR DOMESTIC AND INTERNATIONAL TRAVEL AND USE OF MUSICAL INSTRUMENTS. 0 4283630 473668 194310 4562988 5016442 545312 187500 4283630 4298706 902736 185000 5016442 4412316 71390 185000 4298706 4347436 249880 185000 4412316 0.78044 0.21956 1 0 1223161 1011778 211383 371214 273412 97802 1824909 1598635 226274 535459 SECURITY DEPOSITS 186766 OPERATING LEASE RIGHT-OF-USE ASSETS 2407165 2593931 LEASE LIABILITY 2649536 2649536 X 6589471 450526 450526 6138945 26968 26968 6165913 6744943 0 6744943 26968 26968 6771911 PART V, LINE 4: THE LEAGUE'S ENDOWMENT INVESTMENT POLICY IS TO INVEST ASSETS INTO INVESTMENT INSTRUMENTS APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, OR THE INVESTMENT COMMITTEE SUBCOMMITTEE THEREOF, WITH THE ALLOCATION OF FUNDS BASED UPON SPECIFIED TARGET PERCENTAGES (OR RANGE OF TARGET PERCENTAGES) FOR EACH TYPE OF INVESTMENT INSTRUMENT. THE OVERALL INVESTMENT OBJECTIVE IS TO MAXIMIZE THE TOTAL RETURN FROM INCOME (DIVIDENDS AND INTEREST) AND THE APPRECIATION OF INVESTMENTS. ANY INCOME ON THE ENDOWMENT FUNDS AND ANY INCREASE IN VALUE OVER THE HISTORICAL DOLLAR VALUE AT THE TIME OF THE DONATION ARE GENERALLY TRANSFERRED TO GENERAL OPERATING FUNDS WITHIN THE YEAR EARNED FOR PROGRAM PURPOSES, INCLUDING, WHERE REQUIRED, THE PURPOSE AUTHORIZED BY THE RELEVANT CONTRIBUTIONS TO THE ENDOWMENT. CURRENTLY IT IS THE POLICY OF THE BOARD OF DIRECTORS THAT TRANSFERS FROM THE ENDOWMENT FUNDS DO NOT DEPLETE THE VALUE OF THE ENDOWMENT FUNDS BELOW HISTORICAL DOLLAR VALUE AT THE TIME OF DONATION. PART X, LINE 2: THE LEAGUE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ("INCOME TAXES"), WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. 1 AMERICAN COMPOSERS ORCHESTRA 494 8TH AVENUE STE 503 NEW YORK NY 10001 132838450 501(C)(3) 65000 0 MUSIC ASSISTANCE FUND ATLANTA SYMPHONY ORCHESTRA 1280 PEACHTREE STREET NE ATLANTA GA 30309 580633971 501(C)(3) 25000 0 CATALYST FUND GRANT GREATER CONNECTICUT YOUTH ORCHESTRAS 883 BLACK ROCK TPKE FAIRFIELD CT 06825 061325895 501(C)(3) 25000 0 CATALYST FUND GRANT INDIANAPOLIS CHAMBER ORCHESTRA 4603 CLARENDON RD INDIANAPOLIS IN 46208 311132072 501(C)(3) 25000 0 CATALYST FUND GRANT KALAMAZOO SYMPHONY ORCHESTRA 359 S KALAMAZOO MALL SUITE 100 KALAMAZOO MI 49007 386005710 501(C)(3) 25000 0 CATALYST FUND GRANT LOUISVILLE ORCHESTRA 624 W MAIN ST 400 LOUISVILLE KY 40202 616000384 501(C)(3) 25000 0 CATALYST FUND GRANT MINNESOTA ORCHESTRA 1111 NICOLLET MALL MINNEAPOLIS MN 55403 410693875 501(C)(3) 25000 0 CATALYST FUND GRANT NEW JERSEY SYMPHONY 60 PARK PL 900 NEWARK NJ 07102 221559422 501(C)(3) 25000 0 CATALYST FUND GRANT ORCHESTRA LUMOS 263 TRESSER BLVD 12 STAMFORD CT 06901 066100039 501(C)(3) 25000 0 CATALYST FUND GRANT SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION 1245 7TH AVENUE SAN DIEGO CA 92101 237380943 501(C)(3) 25000 0 CATALYST FUND GRANT SOUTH DAKOTA SYMPHONY ORCHESTRA 301 S MAIN AVENUE SIOUX FALLS SD 57104 466017026 501(C)(3) 25000 0 CATALYST FUND GRANT SYMPHONY TACOMA 901 BROADWAY 901 BROADWAY SUITE 600 TACOMA WA 98402 916032976 501(C)(3) 25000 0 CATALYST FUND GRANT WALLA WALLA SYMPHONY 13 1/2 E MAIN ST 201 WALLA WALLA WA 99362 910925802 501(C)(3) 25000 0 CATALYST FUND GRANT WINSTON-SALEM SYMPHONY 301 N MAIN ST STE 1901 WINSTONSALEM NC 27101 560692826 501(C)(3) 25000 0 CATALYST FUND GRANT WISCONSIN CHAMBER ORCHESTRA 321 E MAIN ST MADISON WI 53703 396078526 501(C)(3) 25000 0 CATALYST FUND GRANT YOUTH ORCHESTRAS OF SAN ANTONIO 106 AUDITORIUM CIRCLE STE 130 SAN ANTONIO TX 78205 741926713 501(C)(3) 25000 0 CATALYST FUND GRANT 16 PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT TWO GRANT REPORTS: AN INTERIM REPORT AND FINAL REPORT. GRANTEES ARE ASKED TO DECRIBE HOW THE FUNDS WERE ULTIMATELY USED FOR THEIR WORK. THE SECOND-YEAR GRANT PAYMENT IS CONTIGENT ON DEMOSTRATION OF THE GRANTEE'S FULLFILLMENT OF ITS INTENDED WORK. X X X X 1 0 0 0 0 0 0 1 0 SIMON WOODS PRESIDENT/CEO 356319 0 20000 0 20500 0 11199 0 51693 0 459711 0 0 0 HEATHER NOONAN VP ADVOCACY 184692 0 0 0 20500 0 8700 0 49518 0 263410 0 0 0 MARLAH BONNER VP OF DEVELOPMENT 193903 0 8000 0 0 0 0 0 29390 0 231293 0 0 0 KAREN YAIR VP KNOWLEDGE LEARNING 163920 0 0 0 0 0 7151 0 46102 0 217173 0 0 0 RACHEL ROSSOS GALLANT VICE PRES. MARKETING & MEMBERSHIP 145969 0 0 0 0 0 6500 0 55144 0 207613 0 0 0 AUDREY ELLIOTT-RISBUD SENIOR DIRECTOR DEV. 111962 0 0 0 0 0 4873 0 50314 0 167149 0 0 0 JESSE ROSEN PRESIDENT/CEO (FORMER) 0 0 0 0 162566 0 0 0 0 0 162566 0 0 0 PART I, LINE 4A JESSE ROSEN FORMER PRESIDENT/CEO, RECEIVED A SEVERANCE PAY OF $162,566 AND THIS IS REPORTED IN COLUMN B (III). PART I, LINE 7 THE BONUS REPORTED IN COLUMN B(II) FOR THE CEO/PRESIDENT WAS APROVED BY THE BOARD CHAIR. THE OTHER BONUS WAS APPROVED BY THE CEO/PRESIDENT. SCHEDULE J, PART II, COLUMN B(III): THE AMOUNTS IN THIS COLUMN FOR SOME INDIVIDUALS REPRESENT CONTRIBUTIONS TO 457(B) RETIREMENT PLAN. X 7 75142 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE LEAGUE OF AMERICAN ORCHESTRAS IS COMPRISED OF OVER 600 ORCHESTRA MEMBERS, 220 INSTITUTIONAL MEMBERS, AND 900 INDIVIDUAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS AND OVERSEE GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDANT ACCOUNTANT PREPARES THE FORM 990. MANAGEMENT REVIEWS THE 990 DRAFT IN DETAIL BEFORE SUBMITTING IT TO THE CEO WHO THEN REVIEWS IT IN DETAIL. ONCE APPROVED BY MANAGEMENT, THE DRAFT 990 IS THE SENT TO THE ENTIRE BOARD WITH A COMMENT PERIOD. ONCE THE REVIEW PERIOD EXPIRES AND, IF THERE ARE NO CHANGES, THE FORM IS FILED WITH THE IRS. IF CHANGES ARE REQUIRED, THE FORM IS UPDATED AND FILED WITH THE IRS PRIOR TO ITS DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE STATEMENT IS DISTRIBUTED TO ALL BOARD MEMBERS AND COLLECTED ANNUALLY AND IS DISCUSSED AT THE TIME THAT IT IS CIRCULATED. THE LEAGUE ALSO INVESTIGATES ANY CONFLICT(S) THAT MAY BE REPORTED BY ANY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 IN 2015, THE HR COMMITTEE CONDUCTED A STUDY WHICH ESTABLISHES SALARY LEVELS COMPARABLE TO THE EXECUTIVES OF LARGER ORCHESTRAS THROUGHOUT THE US. THE RECRUITING COMMITTEE MADE UP OF BOARD MEMBERS SPECIFICALLY FOR THE RECRUITMENT OF THE NEW CEO ESTABLISHED THE NEW CEO'S COMPENSATION IN 2020. THE CONTRACT WAS APPROVED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS APPEAR ON THE LEAGUE'S WEBSITE. COPIES ARE ALSO MADE AVAILABLE TO ALL MEMBERS AT THE LEAGUE'S ANNUAL MEETING WHICH IS HELD DURING THE ANNUAL CONFERENCE. COPIES ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE FROM THE PRIOR YEAR.